Marcellus, NY Financial Advisors and Resources

Financial Advisor Firms in Marcellus, NY



(315) 673-2094

8 E Main Street

Marcellus, NY 13108

SEC#: 801-78452
Years in Business: 8 years

How Retirement-Friendly is Marcellus, NY?

  • Population: 1,969
  • % of Population 62 Years and Over: 21.1%
  • Average Home Value: $167,200
  • Average Monthly Housing Cost: $946
  • Average Household Income: $80,251
  • 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.)

Marcellus, NY Financial Advisor FAQs

The answer to this question is not so simple. Some people may have a natural optimism about money which allows them to be able to invest in the stock market without a financial advisor, while others may need an experienced individual who can offer unbiased advice on their behalf. Beyond that, it is necessary for one's finances to take into account expenses such as education and retirement funds, among other things--factors which many of us cannot easily quantify on our own. In these scenarios where proper advice or action seems most pressing, a financial advisor can be most beneficial by helping individuals set concrete goals and work towards meeting those objectives with the skillsets at hand.
Financial advisors are professionals who help clients manage their financial investments. They work with clients to develop personalized investment strategies that suit the needs of their clients' current and future needs for income, growth, protection, liquidity, and tax preferences.
There are many factors to consider when choosing a financial advisor. A good rule of thumb is to find an advisor who has experience with clients just like you.
If the average of your losses is more than 50% of your total gains in a 10 year period, then it's time to get an advisor who can help you invest better and provide general financial counseling.