Mahopac, NY Financial Advisors and Resources



Financial Advisor Firms in Mahopac, NY


WEISS FINANCIAL GROUP LLC

Website

(845) 621-4700

704 Route 6

Mahopac, NY 10541

SEC#: 801-72871
Years in Business: 9 years

NATIONAL ASSET MANAGEMENT, INC.

Website

(845) 208-8875

422 Us Route 6

Mahopac, NY 10541

SEC#: 801-64837
Years in Business: 15 years

SECURE INVESTMENT MANAGEMENT, LLC

Website

(520) 269-4003

42 Papania Drive

Mahopac, NY 10541

SEC#: 801-80752
Years in Business: 6 years


How Retirement-Friendly is Mahopac, NY?

  • Population: 8,203
  • % of Population 62 Years and Over: 22.7%
  • Average Home Value: $375,500
  • Average Monthly Housing Cost: $1,795
  • Average Household Income: $116,453
  • 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.)


Mahopac, NY Financial Advisor FAQs

Given the tumultuous economic situation, it would seem prudent to pursue a financial advisor who can help you navigate your wealth. Not only will they be able to evaluate the current state of things, but also make recommendations as to how you should prepare for a future market downturn.
It varies, but a financial advisor generally costs a fee commensurate with the complexity of the client's finances and net worth.
Financial advisors get paid through a variety of different channels, including commissions, an hourly rate, or a flat fee.
If you are interested in learning more about your financial score, find out how it will be calculated. The higher the score the better you are. Ask for their qualifications and certifications to make sure they can give you accurate advice. Most importantly, talk with them on a personal level to see if they understand your situation and goals best.