Best Financial Advisors in Schenectady, NY

The highest-rated Financial Planning & Wealth Management companies out of 148 vetted & reviewed in the Schenectady area.

Steven R. Jones, CPA

Steven R. Jones, CPA

(1)
NY Special Education, Non-Profit Organizations, Services For Individuals
“Richard Schaeffer”
Transparent Fees & Pricing
In Business Since 1996
133 Saratoga Rd, Schenectady, NY
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Mark D Witecki CPA CFP CFE EA Ccps Cdfa

Mark D Witecki CPA CFP CFE EA Ccps Cdfa

(3)
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...”
Accepts All Major Credit Cards
Transparent Fees & Pricing
In Business Since 1989
3701 State St, Schenectady, NY
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Sicilia & Associates

Sicilia & Associates

(1)
“Very friendly and professional service.”
Family Business
In Business Since 2012
2312 Broadway, Schenectady, NY
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Del-Sette Capital Management

Del-Sette Capital Management

(3)
“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.”
In Business Since 2012
1332 Union St, Schenectady, NY
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Herweyer Financial

Herweyer Financial

Wealth Management, Retirement Planning, Medicare Assistance
“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...”
In Business Since 2020
242 Union St, Schenectady, NY
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Cash Flow With Benefits

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 ...”
In Business Since 2019
1918 Oakland Ave, Schenectady, NY
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Wealth Advisory Group

Wealth Advisory Group

1207 Troy-Schenectady Rd #201, Latham, NY 12110
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Greenbush Financial Group

Greenbush Financial Group

(30)
  • Youtube
  • Tax
  • Questions
“I was lucky enough to happen across a free video on youtube that explained some things around social security strategies and followed the referenced link to the website, clicked on "contact" and followed up with a question.”
Accepts All Major Credit Cards
Remote Consultations Available
In Business Since 2002
159 Wolf Rd Suite 101, Albany, NY
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Monthie Law Firm

Monthie Law Firm

(30)
Asset Protection Trusts, Medicaid Planning and Application, Tax Advisement
“Philip always advocated for the process or choice that was advantageous to US – never to himself, never to his firm, and never because it was 'easier' for him or the firm.”
In Business Since 2017
Serving Schenectady Area
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Discount Edgar

Discount Edgar

(2)
Xbrl/Ixbrl, Ownership Forms, Newswire
“They also provide secondary review of my EDGAR documents for accuracy at no extra charge.”
Emergency Services
Transparent Fees & Pricing
In Business Since 2009
125 Wolf Rd #100, Albany, NY
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T M Byxbee Company Cpas NY

T M Byxbee Company Cpas NY

(2)
Business Services, Tax Services, Quickbooks Services
“After doing taxes for my business on my own for years, followed by a few years of trying to use other local accountants, I can't imagine going anywhere else.”
Transparent Fees & Pricing
Offers Financing Options
In Business Since 1990
18 Computer Dr E #101, Albany, NY
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Gabriele Bottini & Associates Cpa's

Gabriele Bottini & Associates Cpa's

(2)
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”
Transparent Fees & Pricing
Offers Financing Options
Free Initial Consultation
In Business Since 2021
Serving Schenectady Area
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Hinman Straub

Hinman Straub

(4)
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.”
Licensed
In Business Since 2001
121 State St, Albany, NY
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Warrior Credit Services

Warrior Credit Services

(7)
Why Us?, Credit Facts, Did You Know?
“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”
In Business Since 2021
Serving Schenectady Area
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Capable Wealth

Capable Wealth

(4)
“We were very impressed by Jared's thoroughness, knowledge, and approach in providing us with a meaningful and valuable financial plan as we plan our retirement.”
In Business Since 2017
150 State St 4th floor, Albany, NY
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Rosemont Financial Group

Rosemont Financial Group

Individuals & Families, Corporations & Businesses
“Rosemont Financial Group is an independent financial services firm focused on helping individuals, families, and businesses determine and pursue their financial goals. We are determined to help make your financial planning experience simple and hassl...”
In Business Since 2011
18 Corporate Woods Dr, Albany, NY
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Canty Financial Management

Canty Financial Management

(4)
Investment Management, Income Tax Preparation & Planning, Wealth Management
“They've been taking care of our finances for years.”
Accepts Cash
In Business Since 2001
Serving Schenectady Area
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Madison Wealth Managers

Madison Wealth Managers

(3)
Retirement/Education/Estate/ and Tax Planning
“They were able to handle all my family's needs.”
Licensed
Accepts All Major Credit Cards
In Business Since 2014
Serving Schenectady Area
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Albany Financial Group

Albany Financial Group

(1)
“AFG is an excellent investment advisor.”
In Business Since 2001
80 Wolf Rd #301, Albany, NY
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Simmons Capital Group

Simmons Capital Group

(3)
“I couldn't be happier or feel safer with anyone else in control of my retirement.”
Free Initial Consultation
In Business Since 2012
Serving Schenectady Area
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Moroukian Wealth Management Group

Moroukian Wealth Management Group

“As a firm we understand that individuals are faced with unique financial planning challenges. We would like to help you workthrough those challenges in order to work towards your financial goals and objectives. Our WealthAdvisors and Client RelationS...”
In Business Since 2014
5 Computer Dr W, Albany, NY
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Empire Asset Management Group

Empire Asset Management Group

(1)
Preserving Wealth, Transferring Wealth, Building Wealth
“Always there to answer any question.”
Accepts All Major Credit Cards
In Business Since 2006
Serving Schenectady Area
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Revolutionary Financial Planning

Revolutionary Financial Planning

(4)
“Due to a switch with the company I worked for, I needed to roll over my 401k, I met with Jeff Jones, I explained to Jeff that I have no financial knowledge, he said that is why he does what he does.”
In Business Since 2020
Serving Schenectady Area
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Generations Planning Group

Generations Planning Group

Investments, Life Insurance, Partner/Owner Protection Plans
“As an owner of a business, you generally have all of the same financial planning needs as anyone else, and then some! Click to find out how Generations Planning Group, LLC can help.”
Transparent Fees & Pricing
In Business Since 2011
2020 Western Ave, Albany, NY
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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
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Average Cost $3266
Minimum cost $1089
Maximum cost $9251
Avg Per Hour Rates $327

Average range $2177 to $5986 is based on 424 cost profiles.

Why these companies made our list

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