Find a Financial Advisor in Lynbrook, NY

 

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

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We Only Work With The Best Lynbrook 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 Lynbrook, NY


  • Financial Advisor Close to Lynbrook, 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 Lynbrook, 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 Lynbrook, NY

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

  • Population: 19,524
  • % of Population 62 Years and Over: 22.8%
  • Average Home Value: $462,000
  • Average Monthly Housing Cost: $2,200
  • Average Household Income: $126,750
  • 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 Lynbrook, NY

 

WESTCO ADVISORY SERVICES, INC.

Website

(516) 593-5070

77 Hempstead Ave

Lynbrook, NY 11563

SEC#: 801-69387
Years in Business: 13 years

ACCOUNTANTS PROPRIETARY FINANCIAL SERVICENET, INC.

Website

(516) 887-4433

211 Broadway

Lynbrook, NY 11563

SEC#: 801-62457
Years in Business: 17 years

COMPREHENSIVE CAPITAL MANAGEMENT, INC.

Website

(516) 887-7788

700 Merrick Road

Lynbrook, NY 11563

SEC#: 801-61068
Years in Business: 19 years

 


Lynbrook, NY Financial Advisor FAQs

There are some important questions you should ask your financial advisor. Am I paying the lowest possible fees on my investments? Have all my external profits fully been taxed? What's my asset allocation based on lifetime income goals and risk tolerance level, etc.
If you want to create a plan to generate the best well-being, this means understanding how much money you need to live comfortably and what your goals are for spending. If you don't have a plan, an advisor will help you reach those goals through goal setting, finding ways to save through liquidity optimization, wealth management strategies and investment management strategies.
One of the best ways to find a financial advisor is through referrals from friends or family members who have had experience working with an advisor. Another way is to talk with your accountant or lawyer about any work they've done that was related to investment advice or managing your investments.
A financial advisor is a professional who helps individuals or organizations plan their assets and investments.