Lakeville, NY Financial Advisors and Resources

Financial Advisor Firms in Lakeville, NY



(585) 202-0305

3031 Rochester Rd

Lakeville, NY 14480

SEC#: 801-111906
Years in Business: 3 years

How Retirement-Friendly is Lakeville, NY?

  • Population: 800
  • % of Population 62 Years and Over: 11.5%
  • Average Home Value: $-
  • Average Monthly Housing Cost: $879
  • Average Household Income: $60,071
  • 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.)

Lakeville, NY Financial Advisor FAQs

Many financial advisors provide services for a fee, such as hourly billing or an annual retainer. Other advisors charge a commission on the purchase and sale of investments like mutual funds, stocks, bonds and savings accounts.
There are many different ways to find a financial advisor. One is to go with referrals, for which you would ask your family or friends if they know of any good ones.
A financial advisor is someone who advises others about their money. This can include things like investment planning, retirement planning, tax planning or even coaching children in the value of saving their allowance.
A financial advisor doesn't tell you what to do, they point out your options. They exist to provide unbiased information so you can make the decision that is best for you based on your unique financial situation. Very simply put, having someone who is an expert in financial issues means there is someone there with the expertise and experience needed to ensure that knowledgeable decisions are made.