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.
Simplicity: Our matching system is free and easy to use and takes less than 5 minutes to complete your request.
Confidentiality: Your privacy is important to us. Your information will only be provided to the advisors matched to you.
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.
Rhinebeck
has
2
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from. These financial advisors in
Rhinebeck,
New York
have an average of
16
years of experience.
NOTE: The list of vetted financial
advisors in
Rhinebeck,
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
Rhinebeck, New York.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
| 21 Years | Not Specified | $250,000 | Fee-Based | |
| 12 Years | $250,000,000 | $250,000 | Fee-Based |
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.
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# 6281153
Firm CRD# 318366
Series 7, 66
Compensation/Fee Fee-Based, Flat Fee, Based on Assets
Office Location
100 Passaic Ave,
Suite 300,
Fairfield,
NJ
07004
Phone Number
973-575-4180
Mike is a financial advisor at Bleakley Financial Group. He provides personalized wealth management solutions for individuals, families, business owners, foundations and entrepreneurs. He also provides integrated planning and investment strategies, including tax and estate planning, risk management and retirement planning, to help grow and protect clients wealth. Mike is a graduate of Mount Saint Mary College & joined the firm in 2012. He has worked in numerous capacities at the firm, starting with an internship while he was still attending college, to joining the firm full time as an investment analyst upon graduation, & currently as a financial advisor. This has helped him develop a core understanding of the planning process and all of its elements. Mike is an avid fitness enthusiast and sports fan. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and holds the FINRA Series 7 & Series 66 registrations through LPL Financial, as well as life and health insurance licenses. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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. 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, 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, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
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.
