Find the right advisors to meet your financial planning needs in Utica, New York

Financial advisors also known as financial planners are professionals who advise their clients on matters such as personal finance, wealth management, retirement, estate planning, tax planning and much more. They hold expertise in various fields and can assist you whether you’re looking to set up an investment account, a college plan, retirement savings plan or simply have a query about life insurance.

A financial planner can help you navigate your finances to secure your financial future. With his help, you can clear all your doubts, take a call on your present investments that you may have, and design future financial strategies keeping in mind your risk appetite.

To make your job easier, we have compiled a list of top vetted financial planners in Utica, New York that can fulfill your requirements.

List of Qualified
Financial Planners in Utica, New York

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Peter Levine

Ameriprise Financial Services, LLC

481 8th Avenue
Suite 1130

New York, NY 10001

212-967-1428

Connect with Peter
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Gregory Manto

Iron Birch Advisors, a financial advisor practice of Ameriprise Financial Services, LLC

767 Third Avenue, 38th Floor

New York, NY 10017

212-759-2022

Connect with Gregory
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Timothy Hamilton

Atlas Private Wealth

208 W. 23rd St.

New York, NY 10011

800-432-7447

Connect with Timothy
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Stuart Berrin

Edelman Financial Engines, LLC

340 Madison Avenue

New York, NY 10173

212-702-9653

Connect with Stuart
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Matthew P. McKee

Target Rock Wealth Management LLC

445 Park Avenue
Floor 9

New York, NY 10022

914-580-4530

Connect with Matthew
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Personal Capital

Personal Capital Advisors Corporation

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Prince, NY 10012

650-556-1310

Connect with Personal
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Stephen Sassi

Edelman Financial Engines, LLC

406 Forest Ave.

Staten Island, NY 10301

718-313-0303

Connect with Stephen
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Steve Bermack

Edelman Financial Engines, LLC

650 From Road

Paramus, NJ 07652

551-228-2233

Connect with Steve
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Kevin Shea

Edelman Financial Engines, LLC

51 JFK Parkway

Short Hills, NJ 07078

862-206-7431

Connect with Kevin
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Frank Lepore

Bleakley Financial Group

100 Passaic Avenue
Suite 300

Fairfield, NJ 07004

973-244-4237

Connect with Frank
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Emil Ben-David

Edelman Financial Engines, LLC

1130 RXR Plaza

Uniondale, NY 11556

516-252-1413

Connect with Emil
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Nick Friedman

Edelman Financial Engines, LLC

10 Bank Street

White Plains, NY 10606

914-618-3002

Connect with Nick
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Sal Marino

Edelman Financial Engines, LLC

328 Newman Springs Road

Red Bank, NJ 07701

732-704-7213

Connect with Sal
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Peter Gellman

Palmerston Group Advisors, LLC

320 Raritan Avenue, Suite 302

Highland Park, NJ 08904

732-248-5777

Connect with Peter
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PHILIP CAPELL

Piermont Wealth Management Inc.

48 South Service Road
Suite 102

Melville, NY 11747

631-454-1585

Connect with PHILIP

Frequently Asked Questions

Why do I need a Financial Planner?

A financial planner helps match your current financial needs with your long-term financial goals. This involves evaluating your financial situation, understanding what you want to do with your money and creating a plan to get you there. Financial planners can help lower your spending, pay off debt, save for retirement and invest for the future.

How to choose a good Financial Planner?

While interviewing potential financial planners, look for someone with expertise in tax planning, social security, insurance, retirement, estate planning, education planning, and investment strategies. They need to be able to formulate a strategy for you that enables you to take money out in a tax-efficient manner. Plus, they also need to advise you on setting up investment accounts and invest funds for you to grow your finances in a secure manner.

What does a Financial Planner do?

A financial planner helps come up with a financial plan keeping in mind your short-term and long-term financial goals and advises you on investments, retirement planning, estate planning, tax liability, and your kids’ college education. Some financial advisors also assist you in buying insurance products and invest in financial products such as mutual funds.

How much does a Financial Planner cost?

Different financial planners charge differently. Some charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, or have a fixed fee for certain services. Do ask your prospective financial planner how they wish to be compensated.

What questions to ask a Financial Planner?

When you are looking to hire a financial planner, make sure you’re prepared and have done your homework. Some questions that you can ask are as follows:

- Do you have experience working with clients like me? Clients may include retirees, widows, divorcees, same-sex couples, and so on

- How much do you charge? Do you charge a fee or a commission based on assets handled?

- What services do you offer? Are they limited to financial planning or do you offer other services such as tax advisory, education planning, portfolio management as well? - How often would we meet to discuss my financial concerns?

- How often will you contact me and are there any limitations on the frequency of contact? What method will you use to contact me?

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