Larchmont, NY Financial Advisors and Resources



Financial Advisor Firms in Larchmont, NY


COUGHLIN FINANCIAL SERVICES, INC.

Website

(914) 834-1234

178 Myrtle Boulevard

Larchmont, NY 10538

SEC#: 801-113211
Years in Business: 3 years

PRAESIDIAN CAPITAL MANAGEMENT II, LLC

Website

(212) 520-2600

2 Madison Avenue
Suite 107
Larchmont, NY 10538

SEC#: 801-73827
Years in Business: 9 years

NEW STATE CAPITAL PARTNERS

Website

(212) 675-1600

2001 Palmer Avenue
Suite 205
Larchmont, NY 10538

SEC#: 801-96312
Years in Business: 6 years

METIS CAPITAL MANAGEMENT LLC

Website

(415) 294-4789

25 Beechtree Drive

Larchmont, NY 10538

SEC#: 801-66834
Years in Business: 15 years

ROCKINGSTONE ADVISORS LLC

Website

(212) 430-2240

1 Dundee Road

Larchmont, NY 10538

SEC#: 801-77696
Years in Business: 8 years

FIFTH SET INVESTMENT ADVISORS LLC

Website

(646) 783-9717

10 Woods Way

Larchmont, NY 10538

SEC#: 801-110682
Years in Business: 4 years

FIFTH SET INVESTMENT ADVISORS LLC

Website

(646) 783-9717

10 Woods Way

Larchmont, NY 10538

SEC#: 801-110682
Years in Business: 4 years


How Retirement-Friendly is Larchmont, NY?

  • Population: 6,096
  • % of Population 62 Years and Over: 14.6%
  • Average Home Value: $1195,000
  • Average Monthly Housing Cost: $3,080
  • Average Household Income: $334,793
  • 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.)


Larchmont, NY Financial Advisor FAQs

A qualified financial advisor can prepare a plan for you and your family to take care of your needs now and in the future. These same advisors will help you make wise decisions about investments to help protect those investments from unforeseen events such as inflation or interest rates, which could cause decreased value in the investment.
After careful consideration of your position in life and financial goals, it might be smart to sit down with an advisor who can help you explore all your options. Their expertise in this field will help you define your needs, set objectives, and plan out for your investments, careers, and retirement.
A financial advisor will typically charge an annual fee to their client in the form of a percentage, often 3% or less. The more complicated the transaction, the higher of a fee is charged.
Answer: You should choose a financial advisor who is trustworthy, with extensive experience in the industry. Make it your goal to find someone who has the same values and priorities that you do.