NY · Canandaigua

Fiduciary advisors in Canandaigua, NY

2 advisors with offices in Canandaigua. Credentials, fee structures, and minimums are disclosed on each listing.

2 listed Low coverage · not indexed

2 results in Canandaigua

Acre Equity Advisors

Canandaigua, New York

Acre Equity Advisors is a wealth management firm based in Canandaigua, New York that serves rural families and investors across various backgrounds. The firm offers investment management and financial planning services through a three-step process: initial financial review and goal-setting, strategy development based on time horizon and risk tolerance, and ongoing plan execution with adjustments for life changes. The firm's approach emphasizes long-term client relationships built on open communication and practical financial guidance.

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Sheppard Mosher Independent Wealth Management

Canandaigua, New York

Independent RIA

Investment Management Wealth Management

Sheppard Mosher Independent Wealth Management is an independent ria firm in Canandaigua, New York. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. Service options include onsite meetings and online appointment booking. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week.

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Financial advisors in Canandaigua, New York

Advisors serving Canandaigua specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (New York's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.

Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.

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