Herweyer Financial
“He is open to our questions and ideas, and addresses all the angles of a situation in order for me and my wife to make a smart and knowledgeable decision.”
Best Financial Advisors in Schenectady, NY
15 firms listed · 4 in Schenectady · 2 open weekends · 14 rated 4.5+
Data verified October 21, 2026
Mark D Witecki CPA CFP CFE EA Ccps Cdfa
“Very good explanation on your tax returns and also very well mannered and very clean environment.”
Sicilia & Associates
Del-Sette Capital Management
“I've been working with Bill and Brent for a few years and it's been a wonderful experience.”
Wealth Advisory Group
“However after a couple no show meetings, being ghosted when I reached out to them to reschedule, I cannot recommend them as a professional service”
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Greenbush Financial Group
“I highly recommend you take a look if you are in search of a new investment team or are just looking for the first time!”
The 15 firms listed for Schenectady, 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: Schenectady, NY
Of the 15 firms we list here, 4 are in Schenectady itself and 11 come from Albany (6, 11 mi), Latham (3, 8 mi) and Clifton Park (2, 9 mi). The firms on this page are rated from 4.3 to 5.0 across 406 reviews; 2 have 50 or more reviews and 14 are rated 4.5 or higher. 2 are open on Saturdays. 9 have ten or more years of experience, the longest 38 years. 1 offers payment plans; 1 offers a free initial consultation and 1 is family- or locally-owned. We have a website on file for 14 of the firms on this page; 14 publish a contact page; 12 list a public email and 2 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 Schenectady take financial planning bookings online?
2 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.
Monthie Law Firm
“They laid out a plan and thoroughly explained our options in a way that we could clearly understand.”
Sausville Benson Financial
“Yearly reviews done to make sure the plan is as effective as possible!”
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John Gigliello, Albany Financial Group
“He is not only professional and good with helping me with investing, but the entire staff is kind and makes me feel like family.”
Wise Financial
“He contacts us every few months to twice a year to just go over our policies, see where our goals are, and if we want to or need to make any changes.”
Bell Financial
“My retirement is all set thanks to Derek!”
Simmons Capital Group
“We have been so pleased regarding the investment opportunities we have been offered, especially the socially responsible investment platforms.”
Generations Planning Group
“Sue is personable, warm, and a great financial advisor!”
Pyramid Funds Corporation
Moroukian Wealth Management Group
Why these companies made our list
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