Putnam County, NY Financial Advisors and Resources



Financial Advisor Firms in Putnam County, NY


WEISS FINANCIAL GROUP LLC

Website

(845) 621-4700

704 Route 6

Mahopac, NY 10541

SEC#: 801-72871
Years in Business: 9 years

NATIONAL ASSET MANAGEMENT, INC.

Website

(845) 208-8875

422 Us Route 6

Mahopac, NY 10541

SEC#: 801-64837
Years in Business: 15 years

SECURE INVESTMENT MANAGEMENT, LLC

Website

(520) 269-4003

42 Papania Drive

Mahopac, NY 10541

SEC#: 801-80752
Years in Business: 6 years

SEARLE & CO.

Website

(845) 424-4476

782 Route 9D

Garrison, NY 10524

SEC#: 801-68574
Years in Business: 13 years


How Retirement-Friendly is Putnam County, NY?

  • Population: 98,787
  • % of Population 62 Years and Over: 21.2%
  • Average Home Value: $364,100
  • Average Monthly Housing Cost: $2,020
  • Average Household Income: $131,096
  • 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.)


Putnam County, NY Financial Advisor FAQs

The commission/hourly fee can depend on what kind of investment you have. But with stocks and bonds, it's usually a percentage of your purchase price per year.
You can check on FINRA's website about who they recognize as registered and insured representatives.
Financial advisors establish financial plans for their clients, help them grow their wealth by streamlining investments, and they give sound guidance on how to withdrawal funds without incurring high taxes.
Some questions to ask are: What is the basis for your qualifications to advise me on investing? What do you have? What do I have? Is there a difference in risk factors between our investment portfolio options and what effect would a situation arise if a position ran out of money or got very high returns from an investment, etc.?