Clay, NY

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Clay, NY
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Best Financial Advisors in Clay, NY

The highest-rated Financial Planning & Wealth Management companies out of 170 vetted & reviewed in the Clay area.

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D J Puff Advisors Group

D J Puff Advisors Group

Employer Retirement Plans, Ira/Ira Rollover, Get Started
“Whether you are planning for retirement, protecting your resources from life's risks, or building wealth for your future, DJPuff Advisors Group, Inc. can help craft, and implement a custom strategy that will get you were you want to go!”
In Business Since 2004
Licensed, BBB Rating: A+
Serving Clay Area
i
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Quickline Capital Partners

Quickline Capital Partners

(10)
“Tim and his staff are extremely professional, and understand all aspects of lending.”
Free Initial Consultation
Offers Financing Options
In Business Since 2013
Transparent Fees & Pricing
Serving Clay Area
i
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Grossman Saint Amour Cpas

Grossman Saint Amour Cpas

(11)
TAX, Accounting & Auditing, Consulting
“Adam Panek and Elizabeth Gardner have been life savers and often answer the endless questions ( big and small) very quickly and make sure I meet all my deadlines well ahead of schedule.”
In Business Since 2016
Accepts All Major Credit Cards
110 W Fayette St #900, Syracuse, NY
i
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Arabella Wealth Advisors

Arabella Wealth Advisors

(9)
“It is wonderful to speak with your advisor as soon as you phone rather than dealing with 3 to 5 computer voice prompts and still not reach a human being!”
In Business Since 2011
Offers Financing Options
120 E Washington St, Syracuse, NY
i
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Cusano & Associates

Cusano & Associates

(3)
Bank Financing, Buy Quickbooks and Save, IRS Levies
“I never did business with them personally but Paul Cusano and I were in the same high school together.”
Offers Financing Options
Transparent Fees & Pricing
In Business Since 2014
Accepts All Major Credit Cards
Serving Clay Area
i
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Financial Quest

Financial Quest

(6)
Taxes, Lifestyle, Helping You Retire When You Want
“Being under the umbrella of Seneca Savings also brings more added value as we can utilize the experience of the banks staff to help our business and individual clients with their unique banking needs.”
In Business Since 2016
925 State Fair Blvd, Syracuse, NY
i
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Sinopoli & Sinopoli, Cpas

Sinopoli & Sinopoli, Cpas

Tax Planning, Estate & Trust Tax Services, Corporate and Partnership
“A hallmark of our firm is our industry-specific tax and accounting knowledge. We work with a wide variety of clients, including professionals in the medical, dental, financial, architectural, and engineering industries. Additionally, we understand th...”
Offers Financing Options
Transparent Fees & Pricing
In Business Since 1953
Licensed, BBB Rating: A+
Serving Clay Area
i
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Planned Results

Planned Results

Services, Services
“We believe that financial advisory services should be shaped by the unique needs of each client we serve, from individuals to families to high-caliber institutions. Our personal approach and robust capabilities enable us to create customized investme...”
In Business Since 1997
Family Business
400 Spencer St, Syracuse, NY
i
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Blue Water Capital Management

Blue Water Capital Management

(2)
Investment Management, For Financial Advisors, For Individuals
“BWCM has been managing my Roth and 401k plans for a few years now---they are extremely knowledgable about the markets and I love how educational they are.”
In Business Since 2016
507 Plum St Suite 102, Syracuse, NY
i
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Retirement

Retirement

(2)
Behavorial Finance Advisor, Strategies For Income Protection, Professional Cash Flow Analysis
“They keep me well informed of what's happening with my investments and offer suggestions and guidance that can lead to a better future for me.”
In Business Since 2013
892 E Brighton Ave, Syracuse, NY
i
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OMC Financial Services

OMC Financial Services

(2)
IRA Rollover, Estate Planning, Investment Management
“It was extremely important to get the right professional advice to protect our children, so in our case these were very important and complex documents which Shanaz Niazi, the Will and Protection Advisor at IMC, advised us upon and guided us through.”
In Business Since 1988
5789 Widewaters Pkwy # 10, Syracuse, NY
i
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Hill & Associates Financial Services

Hill & Associates Financial Services

(1)
Products/Offerings, Planning Process
“I'm relieved and appreciative that my daughter is learning new habits and mindset that will assist in leading her down a prosperous path”
In Business Since 2016
5793 Widewaters Pkwy, Syracuse, NY
i
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Brackens Financial Solutions Network

Brackens Financial Solutions Network

Why Brackens Financial Solutions?
“Retirement, planning for a new child or starting a new business are all significant milestone in one's life. Our mission is to help make such events more manageable and less stressful by building a personalized financial strategy and offering ongoing...”
In Business Since 2019
Licensed, BBB Rating: A+
250 S Clinton St Suite 110, Syracuse, NY
i
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The Terzolo Financial Group

The Terzolo Financial Group

Cetera Investment Management, Market Perspectives
“Any organization may be nominated and the organization with the most votes is selected to be a finalist. A winner is chosen by the readers online votes. Qualification for the contest was not determined by quantitative measures, client returns, or per...”
Remote Consultations Available
In Business Since 2015
Accepts All Major Credit Cards
Serving Clay Area
i
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Syracuse Wealth Management

Syracuse Wealth Management

(7)
  • CPA
“The things I want most from the people I use to help manage my money are advice, trust, responsiveness and caring - Bobby Antonacci delivers all that and more - let him go to work for you!”
In Business Since 2019
Serving Clay Area
i
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Rockbridge Investment Management

Rockbridge Investment Management

(1)
“Would trust my retirement in their hands!”
In Business Since 2011
220 S Warren St, Syracuse, NY
i
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Diversified Wealth Strategies

Diversified Wealth Strategies

(1)
“I consider him a friend who cares about me and is always available when I need to contact him.”
In Business Since 2013
5760 Commons Park, East Syracuse, NY
i
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MJC Financial Services

MJC Financial Services

“Most importantly, we hope you see the value in working in a trusted, professional relationship to pursue your financial goals as well as learn more of who we are at MJC Financial Services.”
In Business Since 2006
2201 James St, Syracuse, NY
i
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Quest Financial Services

Quest Financial Services

(2)
Affiliated Offices, We Are Committed
“Mike takes his time explaining all options so you can make the most informed decisions for managing your account.”
In Business Since 2017
Serving Clay Area
i
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One K Group

One K Group

“The One K Group provides strategic consulting and project management support to companies doing business in South East Asia. We deliver actionable strategies and tangible results for global leaders in telecommunications, logistics, security/surveilla...”
In Business Since 2006
Emergency Services
Serving Clay Area
i
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Mario Bottoni, CPA

Mario Bottoni, CPA

(2)
Payroll, Bookkeeping Services, Financial Planning
“If you are a small business owner and need a full service accounting firm, give Mario a try and you will not be disappointed.”
In Business Since 2015
Serving Clay Area
i
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The Carta Group

The Carta Group

“A premier fee-based financial planning firm that can help chart your course toward a more comfortable future. We believe that it's not only our responsibility to help make the most of your income and assets, but also to help you make the most of your...”
In Business Since 2002
5790 Widewaters Pkwy #100b, Syracuse, NY
i
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Highpoint Advisors

Highpoint Advisors

(1)
Long Term Care Planning, Holistic Financial Planning, Estate Planning
“Very pleased with High Point Advisors”
In Business Since 2012
Serving Clay Area
i
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Upstate Financial Network

Upstate Financial Network

(1)
Life Insurance Quote, Retirement Planning, Investment Management
“So grateful to now have a life insurance plan that works for my family.”
In Business Since 2016
Serving Clay Area
i

Retirement Planning and Investment Management Services in Clay, NY Cost Estimates

Minimum cost
$1068
Maximum cost
$9073
National Average
$3202
Avg Per Hour Rates
$321
$2135
$5871
Typical price range is based on 403 cost profiles
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Average Cost $3202
Minimum cost $1068
Maximum cost $9073
Avg Per Hour Rates $321

Typical range $2135 to $5871 is based on 403 cost profiles.

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