Suffern, NY Financial Advisors and Resources



Financial Advisor Firms in Suffern, NY


L&L PARTNERS WEALTH MANAGEMENT, LLC

Website

(845) 368-1103

74 Lafayette Avenue, Suite 101

Suffern, NY 10901

SEC#: 801-111661
Years in Business: 4 years

SEMITAM BONAM LLC

Website

(845) 397-7284

400 Rella Blvd
Suite 165
Suffern, NY 10901

SEC#: 801-119391
Years in Business: 1 years

SEMITAM BONAM LLC

Website

(845) 397-7284

400 Rella Blvd
Suite 165
Suffern, NY 10901

SEC#: 801-119391
Years in Business: 1 years


How Retirement-Friendly is Suffern, NY?

  • Population: 10,943
  • % of Population 62 Years and Over: 22.1%
  • Average Home Value: $334,200
  • Average Monthly Housing Cost: $1,745
  • Average Household Income: $104,400
  • 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.)


Suffern, NY Financial Advisor FAQs

Definitely. A financial advisor can help ensure that you are on track with your goals or to help you establish an appropriate plan if you need one. Everyone who is committed to building personal wealth needs a financial advisor.
Like most industries, the ways advisors make money depends on their licensure and what operations they work with. Financial advisors who work as independent contractors will be paid based on a fee or commission that they charge clients for their service.
You will find that these advisors can operate pretty much like doctors or lawyers, meaning they may work for themselves (solopreneurs), inside banks, with brokerage firms, insurance companies, financial planning groups and larger national outfits like Merrill Lynch.
A financial advisor helps our clients to prepare for the financial portions of their futures by giving advice, exploring options and opportunities, and determining plans tailored to individual preferences including methods for building wealth.