Loading listings...
Loading listings...
Browse verified financial_advisor professionals in Howard Beach, NY. Compare ratings, read reviews, and request a quote for free.
Showing 1–7 of 7 results
Howard Beach has 7 financial advisors available to help with planning and investment management. The directory does not yet have enough ratings to display an average, and licensing information is not currently available for these professionals. If you're looking to expand your search, nearby cities including New York, Brooklyn, Purchase, Melville, and Rochester also have financial advisors in the directory. Whether you need comprehensive planning, ongoing management, or specialized services like retirement or estate coordination, reviewing advisor profiles and service offerings can help you identify someone aligned with your financial goals.
A Flat-Fee Comprehensive Financial Plan in Howard Beach typically costs around $3,250. However, financial advisors offer a range of fee structures—some charge hourly rates for consultations, others manage assets on an AUM basis, and many offer ongoing retainer arrangements. Request quotes from multiple advisors to compare pricing models and understand what services are included in each fee structure.
Look for advisors who provide transparent fee schedules in writing and explain their investment approach clearly before you commit. Verify that any advisor you're considering is registered with the appropriate regulatory body and ask about their experience with situations similar to yours. Be cautious of advisors who pressure you into immediate decisions, offer guaranteed returns, or conduct business primarily through cash transactions without documentation. A reputable advisor will provide a written agreement and be willing to answer questions about their qualifications and fee structure.
The median cost for a Flat-Fee Comprehensive Financial Plan in Howard Beach is $3,250. However, pricing varies by advisor and the complexity of your situation, so request quotes from multiple professionals to compare.
There are currently 7 financial advisors in the Howard Beach directory. You can also search nearby cities like Brooklyn, New York, Purchase, Melville, and Rochester to expand your options.
Advisors offer several fee models: Assets Under Management (AUM) based on assets they oversee, flat fees for comprehensive plans or annual retainers, and hourly rates for consultations. Compare these structures to find what works best for your situation.
Check the advisor's registration and disciplinary history through FINRA BrokerCheck or the New York Department of Financial Services. Ask them directly about their certifications and licenses before you hire them.
Common services include retirement planning, estate planning coordination, tax-loss harvesting, comprehensive financial planning, ongoing portfolio management, and hourly consultations on specific financial questions.
Read our guide: Best Financial_advisors in Howard Beach, NY
In-depth rankings, tips, and FAQs for choosing a financial_advisor in Howard Beach