Find a Financial Advisor in Suffern, NY

 

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

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We Only Work With The Best Suffern 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 Suffern, NY


  • Financial Advisor Close to Suffern, 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 Suffern, 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 Suffern, NY

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



The Top 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

 


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.