Poquoson, VA Financial Advisors and Resources

Financial Advisor Firms in Poquoson, VA

How Retirement-Friendly is Poquoson, VA?

  • Population: 12,090
  • % of Population 62 Years and Over: 23.6%
  • Average Home Value: $329,200
  • Average Monthly Housing Cost: $1,592
  • Average Household Income: $104,312
  • Virginia Total Tax Burden: 7.86% (14th Lowest in U.S.)
  • Virginia Property Tax: 2.93% (22nd Highest in U.S.)
  • Virginia Individual Income Tax: 2.87% (11th Highest in U.S.)
  • Virginia Sales and Excise Tax: 2.06% (6th Lowest in U.S.)

Poquoson, VA Financial Advisor FAQs

Ask if they have a fiduciary responsibility. If they do, they must always act in your best interests even if it means lesser earnings on their part. A fiduciary advisor commits to always choose investments they think are best for you.
Financial advisors can be either paid via commissions or fee-based. Advisors will earn commission based on the transactions they recommend their clients. For fee-based, they charge their clients either an hourly rate or a percentage of assets managed.
Here are some of the things you should be looking for in a financial advisor: length and quality of work experience, knowledge and skills, licenses, and good client satisfaction review.
Yes. A financial advisor can look at your entire financial picture and help you make decisions in an unbiased manner, with knowledge of how assets work together and with the most up-to-date tax laws.