Find a Financial Planner in Fairport, NY

 

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

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We Only Work With The Best Fairport 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 Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

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


  • Financial Advisor Close to Fairport, 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

 

How Can a CFP® in Fairport Help You?

Wealth managers are financial professionals who work to comprehensively build their clients' wealth. Wealth management incorporates nearly all areas of the client's financial life, from investments and asset planning to tax management, retirement, estate planning, and more. In the Fairport area, wealth managers are typically used by high-net-worth individuals or high-capital organizations.
Personal financial planning focuses on organizing and optimizing a client's finances through risk management, debt reduction, investment management, and more. Some of the most common services in Fairport include retirement planning, investment management, tax planning, estate planning, asset management, and debt management.
24.3% of Fairport's population is of retirement age (62 years and older). Retirement planning for those individuals is designed to ensure that retirees are able to secure a stream of income for later in life. Many retirement plans provide a powerful framework for achieving this goal. If you are unsure of where to start, a retirement planner in the Fairport area can create a custom plan and walk with you each step of the way.
Estate planning involves much more than just setting up a will. In the Fairport area, it may involve setting up a trust and naming an executor, complying with estate tax law, updating insurance and retirement accounts, making funeral arrangements, and more. There are many ways to divy your estate, from directly giving to beneficiaries to funding future education accounts.
Business financial planning is a service focused on helping businesses map out steps to achieve a financial goal over a set time. Business financial planning in the Fairport area addresses the many needs a business has, such as staffing, PP&E (property, plant and equipment), intangible assets, investments, etc.
Through tax planning, clients can strategize how best to minimize their tax payments through deductions and write-offs. Tax planning in the Fairport area is generally long-term and performed with the help of a qualified planner. Tax planning strategies will differ depending on depending on where you live. New York has unique laws defining which actions trigger a taxable event and has the highest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse involves working with an attorney or financial advisor to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. In the Fairport area, it typically includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation and management typically involves rolling several loans into a single loan with better financing terms, such as a lower monthly payment or interest rate. Debt consolidation is a popular strategy for advisors in the Fairport area when dealing with high-interest credit card debt and private student loans.

 

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

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

  • Population: 5,349
  • % of Population 62 Years and Over: 24.3%
  • Average Home Value: $175,600
  • Average Monthly Housing Cost: $1,155
  • Average Household Income: $92,240
  • 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 Fairport, NY


GEOVEST ADVISORS INC

Website

(585) 248-5050

245 Willowbrook Office Park
1451 Pittsford Victor Rd
Fairport, NY 14450

SEC#: 801-31544
Years in Business: 33 years

SAGE TREE WEALTH

Website

(585) 500-2579

10 East Church Street

Fairport, NY 14450

SEC#: 801-114389
Years in Business: 2 years

MILESTONES PRIVATE INVESTMENT ADVISORS LLC

Website

(585) 203-1956

375 Woodcliff Drive

Fairport, NY 14450

SEC#: 801-111043
Years in Business: 3 years

MANNING & NAPIER ADVISORS, LLC

Website

(585) 325-6880

290 Woodcliff Drive

Fairport, NY 14450

SEC#: 801-10733
Years in Business: 46 years

CLOVER LEAF FINANCIAL, LLC

Website

(585) 899-3940

1387 Fairport Rd
Suite 620
Fairport, NY 14450

SEC#: 801-110029
Years in Business: 4 years

SEAWAY ADVISORS

Website

(585) 425-9510

1387 Fairport Rd
Suite 640
Fairport, NY 14450

SEC#: 801-81143
Years in Business: 6 years