Find a Financial Advisor in Staatsburg, NY


Get Top Tier Financial Planning

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

Jump To List of Advisors

  • This field is for validation purposes and should be left unchanged.

We Only Work With The Best Staatsburg 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 Staatsburg, NY

  • Financial Advisor Close to Staatsburg, 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 Staatsburg, 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 Staatsburg, NY

We evaluated over 13,000 RIA firms to bring you the best of the best Staatsburg financial advisors.
  • This field is for validation purposes and should be left unchanged.

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.)

The Top Financial Advisor Firms in Staatsburg, NY




(845) 605-1007

107 East Meadowbrook Lane

Staatsburg, NY 12580

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


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.