Find a Financial Advisor in Canandaigua, NY

 

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

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We Only Work With The Best Canandaigua Financial Advisors


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

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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 Canandaigua, NY


  • Financial Advisor Close to Canandaigua, 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 Canandaigua, 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 Canandaigua, NY

We evaluated over 13,000 RIA firms to bring you the best of the best Canandaigua financial advisors.
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How Retirement-Friendly is Canandaigua, NY?

  • Population: 10,287
  • % of Population 62 Years and Over: 26.4%
  • Average Home Value: $153,500
  • Average Monthly Housing Cost: $920
  • Average Household Income: $74,761
  • 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 Canandaigua, NY

 

STARBOARD ASSET MANAGEMENT, INC.

Website

(585) 396-3334

5297 Parkside Dr., Suite 404

Canandaigua, NY 14424

SEC#: 801-81062
Years in Business: 6 years

SB ADVISORY, LLC

Website

(585) 394-4275

493 S Main Street

Canandaigua, NY 14424

SEC#: 801-77380
Years in Business: 9 years

SB ADVISORY, LLC

Website

(585) 394-4275

493 S Main Street

Canandaigua, NY 14424

SEC#: 801-77380
Years in Business: 9 years

SB ADVISORY, LLC

Website

(585) 394-4275

493 S Main Street

Canandaigua, NY 14424

SEC#: 801-77380
Years in Business: 9 years

KALOS MANAGEMENT, INC.

Website

(585) 396-0926

23 North Street
Suite D
Canandaigua, NY 14424

SEC#: 801-65182
Years in Business: 16 years

KALOS MANAGEMENT, INC.

Website

(585) 396-0926

23 North Street
Suite D
Canandaigua, NY 14424

SEC#: 801-65182
Years in Business: 16 years

 


Canandaigua, NY Financial Advisor FAQs

With things like investments to consider and budgets that need managing and planning for, sometimes it's too much to handle all by yourself. If that sounds like your situation or you just want to be extra safe with your money matters because these global crises come around every so often, it would be best to hire an advisor.
Financial advisors can help investors sort through the complexities that come with planning for retirement saving and overall savings. The aim of a financial advisor is to create an appropriate investing plan that works within an investor’s risk tolerance levels.
Find out how much experience they have helping people with similar backgrounds resolve specific related challenges in life situations you're currently facing.
A financial advisor's fee will vary widely based on the specific needs and services they offer, their geographic location, and their level of experience. For this reason, it can be difficult to provide a definitive answer.