Find a Financial Advisor in Pittsford, NY

 

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We did the hard work of finding trustworthy partners 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 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 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

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: 34 years

LVW ADVISORS, LLC

Website

(585) 267-4900

67B Monroe Avenue

Pittsford, NY 14534

SEC#: 801-72830
Years in Business: 10 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: 12 years

TWO POINT CAPITAL MANAGEMENT, INC.

Website

(585) 586-1731

4 S. Mainstreet

Pittsford, NY 14534

SEC#: 801-78625
Years in Business: 8 years

NEXUS CAPITAL, LLC

Website

(585) 348-9090

1175 Pittsford Victor Rd
Suite 220
Pittsford, NY 14534

SEC#: 801-110701
Years in Business: 4 years

ASHFORD ADVISORS, LLC

Website

(585) 697-0362

30 B Grove Street

Pittsford, NY 14534

SEC#: 801-60563
Years in Business: 20 years

LYON CAPITAL MANAGEMENT, LLC

Website

(585) 248-9821

24B Grove Street

Pittsford, NY 14534

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

 


Pittsford, NY Financial Advisor FAQs

Let them discuss what their qualifications are and how these qualifications would benefit you.
A financial advisor can set you back as little as $100 a year or as much as $1,500 per hour. Your advisor should be able to provide a satisfactory estimate of the cost for their services depending on your needs and the complexity of the investments being considered.
A financial advisor is a professional with the knowledge, experiences, skills and abilities required to offer a particular service or meeting certain needs. They know how to meet your requirements in a way that maximizes the opportunity for success - without incurring high opportunity costs.
One of the best ways to find a qualified financial advisor is by getting referrals. Ask your friends, co-workers, family members, etc for recommendations of anyone they know who may be a good advisor.