Find a Financial Advisor in Valley Stream, NY

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We Only Work With The Best Valley Stream 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 Valley Stream, NY

  • Financial Advisor Close to Valley Stream, 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 Valley Stream, 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 Valley Stream, NY

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

  • Population: 37,577
  • % of Population 62 Years and Over: 18.4%
  • Average Home Value: $433,200
  • Average Monthly Housing Cost: $2,434
  • Average Household Income: $122,524
  • 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.)


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The Top Financial Advisor Firms in Valley Stream, NY

 

COMPLETE ADVISORS

Website

(516) 240-6161

181 S. Franklin Ave.
Suite 303
Valley Stream, NY 11581

SEC#: 801-118206
Years in Business: 2 years

PFS INVESTMENTS INC.

Website

(516) 881-7670

71 S Central Ave
Suite 106
Valley Stream, NY 11580

SEC#: 801-72263
Years in Business: 11 years

TRUSTMONT ADVISORY GROUP, INC.

Website

(800) 995-4551

70 Sunrise Hwy.
Suite 500
Valley Stream, NY 11581

SEC#: 801-30694
Years in Business: 34 years

PFS INVESTMENTS INC.

Website

(516) 881-7670

71 S Central Ave
Suite 106
Valley Stream, NY 11580

SEC#: 801-72263
Years in Business: 11 years

 


Valley Stream, NY Financial Advisor FAQs

Valley Stream is a small community in Nassau County, New York. Elmont, Malverne, Lynbrook, Woodmere, Franklin Square, Hewlett, and Rosedale are all close to Valley Stream. Some of Valley Stream's well-known businesses include Green Acres Mall, National Amusements Movie Theater, Ninety-Nines, and Snapple Beverage Co. Valley Stream was rated by Time Inc.'s Money magazine as the finest place to live in New York based on the 2017 ranking. Find a complete list of Valley Stream, New York's finest financial advisors. Valley Stream is a small community in Nassau County, New York. Valley Stream is an incorporated village in the Town of Hempstead, New York, near the Queens border. Because a number of our financial advisors are in high demand, you'll want to select one as soon as possible. Look through the list below to find a financial advisor in your region.

Financial advisors give their clients advice on the management of assets such as savings, investments and insurance.

Ask your financial advisor about their credentials and what services and products they offer.

While there's no one-size-fits-all solution for everyone, a good rule of thumb is to ask yourself if you'll need professional help in the future when considering acquiring someone as a resource.

Ask family and friends for referrals in your area who they trust with their finances.


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