Nassau County, NY Financial Advisors and Resources



Financial Advisor Firms in Nassau County, NY


MEADOWBROOK WEALTH MANAGEMENT, LLC

Website

(888) 888-5250

1044 Franklin Avenue
Suite 204
Garden City, NY 11530

SEC#: 801-110418
Years in Business: 4 years

CORNERSTONE PROFESSIONAL ADVISOR SERVICES, LLC

Website

(516) 408-1160

9 Endo Blvd.

Garden City, NY 11530

SEC#: 801-61925
Years in Business: 19 years

HILTON CAPITAL MANAGEMENT, LLC

Website

(516) 693-5380

1010 Franklin Avenue

Garden City, NY 11530

SEC#: 801-60776
Years in Business: 19 years

FLYNN ZITO CAPITAL MANAGEMENT, LLC

Website

(516) 746-9000

585 Stewart Ave
Suite 620
Garden City, NY 11530

SEC#: 801-71111
Years in Business: 11 years

STEPHEN J. GARRY & ASSOCIATES, LLC

Website

(516) 280-5588

990 Stewart Avenue
Suite 190
Garden City, NY 11530

SEC#: 801-113487
Years in Business: 3 years

BRIXTON CAPITAL WEALTH ADVISORS, LLC

Website

(516) 222-3500

1305 Franklin Ave
Suite 300
Garden City, NY 11530

SEC#: 801-110811
Years in Business: 4 years

PRIVATE CLIENT ASSET MANAGEMENT, INC.

Website

(516) 280-4622

401 Franklin Ave, Suite 110

Garden City, NY 11530

SEC#: 801-74655
Years in Business: 9 years

LA FERLA GROUP LLC

Website

(877) 257-9040

1050 Franklin Avenue
Suite 400
Garden City, NY 11530

SEC#: 801-92167
Years in Business: 6 years

UNITED WEALTH PLANNING, LLC

Website

(516) 222-0021

377 Oak Street
Suite 403
Garden City, NY 11530

SEC#: 801-106716
Years in Business: 6 years


How Retirement-Friendly is Nassau County, NY?

  • Population: 1356,509
  • % of Population 62 Years and Over: 21.2%
  • Average Home Value: $496,400
  • Average Monthly Housing Cost: $2,361
  • Average Household Income: $152,785
  • 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.)


Nassau County, NY Financial Advisor FAQs

There are 4 ways that people are paid by the financial advisement industry. These are commission model, quota-based compensation, market-fee based annual salary, or a mix of any of the three.
Financial advisors will also work with clients to manage risk by using stop-loss orders and other methods. A financial advisor may make use of analysis of the stock market for an investor's portfolio which is known as quantitative analysis or technical analysis.
It's likely that you do. No matter how skilled at managing money you think you are, there is no such thing as a self-made millionaire. Somebody, especially with an objective point of view, always helped them along the way.
You want to ask your prospective advisor whether they are a fiduciary, and what measures they take to ensure that information isn't disclosed inappropriately. You should also inquire about the types of investments and strategies they use and what their fee structure is.