NY · Rome

Fiduciary advisors in Rome, NY

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

1 listed Low coverage · not indexed

1 results in Rome

Chatham Street Advisors

Rome, New York

Chatham Street Advisors, based in Rome, New York, provides investment advice through Belpointe Asset Management, an SEC-registered investment adviser, and offers insurance products through affiliated entities. The firm serves individuals, business owners, and entities with services spanning investment management, tax accounting, retirement planning, college savings, estate planning, and Medicaid planning. William McCormick, the principal, holds a CFA credential and a master's degree in professional accounting, with over 30 years of industry experience. The firm handles taxable accounts, IRAs, custodial accounts, business retirement plans, and integrated financial planning for small business owners.

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Financial advisors in Rome, New York

Advisors serving Rome 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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