Find a Financial Advisor in Johnson City, NY

 

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

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We Only Work With The Best Johnson City 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 Johnson City, NY


  • Financial Advisor Close to Johnson City, 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 Johnson City, 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 Johnson City, NY

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

  • Population: 14,448
  • % of Population 62 Years and Over: 20%
  • Average Home Value: $90,100
  • Average Monthly Housing Cost: $836
  • Average Household Income: $56,752
  • 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 Johnson City, NY

 

NBT CAPITAL MANAGEMENT, INC.

Website

(607) 584-4141

520 Columbia Drive
Suite 103
Johnson City, NY 13790

SEC#: 801-30786
Years in Business: 33 years

 


Johnson City, NY Financial Advisor FAQs

A financial advisor will be able to help you manage your investments based on various goals. He/she can also teach you about various approaches to investing and retirement concerns, as well as how they would go about managing those for you.
One of the most common reasons people hire an advisor is because they want help with their investments. The advisor would research the client's current portfolio to make sure it has sufficient risk diversification, given their age and risk tolerance level, and if not he will recommend changes.
When looking for a financial advisor, it's important to know what you're looking for. Ultimately what you are looking for in an advisor is someone who will look out for your best interests.
A financial advisor can cost anywhere from $150 to $500+ per hour. The hourly rate will depend on the expertise of the advisor, the type of advice they provide, and their level of experience.