Find a Financial Planner in Massapequa, NY

 

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We Only Work With The Best Massapequa 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 Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

Our Process for Choosing
An Independent Financial Advisor in Massapequa, NY


  • Financial Advisor Close to Massapequa, 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

 

How Can a CFP® in Massapequa Help You?

Wealth managers are financial professionals who work to comprehensively build their clients' wealth. Wealth management incorporates nearly all areas of the client's financial life, from investments and asset planning to tax management, retirement, estate planning, and more. In the Massapequa area, wealth managers are typically used by high-net-worth individuals or high-capital organizations.
Personal financial planning is a service in which a qualified financial planner provides advice, planning, and management services for their clients. The goal of these services in Massapequa is to help clients better understand finance, map out a plan for future financial success, and offer expert assistance where necessary.
22.7% of Massapequa's population is of retirement age (62 years and older). Retirement planning for those individuals is designed to ensure that retirees are able to secure a stream of income for later in life. Many retirement plans provide a powerful framework for achieving this goal. If you are unsure of where to start, a retirement planner in the Massapequa area can create a custom plan and walk with you each step of the way.
Estate planning names the beneficiaries of your estate upon death and who has the responsibility to make healthcare and financial decisions on your behalf if you are incapacitated during life. A comprehensive estate plan includes a living will and other types of legal documentation as needed to achieve its intended outcome. In the Massapequa area, qualified financial professionals--like financial advisors--offer estate planning services.
Business financial planning sets out the financial path a company takes to achieve its goals over a stated timeline. Business financial planning can be very granular, addressing specific projections for business expansion, equipment needs, staffing, resources, cash flow, and financing options in the Massapequa area.
Tax planning is a service offered by qualified tax planners, financial advisors, and other financial professionals in the Massapequa area who determine what breaks are available to you to minimize your tax payments. Tax planning strategies will differ depending on depending on where you live. New York has unique laws defining which actions trigger a taxable event and has the highest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse involves working with an attorney or financial advisor to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. In the Massapequa area, it typically includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation and management is a service that can be performed by a qualified financial advisor in which they combine multiple existing loans into a single loan with more favorable financing terms. Advisors in the Massapequa area often use this strategy when clients have high-interest credit card debt or private student loans.

 

The Value of Working With the Best Financial Planners in Massapequa, 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 Massapequa, NY

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


The Top 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: 8 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