Find a Financial Advisor in Port Jefferson Station, NY


Get Top Tier Financial Planning

We did the hard work of finding trustworthy partners in Port Jefferson Station, NY.

Jump To List of Advisors

  • This field is for validation purposes and should be left unchanged.

We Only Work With The Best Port Jefferson Station Financial Advisors

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

3rd Party Rankings

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


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


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 Station, NY

  • Financial Advisor Close to Port Jefferson Station, 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 Station, NY

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


Without Advisor

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 Station, NY

We evaluated over 13,000 RIA firms to bring you the best of the best Port Jefferson Station financial advisors.
  • This field is for validation purposes and should be left unchanged.

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.)

The Top 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


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.