Find a Financial Advisor in Rocky Point, NY


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We did the hard work of finding trustworthy partners in Rocky Point, NY.

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We Only Work With The Best Rocky Point Financial Advisors

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

3rd Party Rankings

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


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


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 Rocky Point, NY

  • Financial Advisor Close to Rocky Point, 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 Rocky Point, NY

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


Without Advisor

With Advisor

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

Find a Fee-Only Financial Planner Near Rocky Point, NY

We evaluated over 13,000 RIA firms to bring you the best of the best Rocky Point financial advisors.
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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.)

The Top 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


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.