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Find Top Financial Advisors in Clifton Park, New York

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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 - 28-Jun-2022

Clifton Park has 3 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 8 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
Andrew Halliday
EDELMAN FINANCIAL ENGINES, LLC
309 Clifton Park Center Road,
Suite 10,
Clifton Park, NY 12065
28 Not Specified Not Specified Fee-Based
Bryant Asset Management
CHARTERED FINANCIAL ANALYST, CFA®
BRYANT ASSET MANAGEMENT
1280 New Scotland Road,
Slingerlands, NY 12159
14 $400 million Not Specified Not Specified
Judy Sweet
CFA®
STRATEGIC FINANCIAL SERVICES
114 Business Park Drive,
Utica, NY 13502
42 $1.7B Not Specified Fee-Based

Information on Qualified Financial Advisors in Clifton Park

Qualifications CRD# 2308014
Firm CRD# 104510
Series 65

Compensation/Fee Fee-Based


Office Location 309 Clifton Park Center Road,
Suite 10,
Clifton Park,
NY
12065
Phone Number 518-836-3550

Throughout my career, I have focused on one major initiative when working with clients: To understand their financial goals thoroughly and structure a long-term path forward to achieve them.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


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

Compensation/Fee Based on Assets, Commissions, Flat Fee


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

About 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


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

About Strategic Financial Services

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

    List of Additional Advisors in Clifton Park, New York*

    * 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
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      Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

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      A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.

      While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.

      Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.

      A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.

      A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?