Find a Financial Advisor in Manhasset, NY

 

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

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We Only Work With The Best Manhasset Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

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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 Manhasset, NY


  • Financial Advisor Close to Manhasset, 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 Manhasset, 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 Manhasset, NY

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

  • Population: 7,985
  • % of Population 62 Years and Over: 23.7%
  • Average Home Value: $1110,400
  • Average Monthly Housing Cost: $2,574
  • Average Household Income: $250,694
  • 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 Manhasset, NY

 

LOWELL ROAD ASSET MANAGEMENT, INC.

Website

(516) 767-1099

1295 Northern Boulevard
Suite 24
Manhasset, NY 11030

SEC#: 801-80157
Years in Business: 7 years

QUAN VEST CONSULTANTS INC

Website

(516) 365-4619

390 Plandome Road
Suite 221
Manhasset, NY 11030

SEC#: 801-20177
Years in Business: 38 years

MERCER GLOBAL ADVISORS INC.

Website

(888) 565-1681

1129 Northern Blvd
Suite 404
Manhasset, NY 11030

SEC#: 801-69271
Years in Business: 13 years

WOODBURY FINANCIAL SERVICES, INC.

Website

(516) 918-9616

1615 Northern Blvd
Suite 304
Manhasset, NY 11030

SEC#: 801-54905
Years in Business: 24 years

WOODBURY FINANCIAL SERVICES, INC.

Website

(516) 918-9616

1615 Northern Blvd
Suite 304
Manhasset, NY 11030

SEC#: 801-54905
Years in Business: 24 years

EDGE WEALTH MANAGEMENT, LLC

Website

(516) 238-3443

128 Cardinal Road

Manhasset, NY 11030

SEC#: 801-67345
Years in Business: 15 years

WEALTH QUARTERBACK LLC

Website

(732) 965-8190

Regus Executive Center
1129 Northern Blvd, Ste 404
Manhasset, NY 11030

SEC#: 801-117034
Years in Business: 2 years

MERCER GLOBAL ADVISORS INC.

Website

(888) 565-1681

1129 Northern Blvd
Suite 404
Manhasset, NY 11030

SEC#: 801-69271
Years in Business: 13 years

MERCER GLOBAL ADVISORS INC.

Website

(888) 565-1681

1129 Northern Blvd
Suite 404
Manhasset, NY 11030

SEC#: 801-69271
Years in Business: 13 years

 


Manhasset, NY Financial Advisor FAQs

A financial advisor is a person who helps to manage the money of other people - specifically, planning for their long-term finances. This could include getting them on track to save for retirement, helping them to plan for whatever they want out of life financially... and everything in between.
There are two primary models of compensation. First, advisors may be compensated on a commission basis. This means that your advisor will charge you either a standard rate or a discretionary rate depending on the products and/or services they offer. The second way advisors can be compensated is through fees for service, where the fee is charged as an annual percentage of assets under management (called AUM).
Look for a financial advisor who provides free consultations and has a solid understanding of these five basic things: 1) retirement, 2) college savings, 3) health care costs, 4) charitable giving and 5) estate planning. That person should also have experience in their industry at the level that they're seeking to provide advice.
To ensure your financial advisor is suitably qualified and providing you with the best advice, it's important to ask: What certifications do they hold? How much experience do they have in advising clients like you about money matters such as taxes, retirement planning and mutual funds? Do they belong to any professional organizations or civic groups that support your interests? If these questions don't answer all your doubts, schedule a face time meeting with them. If not completely satisfied, find someone who does not charge commissions for their services. Look on the Financial Industry Regulatory Authority site for advisers registered there first before going elsewhere.