Find a Financial Advisor in Sag Harbor, NY


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

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We Only Work With The Best Sag Harbor 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 Sag Harbor, NY

  • Financial Advisor Close to Sag Harbor, 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 Sag Harbor, 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 Sag Harbor, NY

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

  • Population: 1,905
  • % of Population 62 Years and Over: 36.4%
  • Average Home Value: $1202,400
  • Average Monthly Housing Cost: $2,241
  • Average Household Income: $143,295
  • 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 Sag Harbor, NY




(410) 336-5993

3330 Noyac Road
Building E Suite 6
Sag Harbor, NY 11963

SEC#: 801-57151
Years in Business: 22 years



(631) 725-5518

7 Spring Street
2nd Floor
Sag Harbor, NY 11963

SEC#: 801-35487
Years in Business: 32 years



(212) 262-4990

11 Rector Street

Sag Harbor, NY 11963

SEC#: 801-73809
Years in Business: 9 years


Sag Harbor, NY Financial Advisor FAQs

Financial advisors can charge a number of ways and what you pay will often depend on your needs and what services the advisor offers. For example, an investment advisory fee could range from anywhere between 0.03% to 1% of assets under advice per year (some people might only end up using their advisor every once in a while).
Financial advisors can be a valuable asset to any individual who is looking to manage their personal finances. By working with a qualified professional, you get the opportunity to build wealth and accessibility when you need it most.
The right professional for you is going to depend a lot on their qualifications and expertise. Regardless of how qualified the advisor may be though, it's important to be wary of high commissions and hidden fees. A mutual fund sold with an upfront commission can have an up front cost as high as 5%
There are several ways to find a financial advisor. The first is meeting with someone at your credit union, their website would have information on advisors at your branch or you can go online. You can also ask friends for recommendations, too. If they don't know of any person recommendations they might be able to point you in the right direction.