Roslyn, NY Financial Advisors and Resources



Financial Advisor Firms in Roslyn, NY


IKE CAPITAL, LLC

Website

(516) 801-6565

77 The Oaks

Roslyn, NY 11576

SEC#: 801-63415
Years in Business: 17 years

TRAWLER CAPITAL MANAGEMENT LLC

Website

(516) 274-9855

1044 Northern Boulevard
Suite 100
Roslyn, NY 11576

SEC#: 801-113663
Years in Business: 3 years


How Retirement-Friendly is Roslyn, NY?

  • Population: 2,855
  • % of Population 62 Years and Over: 33.5%
  • Average Home Value: $581,900
  • Average Monthly Housing Cost: $2,197
  • Average Household Income: $194,590
  • 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, NY Financial Advisor FAQs

Fee-based advisors typically charge a fee per hour for an individual's personal consultation or a percentage of assets in a portfolio.
There are a few options when it comes to choosing a financial advisor. One option is to go with someone who's registered as an RIA (Registered Investment Advisor) and is regulated by the United States Securities and Exchange Commission (SEC).
A financial advisor will assess a client’s needs and assess the risks, opportunities and limitations of different investments. Once this assessment is made, they will present investment alternatives that will best suit this particular investor.
Some questions to ask are: What is my risk tolerance? What is the advisor's investment philosophy? How does our investment portfolio size compare to its benchmark index for this type of investment? Do you pitch all your products together or separately, and if the latter, which product would be best for me based on my goals and constraints (risk tolerance)? Do you offer any commission free ETFs that I should consider?