Find a Financial Advisor in Rensselaer, NY

 

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

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We Only Work With The Best Rensselaer 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 Rensselaer, NY


  • Financial Advisor Close to Rensselaer, 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 Rensselaer, 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 Rensselaer, NY

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

  • Population: 9,259
  • % of Population 62 Years and Over: 18.2%
  • Average Home Value: $137,300
  • Average Monthly Housing Cost: $988
  • Average Household Income: $71,307
  • 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 Rensselaer, NY

 

MUSSETT WEALTH MANAGEMENT, LLC

Website

(518) 328-8104

579 North Greenbush Road

Rensselaer, NY 12144

SEC#: 801-109015
Years in Business: 4 years

HANYS BENEFIT SERVICES

Website

(518) 431-7600

One Empire Drive

Rensselaer, NY 12144

SEC#: 801-67370
Years in Business: 15 years

CUTTER AND COMPANY BROKERAGE, INC.

Website

(518) 523-1864

1548 Best Rd.

Rensselaer, NY 12144

SEC#: 801-62329
Years in Business: 18 years

 


Rensselaer, NY Financial Advisor FAQs

It depends on your overall needs. Choose one that is able to meet all of your financial needs.
Seek out financial advisors who are registered as investment advisers with the Securities and Exchange Commission (SEC) or state regulators.
Yes, most people could benefit from professional guidance on how to manage their finances. However, do your own research first and understand the basics of financial planning.
A financial advisor is someone who helps people manage their money. They mainly focus on finances, taxes, investments, insurance plans, and retirement needs. Personal finance advisors are sometimes called to talk through the intricacies of dealing with debt or