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Steven R. Jones, CPA
“Richard Schaeffer”
Best Financial Advisors in Schenectady, NY
24 firms listed · 6 in Schenectady · 1 open weekends · 20 rated 4.5+
Data verified October 21, 2026
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Mark D Witecki CPA CFP CFE EA Ccps Cdfa
- Price
- Cost
“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
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Cash Flow With Benefits
The 24 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 24 firms we list here, 6 are in Schenectady itself and 18 come from towns including Albany (13, 11 mi), Latham (2, 8 mi) and Clifton Park (2, 9 mi). 22 of the firms on this page have a rating, from 4.0 to 5.0 across 362 reviews; 2 have 50 or more reviews and 20 are rated 4.5 or higher. 1 is open on Saturdays. 15 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 23 of the firms on this page; 23 publish a contact page; 19 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.
Do firms listed for Schenectady take financial planning bookings online?
4 of the 24 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.
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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
- Estate Planning
- Tax
- Trust
“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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Rosemont Financial Group
- Retirement
- Personality
- Management
“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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John Gigliello, Albany Financial Group
- Financial Advisor
- Services
“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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Sgroi Wealth w/ Broadway Advisor Group
“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
“My retirement is all set thanks to Derek!”
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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
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Canty Financial Management
“They've been taking care of our finances for years.”
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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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Curran Wealth Management and Curran Investment Management
“Give his firm a call won't be disappointed.”
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Pyramid Funds Corporation
“They shoot Pro V Is so they can't be doing that bad financially.”
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Moroukian Wealth Management Group
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Albanyadvisor Group
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Graypoint
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Generations Planning Group
“Sue is personable, warm, and a great financial advisor!”
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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