Find a Financial Advisor in Nesconset, NY


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We Only Work With The Best Nesconset Financial Advisors

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Our partners will never sell investment products they receive a commission from


All of our partners have been in business for 10+ years

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All of our partners are advisors who hold the proper designations from FINRA


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 Nesconset, NY

  • Financial Advisor Close to Nesconset, 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 Nesconset, NY

A good financial planner can increase your returns by as much as 3% annually.


Without Advisor

With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Nesconset, NY

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

  • Population: 13,293
  • % of Population 62 Years and Over: 24.3%
  • Average Home Value: $465,000
  • Average Monthly Housing Cost: $2,378
  • Average Household Income: $145,274
  • 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 Nesconset, NY




(631) 979-2142

181 Smithtown Blvd

Nesconset, NY 11767

SEC#: 801-19338
Years in Business: 38 years


Nesconset, NY Financial Advisor FAQs

It depends on the level of financial savvy that you have. There are no one size fits all approach to finance since everyone needs different levels of support, but what you really need is help getting your finances in order. A qualified advisor can provide professional guidance and recommendations, which will make it easier to take control your finances. Consulting with an advisor before taking any financial decision would be beneficial to ensure they are aligned with your specific goals and objectives.
You can find a financial advisor by going through your personal network of friends, family and colleagues. If you don't have someone in mind, ask them for referrals. You can also go to an online search portal and get matched with people based on your specific area of need.
Financial advisors act as experts in their field concerning laws pertaining to finances, investments, securities, taxes or retirement accounts. They also tailor solutions around one's current net worth or expected earnings over time.
The cost of a financial advisor varies. A fee for service advisor can charge a flat monthly or hourly fee, or a percentage of assets managed, and the amount is going to be determined by their depth of knowledge and complexity.