Best Financial Advisors near Clay, NY

There are no firms listed in Clay itself yet; the 24 below are the closest options, from towns including Syracuse (14, 10 mi), Camillus (3, 10 mi) and Liverpool (2, 5 mi).

1 open 24/7 · 2 open weekends · 22 rated 4.5+ · 1 shows a license

Data verified October 18, 2026

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
Syracuse, NY · 10 mi from Clay
i
D J Puff Advisors Group

D J Puff Advisors Group

In Business Since 2001
BBB Rating: A+
Camillus, NY · 10 mi from Clay
i
Grossman Saint Amour Cpas

Grossman Saint Amour Cpas

(13)
  • Organization
“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 2014
Accepts All Major Credit Cards
Syracuse, NY · 10 mi from Clay
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
Syracuse, NY · 10 mi from Clay
i
Financial Quest

Financial Quest

(5)
  • Questions
  • Team
“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
Syracuse, NY · 10 mi from Clay
i
Blue Water Capital Management

Blue Water Capital Management

(4)
  • Education
“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 2015
Syracuse, NY · 10 mi from Clay
i

The 24 firms listed for Clay, NY provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.

Area overview: Clay, NY

23 of the 24 firms on this page have a rating, from 4.4 to 5.0 across 113 reviews; 22 are rated 4.5 or higher. 1 is open around the clock; 2 are open on Saturdays and 1 on Sundays. The services the firms on this page list most often on their websites are investment management (3), retirement planning (3), estate planning (2), insurance (2) and our firm (2). 1 shows a license on its website; 1 lists staff certifications (CFP) and 1 has a BBB rating of A or A+. Domain records put 21 websites of the firms on this page at ten or more years old; the oldest dates from 1998. 1 offers urgent consultations. We have a website on file for all 24 of the firms on this page; 23 publish a contact page; 22 list a public email and 5 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.

Do firms listed for Clay take financial planning bookings online?

5 of the 24 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.

Accredited Business Consultants

Accredited Business Consultants

In Business Since 2009
Transparent Fees & Pricing
Syracuse, NY · 10 mi from Clay
i
Retirement

Retirement

(2)
“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
Syracuse, NY · 10 mi from Clay
i
OMC Financial Services

OMC Financial Services

(2)
“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 1985
Syracuse, NY · 10 mi from Clay
i
Rialto Wealth Management

Rialto Wealth Management

(2)
  • Fiduciary
“As a fee-only fiduciary, I trust their advice completely, knowing they're focused on my best interests.”
In Business Since 2022
Syracuse, NY · 10 mi from Clay
i
IBN Financial Services

IBN Financial Services

(1)
“Very professional, knowledgeable & comfortable.”
In Business Since 1999
Liverpool, NY · 5 mi from Clay
i
Planned Results

Planned Results

In Business Since 1996
Syracuse, NY · 10 mi from Clay
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 2012
Syracuse, NY · 10 mi from Clay
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 2012
East Syracuse, NY · 12 mi from Clay
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
Syracuse, NY · 10 mi from Clay
i
One K Group

One K Group

(1)
“Ratings and reviews1260...”
In Business Since 2006
Emergency Services
Fayetteville, NY · 13 mi from Clay
i
Tucker Haskins & Associates

Tucker Haskins & Associates

(1)
“If you're seeking a financial planner; be sure to check them out!!”
In Business Since 2003
Syracuse, NY · 10 mi from Clay
i
Mario Bottoni, CPA

Mario Bottoni, CPA

(2)
“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
Manlius, NY · 16 mi from Clay
i
The Carta Group

The Carta Group

In Business Since 2002
Syracuse, NY · 10 mi from Clay
i
Highpoint Advisors

Highpoint Advisors

(1)
“Very pleased with High Point Advisors”
In Business Since 2012
East Syracuse, NY · 12 mi from Clay
i
Connell Financial Group

Connell Financial Group

(1)
“We highly recommend Connell Financial Group.”
In Business Since 2003
Camillus, NY · 10 mi from Clay
i
The Terzolo Financial Group

The Terzolo Financial Group

In Business Since 2013
Accepts All Major Credit Cards
Camillus, NY · 10 mi from Clay
i
Dunuwila Wealth Management

Dunuwila Wealth Management

(8)
“I never thought i would be that comfortable talking to a financial advisor - but, Brendan somehow makes you feel at ease and comfortable asking any question you have.”
In Business Since 2014
Fayetteville, NY · 13 mi from Clay
i
Syracuse Wealth Management

Syracuse Wealth Management

(8)
  • 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
Liverpool, NY · 5 mi from Clay
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.

Why these companies made our list

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