Find a Financial Advisor in Smithtown, NY

 

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

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We Only Work With The Best Smithtown 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

Experience

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

Trustworthiness

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 Smithtown, NY


  • Financial Advisor Close to Smithtown, 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 Smithtown, NY


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Smithtown, NY

We evaluated over 13,000 RIA firms to bring you the best of the best Smithtown financial advisors.
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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.)



The Top 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: 9 years

 


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.