Nyack, NY Financial Advisors and Resources



Financial Advisor Firms in Nyack, NY


PAOLINO, WILLIAM

Website

(845) 348-7663

Nyack Business Center
99 Main St., #108
Nyack, NY 10960

SEC#: 801-68422
Years in Business: 14 years

WCG WEALTH ADVISORS, LLC

Website

(800) 541-6364

11 Kold St.

Nyack, NY 10960

SEC#: 801-80386
Years in Business: 7 years

WCG WEALTH ADVISORS, LLC

Website

(800) 541-6364

11 Kold St.

Nyack, NY 10960

SEC#: 801-80386
Years in Business: 7 years


How Retirement-Friendly is Nyack, NY?

  • Population: 7,173
  • % of Population 62 Years and Over: 30.6%
  • Average Home Value: $491,500
  • Average Monthly Housing Cost: $1,969
  • Average Household Income: $95,520
  • 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.)


Nyack, NY Financial Advisor FAQs

Financial advisors help clients protect their assets while pursuing financial goals. They typically work with individuals, families, or businesses. A financial advisor is responsible for managing all of the finances in your life.
The world of finance can be complex, but hiring a good financial advisor is worth your time. Why? A reputable advisor will be licensed, bonded, or both in their state of residence. Along with meeting the legal requirements to work in this field, many are required to have advanced training after they graduate from school.
A financial advisor needs to have successfully passed the toughest series of tests you can find, so ensure they are licensed with the Securities and Exchange Commission or are certified by an organization such as Chartered Financial Analyst (CFA) Society.
Financial advisors have a number of different sources to compensate them. Perhaps the most traditional and sensible way is through a commission on the sale of stocks and bonds. Another popular form is as an advisory fee paid by assets under management (AUM).