Pawling, NY Financial Advisors and Resources



Financial Advisor Firms in Pawling, NY


BOURNE LENT ASSET MANAGAMENT, INC.

Website

(845) 855-1590

3 Memorial Avenue

Pawling, NY 12564

SEC#: 801-57773
Years in Business: 21 years

INTEGRATED WEALTH CONCEPTS LLC

Website

(845) 289-0035

1 Dutchess Court Plaza
145 Route 22, Suite 204
Pawling, NY 12564

SEC#: 801-108179
Years in Business: 5 years

INTEGRATED WEALTH CONCEPTS LLC

Website

(845) 289-0035

1 Dutchess Court Plaza
145 Route 22, Suite 204
Pawling, NY 12564

SEC#: 801-108179
Years in Business: 5 years

INTEGRATED WEALTH CONCEPTS LLC

Website

(845) 289-0035

1 Dutchess Court Plaza
145 Route 22, Suite 204
Pawling, NY 12564

SEC#: 801-108179
Years in Business: 5 years

INTEGRATED WEALTH CONCEPTS LLC

Website

(845) 289-0035

1 Dutchess Court Plaza
145 Route 22, Suite 204
Pawling, NY 12564

SEC#: 801-108179
Years in Business: 5 years

INTEGRATED WEALTH CONCEPTS LLC

Website

(845) 289-0035

1 Dutchess Court Plaza
145 Route 22, Suite 204
Pawling, NY 12564

SEC#: 801-108179
Years in Business: 5 years

INTEGRATED WEALTH CONCEPTS LLC

Website

(845) 289-0035

1 Dutchess Court Plaza
145 Route 22, Suite 204
Pawling, NY 12564

SEC#: 801-108179
Years in Business: 5 years


How Retirement-Friendly is Pawling, NY?

  • Population: 2,029
  • % of Population 62 Years and Over: 23.8%
  • Average Home Value: $285,000
  • Average Monthly Housing Cost: $1,371
  • Average Household Income: $92,866
  • 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.)


Pawling, NY Financial Advisor FAQs

They get paid by companies that manage assets, such as banks and other corporations. In other words, it's a lot of different ways mainly including commissions from sales of financial products - stocks, bonds, mutual funds etc., revenue-sharing from insurance plans sold to individuals or groups through the advisor's employer or other business agreements.
Yes. A financial advisor can help you to invest properly and be aware of any opportunities to save money. Some people want to manage their own investments and stay in control or just don't care about investing properly and staying on top of it and prefer playing the lottery.
Do a thorough interview with your potential financial advisor to help you determine if he or she is a match for your unique needs and objectives as well as your personal skillset and tolerance for risk taking behavior. Finally, don't be afraid to negotiate fees!
It's not enough to ask for references from people they have been working with for years. Asking themselves how or why they do things may seem straight forward but can be very confusing for others. A good rule of thumb is asking where advisers stand on different issues both their past performance and what they think the future will bring financially.