Smithtown, NY Financial Advisors and Resources



Financial Advisor Firms in Smithtown, NY


ARCADIA WEALTH MANAGEMENT

Website

(631) 549-5400

10 Edgewood Avenue

Smithtown, NY 11787

SEC#: 801-77175
Years in Business: 9 years

GLADOWSKY CAPITAL MANAGEMENT CORP

Website

(631) 360-7200

18 Manor Road

Smithtown, NY 11787

SEC#: 801-55802
Years in Business: 21 years

DRAPER ASSET MANAGEMENT, LLC

Website

(631) 361-4925

116 Terry Road
Floor 1
Smithtown, NY 11787

SEC#: 801-110197
Years in Business: 4 years

THE PINNACLE FINANCIAL GROUP

Website

(516) 763-9700

398 Route 11

Smithtown, NY 11787

SEC#: 801-77304
Years in Business: 8 years


How Retirement-Friendly is Smithtown, NY?

  • Population: 26,260
  • % of Population 62 Years and Over: 21.9%
  • Average Home Value: $547,600
  • Average Monthly Housing Cost: $2,527
  • Average Household Income: $164,564
  • 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.)


Smithtown, NY Financial Advisor FAQs

The best way to do so is by writing out a financial plan or vision for yourself. Once you've identified your needs and secured a meeting with several advisors in order to compare their services, ask them questions about the things they offer that are related to your particular lifestyle and investments including investing styles, asset allocation strategies as well as the types of products they recommend for retirement savings as well as other personal finance needs such as insurance coverage.
A financial advisor is the person that helps match an individual's needs with appropriate investments. The financial advisor ensures that everything runs smoothly and provides strategic guidance, but they will also ensure the students students are well-prepared for their careers by helping them to set up a retirement plan or college savings fund.
Financial advisors may earn commissions from their clients. Compensation can also depend on factors such as volume of investments, the number of clients they work with, and the level at which they are certified.
A financial advisor can help people make better decisions about money. Asking the right questions, engaging in open dialogue and taking necessary courses will provide you with all of the knowledge you need to make smart investment strategies.