Millbrook, NY Financial Advisors and Resources



Financial Advisor Firms in Millbrook, NY


SEAHORSE FINANCIAL ADVISERS INC.

Website

(845) 605-8122

52 Front St.

Millbrook, NY 12545

SEC#: 801-77819
Years in Business: 8 years

COLLINS CAPITAL MANAGEMENT

Website

(845) 677-3916

8 Skyward Lane

Millbrook, NY 12545

SEC#: 801-73016
Years in Business: 9 years

SEAHORSE FINANCIAL ADVISERS INC.

Website

(845) 304-8919

373 Shunpike

Millbrook, NY 12545

SEC#: 801-77819
Years in Business: 8 years


How Retirement-Friendly is Millbrook, NY?

  • Population: 1,443
  • % of Population 62 Years and Over: 33.2%
  • Average Home Value: $314,500
  • Average Monthly Housing Cost: $1,399
  • Average Household Income: $98,355
  • 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.)


Millbrook, NY Financial Advisor FAQs

The more educated you are about finance the better decisions you will make for yourself. Most importantly an advisor should be someone you trust and feel comfortable with, they should always act in your best interests while also explaining their reasoning behind each decision made. An advisor should offer guidance while leaving choices open for the individual (to build discipline).
A financial advisor should be your first line of defense when it comes to managing money. Taking care of you and your finances is their job, and they can watch out for things that you wouldn't notice yourself. Your advisor will do a range of core jobs for you, such as retirement planning, investment management, estate planning and so on.
Here are some points to keep in mind when selecting a financial advisor. 1) Meet with the advisor personally and ask them questions about their credentials, work experience, company information on investments they would recommend, etc. 2) Make sure that both you and your financial advisor share the same philosophy of investing.
The cost to work with a financial advisor varies depending on who they are and what services they provide. Typical upfront fees can range anywhere from $250 to $5,000 or more for various types of clients (i.e., retail vs. high-net-worth individuals). However, these fees will not apply if the client pays for professional advice by trading commissions charged against the account balance the advisor is managing.