Port Jefferson, NY Financial Advisors and Resources



Financial Advisor Firms in Port Jefferson, NY


ST. JAMES INVESTMENT ADVISORS, LLC

Website

(631) 979-6520

646 Main Street, Suite 10

Port Jefferson, NY 11777

SEC#: 801-107821
Years in Business: 5 years

FQS CAPITAL PARTNERS LP

Website

(631) 978-7212

40 North Country Road

Port Jefferson, NY 11777

SEC#: 801-108021
Years in Business: 5 years

CONCORDE ASSET MANAGEMENT, LLC

Website

(631) 474-1610

417 E. Main Street
3rd Floor
Port Jefferson, NY 11777

SEC#: 801-74519
Years in Business: 9 years

CONCORDE ASSET MANAGEMENT, LLC

Website

(631) 474-1610

417 E. Main Street
3rd Floor
Port Jefferson, NY 11777

SEC#: 801-74519
Years in Business: 9 years

CONCORDE ASSET MANAGEMENT, LLC

Website

(631) 474-1610

417 E. Main Street
3rd Floor
Port Jefferson, NY 11777

SEC#: 801-74519
Years in Business: 9 years

CONCORDE ASSET MANAGEMENT, LLC

Website

(631) 474-1610

417 E. Main Street
3rd Floor
Port Jefferson, NY 11777

SEC#: 801-74519
Years in Business: 9 years

CONCORDE ASSET MANAGEMENT, LLC

Website

(631) 474-1610

417 E. Main Street
3rd Floor
Port Jefferson, NY 11777

SEC#: 801-74519
Years in Business: 9 years


How Retirement-Friendly is Port Jefferson, NY?

  • Population: 7,939
  • % of Population 62 Years and Over: 24.3%
  • Average Home Value: $535,500
  • Average Monthly Housing Cost: $2,128
  • Average Household Income: $143,489
  • 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.)


Port Jefferson, NY Financial Advisor FAQs

A financial advisor helps a client to invest, save and spend in a way that will fit the client's needs both now and in the future.
It depends on the advisor and the services they offer. There is no standardization in terms of rates, but you can start by checking out your local state licenses board to make sure your prospective advisor has all of his/her requisite license qualifications. You can also research how specific business practices are compensated before making an arrangement with them, which will help keep things transparent for both parties involved. They will ask for some important personal information including income level, personal risk tolerance, financial goals, etc.
Find an advisor who has a philosophy of investing that matches your goals. The internet is the best place to start. Check credentials, make sure they are registered with regulatory bodies in finance sector.
You need a financial advisor if you want professional advice on saving for retirement, taxes, taxes if you sell your house, life insurance coverage, and becoming a millionaire.