Find a Financial Advisor in Victor, NY

 

Get Top Tier Financial Planning

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

Jump To List of Advisors

  • This field is for validation purposes and should be left unchanged.

We Only Work With The Best Victor 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 Victor, NY


  • Financial Advisor Close to Victor, 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 Victor, 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 Victor, NY

We evaluated over 13,000 RIA firms to bring you the best of the best Victor financial advisors.
  • This field is for validation purposes and should be left unchanged.


How Retirement-Friendly is Victor, NY?

  • Population: 2,716
  • % of Population 62 Years and Over: 18.6%
  • Average Home Value: $188,600
  • Average Monthly Housing Cost: $1,068
  • Average Household Income: $98,556
  • 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 Victor, NY

 

PROSPERITY ADVISORY GROUP LLC

Website

(585) 381-5900

50 Square Drive
Suite 220
Victor, NY 14564

SEC#: 801-119613
Years in Business: 1 years

KM ADVISORY SERVICES

Website

(585) 381-5900

50 Square Drive
Suite 220
Victor, NY 14564

SEC#: 801-52224
Years in Business: 25 years

EVER GREEN WEALTH MANAGEMENT, LLC

Website

(585) 742-0271

6534 Anthony Drive
Suite D
Victor, NY 14564

SEC#: 801-117694
Years in Business: 1 years

COOPER/HAIMS ADVISORS, LLC

Website

(585) 248-6400

50 Square Drive
Suite 210
Victor, NY 14564

SEC#: 801-61599
Years in Business: 19 years

TRU INDEPENDENCE ASSET MANAGEMENT 2

Website

(585) 565-4450

1501 Pittsford Victor Rd
Suite 101
Victor, NY 14564

SEC#: 801-118810
Years in Business: 1 years

SECURITIES AMERICA ADVISORS, INC.

Website

(585) 433-9124

580 Fishers Station Drive

Victor, NY 14564

SEC#: 801-45628
Years in Business: 27 years

SECURITIES AMERICA ADVISORS, INC.

Website

(585) 410-6733

6536 Anthony Dr Ste B

Victor, NY 14564

SEC#: 801-45628
Years in Business: 27 years

H. BECK, INC.

Website

(585) 586-2600

29 Lasalle Parkway

Victor, NY 14564

SEC#: 801-
Years in Business: 0 years

GROVE POINT ADVISORS, LLC

Website

(585) 586-2600

29 Lasalle Parkway

Victor, NY 14564

SEC#: 801-56879
Years in Business: 22 years

 


Victor, NY Financial Advisor FAQs

A financial advisor is a professional that helps their clients reach their investment goals by advising them on things like saving for retirement, planning for future expenses and managing the difficult task of increasing investments while still maintaining liquidity.
Choosing a financial advisor is not always an easy task. The first thing to do is to ask your friends and family who their financial advisor is, and see if any of them recommend that individual.
If you ever want to retire or have any sort of long-term financial strategy, then yes.
Financial advisors can get paid through a variety of ways. Some basic ways financial advisors are compensated are through one-time commissions, hourly fees, recurring fee structures, success-based fees, or bundled services.