Free match service | No obligation to hire
Personalized advice for
Portfolio Size of 100K and
above
FINRA/SEC Registered Advisors
Quality: All Advisors undergo strict screening to be part of our match network.
Accuracy: We match you to vetted advisors that closely align with your needs.
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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
Personalized advice for portfolio size
of 100K & above
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
4
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from and
10
non-vetted advisors in your local area. These financial advisors in
Liverpool,
New York
have an average of
21
years of experience.
NOTE: The list of vetted financial
advisors in
Liverpool,
New York
mentioned below does 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.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
| 21 Years | $134,000,000 | $100,000 | Fee-Based | |
| 32 Years | Not Specified | $100,000 | Fee-Only | |
|
Decisional Wealth Advisors, LLC
CFP® DECISIONAL WEALTH ADVISORS, LLC 7000 E. Genesee Street, Building C, Unit 7, Fayetteville, NY 13066 |
10 Years | Not Specified | $50,000 | Fee-Based |
| Not Disclosed | $10,000,000,000 | 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
CRD# 7281184
Firm CRD# 326684
Series 65
Compensation/Fee Fee-Based, Based on Assets
Office Location
7000 E. Genesee Street,
Building C, Unit 7,
Fayetteville,
NY
13066
Phone Number
315-877-0554
John Harmatuk is a CERTIFIED FINANCIAL PLANNER™ and a Fiduciary to his clients and prospective clients. With a fiduciary duty to clients, John takes the responsibility of acting in your best interest with the utmost concern. As a trusted advisor, it is John's top priority to employ comprehensive financial planning techniques to help you make informed decisions regarding wealth accumulation, investment management, retirement planning, tax optimization, estate planning, and more. With a relentless focus on your financial well-being, John aims to empower you with the tools and knowledge necessary to build a secure financial future. As a CERTIFIED FINANCIAL PLANNER™, John operates with transparency and objectivity, placing your best interests at the forefront of every recommendation made. By not accepting any investment related compensation tied to commissions or product sales, you can be confident that the advice you receive is solely based on your unique needs and financial objectives. This approach ensures an unwavering commitment to providing you with the most suitable strategies and solutions tailored to your specific circumstances. John truly believes in the importance of personalized financial planning. By taking into account your unique circumstances, financial goals, risk tolerance, and values, John designs customized strategies that align with your aspirations. Through open and honest communication, John strives to build strong, long-lasting relationships with clients, ultimately providing them with peace of mind and financial clarity. Whether you are just starting your financial journey or seeking to optimize your current financial standing, John is here to guide you every step of the way. By entrusting your financial planning needs to you gain a trusted partner dedicated to your financial success. Reach out today to schedule a no-obligation consultation and unlock the path toward achieving your financial dreams.
Decisional Wealth Advisors (DWA), a leading comprehensive fee-based Registered Investment Advisor (RIA) specializing in providing personalized financial planning services in Syracuse and Rochester, NY. We are not your typical "financial advisor" or "stockbroker" in fact, we are the opposite. We are Fiduciaries, and we provide unbiased investment and financial planning advice that is in our client's best interest and not our own. It's that straightforward. Our primary goal is to empower individuals, families, and business owners with financial literacy in a new and innovative way. Understanding your finances leads to genuine interest. At DWA, we prioritize secure and prosperous futures through financial planning, investment management, retirement income planning, and tax management.
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# 111167
Compensation/Fee Fee-Based
Office Location
20 Wildbriar Road Suite E,
Rochester,
NY
14623
Phone Number
888-242-6766
Allworth Financial has been providing transparent, straightforward, and honest financial advice to individuals and families for more than 26 years. They are a fiduciary, fee-based firm that focuses on helping people achieve financial confidence. The advisors at Allworth are not salespeople, so their sole interest is providing the recommendations and advice people need to hear. During your free consultation, the advisor will listen to your goals, answer your questions, and lay out a series of next steps for success.
Advisory Services Provided:
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts
| Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
|---|---|---|---|---|
| 7 | 2641 | $203,124,869 | A percentage of AUM, Hourly charges
|
|
| 79 | 744 | $151,424,285 | 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 |
|---|---|---|
| 7672 Oswego Rd, Liverpool, NY 13090 | 315-409-4071 | |
| 7672 Oswego Rd, Liverpool, NY 13090 | 315-546-0023 | |
| 7555 Morgan Rd, Ste 1, Liverpool, NY 13090 | 315-870-9973 | |
| 441 Beechwood Ave, Liverpool, NY 13088 | 315-451-4340 | |
| 7496 Oswego Rd, Liverpool, NY 13090 | 315-569-2512 | |
| 7672 Oswego Rd, Liverpool, NY 13090 | 315-409-4071 | |
| 916 Old Liverpool Road, Liverpool, NY 13088 | 315-453-8001 | |
| 7445 Morgan Road, Suite 202C, Liverpool, NY 13090 | 315-451-1391 | |
| 4709 Crossroads Park Dr, Suite 107, Liverpool, NY 13088 | 315-913-3933 | |
| 916 Old Liverpool Road, Liverpool, NY 13088 | 315-453-8001 |
You can utilize our New York advisor directory as the majority of advisors listed there offer retirement planning services. By clicking on the "View full profile" button of any vetted financial advisor, you can access detailed information about their services, fees, credentials, and more. In the "Advisory Services Provided" section, you will be able to confirm if retirement planning is among the services they offer.
The qualifications that you should look for in a financial advisor are years of relevant experience in providing advisory services to people in New York and also ensure that he has the necessary licenses and registrations with reputable regulatory bodies such as FINRA and the SEC. To learn more, read the guide on how to use BrokerCheck to evaluate a financial advisor's credentials.
The cost of hiring a financial advisor in New York can vary. Typically, financial advisors charge by a fee-only or fee-based ( fee and commission) model. It can range from a fixed rate of approx. $7,500 and above or approx. 1.02% of assets under management (AUM). To get a better understanding of how financial advisors charge and the factors influencing their fees, read more on the costs of hiring a financial advisor.
Financial advisors in New York offer a wide range of financial services to help individuals manage their finances. Some of the common services include investment planning, retirement planning, wealth management, education planning, tax planning, estate planning, and insurance planning. Financial advisors also provide advice on managing debt, creating and maintaining a budget, and setting financial goals. Learn more about who financial advisors are and what they do.
The cost of hiring a financial advisor in New York can vary. Typically, financial advisors charge by a fee-only or fee-based (fee and commission) model. It can range from a fixed rate of approx. $7,500 and above or approx. 1.02% of assets under management (AUM). To get a better understanding of how financial advisors charge and the factors influencing their fees, read more on the costs of hiring a financial advisor.
Yes, many financial advisors in New York are also tax professionals or work closely with tax professionals to help clients with tax planning and preparation. However, WiserAdvisor's directory may not include advisors that specialize in taxes. In the "Advisory Services Provided" section, you will be able to confirm if tax advice and tax preparation services are among the services they offer.
How often you should meet with your financial advisor may depend on your specific financial situation and goals. For complex finances, you may need to meet with your financial advisor weekly or monthly, while for those with regular income and simpler investments, quarterly or annual meetings may be enough.Your advisor can assist in determining the suitable meeting frequency based on your circumstances. Read on to learn more about how often you should meet with your advisor.
There are multiple benefits to hiring a financial advisor in New York. Financial advisors are finance professionals that help you by providing you with professional guidance and strategy to build wealth. You as a client also benefit from their deep knowledge, experience, and perspective and gain peace of mind knowing you're making informed financial decisions. Additionally, working with a financial advisor can potentially minimize investment risks and lead to more returns on your investments. The financial advisors also review your investments regularly and provide ongoing support to help you stay on track and adjust your financial plans as needed. To learn more, read about the benefits of working with a financial advisor.
When choosing a financial advisor in New York, it's important to do some initial research. You need to check each financial advisor's years of relevant experience, credentials (CFP, ChFCs, CFAs, etc.) education, and method of compensation,and ensure that he adheres to a strict code of ethics. It is also important to check for any disciplinary actions or complaints against the advisor through the registration status at the Financial Industry Regulatory Authority's (FINRA) BrokerCheck website. Use this guide to know how to use BrokerCheck on FINRA to research an advisor. To learn more, read the guide on choosing the best financial advisor.
New York has a variety of different types of financial advisors to meet diverse needs including:
Investment advisors and portfolio managers: Specialize in managing investment portfolios and providing personalized advice.
Wealth managers: Provide financial services, including investment management, estate planning, and tax strategies.
Financial planners: Address financial areas like budgeting, saving, and goal planning.
Retirement planners: Focus on helping individuals plan for their retirement years.
Robo-advisors: Leverage technology to provide automated investment solutions.
To further explore how financial advisors can support you, learn more about the different types of financial advisors and their areas of expertise.
