Find a Financial Planner in Pittsford, NY

 

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We Only Work With The Best Pittsford 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, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

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

Trustworthiness

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

 

Our Process for Choosing
An Independent Financial Advisor in Pittsford, NY


  • Financial Advisor Close to Pittsford, 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 Pittsford Help You?

Wealth management is a type of financial planning that incorporates many other financial services. Catering to high-net-worth individuals in the Pittsford area, wealth managers seek to build comprehensive wealth for their clients through a variety of vehicles, including investments, retirement planning, estate planning, asset management, tax planning, and more.
Financial planning is a service in which a qualified professional creates a detailed plan for a client's financial future. Plans in Pittsford can include budgeting, retirement planning, tax planning, spending and saving strategies, and more.
19.3% of Pittsford's population is of retirement age (62 years and older). Retirement planning for those individuals is designed to ensure that retirees are able to secure a stream of income for later in life. Many retirement plans provide a powerful framework for achieving this goal. If you are unsure of where to start, a retirement planner in the Pittsford area can create a custom plan and walk with you each step of the way.
The purpose of estate planning is to establish a clear line of inheritance for your assets upon your death. A will is the most ubiquitous element of an estate plan, and is essential for designating your beneficiaries. In the Pittsford area, there are a number of additional components of an estate plan, including complying with estate tax laws.
Business financial planning is the task of mapping out a path to achieving a business's financial goals. These goals are often expanded and reevaluated as the company grows, making financial planning for businesses in the Pittsford area an ongoing effort.
Tax planning is a service offered by qualified tax planners, financial advisors, and other financial professionals in the Pittsford area who determine what breaks are available to you to minimize your tax payments. 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 involves working with an attorney or financial advisor in the Pittsford area to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. It typically includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation is a good way to make high-interest debts more manageable. Advisors in the Pittsford area can bundle high-interest loans together under more favorable financing terms. This often results in lower interest rates, or lower monthly payments.

 

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

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

  • Population: 1,716
  • % of Population 62 Years and Over: 19.3%
  • Average Home Value: $250,000
  • Average Monthly Housing Cost: $1,590
  • Average Household Income: $144,437
  • 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 Pittsford, NY


FISCHER INVESTMENT GROUP, INC.

Website

(585) 586-2460

1175 Pittsford-Victor Rd
Suite 240
Pittsford, NY 14534

SEC#: 801-30304
Years in Business: 33 years

LVW ADVISORS, LLC

Website

(585) 267-4900

67B Monroe Avenue

Pittsford, NY 14534

SEC#: 801-72830
Years in Business: 9 years

OCCAM CAPITAL MANAGEMENT, LLC

Website

(585) 218-0310

1303 Marsh Road, Ste 4

Pittsford, NY 14534

SEC#: 801-60137
Years in Business: 20 years

THE MAIER GROUP, LLC

Website

(585) 586-4230

15 Fishers Road
Suite 100
Pittsford, NY 14534

SEC#: 801-81179
Years in Business: 6 years

GENERATION CAPITAL MANAGEMENT LLC

Website

(585) 232-8560

1163 Pittsford-Victor Road
#100
Pittsford, NY 14534

SEC#: 801-70216
Years in Business: 11 years

TWO POINT CAPITAL MANAGEMENT, INC.

Website

(585) 586-1731

4 S. Mainstreet

Pittsford, NY 14534

SEC#: 801-78625
Years in Business: 7 years

NEXUS CAPITAL, LLC

Website

(585) 348-9090

1175 Pittsford Victor Rd
Suite 220
Pittsford, NY 14534

SEC#: 801-110701
Years in Business: 3 years

ASHFORD ADVISORS, LLC

Website

(585) 697-0362

30 B Grove Street

Pittsford, NY 14534

SEC#: 801-60563
Years in Business: 19 years

LYON CAPITAL MANAGEMENT, LLC

Website

(585) 248-9821

24B Grove Street

Pittsford, NY 14534

SEC#: 801-74497
Years in Business: 9 years

QCI ASSET MANAGEMENT INC

Website

(585) 218-2060

1040 Pittsford Victor Road

Pittsford, NY 14534

SEC#: 801-12815
Years in Business: 44 years