Medford, NY Financial Advisors and Resources



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: 18 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


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.)


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.