Find a Financial Advisor in Webster, NY

 

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

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We Only Work With The Best Webster 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 Webster, NY


  • Financial Advisor Close to Webster, 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 Webster, 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 Webster, NY

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

  • Population: 5,606
  • % of Population 62 Years and Over: 20.6%
  • Average Home Value: $153,200
  • Average Monthly Housing Cost: $951
  • Average Household Income: $65,537
  • 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 Webster, NY

 

CAPSTONE INVESTMENT FINANCIAL GROUP, LLC

Website

(877) 491-7514

115 W. Salore Ct.

Webster, NY 14580

SEC#: 801-67699
Years in Business: 14 years

WEALTHCARE ADVISORY PARTNERS LLC

Website

(585) 626-1258

1130 Crosspointe Lane
Suite 2A
Webster, NY 14580

SEC#: 801-80067
Years in Business: 7 years

BLACKRIDGE ASSET MANAGEMENT, LLC

Website

(585) 626-1242

1144 Ohstrom Park

Webster, NY 14580

SEC#: 801-108114
Years in Business: 5 years

WEALTHCARE ADVISORY PARTNERS LLC

Website

(585) 626-1258

1130 Crosspointe Lane
Suite 2A
Webster, NY 14580

SEC#: 801-80067
Years in Business: 7 years

BLACKRIDGE ASSET MANAGEMENT, LLC

Website

(585) 626-1242

1144 Ohstrom Park

Webster, NY 14580

SEC#: 801-108114
Years in Business: 5 years

 


Webster, NY Financial Advisor FAQs

Absolutely. A competent financial advisor can help ensure that you've dealt with all the major and minor elements of your finances in a cohesive and comprehensive way.
On average, a financial advisor can range anywhere from $100 to $1,000 an hour. There are some financial advisors who have minimums of several thousand dollars for certain services.
The fees an advisor charges depend on the level of service they offer. These come in standard categories like fee-only advice, hourly advice, and commissions for selling stocks and insurance products.
Great questions for a financial advisor during the interview process include: 1) What is your training? 2) What areas do you specialize in? 3) How many clients do you work with, and what is their sobriety like? 4) Do you have experience coming from a graduate degree background--and if so, please tell us how it helped shape your perspective. 5) Can we set up an initial consultation session to talk strategy? All of these will help uncover how experienced and knowledgeable not just this financial advisor but also his or her company one way or another.