Roslyn Heights, NY Financial Advisors and Resources

Financial Advisor Firms in Roslyn Heights, NY



(516) 882-4100

165 Roslyn Road

Roslyn Heights, NY 11577

SEC#: 801-110957
Years in Business: 4 years

How Retirement-Friendly is Roslyn Heights, NY?

  • Population: 6,553
  • % of Population 62 Years and Over: 17.6%
  • Average Home Value: $810,600
  • Average Monthly Housing Cost: $3,166
  • Average Household Income: $197,251
  • 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.)

Roslyn Heights, NY Financial Advisor FAQs

When selecting a financial advisor, there are many things to keep in mind such as their qualifications, previous experience, fees charged (mutual funds), investment vehicles (stocks vs stocks + bonds), services offered (i.e., retirement planning) etc.
There are many reasons people need the help of a financial planner. Some people want to meet with someone who can assess their complete financial situation, offer personal advice for how best to manage their money, and act on their behalf for guidance during life's major events.
A financial advisor is an individual who offers guidance in various areas of personal finances. Some, for example, focus mainly on investments while others offer advice in estate planning or taxation.
The cost of a financial advisor can vary depending on the type of service they offer, as well as the state they reside in and experience level. For a basic consultation, some advisors will charge you anywhere from a few hundred to thousands of dollars an hour. Many fee-based level services require an upfront fee that can be distributed over six or 12 months with monthly payments for access to the service. In exchange, some work exclusively with clients providing support throughout all aspects of their finances including budgeting and insurance referrals as well as strategic planning for retirement saving and investing.