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Steven R. Jones, CPA
NY Special Education, Non-Profit Organizations, Services For Individuals
“Richard Schaeffer”
Best Financial Advisors in Schenectady, NY
The highest-rated Financial Planning & Wealth Management companies out of 148 vetted & reviewed in the Schenectady area.
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Mark D Witecki CPA CFP CFE EA Ccps Cdfa
Tax Preparation, Enrolled Agent
“With Mark's endless list of credentials, and his previous experience as an auditor, I cant image anyone having superior knowledge in how to properly navigate the ever changing tax code, and do so in a way that puts one at ease knowing it was done cor...”
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Sicilia & Associates
“Very friendly and professional service.”
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Del-Sette Capital Management
“They now have my trust and commitment and although they taught me to understand patience, I am thankful for their patience with me and my cynical and often skeptical ways.”
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Herweyer Financial
Medicare Assistance, Tax Planning, Planning and Investment Management Services
“When you're first starting out, financial planning and wealth management can feel like navigating uncharted waters. Luckily, you don't have to set out alone. With years of experience, I can help you identify your goals, manage risk, and weather any s...”
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Cash Flow With Benefits
Business Growth, Life Event Planning, Retirement Planningfull Description »
“We focus on the specific asset of dividend-paying, whole life insurance from mutual insurance companies 100 years old or more. Working with clients to address the banking function, how money flows in and out of your control. Ensuring that your goals ...”
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Wealth Advisory Group
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Greenbush Financial Group
- Information
- Videos
- Social Security
“I am not a client, but came across an informational piece Michael had written about 'When To File For Social Security' - the article was so helpful, and the only source of accurate information I could find online that wasn't charging $400 - $1,400 fo...”
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Monthie Law Firm
Asset Protection Trusts, Medicaid Planning and Application, Tax Advisement
“I found Phil to be extremely professional, congenial and knowledgeable, He took the time to get to know me personally and was very respectful of my time as well as understanding what was best for me in my estate planning.”
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Capable Wealth
- Future
- Questions
- Knowledge
“He issued us each a survey to complete where we asked questions about our individual relationships with money, our goals, and what we would do if we learned we had only a few months to live.”
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Pratt & Associates
Business Services, Tax Services, Services For Quickbooks
“Add other circumstances to the situation, I would never be able to do my own taxes.”
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Rosemont Financial Group
Individuals & Families, Corporations & Businesses
“I honestly was not very savvy when it came to financial planning and needed someone that was not only knowledgeable but also friendly and patient enough to answer all of my questions.”
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Discount Edgar
Xbrl/Ixbrl Tagging, Ownership Forms, Newswire
“They also provide secondary review of my EDGAR documents for accuracy at no extra charge.”
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T M Byxbee Company Cpas NY
Business Services, Tax Services, Quickbooks Services
“Tom Gessick is a true expert in his field, and his knowledge and experience have been invaluable in helping me navigate complex tax and accounting issues.”
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John Gigliello, Albany Financial Group
Comprehensive Financial Planning, Tax Planning & Resources, Medicare Planning
“He is not only professional and good with helping me with investing, but the entire staff is kind and makes me feel like family.”
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Hinman Straub
Corporate Law and Commercial Real Estate, Estates and Financial Planning, Government Relations
“Samantha Whitney Bryant is the best, very thorough and such a pleasant person.”
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Warrior Credit Services
Dealerships, Why Us?, Credit Facts
“Use them for my divorce was very helpful knowledgeable went above and beyond to help me I actually hired them for two other services I can think of a better place to be with more trusted and caring people”
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Gabriele Bottini & Associates Cpa's
Business Services, Tax Services, Quickbooks Services
“But I have been a financial planner for 43 years without a doubt this group of CP As is the best I have ever worked very professional office and mannerism is impeccable”
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Sgroi Wealth w/ Broadway Advisor Group
Retirement Planning, Tax Aware Investing, Estate & Legacy Planning
“You can trust them for competent financial advice, consultation, service and/or referral to the appropriate professional financial or other financial services provider to meet”
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Bell Financial
“Positive Responsiveness, Quality, Professionalism, Value”
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Wise Financial
- Retirement
- Team
- Meetings
“Showed me strengths and weaknesses of multiple plans and places in which I could invest, which I highly search for and respect as I like to see all of my possibilities the good and the bad so I can determine what is truly best.”
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Pioneer Wealth Management
“For more than 130 years, Pioneer has been providing financial, insurance, and employee benefit solutions to NY's Greater Capital Region.”
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Simmons Capital Group
“I have always appreciated their candid and honest advice when it came to the funds they managed for me.”
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Zalucki & Halstead
“Nothing strikes fear in the hearts of people more than receiving an IRS Audit letter in the mail. Audits take significant time away from your business and family, requiring you to gather mounds of records substantiating each and every item reported o...”
Retirement Planning and Investment Management Services in Schenectady, NY Cost Estimates
Minimum cost
$1089
Maximum cost
$9251
National Average
$3266
Avg Per Hour Rates
$327
$2177
$5986
Average price range is based on
424 cost profiles
Why these companies made our list
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