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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
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
1
WiserAdvisor vetted Financial Planners and Advisors for you to
choose from and
3
non-vetted advisors in your local area. These financial advisors in
Rhinebeck, New York
have an average of
18
years of experience.
NOTE: The list of financial
advisors in
Rhinebeck, 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
Rhinebeck, New York.
| Qualified Financial Advisors in Rhinebeck, New York | ||||
|---|---|---|---|---|
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
| Frank Lepore
Certified in Long-Term Care (CLTC) BLEAKLEY FINANCIAL GROUP 100 Passaic Avenue, Suite 300, Fairfield, NJ 07004 |
18 | Not Specified | Not Specified | Fee-Only |
Qualifications
CRD# 4695659
Series 6, 7, 65, 66
Compensation/Fee Fee-Only, 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 holds a series 7, 66, through LPL Financial, and is also certified in Long-Term Care.
Bleakley Financial Group offers individuals, families and business owners independent financial planning and wealth management advice in a small team environment. Our advisory model is based on a disciplined financial planning process that addresses the full complexity of your financial situation. Specialized Teams and Individual Attention We built our advisory team from the ground up to provide you with an independent option for your financial planning and wealth management needs. The strength and size of our infrastructure gives us the bandwidth to solve sophisticated financial situations while keeping our advisor to client ratio low. Comprehensive Financial Planning and Wealth Management We want to help protect what is important to you, improve your life and secure your family's future. Our method as your financial partner is to provide a truly comprehensive solution, working in close collaboration with your legal and accounting advisors to make recommendations within the infrastructure of a financial plan. Culture of Client Service Excellence Our firm's culture is rooted in service. Every member of our experienced team is committed to providing you with an unmatched client experience. Dedicated, accessible and responsive to your needs, we work together to bring you the strategies, products and guidance we believe serve your best interest.
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
| Vicki Haak Inquire with Vicki |
30 E Market St, Rhinebeck, NY 12572 | 845-876-1157 |
| Allstate Personal Financial Representative: Charles Blue Inquire with Allstate |
6811 Route 9, Ste 9, Rhinebeck, NY 12572 | 845-475-5087 |
| Jason Ostapcuk Inquire with Jason |
6708 Route 9, Rhinebeck, NY 12572 | 845-338-6750 |
Grow your AUM with pre-qualified leads!
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