Best Financial Advisors near Clay, NY

There are no firms listed in Clay itself yet; the 15 below are the closest options, from towns including Syracuse (9, 10 mi), Liverpool (3, 5 mi) and Camillus (2, 10 mi).

1 open weekends · 13 rated 4.5+ · 1 shows a license

Data verified October 18, 2026

Grossman Saint Amour Cpas

Grossman Saint Amour Cpas

4.6 19 reviews
“Grossman was very receptive to my personal situation—he thoroughly addressed the steps someone just starting out needed to take to sure up their financials while also addressing more complicated investment strategies I would need in the future.”
Since 1957
Syracuse, NY · 10 mi from Clay
i
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Orla Wealth Management

Orla Wealth Management

4.7 21 reviews
“Gonna be a very big help with with what I need help with definitely will recommend to others”
Free consultationSince 2018
Syracuse, NY · 10 mi from Clay
i
Main Street Wealth Management

Main Street Wealth Management

5.0 2 reviews
“In my business dealings with Rob Just, I have found him trustworthy, caring, thoughtful, and an expert in handling finances.”
Free consultationSince 2019Prices online
Liverpool, NY · 5 mi from Clay
i
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Arabella Wealth Advisors

Arabella Wealth Advisors

5.0 10 reviews
“David and his team offer outstanding personal and professional sound financial advice.”
California license #0N09510Serves SyracuseSince 2011
Syracuse, NY · 10 mi from Clay
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Financial Quest

Financial Quest

5.0 5 reviews
“If you are looking for a financial Advisor , I highly recommend Greg Boshart and team.”
Serves AZ, FL +8Since 2016
Syracuse, NY · 10 mi from Clay
i
Accredited Business Consultants

Accredited Business Consultants

Since 2009Prices online
Syracuse, NY · 10 mi from Clay
i

The 15 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

14 of the 15 firms on this page have a rating, from 4.2 to 5.0 across 109 reviews; 13 are rated 4.5 or higher. 1 is open on Saturdays. 1 shows a license on its website. Domain records put 11 websites of the firms on this page at ten or more years old; the oldest dates from 1998. 1 offers a free initial consultation. We have a website on file for all 15 of the firms on this page; 13 publish a contact page; 13 list a public email and 4 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?

4 of the 15 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.

Rialto Wealth Management

Rialto Wealth Management

5.0 3 reviews
“As a fee-only fiduciary, I trust their advice completely, knowing they're focused on my best interests.”
Serves New YorkSince 2022
Syracuse, NY · 10 mi from Clay
i
IBN Financial Services

IBN Financial Services

4.2 1 review
Since 1999
Liverpool, NY · 5 mi from Clay
i
Planned Results

Planned Results

Since 1996
Syracuse, NY · 10 mi from Clay
i
Book onlineBook
Rockbridge Investment Management

Rockbridge Investment Management

5.0 3 reviews
“The advisors at Rockbridge are extremely knowledgeable and professional.”
Since 1991
Syracuse, NY · 10 mi from Clay
i
Syracuse Wealth Management

Syracuse Wealth Management

5.0 12 reviews
“Adding the attentiveness and the professionalism of the Syracuse Wealth Management team, is only a plus.”
Since 2019
Liverpool, NY · 5 mi from Clay
i
Tucker Haskins & Associates

Tucker Haskins & Associates

5.0 2 reviews
“If you're seeking a financial planner; be sure to check them out”
Since 2003
Syracuse, NY · 10 mi from Clay
i
Book onlineBook
The Terzolo Financial Group

The Terzolo Financial Group

5.0 3 reviews
“Most reliable sources to do business with!”
30+ years
Camillus, NY · 10 mi from Clay
i
Connell Financial Group

Connell Financial Group

5.0 1 review
“We highly recommend Connell Financial Group.”
Since 2003
Camillus, NY · 10 mi from Clay
i
Marathon Financial Advisors

Marathon Financial Advisors

5.0 4 reviews
“I find the staff at Marathon Financial to be all you would expect from a successful investment service.”
Since 2015
East Syracuse, NY · 10 mi from Clay
i

Why these companies made our list

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