Newburgh, IN Financial Advisors and Resources



Financial Advisor Firms in Newburgh, IN


LYNCH & ASSOCIATES

Website

(812) 853-0878

10644 Newburgh Rd
Sr 662
Newburgh, IN 47630

SEC#: 801-47981
Years in Business: 26 years

PFG INVESTMENTS, LLC

Website

(812) 842-2254

12 E. Water Street

Newburgh, IN 47629

SEC#: 801-77166
Years in Business: 8 years

PFG INVESTMENTS, LLC

Website

(812) 842-2254

12 E. Water Street

Newburgh, IN 47629

SEC#: 801-77166
Years in Business: 8 years

PFG INVESTMENTS, LLC

Website

(812) 842-2254

12 E. Water Street

Newburgh, IN 47629

SEC#: 801-77166
Years in Business: 8 years

PFG INVESTMENTS, LLC

Website

(812) 842-2254

12 E. Water Street

Newburgh, IN 47629

SEC#: 801-77166
Years in Business: 8 years

PFG INVESTMENTS, LLC

Website

(812) 842-2254

12 E. Water Street

Newburgh, IN 47629

SEC#: 801-77166
Years in Business: 8 years

PFG INVESTMENTS, LLC

Website

(812) 842-2254

12 E. Water Street

Newburgh, IN 47629

SEC#: 801-77166
Years in Business: 8 years

PFG INVESTMENTS, LLC

Website

(812) 842-2254

12 E. Water Street

Newburgh, IN 47629

SEC#: 801-77166
Years in Business: 8 years

PFG INVESTMENTS, LLC

Website

(812) 842-2254

12 E. Water Street

Newburgh, IN 47629

SEC#: 801-77166
Years in Business: 8 years


How Retirement-Friendly is Newburgh, IN?

  • Population: 3,245
  • % of Population 62 Years and Over: 21.9%
  • Average Home Value: $178,500
  • Average Monthly Housing Cost: $816
  • Average Household Income: $101,641
  • Indiana Total Tax Burden: 8.15% (18th Lowest in U.S.)
  • Indiana Property Tax: 2.19% (11th Lowest in U.S.)
  • Indiana Individual Income Tax: 2.05% (18th Lowest in U.S.)
  • Indiana Sales and Excise Tax: 3.91% (16th Highest in U.S.)


Newburgh, IN Financial Advisor FAQs

A financial advisor can be involved in three ways: commission, fee-based, and a combination of the two. Although a certified financial planner can get paid both by commission and fees for their services, not all advisors are CFPs, which is why it's important to ask them about whether they charge commissions up front or when you make trades.
If you want to make sure your investments and assets are growing in a sustainable way, it is best to work with an expert who's been tested and proven. A good rule of thumb is that the more money you have, the higher quality advice you need.
The three main things that matter are the advisor's credentials, whether they are registered and licensed, and their knowledge of the industry. It is important to know that when choosing a financial advisor you should not compartmentalize aspects such as fees, investment portfolio knowledge and advisory style.
To find a financial advisor, you can look for someone who has taken the requisite number of hours of Continuing Education in order to be licensed by the Securities and Exchange Commission. The National Association of Personal Financial Counsellors is an organization that certifies these advisors.