Find a Financial Planner in Oneida County, NY


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

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We Only Work With The Best Oneida County 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,, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products


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


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


Our Process for Choosing
An Independent Financial Advisor in Oneida County, NY

  • Financial Advisor Close to Oneida County, 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 Oneida County Help You?

Wealth management is a type of financial planning that focuses on asset protection and risk management for high-net-worth individuals and organizations. It provides those in the Oneida County area with advisory and management services on the full spectrum of a client’s finances, including financial and investment advice, legal and estate planning, accounting, tax services, business financial planning, debt management, and retirement planning.
Personal financial planning is a financial advisory service focused on helping individuals navigate the correct path to achieve their financial goals. Personal financial planning can look different from client to client, but in Oneida County, it typically provides counsel on investing, retirement savings, taxes, estate planning, and risk management.
22.3% of Oneida County's population is of retirement age (62 years and older). For those individuals, the goal of retirement planning is to create a source of income for one’s retirement years. It starts with determining an individual’s retirement goals and then lays out a financial strategy to accomplish them. In the Oneida County area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
Estate planning names the beneficiaries of your estate upon death and who has the responsibility to make healthcare and financial decisions on your behalf if you are incapacitated during life. A comprehensive estate plan includes a living will and other types of legal documentation as needed to achieve its intended outcome. In the Oneida County area, qualified financial professionals--like financial advisors--offer estate planning services.
Business financial planning sets out the financial path a company takes to achieve its goals over a stated timeline. Business financial planning can be very granular, addressing specific projections for business expansion, equipment needs, staffing, resources, cash flow, and financing options in the Oneida County area.
The goal of tax planning is to minimize an individual’s or organization’s tax liabilities, while maximizing their overall long-term financial situation. Financial advisors in the Oneida County area often offer tax planning services to their clients. 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 is a service offered by many financial advisors, planners, and other professionals in the Oneida County area. Typically, it 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 is a service that can be performed by a qualified financial advisor in which they combine multiple existing loans into a single loan with more favorable financing terms. Advisors in the Oneida County area often use this strategy when clients have high-interest credit card debt or private student loans.


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

A good financial planner can increase your returns by as much as 3% annually.


Without Advisor

With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Oneida County, NY

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

  • Population: 229,959
  • % of Population 62 Years and Over: 22.3%
  • Average Home Value: $138,400
  • Average Monthly Housing Cost: $836
  • Average Household Income: $73,642
  • 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 Oneida County, NY



(315) 724-5105

130 Lomond Court

Utica, NY 13502

SEC#: 801-64498
Years in Business: 16 years



(315) 734-0703

258 Genesee St.

Utica, NY 13502

SEC#: 801-67619
Years in Business: 14 years



(315) 733-1010

2508 Genesee Street

Utica, NY 13502

SEC#: 801-109956
Years in Business: 4 years



(315) 724-4186

185 Genesee Street
Suite 210
Utica, NY 13501

SEC#: 801-64779
Years in Business: 15 years



(315) 724-1776

114 Business Park Drive

Utica, NY 13502

SEC#: 801-33774
Years in Business: 32 years



(315) 797-8400

133 Business Park Drive

Utica, NY 13502

SEC#: 801-68347
Years in Business: 13 years



(315) 797-8401

133 Business Park Drive

Utica, NY 13502

SEC#: 801-70094
Years in Business: 12 years