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Find Best Financial Advisors in Staten Island, 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 Staten Island is a tedious task to do. financialadvisor.net give you extensive options to compare best advisors in Staten Island & pick the one as per your needs

How To Find Best Financial Advisors & Planners in Staten Island?

Looking for a qualified financial advisor in Staten Island? We can help you by narrowing down your options & listing the best financial advisors in Staten Island as per their qualifications & experience.

Find! Compare & Connect with the top financial advisors in Staten Island near you with the list of certified and vetted Staten Island financial advisors.

List of Qualified Financial Advisors in Staten Island, New York

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Stephen Sassi

Edelman Financial Engines, LLC

406 Forest Ave.

Staten Island, NY 10301

718-313-0303

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Farther

Farther Finance, LLC

Four World Trade Center
150 Greenwich St, Ste 2946

New York, NY 10007

720-744-2145

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Personal Capital

Personal Capital

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Prince, NY 10012

650-556-1310

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Peter Levine

Ameriprise Financial Services, LLC

481 8th Avenue
Suite 1130

New York, NY 10001

212-967-1428

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Walter Varian

Edelman Financial Engines, LLC

340 Madison Avenue

New York, NY 10173

646-779-2102

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Altfest Personal Wealth Management

Altfest Personal Wealth Management

445 Park Avenue
6th Floor

New York, NY 10022

212-796-8729

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Kevin Shea

Edelman Financial Engines, LLC

51 JFK Parkway

Short Hills, NJ 07078

862-206-7431

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Ryan Woodring

Heritage Investment Partners, LLP / LPL Financial Advisor

97 Main Street

Chatham, NJ 07928

973-635-9500

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Sal Marino

Edelman Financial Engines, LLC

328 Newman Springs Road

Red Bank, NJ 07701

732-704-7213

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Peter Gellman

Palmerston Group Advisors, LLC

320 Raritan Avenue, Suite 302

Highland Park, NJ 08904

732-248-5777

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Brian Deutsch

Edelman Financial Engines, LLC

650 From Road

Paramus, NJ 07652

201-289-5082

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Emil Ben David

Edelman Financial Engines, LLC

1130 RXR Plaza

Uniondale, NY 11556

516-252-1413

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Paresh B. Shah

PareShah Partners LLC

960 South Broadway, Suite 115-B

Hicksville, NY 11801

516-268-3446

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Nick Friedman

Edelman Financial Engines, LLC

10 Bank Street

White Plains, NY 10606

914-618-3002

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Amanda Salyer

Edelman Financial Engines, LLC

600 West Germantown Pike
Suite 100

Plymouth Meeting, PA 19462

484-679-4901

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

Firm Name Firm CRD# Total AUM No. of Clients Fee Structure
FINANCIAL PLANNING CONCEPTS OF AMERICA, INC.
1110 South Avenue Suite 301, Staten Island, NY 10314
126411 $141,000,000 340 A percentage of AUM
Hourly charges
Fixed fees
VCP FINANCIAL LLC
2535 Victory Boulevard, Staten Island, NY 10314
167901 $110,722,701 414 A percentage of AUM
Hourly charges
CHELSEA ADVISORY SERVICES, INC
242 Main Street, Staten Island, NY 10307
150791 $94,039,247 379 A percentage of AUM
Hourly charges
Fixed fees
THE HAJDARI GROUP, LLC
1491 Richmond Road, Staten Island, NY 10304
289331 $79,315,055 432 A percentage of AUM
Hourly charges
Fixed fees
PUREVEST
1110 South Ave, Suite 85 Staten Island, NY 10314
318332 $30,258,687 118 A percentage of AUM
Hourly charges
Fixed fees
PRINCIPLED ADVISORS, INC.
1110 South Avenue, Staten Island, NY 10314
131345 $0 0 A percentage of AUM
Fixed fees
Commision Based

Additional Financial Advisors in New York

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
Daniel R. Masiello
Inquire with Daniel
1 Teleport Dr, Ste 206 Staten Island, NY 10311 718-524-8450
Masiello, Nicolosi & Associates
Inquire with Masiello,
1 Teleport Dr, Ste 206 Staten Island, NY 10311 718-524-8450
Eric P Storberg
Inquire with Eric
1 Teleport Dr, Ste 206 Staten Island, NY 10311 718-524-8450
Michael J McKeever
Inquire with Michael
1855 Victory Blvd, Staten Island, NY 10314 718-370-2770
Michael Marracello
Inquire with Michael
1 Teleport Dr, Ste 206 Staten Island, NY 10311 718-524-8450
Daniel R Masiello
Inquire with Daniel
1 Teleport Dr, Ste 206 Staten Island, NY 10311 718-524-8450
Charles Giordano
Inquire with Charles
1 Teleport Dr, Ste 206 Staten Island, NY 10311 718-524-8450
Storberg & Associates
Inquire with Storberg
1855 Victory Blvd, Staten Island, NY 10314 718-370-2770
Chandrakant Engineer
Inquire with Chandrakant
65 Michael Loop, Staten Island, NY 10301 718-701-2889
CFSC Checks Cashed Broad St
Inquire with CFSC
160 Broad St, Staten Island, NY 10304 718-442-3663

Frequently Asked Questions

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 I 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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