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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.
Clifton Park
has
2
WiserAdvisor vetted Financial Planners and Advisors for you to
choose from and
11
non-vetted advisors in your local area. These financial advisors in
Clifton Park, New York
have an average of
28
years of experience.
NOTE: The list of financial
advisors in
Clifton Park, 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
Clifton Park, New York.
| Qualified Financial Advisors in Clifton Park, New York | ||||
|---|---|---|---|---|
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
| Bryant Asset Management
CFA®, CHARTERED FINANCIAL ANALYST BRYANT ASSET MANAGEMENT 1280 New Scotland Road, Slingerlands, NY 12159 |
14 | $400 million | Not Specified | Not Specified |
| Strategic Financial Services
CFA® STRATEGIC FINANCIAL SERVICES 114 Business Park Drive, Utica, NY 13502 |
42 | $1.7B | Not Specified | Fee-Based |
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
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
Qualifications
Firm CRD# 109677
Compensation/Fee Fee-Based, Based on Assets
Office Location
114 Business Park Drive,
Utica,
NY
13502
Phone Number
800-937-4461
In business since 1979, Strategic has a team of 37 wealth management professionals, servicing over 1,000 clients and managing more than $1.7 billion in assets. Areas of focus include Investment Management, Financial Planning and Corporate Retirement Plans. With offices in Utica, NY, Rome, NY, Syracuse, NY and West Palm Beach, FL, Strategic is a regional leader in the Wealth Management industry. While successfully growing from established roots, the firm continues to expand its geographic footprint and influence across the northeast and throughout the United States. The firm's focus on long-term goal-based investing and financial planning set what is now the industry's standard of excellence and established Strategic as one of the first true 'Wealth Managers'. That unique approach drove growth at the firm one relationship at a time through client and professional referrals. Today, a growing team of 37 diverse but like-minded team members manages and advises on over $1.7 billion of client assets. As was the case on day one, our core purpose remains the same "...to help people live a great life."
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
Top Financial Advisor Firms in Clifton Park, New York (Ranked by AUM) |
|||
|---|---|---|---|
| Firm Name | AUM | No. of Clients | Fee Structure |
| CAPITAL FINANCIAL ADVISORS OF NEW YORK, LLC
10 Maxwell Drive , Suite 104b, Clifton Park, NY 12065 |
$184,000,000 | 446 |
A percentage of AUM Hourly charges Fixed fees |
| ETICO WEALTH MANAGEMENT LLC
1795 Route 9, Clifton Park, NY 12065 |
$131,994,435 | 398 |
A percentage of AUM Hourly charges Fixed fees |
| CAPITAL FINANCIAL SERVICES LLC
855 Route 146 , Suite 180, Clifton Park, NY 12065 |
$127,604,183 | 484 |
A percentage of AUM Hourly charges Fixed fees |
| QUARTZ PARTNERS INVESTMENT MANAGEMENT
1795 Route 9, Clifton Park, NY 12065 |
$50,878,485 | 504 |
A percentage of AUM Fixed fees |
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
| Legacy Wealth Planning Group Inquire with Legacy |
7 Southside Dr, Ste 204, Clifton Park, NY 12065 | 518-280-4867 |
| Justin Spraker Inquire with Justin |
7 Southside Dr, Ste 204, Clifton Park, NY 12065 | 518-280-4867 |
| Newman & Associates Inquire with Newman |
747 Pierce Road, Clifton Park, NY 12065 | 518-951-0185 |
| Adam A. Roberts Inquire with Adam |
7 Executive Drive, Clifton Park, NY 12065 | 518-302-1799 |
| Jared Reinstein Inquire with Jared |
1 Municipal Plz, Clifton Park, NY 12065 | 518-371-1281 |
| Edward Jones Inquire with Edward |
21 Corporate Drive, Suite 108, Clifton Park, NY 12065 | 518-371-6851 |
| Edward Jones Inquire with Edward |
21 Corporate Drive, Suite 108, Clifton Park, NY 12065 | 518-371-6851 |
| Edward Jones Inquire with Edward |
800 Route 146, Bldg 300, Clifton Park, NY 12065 | 518-371-0740 |
| Edward Jones Inquire with Edward |
675 Grooms Rd, #206, Clifton Park, NY 12065 | 518-902-4614 |
| Edward Jones Inquire with Edward |
675 Grooms Rd, #206, Clifton Park, NY 12065 | 518-902-4614 |
Grow your AUM with pre-qualified leads!
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