Ontario County, NY Financial Advisors and Resources



Financial Advisor Firms in Ontario County, NY


PROSPERITY ADVISORY GROUP LLC

Website

(585) 381-5900

50 Square Drive
Suite 220
Victor, NY 14564

SEC#: 801-119613
Years in Business: 1 years

KM ADVISORY SERVICES

Website

(585) 381-5900

50 Square Drive
Suite 220
Victor, NY 14564

SEC#: 801-52224
Years in Business: 25 years

EVER GREEN WEALTH MANAGEMENT, LLC

Website

(585) 742-0271

6534 Anthony Drive
Suite D
Victor, NY 14564

SEC#: 801-117694
Years in Business: 1 years

COOPER/HAIMS ADVISORS, LLC

Website

(585) 248-6400

50 Square Drive
Suite 210
Victor, NY 14564

SEC#: 801-61599
Years in Business: 18 years

TRU INDEPENDENCE ASSET MANAGEMENT 2

Website

(585) 565-4450

1501 Pittsford Victor Rd
Suite 101
Victor, NY 14564

SEC#: 801-118810
Years in Business: 1 years

SECURITIES AMERICA ADVISORS, INC.

Website

(585) 433-9124

580 Fishers Station Drive

Victor, NY 14564

SEC#: 801-45628
Years in Business: 27 years

SECURITIES AMERICA ADVISORS, INC.

Website

(585) 410-6733

6536 Anthony Dr Ste B

Victor, NY 14564

SEC#: 801-45628
Years in Business: 27 years

H. BECK, INC.

Website

(585) 586-2600

29 Lasalle Parkway

Victor, NY 14564

SEC#: 801-
Years in Business: 0 years

GROVE POINT ADVISORS, LLC

Website

(585) 586-2600

29 Lasalle Parkway

Victor, NY 14564

SEC#: 801-56879
Years in Business: 22 years


How Retirement-Friendly is Ontario County, NY?

  • Population: 109,511
  • % of Population 62 Years and Over: 23.4%
  • Average Home Value: $167,600
  • Average Monthly Housing Cost: $1,005
  • Average Household Income: $88,255
  • 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.)


Ontario County, NY Financial Advisor FAQs

Common fee structures are fee-only and fee-based. A fee-only advisor doesn't earn commissions. A fee-based advisor earns revenue from a combination of client fees and commissions.
A financial advisor's role is to assist you in building a sound financial plan. Financial planning can help individuals and families for retirement, college education saving or paying off student loans, or improve the security of your family finances.
Financial advisors are one of the best things anyone can enlist in order take care of themselves financially. They can be helpful for helping people improve their credit score, consolidate debt, manage investments and plan for retirement while also recommending lower fees when possible.
How often will you communicate with me? Communication is a very critical part of your relationship with the financial advisor. Make sure you clarify how these things will work.