Find a Financial Advisor in Locust Valley, NY

 

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

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We Only Work With The Best Locust Valley 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 Locust Valley, NY


  • Financial Advisor Close to Locust Valley, 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 Locust Valley, 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 Locust Valley, NY

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

  • Population: 3,481
  • % of Population 62 Years and Over: 19.4%
  • Average Home Value: $662,100
  • Average Monthly Housing Cost: $2,155
  • Average Household Income: $164,504
  • 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 Locust Valley, NY

 

BUCKRAM SECURITIES LTD

Website

(516) 759-7400

168 Forest Avenue

Locust Valley, NY 11560

SEC#: 801-110136
Years in Business: 4 years

BRUDERMAN ASSET MANAGEMENT, LLC

Website

(516) 609-0291

119 Birch Hill Rd

Locust Valley, NY 11560

SEC#: 801-81097
Years in Business: 6 years

DONOGHUE FORLINES LLC

Website

(516) 609-3370

63 Forest Avenue
Suite 1
Locust Valley, NY 11560

SEC#: 801-108564
Years in Business: 4 years

BRUDERMAN ASSET MANAGEMENT, LLC

Website

(516) 609-0291

119 Birch Hill Road

Locust Valley, NY 11560

SEC#: 801-81097
Years in Business: 6 years

CONSOLIDATED PORTFOLIO REVIEW CORP

Website

(516) 759-3900

168 Forest Avenue

Locust Valley, NY 11560

SEC#: 801-38795
Years in Business: 29 years

CONSOLIDATED PORTFOLIO REVIEW CORP

Website

(516) 759-3900

168 Forest Avenue

Locust Valley, NY 11560

SEC#: 801-38795
Years in Business: 29 years

BOSTWICK CAPITAL LLC

Website

(212) 776-1032

40 Birch Hill Road

Locust Valley, NY 11560

SEC#: 801-79843
Years in Business: 7 years

DONOGHUE FORLINES LLC

Website

(516) 609-3370

63 Forest Avenue
Suite 1
Locust Valley, NY 11560

SEC#: 801-108564
Years in Business: 4 years

CONSOLIDATED PORTFOLIO REVIEW CORP

Website

(516) 759-3900

168 Forest Avenue

Locust Valley, NY 11560

SEC#: 801-38795
Years in Business: 29 years

 


Locust Valley, NY Financial Advisor FAQs

Some great questions to ask a financial advisor are: What is the fee structure, including any commissions on products? How do you prioritize investment decisions? Tell me about your investment philosophy. Tell me about your process for determining risk tolerance levels.
A financial advisor can help you plan for the future with investing, insurance planning, retirement planning, asset protection planning and more.
It's not an easy question to answer, but if you're seriously considering investing in the stock market at all then I'd highly recommend getting a financial advisor. Financial advisors can be helpful in everything from determining your risk tolerance (e.g., how much loss are you comfortable with before quitting?), to figuring out which funds suit your needs, to ensuring that you've diversified properly between stocks and other asset classes like bonds or insurance bonds.
The most important part in choosing a financial advisor is trust. If you don't trust the person, you're unlikely to invest - even if they get spectacular returns on your investment. The second thing is to look at their credentials and experience.