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Your service helped us connect with Brian who had clients similar to our situation.
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Susan, a Retired Executive from New York
There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.
We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.
Canandaigua
has
1
WiserAdvisor vetted Financial Planners and Advisors for you to
choose from and
3
non-vetted advisors in your local area. These financial advisors in
Canandaigua, New York
have an average of
12
years of experience.
NOTE: The list of financial
advisors in
Canandaigua, New York
mentioned below do not include all the advisors in our network due
to their compliance listing restrictions. More vetted advisors may
be available when you use our free
match service to compare financial advisors near you in
Canandaigua, New York.
| Qualified Financial Advisors in Canandaigua, New York | ||||
|---|---|---|---|---|
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
| Richard Dougherty
CFP®, AIF® ECHELON WEALTH ADVISORS, LLC 1159 Pittsford Victor Rd, Ste 220, Pittsford, NY 14534 |
12 | 137,000,000 | $250,000 | Fee-Based |
Qualifications
CRD# 5271824
Firm CRD# 39543
Series 7, 66
Compensation/Fee Fee-Based, Hourly, Commissions, Based on Assets
Office Location
1159 Pittsford Victor Rd,
Ste 220,
Pittsford,
NY
14534
Phone Number
585-381-1861
Richard A. Dougherty, CFP®, AIF® President Rick is the President of Echelon Wealth Advisors, LLC. He helps clients invest their assets to accomplish various objectives. Rick continues to work diligently to lead, grow and differentiate Echelon Wealth Advisors, LLC. After graduating from St. John Fisher College, Rick went on to earn CERTIFIED FINANCIAL PLANNER™ Practitioner and Accredited Investment Fiduciary® designations. In addition, Rick holds his Series 7 and 66 FINRA licenses, as well as his Life, Accident and Health insurance certifications. Rick is also deeply involved in the community, serving on the Executive Committee for the Small Business Council of Rochester. Rick Co-chairs their signature event, the Business Person of the Year Celebration, and serves on the Renee Tschetter Scholarship Golf Tournament Committee, and its philanthropic component, SBC Cares. Rick is also an active member of Rochester Rotary. When he's not engaged in financial planning or helping clients, Rick enjoys spending time with his wife, two dogs, playing golf and watching Syracuse Basketball.
At Echelon Wealth Advisor, clients interests are our priority. We know that clients entrust us with more than money; you trust us with your family's financial future. With that comes the responsibility to listen, always put your interests first, and provide you with the tools and resources to acheive your objectives. We help our clients answer life's most important questions: Will you have enough money to live independently for the rest of your life? Do you understand how much retirement will cost and are you on track to meet your goals? How do you efficiently leave your money to your family and not to the government? We recognize there are no shortcuts in acheiving our clients objectives. By implementing consistent processes in everything we do, Echelon is committed to providing great value.
Advisory Services Provided:
Portfolio Management, Retirement Planning, 401K Rollovers, Education Funding and Planning, Financial Planning for Individuals, Tax Advice and Services, Estate Planning & Trusts, Annuities, Insurance Planning
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
| Allstate Personal Financial Representative: Edward Hackett Inquire with Allstate |
2580 Macedon Rd, Ste B, Canandaigua, NY 14424 | 585-797-3428 |
| Kelly La Voie | LPL Financial Inquire with Kelly |
5279 Red Fox Dr., Canandaigua, NY 14424 | 315-945-0574 |
| Edward Jones Inquire with Edward |
23 Coach Street 1 A, Canandaigua, NY 14424 | 585-394-3504 |
Grow your AUM with pre-qualified leads!
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