Jefferson County, NY Financial Advisors and Resources

Financial Advisor Firms in Jefferson County, NY



(315) 222-7148

151 Mullin St.

Watertown, NY 13601

SEC#: 801-69625
Years in Business: 13 years

How Retirement-Friendly is Jefferson County, NY?

  • Population: 112,842
  • % of Population 62 Years and Over: 16.3%
  • Average Home Value: $156,800
  • Average Monthly Housing Cost: $940
  • Average Household Income: $65,932
  • New York Total Tax Burden: 12.79% (Highest in U.S.)
  • New York Property Tax: 4.40% (6th Highest in U.S.)
  • New York Individual Income Tax: 4.96% (Highest in U.S.)
  • New York Sales and Excise Tax: 3.43% (22nd Highest in U.S.)

Jefferson County, NY Financial Advisor FAQs

Financial advisors charge for their services in a variety of ways, but most fall into one of these categories: percentage-based fee, payment based on performance, one-time sales commission, or flat fee for service.
Financial advisors are professionals who typically specialize in stocks. They advise people who want to invest in stocks on issues such as portfolio size, asset allocation, and industry type.
While you can always be proactive in learning the complexities of the financial world, it is always safer and best to tap the expertise of a financial advisor. They are the professionals equipped with the education and training to deal with financial management matters.
What is their investment philosophy? What are the fees associated with their services? Do they charge an extra fee for additional services, such as tax service or portfolio rebalancing?