Financial Advisor in Long Island, Jericho, NY, Riverhead, Plainville, Hicksville, NY, and Surrounding Areas

A financial advisor is someone who advises people on how to invest, where to invest, and when to invest. Financial advisors offer guidance on everything from selecting a financial instrument to determining how much to invest, how often to evaluate, and taking corrective action if necessary.

Woman Financial Advisor Doing Work on Her Computer in Long Island, Jericho, NY, Riverhead, and Littleton, NH

The following are some of the advantages of working with a financial advisor for your investing and financial planning needs:

  • Establishing a financial strategy and determining your investment needs:

Your financial advisor learns about your requirements and future goals from you and creates a long-term strategy to help you achieve them.

  • Financial knowledge:

A financial advisor brings knowledge of the financial markets to the table. As a result, engaging a financial advisor to help you create a portfolio, set goals, and track your progress may be a good idea.

  •  Setting SMART objectives:

Even in your financial plan, you must set goals that are realistic, taking into account elements such as your income, expected return, and objectives. And a financial expert would be able to assist you with this.

  • Assisting you in determining the best path to financial stability:

Your advisor will assist you in selecting the suitable financial instrument based on your risk-return criteria and matching it to the proper financial instrument.

  • Keeping an eye on your portfolio regularly:

Because you may not always have the time to monitor and review your investment performance, a financial advisor can assist you.

  • Reviewing your portfolio regularly:

Depending on the market environment and changing needs, an investment portfolio should be reviewed and reallocated. In such circumstances, an advisor may suggest adjustments based on his or her knowledge of the market and his or her expertise.

For almost 40 years, Washwick Agency, Inc., has been delighted to serve the Long Island, Jericho, NY, Riverhead, Plainville, and Hicksville, NY areas. We’ve been protecting the folks we work with since 1979, just as we would our family members.