Schenectady County, NY Financial Advisors and Resources

Financial Advisor Firms in Schenectady County, NY



(518) 793-3851

1332 Union St.

Schenectady, NY 12308

SEC#: 801-79849
Years in Business: 7 years



(914) 437-8066

670 Franklin Street, 2nd Floor

Schenectady, NY 12305

SEC#: 801-118821
Years in Business: 1 years

How Retirement-Friendly is Schenectady County, NY?

  • Population: 154,859
  • % of Population 62 Years and Over: 20.9%
  • Average Home Value: $171,700
  • Average Monthly Housing Cost: $1,062
  • Average Household Income: $83,024
  • 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.)

Schenectady County, NY Financial Advisor FAQs

Some financial advisors earn money through advisory fees. These fees can be based on a percentage of assets managed or a flat, ongoing cost.
Financial advisors provide their clients with personal investment advice. They work side by side with the client to create and manage a portfolio that meets the client's financial needs and goals.
Financial advisors provide objectivity in what might otherwise be a subjective situation for some people when they are trying to grow their wealth safely and minimize downside risk, or tackle achieving financial independence through investments or building wealth by paying off all debt.
What is your investment philosophy and methodology? Ask the potential financial advisor to explain the process of growing and protecting your investments.