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Find Top Financial Advisors in Ithaca


WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Ithaca. You need a financial advisor who will understand your financial situation and have the relevant financial qualifications to provide you with the right financial guidance and an insightful edge towards your financial journey.

Qualifications of Financial Advisor in Ithaca

Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.

Financial Advisors in Ithaca, New York
Financial Advisor Office Location Phone Number
Lisa D Miller CFP®,
AXA Advisors, LLC
120 Madison Street,
Syracuse, NY  13202
(315) 425-6343
Jim Horn,
Financial Engines Advisors, LLC
11 North Street Suite 200,
Canandaigua, NY  14424
(585) 244-3000
Paul Rubacka,
Financial Engines Advisors, LLC
5663 E Circle Drive Suite 200,
Cicero, NY  13039
(315) 453-8080
Lisa Benchaabane,
Financial Engines Advisors, LLC
350 Linden Oaks,
Rochester, NY  14625
(585) 244-3000

Information on Qualified Financial Advisors in Ithaca

Qualifications CRD# 0004612774
Series 7, 24, 66

Compensation/Fee I am a fee-based financial professional, Based on Assets, Commissions, Flat Fee


Office Location 120 Madison Street,
Suite 1900,
Syracuse,
NY 
13202
Phone Number (315) 4256343

About AXA Advisors, LLC

Financial services isn’t just about products or investment advice. It is understanding the needs, wants and desires of individuals and business owners. It’s educating clients to help them identify and address their financial planning issues; developing a comprehensive planning strategy based on their financial objectives; and providing products, services and support to help them accumulate and distribute assets to help them achieve their desired retirement lifestyle. As an AXA Advisors financial professional, I work with clients to address a broad spectrum of accumulation goals—from funding a major purchase or a child's education to living the retirement lifestyle they envision. I take a comprehensive, education-based approach to addressing the “at retirement” needs of customers, providing retirement planning strategies, education, products and services to individuals and businesses.



Qualifications CRD# 5495146
FirmCRD# 104510
Series 6, 7, 63, 66

Compensation/Fee I am a Fee-Based financial professional


Office Location 11 North Street Suite 200,
Canandaigua,
NY 
14424
Phone Number (585) 2443000

"Joined Financial Engines in 2015. Began his career in the financial services industry in 2008. Successfully completed the Series 6, 7, 63, and 66 examination(s) administered by FINRA. Earned the Chartered Retirement Planning CounselorSM (CRPC®) certification(s). Bachelor's degree in Science from St. John Fisher College. Married to Sandy. Jim enjoys staying fit, golfing, donating time, spending time with his family, and reading."

About Financial Engines Advisors, LLC

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).



Qualifications CRD# 1937162
FirmCRD# 104510
Series 7, 63, 66

Compensation/Fee I am a Fee-Based financial professional


Office Location 5663 E Circle Drive Suite 200,
Cicero,
NY 
13039
Phone Number (315) 4538080

Joined Financial Engines in 2016. Began his career in the financial services industry in 1993. Successfully completed the Series 7, 63, and 66 examination(s) administered by FINRA. Earned the CERTIFIED FINANCIAL PLANNERTM (CFP®) and Chartered Financial Consultant (ChFC®) certification(s). Bachelor's degree from Excelsior College. Married to Kristen. They have two children: Sam and Jack. Paul enjoys mountain biking, home brewing, salmon/stealhead fishing, reading, and family time.

About Financial Engines Advisors, LLC

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).



Qualifications CRD# 4663298
FirmCRD# 104510
Series 6, 63, 65

Compensation/Fee I am a Fee-Based financial professional


Office Location 350 Linden Oaks,
Drive 1st Floor,
Rochester,
NY 
14625
Phone Number (585) 2443000

Joined Financial Engines in 2009. Began her career in the financial services industry in 2000. Successfully completed the Series 6, 63, and 65 examination(s) administered by FINRA. Earned the Certified Fund Specialist (CFS®) and Chartered Retirement Planning CounselorSM (CRPC®) certification(s). Bachelor's degree in History from Ithaca College. She is married with two children. Lisa enjoys soccer, reading, and spending time with family."

About Financial Engines Advisors, LLC

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).



List of Additional Financial Advisors in or around Ithaca, New York
Arabella Wealth Advisors Syracuse, NY

Select other cities around Ithaca, New York to broaden your search for a financial advisor