Richmond County, NY Financial Advisors and Resources



Financial Advisor Firms in Richmond County, NY


PAULO FINANCIAL ADVISORS, LLC

Website

(718) 370-3464

1688 Victory Boulevard
Suite 200
Staten Island, NY 10314

SEC#: 801-79798
Years in Business: 7 years

CHELSEA ADVISORY SERVICES, INC

Website

(718) 967-8400

242 Main Street

Staten Island, NY 10307

SEC#: 801-112349
Years in Business: 3 years

LPS FINANCIAL LLC

Website

(212) 328-7876

2535 Victory Boulevard

Staten Island, NY 10314

SEC#: 801-112255
Years in Business: 3 years

THE HAJDARI GROUP, LLC

Website

(212) 381-0050

1491 Richmond Road

Staten Island, NY 10304

SEC#: 801-111001
Years in Business: 4 years

PRINCIPLED ADVISORS, INC.

Website

(877) 860-0900

1110 South Avenue

Staten Island, NY 10314

SEC#: 801-71185
Years in Business: 11 years

FINANCIAL PLANNING CONCEPTS OF AMERICA, INC.

Website

(718) 667-5050

1110 South Avenue Suite 301

Staten Island, NY 10314

SEC#: 801-64150
Years in Business: 16 years

CHELSEA ADVISORY SERVICES, INC

Website

(718) 966-8500

45 Page Avenue

Staten Island, NY 10309

SEC#: 801-112349
Years in Business: 3 years

NEW CENTURY FINANCIAL GROUP, LLC

Website

(718) 667-3884

357 New Dorp Lane
Suite A
Staten Island, NY 10306

SEC#: 801-51232
Years in Business: 25 years

SANTANDER SECURITIES LLC

Website

(787) 759-5363

1320 Hylan Boulevard

Staten Island, NY 10305

SEC#: 801-56796
Years in Business: 22 years


How Retirement-Friendly is Richmond County, NY?

  • Population: 474,893
  • % of Population 62 Years and Over: 19.9%
  • Average Home Value: $498,200
  • Average Monthly Housing Cost: $1,669
  • Average Household Income: $104,629
  • 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.)


Richmond County, NY Financial Advisor FAQs

Financial advisors charge different rates for different levels of service. As a general rule, the more complicated the financial situation, the more advice you'll need.
Financial advisors help plan and prepare for retirement, college savings, life events, and other financial goals. They provide objective advice to explore various options from different angles to establish the best plan of action for your specific needs.
Typically, clients will interview a financial advisor to understand their investment strategies and philosophies. Asking key questions like How do I allocate my portfolio? and What is your philosophy on risk? can help you decide if an advisor is right for you.
The first and most important step in choosing a financial advisor is to figure out what you're looking for. It's also very important that you feel comfortable with the person advising you, so we recommend that you meet them before hiring them.