Westbury, NY Financial Advisors and Resources



Financial Advisor Firms in Westbury, NY


PERSONAL ASSET STRATEGIES, INC.

Website

(516) 248-8811

1600 Stewart Avenue
Suite 204
Westbury, NY 11590

SEC#: 801-63578
Years in Business: 16 years

INVICTUS TIMING SERVICE LTD

Website

(516) 741-0500

400 Post Avenue
Suite 403
Westbury, NY 11590

SEC#: 801-27964
Years in Business: 35 years

KORR ACQUISITIONS

Website

(855) 567-7858

1400 Old Country Road
Suite 305
Westbury, NY 11590

SEC#: 801-117195
Years in Business: 2 years

ACRES

Website

(516) 882-1662

865 Merrick Avenue
Suite 200S
Westbury, NY 11590

SEC#: 801-106763
Years in Business: 6 years

THRIVENT INVESTMENT MANAGEMENT INC.

Website

(516) 997-8500

1400 Old Country Rd.

Westbury, NY 11590

SEC#: 801-29618
Years in Business: 34 years

THRIVENT INVESTMENT MANAGEMENT INC.

Website

(516) 997-8500

1400 Old Country Rd.

Westbury, NY 11590

SEC#: 801-29618
Years in Business: 34 years

NATIONAL ASSET MANAGEMENT, INC.

Website

(516) 408-3030

400 Post Ave
Ste 104
Westbury, NY 11590

SEC#: 801-64837
Years in Business: 15 years

CETERA INVESTMENT ADVISERS LLC

Website

(516) 338-4888

1400 Old Country Rd
Suite 408
Westbury, NY 11590

SEC#: 801-20406
Years in Business: 37 years

AMERITAS INVESTMENT COMPANY, LLC

Website

(516) 465-0490

1400 Old Country Rd Ste 407

Westbury, NY 11590

SEC#: 801-55153
Years in Business: 23 years


How Retirement-Friendly is Westbury, NY?

  • Population: 15,342
  • % of Population 62 Years and Over: 21%
  • Average Home Value: $458,600
  • Average Monthly Housing Cost: $2,048
  • Average Household Income: $129,033
  • 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.)


Westbury, NY Financial Advisor FAQs

First and foremost, you want to vet the qualifications of your potential advisor like relevant credentials , what type of investor you are, and find someone with a solid financial past.
The first thing you should do is assess your financial needs. Are you saving for retirement? Do you need life insurance? Long-term care insurance?
If you are thinking about investing in stocks, bonds, mutual funds, or cryptocurrency then you need a financial advisor. Choosing the appropriate mix of investments for your specific needs is challenging. You need someone who has access to detailed retirement accounts and complex tax laws who knows what they're doing.
Financial advisors put together an informed plan for how much risk is involved with investments tailored to your long term goals, timeline and current needs. They also determine which accounts you should invest in based on high risk takers versus those looking for stability.