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 School Teacher from New York
WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Saratoga Springs, 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.
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 Saratoga Springs, New York | ||
|---|---|---|
| Financial Advisor | Office Location | Phone Number |
| Andrew Halliday Edelman Financial Engines, LLC |
309 Clifton Park Center Road, Clifton Park, NY 12065 |
518-836-3550 |
| Conor Bryant CFF, CERTIFIED FINANCIAL PLANNER, CFP® Bryant Asset Mgt |
1280 New Scotland Rd, Slingerlands, NY 12159 |
518-439-1141 |
| Alan Leist III, CFA, Strategic Financial Services CFA® Strategic Financial Services |
114 Business Park Drive, Utica, NY 13502 |
800-937-4461 |
Qualifications
CRD# 2308014
FirmCRD# 104510
Series 65
Compensation/Fee
Fee-Based
Office Location
309 Clifton Park Center Road,
Suite 10,
Clifton Park,
NY 12065
Phone Number
518-836-3550
Throughout my career, I have focused on one major initiative when working with clients: To understand their financial goals thoroughly and structure a long-term path forward to achieve them.
Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.
Qualifications
CRD# 5086002
FirmCRD# 8032
Series 7, 66
Compensation/Fee
Based on Assets, Commissions, Flat Fee
Office Location
1280 New Scotland Rd,
Slingerlands,
NY 12159
Phone Number
518-439-1141
My first job in the financial services industry was in the shareholder services department of Eaton Vance in Boston. I acted as the last line of defense for clients desperate for advice during the 2008 financial crisis. I could not believe there were so many people who could not get in contact with the advisor that sold them the mutual fund they were calling about, and I knew I wanted to change that. I thrived in that calamitous stock environment and enjoyed educating shareholders while talking them off the edge. That was when my true passion for the financial advisory world was born. As a CERTIFIED FINANCIAL PLANNER" professional with our 67 year old family business at Bryant Asset Management, I personally advise about 150 local families and individuals. I am a member of the Capital District Financial Planning Association, a member of the Nex Gen Mohawk Hudson Land Conservancy Board and a former treasurer of the board of directors of the Capital Alliance of Young Professionals. I graduated from Voorheesville HS and received a BA cum laude from Gettysburg College. My wife, Katie, and I live in Delmar. My big passions are golf, traveling and skiing. I share my passion for skiing by volunteering as a ski instructor at Double H Ranch. I believe it is almost impossible to have a completely objective view of your money, so I act as a 3rd party objective view for my clients.
We provide great service: Our entire team of financial advisors and staff are dedicated to our clients success and wellbeing. Leveraging the latest technology coupled with old-fashioned personal service, we do our very best to exceed our clients expectations every single day. We educate: We do much more than manage our clients money. We help them build a path to financial success and realization of their life goals through ongoing education and behavioral coaching. We give back: We are a locally-owned firm dedicated to giving back to our community through our Bryant Asset Generations Grant program, sponsorship of the annual Delmar Dash, and ongoing support of numerous charities and community organizations. Conor Bryant is dually registered as a registered representative and investment adviser representative of Commonwealth Financial Network. In these roles, Conor Bryant is able to offer two types of accounts: brokerage accounts and asset management accounts. When serving as your advisor on a brokerage account, Conor Bryant 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, Conor Bryant is required to act in a fiduciary capacity.
More information is available in Commonwealth’s Form CRS.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# 109677
FirmCRD# 109677
Series 7, 24, 55, 63
Compensation/Fee
Fee-Based, Based on Assets
Office Location
114 Business Park Drive,
Utica,
NY 13502
Phone Number
800-937-4461
Steadfast Leader. Dissector of Markets. Passionate Client Advocate. Alan specializes in investment management work for high-net-worth clients and institutions. He is also responsible for leading Strategic's overall business activities. Alan has spent his 20+ year investment career as a passionate advocate for his clients in the market. He spent the early part of his career in Manhattan as an equity trader and team leader for Merrill Lynch and Fulcrum Global Partners, partnering with the world's leading mutual funds, hedge funds and research analysts to implement investment strategy. Alan returned home to Upstate New York in 2005, bringing with him a unique industry experience and perspective on the markets.
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.
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
* Additional advisor listing is provided in partnership with Yext
Grow your AUM with pre-qualified leads!
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?
