Pleasantville, NY Financial Advisors and Resources



Financial Advisor Firms in Pleasantville, NY


COHANZICK MANAGEMENT LLC

Website

(914) 741-9600

427 Bedford Road

Pleasantville, NY 10570

SEC#: 801-70109
Years in Business: 12 years

CROSSINGBRIDGE ADVISORS, LLC

Website

(914) 741-1515

427 Bedford Road, Suite 230

Pleasantville, NY 10570

SEC#: 801-110043
Years in Business: 4 years

THOMASLLOYD GLOBAL ASSET MANAGEMENT (AMERICAS) LLC

Website

(914) 495-3630

427 Bedford Road

Pleasantville, NY 10570

SEC#: 801-113991
Years in Business: 3 years

BULLDOG INVESTORS, LLC

Website

(914) 747-5262

60 Heritage Drive

Pleasantville, NY 10570

SEC#: 801-70596
Years in Business: 12 years

BULLDOG INVESTORS, LLP

Website

(914) 747-5262

60 Heritage Drive

Pleasantville, NY 10570

SEC#: 801-70596
Years in Business: 12 years


How Retirement-Friendly is Pleasantville, NY?

  • Population: 7,221
  • % of Population 62 Years and Over: 17.9%
  • Average Home Value: $629,200
  • Average Monthly Housing Cost: $2,404
  • Average Household Income: $171,517
  • 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.)


Pleasantville, NY Financial Advisor FAQs

Financial advisors are paid in a number of different ways, including commissions, fees for services rendered, earnings on investments they manage on behalf of clients, and other sources.
Absolutely. Not having a financial advisor or a plan to get one can result in many long-term problems which will cost you money and time, so it's worth the initial investment to avoid these.
It is recommend looking at your friends and family for referrals. If you know any, ask them who they work with and what they think of their advisor. Directly asking them can be difficult since most people are not very good at evaluating the competency of advisors; however, if a person trusts their advisor enough to let them handle all or even some of their money, then that is probably a sign that the financial advisor is worth investigating further.
The power of a financial advisor is they can analyze your current situation and recommend investments tailored specifically for you based on what you hope to achieve. The challenge these days is that also adding the fees into the mix that you need to invest just so that your portfolio will work for you over time.