Find a Financial Advisor in Yorktown Heights, NY

 

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We did the hard work of finding trustworthy partners in Yorktown Heights, NY.

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We Only Work With The Best Yorktown Heights Financial Advisors


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

3rd Party Rankings

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 Yorktown Heights, NY


  • Financial Advisor Close to Yorktown Heights, 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 Yorktown Heights, 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 Yorktown Heights, NY

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

  • Population: 1,393
  • % of Population 62 Years and Over: 32.8%
  • Average Home Value: $468,800
  • Average Monthly Housing Cost: $1,395
  • Average Household Income: $126,382
  • 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 Yorktown Heights, NY

 

JOSEPH P. LUCIA & ASSOCIATES, LLC

Website

(914) 352-6600

3505 Hill Blvd.
Suite J
Yorktown Heights, NY 10598

SEC#: 801-76540
Years in Business: 9 years

 


Yorktown Heights, NY Financial Advisor FAQs

If you have a lot of money, then yes. For example, if your wealth is in the form of intangible assets such as intellectual property or if your needs are not being met with the services provided by your current financial advisor(s), then hire an expert who can evaluate risk for these types of investments and take on the responsibility
Financial advisors typically charge their clients an ongoing annual fee of 1-2% AUM on top of the hourly billing rates.
Financial advisors are typically compensated through receiving commissions based on the product they are promoting, usually through sales of bonds, variable annuities, mutual funds, life insurance policies or other products.
The best way to choose a financial advisor is by asking the person these questions: How much of your time will you spend on my finances (I want dedicated guidance); what type(s) of investments do you recommend; how willing are you to sell my investments for me when it's appropriate; what fees am I expected to pay; and, am I allowed to make investment changes.