Best Financial Advisors in Freeport

Find top-rated local financial advisors who can help you achieve your financial goals with personalized strategies and expert guidance.

Find an Advisor Estimated Advisor Fees
40+
Advisors
4.8/5.0
Average Rating

Freeport Financial Landscape

With a population of 43,167, Freeport boasts a mix of retail, healthcare, and marine industries. The local economy is bolstered by its proximity to New York City and Long Island's affluent markets.

Major industries
Retail, Healthcare, Marine Services
Population
43K (metro: 7.8M)
Median household income
$79,000
Unique needs
Freeport requires tailored financial services due to its unique coastal economy and diverse demographic.
Market Insights
Economic Growth
According to BEA (2023), Freeport's economy has shown resilience, with a growth rate of 3.2% driven by retail and healthcare sectors.
Wealth Demographics
According to Census (2023), the median income in Freeport is approximately $79,000, reflecting a diverse economic base.
Advisor Specializations
Based on BLS (2023), financial advisors in Freeport are increasingly specializing in retirement planning and real estate investment.
Local Considerations
Cost of Living
According to BLS (2024), Freeport's cost of living is 15% higher than the national average, driven by housing and transportation costs.
Real Estate Market
According to Zillow (2024), Freeport's housing market is competitive, with home prices rising 8% year-over-year due to high demand.
Business Environment
According to Fortune (2024), Freeport's business climate is favorable, with incentives for small businesses and a supportive local government.

Top 5 Financial Advisors in Freeport

Maria Merino: Primerica - Financial Services
★ ★ ★ ★ ★ 5
Jenny Alexandra Escobar: Primerica - Financial Services
★ ★ ★ ★ ★ 5
The Pinnacle Financial Group
★ ★ ★ ★ ★ 5
Planning Financial Futures, Inc
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Ed Fernandez
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Freeport, consider these essential factors

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Fiduciary Standard
Prioritize advisors who commit to acting as fiduciaries 100% of the time, legally obligating them to put your interests first.
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Freeport-Specific Expertise
For Freeport residents working in Retail, Healthcare, Marine Services, consider advisors with specific experience in your industry's unique compensation and benefit structures.
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Fee Structure Transparency
Understand how your advisor is compensated—whether through fees, commissions, or a combination—and how this might influence their recommendations.
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Credentials
Seek advisors with recognized credentials such as CFP®, CFA, or ChFC designations, indicating advanced training and ethical standards.
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Communication Style
Choose an advisor whose communication approach matches your preferences regarding frequency, detail, and method of interaction.
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Risk Management Focus
Freeport's retail sector faces e-commerce risks, while housing prices may bubble due to demand. Prepare for hurricane impacts and diversify investments beyond local industries.

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