Best Financial Advisors in Utica, NY

The highest-rated Financial Planning & Wealth Management companies out of 108 vetted & reviewed in the Utica area.

Strategic Financial Services

Strategic Financial Services

(6)
Financial Planning, Retirement Plan Consulting, Investment Management
“The volatility and the normal fluctuations of the markets can be nerve racking and/or emotionally distressing but I have been and continue to be confident in the Strategic approach, experience, attention to suitability requirements and hands on, 24/7...”
In Business Since 2003
Transparent Fees & Pricing
114 Business Park Dr, Utica, NY
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Lifelaw

Lifelaw

(3)
“Harry and his firm made sure that setting up our estate trust was done with excellence, with all our questions answered and all details taken care of.”
In Business Since 2015
Licensed, BBB Rating: A+
1 Proctor Blvd, Utica, NY
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Caruso Mc Lean & Co.

Caruso Mc Lean & Co.

(2)
Corporate Pensions, Insurance Options, Individual Wealth Building
“Great people that go out of their way to help you.”
In Business Since 2000
Family Business
130 Lomond Ct, Utica, NY
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Leigh Baldwin & Co

Leigh Baldwin & Co

(1)
The Advantage, Commissions, Order Entry Guidelines
“The absolute best financial move of my life !”
In Business Since 1998
1 Hopper St #1, Utica, NY
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Ford English Financial Group

Ford English Financial Group

Articles Archive, Market News, Financial Calculators
“Comprehensive:Your investments are only a small part of your overall financial situation.Considerations like taxation, risk management, business planning, and estate planning are often neglected which can pose dangers to even the best investment port...”
In Business Since 2010
2714 Genesee St, Utica, NY
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Nathan G. Hanna

Nathan G. Hanna

(2)
Owner and Family Business Solutions, Retirement, Retirement Plan Design
“Nathan Hanna is not only one of the areas best financial advisors, he is also extremely transparent with your investment and easy to communicate with.”
In Business Since 2013
2219 Genesee St, Utica, NY
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D.K. Griffith & Company

D.K. Griffith & Company

(1)
“Honest and straightforward financial advice from a third generation financial advisor.”
In Business Since 2007
2108 Genesee St, Utica, NY
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Advanced Group Financial Services

Advanced Group Financial Services

“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...”
In Business Since 1995
Licensed
2508 Genesee St, Utica, NY
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Adirondack Financial Services

Adirondack Financial Services

Qualified Retirement Plans, Employee Benefits, Investment Advisory
“Our commitment to you comes first. At Adirondack Financial Services, you receive concierge-quality service. As your financial partners, we design a customized approach, offering a wide range of programs and services.”
In Business Since 2002
185 Genesee St #210, Utica, NY
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D. K. Griffith & Company

D. K. Griffith & Company

“We provide our valued clients with “needs based” financial advice and active wealth management. We also prepare taxes and advise clients on estate planning matters. We are not like the many advisors merely peddling high commission products. Recognizi...”
In Business Since 2007
2108 Genesee St, Utica, NY
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Kim M. Cook, CPA

Kim M. Cook, CPA

(7)
Services For Individuals, Services For Quickbooks, Industries
“Kim has also performed my personal financial tax preparation for 30 years and I have always been satisfied with the professional tax advice as well as the personal touch and reasonable rates.”
In Business Since 2011
Free Initial Consultation
Transparent Fees & Pricing
Offers Financing Options
Serving Utica Area
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Jeffrey W Hanretty, CPA & Associates

Jeffrey W Hanretty, CPA & Associates

(1)
Quickbooks® Services, Payroll Services, Buisness Tax Preparation & Planning
“Easy to reach, financial advisement and tax prep top of the line.”
In Business Since 2000
Free Initial Consultation
Transparent Fees & Pricing
Offers Financing Options
Serving Utica Area
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Christopher R. Lambert & Associates

Christopher R. Lambert & Associates

(1)
IRS Audit Representation, Quickbooks Training, Offer In Compromise
“Christopher Lambert & team helped me with my very complicated and confusing taxes this year and I could not be happier!!!”
In Business Since 2000
Transparent Fees & Pricing
Offers Financing Options
Serving Utica Area
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Nelson & Strife Financial Group

Nelson & Strife Financial Group

(2)
Business Solutions, Products
“Good people, advice, and trustworthy”
In Business Since 2017
Serving Utica Area
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O'Brien Shortle Reynolds & Sabotka

O'Brien Shortle Reynolds & Sabotka

(4)
Learn More, Certified Quickbooks® Proadvisors, Accounting For Condos & Hoas
“Its so great to forget the hassle of tax season by leaving it to the professionals!”
In Business Since 1998
Serving Utica Area
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Roback Financial Services

Roback Financial Services

Tax Preparation and Planning, Small Business Consulting, Accounting Services
“"After working with several CPAs over the years, I must say that David Roback is the easiest to work with. He explains things clearly and is always willing to answer all my questions"”
In Business Since 2015
Serving Utica Area
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Gunther Wealth Management

Gunther Wealth Management

(1)
“Great supportive staff.”
In Business Since 2017
Accepts All Major Credit Cards
Serving Utica Area
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Upstate Wealth Consulting

Upstate Wealth Consulting

(1)
“My wife and I have been working with Bill Matteson at Upstate Wealth Consulting for all of our insurance and retirement needs.”
In Business Since 2021
Licensed
Serving Utica Area
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Ascent Wealth Partners

Ascent Wealth Partners

“From our New York offices in New Hartford, Saratoga Springs, and Elmira, we serve clients across the country.”
In Business Since 2011
Serving Utica Area
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Waypoint Partners

Waypoint Partners

(1)
“It's hard to trust someone with your hard earned dollars but undoubtedly you're in the right hands if you give them the opportunity!”
In Business Since 2019
Serving Utica Area
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The Sheridan Group

The Sheridan Group

Market Insights, Other Resources, Baird Digest
“Baird Financial Advisors may only conduct business with residents of the states or jurisdictions in which they are properly registered or licensed and not all of the securities, products and services mentioned are available in every state or jurisdic...”
In Business Since 2010
Serving Utica Area
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Gehrig Financial Planning

Gehrig Financial Planning

(1)
“He is extremely knowledgeable and went through all the options.”
Serving Utica Area
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M Griffith Investment Services

M Griffith Investment Services

“Baird Financial Advisors may only conduct business with residents of the states or jurisdictions in which they are properly registered or licensed and not all of the securities, products and services mentioned are available in every state or jurisdic...”
In Business Since 2013
Accepts All Major Credit Cards
Serving Utica Area
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Master Planners & Associates

Master Planners & Associates

“We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of t...”
In Business Since 2022
Serving Utica Area
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Retirement Planning and Investment Management Services in Utica, NY Cost Estimates

Minimum cost
$1070
Maximum cost
$9094
National Average
$3210
Avg Per Hour Rates
$321
$2140
$5885
Fair price range is based on 369 cost profiles
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Average Cost $3210
Minimum cost $1070
Maximum cost $9094
Avg Per Hour Rates $321

Fair range $2140 to $5885 is based on 369 cost profiles.

Why these companies made our list

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