Best Financial Advisors in Clay, NY

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

Quickline Capital Partners

Quickline Capital Partners

(50)
  • Rental
  • Happy
  • Funding
“I've been working with Victoria for over a year she has done multiple mortgages she's very knowledgeable efficient and always one phone call away for any questions.”
In Business Since 2013
Offers Financing Options
Serving Clay Area
i
CNY Drives

CNY Drives

(42)
“Took about 2 weeks from the test drive to pickup and that was due to my concerns with things needing fixing/ being looked at and everything was taken care of.”
In Business Since 2015
CARFAX, CARFAX Certified
5715 E Taft Rd, Syracuse, NY
i
Krueger Advisors

Krueger Advisors

(21)
  • Questions
  • Future
  • Retirement
“I am especially grateful for your responsiveness, personalized approach and ability to understand my needs and tailor a plan that is both realistic and effective.”
In Business Since 2018
Serving Clay Area
i
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
Grossman Saint Amour Cpas

Grossman Saint Amour Cpas

(13)
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
Arabella Wealth Advisors

Arabella Wealth Advisors

(10)
  • Financial Advice
“He has a wide range of knowledge of different types of investment accounts and is easy to reach to discuss changes in the market and my investment goals.”
In Business Since 2011
Licensed
120 E Washington St, Syracuse, NY
i
Scott Gibbens Group

Scott Gibbens Group

(3)
Ecommerce, Website Design
“Great to work with, responds very quickly if I have any questions.”
Remote Consultations Available
Transparent Fees & Pricing
In Business Since 2015
Licensed
Serving Clay Area
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Cusano & Associates

Cusano & Associates

(3)
Other Individuals Services, Other Business Services, ERP Software Implementations
“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
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Financial Quest

Financial Quest

(5)
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
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Blue Water Capital Management

Blue Water Capital Management

(4)
Investment Management, For Financial Advisors, For Individuals
“They recently helped us set up a retirement plan for our employees and provided top notch customer service and education for both the administrative team and all participating employees.”
In Business Since 2014
507 Plum St #102, Syracuse, NY
i
Accredited Business Consultants

Accredited Business Consultants

Certified Divorce Financial Analyst (Cdfa), Strategic Planning, Business Valuation Services
“Accredited Business Consultants provides extensive experience in profit planning, debt restructuring, fraud prevention, detection and control, fraud examination, business valuation for buy/sell, mergers and acquisitions, matrimonial support litigatio...”
In Business Since 2009
Transparent Fees & Pricing
2572 Erie Blvd E, Syracuse, NY
i
Retirement

Retirement

(2)
Behavioral 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
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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
Rialto Wealth Management

Rialto Wealth Management

(2)
Insurance, Estate/Legacy Planning, Comprehensive Planning
“As a fee-only fiduciary, I trust their advice completely, knowing they're focused on my best interests.”
In Business Since 2022
126 N Salina St Suite 404, Syracuse, NY
i
IBN Financial Services

IBN Financial Services

(1)
Back Office Staff, Financial Advisors
“Very professional, knowledgeable & comfortable.”
In Business Since 1999
Serving Clay Area
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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
400 Spencer St, Syracuse, NY
i
Rockbridge Investment Management

Rockbridge Investment Management

(3)
  • Team
“We cannot say enough about the Rockbridge Investment team - these professionals have guided us for almost 30 years now on the best ways to maximize our personal and business investments.”
In Business Since 2011
220 S Warren St, Syracuse, NY
i
Diversified Wealth Strategies

Diversified Wealth Strategies

(2)
“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
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One K Group

One K Group

(1)
“Ratings and reviews1260...”
In Business Since 2006
Emergency Services
Serving Clay Area
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Tucker Haskins & Associates

Tucker Haskins & Associates

(1)
“If you're seeking a financial planner; be sure to check them out!!”
In Business Since 2003
6564 Ridings Rd, Syracuse, NY
i
Retirement Consulting Group

Retirement Consulting Group

(1)
“He and his partner Ron take the time to make sure I understand the information they are presenting and are not pushy.”
In Business Since 2016
CFP Certified
890 E Brighton Ave, Syracuse, NY
i
Dannible & McKee

Dannible & McKee

“The Dannible & McKee team offers a unique combination of knowledge, expertise, experience, dedication and service that can always deliver the best answers…answers that you can rely on to make sound financial decisions. And as members of”
In Business Since 1986
LLP Certified
221 S Warren St # 500, Syracuse, NY
i
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
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
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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.

Why these companies made our list

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