Find a Financial Advisor in Auburn, NY

 

Get Top Tier Financial Planning

We did the hard work of finding trustworthy partners in Auburn, NY.

Jump To List of Advisors

  • This field is for validation purposes and should be left unchanged.

We Only Work With The Best Auburn Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Auburn, NY


  • Financial Advisor Close to Auburn, NY

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Auburn, NY


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Auburn, NY

We evaluated over 13,000 RIA firms to bring you the best of the best Auburn financial advisors.
  • This field is for validation purposes and should be left unchanged.


How Retirement-Friendly is Auburn, NY?

  • Population: 26,601
  • % of Population 62 Years and Over: 21.7%
  • Average Home Value: $109,200
  • Average Monthly Housing Cost: $794
  • Average Household Income: $56,487
  • New York Total Tax Burden: 12.79% (Highest in U.S.)
  • New York Property Tax: 4.40% (6th Highest in U.S.)
  • New York Individual Income Tax: 4.96% (Highest in U.S.)
  • New York Sales and Excise Tax: 3.43% (22nd Highest in U.S.)



The Top Financial Advisor Firms in Auburn, NY

 

GENESEE CAPITAL ADVISORS, LLC

Website

(315) 554-3020

46 South Street

Auburn, NY 13021

SEC#: 801-77930
Years in Business: 8 years

PINNACLE INVESTMENTS, LLC

Website

(315) 515-6400

110 Genesee Street
Ste 120
Auburn, NY 13204

SEC#: 801-67860
Years in Business: 14 years

 


Auburn, NY Financial Advisor FAQs

It helps to have a financial advisor in case you have any questions about which investments are best for your situation.
A financial advisor is a person who helps with personal finances and investments.
A financial advisor is likely to charge a fee for their services. This fee can be either an hourly rate or a percentage of the assets being managed for the client. Either way, they are compensated in one of two ways. They either work on an hourly basis and get paid either via a flat fee per hour or by billing clients on a time-and-materials basis. In this model, the more hours that go into working with your money, the greater you have to pay him or her. Sometimes advisors will charge based on how much they manage from your investment portfolio.
Do some research on the advisor to find out if he or she meets your needs.