Find a Financial Advisor in Lake Success, NY

 

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

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We Only Work With The Best Lake Success 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 Lake Success, NY


  • Financial Advisor Close to Lake Success, 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 Lake Success, 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 Lake Success, NY

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

  • Population: 3,119
  • % of Population 62 Years and Over: 34.8%
  • Average Home Value: $1225,500
  • Average Monthly Housing Cost: $3,401
  • Average Household Income: $284,809
  • 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 Lake Success, NY

 

SHULMAN DEMEO ASSET MANAGEMENT, LLC

Website

(516) 708-9955

3000 Marcus Avenue
Suite 3W1
Lake Success, NY 11042

SEC#: 801-67835
Years in Business: 14 years

WEBER ASSET MANAGEMENT, INC.

Website

(516) 326-3299

1983 Marcus Ave
Suite 221
Lake Success, NY 11042

SEC#: 801-42886
Years in Business: 28 years

CAPFINANCIAL PARTNERS, LLC

Website

(516) 487-8220

3 Dakota Drive
Suite 310
Lake Success, NY 11042

SEC#: 801-62193
Years in Business: 18 years

CAPFINANCIAL PARTNERS, LLC

Website

(516) 487-8220

3 Dakota Drive
Suite 310
Lake Success, NY 11042

SEC#: 801-62193
Years in Business: 18 years

UNITED FINANCIAL PLANNING GROUP LLC

Website

(631) 234-0871

1979 Marcus Ave

Lake Success, NY 11042

SEC#: 801-113324
Years in Business: 3 years

CAPFINANCIAL PARTNERS, LLC

Website

(516) 487-8220

3 Dakota Drive
Suite 310
Lake Success, NY 11042

SEC#: 801-62193
Years in Business: 18 years

UNITED FINANCIAL PLANNING GROUP LLC

Website

(631) 234-0871

1979 Marcus Ave

Lake Success, NY 11042

SEC#: 801-113324
Years in Business: 3 years

CAPFINANCIAL PARTNERS, LLC

Website

(516) 487-8220

3 Dakota Drive
Suite 310
Lake Success, NY 11042

SEC#: 801-62193
Years in Business: 18 years

CAPFINANCIAL PARTNERS, LLC

Website

(516) 487-8220

3 Dakota Drive
Suite 310
Lake Success, NY 11042

SEC#: 801-62193
Years in Business: 18 years

 


Lake Success, NY Financial Advisor FAQs

A financial advisor helps people plan their money, typically by assessing their needs and developing a customized plan with an investment strategy to meet those needs.
Yes. In fact, a lot of people find themselves in a place where they're not sure whether to take the next step at all. As soon as they get an advisor, however, their stress levels go down and they feel a million times better about the decision.
Financial advisors get paid in a variety of ways. Some have a fee-only model, which means they only charge for their services and do not receive commissions on investments. Others will be compensated by a combination of fees, commissions, or both.
There are plenty of ways to find a financial advisor. Ask friends, family, coworkers and connections you trust for their recommendations. If they're happy with their advisor, then that's the person to get in touch with. Go into your bank or credit union branch; if they offer any sort of financial services or an advisory program, there will be someone on hand to help you out.