Find a Financial Advisor in Mahopac, NY


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

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We Only Work With The Best Mahopac 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


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


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 Mahopac, NY

  • Financial Advisor Close to Mahopac, 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 Mahopac, NY

A good financial planner can increase your returns by as much as 3% annually.


Without Advisor

With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Mahopac, NY

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

The Top Financial Advisor Firms in Mahopac, NY




(845) 621-4700

704 Route 6

Mahopac, NY 10541

SEC#: 801-72871
Years in Business: 10 years



(845) 208-8875

422 Us Route 6

Mahopac, NY 10541

SEC#: 801-64837
Years in Business: 16 years



(520) 269-4003

42 Papania Drive

Mahopac, NY 10541

SEC#: 801-80752
Years in Business: 7 years


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.