Find a Financial Advisor in Troy, NY

 

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

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We Only Work With The Best Troy 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 Troy, NY


  • Financial Advisor Close to Troy, 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 Troy, 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 Troy, NY

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

  • Population: 49,458
  • % of Population 62 Years and Over: 14.7%
  • Average Home Value: $153,800
  • Average Monthly Housing Cost: $988
  • Average Household Income: $61,473
  • 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 Troy, NY

 

QUARTZ PARTNERS INVESTMENT MANAGEMENT

Website

(800) 433-0422

17 1st Street
Suite 206
Troy, NY 12180

SEC#: 801-80822
Years in Business: 7 years

FAGAN ASSOCIATES INC

Website

(518) 279-1044

767 Hoosick Road

Troy, NY 12180

SEC#: 801-50955
Years in Business: 25 years

BOUCHEY FINANCIAL GROUP LTD

Website

(518) 720-3333

1819 Fifth Avenue

Troy, NY 12180

SEC#: 801-51979
Years in Business: 25 years

CAPITAL FINANCIAL PLANNING, LLC

Website

(518) 286-1611

150 Defreest Dr

Troy, NY 12810

SEC#: 801-108219
Years in Business: 5 years

 


Troy, NY Financial Advisor FAQs

Financial advisors come in many different packages with the cost varying vastly depending on who they are and what service you receive.
Catering your needs and expertise to an advisor will allow for more confident decisions on the part of the individual and provide a good foundation for their finances by assisting them with diversifying their investments amongst different classes of products such as stocks, bonds, mutual funds, etc.
The type of questions you should ask a financial advisor would depend on your individual situation. It is important to understand what type of advisor is before asking the questions, though.
A financial advisor helps their clients plan and investigate long-term investments, such as pensions and retirement plans. They also help their clients decide between various investment types, including stocks, bonds, mutual funds, real estate investments etc.