Find a Financial Advisor in Syosset, NY

 

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

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We Only Work With The Best Syosset 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 Syosset, NY


  • Financial Advisor Close to Syosset, 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 Syosset, 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 Syosset, NY

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



The Top 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

 


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.