Find a Financial Planner 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 Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

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

 

How Can a CFP® in Jericho Help You?

Wealth management is a type of financial planning that incorporates many other financial services. Catering to high-net-worth individuals in the Jericho area, wealth managers seek to build comprehensive wealth for their clients through a variety of vehicles, including investments, retirement planning, estate planning, asset management, tax planning, and more.
Financial planning is a service in which a qualified professional creates a detailed plan for a client's financial future. Plans in Jericho can include budgeting, retirement planning, tax planning, spending and saving strategies, and more.
20.7% of Jericho's population is of retirement age (62 years and older). For those individuals, the goal of retirement planning is to create a source of income for one’s retirement years. It starts with determining an individual’s retirement goals and then lays out a financial strategy to accomplish them. In the Jericho area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
Estate planning is a good way to ensure that your asset base is bequeathed to the appropriate beneficiaries and is properly in accordance with estate tax laws. Comprehensive estate planning in the Jericho area consists of more than just writing a will; it also requires setting up trusts, naming an executor, funeral arrangements, and more.
Business financial planning sets out the financial path a company takes to achieve its goals over a stated timeline. Business financial planning can be very granular, addressing specific projections for business expansion, equipment needs, staffing, resources, cash flow, and financing options in the Jericho area.
Through tax planning, clients can strategize how best to minimize their tax payments through deductions and write-offs. Tax planning in the Jericho area is generally long-term and performed with the help of a qualified planner. Tax planning strategies will differ depending on depending on where you live. New York has unique laws defining which actions trigger a taxable event and has the highest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse is a service offered by many financial advisors, planners, and other professionals in the Jericho area. Typically, it includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation and management typically involves rolling several loans into a single loan with better financing terms, such as a lower monthly payment or interest rate. Debt consolidation is a popular strategy for advisors in the Jericho area when dealing with high-interest credit card debt and private student loans.

 

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: 10 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

FIRST LONG ISLAND INVESTORS, LLC

Website

(516) 935-1200

One Jericho Plaza
Suite 201
Jericho, NY 11753

SEC#: 801-21607
Years in Business: 37 years