Find a Financial Planner in Suffolk County, NY

 

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

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We Only Work With The Best Suffolk County 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 Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

Our Process for Choosing
An Independent Financial Advisor in Suffolk County, NY


  • Financial Advisor Close to Suffolk County, 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

 

How Can a CFP® in Suffolk County Help You?

Wealth management is a type of financial planning that incorporates many other financial services. Catering to high-net-worth individuals in the Suffolk County area, wealth managers seek to build comprehensive wealth for their clients through a variety of vehicles, including investments, retirement planning, estate planning, asset management, tax planning, and more.
Personal financial planning focuses on organizing and optimizing a client's finances through risk management, debt reduction, investment management, and more. Some of the most common services in Suffolk County include retirement planning, investment management, tax planning, estate planning, asset management, and debt management.
20.2% of Suffolk County's population is of retirement age (62 years and older). Retirement planning for those individuals is designed to ensure that retirees are able to secure a stream of income for later in life. Many retirement plans provide a powerful framework for achieving this goal. If you are unsure of where to start, a retirement planner in the Suffolk County area can create a custom plan and walk with you each step of the way.
Estate planning names the beneficiaries of your estate upon death and who has the responsibility to make healthcare and financial decisions on your behalf if you are incapacitated during life. A comprehensive estate plan includes a living will and other types of legal documentation as needed to achieve its intended outcome. In the Suffolk County area, qualified financial professionals--like financial advisors--offer estate planning services.
Business financial planning is a service focused on helping businesses map out steps to achieve a financial goal over a set time. Business financial planning in the Suffolk County area addresses the many needs a business has, such as staffing, PP&E (property, plant and equipment), intangible assets, investments, etc.
Tax planning refers to a service offered by qualified financial professionals who analyze your financial situation comprehensively and determine how best to use deductions and write-offs to minimize your tax payments. In the Suffolk County area, tax planning is often included with other services like asset management, estate planning, and retirement planning. Tax planning strategies will differ depending on depending on where you live. New York has unique laws defining which actions trigger a taxable event and has the highest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse is a service offered by many financial advisors, planners, and other professionals in the Suffolk County area. Typically, it includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation is a good way to make high-interest debts more manageable. Advisors in the Suffolk County area can bundle high-interest loans together under more favorable financing terms. This often results in lower interest rates, or lower monthly payments.

 

The Value of Working With the Best Financial Planners in Suffolk County, 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 Suffolk County, NY

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


The Top 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: 21 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: 3 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

LANDMARK WEALTH MANAGEMENT, LLC

Website

(631) 923-2485

900 Walt Whitman Road, Suite 208

Melville, NY 11747

SEC#: 801-80788
Years in Business: 6 years