Rocky Point, NY Financial Advisors and Resources

Financial Advisor Firms in Rocky Point, NY



(631) 981-1904

745 Route 25A, Suite C

Rocky Point, NY 11778

SEC#: 801-71273
Years in Business: 11 years

How Retirement-Friendly is Rocky Point, NY?

  • Population: 13,521
  • % of Population 62 Years and Over: 15.1%
  • Average Home Value: $300,500
  • Average Monthly Housing Cost: $2,023
  • Average Household Income: $119,149
  • 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.)

Rocky Point, NY Financial Advisor FAQs

Many people think they can just ask around and find someone who will work for them, but again, you need someone who has knowledge of securities regulations and how all of that works together. You should also interview your prospective candidate by asking about their past performance records, what types of accounts they handle, fees charged for services rendered, hours available on weekends or at night if needed, response times during emergencies such as an unexpected loss of employment(s), etc.
It's a good idea to have at least one financial advisor while you are getting your finances in order.
Costs can vary on a financial advisor depending on whether he is fee only or commissioned.
A good place to start looking for a suitable financial advisor is right in your community or through an institution such as a credit union, bank, or insurance company where you might already do business.