Find a Financial Advisor in Wappingers Falls, NY

 

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

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We Only Work With The Best Wappingers Falls Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

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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 Wappingers Falls, NY


  • Financial Advisor Close to Wappingers Falls, 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 Wappingers Falls, 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 Wappingers Falls, NY

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

  • Population: 5,648
  • % of Population 62 Years and Over: 18.4%
  • Average Home Value: $234,900
  • Average Monthly Housing Cost: $1,302
  • Average Household Income: $76,232
  • 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 Wappingers Falls, NY

 

FSC WEALTH ADVISORS, LLC

Website

(845) 297-0300

766 Old Route 9 North

Wappingers Falls, NY 12590

SEC#: 801-71646
Years in Business: 11 years

GRIMALDI PORTFOLIO SOLUTIONS, INC

Website

(845) 297-3500

1207 Route 9, Suite 10

Wappingers Falls, NY 12590

SEC#: 801-51163
Years in Business: 25 years

CADARET, GRANT & CO., INC.

Website

(914) 455-2200

1289 Rt 9
Suite 3
Wappingers Falls, NY 12590

SEC#: 801-42709
Years in Business: 29 years

NEXT FINANCIAL GROUP, INC.

Website

(845) 297-0300

766 Old Route 9 North

Wappingers Falls, NY 12590

SEC#: 801-56786
Years in Business: 22 years

NEXT FINANCIAL GROUP, INC.

Website

(845) 297-0300

766 Sergeant Palmateer Way

Wappingers Falls, NY 12590

SEC#: 801-56786
Years in Business: 22 years

 


Wappingers Falls, NY Financial Advisor FAQs

The best way to find a financial advisor is by word of mouth from those you trust. Remember, your advisor should be as knowledgeable as you are about the process, and they should have experience in advising clients who have similar needs as yours.
It is necessary to have someone else manage your money if you are incapable of doing so yourself. If you are in the process of getting your finances in order, you will need to identify potential weaknesses when it comes to managing your money. Sometimes these weaknesses can be fixed by identifying them and taking better control over the situation. Other times, it might mean that an outside opinion is necessary given that they can go up against what feels like an insurmountable problem head on with experience and judgement instead of feeling defeated every day due to not having a plan or knowledge about how best to allocate funds.
Ask them how much they charge for trades, what fees they assess, and why certain work might be more expensive than others.
Different financial planners charge different rates, but any competent advisor should be charging at least 1% of total assets to manage the account. Anything less is likely not worth it considering all the time and effort involved in ensuring optimal results.