Find a Financial Planner 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 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 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

 

How Can a CFP® in Uniondale Help You?

Wealth management is a comprehensive financial service that focuses on building well-rounded wealth for clients. Typically used by high-net-worth individuals and organizations in the Uniondale area, wealth managers seek to attend to each client's individual needs while creating their comprehensive management plans. Wealth management may be performed by an individual, but is often performed by a small team.
Personal financial planning is a financial advisory service focused on helping individuals navigate the correct path to achieve their financial goals. Personal financial planning can look different from client to client, but in Uniondale, it typically provides counsel on investing, retirement savings, taxes, estate planning, and risk management.
18.2% of Uniondale's population is of retirement age (62 years and older). For those individuals, the goal of retirement planning is to create a source of income for one’s retirement years. It starts with determining an individual’s retirement goals and then lays out a financial strategy to accomplish them. In the Uniondale area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
Estate planning is defined as the establishment of a legally compliant and comprehensive plan of action for the distribution of your asset base upon your death. In the Uniondale area, estate planning may also consist of legal documentation regarding who is allowed to make medical decisions on your behalf, should you become incapacitated, as well as funeral arrangements.
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 Uniondale area addresses the many needs a business has, such as staffing, PP&E (property, plant and equipment), intangible assets, investments, etc.
The goal of tax planning is to minimize an individual’s or organization’s tax liabilities, while maximizing their overall long-term financial situation. In the Uniondale 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 involves working with an attorney or financial advisor to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. In the Uniondale area, it typically includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation and management is a service that can be performed by a qualified financial advisor in which they combine multiple existing loans into a single loan with more favorable financing terms. Advisors in the Uniondale area often use this strategy when clients have high-interest credit card debt or private student loans.

 

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: 8 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