Pelham, NY Financial Advisors and Resources



Financial Advisor Firms in Pelham, NY


EXOS ASSET MANAGEMENT LLC

Website

(212) 498-8942

1023 Esplanade

Pelham, NY 10803

SEC#: 801-119726
Years in Business: 0 years


How Retirement-Friendly is Pelham, NY?

  • Population: 6,941
  • % of Population 62 Years and Over: 16.4%
  • Average Home Value: $732,200
  • Average Monthly Housing Cost: $2,599
  • Average Household Income: $232,379
  • 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.)


Pelham, NY Financial Advisor FAQs

Check references and qualifications. Ask what education they received and who their previous employers were before trusting anyone. A brief google search should be enough to uncover information on most people so getting a reference from a former employer is valuable when it comes time to decide which adviser is right for you.
A financial advisor can work with you to identify your personal or business goals, provide timely counsel on how to achieve those goals, and assess the success of various strategies.
The role of a financial advisor is often to help people invest in order to reach their goals. The advice might be tailored for a person's current situation or what they hope will happen in the next few years, down the road. Some have experience with only certain types of customers, such as people who are older and set in retirement. But there are a number of different roles a financial advisor can play in helping customers manage money and investments.
Financial advisors typically charge a percentage of the assets being managed, so the cost is based on one's level of financial sophistication. Instead of paying a fee, pay attention to what needs your advisor might be able to help you with and explore the different service methods available.