New Paltz, NY Financial Advisors and Resources



Financial Advisor Firms in New Paltz, NY


BEYOND WEALTH MANAGEMENT GROUP, LLC

Website

(845) 750-6213

101 Main Street
Rear Building
New Paltz, NY 12561

SEC#: 801-112673
Years in Business: 3 years

SAMALIN INVESTMENT COUNSEL, LLC

Website

(914) 666-6600

40 Yankee Folly Rd

New Paltz, NY 12561

SEC#: 801-67465
Years in Business: 14 years


How Retirement-Friendly is New Paltz, NY?

  • Population: 7,165
  • % of Population 62 Years and Over: 12.7%
  • Average Home Value: $261,700
  • Average Monthly Housing Cost: $1,394
  • Average Household Income: $65,326
  • 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 Paltz, NY Financial Advisor FAQs

A financial advisor should always have an interest in your wellbeing as a client, not just their own. Make sure that the person you're speaking with fully understands your goals and is able to provide up-to-date information on those goals to help guide both now and future decisions.
Ask colleagues, friends, family members and coworkers who they use as an advisor and what their experiences were like (positive or negative). You'll probably want to prioritize those that come highly recommended by people you trust - usually those who have similar goals as yours.
Services are typically billed on an hourly or annual basis, which can vary depending on the type of financial advisor's services. The more comprehensive the service plan, the higher rates will be for hour-based billing. Hourly billing may also depend on experience level, with entry-level advisors usually seeing the lowest rates.
A financial advisor is someone who helps clients manage their personal finances or businesses budgets. This is often done by discussing the client's objectives, meeting with them to find out details of their income and expenditure patterns, analysing risk (or volatility), devising courses of action accordingly.