Find a Financial Advisor in Fayetteville, NY

 

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

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We Only Work With The Best Fayetteville 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 Fayetteville, NY


  • Financial Advisor Close to Fayetteville, 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 Fayetteville, 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 Fayetteville, NY

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

  • Population: 4,095
  • % of Population 62 Years and Over: 24.7%
  • Average Home Value: $178,100
  • Average Monthly Housing Cost: $1,150
  • Average Household Income: $120,003
  • 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 Fayetteville, NY

 

EAGAN CAPITAL MANAGEMENT, LLC

Website

(315) 637-8004

210 South Manlius St

Fayetteville, NY 13066

SEC#: 801-68860
Years in Business: 13 years

HALL & DETTER, LLP

Website

(315) 637-3159

551 East Genesee Street

Fayetteville, NY 13066

SEC#: 801-107433
Years in Business: 5 years

CONSTELLATION ASSET MANAGEMENT, INC.

Website

(315) 449-1820

7030 E. Genesee Street
Suite 211
Fayetteville, NY 13066

SEC#: 801-113212
Years in Business: 3 years

PINNACLE INVESTMENTS, LLC

Website

(315) 234-9716

100 Limestone Plaza

Fayetteville, NY 13066

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

ALDEMAR RESEARCH CORPORATION

Website

(315) 382-4843

7030 East Genesee Street
Suite 110
Fayetteville, NY 13066

SEC#: 801-112458
Years in Business: 3 years

ALDEMAR RESEARCH CORPORATION

Website

(315) 382-4843

7030 East Genesee Street
Suite 110
Fayetteville, NY 13066

SEC#: 801-112458
Years in Business: 3 years

MADISON ADVISORY SERVICES, INC.

Website

(315) 251-2510

7030 East Genesee Street
Suite 104
Fayetteville, NY 13066

SEC#: 801-106492
Years in Business: 6 years

HOWE AND RUSLING, INC.

Website

(315) 632-6090

7127 Coronation Circle

Fayetteville, NY 13066

SEC#: 801-294
Years in Business: 81 years

 


Fayetteville, NY Financial Advisor FAQs

The financial advisor is compensated in one of three ways. The first way is via commissions or fees, which come from the investments or insurance policies they sell. The second way is through recurring commission income, which comes from fees for services rendered over a fixed period (usually 3 years). And lastly, there are fixed-income products like annuities and certificates of deposit, where the advisor earns a monthly check solely for acting as an intermediary between the client's money and the investment firm that actually owns that money.
Get referrals from family or friends who use one themselves. Word of mouth usually works best for this particular question, so it would be wise to get in touch with others already using the service and asking for an honest opinion on whether they're satisfied customers.
When choosing a financial advisor, the first thing to look for is whether or not they are qualified. Ask them what licenses they have, how many years of experience they have, where their office is located. You will also want to find out if they sell any products or services that might conceivably conflict with your interests.
Yes. Even though you're capable of replying to financial questions yourself, a good advisor will have years of experience and knowledge which can be incredibly useful when tackling tough personal finance issues or determining where your money is going. An advisor can provide some objective insight on what needs to be done while giving you the space and time required by most people to make informed decisions.