Find a Financial Advisor in Rockville Centre, NY

 

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We did the hard work of finding trustworthy partners in Rockville Centre, NY.

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We Only Work With The Best Rockville Centre Financial Advisors


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

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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

Experience

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

Trustworthiness

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 Rockville Centre, NY


  • Financial Advisor Close to Rockville Centre, 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 Rockville Centre, NY


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

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Rockville Centre, NY

We evaluated over 13,000 RIA firms to bring you the best of the best Rockville Centre financial advisors.
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How Retirement-Friendly is Rockville Centre, NY?

  • Population: 24,492
  • % of Population 62 Years and Over: 23.6%
  • Average Home Value: $674,900
  • Average Monthly Housing Cost: $2,148
  • Average Household Income: $166,179
  • 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 Rockville Centre, NY

 

THE PINNACLE FINANCIAL GROUP

Website

(516) 763-9700

9 South Long Beach Road

Rockville Centre, NY 11570

SEC#: 801-77304
Years in Business: 9 years

MPC CAPITAL ADVISORS, LLC

Website

(212) 683-6922

53 N Park Avenue, Suite 204

Rockville Centre, NY 11570

SEC#: 801-71456
Years in Business: 11 years

TR CAPITAL MANAGEMENT, LLC

Website

(516) 255-1801

100 Merrick Road
Suite 308E
Rockville Centre, NY 11570

SEC#: 801-76729
Years in Business: 9 years

WINTHROP ADVISORY GROUP, LLC

Website

(917) 533-4424

37 Heyward Lane

Rockville Centre, NY 11570

SEC#: 801-110461
Years in Business: 4 years

AMERICAN INVESTMENT PLANNERS LLC

Website

(516) 932-5130

53 North Park Avenue
Suite 45
Rockville Centre, NY 11570

SEC#: 801-71988
Years in Business: 11 years

THE PINNACLE FINANCIAL GROUP

Website

(516) 763-9700

9 South Long Beach Road

Rockville Centre, NY 11570

SEC#: 801-77304
Years in Business: 9 years

AMERICAN INVESTMENT PLANNERS LLC

Website

(516) 932-5130

53 North Park Avenue
Suite 45
Rockville Centre, NY 11570

SEC#: 801-71988
Years in Business: 11 years

 


Rockville Centre, NY Financial Advisor FAQs

Find someone who has credentials to give investment advice, has written professionally about investing, or is a licensed broker.
The key question to ask is whether the person in question has required fiduciary responsibility. Basically, required fiduciary responsibility means that they have a legal obligation to put your financial interest ahead of their own interests at all times.
The cost of financial advice can differ by personal factors, such as level of wealth to be managed and the type of advice required. Some people may only need a general overview on managing their net worth while others may require complex tax planning. It would be best to contact an advisor for more detailed information about costT
If you're not confident in your financial knowledge and don't know where to begin, then yes. It's the job of financial advisors to orient the client with the most suitable investment mix that will match their needs and goals. They use a mix of asset classes suited for each individual person.