Webster, NY Financial Advisors and Resources



Financial Advisor Firms in Webster, NY


CAPSTONE INVESTMENT FINANCIAL GROUP, LLC

Website

(877) 491-7514

115 W. Salore Ct.

Webster, NY 14580

SEC#: 801-67699
Years in Business: 14 years

WEALTHCARE ADVISORY PARTNERS LLC

Website

(585) 626-1258

1130 Crosspointe Lane
Suite 2A
Webster, NY 14580

SEC#: 801-80067
Years in Business: 7 years

BLACKRIDGE ASSET MANAGEMENT, LLC

Website

(585) 626-1242

1144 Ohstrom Park

Webster, NY 14580

SEC#: 801-108114
Years in Business: 5 years

WEALTHCARE ADVISORY PARTNERS LLC

Website

(585) 626-1258

1130 Crosspointe Lane
Suite 2A
Webster, NY 14580

SEC#: 801-80067
Years in Business: 7 years

BLACKRIDGE ASSET MANAGEMENT, LLC

Website

(585) 626-1242

1144 Ohstrom Park

Webster, NY 14580

SEC#: 801-108114
Years in Business: 5 years


How Retirement-Friendly is Webster, NY?

  • Population: 5,606
  • % of Population 62 Years and Over: 20.6%
  • Average Home Value: $153,200
  • Average Monthly Housing Cost: $951
  • Average Household Income: $65,537
  • 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.)


Webster, NY Financial Advisor FAQs

Absolutely. A competent financial advisor can help ensure that you've dealt with all the major and minor elements of your finances in a cohesive and comprehensive way.
On average, a financial advisor can range anywhere from $100 to $1,000 an hour. There are some financial advisors who have minimums of several thousand dollars for certain services.
The fees an advisor charges depend on the level of service they offer. These come in standard categories like fee-only advice, hourly advice, and commissions for selling stocks and insurance products.
Great questions for a financial advisor during the interview process include: 1) What is your training? 2) What areas do you specialize in? 3) How many clients do you work with, and what is their sobriety like? 4) Do you have experience coming from a graduate degree background--and if so, please tell us how it helped shape your perspective. 5) Can we set up an initial consultation session to talk strategy? All of these will help uncover how experienced and knowledgeable not just this financial advisor but also his or her company one way or another.