The 30 Best Financial advisor recommendations in New York City, New York

Chase Richard E is a reputable law firm located at 6336 State Route 21 in Williamson, New York, United States. With a team of experienced and dedicated lawyers, they provide a wide range of legal services to their clients. Whether you are in need of assistance with personal injury cases, family law matters, or estate planning, Chase Richard E is committed to providing top-notch legal representation. Contact them today for a consultation to discuss your legal needs.

Jackson Hewitt Tax Service located at 829 Black River Boulevard in Rome, New York, United States, is a finance institution that is dedicated to helping individuals get their biggest tax refund. While their tax advance loans have ended for the year, their team of Tax Pros are still available to assist you with your tax preparation needs. Their services are perfect for those with busy lives, as you can simply drop off your tax documents and a Tax Pro will take care of the rest. They offer a quick call to review your final return and convenient e-signing options for your convenience.

Planned Results Inc. is a leading finance institution located at 400 Spencer Street in Syracuse, New York, United States. With a strong focus on delivering tailored financial solutions to meet the needs of their clients, Planned Results Inc. offers a range of services including investment planning, wealth management, and retirement planning. Their team of experienced financial advisors work closely with individuals and businesses to help them achieve their financial goals and secure their financial future. With a commitment to excellence and a track record of success, Planned Results Inc. is a trusted partner for all your financial needs.

Brian Makey - Thrivent is a finance institution located at 4476 Main Street, Amherst, New York, United States. Our team of financial professionals is available for appointments Monday through Thursday from 9 a.m. to 4 p.m., with evening appointments also available. We offer licensing through your State Insurance Department's website, which can be found through the National Association of Insurance Commissioners website. Please note that Thrivent and our financial professionals do not provide legal, accounting, or tax advice. It is recommended that you consult with your attorney or tax professional for such matters. Our team members may not provide all products, programs, and services in all states.

Brock Schechter & Polakoff is a full-service accounting and finance institution located at 726 Exchange Street in Buffalo, New York, United States. They take a proactive approach to solving their clients' problems, offering a complete suite of services to address unique needs efficiently. With a team of specialists working together, they pride themselves on maintaining the highest standards and providing hands-on involvement and abstract problem-solving. The firm has a 45-year track record with an impressively low turnover rate, showcasing their commitment to professional growth and excellence. Clients value the accessibility of the partners and management team, who provide timely and accurate answers, along with open and honest feedback. Brock Schechter & Polakoff is known for their accurate audits, assistance with issues, and solid expertise in their work.

Conlon & Company, Certified Public Accountants, P.L.L.C. is located at 1635 Brooks Avenue in Rochester, New York, United States. Since 1984, our dedicated team of professionals has been providing tax preparation and financial planning services to clients in the Rochester area and beyond. Our staff includes Certified Public Accountants, Personal Financial Specialists, Certified Financial Planners, Elder Planning Specialists, and more. We believe in building strong client relationships and treating each partnership with the utmost importance. Our goal is to help you achieve your financial goals for yourself and your loved ones. Whether you need assistance with tax preparation or financial planning, our team is here to help.

Sullivan & Associates Wealth Management is a finance institution located at 572 Titus Avenue, Rochester, New York, United States. Our core values are Service, Stability, Integrity, Experience, and Independence. We offer securities-related services to residents of select states, and investment products and services are offered through Wells Fargo Advisors Financial Network, LLC. Insurance products are also available through nonbank insurance agency affiliates of Wells Fargo & Company. Please note that opinions and actions taken on Social Media are those of third parties and do not necessarily reflect our views. By clicking on external links, you will leave the Wells Fargo Advisors website and enter a third-party site. We recommend reviewing their policies and terms to understand what information may be collected.

Fairpoint Wealth Partners, Inc. is a finance institution located at 1882 South Winton Road in Rochester, New York, United States. Our team is dedicated to translating your resources into lasting financial security for you and your family. We work closely with individuals and families in our local community and beyond, taking a proactive approach to help you achieve your goals, maintain your lifestyle in retirement, and prepare for a lifetime of financial health. We understand that financial stress often stems from uncertainty, which is why we believe in partnership. We collaborate with you to design a strategy tailored to your specific goals, and then work with you on an ongoing basis to ensure you stay on track. Our goal is to oversee your investments and financial plan so you can live your life with confidence.

Rochester Wealth Solutions, located at 3300 Monroe Avenue in Rochester, New York, is a finance institution led by Matthew M. Corrigan, CRC, a Certified Retirement Counselor with over two decades of experience in financial planning and investment management. Matthew is dedicated to helping clients achieve financial independence and retirement goals through personalized recommendations tailored to their specific needs. As a highly-skilled advisor, Matthew takes a holistic approach to retirement planning, offering simple, clear, and easy-to-understand action plans for retirement confidence. With a "safety first approach" to investment management, ongoing reviews, and monitoring, Rochester Wealth Solutions aims to be your trusted advisor for all things financial. Securities and advisory services are offered through LPL Financial, a registered investment advisor. Contact Rochester Wealth Solutions today for a comprehensive review of your financial situation and start planning for a secure retirement.

Primetime Wealth Management is a finance institution located at 716 Pittsford Victor Road in Pittsford, New York, United States. With a focus on providing wealth advisory and investment services, we have the experience to offer informed ideas for managing your money. Our team works closely with clients to provide easy-to-understand recommendations and help implement them to achieve financial freedom and security. Trust Primetime Wealth Management to help you make the most of your financial assets.

Marshal Scheidt is a renowned finance institution located at 1169 Pittsford Victor Road in Pittsford, New York. With a strong reputation for providing top-tier financial services, Marshal Scheidt is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, wealth management services, or assistance with financial planning, the experienced professionals at Marshal Scheidt are here to provide expert guidance and support. Trust Marshal Scheidt to help you navigate the complex world of finance and secure a prosperous future.

Meltzer & Hill Wealth Advisory is a finance institution located at 63 Hurley Avenue in Kingston, New York, United States. We are dedicated to providing investment planning and wealth management services to the Greater Hudson Valley area, as well as New York City and the Albany-Capital Region. With the use of technology, we are able to serve clients in over 25 states across the country. Our team believes that communication is essential for a successful relationship and financial success. We prioritize building trust through asking the right questions and understanding that there can be multiple correct answers. With decades of experience in developing and executing financial strategies for individuals, families, and corporations, we are here to help and answer any questions you may have.

Ronald J Pompei & Associates is a finance institution located at 150 White Plains Road, Tarrytown, New York, United States. With alarming statistics showing that many Americans are unprepared for retirement, Ronald J Pompei & Associates aims to provide financial guidance and support to help individuals plan for a secure future. As a member of FINRA and SIPC, the institution offers securities through Crown Capital Securities, L.P. It is important to note that the information provided on their website may not be regulated by certain financial authorities, and should not be considered as a recommendation or offer to purchase any product. Clients can access their Pershing account through the institution, and are encouraged to check the background of their investment professional for added assurance. Ronald J Pompei & Associates, along with Crown Capital Securities, L.P., prioritize accuracy and completeness in the information they provide, but accept no liability for any direct or consequential loss arising from the use of this information.

Retirement Plan Consulting Group, located at 150 Motor Parkway, Hauppauge, New York, is a finance institution that specializes in helping individuals plan for their retirement. According to recent statistics, 8 out of 10 workers expect their workplace retirement savings plan to be a significant source of income during retirement. The institution offers securities-related services to residents of specific states in the U.S., and investment products and services are offered through Wells Fargo Advisors Financial Network, LLC. Please note that insurance products are also available through nonbank insurance agency affiliates of Wells Fargo & Company. It is important to be aware that opinions, comments, and actions taken on social media platforms do not necessarily reflect the views of the institution. Additionally, by clicking on certain links, you may be directed to a third-party website that is not affiliated with Wells Fargo Advisors. It is recommended to review the policies and terms of these third-party websites before providing any personal information.

Wall Street Alliance Group, located at 75 Maiden Lane, New York, New York, United States, is a finance institution that specializes in providing competent advice and strategies to help individuals and institutions navigate challenges and seize opportunities in the ever-changing financial environment. With leadership that has been planning for high net worth individuals since 2003, our team offers high-level advisory services in all 50 states. Our broker dealer manages over $86 billion in assets across all clientele. At Wall Street Alliance Group, we understand that each individual's financial situation is unique, which is why we design portfolios tailored to individual circumstances. As an independent firm, we have the flexibility to choose from a variety of investment vehicles to best suit our clients' needs.

Shmuel Paltiel CPA, P.C. is a leading accounting and finance institution located at 114 Austin Street in New York, United States. Specializing in providing value and quality services for small businesses, we offer expert bookkeeping services to help you efficiently manage your finances without the need for a full-time CFO. Our payroll solutions are designed to save you time and allow you to focus on growing your business. In addition to tax compliance, our experienced team proactively recommends tax-saving strategies to maximize your after-tax income. We work throughout the year to minimize your taxes and ensure you take advantage of all available deductions and credits. With today's complex tax laws, it's essential to have the guidance of a professional to navigate the process effectively.

Robert J. Klein CPA is a Certified Public Accounting firm located at 4021 214th Place in New York City, United States. Specializing in accounting and finance services for both small businesses and individuals, we offer taxation expertise and knowledge to help minimize tax liabilities. With over 30 years of experience, our team confidently handles all financial and tax issues that may arise, keeping up-to-date with new tax laws at the federal and state levels. We provide tax return preparation for businesses, estates, trusts, and individuals, ensuring accuracy and minimizing tax liabilities. Our services include year-round financial and tax planning, business entity recommendations, audits, and responses to IRS notices. Clients praise our attentive staff, professionalism, and timely service, making us a trusted choice for tax and financial needs. Contact us for personalized tax guidance and efficient solutions tailored to your unique circumstances.

Merrill Lynch Wealth Management, located at 540 Montauk Highway in West Islip, New York, is a leading finance institution that offers a wide range of services to individuals, families, business owners, executives, and institutions. The experienced advisors at this branch provide personalized financial strategies tailored to each client's unique needs and goals. From retirement planning to estate planning, the advisors at Merrill Lynch Wealth Management are equipped to assist with a variety of wealth management challenges. In addition to financial planning services, the branch is dedicated to giving back to the community through volunteerism and charitable outreach. Employees at Merrill Lynch locations across the country are actively involved in fundraising activities to support local neighborhoods and causes. The institution is committed to maintaining vibrant and healthy communities.

The Coordinated Plan, located at 150 Broadhollow Road in Melville, New York, is a finance institution that offers a wide range of financial services. Founded as the Coordinated Planning Group, our team of professionals is dedicated to providing clients with creative planning techniques that focus on quality, service, and integrity. Our services include Estate Planning, Legacy Planning, Corporate Benefit Arrangements, Business Succession Planning, Asset Allocation Strategies, Wealth Accumulation and Preservation, Retirement and Deferred Compensation Plans, Life Insurance, and Salary Continuation Programs. Our associates are actively involved in industry-related associations to stay up-to-date on the latest trends and best practices.

Jackson Hewitt Tax Service, located at 23861 New York 126 in Watertown, New York, is a finance institution dedicated to helping individuals maximize their tax refunds. While their tax advance loans have ended for the year, their team of Tax Pros is ready to assist you in getting the most out of your return. Whether you prefer in-person tax preparation, drop-off services, or need help with IRS letters, Jackson Hewitt Tax Service has you covered. Their Refund Advance loan option allows you to receive money before your tax refund arrives, providing financial support when you need it most.

Sharon Charles - Thrivent is a reputable finance institution located at 7897 Oswego Road in New York, United States. With a strong commitment to helping individuals and families achieve their financial goals, Sharon Charles - Thrivent offers a wide range of financial services including investment management, retirement planning, and insurance solutions. The experienced team at Sharon Charles - Thrivent is dedicated to providing personalized advice and guidance to each client, ensuring they make informed decisions that align with their long-term objectives. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Sharon Charles - Thrivent is here to help you every step of the way.

Kyle Mumpton - Thrivent is a finance institution located at 7897 Oswego Road in New York, United States. They are licensed in multiple states including AZ, FL, GA, IA, ID, IL, IN, KY, MA, MD, MI, MT, NC, NV, NY, OH, PA, TN, TX, VA, WI, and WV. Licensing information can be found through the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice. Clients are advised to consult their attorney or tax professional for such matters. Thrivent offers advice and guidance through its Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients can also opt for Dedicated Planning Services for written recommendations for a fee.

Jackson Hewitt Tax Service is a finance institution located at 6929 Erie Road in Derby, New York, United States. Our Tax Pros are dedicated to helping you get your biggest refund, even though our tax advance loans have ended this year. You can drop off your tax documents and have a Tax Pro take care of the rest, including a quick call to review your final return and convenient e-signing. A Refund Advance loan is a great option if you need money before your tax refund arrives. While Refund Advance is no longer available this year, Early Refund Advance was offered at select locations from December 11, 2023, until January 14, 2023. No Fee Refund Advance was available at most locations from January 2, 2024, until February 11, 2024.

Winterhalter Wealth Management is a finance institution located at 240 Redtail, Orchard Park, New York, United States. This institution offers investment products and services through Wells Fargo Advisors Financial Network, LLC. Please note that securities-related services may only be provided to residents of certain states listed above. Additionally, insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company. It is important to be aware that opinions, comments, and actions taken on Social Media are those of third parties and may not reflect the views of Winterhalter Wealth Management. Please consult with a financial advisor for more information, as they may not be registered in all states. For individuals residing outside of the U.S., the information provided is for informational purposes only and should not be construed as an offer to participate in any investment. We recommend reviewing the terms and conditions of any third-party websites before entering.

Ed Huber - Thrivent is a finance institution located at 4476 Main Street, Amherst, New York, United States. They offer financial planning services through their Financial Planning Framework, with the option to engage further through Dedicated Planning Services for written recommendations. Licensing information can be found through the State Insurance Department's website. Please note that Thrivent and its financial professionals do not provide legal, accounting, or tax advice. Services may vary by state and not all team members offer all products. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent and securities and investment advisory services offered through Thrivent Investment Management Inc. Visit their website for more information on their services and financial advisors.

Sixt Gerhard & Associates CPA's, PLLC is a trusted accounting and finance institution located at 1075 Davis Road in West Falls, New York, United States. With over four decades of experience, our second-generation family business is dedicated to getting to know our clients on a personal level to tailor our recommendations and achieve the best results possible. We are committed to providing year-round support at every stage of your business or life, combining time-tested values with modern technology to make the process straightforward, convenient, and transparent. As full-time accounting and tax professionals, we are here to assist with your complex, ever-changing financial needs. Our small size allows us to offer individualized attention and decades of experience to each client. Visit our resource library for free tools, calculators, and information that can be useful for individuals and small businesses. Trust Sixt Gerhard & Associates to answer your questions and provide trusted guidance, because that's what helpers do.

Jackson Hewitt Tax Service is a finance institution located at 13 Park Avenue in Lockport, New York, United States. While our tax advance loans have ended for this year, our Tax Pros are still ready to assist you in getting your biggest refund possible. Perfect for those with busy lives, you can simply drop off your tax documents and a Tax Pro will take care of the rest, including a quick call to review your final return and convenient e-signing. A Refund Advance loan is a loan that is repaid with your tax refund, providing you with the opportunity to access money before your tax refund arrives, especially when the IRS may take weeks to send it to you. While Refund Advance is no longer available this year, Early Refund Advance was available at select locations from December 11, 2023, until January 14, 2023, and No Fee Refund Advance was available at most locations from January 2, 2024, until February 11, 2024.

Jackson Hewitt Tax Service is a finance institution located at 33 North Main Street in Albion, New York, United States. Our Tax Pros are dedicated to helping you get your biggest refund, even though our tax advance loans have ended this year. Drop off your tax documents and let a Tax Pro take care of the rest, including a quick call to review your final return and convenient e-signing. A Refund Advance loan is a great option for those who need money before their tax refund arrives. While Refund Advance is no longer available this year, Early Refund Advance was offered at select locations from December 11, 2023, until January 14, 2023, and No Fee Refund Advance was available at most locations from January 2, 2024, until February 11, 2024.

Jackson Hewitt Tax Service, located at 419 West Main Street in Batavia, New York, is a finance institution dedicated to helping you get your biggest refund. Although tax advance loans are no longer available this year, our Tax Pros are ready to assist you with in-person or drop-off tax preparation services. Our Refund Advance loan option allows you to receive money before your tax refund arrives, providing a convenient solution for those who need funds sooner. We recommend booking an appointment online or calling (585) 343-0555 to reserve time with a Tax Pro, or you can walk in without an appointment at our office. Trust Jackson Hewitt Tax Service for all your tax needs - when every dollar matters, it matters who does your taxes™.

John Prouty - Thrivent is a finance institution located at 123 Hale Haven Drive, Hilton, New York, United States. Licensing for insurance products can be obtained through the State Insurance Department's website. Thrivent and its financial professionals offer advice and guidance through their Financial Planning Framework, with the option to engage in Dedicated Planning Services for written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products, securities, and investment advisory services through Thrivent Investment Management Inc. Licensed agents and producers at Thrivent provide these services, with only financial advisors credentialed to offer investment advisory services. Visit Thrivent.com or FINRA's Broker Check for more information on their financial advisors and professional designations.