NY · Manlius

Fiduciary advisors in Manlius, NY

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

1 listed Low coverage · not indexed

1 results in Manlius

Ivy Financial Group

Manlius, New York

Ivy Financial Group is an independent wealth management firm in Manlius, New York, offering financial planning, investment management, and insurance analysis. The firm is led by owner Michael Zoli, a CFP with over 25 years of industry experience and Series 7 and Series 66 licenses, supported by tax consultant Eric (Series 7, 63, and 65 licensed) and other staff. The firm emphasizes a detailed investment process that addresses market, economic, and geopolitical risks, and provides retirement planning with particular attention to income and expense analysis. Ivy Financial works with clients who typically have at least $100,000 in investable assets and uses an independent custodian with SIPC protection and cyber fraud guarantees.

View details

Financial advisors in Manlius, New York

Advisors serving Manlius 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.

Back to all New York advisors