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Find The Best Financial Advisors in Staten Island, New York

Q: 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.

Q: 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.

Q: 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.

Q: 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.

Q: 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.

Staten Island, often regarded as the “borough of parks”, is home to a population of over 475,000 residents. Known for the city’s green park spaces, museums, and historical buildings, Staten Island is one of the richest cities in the United States. With a cost of living 22% higher than the national average, it would be wise for Staten residents to connect with a top financial advisor to create a secure financial plan in this high-cost city. With over 3,500 financial experts in this city, FinancialAdvisor.net helps individuals like you connect with 1-3 advisors suited to assist you with your unique financial goals.

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

If you’re looking for qualified financial advisors in Staten Island, New York, FinancialAdvisor.net is a useful resource. We've compiled a list of the 12 vetted financial advisors and 4 non-vetted financial advisors in Staten Island, New York, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Staten Island, New York have an average of 18 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 Staten Island , New York

William Romero

Spartan Capital Advisors

212-786-6957

Address

45 Broadway,
19th floor,
New York, NY 10006 See Details

Retirable, Inc.

833-222-1807

Address

41 East 11th Street,
New York, NY 10003 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

Farther Finance, LLC

646-494-2925

Address

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

Frank Lepore

Bleakley Financial Group

973-244-4237

Address

300 Kimball Drive,
Suite 310,
Parsippany, NJ 07054 See Details

Procyon

475-600-2501

Address

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

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

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
CHELSEA ADVISORY SERVICES, INC 242 Main Street, Staten Island, NY, 10307	150791	$126,883,334	536	A percentage of AUM, Hourly charges, Fixed fees
VCP FINANCIAL LLC 2535 Victory Boulevard, Staten Island, NY, 10314	167901	$114,669,225	711	A percentage of AUM, Hourly charges
THE HAJDARI GROUP, LLC 1491 Richmond Road, Staten Island, NY, 10304	289331	$84,685,050	507	A percentage of AUM, Hourly charges, Fixed fees
PUREVEST 1110 South Ave, Suite 85 Staten Island, NY, 10314	318332	$32,340,960	162	A percentage of AUM, Hourly charges, Fixed fees

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FinancialAdvisor.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. FinancialAdvisor.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. FinancialAdvisor.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

Find The Best Financial Advisors in Staten Island, New York

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

List of Qualified Financial Advisors in Staten Island , New York

William Romero

Spartan Capital Advisors

Address

Retirable, Inc.

Address

Edelman Financial Engines, LLC

Address

Farther Finance, LLC

Address

Frank Lepore

Bleakley Financial Group

Address

Procyon

Address

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

Select other cities around Staten Island, New York to broaden your search for a financial advisor

Frequently Asked Questions

Find an AdvisorIt's Fast, Free & Easy

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

Find an Advisor
It's Fast, Free & Easy