New Hartford, NY Financial Advisors and Resources



Financial Advisor Firms in New Hartford, NY


ASCENT WEALTH PARTNERS, LLC

Website

(315) 624-7300

89 Genesee Street

New Hartford, NY 13413

SEC#: 801-72693
Years in Business: 10 years

ROBERT W. BAIRD & CO. INCORPORATED

Website

(800) 950-1130

555 French Road
Building 2
New Hartford, NY 13413

SEC#: 801-7571
Years in Business: 50 years

ROBERT W. BAIRD & CO. INCORPORATED

Website

(800) 950-1130

555 French Road
Building 2
New Hartford, NY 13413

SEC#: 801-7571
Years in Business: 50 years


How Retirement-Friendly is New Hartford, NY?

  • Population: 1,774
  • % of Population 62 Years and Over: 24.8%
  • Average Home Value: $153,000
  • Average Monthly Housing Cost: $1,043
  • Average Household Income: $100,114
  • 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.)


New Hartford, NY Financial Advisor FAQs

Sit down with them face-to-face, ask specific questions (rather than using adjectives), and make sure you understand why their investment strategy is tailored towards what is best for YOU. Instead of asking What's the best stock?, ask What should I invest in?.
Yes. It's always a good idea to speak with someone knowledgeable about your personal budget and financial goals.
Financial advisor are experts in getting people past the traps, pitfalls, and annoyances of everyday life when it comes to their finances. This means not only managing money but also managing one's mental health by ensuring that there is always enough left over.
Advisors typically charge a fee for managing a portfolio, often called commissions. Commission-based compensation creates an incentive for investment firms to push riskier products with higher commission rates because that's where they make the most money.