Massapequa, NY Financial Advisors and Resources



Financial Advisor Firms in Massapequa, NY


ADC WEALTH MANAGEMENT, LLC

Website

(516) 308-7514

30 D Broadway
Suite 200
Massapequa, NY 11758

SEC#: 801-75532
Years in Business: 9 years

TOROSO INVESTMENTS, LLC

Website

(844) 986-7676

898 N. Broadway
Suite 2
Massapequa, NY 11758

SEC#: 801-76857
Years in Business: 9 years

A.G. MORGAN FINANCIAL ADVISORS, LLC

Website

(516) 798-1100

5260 Merrick Road

Massapequa, NY 11758

SEC#: 801-80731
Years in Business: 6 years

FORTE CAPITAL LLC

Website

(585) 586-8100

9 Dover Road

Massapequa, NY 11758

SEC#: 801-55817
Years in Business: 23 years

NBC SECURITIES, INC.

Website

(800) 521-9390

5000 Merrick Road

Massapequa, NY 11758

SEC#: 801-58257
Years in Business: 20 years

FORTE CAPITAL LLC

Website

(585) 586-8100

9 Dover Road

Massapequa, NY 11758

SEC#: 801-55817
Years in Business: 23 years

FORTE CAPITAL LLC

Website

(585) 586-8100

9 Dover Road

Massapequa, NY 11758

SEC#: 801-55817
Years in Business: 23 years

PENSERRA CAPITAL MANAGEMENT LLC

Website

(646) 459-0581

30D Broadway
Floor 2
Massapequa, NY 11758

SEC#: 801-80466
Years in Business: 6 years


How Retirement-Friendly is Massapequa, NY?

  • Population: 21,784
  • % of Population 62 Years and Over: 22.7%
  • Average Home Value: $564,800
  • Average Monthly Housing Cost: $2,673
  • Average Household Income: $164,739
  • 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.)


Massapequa, NY Financial Advisor FAQs

Ask your friends or family members for recommendations before choosing an individual to act as your personal financial advisor. Try to get references from people who have had dealings with a potential financial adviser before. Speak with several qualified candidates to see if any would be a good fit for you.
Generally, find someone your friends or colleagues recommend, and then do some investing homework on that person's advice.
There are two main types of payment methods for financial advisors. One of them is commission-based, where the advisor earns compensation through commissions collected on all completed trades executed for clients. The other type is fee-based. This method charges fees based on a set annual or hourly rate.
A financial advisor assists you in determining your risk tolerance and how to establish a budget, then offers strategies for investing that align to the short-, medium- and long-term goal.