Warren County, NY Financial Advisors and Resources



Financial Advisor Firms in Warren County, NY


ADIRONDACK RETIREMENT SPECIALISTS

Website

(518) 761-6184

351 Bay Road

Queensbury, NY 12804

SEC#: 801-74527
Years in Business: 9 years

RETIREMENT PLANNING GROUP, LLC

Website

(518) 580-1919

238 Bay Rd

Queensbury, NY 12804

SEC#: 801-119537
Years in Business: 1 years

FLAGSHIP HARBOR ADVISORS, LLC

Website

(518) 339-2010

66 North Church Lane

Queensbury, NY 12804

SEC#: 801-71997
Years in Business: 10 years

FLAGSHIP HARBOR ADVISORS, LLC

Website

(518) 339-2010

66 North Church Lane

Queensbury, NY 12804

SEC#: 801-71997
Years in Business: 10 years


How Retirement-Friendly is Warren County, NY?

  • Population: 64,276
  • % of Population 62 Years and Over: 26.7%
  • Average Home Value: $199,900
  • Average Monthly Housing Cost: $1,005
  • Average Household Income: $80,032
  • 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.)


Warren County, NY Financial Advisor FAQs

It's important to go to a reputable advisor so you know you are receiving good advice. Check out the company, how many advisors they have, their credentials and what services they offer before making a choice.
Finding a financial advisor can be difficult. Just like any other service provider, it is important to do your research and determine which financial advisor is the best for you. To get started, ask friends and family members if they have any recommendations for people in this field. There are also many professional organizations such as the National Association of Personal Financial Advisors where you can get help finding someone to help and guide your finances and investments that is knowledgeable and trustworthy.
Financial advisors can be compensated through asset management. Instead of getting a certain percentage over your entire account, they take a small amount with every transaction that's made on your behalf (such as stocks or bonds).
There are three primary functions of a financial advisor. First, the financial advisor educates the prospective clients by assessing their goals and needs and then providing appropriate solutions that best fit them. Second, the adviser helps with tax planning and minimizing taxes by utilizing shelters such as municipal bond interest or donated securities. Third, to help clients set long-term net worth objectives for their business or individuals portfolio to include allocation of assets among stocks, bonds, options, etcetera.