Find a Financial Advisor in Mineola, NY

 

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

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We Only Work With The Best Mineola 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 Mineola, NY


  • Financial Advisor Close to Mineola, 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 Mineola, 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 Mineola, NY

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

  • Population: 19,186
  • % of Population 62 Years and Over: 22.1%
  • Average Home Value: $522,200
  • Average Monthly Housing Cost: $1,830
  • Average Household Income: $121,889
  • 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 Mineola, NY

 

LESLIE MARIE GIORDANO

Website

(516) 747-5210

114 Old Country Rd
Ste. 520
Mineola, NY 11501

SEC#: 801-118442
Years in Business: 1 years

THE WEALTHPLAN LLC

Website

(516) 400-7111

1539 Franklin Ave
Suite 201
Mineola, NY 11501

SEC#: 801-117919
Years in Business: 1 years

J.P. MORGAN SECURITIES LLC

Website

(516) 739-8990

216 Old Country Road

Mineola, NY 11501

SEC#: 801-3702
Years in Business: 56 years

J.P. MORGAN SECURITIES LLC

Website

(516) 739-8990

216 Old Country Road

Mineola, NY 11501

SEC#: 801-3702
Years in Business: 56 years

J.P. MORGAN SECURITIES LLC

Website

(516) 739-8990

216 Old Country Road

Mineola, NY 11501

SEC#: 801-3702
Years in Business: 56 years

J.P. MORGAN SECURITIES LLC

Website

(516) 739-8990

216 Old Country Road

Mineola, NY 11501

SEC#: 801-3702
Years in Business: 56 years

J.P. MORGAN SECURITIES LLC

Website

(516) 739-8990

216 Old Country Road

Mineola, NY 11501

SEC#: 801-3702
Years in Business: 56 years

 


Mineola, NY Financial Advisor FAQs

Yes. Regardless of any money you earn or anything you own, to manage your finances well, someone with professional training is likely very helpful.
Choosing a financial advisor can seem daunting, but the easiest way to answer that question is to ask yourself how you want things done.
A financial advisor can provide you with strategies that will help you grow your money, potentially at a higher rate than the stock market.
Answer: It's a good idea to ask a financial advisor these questions: How does your firm work to protect me from investment losses? What percent of your clients have achieved X return so far this year? What level of risk am I comfortable taking on with my investments right now? How often do you review my entire portfolio together with me as part of our annual meeting?