Oswego County, NY Financial Advisors and Resources

Financial Advisor Firms in Oswego County, NY



(315) 668-3332

569 Little Canada Road

Central Square, NY 13036

SEC#: 801-50326
Years in Business: 26 years

How Retirement-Friendly is Oswego County, NY?

  • Population: 118,339
  • % of Population 62 Years and Over: 19.5%
  • Average Home Value: $113,400
  • Average Monthly Housing Cost: $859
  • Average Household Income: $71,632
  • 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.)

Oswego County, NY Financial Advisor FAQs

Here are the three main ways financial advisors get paid: Client fees, commissions, salaries.
Some financial advisors offer additional services such as tax preparation and portfolio management with access to investment professionals who can provide guidance in buying and selling investments and mutual funds.
Definitely. Financial advisors are what you might call helpers. A financial advisor helps you with your finances by finding out what kind of returns you were looking for and then they go out and find investments that will give those returns.
What do you enjoy about your job or what do you hate about it? This will help you gauge if a particular financial advisor is truly passionate about his/her job and is working for more than just the paycheck.