Find a Financial Advisor in Uniondale, NY

 

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

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We Only Work With The Best Uniondale 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 Uniondale, NY


  • Financial Advisor Close to Uniondale, 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 Uniondale, 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 Uniondale, NY

We evaluated over 13,000 RIA firms to bring you the best of the best Uniondale financial advisors.
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How Retirement-Friendly is Uniondale, NY?

  • Population: 32,007
  • % of Population 62 Years and Over: 18.2%
  • Average Home Value: $351,100
  • Average Monthly Housing Cost: $2,293
  • Average Household Income: $105,307
  • 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 Uniondale, NY

 

HENLEY & COMPANY WEALTH MANAGEMENT LLC

Website

(516) 794-5520

506 Rxr Plaza

Uniondale, NY 11556

SEC#: 801-77007
Years in Business: 9 years

RANIERI RESIDENTIAL INVESTMENT ADVISORS LLC

Website

(516) 745-7600

50 Charles Lindbergh Blvd
Suite 500
Uniondale, NY 11553

SEC#: 801-73918
Years in Business: 9 years

RXR ASSET MANAGEMENT LLC

Website

(516) 506-6000

625 Rxr Plaza

Uniondale, NY 11556

SEC#: 801-73591
Years in Business: 9 years

ARBOR REALTY COLLATERAL MANAGEMENT, LLC

Website

(180) 087-5160

333 Earle Ovington Boulevard
Suite 900
Uniondale, NY 11553

SEC#: 801-76146
Years in Business: 9 years

GALAXY INVESTMENT MANAGEMENT, LLC

Website

(646) 723-4751

511 Rxr Plaza

Uniondale, NY 11556

SEC#: 801-114875
Years in Business: 2 years

HORNOR, TOWNSEND & KENT, LLC

Website

(516) 228-1000

333 Earle Ovington Blvd.
Suite 402
Uniondale, NY 11553

SEC#: 801-56151
Years in Business: 22 years

LANDMARK WEALTH MANAGEMENT, LLC

Website

(631) 923-2485

626 Rxr Plaza, 6th Floor

Uniondale, NY 11556

SEC#: 801-80788
Years in Business: 7 years

SECURIAN FINANCIAL SERVICES, INC.

Website

(516) 705-9800

50 Charles Lindbergh Blvd
Suite 420
Uniondale, NY 11553

SEC#: 801-45152
Years in Business: 28 years

FINANCIAL ENGINES ADVISORS L.L.C.

Website

(888) 752-6742

1130 Rxr Plaza
Suite 1130
Uniondale, NY 11556

SEC#: 801-55196
Years in Business: 24 years

 


Uniondale, NY Financial Advisor FAQs

A financial advisor's sole responsibility is to ensure that your money is being managed safely, reasonably well and prudently. The advisor should be a part of a network of qualified professionals who can offer a variety of services, including advising on the purchase and sale of securities, tax-related investments and other surface.
Yes, you do. Different people will need a financial advisor at different points in their life.
A financial advisor usually gets paid through commission. If they are registered, will make sure to explain the risks and what fees you will be paying for.
First, make a list of what you need your advisor to do. If you already have some investment experience and know stocks from bonds, find an advisor who can provide the services that will meet those needs. Look at their qualifications on LinkedIn as well as articles written about them to see if they are trustworthy or not.