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JOSEPH P. LUCIA & ASSOCIATES, LLC

Financial Advisor serving Yorktown Heights, New York

📍 3505 HILL BLVD., YORKTOWN HEIGHTS, NY 10598
📞 (914) 352-••••
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📍 3505 HILL BLVD., YORKTOWN HEIGHTS, NY 10598

About JOSEPH P. LUCIA & ASSOCIATES, LLC

JOSEPH P. LUCIA & ASSOCIATES, LLC is a financial advisor located in Yorktown Heights, New York. As a local financial advisor, they serve Yorktown Heights and surrounding communities in New York. You can reach them through ProHorizon. Contact them through ProHorizon for a free quote.

Financial professionals in Yorktown Heights 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 Yorktown Heights

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 Yorktown Heights may vary based on the scope of work and provider.

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✅ Tips for Hiring Financial Advisors in Yorktown Heights

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Frequently Asked Questions

How much does a financial advisor cost in Yorktown Heights?
Financial Advisors in Yorktown Heights 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 Yorktown Heights?
Check ratings and reviews, verify licensing and insurance, get multiple quotes, and ask about their experience with your specific needs. There are 1 financial advisors in Yorktown Heights to choose from.
Does JOSEPH P. LUCIA & ASSOCIATES, LLC offer free quotes?
Contact JOSEPH P. LUCIA & ASSOCIATES, LLC directly to ask about free estimates. You can also request a quote through ProHorizon.