Woodbury, NY Financial Advisors and Resources



Financial Advisor Firms in Woodbury, NY


CONSOLIDATED PORTFOLIO REVIEW CORP

Website

(631) 845-5100

125 Froehlich Farm Blvd.

Woodbury, NY 11797

SEC#: 801-38795
Years in Business: 29 years

FUSION FAMILY WEALTH, LLC

Website

(516) 206-1320

88 Froehlich Farm Boulevard
Suite 401
Woodbury, NY 11797

SEC#: 801-78339
Years in Business: 8 years

SPIELBERGER & BROOKS, INC.

Website

(516) 433-3100

7600 Jericho Turnpike
Suite 305
Woodbury, NY 11797

SEC#: 801-69153
Years in Business: 13 years

CONSCIOUS CAPITAL WEALTH MANAGEMENT, LLC

Website

(475) 241-6966

7600 Jericho Turnpike
Suite 304
Woodbury, NY 11797

SEC#: 801-119516
Years in Business: 1 years

VANDERBILT ADVISORY SERVICES

Website

(631) 845-5100

125 Froehlich Farm Blvd.

Woodbury, NY 11797

SEC#: 801-77166
Years in Business: 8 years

U.S. WEALTH GROUP, LLC

Website

(516) 682-9800

7600 Jericho Turnpike
Suite 303
Woodbury, NY 11797

SEC#: 801-66977
Years in Business: 15 years

U.S. WEALTH CAPITAL ADVISORS, LLC

Website

(516) 682-9800

7600 Jericho Turnpike
Suite 303
Woodbury, NY 11797

SEC#: 801-114755
Years in Business: 2 years

KINGSVIEW WEALTH MANAGEMENT, LLC

Website

(516) 513-8063

1000 Woodbury Rd, Suite 404

Woodbury, NY 11797

SEC#: 801-79198
Years in Business: 7 years

PLATFORM TECHNOLOGY PARTNERS LLC

Website

(516) 405-3888

135 Crossways Park Drive
Suite 404
Woodbury, NY 11797

SEC#: 801-117439
Years in Business: 2 years


How Retirement-Friendly is Woodbury, NY?

  • Population: 8,852
  • % of Population 62 Years and Over: 35.3%
  • Average Home Value: $931,300
  • Average Monthly Housing Cost: $3,368
  • Average Household Income: $257,664
  • 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.)


Woodbury, NY Financial Advisor FAQs

The role of a financial advisor is to assist clients in meeting their financial goals by making appropriate investments, preparing for contingencies
Depending on the role, people working in the financial services industry may be compensated with commission-based salary, an hourly wage, or some combination of both.
Financial advisors are a necessity for some people, while others choose to look out for themselves. It really depends on your account size and needs.
Financial advisors come in various shapes and sizes, so the most important thing you can do is to find one who's comfortable with your personal needs and financial goals. Remember, your financial advisor will be handling the money that supports you and your family, so it's important they are worth their weight in gold.