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Your service helped us connect with Brian who had clients similar to our situation.
Former advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
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.
Liverpool
has
3
WiserAdvisor vetted Financial Planners and Advisors for you to
choose from and
9
non-vetted advisors in your local area. These financial advisors in
Liverpool, New York
have an average of
31
years of experience.
NOTE: The list of financial
advisors in
Liverpool, 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
Liverpool, New York.
| Qualified Financial Advisors in Liverpool, New York | ||||
|---|---|---|---|---|
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
| Matt Dauksza
CFP®, CLU® EXCELSIOR WEALTH PARTNERS 225 Wilkinson St, Syracuse, NY 13204 |
21 | $134,000,000 | Not Specified | Fee-Based |
| Gregory Jennings
OMC FINANCIAL SERVICES, LTD. 5789 Widewaters Parkway, Dewitt, NY 13214 |
32 | Not Specified | $100,000 | Fee-Only |
| Strategic Financial Services
CFA® STRATEGIC FINANCIAL SERVICES 114 Business Park Drive, Utica, NY 13502 |
42 | $1.7B | Not Specified | Fee-Based |
Qualifications
CRD# 4199324
Firm CRD# NA
Series 6, 7, 26, 63, 65
Compensation/Fee Fee-Based, Commissions, Based on Assets
Office Location
225 Wilkinson St,
Syracuse,
NY
13204
Phone Number
315-527-3590
Matt founded Excelsior Wealth Partners to focus on client needs without a corporate agenda. He specializes in working with clients to provide wealth management and financial planning solutions to address their financial needs. Matt is a financial author with a series of podcasts, blogs, and books on relevant topics facing today's pre-retirees, retirees, and wealth management clients. His most recent book, How to Eat an Elephant - 11 Retirement Mistake to Avoid, was released in 2021. Excelsior Wealth Partners has become well-known for helping clients with the complicated retirement process. Matt is a graduate of St. Bonaventure University where he earned a Bachelor's Degree in Finance. He is a graduate of The American College's CFP® Certification Curriculum as well as obtaining his Chartered Life Underwriting designation. He resides in Manlius, NY with his wife: Shannon and their six children; Alex, Ryann, Campbell, Addison, Athan and Graham. He actively volunteers with the Cystic Fibrosis Foundation of CNY; where in 2018 he received the Champion for a Cure award, and GAMA International. Matt was also awarded the 2016 CNY Transformational Leader of the Year award through the Syracuse Business Journal. Matt had previously held the position of Managing Director at a Fortune 100 Company where he led that company to a record 6th consecutive US championship as the top performing Managing Director in the county.
Excelsior Wealth Partners offers all-encompassing financial services for our clients. As a well respected investment advisory firm, our reputation thrives on our high-level of customer satisfaction. When our clients are truly confident in their financial stability, we have done our job. Whether we assist you with your transition into retirement or helping you manage your portfolio risk; Excelsior Wealth Partners can help you achieve your financial goals
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
CRD# 2169365
Firm CRD# 110528
Series 66
Compensation/Fee Fee-Only, Based on Assets
Office Location
5789 Widewaters Parkway,
Dewitt,
NY
13214
Phone Number
315-446-8720
Gregory W. Jennings has been associated with OMC Financial Services, Ltd., an independent, fee-only Registered Investment Advisory (RIA) firm, since 1994. He specializes in investment management, estate planning, and retirement planning/ counseling for individuals, families, small business owners and trusts. Greg actively manages his clients' portfolios and is responsible for research, asset selection, purchases and sales, monitoring and evaluation. He meets with each client personally, conducts regular reviews and strives to form long-lasting relationships. He is also actively involved in many of the day-to-day operations of OMC including marketing, business development, determining the firm's corporate strategy and developing/ adjusting the firm's management style and investment philosophy. Greg has been a guest on WCNY's Financial Fitness, WSTM's Noon Financial 411 and News 10 Now discussing retirement planning, investments and other financial topics. He has conducted seminars for current and displaced employees of several local companies and has also addressed schools, churches, and civic groups on various investment and retirement planning topics. He has written several articles for publication in the Central New York Business Journal and has also been published in the Eagle Newspapers.
OMC Financial Services is an independent Registered Investment Advisory firm. We provide objective and unbiased fee-only investment management, estate planning, retirement planning/counseling, and advisory services to individuals, families, professionals, small business owners, and trusts. For 40 years, we have been establishing long-term partnerships with our clients while taking an active role in their financial well-being as we work together toward achieving what is important to them. Every day we strive to deliver our guidance and professional management with exceptional client service. We truly believe that "client service isn't everything, it's the only thing," and our commitment to that is evident in all that we do.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Estate Planning & Trusts
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 Liverpool, New York (Ranked by AUM) |
|||
|---|---|---|---|
| Firm Name | AUM | No. of Clients | Fee Structure |
| IBN ADVISORY SERVICES, INC.
404 Old Liverpool Rd., Liverpool, NY 13088 |
$203,124,869 | 2641 |
A percentage of AUM Hourly charges |
| IBN FINANCIAL SERVICES, INC
404 Old Liverpool Rd, Liverpool, NY 13088 |
$151,424,285 | 744 |
A percentage of AUM Hourly charges Other (SELECTION AND MONITORING FEES) |
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
| Marc Franco Inquire with Marc |
7672 Oswego Rd, Liverpool, NY 13090 | 315-409-4071 |
| James Frash Inquire with James |
7672 Oswego Rd, Liverpool, NY 13090 | 315-546-0023 |
| Tom Razey Inquire with Tom |
7555 Morgan Rd, Ste 1, Liverpool, NY 13090 | 315-870-9973 |
| Allstate Personal Financial Representative: Mary Ann Zygas Inquire with Allstate |
441 Beechwood Ave, Liverpool, NY 13088 | 315-451-4340 |
| Allstate Personal Financial Representative: Steven Caparco Inquire with Allstate |
7496 Oswego Rd, Liverpool, NY 13090 | 315-569-2512 |
| Michael Fitzgerald Inquire with Michael |
7672 Oswego Rd, Liverpool, NY 13090 | 315-409-4071 |
| Edward Jones Inquire with Edward |
916 Old Liverpool Road, Liverpool, NY 13088 | 315-453-8001 |
| Edward Jones Inquire with Edward |
7445 Morgan Road, Suite 202C, Liverpool, NY 13090 | 315-451-1391 |
| Edward Jones Inquire with Edward |
4709 Crossroads Park Dr, Suite 107, Liverpool, NY 13088 | 315-913-3933 |
Grow your AUM with pre-qualified leads!
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