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The Strebel Planning Group

(8)

Insurance AND Asset Protection/Risk Management, Investment & Wealth Management, Comprehensive Financial Planning

“It took a few months to gather all of the documentation and they were in constant contact with me, checking in to be sure I had the information needed.”

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Sciarabba Walker & Co.

(7)

Assurance, Practice Areas, Consulting

“We have always been a been able to count on them to keep us out of trouble and help us get through the challenging times!”

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Ithaca Wealth Management

(5)

Philosophy
Portfolio
Financial Advisor

“He is responsive in answering my questions, takes time to connect with me outside of regular business hours due to my busy schedule, and offers a very fair price when compared to other financial advisors I was initially considering.”

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Fingerlakes Wealth Management

(3)

“I have worked with them for years, and always receive wise advice for my present and future circumstances which change every year.”

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Merryfield Barnes

(3)

“A small firm started by people with ethics who did not want to be pressured by the big firm boss in to selling you financial products that aren't right for you”

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Tompkins Financial Advisors

Trusts & Estates, Wealth Management, Banking & Insurance

“Our experienced advisors offer a customized financial strategy to help you meet your goals. With our team-based approach, you're never limited to just one opinion – so you can be confident in our comprehensive approach to set your financial goals in ...”

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Cfcu Wealth Management

Education Planning, Guided Wealth Portfolios, Retirement Planning

“In choosing to work with us, our goal is to always work in your best interest, invest in getting to know you and your unique set of financial circumstances, be your partner and advocate, appreciate you as a valued member of our community, and most im...”

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The Labourdette Financial Group of WFA

“In short, high-net worth families, and the businesses and institutions they've built and serve. We take a whole-of-wealth approach that is guided by the goals and values of your family, your business, and/or your non-profit. Together, we will make se...”

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Anchor Capital Management

“Sevasti Balafas, CFA, CEO, and Founder of GoalVest, boasts an impressive track record, having advised on over $4 billion in assets and assisting over 700 families. Her wealth of experience spans two decades, catering to ultra-high net worth and high ...”

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Financial Designs Wealth Strategies

Estate Planning, Businesses: Executive Benefit Planning, Financial Advising

“We understand that financial guidance is about more than just money. It's about appreciating who you are and what you want in life. Then working with you to design a comprehensive, personalized financial strategy that fits your goals today and your v...”

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Natural Investments

“The term Impact Investing is used whena beneficial, social, or environmental impact is measured along side a financial return. Socially responsible and impact investing seeks out well-managed, forward-thinking organizations with the thought that they...”

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Cornell Pochily Investment Advisors

“Whether you are just starting out or have an established investment plan, we provide investment management services to clients utilizing individualized portfolios constructed to best serve their goals and needs.”

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The Accounting Firm of S.J. Julian & Co.

(7)

Business Services, Tax Services, Services For Individuals

“Sal, Austin, Buzz, and Cathy have always been prompt, professional, and kind, consistently steering me in the right direction when it comes to my finances.”

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Conrad Associates

(39)

Knowledge
Stress
Payroll

“Having bounced around between a few different accounting firms in my life I can honestly say I have never experienced such knowledge, availability and professionalism from an accountant.”

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Burkin's Tax & Accounting

(25)

Business Formation (Llc, Corporation), IRS Representation, NON Resident Alien TAX Filings

“My spouse and I had always used H&R Block in the last 5 or 6 years for their in-person and online services until Bryan introduced us to this new company of Burkin's Tax and Accounting.”

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Upskill Wealth Management

(9)

Taxes
Knowledge
Questions

“I have known Bret Hartman for many years, we worked together In the past at a financial institution and referred a lot of business to each other.”

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Peretore Accounting

(1)

“I have been going to Peretore Accounting for several years now, the staff is totally amazing!”

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Chemung Canal Trust Company

(13)

Business Mobile Banking, Lock Box Service, Remote Deposit Capture

“For as long as I can remember the staff at CCTC has always been friendly and helpful.”

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GWH Wealth Advisors

Accounting & Taxes, Wealth Management

“At GWH we offer a comprehensive set of accounting, tax, financial planning, and advisory services to individuals and businesses. Our team utilizes a multidisciplinary approach, informed by extensive industry knowledge and enhanced by creative, out-of...”

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Williams Capital Corporation

(1)

“I have used Williams Capital Corporation for my business and personal taxes for several years now.”

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Valicenti Advisory Services

(1)

“Great people to do business with.”

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Aspire Financial Group

“Teaching is no easy profession, and we are aware of how hard educators work and how important their job is. Just as important, is making sure those professionals are set up for as much success as they prepare their students for when it comes time for...”

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Great Credit Card Processing

(18)

Fee

“After being in business for almost 25 years I have FINALLY found a credit card processing agent that I can count on to treat me like my business is VERY important to him.”

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David Allen LPL Financial

(1)

Sian Matt, Investment Advisor Representative, Sandra Root, Practice Administrator, David Allen, Registered Securities Principal

“Of the nicest people you will ever meet”

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Average Cost	$3000
Minimum cost	$1000
Maximum cost	$8500
Avg Per Hour Rates	$300

Best Financial Advisors in Ithaca, NY

The highest-rated Financial Planning & Wealth Management companies out of 151 vetted & reviewed in the Ithaca area.

The Strebel Planning Group

Sciarabba Walker & Co.

Ithaca Wealth Management

Fingerlakes Wealth Management

Merryfield Barnes

Tompkins Financial Advisors

Cfcu Wealth Management

The Labourdette Financial Group of WFA

Anchor Capital Management

Financial Designs Wealth Strategies

Natural Investments

Cornell Pochily Investment Advisors

The Accounting Firm of S.J. Julian & Co.

Conrad Associates

Burkin's Tax & Accounting

Upskill Wealth Management

Peretore Accounting

Chemung Canal Trust Company

GWH Wealth Advisors

Williams Capital Corporation

Valicenti Advisory Services

Aspire Financial Group

Great Credit Card Processing

David Allen LPL Financial

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

Why these companies made our list

Wealth Management Advisors near Ithaca

Popular in Ithaca