Troy, NY Financial Advisors and Resources



Financial Advisor Firms in Troy, NY


QUARTZ PARTNERS INVESTMENT MANAGEMENT

Website

(800) 433-0422

17 1st Street
Suite 206
Troy, NY 12180

SEC#: 801-80822
Years in Business: 6 years

FAGAN ASSOCIATES INC

Website

(518) 279-1044

767 Hoosick Road

Troy, NY 12180

SEC#: 801-50955
Years in Business: 25 years

BOUCHEY FINANCIAL GROUP LTD

Website

(518) 720-3333

1819 Fifth Avenue

Troy, NY 12180

SEC#: 801-51979
Years in Business: 25 years

CAPITAL FINANCIAL PLANNING, LLC

Website

(518) 286-1611

150 Defreest Dr

Troy, NY 12810

SEC#: 801-108219
Years in Business: 5 years


How Retirement-Friendly is Troy, NY?

  • Population: 49,458
  • % of Population 62 Years and Over: 14.7%
  • Average Home Value: $153,800
  • Average Monthly Housing Cost: $988
  • Average Household Income: $61,473
  • 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.)


Troy, NY Financial Advisor FAQs

Financial advisors come in many different packages with the cost varying vastly depending on who they are and what service you receive.
Catering your needs and expertise to an advisor will allow for more confident decisions on the part of the individual and provide a good foundation for their finances by assisting them with diversifying their investments amongst different classes of products such as stocks, bonds, mutual funds, etc.
The type of questions you should ask a financial advisor would depend on your individual situation. It is important to understand what type of advisor is before asking the questions, though.
A financial advisor helps their clients plan and investigate long-term investments, such as pensions and retirement plans. They also help their clients decide between various investment types, including stocks, bonds, mutual funds, real estate investments etc.