Clifton Park, NY
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Find Top Financial Advisors in Clifton Park, 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.

Finding the Top Financial Advisor in Clifton Park, New York

Last Updated - May 20, 2024

Clifton Park has 2 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from. These financial advisors in Clifton Park, New York have an average of 17 years of experience.

NOTE: The list of vetted financial advisors in Clifton Park, New York mentioned below does 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 Clifton Park, New York.

Qualified Financial Advisors in Clifton Park, New York

Financial Advisor Experience AUM Minimum Assets Fee Structure
J. Christopher (Chris) Aiello
JD
AIELLO WEALTH MANAGEMENT
285 Scotchbush Rd,
Burnt Hills, NY 12027
20 Years Not Specified $15,000,000 Fee-Only
Bryant Asset Management
CFA®, CHARTERED FINANCIAL ANALYST
1280 New Scotland Road,
Slingerlands, NY 12159
14 Years $0 Not Specified Not Specified

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Information on Qualified Financial Advisors in Clifton Park, New York

Qualifications CRD# 1763863
Firm CRD# 171070
Series 65

Compensation/Fee Fee-Only, Flat Fee, Based on Assets


Office Location 285 Scotchbush Rd,
Burnt Hills,
NY
12027
Phone Number 518-598-2329

As the founder of Aiello Wealth Management, LLC I partner with my clients to confidently navigate the crucial financial decisions regarding retirement planning. Since graduating from law school I have served my clients for over 20 years as a Financial advisor working for large banks, Wells Fargo Private Bank, Certified Public Accounting firms, PricewaterhouseCoopers , LLP and brokerages Ayco a Goldman Sachs company. I bring that experience and knowledge to my current client base to partner with and guide with them as they navigate their unique road to and through retirement.

About Aiello Wealth Management

Aiello Wealth Management

At Aiello Wealth Management, we serve as your financial advisor and source of support. Our advisors are dedicated to simplifying the complexities of the financial world, and as your advocate, we strive to learn about your most-valued goals and dreams. From individual investors to entrepreneurs, our services are designed for your success.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities


Qualifications CRD# 5524806
Firm CRD# 8032
Series 6, 7, 24, 51, 63

Compensation/Fee Commissions, Flat Fee, Based on Assets


Office Location 1280 New Scotland Road,
Slingerlands,
NY
12159
Phone Number 518-963-5800

About Bryant Asset Management

Bryant Asset Management

We provide great service: Our entire team of financial advisors and staff are dedicated to our clients success and wellbeing. Leveraging the latest technology coupled with old-fashioned personal service, we do our very best to exceed our clients expectations every single day. We educate: We do much more than manage our clients money. We help them build a path to financial success and realization of their life goals through ongoing education and behavioral coaching. We give back: We are a locally-owned firm dedicated to giving back to our community through our Bryant Asset Generations Grant program, sponsorship of the annual Delmar Dash, and ongoing support of numerous charities and community organizations. Reid Prinzo is dually registered as a registered representative and investment adviser representative of Commonwealth Financial Network. In these roles, Reid Prinzo is able to offer two types of accounts: brokerage accounts and asset management accounts. When serving as your advisor on a brokerage account, Reid Prinzo is required to act in accordance with the requirements of Regulation Best Interest (Reg BI). When serving as your advisor on an asset management account, Reid Prinzo is required to act in a fiduciary capacity.

More information is available in Commonwealth’s Form CRS.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities


Customer Reviews

The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.

Top Financial Advisor Firms in Clifton Park, New York (Ranked by AUM)

Firm Name No. of Advisors No. of Clients AUM Fee Structure
CAPITAL FINANCIAL ADVISORS OF NEW YORK, LLC
10 Maxwell Drive, Suite 104b, Clifton Park, NY 12065
1 449 $165,000,000
A Percentage of AUM, Hourly charges, Fixed Fees
CAPITAL FINANCIAL SERVICES LLC
855 Route 146, Suite 180, Clifton Park, NY 12065
5 484 $127,604,183
A Percentage of AUM, Hourly charges, Fixed Fees

    Frequently Asked Questions

    You can utilize our New York advisor directory as the majority of advisors listed there offer retirement planning services. By clicking on the "View full profile" button of any vetted financial advisor, you can access detailed information about their services, fees, credentials, and more. In the "Advisory Services Provided" section, you will be able to confirm if retirement planning is among the services they offer.

    The qualifications that you should look for in a financial advisor are years of relevant experience in providing advisory services to people in New York and also ensure that he has the necessary licenses and registrations with reputable regulatory bodies such as FINRA and the SEC. To learn more, read the guide on how to use BrokerCheck to evaluate a financial advisor's credentials.

    The cost of hiring a financial advisor in New York can vary. Typically, financial advisors charge by a fee-only or fee-based ( fee and commission) model. It can range from a fixed rate of approx. $7,500 and above or approx. 1.02% of assets under management (AUM). To get a better understanding of how financial advisors charge and the factors influencing their fees, read more on the costs of hiring a financial advisor.

    Financial advisors in New York offer a wide range of financial services to help individuals manage their finances. Some of the common services include investment planning, retirement planning, wealth management, education planning, tax planning, estate planning, and insurance planning. Financial advisors also provide advice on managing debt, creating and maintaining a budget, and setting financial goals. Learn more about who financial advisors are and what they do.

    The cost of hiring a financial advisor in New York can vary. Typically, financial advisors charge by a fee-only or fee-based (fee and commission) model. It can range from a fixed rate of approx. $7,500 and above or approx. 1.02% of assets under management (AUM). To get a better understanding of how financial advisors charge and the factors influencing their fees, read more on the costs of hiring a financial advisor.

    Yes, many financial advisors in New York are also tax professionals or work closely with tax professionals to help clients with tax planning and preparation. However, WiserAdvisor's directory may not include advisors that specialize in taxes. In the "Advisory Services Provided" section, you will be able to confirm if tax advice and tax preparation services are among the services they offer.

    How often you should meet with your financial advisor may depend on your specific financial situation and goals. For complex finances, you may need to meet with your financial advisor weekly or monthly, while for those with regular income and simpler investments, quarterly or annual meetings may be enough.Your advisor can assist in determining the suitable meeting frequency based on your circumstances. Read on to learn more about how often you should meet with your advisor.

    There are multiple benefits to hiring a financial advisor in New York. Financial advisors are finance professionals that help you by providing you with professional guidance and strategy to build wealth. You as a client also benefit from their deep knowledge, experience, and perspective and gain peace of mind knowing you're making informed financial decisions. Additionally, working with a financial advisor can potentially minimize investment risks and lead to more returns on your investments. The financial advisors also review your investments regularly and provide ongoing support to help you stay on track and adjust your financial plans as needed. To learn more, read about the benefits of working with a financial advisor.

    When choosing a financial advisor in New York, it's important to do some initial research. You need to check each financial advisor's years of relevant experience, credentials (CFP, ChFCs, CFAs, etc.) education, and method of compensation,and ensure that he adheres to a strict code of ethics. It is also important to check for any disciplinary actions or complaints against the advisor through the registration status at the Financial Industry Regulatory Authority's (FINRA) BrokerCheck website. Use this guide to know how to use BrokerCheck on FINRA to research an advisor. To learn more, read the guide on choosing the best financial advisor.

    New York has a variety of different types of financial advisors to meet diverse needs including:

    Investment advisors and portfolio managers: Specialize in managing investment portfolios and providing personalized advice.

    Wealth managers: Provide financial services, including investment management, estate planning, and tax strategies.

    Financial planners: Address financial areas like budgeting, saving, and goal planning.

    Retirement planners: Focus on helping individuals plan for their retirement years.

    Robo-advisors: Leverage technology to provide automated investment solutions.

    To further explore how financial advisors can support you, learn more about the different types of financial advisors and their areas of expertise.