Find a Financial Advisor in Port Jefferson, NY

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We Only Work With The Best Port Jefferson Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

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Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Port Jefferson, NY


  • Financial Advisor Close to Port Jefferson, NY

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Port Jefferson, NY


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Port Jefferson, NY

We evaluated over 13,000 RIA firms to bring you the best of the best Port Jefferson financial advisors.
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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.)



The Top 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: 6 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: 10 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: 10 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: 10 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: 10 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: 10 years

 


Port Jefferson, NY Financial Advisor FAQs

Upon the north shore of Long Island, Port Jefferson is an incorporated community in the Town of Brookhaven, Suffolk County, New York. According to the United States Census Bureau, the inhabitants of the Incorporated Village of Port Jefferson was 7,962 as of the year 2020.  Mather Hospital, St. Charles, and Suffolk OB/GYN are some of the notable employers in the area. The Bridgeport and Port Jefferson Steamboat Company, which transports hundreds of people to and from Connecticut each day, has made Port Jefferson a major tourist destination in Suffolk County as well as a transportation center. We can be of help on your financial journey through financial advisors stationed in Port Jefferson, an incorporated community in the Town of Brookhaven in Suffolk County, New York, on Long Island's North Shore. Port Jefferson has transitioned to a tourist-based economy. The port operates as the terminal of the Bridgeport & Port Jefferson Ferry, one of two commercial ferry lines connecting Long Island and Connecticut, and it also serves as the terminus of the Long Island Rail Road's Port Jefferson Branch. It is also the cultural, commercial, and transportation hub for the nearby communities of Port Jefferson Station, Belle Terre, Mount Sinai, Miller Place, Poquott, and the Setaukets. Check out the links below to route you to financial advisors close by.

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.

Disclaimer: The above references an opinion and is for information purposes only. It is not intended to be investment advice. Seek a duly licensed professional for investment advice.