Find a Financial Advisor in Montebello, NY

 

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

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We Only Work With The Best Montebello Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

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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 Montebello, NY


  • Financial Advisor Close to Montebello, 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 Montebello, 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 Montebello, NY

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

  • Population: 4,610
  • % of Population 62 Years and Over: 21.3%
  • Average Home Value: $606,900
  • Average Monthly Housing Cost: $2,625
  • Average Household Income: $207,264
  • 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 Montebello, NY

 

PEGASUS ASSET MANAGEMENT INC

Website

(845) 369-9422

400 Rella Blvd.
Suite 157
Montebello, NY 10901

SEC#: 801-3186
Years in Business: 58 years

PEGASUS GROUP, LLC

Website

(845) 369-9422

400 Rella Blvd.
Suite 157
Montebello, NY 10901

SEC#: 801-60436
Years in Business: 20 years

SPORTS & ENTERTAINMENT INVESTMENT ADVISERS, LLC

Website

(845) 369-9422

400 Rella Boulevard
Suite 157
Montebello, NY 10901

SEC#: 801-108742
Years in Business: 5 years

 


Montebello, NY Financial Advisor FAQs

The most common way financial advisors are paid is as a commission from various investments they recommend to their clients. In some cases, the advisor may also receive a portion of any service fees that are charged for investment management services or portfolio transactions.
This is a difficult question and the advice is going to need to tailored based on what you are looking for. There are, however, certain best practices that everyone should look at when evaluating potential financial advisors including their credentials (look for experience with employees of various industries), qualifications (record of continuing education, designations such as CPA), any disciplinary history (recovering from bankruptcy or settling insider trading dispute) and experience in their field.
Some people will work with a financial advisor who they meet through a referral from a friend or family member. Others prefer to go online and do some research on their own before going into an office for their first meeting.
Firstly, there are different types of advisors, for example investment advisors who may help guide young individuals with future savings. An advisor will typically have a financial plan that they can provide to you based on your income and risk level. A financial advisor will contribute in many ways to make sure your finances are running smoothly like deciding when to buy long term investments (stocks) or short term (cash).