Find a Financial Advisor in Utica, NY

 

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

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We Only Work With The Best Utica Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

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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 Utica, NY


  • Financial Advisor Close to Utica, 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 Utica, 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 Utica, NY

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

  • Population: 60,320
  • % of Population 62 Years and Over: 18.3%
  • Average Home Value: $102,700
  • Average Monthly Housing Cost: $762
  • Average Household Income: $55,700
  • 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 Utica, NY

 

CARUSO MCLEAN & CO., INC.

Website

(315) 724-5105

130 Lomond Court

Utica, NY 13502

SEC#: 801-64498
Years in Business: 16 years

JC MIANO INVESTMENT ADVISORY

Website

(315) 734-0703

258 Genesee St.

Utica, NY 13502

SEC#: 801-67619
Years in Business: 14 years

ADVANCED GROUP FINANCIAL SERVICES, LLC

Website

(315) 733-1010

2508 Genesee Street

Utica, NY 13502

SEC#: 801-109956
Years in Business: 4 years

ADIRONDACK FINANCIAL SERVICES CORP

Website

(315) 724-4186

185 Genesee Street
Suite 210
Utica, NY 13501

SEC#: 801-64779
Years in Business: 16 years

STRATEGIC FINANCIAL SERVICES

Website

(315) 724-1776

114 Business Park Drive

Utica, NY 13502

SEC#: 801-33774
Years in Business: 32 years

PARADIGM CONSULTING, INC.

Website

(315) 797-8400

133 Business Park Drive

Utica, NY 13502

SEC#: 801-68347
Years in Business: 14 years

D'ARCANGELO FINANCIAL GROUP, LLC

Website

(315) 797-8401

133 Business Park Drive

Utica, NY 13502

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

ETICO WEALTH MANAGEMENT LLC

Website

(315) 790-5511

250 Genesee St Suite #506

Utica, NY 13502

SEC#: 801-70445
Years in Business: 12 years

LEIGH BALDWIN & CO., LLC

Website

(315) 734-1410

1 Hopper Street

Utica, NY 13501

SEC#: 801-69290
Years in Business: 13 years

 


Utica, NY Financial Advisor FAQs

The first question of course is how much their fee would be. It's also helpful to find out if they are fee-based, commissioned based, or some other form of compensation. Additionally, it may be worth exploring the relationship with the person's recommend investments and your beliefs about risk tolerance so you can feel confident that you're making an informed decision.
A financial advisor assists people with their investments by managing portfolios, providing tax advice, and answering questions related to retirement plans.
It's always advisable to have a financial advisor. They can help manage your wealth efficiently and find potential pitfalls much before they trap you in them. A good financial advisor has the experience, time, and credentials that are worth more than money.
Keeping in mind the long-term aspect of financial planning, there is never a one-size-fits all answer when it comes to choosing an advisor. It's recommended that you find somebody who has actually taken the time to get to know your personal situation, rather than someone who has an idea about what would work out for you.