Suffolk County, NY Financial Advisors and Resources



Financial Advisor Firms in Suffolk County, NY


EXCOMP ASSET MANAGEMENT LTD

Website

(631) 465-9670

425 Broadhollow Rd
Suite 318
Melville, NY 11747

SEC#: 801-43057
Years in Business: 28 years

CCG INVESTMENTS

Website

(631) 249-0500

1800 Walt Whitman Road
Suite 110
Melville, NY 11747

SEC#: 801-56891
Years in Business: 22 years

LANTERN WEALTH ADVISORS, LLC

Website

(631) 454-2000

35 Pinelawn Road
Suite 101E
Melville, NY 11747

SEC#: 801-79035
Years in Business: 7 years

PELKONEN AND ASSOCIATES LLC

Website

(631) 396-1032

425 Broadhollow Road
Suite 112
Melville, NY 11747

SEC#: 801-118271
Years in Business: 1 years

PIERMONT WEALTH MANAGEMENT INC.

Website

(631) 454-1585

48 S. Service Road
Suite 102
Melville, NY 11747

SEC#: 801-61254
Years in Business: 19 years

HELLER WEALTH MANAGEMENT

Website

(631) 293-2806

445 Broadhollow Road
Suite 208
Melville, NY 11747

SEC#: 801-61749
Years in Business: 18 years

MARATHON WEALTH MANAGEMENT, INC.

Website

(631) 760-8385

534 Broadhollow Road
Suite 420
Melville, NY 11747

SEC#: 801-111648
Years in Business: 4 years

CLEAR POINT ADVISORS, INC.

Website

(631) 333-2222

One Huntington Quadrangle
Suite 2S10
Melville, NY 11747

SEC#: 801-55390
Years in Business: 23 years

J.J. BURNS & COMPANY

Website

(631) 390-0500

225 Broadhollow Road
Suite 410
Melville, NY 11747

SEC#: 801-66736
Years in Business: 15 years


How Retirement-Friendly is Suffolk County, NY?

  • Population: 1483,832
  • % of Population 62 Years and Over: 20.2%
  • Average Home Value: $395,900
  • Average Monthly Housing Cost: $2,121
  • Average Household Income: $129,192
  • 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.)


Suffolk County, NY Financial Advisor FAQs

Financial advisors are usually paid in one of the following ways: commission-only, fee-only, or commissions and fees.
Financial advisors may also offer tax planning such as long-term or short-term investing, retirement options such as 401ks or IRAs, estate planning services such as wills and trusts, debt management programs where they negotiate payment plans with creditors on behalf of clients.
It is always recommended that one consults with a financial advisor, since it can help shed light on personal finances. Sometimes people may not be aware they're making an error in business which they could've avoided had they sought consultation with a financial advisor.
What are your credentials and licenses? Some respectable credentials are CFP, CFA, RIA.