Rensselaer County, NY Financial Advisors and Resources



Financial Advisor Firms in Rensselaer County, NY


QUARTZ PARTNERS INVESTMENT MANAGEMENT

Website

(800) 433-0422

17 1st Street
Suite 206
Troy, NY 12180

SEC#: 801-80822
Years in Business: 6 years

FAGAN ASSOCIATES INC

Website

(518) 279-1044

767 Hoosick Road

Troy, NY 12180

SEC#: 801-50955
Years in Business: 25 years

BOUCHEY FINANCIAL GROUP LTD

Website

(518) 720-3333

1819 Fifth Avenue

Troy, NY 12180

SEC#: 801-51979
Years in Business: 25 years

CAPITAL FINANCIAL PLANNING, LLC

Website

(518) 286-1611

150 Defreest Dr

Troy, NY 12810

SEC#: 801-108219
Years in Business: 5 years


How Retirement-Friendly is Rensselaer County, NY?

  • Population: 159,185
  • % of Population 62 Years and Over: 20.9%
  • Average Home Value: $195,000
  • Average Monthly Housing Cost: $1,113
  • Average Household Income: $85,835
  • 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.)


Rensselaer County, NY Financial Advisor FAQs

The three ways financial advisors get paid are thru commissions, hourly or project based, and advisory fees.
A financial advisor helps people develop an investment plan based on their risk tolerance, life goals, and personal circumstances.
Yes. By hiring a financial advisor, all the thinking and worrying is taken away from having to figure out how the complicated products work yourself. They also provide general education on how to manage your money, insurance needs, and others.
Can you describe the types of clients you have worked with? You would want to hire someone who already has an experience working with someone like your profile.