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The Accounting Firm of S.J. Julian & Co.
- Team
“He handles all of our taxes (and continues to do so even since we moved out of state), help me get set up with Quickbooks, and answers questions as needed.”
Best Financial Advisors near Union, NY
There are no firms listed in Union itself yet; the 24 below are the closest options, from towns including Ithaca (8, 33 mi), Binghamton (4, 7 mi) and Vestal (3, 3 mi).
1 open weekends · 15 rated 4.5+
Data verified October 21, 2026
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Johnson Lauder & Savidge
“Dan and his associates corrected several errors from previous years and took care of making sure that everything was done perfectly for my 2 year old small business.”
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Lesko Financial Services
“We partner with Lesko Financial Services on a scholarship fund that generously supports college-bound high school students from all over Broome County.”
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Visions Wealth Management-The O'Connor Group
“I may be a bit biased”
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Dedicated Financial Solutions, Faith Sigler & Associates
“Faith is the whole package - knowledge and expertise combined with empathy and strong work ethic.”
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Aspire Financial Group
The 24 firms listed for Union, 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: Union, NY
18 of the 24 firms on this page have a rating, from 3.8 to 5.0 across 68 reviews; 15 are rated 4.5 or higher. 1 is open on weekends. 1 has a BBB rating of A or A+. 18 have ten or more years of experience, the longest 42 years. 1 offers payment plans and 1 offers a free initial consultation. We have a website on file for 21 of the firms on this page; 17 publish a contact page; 18 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 Union take financial planning bookings online?
2 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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Amy L Smith Financial Services
“Due to covid it was a different experience but very efficient and safe.”
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David Allen LPL Financial
“Of the nicest people you will ever meet”
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Kerr Financial Group
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Cheevers Hand & Angeline
“They always make time to answer my questions and they treat me like a friend and family member and not a just a number.”
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1938 Wealth Advisors
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AXA Advisors
“She took control & gave me all the help I was looking for!!!!”
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Saved It!financial Coaching
“I learned so much in our first session especially because she made me feel safe and comfortable asking questions.”
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TRG Capital Management
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Covenant Wealth Advisors
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The Strebel Planning Group
- Tax
“As it turns out, Strebel not only saved me money on fees, they actually have done a much better job in terms of helping me understand broader financial decisions, performance of investments, and the right strategies to use so that I just won't pay mo...”
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Sciarabba Walker & Co.
“I've worked with Jeff Gorsky and his team at Sciarabba Walker for both business and personal tax matters.”
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Ithaca Wealth Management
- Financial Advisor
- Portfolio
- Philosophy
“He is responsive in answering my questions, takes time to connect with me outside of regular business hours due to my busy schedule, and offers a very fair price when compared to other financial advisors I was initially considering.”
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Merryfield Barnes
“A small firm started by people with ethics who did not want to be pressured by the big firm boss in to selling you financial products that aren't right for you”
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Fingerlakes Wealth Management
“She is down to earth and also extremely professional, and her level of expertise has resulted in steady growth of my portfolio beyond my expectations.”
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Tompkins Financial Advisors
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Anchor Capital Management
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Financial Designs Wealth Strategies
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Shane Mason, Cpa, CFP
“The consummate professional—he can do anything you need.”
Retirement Planning and Investment Management Services in Union, NY Cost Estimates
Minimum cost
$1042
Maximum cost
$8856
National Average
$3126
Avg Per Hour Rates
$313
$2084
$5730
Fair price range is based on 446 cost profiles
Why these companies made our list
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