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Find Top Financial Advisors in Johnson City, New York

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WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Johnson City, New York. 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 Advisors in Johnson City

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.

Qualified Financial Advisors in Johnson City, New York
Financial Advisor Office Location Phone Number
David W. Treichler
CFP®, AIF®, CLU®
Arabella Wealth Advisors
The University Building,
Syracuse, NY 13202
315-430-3283
Lisa D. Miller
CERTIFIED FINANCIAL PLANNER, RICP®, CFP®, CDFA®
Equitable Advisors
120 Madison Street,
Syracuse, NY 13202
315-425-6343
Christopher C. Giambrone
AIF®, CFP®
CG Capital
CG Capital,
New Hartford, NY 13413
315-765-6032

Information on Qualified Financial Advisors in Johnson City

Qualifications CRD# 1244190
FirmCRD# 10299
Series 7, 22, 24, 63, 65

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


Office Location The University Building,
120 E. Washington St. Ste 922,
Syracuse,
NY
13202
Phone Number 315-430-3283

CORONA VIRUS UPDATE MARCH 2020 : SAFE DISTANCE VIRTUAL MEETINGS BY PHONE OR WEBINAR AVAILABLE. Visit us online at Arabella Wealth. My ground rules : 1.) I will be open, honest, and candid with you 2.) I will get to know you as best I can, what your goals and objectives are for yourself, your family in order to make appropriate recommendations. Anything shared is kept confidential. 3.) Education as to the different ways we can do business, what the different products are, fees involved, so you feel comfortable and make good informed decisions. 4.) Ongoing maintenance and monitoring. Depending on the scope of the relationship at least once a year, quarterly contact if advisory based. 5.) Ultimately, I serve you and your family's best interests; and operate under a fiduciary based relationship. What I expect from you : 1.) That you be open and honest with me; that helps me help you. 2.) Give me the chance to work for you; if it is the same or less in terms of fees, gives you greater value working me, I ask for your business. 3.) Over time, if my performance merits, I ask you introduce me to other who are high on the scales of intelligence, and potential that I could be introduced to by you. Does this approach sound reasonable?

About Arabella Wealth Advisors

David W. Treichler, AIF, CFP, CLU provides high net worth investment management solutions to his individual and business clients. He brings knowledge, and experience in advisory, brokerage, and insurance management. David specializes in portfolio construction and asset allocation strategies utilizing a holistic team approach. During his career at M and T, David was Vice President and Senior Portfolio Manager for the their bank's Investment Group in Syracuse, NY. He managed over $160 million in client assets and 200 relationships. Prior to being Senior Portfolio Manager, he was the Regional Wholesaler for the MTB Group of Funds and Portfolio Architect supporting New York State and Northeast PA. His other experience includes positions with Smith Barney and Northwestern Mutual.

Advisory Services Provided

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


Qualifications CRD# 0004612774
FirmCRD# 6627
Series 7, 24, 66

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


Office Location 120 Madison Street,
Suite 1900,
Syracuse,
NY
13202
Phone Number 315-425-6343

CERTIFIED FINANCIAL PLANNER® professional Certified Divorce Financial Analyst Retirement Income Certified Professional®

About Equitable Advisors

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# 2812536
FirmCRD# 2812536
Series 6, 7, 63, 65

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


Office Location CG Capital,
139 Genesee Street,
New Hartford,
NY
13413
Phone Number 315-765-6032

Chris is passionate about his work and thoroughly enjoys educating and empowering his clients to take greater control of their financial lives. A CERTIFIED FINANCIAL PLANNER™ professional and Accredited Investment Fiduciary® (AIF®), he has worked in the financial services industry since 1996. Chris enjoys educating people about financial planning. Hes been published on CNBC.com, OnWallStreet, and FinancialPlanning.com, and in Kiplingers and Financial Advisor, and is frequently quoted in the media. Chris is also a popular speaker; as a sports fan, one of his favorite engagements was educating the Syracuse University football team on an array of financial topics. Chris has two business degrees from the State University of New York. He subsequently earned a certificate in retirement planning from the Wharton School of Finance at the University of Pennsylvania and participated in a roundtable discussion about behavioral finance and modern portfolio theory at the Harvard Faculty Club. Chris actively supports his community as a Corporate Partner of The Community Foundation of Herkimer & Oneida Counties, Inc., and hes served as a member of the Advisory Board of Directors for the American Heart Association  Mohawk Valley, and the Corporate Benefactor Committee  The Ride for Missing Children CNY/MV. Hes also participated in the Annual Sitrin Celebrity Classic Wheelchair Basketball Game, and has coached various youth sports. In his spare time, Chris likes to play golf, lap swim, and run, but his top priority is his family. He enjoys spending quality time with his wife, Bre, and their sons, Chase and Ashton. They live in New Hartford, New York. Fun Fact about Chris: He and his family have a goal to visit all of the national parks. Their favorite thus far is Grand Canyon.

About CG Capital

Our firm was founded to provide a more authentic, humanized type of financial planning  what we call financial life planning. Rather than focusing on transactions, we emphasize planning and education, to ensure you understand the financial products you own and why you own them. Christopher Giambrone is dually registered as a registered representative and investment adviser representative of Commonwealth Financial Network. In these roles, Christopher Giambrone is able to offer two types of accounts: brokerage accounts and asset management accounts. When serving as your advisor on a brokerage account, Christopher Giambrone 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, Christopher Giambrone 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, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities


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Frequently Asked Questions

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.

Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.

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?