Find a Financial Advisor in Ulster County, NY


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

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We Only Work With The Best Ulster 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 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


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


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 Ulster County, NY

  • Financial Advisor Close to Ulster 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

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

A good financial planner can increase your returns by as much as 3% annually.


Without Advisor

With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Ulster County, NY

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

  • Population: 178,665
  • % of Population 62 Years and Over: 23%
  • Average Home Value: $237,500
  • Average Monthly Housing Cost: $1,235
  • Average Household Income: $86,500
  • 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 Ulster County, NY




(845) 679-9166

10 Dixon Avenue

Woodstock, NY 12498

SEC#: 801-28170
Years in Business: 35 years



(845) 679-9166

10 Dixon Avenue

Woodstock, NY 12498

SEC#: 801-106993
Years in Business: 5 years


Ulster County, NY Financial Advisor FAQs

In some cases, a financial advisor may cost as little as one cent per day, but that is an unusual situation. More typical rates are from 5% up to 20%. The more complex the portfolio or tax situation of someone looking for a fiduciary financial intermediary, the higher rate will likely be.
A personal conversation with the advisor will give you a better idea of how satisfied they have been in dealing with clients and people in general. Look for someone who is pleasant to talk to, someone who listens to your needs, and can answer questions without sounding like an encyclopedia when they speak about finance.
Aspects of financial planning that advisors can help with include inventorying personal assets, budgeting expenses and estimating future income, providing tax advice and developing strategies to increase retirement funds. Financial advisors also often look for insurance coverage as well as liability protection.
Seek out financial advisors who are licensed and hold a FINRA (Financial Industry Regulatory Authority) card. A good starting point in choosing your next advisor is to understand how the regulations differ between these two groups of advisors, what's required of them in terms of certification, and whether they charge higher fees for their services.