Find a Financial Advisor in Oswego County, NY

 

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

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We Only Work With The Best Oswego 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 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 Oswego County, NY


  • Financial Advisor Close to Oswego 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

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

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

  • Population: 118,339
  • % of Population 62 Years and Over: 19.5%
  • Average Home Value: $113,400
  • Average Monthly Housing Cost: $859
  • Average Household Income: $71,632
  • 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 Oswego County, NY

 

REILLY HERBERT FAULKNER III

Website

(315) 668-3332

569 Little Canada Road

Central Square, NY 13036

SEC#: 801-50326
Years in Business: 26 years

 


Oswego County, NY Financial Advisor FAQs

Here are the three main ways financial advisors get paid: Client fees, commissions, salaries.
Some financial advisors offer additional services such as tax preparation and portfolio management with access to investment professionals who can provide guidance in buying and selling investments and mutual funds.
Definitely. Financial advisors are what you might call helpers. A financial advisor helps you with your finances by finding out what kind of returns you were looking for and then they go out and find investments that will give those returns.
What do you enjoy about your job or what do you hate about it? This will help you gauge if a particular financial advisor is truly passionate about his/her job and is working for more than just the paycheck.