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Financial Advisors

GRIMALDI PORTFOLIO SOLUTIONS, INC

Financial Advisor serving Wappingers Falls, New York · 1 of 3 financial advisors in the area

📍 1207 ROUTE 9, SUITE 10, WAPPINGERS FALLS, NY 12590
📞 (845) 297-••••
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📍 1207 ROUTE 9, SUITE 10, WAPPINGERS FALLS, NY 12590

About GRIMALDI PORTFOLIO SOLUTIONS, INC

GRIMALDI PORTFOLIO SOLUTIONS, INC is a financial advisor located in Wappingers Falls, New York. As a local financial advisor, they serve Wappingers Falls and surrounding communities in New York. You can reach them through ProHorizon. Contact them through ProHorizon for a free quote.

Financial professionals in Wappingers Falls should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the New York securities regulator before sharing any financial information.

💰 What Financial Advisors Cost in Wappingers Falls

Budget
$0.5
% of assets/year
Average
$1
% of assets/year
Premium
$2
% of assets/year

Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales. Prices in Wappingers Falls may vary based on the scope of work and provider.

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✅ Tips for Hiring Financial Advisors in Wappingers Falls

Check online reviews and ratings before hiring
Get multiple quotes to compare pricing
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Ask for references from recent customers

Frequently Asked Questions

How much does a financial advisor cost in Wappingers Falls?
Financial Advisors in Wappingers Falls typically charge $0.5–$2 % of assets/year. Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales.
How do I choose the best financial advisor in Wappingers Falls?
Check ratings and reviews, verify licensing and insurance, get multiple quotes, and ask about their experience with your specific needs. There are 3 financial advisors in Wappingers Falls to choose from.
Does GRIMALDI PORTFOLIO SOLUTIONS, INC offer free quotes?
Contact GRIMALDI PORTFOLIO SOLUTIONS, INC directly to ask about free estimates. You can also request a quote through ProHorizon.

Other Financial Advisors in Wappingers Falls

QUINT INVESTMENTS AND INSURANCE

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SAGE INVESTMENT ADVISERS LLC

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