List of Firms
Ithaca, NY Fiduciary Financial Advisors
Tompkins Financial Advisors
CFCU Wealth Management
Raymond James Financial Services
Cynthia L Evans - Financial Advisor, Ameriprise Financial Services, LLC
Suzanne Aigen - Prudential Financial
Dietershagen John H CPA
Clarity Corporate Growth
Morgan Stanley Financial Advisors
Merrill Lynch Wealth Management Advisor M Keefe Gorman
Merrill Lynch Wealth Management Advisor Mark W Cornfield
Where Certified Financial Advisors in Ithaca, NY Serve
Ithaca, NY is a vibrant city nestled in the heart of the Finger Lakes region. With a population of around 30,000, the city is home to several notable landmarks, including the iconic Ithaca Falls, the Cornell University campus, and the Ithaca Commons, a pedestrian mall filled with shops and restaurants. As a college town, Ithaca is home to several top employers, including Cornell University, Ithaca College, and Cayuga Medical Center. The city also has a thriving arts and culture scene, with institutions like the Hangar Theatre and the State Theatre of Ithaca attracting visitors from across the region. Major highways in the area include Interstate 81 and State Route 13, while major streets within the city include State Street, Aurora Street, and Meadow Street. Ithaca is divided into several distinct neighborhoods, each with its own unique character and charm.
Services Provided by Fee Based and Fee Only Financial Advisors
FREQUENTLY ASKED QUESTIONS
FAQs About Personal Financial Advisors in Ithaca, NY
Financial advisors in Ithaca, NY can provide a range of services to help individuals and businesses achieve their financial goals. These services may include investment planning, retirement planning, tax planning, estate planning, and risk management. One specific aspect of Ithaca, NY that financial advisors may take into consideration is the local economy, which is heavily influenced by the presence of Cornell University and Ithaca College. This means that financial advisors may need to consider the unique financial needs of college students, professors, and staff, as well as the impact that the universities have on the local housing and job markets. Additionally, Ithaca's location in the Finger Lakes region of New York means that financial advisors may need to take into account the potential impact of natural disasters, such as floods or severe storms, on their clients' financial plans.
Located in the heart of the Finger Lakes region, Ithaca, NY is undoubtedly the best place to get financial advising. With its vibrant community and diverse economy, Ithaca offers a unique blend of opportunities for those seeking financial guidance. One of the most compelling aspects of Ithaca's financial landscape is its emphasis on sustainability and social responsibility. Many financial advisors in the area specialize in socially responsible investing, helping clients to align their financial goals with their values. Additionally, Ithaca's thriving startup scene provides ample opportunities for entrepreneurs and investors alike. With so many innovative companies and forward-thinking individuals in the area, there is no shortage of exciting opportunities for those seeking to grow their wealth. Whether you're looking to invest in renewable energy, support local businesses, or simply build a strong financial foundation, Ithaca's financial advisors have the expertise and experience to help you achieve your goals.
A financial planner in Ithaca, NY is responsible for providing comprehensive financial advice and guidance to individuals and businesses in the area. They analyze financial data, create financial plans, and help clients navigate the complex world of investment and wealth management. With a diverse population and a thriving economy, Ithaca offers unique challenges and opportunities for financial planners. From helping students manage their student loans to assisting entrepreneurs in launching successful startups, a financial planner in Ithaca must be well-versed in a wide range of financial strategies and tactics. They must also be familiar with the local market and economic trends, as well as the unique financial needs and goals of Ithaca residents. Whether working with retirees looking to maximize their retirement income or young families saving for their children's education, a financial planner in Ithaca must be able to provide tailored advice and guidance that meets the specific needs of each client.
Residents of Ithaca, NY should consider reaching out to a financial advisor when they are facing a major life event such as a divorce, retirement, or inheritance. With the city's diverse economy and high cost of living, it can be challenging to navigate financial decisions without professional guidance. Additionally, Ithaca's proximity to Cornell University and Ithaca College means that many residents may have complex financial situations involving student loans, retirement plans, and stock options. A financial advisor can provide customized advice and help individuals create a comprehensive financial plan that takes into account their unique circumstances. Whether you're a young professional just starting out or a retiree looking to make the most of your savings, a financial advisor can provide the expertise and support you need to achieve your financial goals.
A financial advisor in Ithaca, NY must possess a unique set of qualities to navigate the local market. The city is home to a large student population, which means that advisors must be able to cater to the needs of both young adults and established professionals. Additionally, Ithaca is known for its progressive values and commitment to sustainability, so advisors must be able to incorporate these values into their investment strategies. They must also be knowledgeable about the local economy, including the impact of tourism on the region. Finally, given the city's location in the Finger Lakes region, advisors must be able to help clients navigate the complexities of investing in the wine and agriculture industries. In short, a successful financial advisor in Ithaca, NY must possess a diverse skill set and be able to adapt to the unique needs of the local market.
Ithaca, NY is home to several top financial advising firms that cater to the needs of individuals and businesses alike. These firms provide a wide range of services, including investment management, retirement planning, tax planning, and estate planning. One of the unique aspects of Ithaca is its vibrant and diverse community, which includes a large number of college students, faculty, and staff. This creates a demand for financial advising services that are tailored to the needs of young professionals and academics. Additionally, Ithaca is known for its commitment to sustainability and environmental stewardship, and many of the top financial advising firms in the area have a focus on socially responsible investing and green finance. Overall, the financial advising firms in Ithaca offer a wealth of expertise and resources to help clients achieve their financial goals while also making a positive impact on the world around them.
Financial advisors in Ithaca, NY are compensated in several ways, including commissions, fees, and a combination of both. Commission-based compensation involves earning a percentage of the assets under management, while fee-based compensation involves charging a flat fee for services rendered. Additionally, some financial advisors in Ithaca offer hourly rates or retainer fees. It is worth noting that the financial services industry in Ithaca is unique due to the presence of Cornell University and Ithaca College, which attract a significant number of affluent individuals and families. As a result, financial advisors in Ithaca must possess a high level of expertise and specialization in order to provide tailored financial advice to their clients. This requires a deep understanding of the local economy, as well as the ability to navigate complex financial regulations and tax laws.