Fiduciary advisors in New York

Airmont, New York

Bernath & Rosenberg, P.C. is located in Airmont, New York and provides investment management, financial planning, and tax planning services. The firm works with clients on wealth management and small business matters

Albany, New York

Creative Planning in Albany, New York provides estate planning, financial planning, insurance analysis, and investment management services. The firm specializes in estate planning and serves clients in the local area.

Albany, New York

Eden Advisory Services LLC is based in Albany, New York and provides estate planning, financial planning, and investment management services. The team holds CLU credentials and operates in English.

Albany, New York

Insurance-Based

Elizabeth Bauer is a financial advisor with The Di Bella Financial Group in Albany, New York, specializing in insurance planning. She provides financial planning and insurance analysis services. The firm operates on an insurance-based model.

Albany, New York

Wirehouse

Merrill Lynch Wealth Management operates in Albany, New York as a wirehouse firm offering investment management and wealth management services. The office provides financial planning and investment management to clients. Contact the firm directly for information on fees and specific service offerings.

Albany, New York

WealthOne Advisory is an investment management firm based in Albany, New York, offering investment management, wealth management, and financial planning services. The firm serves clients in English.

Albany, New York

Insurance-Based

The Di Bella Financial Group, LLC is an insurance-based advisory firm located in Albany, New York. The firm specializes in insurance planning and provides insurance analysis services. They conduct business in English.

Albany, New York

Broadway Advisor Group, LLC is located in Albany, New York and provides financial planning and investment management services. The firm operates in English and holds a 5-star rating on Google based on one review.

Albany, New York

John Gigliello at Albany Financial Group in Albany, New York provides financial planning, investment management, and retirement planning services. The practice specializes in Social Security optimization and tax strategy as part of its advisory work. English is spoken, and the firm has received 5-star ratings from clients on Google.

Albany, New York

Insurance-Based

The Di Bella Financial Group, LLC is an insurance-based firm in Albany, New York led by President Joseph Di Bella. The firm provides financial planning and insurance analysis, with a focus on insurance planning. Services are available in English.

Amherst, New York

Independent RIA

Florian Financial Group LLC is an independent registered investment advisor located in Amherst, New York. The firm provides financial planning and investment management services to clients. As a fiduciary, it is bound to act in clients' best interests.

Amityville, New York

Sica | Fletcher, LLC is an insurance analysis firm based in Amityville, New York. The firm provides insurance analysis services to clients. Additional details regarding specialties, fee structure, and team credentials were not available.

Binghamton, New York

Bank-Affiliated

Visions Wealth Management is a bank-affiliated firm in Binghamton, New York that provides investment management and debt management services. The firm operates in English and serves clients in the local market

Binghamton, New York

Equitable Advisors is based in Binghamton, New York and operates as an investment advisory firm serving clients in the region.

Binghamton, New York

Wirehouse

Merrill Lynch Wealth Management operates in Binghamton, New York, offering investment management and wealth management services. The firm provides financial planning and investment management to clients. Services are delivered in English.

Binghamton, New York

Duke Financial is an investment advisor located in Binghamton, New York. The firm serves clients in English.

Bohemia, New York

Personalized Wealth Management, LLC is a wealth management firm located in Bohemia, New York. The firm provides investment management and wealth management services to clients. Additional details about fee structure, credentials, and specific service offerings are available upon inquiry

Bronx, New York

Santana Consultation is located in the Bronx, New York. The firm operates in English. Additional details about services, specialties, and credentials are not currently available.

Brooklyn, New York

AQS Management, LLC is based in Brooklyn, New York and operates as an investment-advisor firm. The firm serves clients in English.

Brooklyn, New York

Insurance-Based

Marlon J. Altoe is an insurance-based wealth advisor operating from Brooklyn, New York. The practice offers financial planning and insurance analysis services. Fee structure and specific credentials are not publicly detailed.

Buffalo, New York

Buffalo First Wealth Management, LLC is based in Buffalo, New York and provides estate planning, financial planning, insurance analysis, investment management, and tax planning services. The firm specializes in estate planning, investment management, and wealth management

Buffalo, New York

Accreux Wealth Management is a Buffalo-based firm specializing in retirement planning and small business advisory services. The team holds CLU credentials and works primarily with English-speaking clients. Specific fee structures and additional service details are available directly from the firm

Buffalo, New York

InCareLife is based in Buffalo, New York and specializes in insurance planning and analysis. The firm works with clients to evaluate insurance needs and structure.

Buffalo, New York

Note Advisors, LLC is an investment management and financial planning firm based in Buffalo, New York. The firm provides financial planning and investment management services. It holds a 4.9 rating across 35 Google reviews.

Buffalo, New York

Plail Wealth Management is a financial planning firm in Buffalo, New York that specializes in retirement planning and small business financial matters. The firm provides financial planning and retirement planning services. Team members hold the CLU (Chartered Life Underwriter) credential and conduct business in English.

Buffalo, New York

Raymond James & Associates is a financial services firm based in Buffalo, New York, specializing in retirement planning and small business financial matters. The team holds the CLU (Chartered Life Underwriter) credential. Services include retirement planning assistance. The firm conducts business in English.

Buffalo, New York

Tompkins Financial Advisors is based in Buffalo, New York and provides retirement planning and investment management services. The firm works with clients in English.

Buffalo, New York

United Capital Financial Advisors is a financial planning firm based in Buffalo, New York. The firm provides retirement planning and investment management services, including financial planning and investment management for clients.

Buffalo, New York

Cirocco Smith Group is based in Buffalo, New York and provides investment advisory services.

Camillus, New York

Connell Financial Group LLC is based in Camillus, New York and provides financial planning and investment management services. The firm operates in English.

Canandaigua, New York

Independent RIA

Sheppard Mosher Independent Wealth Management is a registered investment advisor in Canandaigua, New York, offering financial planning and investment management services. The firm serves clients seeking wealth management support and operates independently.

Canandaigua, New York

Acre Equity Advisors is located in Canandaigua, New York and provides investment advisory services. The firm conducts business in English.

Champlain, New York

Premier Forex League is located in Champlain, New York and provides investment management services. The firm operates in English.

Clifton Park, New York

Steward Advisors Group is based in Clifton Park, New York, and provides financial planning and investment management services. The firm specializes in investment management for clients seeking professional portfolio oversight and financial planning guidance.

Clifton Park, New York

Madison Wealth Managers is located in Clifton Park, New York and provides investment advisory services.

Cohoes, New York

Forum Financial Management, based in Cohoes, New York, is led by Amanda D'Aprile, CPA. The firm specializes in retirement planning and investment management. D'Aprile holds a CPA credential and conducts business in English.

Corning, New York

BCK Partners, Inc. is located in Corning, New York and offers financial planning and investment management services. The firm's team holds CFP and CPA credentials. Services are provided in English.

Cortland, New York

Jessica Champion RICP provides financial planning and investment management services in Cortland, New York, with a specialization in retirement planning. The firm holds the Registered Income Certified Planner credential.

De Witt, New York

Strategic Wealth Advisors is located in De Witt, New York and provides investment advisory services.

Deer Park, New York

Wealth Enhancement Group is located in Deer Park, New York and provides financial planning and investment management services. The firm operates in English and has a 5-star rating based on 25 Google reviews.

Dunkirk, New York

PlanningWealth WNY is an investment advisor based in Dunkirk, New York. The firm serves clients in English.

East Syracuse, New York

Insurance-Based

Tim Shields at Northwestern Mutual in East Syracuse, New York provides financial planning, insurance analysis, and investment management services. The firm specializes in insurance planning as part of a Northwestern Mutual practice.

East Syracuse, New York

Bill Zaika, Sr., CFP® is a financial advisor at Farther, based in East Syracuse, New York. He specializes in estate planning and holds the Certified Financial Planner credential.

East Syracuse, New York

Insurance-Based

Northwestern Mutual in East Syracuse provides financial planning, insurance analysis, and investment management services. The firm specializes in insurance planning and conducts business in English. Contact the office directly for information on fee structures and advisor credentials.

Elmira, New York

Williams Capital Corporation is located in Elmira, New York and provides tax planning services. The firm operates in English and holds a 5-star rating based on Google reviews.

Elmsford, New York

CPC Wealth Management, based in Elmsford, New York, provides financial planning and investment management services. The firm specializes in wealth management and investment management for its clients.

Endicott, New York

Visions Wealth Management is located in Endicott, New York and provides investment management and wealth management services. The firm operates in English.

Fairport, New York

Liftbridge Financial Advisors is based in Fairport, New York and provides investment management and retirement planning services. The firm works with clients on wealth management matters. Further details about fee structure and advisor credentials are available upon inquiry.

Fayetteville, New York

Tompkins Financial Advisors is based in Fayetteville, New York and provides retirement planning and investment management services. The firm works with clients on retirement strategy and portfolio management.

Fayetteville, New York

Dunuwila Wealth Management is based in Fayetteville, New York and provides investment management and retirement planning services. The firm specializes in investment management, retirement planning, and wealth management.

Fayetteville, New York

Insurance-Based

Michael Murphy, Financial Advisor operates Murphy Financial Group from Fayetteville, New York, focusing on insurance-based financial services. The firm provides financial planning and insurance analysis, with a specialization in insurance planning. Services are available in English.

Fayetteville, New York

D.K. Griffith & Company is based in Fayetteville, New York and provides investment management and wealth management services.

Fishkill, New York

Wealth Enhancement Group is located in Fishkill, New York, and provides financial planning and investment management services. The firm operates in English.

Flushing, New York

Insurance-Based

Li Huo, Financial Advisor with Eagle Strategies, operates from Flushing, New York and focuses on retirement planning and investment management. The firm provides financial planning and insurance analysis services and conducts business in English.

Flushing, New York

Insurance-Based

Ming Li is a financial professional affiliated with New York Life in Flushing, Queens. The practice offers financial planning and insurance analysis services. Fee structure and specific credentials were not available at the time of listing.

Fly Creek, New York

Insurance-Based

Northwestern Mutual in Fly Creek, New York provides financial planning, insurance analysis, and investment management services. The firm specializes in insurance planning, investment management, and wealth management. Services are delivered in English.

Fredonia, New York

Andersen Cuddihy Inc. is a financial planning firm based in Fredonia, New York, specializing in retirement planning. The firm provides financial planning and retirement planning services to clients in the area.

Fulton, New York

Mirabito Financial Group is located in Fulton, New York and provides financial planning services with a focus on retirement planning. The firm works with clients in English.

Garden City, New York

Plan 4, Inc. is located in Garden City, New York and provides financial planning and investment management services. The firm operates in English.

Goshen, New York

Wealth Enhancement Group is a financial planning and investment management firm located in Goshen, New York. The firm provides financial planning and investment management services to clients in the area. They operate in English.

Goshen, New York

Insurance-Based

Northwestern Mutual in Goshen, New York provides insurance planning, investment management, and wealth management services. The firm offers financial planning, insurance analysis, and investment management to clients. Services are conducted in English.

Great Neck, New York

Wealth Enhancement Group is a financial planning and investment management firm located in Great Neck, New York. The firm serves clients in English and offers financial planning and investment management services. Additional details about specialties, fee structure, and team credentials were not provided.

Great Neck, New York

Palumbo Wealth Management is located in Great Neck, New York and provides estate planning, financial planning, and investment management services. The firm specializes in wealth management and estate planning for its clients.

Groton, New York

Insurance-Based

Northwestern Mutual in Groton, New York provides insurance planning, investment management, and wealth management services. The firm offers financial planning, insurance analysis, and investment management to clients. Services are conducted in English.

Hauppauge, New York

Mitlin Financial, Inc. is an investment advisory firm located in Hauppauge, New York, offering estate planning, financial planning, and investment management services. The firm specializes in estate planning and wealth management for clients seeking to coordinate these areas.

Henderson, New York

Chisholm Financial Planning & Investments is based in Henderson, New York and offers financial planning and investment management services. The firm operates in English and has a 5-star rating on Google.

Hopewell Junction, New York

Flourish Wealth Advisors is located in Hopewell Junction, New York and serves English-speaking clients.

Hudson, New York

Insurance-Based

Northwestern Mutual in Hudson, New York provides financial planning, insurance analysis, and investment management services. The firm specializes in insurance planning, investment management, and wealth management. Services are delivered in English.

Huntington, New York

Steven Silber, CFP, CLTC operates a financial planning practice in Huntington, New York, specializing in insurance planning. The firm provides financial planning, insurance analysis, and investment management services. Silber holds the Certified Financial Planner and Certified in Long-Term Care designations

Ithaca, New York

Insurance-Based

Northwestern Mutual operates in Ithaca, New York, offering insurance planning, investment management, and wealth management services. The firm provides financial planning, insurance analysis, and investment management to clients. Services are conducted in English.

Ithaca, New York

Insurance-Based

Northwestern Mutual | Standard Wealth Management operates in Ithaca, New York, offering investment management and wealth management services. As an insurance-based firm, the company integrates insurance products into its financial planning approach. Specific service offerings, fee arrangements, and advisor credentials are not detailed in available information.

Jericho, New York

Beacon Pointe Advisors is based in Jericho, New York and offers financial planning and investment management services. The firm conducts business in English.

Kinderhook, New York

Independent RIA

Siena Private Wealth is an independent registered investment adviser located in Kinderhook, New York. The firm provides financial planning and investment management services to its clients. Specific credentials, fee arrangements, and detailed service offerings can be obtained by contacting the firm directly.

Kingston, New York

Wirehouse

Merrill Lynch Wealth Management operates in Kingston, New York as a wirehouse firm providing financial planning and investment management services. The firm specializes in wealth management and investment management for its clients. Services are conducted in English.

Lake Placid, New York

Independent RIA

Mercer Advisors - Lake Placid is an independent registered investment advisor providing wealth management services to clients in Lake Placid, New York. As a fiduciary, the firm is obligated to act in clients' best interests. The firm conducts business in English.

Lansing, New York

Heritage Lake Advisors & Partners is located in Lansing, New York and specializes in estate planning services.

Latham, New York

Phillip Mabey operates as a financial advisor with Northway Financial Group LLC in Latham, New York. The practice specializes in retirement planning and investment management, offering financial planning services. Contact the firm directly for information on fee structures and specific service details.

Latham, New York

Independent RIA

Iron Tree Financial is an independent registered investment adviser based in Latham, New York, specializing in estate planning. The firm operates on a fiduciary basis and conducts business in English.

Latham, New York

Insurance-Based

Autumn Sims is an insurance-based financial advisor located in Latham, New York, specializing in retirement planning and investment management. The practice provides financial planning and insurance analysis services to clients.

Latham, New York

Pachira Wealth Management operates from Latham, New York, offering investment management, retirement planning, and wealth management services. The firm provides financial planning and investment management to clients seeking to structure their retirement and overall wealth strategy.

Latham, New York

Verant Wealth is an investment advisor based in Latham, New York. The firm serves clients in English.

Liverpool, New York

United Financial Services operates in Liverpool, New York, offering investment management and retirement planning services. The firm specializes in retirement planning for its clients.

Lynbrook, New York

Wirehouse

Merrill Lynch Wealth Management operates in Lynbrook, New York, offering financial planning and investment management services. As a wirehouse firm, the office provides wealth management and investment management to clients in the region. Services are available in English.

Malone, New York

Harte Solutions is a financial planning firm based in Malone, New York, offering financial planning, insurance analysis, and investment management services with a focus on insurance planning. The firm operates in English and has received a 5-star rating from Google reviews.

Malta, New York

Insurance-Based

Daniel Pearsall, Founder & Financial Advisor at Post Time Wealth Solutions in Malta, New York, provides financial planning and insurance analysis with a focus on retirement planning and investment management. The firm operates on an insurance-based model and serves clients in English. Additional credential and fee structure details are available directly from the advisor.

Manlius, New York

Ivy Financial Group is an investment management firm based in Manlius, New York. They provide financial planning, insurance analysis, and investment management services to clients. The firm conducts business in English.

Melville, New York

Zambri Financial Powered by LPL is located in Melville, New York and operates as an LPL-affiliated firm. The firm provides investment advisory services and holds a 5-star rating based on client reviews.

Melville, New York

Wealth Enhancement Group is based in Melville, New York and provides financial planning and investment management services to clients.

Melville, New York

Paul La Cava is a partner at Wealth Conservation Group, Inc., located in Melville, New York. The firm provides financial planning services. English is spoken.

Melville, New York

Planning Financial Futures, Inc is a financial advisory firm located in Melville, New York, offering financial planning, insurance analysis, and investment management. The firm specializes in insurance planning and investment management, with team members holding CFP credentials. Services are conducted in English.

Middletown, New York

Wirehouse

Merrill Lynch Wealth Management operates in Middletown, New York as a wirehouse firm providing financial planning and investment management services. The firm specializes in wealth management and investment management for its clients.

Mineola, New York

Neil Lauro operates an investment-management practice through LPL Financial in Mineola, New York. The firm provides investment-management services. LPL Financial is a broker-dealer and custodian offering support to independent financial advisors.

Mineola, New York

Goydas Capital Investment Management provides investment management services to clients in the Mineola, New York area. The firm focuses on investment management as its core service offering.

Mineola, New York

Demetrios Paraskevopoulos is a CFP® practitioner based in Mineola, New York. He holds the Certified Financial Planner designation along with advanced credentials in financial planning and applied security analysis. Services and fee structure details are available by direct inquiry.

Mt Kisco, New York

Tompkins Financial Advisors, based in Mt Kisco, New York, provides retirement planning and investment management services. The firm works with clients on long-term financial strategies in these core areas.

Mt Kisco, New York

Westchester Financial Planning, based in Mt Kisco, New York, is led by Russell E. Glickstern, CFP®. The firm provides financial planning and retirement planning services. Glickstern holds the Certified Financial Planner credential and conducts business in English.

New Hartford, New York

Upstate Wealth Consulting is located in New Hartford, New York and provides investment advisory services. The firm operates in English.

New Hartford, New York

J. Tyler Wealth Management is located in New Hartford, New York, and provides investment management and wealth management services. The firm operates primarily in English.

New Hartford, New York

CG Capital, based in New Hartford, New York, provides estate planning, financial planning, and retirement planning services. The firm specializes in estate planning and retirement planning matters.

New Paltz, New York

ClearPath Advisors provides retirement planning services to clients in New Paltz, New York. The firm holds a 5-star rating based on 10 Google reviews. Services are conducted in English.

New Windsor, New York

Kevin J. Mulqueen, Financial Advisor with Eagle Strategies, is based in New Windsor, New York. The practice specializes in retirement planning and investment management, offering financial planning services to clients. English is spoken.

New York, New York

Insurance-Based

Inez Justine Aznar operates Eagle Strategies in New York, offering retirement planning and investment management services. The firm provides financial planning and insurance analysis to clients. Services are delivered in English

New York, New York

Cross Border Wealth is located in New York, New York and serves clients in English. Further details about the firm's services, specialties, credentials, and fee structure are not currently available.

New York, New York

Nucleus Advisors is an investment management firm based in New York. The firm provides investment management services to clients. Additional details about specialties, fee structure, and team credentials are not available.

New York, New York

Bone Fide Wealth, LLC provides financial planning and investment management services to clients in New York. The firm operates in English and has a 4-star rating based on Google reviews. Additional details about specialties, fee structure, and advisor credentials are not currently available.

New York, New York

Insurance-Based

Alfredo Alves De Lima operates Eagle Strategies in New York, providing financial planning and insurance analysis services. The firm specializes in retirement planning and investment management, with an insurance-based business model. Services are offered in English.

New York, New York

Wealth Enhancement Group is based in New York and provides financial planning and investment management services. The firm works with clients in English and Spanish.

New York, New York

Independent RIA

MidCap Advisors, LLC is an independent registered investment advisor based in New York. The firm provides investment management services and operates under a fiduciary standard.

New York, New York

Creative Planning operates in New York, New York, providing estate planning, financial planning, insurance analysis, and investment management services. The firm specializes in estate planning. The firm holds a 4.4 rating based on 52 Google reviews.

New York, New York

Castle Financial is a financial planning firm located in New York, New York. The firm provides financial planning services to clients. Additional details about specialties, fee structure, and team credentials are not currently available.

New York, New York

John Paolini is a financial advisor at Farther based in New York. He provides financial planning and investment management services with a focus on estate planning. Services are available in English.

New York, New York

Aimdar Advisory Group provides insurance analysis and planning services from its New York office. The team holds CFA, CFP, and CPA credentials. English-language consultations are available.

New York, New York

Drucker Wealth Management is based in New York and provides financial planning and investment management services. The firm specializes in investment management and wealth management for its clients.

New York, New York

Mario Battistini, CFP®, CFA, is a financial advisor based in New York specializing in estate planning. He offers financial planning and investment management services. Battistini holds the Certified Financial Planner and Chartered Financial Analyst designations.

New York, New York

Independent RIA

Wallace Investments is an independent registered investment advisor located in New York. The firm provides financial planning and investment management services to clients. Additional details about specialties, fee structure, and advisor credentials are not currently available.

New York, New York

Margie Carpenter, CFP®, provides financial planning and investment management services from Farther's New York office. She specializes in estate planning and holds CFP certification.

New York, New York

Wirehouse

Merrill Lynch Wealth Management operates in New York and provides financial planning and investment management services. As a wirehouse firm, it serves clients seeking wealth management guidance across a range of investment and planning needs. The firm conducts business in English.

New York, New York

Carrie Ma, CFP®, is a financial advisor at Farther based in New York. She specializes in estate planning and holds the Certified Financial Planner credential.

New York, New York

Joseph Portello is a co-founder and financial advisor at The Firm Financial Group LLC in New York. The firm provides financial planning services with specialties in retirement planning and investment management. Additional details on credentials and fee structure are available directly from the firm.

New York, New York

Sarsi, LLC is an investment management firm based in New York that provides financial planning and investment management services. The firm operates in English and serves clients seeking professional portfolio guidance.

New York, New York

Mark Lenert, Financial Advisor with Lenert Financial Group, is located in New York and provides financial planning, insurance analysis, investment management, and retirement planning services. The firm specializes in retirement planning for its clients.

New York, New York

Insurance-Based

Serge Tinovsky is a financial professional with New York Life offering financial planning and insurance analysis services in New York. The practice specializes in insurance planning and operates on an insurance-based business model. English is spoken.

New York, New York

Terence Gallagher, MBA, is a financial advisor at Farther in New York. He provides financial planning and investment management services, with a specialization in estate planning.

New York, New York

Curtis Pope is a CFP-certified financial advisor in New York specializing in retirement planning and investment management. The practice provides financial planning and investment management services to clients. A 4.9 rating reflects client satisfaction with the firm's service delivery.

New York, New York

Insurance-Based

Cyrielle Rivera is a financial advisor at The Firm Financial Group, LLC in New York, New York. The practice offers financial planning and insurance analysis, with specialties in retirement planning and investment management. Services are delivered in English.

New York, New York

Robert Casale, CRPC® operates as a Financial Advisor at Farther in New York, New York. He provides financial planning and investment management services with a focus on estate planning. Casale holds the Chartered Retirement Planning Counselor credential and conducts business in English.

New York, New York

Savvy Wealth is an investment management firm based in New York, New York. The firm serves clients in English and maintains a 4.2 rating on Google based on 20 reviews.

New York, New York

Independent RIA

Aspiriant Wealth Management is an independent registered investment advisor based in New York offering financial planning and investment management services. The firm operates on a fiduciary basis and serves clients seeking wealth management support. Team members hold the Chartered Life Underwriter (CLU) credential.

New York, New York

Eveready Financial is located in New York and provides financial planning, insurance analysis, and investment management services with a focus on insurance planning. The firm holds a 5-star rating on Google based on 33 reviews.

New York, New York

Insurance-Based

Mark Martiak Financial Advisor in New York provides financial planning, insurance analysis, and investment management services. As an Accredited Investment Fiduciary, the firm specializes in insurance planning. Services are available in Chinese, English, and Spanish.

New York, New York

Satovsky Asset Management, LLC is a New York-based firm providing investment management and wealth management services. The firm offers financial planning and investment management to clients. Satovsky Asset Management has a 4.6-star rating on Google based on 11 reviews.

New York, New York

AG Wealth Management, PLLC is an investment management firm based in New York. The firm provides investment management and wealth management services to clients. More details about fee structure and advisor credentials are available upon contact.

New York, New York

Global Advisers is located in New York and provides financial planning and investment management services. The firm operates in English.

New York, New York

Independent RIA

Based in New York, Wealthspire provides personalized financial planning and investment management services. Their advisory team specializes in comprehensive financial planning and investment portfolio management. Clients have given Wealthspire a 5-star rating across 42 reviews. Contact Wealthspire to schedule a consultation and discuss your financial goals

North New Hyde Park, New York

CAPTRUST provides investment management and wealth management services to clients in North New Hyde Park, New York. The firm serves small business owners alongside individual investors. Specific fee structures and advisor credentials were not available.

Norwich, New York

The Eaton Center is located in Norwich, New York and serves clients in English. The firm holds a 4-star rating based on 83 Google reviews.

Oneonta, New York

Allied Financial Services, Inc. is located in Oneonta, New York and provides financial advisory services. The firm operates primarily in English.

Orchard Park, New York

Autumn Wealth Management operates from Orchard Park, New York, offering investment management and wealth management services. The firm works with clients in English.

Orchard Park, New York

Ancile Advisors, based in Orchard Park, New York, specializes in retirement planning and small business advisory services. The team holds CLU credentials and works with clients in English.

Oswego, New York

Wealth Enhancement Group is located in Oswego, New York and provides financial planning and investment management services. The firm operates in English.

Painted Post, New York

Kyle Herrington is a financial advisor and co-founder at H&H Financial Group, based in Painted Post, New York. The firm provides financial planning services with specialties in retirement planning and investment management.

Penfield, New York

CFG THE MONEY DOCS is a financial advisory firm located in Penfield, New York, serving clients in English. The firm holds a 5-star rating based on 39 Google reviews.

Perry, New York

Allied Financial Services, Inc. is located in Perry, New York. The firm provides investment advisory services to clients in the region.

Pittsford, New York

Wealth Enhancement Group is based in Pittsford, New York and provides financial planning and investment management services. The firm operates in English and has received a 5-star rating from Google reviews.

Pittsford, New York

Previs Wealth is located in Pittsford, New York and specializes in advising small business owners. Additional details regarding service offerings, fee structure, and advisor credentials are not currently available.

Pittsford, New York

Hamilton Wealth Management is located in Pittsford, New York and provides investment management and retirement planning services. The firm specializes in investment management, retirement planning, and wealth management for its clients.

Pittsford, New York

Rochester Financial Services, based in Pittsford, New York, provides investment management services. The firm holds a 5-star rating on Google from 38 client reviews. Additional details about specialties, fee structure, and advisor credentials are not currently available.

Pittsford, New York

Beau Morgan Advisors is located in Pittsford, New York and provides investment advisory services. The firm operates in English.

Pittsford, New York

Independent RIA

LVW Advisors is an independent registered investment advisor in Pittsford, New York. The firm provides estate planning, financial planning, and investment management services and operates as a fiduciary. Specific credentials, fee structure, and team composition are not publicly detailed.

Pittsford, New York

Wirehouse

Merrill Lynch Wealth Management operates in Pittsford, New York, offering financial planning and investment management services. As a wirehouse firm, the office provides wealth management and investment management to clients. The team conducts business in English.

Plattsburgh, New York

Timothy Gonyo is a financial advisor in Plattsburgh, New York, holding the LUTCF and RICP credentials. He specializes in retirement planning and investment management. Specific service offerings and fee structure are available upon inquiry.

Plattsburgh, New York

Barcomb Wealth Management is located in Plattsburgh, New York and offers investment management and wealth management services. The firm works with clients in English.

Poughkeepsie, New York

Insurance-Based

Northwestern Mutual in Poughkeepsie, New York provides financial planning, insurance analysis, and investment management services. The firm specializes in insurance planning and operates as an insurance-based advisory practice. Services are available in English

Poughkeepsie, New York

Wirehouse

Merrill Lynch Wealth Management operates in Poughkeepsie, New York as a wirehouse firm. The practice provides financial planning and investment management services across wealth management and investment management specialties. Services are available in English.

Poughkeepsie, New York

D'Arcangelo Financial Advisors, LLC is based in Poughkeepsie, New York and provides financial planning and investment management services. The firm specializes in retirement planning and investment management for its clients.

Poughkeepsie, New York

National Wealth Network is an investment-advisor firm based in Poughkeepsie, New York, operating in English.

Purchase, New York

Main Street Financial LLC is located in Purchase, New York and provides tax planning services. The firm operates in English.

Queensbury, New York

Wealth Enhancement Group provides financial planning and investment management services to clients in Queensbury, New York. The firm conducts business in English.

Queensbury, New York

Madison Wealth Managers operates as an investment-advisory firm based in Queensbury, New York, serving clients in English.

Queensbury, New York

Crist & Fredette Financial is located in Queensbury, New York and serves clients in English.

Rhinebeck, New York

Pedrosa Wealth Management, based in Rhinebeck, New York, provides financial planning and retirement planning services. The firm's advisors hold CFP and CLU credentials. They work with clients in English.

Rochester, New York

Allied Financial Services, Inc. is located in Rochester, New York and provides investment advisory services. Additional details about the firm's specialties, service offerings, fee structure, and advisor credentials are not currently available.

Rochester, New York

457 Plan Service Group is located in Rochester, New York and provides retirement planning services. The firm specializes in retirement planning for clients seeking guidance in this area.

Rochester, New York

Iconoclastic Capital Management, based in Rochester, New York, offers financial planning and investment management services. The firm operates in English and has received a 5-star rating from 65 Google reviews.

Rochester, New York

Delisanti Wealth Management is located in Rochester, New York and offers investment management and wealth management services. The firm operates in English.

Rochester, New York

Chicago Partners Wealth Advisors operates a Rochester, New York office providing investment management and wealth management services. The firm offers financial planning and investment management to clients in the region. Contact the office directly for details on fee structures and specific service offerings.

Rochester, New York

Ann Marie Depoian is a Regional Vice President with Primerica Financial Services in Rochester, New York, offering insurance analysis and investment management services. The practice serves clients in Chinese, English, Spanish, Tagalog, and Vietnamese.

Rochester, New York

Wealth Enhancement Group is a financial planning and investment management firm based in Rochester, New York. The firm provides financial planning and investment management services to clients in the region. Services are offered in English.

Rochester, New York

Raymond James & Associates in Rochester, New York provides retirement planning and small business advisory services. The firm's advisors hold the CLU (Chartered Life Underwriter) credential. English is spoken at the office.

Rochester, New York

Research Financial Group is located in Rochester, New York and provides financial planning and investment management services. The firm operates in English.

Rochester, New York

J. Curtis Wealth Advisory Services is based in Rochester, New York and provides investment management services. Additional details about specialties, fee structure, and advisor credentials were not available.

Rochester, New York

Crossbridge Financial Group is based in Rochester, New York and provides financial planning and investment management services. The firm operates in English and holds a 5-star rating on Google.

Rockville Centre, New York

The Pinnacle Financial Group is located in Rockville Centre, New York and conducts business in English.

Rome, New York

Chatham Street Advisors is located in Rome, New York and provides investment advisory services.

Saratoga Springs, New York

Wirehouse

Merrill Lynch Wealth Management operates a Saratoga Springs office providing investment management and wealth management services. The firm offers financial planning and investment management to clients. Services are delivered in English.

Saratoga Springs, New York

CHS Wealth Management & CPAs, based in Saratoga Springs, New York, provides investment management and wealth management services. The firm is staffed by CPAs and operates in English.

Saratoga Springs, New York

Sterling Manor Financial, LLC is a financial planning and investment management firm located in Saratoga Springs, New York. The firm serves clients in English and provides financial planning and investment management services.

Saratoga Springs, New York

Novus Wealth Strategies is an investment management and wealth management firm located in Saratoga Springs, New York. The firm provides financial planning services and works with clients in English.

Skaneateles, New York

Marcellus Capital Management, LLC is based in Skaneateles, New York and provides investment advisory services. The firm operates in English.

Smithtown, New York

Heritage Financial Advisory, based in Smithtown, New York, provides financial planning and investment management services with a focus on small business clients. The firm has earned a 5-star rating across 27 Google reviews. Services are available in English.

Southampton, New York

Wirehouse

Merrill Lynch Wealth Management operates a Southampton, New York office providing financial planning and investment management services to wealth management clients. As a wirehouse firm, it offers investment management and broader wealth management capabilities. The office conducts business in English.

Spencerport, New York

Bianchi Financial Services is a financial planning firm located in Spencerport, New York. The firm offers financial planning services to clients. English is spoken at the office.

Spencerport, New York

Lift Bridge Financial is located in Spencerport, New York and provides financial planning, insurance analysis, and investment management services. The firm conducts business in English.

Staten Island, New York

Wirehouse

Merrill Lynch Wealth Management operates in Staten Island, New York as a wirehouse firm offering investment management and wealth management services. The practice provides financial planning and investment management to clients. Services are delivered in English.

Staten Island, New York

Cove Financial is based in Staten Island, New York and provides financial planning, insurance analysis, and investment management services. The firm specializes in insurance planning and operates in English.

Syracuse, New York

KF Retirement Strategies LLC is a financial planning firm in Syracuse, New York that specializes in retirement planning. The firm provides financial planning services to clients seeking to prepare for retirement

Syracuse, New York

Insurance-Based

Anthoni D. Pope is a financial professional with New York Life, based in Syracuse, New York. The firm provides insurance analysis services. Contact for details on specific service offerings and fee arrangements.

Syracuse, New York

Orla Wealth Management, LLC is based in Syracuse, New York and provides financial planning and investment management services. The firm specializes in wealth management and investment management for its clients.

Syracuse, New York

OneDigital, based in Syracuse, New York, provides insurance analysis services. The firm operates in English and serves clients seeking evaluation of their insurance coverage and related needs.

Syracuse, New York

Independent RIA

Rialto Wealth Management is an independent registered investment advisor based in Syracuse, New York. The firm provides investment management, wealth management, and financial planning services and operates under a fiduciary standard.

Syracuse, New York

Fee-Only

Rockbridge Investment Management, LLC is a fee-only investment advisor in Syracuse, New York, offering financial planning and investment management services. The firm operates under a fiduciary standard and employs CFP-credentialed advisors. It serves clients primarily in English.

Syracuse, New York

TMRW Financial Group is located in Syracuse, New York and offers financial planning and investment management services. The firm operates in English.

Tarrytown, New York

Westchester Financial Partners is located in Tarrytown, New York, and serves clients seeking financial advisory services. The firm operates with English-speaking staff available to assist clients.

Tarrytown, New York

Wealth Enhancement Group is located in Tarrytown, New York and provides financial planning and investment management services. The firm serves clients in English.

Tarrytown, New York

Marc Mirabella at Hudson Financial Group in Tarrytown, New York provides retirement planning services. The firm operates in English and has received positive client ratings.

Troy, New York

OneDigital, based in Troy, New York, provides insurance analysis services. The firm operates in English.

Troy, New York

Desmond Wealth Management Group is located in Troy, New York, and provides investment management and wealth management services. The firm holds a 5-star rating based on five Google reviews.

Trumansburg, New York

H&H Financial Group is located in Trumansburg, New York and provides financial advisory services to clients in the region. The firm conducts business in English.

Tupper Lake, New York

EverGreen Financial Services is located in Tupper Lake, New York and provides financial advisory services to clients in the region.

Utica, New York

Adirondack Financial Services is an investment management firm based in Utica, New York. The firm provides investment management services to its clients. Additional details about service specialties, fee arrangements, and adviser credentials are not currently available.

Vestal, New York

TMRW Financial Group is located in Vestal, New York and offers financial planning and investment management services. The firm serves clients in English.

Vestal, New York

Independent RIA

RJ Barber | Lesko Financial Services is an independent registered investment adviser based in Vestal, New York. The firm provides financial planning, insurance analysis, and investment management services to clients. Additional details about service specialties, fee structures, and adviser credentials are not publicly listed.

Victor, New York

Bank-Affiliated

Miguel A Fernandez operates as a bank-affiliated advisor in Victor, New York, offering debt management, investment management, and wealth management services. The firm serves clients in both English and Spanish

Victor, New York

Insurance-Based

Louis Bacchetta, Financial Advisor at Eagle Strategies, is located in Victor, New York. The firm provides financial planning and insurance analysis services, with specialties in retirement planning and investment management. The firm operates on an insurance-based model and serves clients in English.

Victor, New York

The Pitti Group Wealth Management is located in Victor, New York and provides investment management, wealth management, and financial planning services. Team members hold CFP credentials. The firm serves clients in English.

Victor, New York

Ever Green Wealth Management operates in Victor, New York, offering financial planning and investment management services. The firm specializes in investment management and wealth management for its clients.

Wappingers Falls, New York

Sage Investment Advisers LLC operates in Wappingers Falls, New York, offering financial planning and investment management services. The firm serves clients in English and maintains a 5-star rating based on 81 Google reviews.

Watertown, New York

Insurance-Based

Northwestern Mutual is an insurance-based advisory firm in Watertown, New York that provides financial planning, insurance analysis, and investment management services. The firm specializes in insurance planning, investment management, and wealth management. Services are conducted in English.

West Nyack, New York

Wirehouse

Merrill Lynch Wealth Management operates in West Nyack, New York, offering financial planning and investment management services. As a wirehouse firm, it provides wealth management and investment services to clients in the region. The office conducts business in English.

Westbury, New York

Worldwide Wealth Group is located in Westbury, New York and provides financial planning and investment management services. The firm operates in English. Additional details about credentials, fee structure, and specialized service areas are not currently available.

Westbury, New York

Eon Wealth Management is based in Westbury, New York and provides investment management and wealth management services. The firm operates in English.

Whitney Point, New York

Independent RIA

Milestone Consultants, Inc. is an independent registered investment advisor based in Whitney Point, New York, operating under a fiduciary standard. The firm provides investment advisory services to clients. Additional details about specialties, services, and fee structures are not available.

Williamsville, New York

Sherwood Financial Management is based in Williamsville, New York and provides estate planning, financial planning, and investment management services. The firm operates in English and maintains a 4.2 rating on Google based on customer reviews.

Williamsville, New York

Independent RIA

Independent Solutions Wealth Management, LLC is a Williamsville, New York–based independent RIA offering investment management, wealth management, and financial planning services. The firm operates on an independent basis and conducts business in English.

Williamsville, New York

Amg Financial is located in Williamsville, New York and operates as an investment advisory firm. The firm serves clients in English and maintains a 5-star rating across 29 Google reviews. Additional details about specialties, service offerings, fee structure, and team credentials are not currently available.

Williamsville, New York

Wirehouse

Merrill Lynch Wealth Management operates in Williamsville, New York as a wirehouse offering investment management and wealth management services. The firm provides financial planning and investment management to clients. English is spoken at the office.

Williamsville, New York

Student Loan Steve operates in Williamsville, New York and specializes in debt management within the context of financial planning services. The firm has a 5-star rating based on 28 Google reviews. Service details and fee structure are available by contacting the firm directly.

Williamsville, New York

Insurance-Based

Northwestern Mutual operates an insurance-based advisory practice in Williamsville, New York. The firm provides financial planning, insurance analysis, and investment management services, with specialties in insurance planning, investment management, and wealth management. English-language service is available.

Williamsville, New York

Downing Financial Group, based in Williamsville, New York, provides financial planning, investment management, and retirement planning services. The firm's advisors hold CFP certification and operate as fiduciaries. The team conducts business in English.

Williamsville, New York

Bentham Wealth Advisors is a financial planning firm based in Williamsville, New York, specializing in retirement planning. The firm provides financial planning services to clients in the area.

Woodbury, New York

Kingsview Partners Woodbury Office is located in Woodbury, New York and provides financial planning services. Additional details about specialties, fee structure, and team credentials are not currently available.