Find a Financial Planner in Tompkins County, NY

 

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

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We Only Work With The Best Tompkins 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 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 Tompkins County, NY


  • Financial Advisor Close to Tompkins 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

 

How Can a CFP® in Tompkins County Help You?

Wealth management is a type of financial planning that incorporates many other financial services. Catering to high-net-worth individuals in the Tompkins County 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.
Personal financial planning is a financial advisory service focused on helping individuals navigate the correct path to achieve their financial goals. Personal financial planning can look different from client to client, but in Tompkins County, it typically provides counsel on investing, retirement savings, taxes, estate planning, and risk management.
17.4% of Tompkins County'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 Tompkins County 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 Tompkins County 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 Tompkins County area an ongoing effort.
The goal of tax planning is to minimize an individual’s or organization’s tax liabilities, while maximizing their overall long-term financial situation. In the Tompkins County area, tax planning is often included with other services like asset management, estate planning, and retirement planning. 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 is a service offered by many financial advisors, planners, and other professionals in the Tompkins County area. Typically, it includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation and management is a service that can be performed by a qualified financial advisor in which they combine multiple existing loans into a single loan with more favorable financing terms. Advisors in the Tompkins County area often use this strategy when clients have high-interest credit card debt or private student loans.

 

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

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

  • Population: 102,642
  • % of Population 62 Years and Over: 17.4%
  • Average Home Value: $217,500
  • Average Monthly Housing Cost: $1,195
  • Average Household Income: $83,950
  • 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 Tompkins County, NY


MERRYFIELD BARNES, LLC

Website

(607) 882-9983

202 East State St., Suite 301

Ithaca, NY 14851

SEC#: 801-72949
Years in Business: 9 years

CORNELL POCHILY INVESTMENT ADVISORS, INC.

Website

(607) 391-7080

2415 North Triphammer Road
Suite 1
Ithaca, NY 14850

SEC#: 801-68467
Years in Business: 13 years

FINGERLAKES WEALTH MANAGEMENT, INC.

Website

(607) 257-1008

450 North Aurora Street

Ithaca, NY 14850

SEC#: 801-69987
Years in Business: 12 years

NEW HORIZON FINANCIAL STRATEGIES, LLC

Website

(607) 275-1275

944 Dryden Road

Ithaca, NY 14850

SEC#: 801-118348
Years in Business: 1 years