Liverpool, NY Financial Advisors and Resources



Financial Advisor Firms in Liverpool, NY


IBN FINANCIAL SERVICES, INC

Website

(315) 652-4426

404 Old Liverpool Rd

Liverpool, NY 13088

SEC#: 801-111848
Years in Business: 4 years

IBN ADVISORY SERVICES, INC.

Website

(315) 652-4426

404 Old Liverpool Rd.

Liverpool, NY 13088

SEC#: 801-113320
Years in Business: 3 years

NATIONWIDE SECURITIES, LLC

Website

(315) 622-1600

8398 Oswego Rd

Liverpool, NY 13090

SEC#: 801-69260
Years in Business: 13 years

MEMBERS ADVISORY GROUP, LLC

Website

(315) 991-8033

135 Old Cove Road
Suite 201
Liverpool, NY 13090

SEC#: 801-77362
Years in Business: 8 years


How Retirement-Friendly is Liverpool, NY?

  • Population: 2,205
  • % of Population 62 Years and Over: 29.3%
  • Average Home Value: $128,200
  • Average Monthly Housing Cost: $950
  • Average Household Income: $70,435
  • 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.)


Liverpool, NY Financial Advisor FAQs

The cost of a financial advisor in Liverpool can be determined by their level of expertise and the complexity of the situation which they are providing you with. There is no set cost, since they come at varying rates depending on their experience and specialty.
Financial advisors are in charge of their clients' financial needs by providing advice, financial management and planning.
In order for an investor to have a detailed, accurate investment plan in place, these questions should be asked of your financial advisor: - How would you allocate my investments? How diversified is the portfolio? - What are the risks associated with investing in X company or industry? How pertinent are these risks to my personal circumstances? - What is your philosophy about risk management and asset allocation (i.e., what should I do if rates go up, down, or stay steady)?
Many people find it productive to search the financial advisor's names on the web as well as do location searches for those advisors on Google Maps. In some cases, people have obtained information on websites that just mention a certain place without specifying a state or zip code.