Best Financial Advisors in Clay, NY

“Rob is very knowledgeable about many facets of financial markets, investments, retirement planning, goals, and the importance of tax considerations too.”

“Mike takes his time explaining all options so you can make the most informed decisions for managing your account.”

“Doug and Geoff are very knowledgeable, able to navigate the markets to provide the best return on my investment.”

“The Best”

“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.”

“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!”

“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.”

“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.”

“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.”

“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.”

“I'm relieved and appreciative that my daughter is learning new habits and mindset that will assist in leading her down a prosperous path”