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Find Top Financial Advisors in Victor, New York

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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 Victor, New York
Last Updated - 31-Jul-2022

Victor has 3 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 3 non-vetted advisors in your local area. These financial advisors in Victor, New York have an average of 18 years of experience.

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

Qualified Financial Advisors in Victor, New York
Financial Advisor Experience AUM Minimum Assets Fee Structure
Richard Dougherty
CFP®, AIF®
ECHELON WEALTH ADVISORS, LLC
1159 Pittsford Victor Rd,
Ste 220,
Pittsford, NY 14534
12 137,000,000 $250,000 Fee-Based
David W. Treichler
CFP®, AIF®, CLU®
ARABELLA WEALTH ADVISORS
The University Building,
120 E. Washington St. Ste 922,
Syracuse, NY 13202
25 $50,000,000.00 $50,000. Fee-Based
Lisa D. Miller
CFP®, CDFA®, RICPý
EQUITABLE ADVISORS
120 Madison Street,
Suite 1900,
Syracuse, NY 13202
18 Not Specified Not Specified Fee-Based

Information on Qualified Financial Advisors in Victor

Qualifications CRD# 5271824
Firm CRD# 39543
Series 7, 66

Compensation/Fee Fee-Based, Based on Assets, Commissions, Hourly


Office Location 1159 Pittsford Victor Rd,
Ste 220,
Pittsford,
NY
14534
Phone Number 585-381-1861

Richard A. Dougherty, CFP®, AIF® President Rick is the President of Echelon Wealth Advisors, LLC. He helps clients invest their assets to accomplish various objectives. Rick continues to work diligently to lead, grow and differentiate Echelon Wealth Advisors, LLC. After graduating from St. John Fisher College, Rick went on to earn CERTIFIED FINANCIAL PLANNER Practitioner and Accredited Investment Fiduciary® designations. In addition, Rick holds his Series 7 and 66 FINRA licenses, as well as his Life, Accident and Health insurance certifications. Rick is also deeply involved in the community, serving on the Executive Committee for the Small Business Council of Rochester. Rick Co-chairs their signature event, the Business Person of the Year Celebration, and serves on the Renee Tschetter Scholarship Golf Tournament Committee, and its philanthropic component, SBC Cares. Rick is also an active member of Rochester Rotary. When he's not engaged in financial planning or helping clients, Rick enjoys spending time with his wife, two dogs, playing golf and watching Syracuse Basketball.

About Echelon Wealth Advisors, LLC

At Echelon Wealth Advisor, clients interests are our priority. We know that clients entrust us with more than money; you trust us with your family's financial future. With that comes the responsibility to listen, always put your interests first, and provide you with the tools and resources to acheive your objectives. We help our clients answer life's most important questions: Will you have enough money to live independently for the rest of your life? Do you understand how much retirement will cost and are you on track to meet your goals? How do you efficiently leave your money to your family and not to the government? We recognize there are no shortcuts in acheiving our clients objectives. By implementing consistent processes in everything we do, Echelon is committed to providing great value.

Advisory Services Provided:

Portfolio Management, Retirement Planning, 401K Rollovers, Education Funding and Planning, Financial Planning for Individuals, Tax Advice and Services, Estate Planning & Trusts, Annuities, Insurance Planning


Qualifications CRD# 1244190
Firm CRD# 10299
Series 7, 22, 24, 63, 65

Compensation/Fee Fee-Based, Based on Assets, Commissions, Flat Fee, Hourly


Office Location The University Building,
120 E. Washington St. Ste 922,
Syracuse,
NY
13202
Phone Number 315-430-3283

CORONA VIRUS UPDATE MARCH 2020 : SAFE DISTANCE VIRTUAL MEETINGS BY PHONE OR WEBINAR AVAILABLE. Visit us online at Arabella Wealth. My ground rules : 1.) I will be open, honest, and candid with you 2.) I will get to know you as best I can, what your goals and objectives are for yourself, your family in order to make appropriate recommendations. Anything shared is kept confidential. 3.) Education as to the different ways we can do business, what the different products are, fees involved, so you feel comfortable and make good informed decisions. 4.) Ongoing maintenance and monitoring. Depending on the scope of the relationship at least once a year, quarterly contact if advisory based. 5.) Ultimately, I serve you and your family's best interests; and operate under a fiduciary based relationship. What I expect from you : 1.) That you be open and honest with me; that helps me help you. 2.) Give me the chance to work for you; if it is the same or less in terms of fees, gives you greater value working me, I ask for your business. 3.) Over time, if my performance merits, I ask you introduce me to other who are high on the scales of intelligence, and potential that I could be introduced to by you. Does this approach sound reasonable?

About Arabella Wealth Advisors

David W. Treichler, AIF, CFP, CLU provides high net worth investment management solutions to his individual and business clients. He brings knowledge, and experience in advisory, brokerage, and insurance management. David specializes in portfolio construction and asset allocation strategies utilizing a holistic team approach. During his career at M and T, David was Vice President and Senior Portfolio Manager for the their bank's Investment Group in Syracuse, NY. He managed over $160 million in client assets and 200 relationships. Prior to being Senior Portfolio Manager, he was the Regional Wholesaler for the MTB Group of Funds and Portfolio Architect supporting New York State and Northeast PA. His other experience includes positions with Smith Barney and Northwestern Mutual.

Advisory Services Provided:

Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Estate Planning & Trusts, Annuities, Insurance Planning


Qualifications CRD# 0004612774
Firm CRD# 6627
Series 7, 24, 66

Compensation/Fee Fee-Based, Based on Assets, Commissions, Flat Fee


Office Location 120 Madison Street,
Suite 1900,
Syracuse,
NY
13202
Phone Number 315-425-6343

CERTIFIED FINANCIAL PLANNER® professional Certified Divorce Financial Analyst Retirement Income Certified Professional®

About Equitable Advisors

Financial services isn't just about products or investment advice. It is understanding the needs, wants and desires of individuals and business owners. It's educating clients to help them identify and address their financial planning issues; developing a comprehensive planning strategy based on their financial objectives; and providing products, services and support to help them accumulate and distribute assets to help them achieve their desired retirement lifestyle. As an AXA Advisors financial professional, I work with clients to address a broad spectrum of accumulation goals from funding a major purchase or a child's education to living the retirement lifestyle they envision. I take a comprehensive, education-based approach to addressing the 'at retirement' needs of customers, providing retirement planning strategies, education, products and services to individuals and businesses.


Top Financial Advisor Firms in Victor, New York (Ranked by AUM)

Firm Name AUM No. of Clients Fee Structure
Cooper/Haims Advisors, Llc
50 Square Drive , Suite 210,
Victor, NY 14564
$1,001,465,477 1382 A percentage of AUM
Hourly charges
Fixed fees
The Pitti Group Wealth Management, Llc
590 Fishers Station Drive , Suite 110,
Victor, NY 14564
$290,000,000 1025 A percentage of AUM
Hourly charges
Fixed fees
Prosperity Advisory Group Llc
50 Square Drive , Suite 220,
Victor, NY 14564
$218,055,873 751 A percentage of AUM
Hourly charges
Fixed fees
Ever Green Wealth Management, Llc
6534 Anthony Drive , Suite D,
Victor, NY 14564
$49,678,658 433 A percentage of AUM

    List of Additional Advisors in Victor, New York*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Ever Green Wealth Management
    Inquire with Ever
    6534 Anthony Drive, Victor, NY  14564 585-742-0271
    Dash Capital Advisors
    Inquire with Dash
    580 Fishers Station Drive, Victor, NY  14564 585-446-3274
    Edward Jones
    Inquire with Edward
    2 W. Main Street, Victor, NY  14564 585-924-7471
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      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.

      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?