Oneida County, NY Financial Advisors and Resources



Financial Advisor Firms in Oneida County, NY


CARUSO MCLEAN & CO., INC.

Website

(315) 724-5105

130 Lomond Court

Utica, NY 13502

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

JC MIANO INVESTMENT ADVISORY

Website

(315) 734-0703

258 Genesee St.

Utica, NY 13502

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

ADVANCED GROUP FINANCIAL SERVICES, LLC

Website

(315) 733-1010

2508 Genesee Street

Utica, NY 13502

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

ADIRONDACK FINANCIAL SERVICES CORP

Website

(315) 724-4186

185 Genesee Street
Suite 210
Utica, NY 13501

SEC#: 801-64779
Years in Business: 16 years

STRATEGIC FINANCIAL SERVICES

Website

(315) 724-1776

114 Business Park Drive

Utica, NY 13502

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

PARADIGM CONSULTING, INC.

Website

(315) 797-8400

133 Business Park Drive

Utica, NY 13502

SEC#: 801-68347
Years in Business: 14 years

D'ARCANGELO FINANCIAL GROUP, LLC

Website

(315) 797-8401

133 Business Park Drive

Utica, NY 13502

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

ETICO WEALTH MANAGEMENT LLC

Website

(315) 790-5511

250 Genesee St Suite #506

Utica, NY 13502

SEC#: 801-70445
Years in Business: 12 years

LEIGH BALDWIN & CO., LLC

Website

(315) 734-1410

1 Hopper Street

Utica, NY 13501

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


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.)


Oneida County, NY Financial Advisor FAQs

There are three main ways financial advisors make money. They may either receive client fees usually charged on an hourly basis or as a percentage of AUM. They may also receive commissions or salaries.
Whether it's saving for retirement, buying a home, paying down debt, or investing for college-savings, financial advisors can guide you through your decisions and offer thoughts on potential implications.
Yes. A financial advisor can be invaluable when it comes to maintaining sound fiscal strategies and increased market-savvy throughout the years.
What are all the financial services you offer? You should be able to know this along with knowing your own goals so that you can ensure that you are hiring the right person for your specific needs.