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Find Top Financial Advisors in Slingerlands, 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.

Finding the Top Financial Advisor in Slingerlands, New York

Last Updated - 02-Jun-2023

Slingerlands has 2 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from and 2 non-vetted advisors in your local area. These financial advisors in Slingerlands , New York have an average of 28 years of experience.

NOTE: The list of vetted financial advisors in Slingerlands , 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 Slingerlands, New York.

Qualified Financial Advisors in Slingerlands, New York

Financial Advisor Experience AUM Minimum Assets Fee Structure
Bryant Asset Management
CFA®, CHARTERED FINANCIAL ANALYST
BRYANT ASSET MANAGEMENT
1280 New Scotland Road,
Slingerlands, NY 12159
14 Years $0 Not Specified Not Specified
Strategic Financial Services
CFA®
STRATEGIC FINANCIAL SERVICES
114 Business Park Drive,
Utica, NY 13502
42 Years $0 Not Specified Fee-Based

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Information on Qualified Financial Advisors in Slingerlands, New York

Qualifications CRD# 5524806
Firm CRD# 8032
Series 6, 7, 24, 51, 63

Compensation/Fee Commissions, Flat Fee, Based on Assets


Office Location 1280 New Scotland Road,
Slingerlands,
NY
12159
Phone Number 518-963-5800

About Bryant Asset Management

Bryant Asset Management

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. Reid Prinzo is dually registered as a registered representative and investment adviser representative of Commonwealth Financial Network. In these roles, Reid Prinzo is able to offer two types of accounts: brokerage accounts and asset management accounts. When serving as your advisor on a brokerage account, Reid Prinzo 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, Reid Prinzo 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, 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# 109677

Compensation/Fee Fee-Based, Based on Assets


Office Location 114 Business Park Drive,
Utica,
NY
13502
Phone Number 800-937-4461

About Strategic Financial Services

Strategic Financial Services

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


List of Additional Advisors in Slingerlands, New York*

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
840 Kenwood Avenue, Box 730, Slingerlands, NY  12159 518-599-5757
1375 New Scotland Road, Slingerlands, NY  12159 972-454-1989

    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.

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