Mamaroneck, NY Financial Advisors and Resources

Financial Advisor Firms in Mamaroneck, NY



(914) 834-7370

One Station Plaza
Suite 2B
Mamaroneck, NY 10543

SEC#: 801-74344
Years in Business: 9 years



(713) 952-3550

20 Country Road

Mamaroneck, NY 10543

SEC#: 801-53294
Years in Business: 24 years

How Retirement-Friendly is Mamaroneck, NY?

  • Population: 19,217
  • % of Population 62 Years and Over: 21.4%
  • Average Home Value: $653,800
  • Average Monthly Housing Cost: $2,199
  • Average Household Income: $164,610
  • 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.)

Mamaroneck, NY Financial Advisor FAQs

A financial advisor is responsible for coordinating the investment portfolios of their clients to maximize returns while minimizing risk. It's one thing to have interactions with the investments themselves, but it's quite another to be in touch with other professionals that can help bring your personal finances up-to-date, provide tax planning advice, and more.
Yes! It is important to get advice from a financial advisor. They can help you with all the different things that come with money, like taxes and saving for retirement.
The first step in the process of investing is selecting a financial advisor. But how do you choose one? Well, one key thing to consider is credentials.
You should find the following qualities important in a financial advisor such as Professionalism, Confidentiality, Knowledge, Expertise, and Responsibility/trustworthiness.