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The Strebel Planning Group
- Tax
“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.”
Best Financial Advisors in Ithaca, NY
24 firms listed · 9 in Ithaca · 1 open weekends · 15 rated 4.5+
Data verified October 21, 2026
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Sciarabba Walker & Co.
“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
- 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
“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
“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
The 24 firms listed for Ithaca, 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: Ithaca, NY
Of the 24 firms we list here, 9 are in Ithaca itself and 15 come from towns including Elmira (4, 29 mi), Cortland (3, 20 mi) and Endicott (2, 33 mi). 17 of the firms on this page have a rating, from 3.8 to 5.0 across 95 reviews; 15 are rated 4.5 or higher. 1 is open on weekends. 1 has a BBB rating of A or A+. Domain records put 19 websites of the firms on this page at ten or more years old; the oldest dates from 1998. 1 offers payment plans and 1 offers a free initial consultation. We have a website on file for 23 of the firms on this page; 16 publish a contact page; 18 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.
Why are financial advisers outside Ithaca listed here?
9 of the 24 firms are located in Ithaca. The others come from other towns within 40 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
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Anchor Capital Management
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Financial Designs Wealth Strategies
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Cornell Pochily Investment Advisors
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The Accounting Firm of S.J. Julian & Co.
- Team
“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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Upskill Wealth Management
- 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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Williams Capital Corporation
“I have used Williams Capital Corporation for my business and personal taxes for several years now.”
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Valicenti Advisory Services
“Great people to do business with.”
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Mustico Financial Group
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Aspire Financial Group
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David Allen LPL Financial
“Of the nicest people you will ever meet”
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Cheevers Hand & Angeline
“Easily explains how it works, always has follows up on a question”
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Stewart Advisory Services
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M. A. Neal Financial Services
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Finger Lakes Financial Group
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Fresh Start Financial
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Wall Street On Court Street: James Nunciato
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Lake Road Advisors
- Team
- Resources
- Plan
“Providing me with references to Modern Monetary Theory to help explain current economic trends and also taking the time to go back to the basics of investing like the benefits of long term investments and diversification help us understand their inve...”
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Johnson Lauder & Savidge
“Dan and his associates corrected several errors from previous years and took care of making sure that everything was done perfectly for my 2 year old small business.”
Retirement Planning and Investment Management Services in Ithaca, NY Cost Estimates
Minimum cost
$1000
Maximum cost
$8500
National Average
$3000
Avg Per Hour Rates
$300
$2000
$5500
Average price range is based on 491 cost profiles
Why these companies made our list
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