Find a Financial Advisor in Medford, NY

 

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

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We Only Work With The Best Medford 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 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 Medford, NY


  • Financial Advisor Close to Medford, 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 Medford, 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 Medford, NY

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

  • Population: 24,406
  • % of Population 62 Years and Over: 20.2%
  • Average Home Value: $333,300
  • Average Monthly Housing Cost: $2,099
  • Average Household Income: $110,115
  • 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 Medford, NY

 

MARK J SNYDER FINANCIAL SERVICES INC

Website

(631) 289-4224

1733 N Ocean Ave
Suite B
Medford, NY 11763

SEC#: 801-38888
Years in Business: 30 years

LONG ISLAND FINANCIAL ADVISORS, INC.

Website

(631) 289-4224

1733 North Ocean Avenue
Suite B
Medford, NY 11763

SEC#: 801-61594
Years in Business: 19 years

BLACKRIDGE ASSET MANAGEMENT, LLC

Website

(631) 758-8691

1355 N. Ocean Avenue

Medford, NY 11763

SEC#: 801-108114
Years in Business: 5 years

BLACKRIDGE ASSET MANAGEMENT, LLC

Website

(631) 758-8691

1355 N. Ocean Avenue

Medford, NY 11763

SEC#: 801-108114
Years in Business: 5 years

 


Medford, NY Financial Advisor FAQs

It is important to find an advisor who will understand your needs and keep you on track. Be sure they are registered with the Securities & Exchange Commission (SEC), make sure you feel comfortable with them, and check their background. It's also worth checking their credentials.
Make sure to determine their preferred fee structure and the services they offer.
Investment fees for financial advisors usually come in the form of a percentage of assets managed on behalf of clients. Financial advisors may be compensated based either on a fee-only or contract basis.
A financial advisor can offer clients a strategy for managing their money that would be tailored to the client's personal needs. The range of which an advisor may specialize in varies depending on his or her credentials, experience, and areas of interest.