Best Financial Advisors in Valley Stream

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
60+
Advisors
4.9/5.0
Average Rating

Valley Stream Financial Landscape

With a population of 37,659, Valley Stream is part of the New York metropolitan area, benefiting from proximity to NYC. The local economy is diverse, with retail and healthcare as key sectors.

Major industries
Retail, Healthcare, Education
Population
1.3M (metro: 7.8M)
Median household income
$85,000
Unique needs
Valley Stream requires tailored financial advice due to its suburban dynamics and proximity to urban economic shifts.
Market Insights
Economic Growth
According to BEA (2023), Valley Stream's economy has shown steady growth, driven by retail and healthcare sectors, contributing to local job creation.
Wealth Demographics
According to Census (2023), the median income in Valley Stream is approximately $85,000, reflecting a stable middle-class demographic.
Advisor Specializations
Based on BLS (2023), financial advisors in Valley Stream increasingly focus on retirement planning and estate management, catering to an aging population.
Local Considerations
Cost of Living
According to BLS (2024), the cost of living in Valley Stream is above the national average, driven by housing and transportation expenses.
Real Estate Market
According to Zillow (2024), Valley Stream's real estate market is competitive, with home values rising steadily, raising concerns over affordability.
Business Environment
According to Fortune (2024), Valley Stream's business climate is favorable, with supportive local policies encouraging small business growth and innovation.

Top 5 Financial Advisors in Valley Stream

Atatholee Johnson: Primerica - Financial Services
★ ★ ★ ★ ★ 5
Pamphiles Financial Group, LLC
★ ★ ★ ★ ★ 5
Westco Financial Group
★ ★ ★ ★ ★ 5
Merrill Lynch Wealth Management
★ ★ ★ ★ ★ 5
Merrill Lynch Financial Advisor Jeremy Jacobs
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Valley Stream, 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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Valley Stream-Specific Expertise
For Valley Stream residents working in Retail, Healthcare, Education, 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
Valley Stream's retail focus poses risks from e-commerce growth. Housing prices may bubble; diversify investments. Flooding risks exist, so consider insurance.

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