Find a Financial Advisor in Rome, NY

 

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

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We Only Work With The Best Rome 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 Rome, NY


  • Financial Advisor Close to Rome, 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 Rome, 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 Rome, NY

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

  • Population: 32,253
  • % of Population 62 Years and Over: 21.9%
  • Average Home Value: $105,400
  • Average Monthly Housing Cost: $806
  • Average Household Income: $61,742
  • 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 Rome, NY

 

AMERICU CAPITAL MANAGEMENT, LLC

Website

(315) 356-3236

231 Hill Road

Rome, NY 13441

SEC#: 801-76688
Years in Business: 9 years

BELPOINTE ASSET MANAGEMENT LLC

Website

(315) 371-0046

200 East Garden Street

Rome, NY 13440

SEC#: 801-69329
Years in Business: 13 years

D'ARCANGELO FINANCIAL GROUP, LLC

Website

(315) 336-9220

200 E Garden Street
P.O. Box 4300
Rome, NY 13442

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

 


Rome, NY Financial Advisor FAQs

Some financial advisors are paid through commissions for each trade they enter on behalf of the client.
A financial advisor should meet with your needs in two ways. Firstly, they should work to fully understand what you want out of your investments (i.e. long-term goals, short-term goals). Secondly, they should provide recommendations about how best to achieve those goals without compromising too much fiduciary advice fidatility)
A financial advisor is an individual who advises clients about their financial investments. The advice that they offer may include investments, budgeting, insurance. They are compensated on commission-basis for any products or services they might sell to their client. Generally, this would be through the sale of stocks and bonds.
Here are some good questions an advisor should be able to answer before you make your selection. What's the process for choosing investments? What are the costs of changing an investment portfolio design? How do I know if I need to change my portfolio or accounts?