NY · Henderson

Fiduciary advisors in Henderson, NY

1 advisor with offices in Henderson. Credentials, fee structures, and minimums are disclosed on each listing.

1 listed Low coverage · not indexed

1 results in Henderson

Chisholm Financial Planning & Investments

Henderson, New York

Chisholm Financial Planning & Investments is a fee-based registered investment advisor (RIA) founded by Certified Financial Planner Jenny Logan, who also holds a law background. The firm offers customized financial planning and ongoing investment management to individuals, families, and business owners across Jefferson County and New York's North Country region, operating from Henderson just outside Watertown. As a fiduciary, the firm structures advice around client goals rather than commissions and provides both in-person and remote service options.

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Financial advisors in Henderson, New York

Advisors serving Henderson 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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