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Find Top Financial Advisors in Highland, 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 Highland, New York
Last Updated - 25-Mar-2023

Highland has 5 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 1 non-vetted advisors in your local area. These financial advisors in Highland, New York have an average of 21 years of experience.

NOTE: The list of financial advisors in Highland, 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 Highland, New York.

Qualified Financial Advisors in Highland, New York
Financial Advisor Experience AUM Minimum Assets Fee Structure
Frank Lepore
BLEAKLEY FINANCIAL GROUP
100 Passaic Avenue,
Suite 300,
Fairfield, NJ 07004
21 Not Specified Not Specified Fee-Based
Peter D. D'Agati
CFA®
STEMBROOK ASSET MANAGEMENT
405 Lexington Avenue,
26th Floor,
New York, NY 10174
29 $74460968 $1000000 Fee-Only
Altfest Personal Wealth Management
CPA, CFP®, CFA®, ChFC®
ALTFEST PERSONAL WEALTH MANAGEMENT
445 Park Avenue,
6th Floor,
New York, NY 10022
Not Disclosed 1500000000 Not Specified Fee-Only
Personal Capital
PERSONAL CAPITAL
---,
Prince, NY 10012
11 $22,400,000,000 $100,000 Fee-Based
Paresh B. Shah
CFP®
PARESHAH PARTNERS LLC
960 South Broadway, Suite 115-B,
Hicksville, NY 11801
26 350 million None Not Specified

Information on Qualified Financial Advisors in Highland

Qualifications CRD# 4695659
Firm CRD# 318366
Series 6, 7, 65, 66

Compensation/Fee Fee-Based, Flat Fee


Office Location 100 Passaic Avenue,
Suite 300,
Fairfield,
NJ
07004
Phone Number 973-244-4237

Frank Lepore's mission is to provide financial security strategies by taking a holistic approach to the planning process while providing his clients with top notch service and technology. Understanding client goals is a vital part of Frank's process in order to put together an intelligent, thoughtful plan. What sets Frank apart even more is his large team who help provide the level of service that clients deserve. Frank attended Montclair State University and received a Bachelor of Science in Business, with a concentration in Finance. Frank is registered as a Wealth Management Advisor with Bleakley Financial Group and a registered representative with LPL Financial.

About Bleakley Financial Group

For more than 30 years, the Bleakley Financial Group team* has been providing customized financial planning and wealth management services to a diverse array of clients across the country. As an independent firm, we pride ourselves on delivering personalized guidance to fit the goals and lifestyle needs of each customer. With more than three decades of experience, our state-of-the-art financial planning comes with a personal touch. Our team consists of more than 100 investment professionals, from financial advisors and research assistants to client support associates. Comprehensive Financial Planning and Wealth Management. Bleakley has created a collaborative culture of innovation and excellence that's unmatched in the industry. At Bleakley Financial, you're our top priority, and we're committed to turning your financial vision into reality. *The Bleakley Financial Team has been providing wealth management services since 1985 within various firms. Bleakley Financial Group, LLC was founded in 2015.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities


Qualifications CRD# 2406649
Firm CRD# 144116
Series 65

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


Office Location 405 Lexington Avenue,
26th Floor,
New York,
NY
10174
Phone Number 201-484-0063

Peter is the Founder and President of Stembrook Asset Management, and is actively involved in all investment and research activities of the firm. Prior to founding Stembrook, Peter was founder and Head of Portfolio Strategy Research at Brown Brothers Harriman. In this role, he was responsible for developing the high-level investment strategies for high-net-worth individuals, endowments, foundations, trusts, and institutions, representing $45 billion of investment assets. Strategies included a broad range of traditional and alternative asset classes, and incorporated tax planning, risk management and liquidity considerations. Peter served as Chairman of the Investment Committee responsible for selecting investments for inclusion in client portfolios and served on the Alternative Assets Investment Policy Committee. Peter also co-founded Brown Brothers Harriman's Tax-Efficient Risk Management practice, and was the senior researcher in charge of portfolio risk management and tax-efficient asset management for private clients. Previously, Peter spent four years with Lazard Asset Management where he developed a variety of sophisticated tools designed to measure, manage and evaluate client portfolios across countries and currencies. Peter earned his Bachelor of Science in Mathematics and Finance from Providence College, with honors. He is a holder of the Chartered Financial Analyst designation and is a member of both the CFA Institute and the CFA Society New York. Peter has been an invited speaker at numerous investor forums including Columbia Business School, the Institute for Private Investors and the Financial Planning Association

About Stembrook Asset Management

Our clients deeply value our personal, responsive approach to wealth management which provides you with direct access to an investment decision maker and business owner, rather than a salesperson or inexperienced advisor. You also have access to our network of high-quality professionals in tax, legal, and estate planning. But personal service without institutional-strength investment planning isn't enough. Your investment plan is developed using our proprietary processes and state of the art tools to provide you with a sustainable portfolio that is tax-efficient, diligently monitored, and tailored to your specific needs. Our team can also offer more complex solutions, such as trust services, options trading strategies, and guidance for executives and business owners on business sales and equity compensation plans, among others.

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


Qualifications Firm CRD# 110130
Series 65, 66

Compensation/Fee Fee-Only, Based on Assets


Office Location 445 Park Avenue,
6th Floor,
New York,
NY
10022
Phone Number 212-796-8729

About Altfest Personal Wealth Management

With nearly four decades of experience, including recognition by Barron's, Forbes, the Financial Times and Bloomberg, our team has the expertise and the passion to successfully guide our clients' portfolios through a myriad of market conditions. We lead with a comprehensive financial plan that puts your goals and dreams first, then support it with world class investment strategies. Only by placing you at the core of everything we do can we truly meet your needs. We've found that the most successful solutions begin by asking the right questions, which is why we offer complimentary consultations to explore a professional relationship.

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


Qualifications Firm CRD# 155172

Compensation/Fee Fee-Based


Office Location ---,
Prince,
NY
10012
Phone Number 650-556-1310

About Personal Capital

Ready to take control of your finances? Personal Capital is here to help. We have objective fiduciary advisors ready to analyze your financial situation, and help you build a personalized, holistic plan.

The holistic financial plan recommendation is yours to keep, no strings attached.

There's never been a better time to get a second opinion on your financial future. Schedule a call with Personal Capital today.

WHY USE PERSONAL CAPITAL

Personal Capital provides a unique combination of award-winning financial tools and personalized, human advice.

Work with our team of licensed fiduciary advisors to build a free Personalized Plan that's yours to keep. You and your advisor will use our comprehensive array of free money management tools to identify and alert you to opportunities for investment management, retirement planning, and cash flow.

Setting up your dashboard will make your discussion with an advisor -- whether ours or a competitor's -- more productive. And it's completely free to get started:

  1. Customization begins by learning about your entire financial situation and goals. Use our free dashboard to get a 360-degree view of your money and see all your accounts in one place, including your investments. And go deeper with our planning and analytics tools.
  2. Our team of licensed fiduciary advisors understands that every investor is unique. With the dynamic tools, work with your advisor to build a complimentary Personalized Plan that is yours to keep, whether you decide to work with us or not.
  3. Get Wealth Management custom-tailored to your unique situation. Together, we design a portfolio that's based on your preferences, and what stage you are in your life. We charge one all-inclusive management fee at a fraction of the cost of traditional financial institutions. There are no hidden fees, no trailing fees and no trade commissions.

Personal Capital Advisors Corporation ("PCAC") compensates WiserAdvisor ("Company") for new leads. ("Company") is not an investment client of PCAC.

Advisory Services Provided:

Portfolio Management, Wealth Management


Qualifications CRD# 4727940
Firm CRD# 131167
Series 7, 63, 65

Compensation/Fee Commissions, Flat Fee, Based on Assets


Office Location 960 South Broadway, Suite 115-B,
Hicksville,
NY
11801
Phone Number 516-268-3446

Paresh Shah is a Wealth Strategist since 1996, helping individuals and businesses across the US to co-create innovative financial strategies that protect for today and build for tomorrow. Paresh is licensed to educate CPAs (CPE presenter) as they guide their clients on Investments, Life, Disability and Long-Term Care Insurance. He specializes in Pension & Profit-Sharing Plans, Asset Protection, Estate Planning and Business Succession Planning. Paresh was also the co-host and speaker of a new talk show "Your Money - Your Taxes" for the South Asian channel - ITV Gold. Long Island Business News awarded Paresh "2016 Honoree - Diversity in Business Award". Paresh is a member of the prestigious Million Dollar Round Table for the past 15 years and a "Top of the Table" member for the last 3 years. Paresh graduated as a Chemical Engineer (honors graduate) from the prestigious Indian Institute of Technology at Kharagpur, India. His keen sense of professionalism and community service has kept him active in India as well as the United States. He supports Health-Care and Education Initiatives for the financially challenged. Paresh is the Past-President of the Long Island Chapter of IIT Alumni Association, the Chapter Presidents Representative on the PANIIT USA Board and Past President of The Old Campionites' Association. He and his wife support a school for the Deaf and Mute in Bhavnagar, a school for Blind children in Saputara and The Sister Nivedita Foundation in Rajkot all three in Gujarat, India. They have sponsored individuals through their Undergraduate Engineering/Architecture Education. Annually they support the Hand and Heart for the Handicapped (HHH). He is now on the board of the IIT KGP Foundation. Paresh resides in Hicksville, NY with his wife Shimul. Their son Shamik, is pursuing Psychology at Hunters College in NYC. Registered Representative of Lion Street Financial and Investment Advisor Representative of Csenge Advisory Group.

About PareShah Partners LLC

PareShah Partners is founded with a mission to help more people with their financial planning using our distinct approach and strategies. Having someone help to provide guidance with financial plans gives you confidence, freeing you to spend time on what you truly wish to do. We, at PareShah Partners, help ensure you have your goals and needs in place; we guide you along with the steps to pursue financial freedom so you can eventually have more time for your family and can continue with your passions.

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, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities


List of Additional Advisors in Highland, New York*

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
Allstate Personal Financial Representative: Michael Vivalo
Inquire with Allstate
3588 Route 9W, Highland, NY  12528 845-260-2563
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