Find a Financial Advisor in Cazenovia, NY

 

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

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We Only Work With The Best Cazenovia 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 Cazenovia, NY


  • Financial Advisor Close to Cazenovia, 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 Cazenovia, 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 Cazenovia, NY

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

  • Population: 2,846
  • % of Population 62 Years and Over: 21.9%
  • Average Home Value: $202,600
  • Average Monthly Housing Cost: $1,102
  • Average Household Income: $87,513
  • 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 Cazenovia, NY

 

LEIGH BALDWIN & CO., LLC

Website

(315) 655-2964

112 Albany Street

Cazenovia, NY 13035

SEC#: 801-69290
Years in Business: 13 years

ROCKBRIDGE INVESTMENT MANAGEMENT, LLC

Website

(N/A) -N/A

130 Albany Street

Cazenovia, NY 13035

SEC#: 801-60639
Years in Business: 19 years

 


Cazenovia, NY Financial Advisor FAQs

A financial advisor is an expert that helps clients balance their finances, minimize taxes, and plan for short-term and long-term goals.
The cost of a financial advisor hinges largely on the type of advice they offer. If you need assistance with retirement planning, investment-related advice, assets to leave for your heirs, or asset management services, financial advisors often charge hourly rates or fees based on percentage of assets under their care.
Yes. A financial advisor can help with saving for retirement or college, deciding how much of your portfolio should be in stocks vs bonds, keeping track of taxes so they don't affect investment goals negatively, etc.
The internet is one of the best tools for finding a financial advisor, since fewer advisors are listed in directories. Use Google to search online directories and see which advisors take on new clients. Ask friends and family if they have any recommendations, too.