Port Jefferson Station, NY Financial Advisors and Resources

Financial Advisor Firms in Port Jefferson Station, NY



(631) 331-1400

One Roosevelt Avenue

Port Jefferson Station, NY 11776

SEC#: 801-11732
Years in Business: 45 years

How Retirement-Friendly is Port Jefferson Station, NY?

  • Population: 7,397
  • % of Population 62 Years and Over: 22.6%
  • Average Home Value: $384,100
  • Average Monthly Housing Cost: $2,285
  • Average Household Income: $106,055
  • 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 Station, NY Financial Advisor FAQs

A financial advisor may be suitable for someone who has a lot of assets, is in an uncertain job market, or is looking to save time while investing.
As with any professional, the first step is to ask family and/or friends for recommendations. Talk to at least two potential advisors about what services they offer, how much those services cost, and if they are affiliated with a network or company that offers discounts on various products or bundles of different products. Ideally, it should be an advisor who is certified within the industry.
A financial advisor helps people with their investments, jobs, and retirement. They help put together a plan of action so that you can reach your long-term financial goals. They do this by understanding your current age, income level, risk tolerance, social security benefits date, amount of debt owed and other information to see what will work for your situation.
The cost of a financial advisor varies based on their qualifications and specific services offered.