Syosset, NY Financial Advisors and Resources



Financial Advisor Firms in Syosset, NY


PAUL GLOBAL ADVISORS LLC

Website

(516) 584-6727

6851 Jericho Turnpike
Suite 270
Syosset, NY 11791

SEC#: 801-119580
Years in Business: 1 years

4THOUGHT FINANCIAL GROUP INC.

Website

(516) 300-1617

6851 Jericho Turnpike
Suite 120
Syosset, NY 11791

SEC#: 801-74692
Years in Business: 9 years

SPIRIT OF AMERICA MANAGEMENT CORP

Website

(516) 921-4200

477 Jericho Turnpike

Syosset, NY 11791

SEC#: 801-54782
Years in Business: 24 years

MATERETSKY FINANCIAL GROUP, INC.

Website

(516) 227-1111

6800 Jericho Turnpike
Suite 120W
Syosset, NY 11791

SEC#: 801-112829
Years in Business: 3 years

LINCOLN FINANCIAL ADVISORS CORPORATION

Website

(516) 682-7500

6900 Jericho Turnpike
Ste 101E
Syosset, NY 11791

SEC#: 801-42530
Years in Business: 29 years

CL WEALTH MANAGEMENT LLC

Website

(516) 393-5935

6800 Jericho Tpk.
Suite 120 West
Syosset, NY 11791

SEC#: 801-72701
Years in Business: 10 years

CL WEALTH MANAGEMENT LLC

Website

(516) 393-5935

6800 Jericho Tpk.
Suite 120 West
Syosset, NY 11791

SEC#: 801-72701
Years in Business: 10 years

SPIRE WEALTH MANAGEMENT, LLC

Website

(516) 433-1154

6800 Jericho Tnpk
Suite 120W
Syosset, NY 11791

SEC#: 801-60468
Years in Business: 20 years

MATERETSKY FINANCIAL GROUP, INC.

Website

(516) 227-1111

6800 Jericho Turnpike
Suite 120W
Syosset, NY 11791

SEC#: 801-112829
Years in Business: 3 years


How Retirement-Friendly is Syosset, NY?

  • Population: 19,453
  • % of Population 62 Years and Over: 19.8%
  • Average Home Value: $670,900
  • Average Monthly Housing Cost: $2,876
  • Average Household Income: $204,639
  • 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.)


Syosset, NY Financial Advisor FAQs

A financial advisor will conduct an in-depth analysis of your portfolio and give you sound guidance on what steps he believes are best for you to take financially.
There are a number of considerations when choosing an appropriate advisor. Personal history, credentials, training, conflicts of interest and ethics should all be considered when evaluating the best advisor to work with you.
A competent financial advisor can help you set up carefully selected investments that will suit your needs, generate consistent income for you, and contribute to long-term growth of your assets. If this sounds like something that may be helpful for you, then I highly recommend talking to a financial planner about moving ahead with setting up a formal plan.
A financial advisor typically gets paid by placing their clients’ money in a managed portfolio, where they generate a percentage of the fund’s total return annually.