Find a Financial Advisor in Jericho, NY

 

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We did the hard work of finding trustworthy partners in Jericho, NY.

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We Only Work With The Best Jericho Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Jericho, NY


  • Financial Advisor Close to Jericho, NY

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Jericho, NY


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Jericho, NY

We evaluated over 13,000 RIA firms to bring you the best of the best Jericho financial advisors.
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How Retirement-Friendly is Jericho, NY?

  • Population: 13,889
  • % of Population 62 Years and Over: 20.7%
  • Average Home Value: $818,800
  • Average Monthly Housing Cost: $3,475
  • Average Household Income: $215,242
  • 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.)



The Top Financial Advisor Firms in Jericho, NY

 

SHELTER ROCK MANAGEMENT, LLC

Website

(516) 605-2215

375 North Broadway
Suite 207
Jericho, NY 11753

SEC#: 801-77651
Years in Business: 8 years

AMORE AMBRO, LLC

Website

(516) 490-3527

Two Jericho Plaza
Suite 301
Jericho, NY 11753

SEC#: 801-112339
Years in Business: 3 years

ARS CAPITAL ADVISORS, INC.

Website

(516) 932-7223

500 North Broadway
Suite 139
Jericho, NY 11753

SEC#: 801-71875
Years in Business: 11 years

OPAL WEALTH ADVISORS, LLC

Website

(516) 388-7980

2 Jericho Plaza
Suite 208
Jericho, NY 11753

SEC#: 801-114223
Years in Business: 2 years

AMERICAN INVESTMENT PLANNERS LLC

Website

(516) 932-5130

500 North Broadway
Suite 260
Jericho, NY 11753

SEC#: 801-71988
Years in Business: 10 years

WEINSTAT WEALTH MANAGEMENT, INC.

Website

(516) 621-3507

366 North Broadway Suite 209

Jericho, NY 11753

SEC#: 801-79194
Years in Business: 7 years

BROADWAY FINANCIAL MANAGEMENT LLC

Website

(516) 938-0010

350 Jericho Tpke Suite 300

Jericho, NY 11753

SEC#: 801-96282
Years in Business: 6 years

GOLD COAST WEALTH MANAGEMENT, LLC

Website

(516) 274-9870

575 Jericho Turnpike
Suite 307
Jericho, NY 11753

SEC#: 801-72197
Years in Business: 10 years

SQUARE ADVISORS, LLC

Website

(212) 207-4450

C/O Grassi & Co.
Jericho Quadrangle Suite 200
Jericho, NY 11753

SEC#: 801-74309
Years in Business: 9 years

 


Jericho, NY Financial Advisor FAQs

Financial advisors are professionals that help guide investment decisions. This can include helping clients with their portfolio of stocks, bonds, mutual funds, cash products and other investments. They also might take charge in making sure the client is meeting their financial goals. These could be long-term goals for retirement or short-term ones like saving for a dream house or vacation.
It would depend on your situation. A financial advisor can help people with their investments, retirement planning, or estate planning - but the extent of your needs determines what you will need from a financial advisor.
Financial advisors typically get paid in one of two ways. The first is by charging a flat fee, meaning that the client pays this predetermined amount before any work begins. The second type of advisor is commission based, meaning he or she gets paid after making professional recommendations to the client.
Take the time to read reviews of firms and advisors to determine if other clients have similar needs or financial circumstances. If an advisor does not list past clients, that should be a red flag.