Valhalla, NY Financial Advisors and Resources



Financial Advisor Firms in Valhalla, NY


THE DAVID J. YVARS GROUP, INC.

Website

(914) 741-9700

400 Columbus Avenue
Suite 30S
Valhalla, NY 10595

SEC#: 801-63040
Years in Business: 17 years

WESTCHESTER CAPITAL MANAGEMENT, LLC

Website

(914) 741-5600

100 Summit Lake Drive

Valhalla, NY 10595

SEC#: 801-72002
Years in Business: 10 years

WESTCHESTER CAPITAL PARTNERS, LLC

Website

(914) 741-5600

100 Summit Lake Drive

Valhalla, NY 10595

SEC#: 801-73214
Years in Business: 9 years

KSTONE PARTNERS LLC

Website

(914) 495-7000

500 Summit Lake Drive
Suite 180
Valhalla, NY 10595

SEC#: 801-70805
Years in Business: 11 years

THE DAVID J. YVARS, GROUP, INC

Website

(888) 449-8277

400 Columbus Avenue
Suite 30S
Valhalla, NY 10595

SEC#: 801-63040
Years in Business: 17 years


How Retirement-Friendly is Valhalla, NY?

  • Population: 3,536
  • % of Population 62 Years and Over: 19.2%
  • Average Home Value: $567,600
  • Average Monthly Housing Cost: $2,525
  • Average Household Income: $138,394
  • 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.)


Valhalla, NY Financial Advisor FAQs

Financial advisors get paid in two ways. The first place is through commissions, which are the percentage of your trade or investment that they will charge. The second way is through an annual fee for services, often called a wrap fee or advisor charge.
Yes. This is a great question and an important one to have the right answer to because it could save or cost you money in the long run.
A financial advisor is a professional who provides advice about investing, saving for retirement, insurance and other types of financial services.
Work with an advisor you know and trust. Look for someone who has the same values, preferences, and financial goals as you do. Think about what your ideal relationship would be like then ask yourself if that's what you're currently experiencing. If not, then it's time to talk to an advisor about switching things up or get clarity on how they work with their clients.