Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!
We understand your financial needs are not always the same! Choosing the right financial advisor in Great Neck is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Great Neck & pick the one as per your needs
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Great Neck, New York, FinancialAdvisor.net is a useful resource. We've compiled a list of the 8 vetted financial advisors and non-vetted financial advisors in Great Neck, New York, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Great Neck, New York have an average of 19 years of experience.
If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.
Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
---|---|---|---|---|
STONE HILL FIDUCIARY MANAGEMENT, LLC 1010 Northern Boulevard, Suite 308 Great Neck, NY, 11021-5317 | 164981 | $1,800,105,223 | 91 | Fixed Fees |
SAG HARBOR CAPITAL MANAGEMENT, LLC 60 Cutter Mill Road, Suite 601 Great Neck, NY, 11021 | 161490 | $375,024,552 | 2 | A Percentage of AUM, Performance Based |
PALUMBO WEALTH MANAGEMENT LLC 1010 Northern Boulevard, Suite 310 Great Neck, NY, 11021 | 306548 | $230,140,486 | 606 | A Percentage of AUM, Fixed Fees |
CROSS SHORE CAPITAL MANAGEMENT, LLC 111 Great Neck Road, Suite 210 Great Neck, NY, 11021 | 136650 | $158,133,943 | 7 | A Percentage of AUM, Performance Based |
KUTZ AND COMPANY INC. 475 Northern Blvd, Ste 26 Great Neck, NY, 11021 | 124722 | $85,748,250 | 121 | A Percentage of AUM, Hourly charges |
RGA INVESTMENT ADVISORS, LLC 185 Great Neck Road, Suite 306 Great Neck, NY, 11021 | 149171 | $74,868,049 | 226 | A Percentage of AUM, Fixed Fees, Performance Based |
C & C FINANCIAL SERVICES, INC. 175 Great Neck Rd, Suite 405 Great Neck, NY, 11021 | 106752 | $51,970,000 | 47 | A Percentage of AUM, Hourly charges, Fixed Fees |
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