Find a Financial Advisor in Liverpool, NY

 

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

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We Only Work With The Best Liverpool 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 Liverpool, NY


  • Financial Advisor Close to Liverpool, 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 Liverpool, 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 Liverpool, NY

We evaluated over 13,000 RIA firms to bring you the best of the best Liverpool financial advisors.
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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.)



The Top 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: 9 years

 


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.