Katonah, NY Financial Advisors and Resources



Financial Advisor Firms in Katonah, NY


HOLLOW BROOK WEALTH MANAGEMENT LLC

Website

(212) 364-1840

152 Bedford Road

Katonah, NY 10536

SEC#: 801-68599
Years in Business: 13 years

OTTO & ASSOCIATES, INC.

Website

(914) 232-5379

200 Katonah Ave

Katonah, NY 10536

SEC#: 801-58024
Years in Business: 20 years

ATWOB

Website

(914) 302-3233

23 Parkway
2nd Floor
Katonah, NY 10536

SEC#: 801-118588
Years in Business: 1 years

FRAZIER FINANCIAL CONSULTANTS, LLC

Website

(704) 907-9504

97 Allison Road

Katonah, NY 10536

SEC#: 801-108521
Years in Business: 5 years

INVERLOCHY CAPITAL, INC.

Website

(705) 887-6953

2875 Route 35
6N Suite 200 (C/O Arrowsight)
Katonah, NY 10536

SEC#: 801-78014
Years in Business: 8 years


How Retirement-Friendly is Katonah, NY?

  • Population: 1,761
  • % of Population 62 Years and Over: 21.7%
  • Average Home Value: $742,500
  • Average Monthly Housing Cost: $3,022
  • Average Household Income: $250,438
  • 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.)


Katonah, NY Financial Advisor FAQs

if you're just getting started and know nothing about personal finance, it is highly recommended that you at least hire someone to do some planning for yourself or meet with them once in awhile to discuss strategies moving forward.
A financial advisor usually charges a fee on an hourly basis. They also may charge a retainer for managing other aspects of the client's finances, such as investments, mortgages, pensions and other assets. The cost of a financial advisor will vary depending on which country they work in and their qualifications.
One of the most important tasks for a Financial Advisor is to pay attention to the client's specific needs at all times, which includes everything from personal objectives, family finances and retirement plans.
A good question to ask is what other advisers do they recommend for topics like insurance, wills, or medical care? You want someone who can gather information from many different sources and give all the options available so that there are no surprises for anyone involved later on. Take your time with this because it's one of the most important decisions you'll make in life.