Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial Advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should you have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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Find The Best Financial Advisors in Great Neck, New York

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

How To Find The Best Financial Advisors in Great Neck, New York
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 16 vetted financial advisors and 8 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 21 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.

List of Qualified Financial Advisors in Great Neck, New York

Edelman Financial Engines, LLC

877-208-7414

Address

Anthony M. Errico

Port Capital Management

212-597-2249

Address

684 Broadway,
Massapequa, NY 11758 See Details

Altfest Personal Wealth Management

212-796-8732

Address

445 Park Avenue,
6th Floor,
New York, NY 10022 See Details

Farther Finance, LLC

646-494-2925

Address

4 World Trade Center,
New York, NY 10019 See Details

Louis Green

Savvy Advisors

917-590-0552

Address

363 Bond Street,
Apt 205,
Brooklyn, NY 11231 See Details

Edelman Financial Engines LLC

877-208-7414

Address

650 From Road, Suite 460,
Paramus, NJ 07652 See Details

Frank Lepore

Bleakley Financial Group

973-244-4237

Address

100 Passaic Avenue,
Suite 300,
Fairfield, NJ 07004 See Details

Gerard Gruber

Harbor West Wealth Management & Planning

203-454-3377

Address

830 Post Road East Suite 102,
Westport, CT 06880 See Details

Doug Frew

BroadFront Capital Management

732-819-5006

Address

101 Crawfords Corner Rd, Suite 1120,
Holmdel, NJ 07733 See Details

Procyon Partners, LLC

475-600-2501

Address

1 Corporate Drive,
Suite 225,
Shelton, CT 06484 See Details

Jim Kilcommons

Princeton Global

609-945-1781

Address

17 Hulfish Street, Suite 240,
Princeton, NJ 08542 See Details

Top Financial Advisor Firms in Great Neck, New York (Ranked by AUM)

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	$2,160,456,028	93	Fixed fees
SAG HARBOR CAPITAL MANAGEMENT, LLC 60 Cutter Mill Road, Suite 601 Great Neck, NY, 11021	161490	$448,376,590	2	A percentage of AUM, Performance Based
PALUMBO WEALTH MANAGEMENT LLC 1010 Northern Boulevard, Suite 310 Great Neck, NY, 11021	306548	$322,682,038	706	A percentage of AUM, Fixed fees
CROSS SHORE CAPITAL MANAGEMENT, LLC 111 Great Neck Road, Suite 210 Great Neck, NY, 11021	136650	$146,390,095	7	A percentage of AUM, Performance Based
KUTZ AND COMPANY INC. 475 Northern Blvd, Ste 26 Great Neck, NY, 11021	124722	$102,956,881	131	A percentage of AUM, Hourly charges
RGA INVESTMENT ADVISORS, LLC 185 Great Neck Road, Suite 306 Great Neck, NY, 11021	149171	$90,764,998	227	A percentage of AUM, Fixed fees, Performance Based
THE WEALTHPLAN LLC 60 Cutter Mill Road, Suite 100-G Great Neck, NY, 11021	306820	$73,838,864	365	A percentage of AUM, Fixed fees
C & C FINANCIAL SERVICES, INC. 175 Great Neck Rd, Suite 405 Great Neck, NY, 11021	106752	$55,596,000	47	A percentage of AUM, Hourly charges, Fixed fees

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Find The Best Financial Advisors in Great Neck, New York

How To Find The Best Financial Advisors in Great Neck, New YorkLast Updated - 13-Jun-2023

List of Qualified Financial Advisors in Great Neck, New York

Address

Port Capital Management

Address

Address

Address

Savvy Advisors

Address

Address

Bleakley Financial Group

Address

Harbor West Wealth Management & Planning

Address

BroadFront Capital Management

Address

Address

Princeton Global

Address

Top Financial Advisor Firms in Great Neck, New York (Ranked by AUM)

Select other cities around Great Neck, New York to broaden your search for a financial advisor

Frequently Asked Questions

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How To Find The Best Financial Advisors in Great Neck, New York
Last Updated - 13-Jun-2023

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