Find a Financial Advisor in Ronkonkoma, NY

 

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

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We Only Work With The Best Ronkonkoma 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 Ronkonkoma, NY


  • Financial Advisor Close to Ronkonkoma, 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 Ronkonkoma, 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 Ronkonkoma, NY

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

  • Population: 18,309
  • % of Population 62 Years and Over: 17%
  • Average Home Value: $347,900
  • Average Monthly Housing Cost: $2,108
  • Average Household Income: $115,819
  • 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 Ronkonkoma, NY

 

WOLF MONEY MANAGEMENT, INC.

Website

(631) 224-4005

3505 Veterans Memorial Hwy
Suite P
Ronkonkoma, NY 11779

SEC#: 801-78902
Years in Business: 7 years

VERITY ASSET MANAGEMENT, INC.

Website

(631) 605-8400

3075 Veterans Memorial Highway
Suite 130
Ronkonkoma, NY 11779

SEC#: 801-66730
Years in Business: 15 years

VERITY ASSET MANAGEMENT, INC.

Website

(631) 605-8400

3075 Veterans Memorial Highway
Suite 130
Ronkonkoma, NY 11779

SEC#: 801-66730
Years in Business: 15 years

GRADIENT SECURITIES, LLC

Website

(631) 647-5210

2120 Fifth Avenue

Ronkonkoma, NY 11779

SEC#: 801-80807
Years in Business: 6 years

VERITY ASSET MANAGEMENT, INC.

Website

(631) 605-8400

3075 Veterans Memorial Highway
Suite 130
Ronkonkoma, NY 11779

SEC#: 801-66730
Years in Business: 15 years

 


Ronkonkoma, NY Financial Advisor FAQs

A financial advisor is someone who specializes in advising clients on investment decisions. He or she often reviews the client's portfolio to help determine if any changes are needed. For example, he might advise a client about rebalancing his portfolio which would entail selling overweighted stocks and buying underweighted stocks to ensure they maintain a more equal balance of different types of investments.
It depends! Most people need a financial advisor when they have more than one source of income, when their investments reach a certain level, when the person has multiple assets to manage, or when they change jobs and no longer offer 401(k) benefits.
Financial advisors get paid in the form of fees, either flat fee, hourly rate (common for financial planner types), or commission (typically more common for investment banking types).
An easy way to find a financial advisor is by asking your bank, credit union, or stock broker for referrals. Another good place to look is the National Association of Personal Financial Advisors(NAPFA).