Schenectady, NY

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Schenectady, NY
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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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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 1994
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 1991
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

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...”
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

(50)
  • Information
  • Social Security
  • Videos
“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...”
Accepts All Major Credit Cards
Remote Consultations Available
In Business Since 2004
159 Wolf Rd Suite 101, Albany, NY
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Monthie Law Firm

Monthie Law Firm

(50)
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.”
In Business Since 2017
Serving Schenectady Area
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Pratt & Associates

Pratt & Associates

(6)
Business Services, Tax Services, Services For Quickbooks
“Add other circumstances to the situation, I would never be able to do my own taxes.”
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
Transparent Fees & Pricing
In Business Since 1973
Serving Schenectady Area
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Capable Wealth

Capable Wealth

(27)
  • Future
  • Questions
  • Financial Advisor
“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.”
In Business Since 2017
150 State St 4th floor, Albany, NY
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Rosemont Financial Group

Rosemont Financial Group

(17)
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.”
In Business Since 2011
18 Corporate Woods Dr, Albany, NY
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Discount Edgar

Discount Edgar

(2)
Xbrl/Ixbrl Tagging, 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 Suite 100, Albany, NY
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T M Byxbee Company Cpas NY

T M Byxbee Company Cpas NY

(4)
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.”
Transparent Fees & Pricing
Offers Financing Options
In Business Since 1990
18 Computer Dr E #101, Albany, NY
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Hinman Straub

Hinman Straub

(5)
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 2003
121 State St, 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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Warrior Credit Services

Warrior Credit Services

(9)
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”
In Business Since 2021
Serving Schenectady Area
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Kumlander, Donofrio, Hay & Pehl, Cpas

Kumlander, Donofrio, Hay & Pehl, Cpas

(1)
Business Services, Tax Services, Services For Quickbooks
“Great company been with account company for 10years they are all pro's”
Accepts All Major Credit Cards
Transparent Fees & Pricing
Offers Financing Options
In Business Since 2014
Serving Schenectady Area
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Sgroi Wealth w/ Broadway Advisor Group

Sgroi Wealth w/ Broadway Advisor Group

(2)
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”
In Business Since 2015
368 Broadway 1st Floor, Albany, NY
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Wise Financial

Wise Financial

(11)
  • Retirement
  • Team
  • Children
“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.”
In Business Since 2017
Serving Schenectady Area
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Capital Financial Planning

Capital Financial Planning

Retirement Planning
“Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and hone...”
Licensed, BBB Rating: A+
Accepts Cash
In Business Since 2002
6 Tower Pl, Albany, NY
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Pioneer Wealth Management

Pioneer Wealth Management

“For more than 130 years, Pioneer has been providing financial, insurance, and employee benefit solutions to NY's Greater Capital Region.”
Transparent Fees & Pricing
In Business Since 2019
652 Albany Shaker Rd, Albany, NY
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Sausville Benson Financial

Sausville Benson Financial

(3)
  • Goals
“Overall, Annie's combination of interpersonal skills and organizational abilities make her an ideal choice for anyone in the healthcare industry seeking financial advice.”
In Business Since 2022
24 Aviation Rd, Albany, NY
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Simmons Capital Group

Simmons Capital Group

(5)
“I have always appreciated their candid and honest advice when it came to the funds they managed for me.”
Free Initial Consultation
In Business Since 2012
Serving Schenectady Area
Featured

Our Annual Economic Outlook and Forecast for 2024 webinar will start off with an overview by founder and owner of Simmons Capital Group, Donald E. Simmons, CFP, on the economic environment nationally, as well as specific insights into the market and forecasts. Following Don’s remarks, we’ll hear from a few financial industry leaders. Erik Olsen, of Arete Advisors and Seth Mc Bee, of Mc Bee Advisors, along with Darren Leader of Simmons Capital Group will share their thoughts on the current state of the economy as well as their outlook for the coming year. Even if you are not a current Simmons Capital Group client, you will be able to walk away from this call with some actionable ideas for your own portfolio, so feel free to join us.

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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.

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