Staatsburg, NY Financial Advisors and Resources

Financial Advisor Firms in Staatsburg, NY



(845) 605-1007

107 East Meadowbrook Lane

Staatsburg, NY 12580

SEC#: 801-118447
Years in Business: 1 years

How Retirement-Friendly is Staatsburg, NY?

  • Population: 317
  • % of Population 62 Years and Over: 49.5%
  • Average Home Value: $166,000
  • Average Monthly Housing Cost: $1,177
  • Average Household Income: $74,416
  • 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.)

Staatsburg, NY Financial Advisor FAQs

Financial advisors typically work with high-value clients or those who need complex services like estate or retirement planning. Instead of focusing on specific investment products, they generally use various combinations of investing and saving techniques to reach each person's long term objectives.
It's always smart to reach out for professional help when you need it. Financial advisors are often very knowledgeable in taxes, investments, retirement plans, insurance plans and much more. A financial advisor can give you the time to be able to do everything that is necessary without feeling overwhelmed or under prepared.
A financial advisor generally charges a percentage of assets under management on an annual basis. A higher fee can be lucrative for the advisor because it costs less to administer smaller accounts.
Find a financial advisor by asking friends and relatives who they trust to use. Once you've identified some people, ask them for the specific services your family needs (auto or home insurance, estate planning). Ask what type of refund do they charge (annual, monthly) and the associated expense ratio.