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Find Best Financial Advisors in Goshen, New York

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Goshen is a tedious task to do. financialadvisor.net give you extensive options to compare best advisors in Goshen & pick the one as per your needs

How To Find Best Financial Advisors & Planners in Goshen?

Looking for a qualified financial advisor in Goshen? We can help you by narrowing down your options & listing the best financial advisors in Goshen as per their qualifications & experience.

Find! Compare & Connect with the top financial advisors in Goshen near you with the list of certified and vetted Goshen financial advisors.

List of Qualified Financial Advisors in Goshen, New York

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Brian Deutsch

Edelman Financial Engines, LLC

650 From Road

Paramus, NJ 07652

201-289-5082

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Nick Friedman

Edelman Financial Engines, LLC

10 Bank Street

White Plains, NY 10606

914-618-3002

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Kevin Shea

Edelman Financial Engines, LLC

51 JFK Parkway

Short Hills, NJ 07078

862-206-7431

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Peter D. DAgati

Stembrook Asset Management

405 Lexington Avenue
26th Floor

New York, NY 10174

201-484-0063

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Walter Varian

Edelman Financial Engines, LLC

340 Madison Avenue

New York, NY 10173

646-779-2102

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Altfest Personal Wealth Management

Altfest Personal Wealth Management

445 Park Avenue
6th Floor

New York, NY 10022

212-796-8729

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Personal Capital

Personal Capital

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Prince, NY 10012

650-556-1310

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Farther

Farther Finance, LLC

Four World Trade Center
150 Greenwich St, Ste 2946

New York, NY 10007

720-744-2145

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Paresh B. Shah

PareShah Partners LLC

960 South Broadway, Suite 115-B

Hicksville, NY 11801

516-268-3446

Top Financial Advisor Firms in New York (Ranked by AUM)

Firm Name Firm CRD# Total AUM No. of Clients Fee Structure
HUDSON VALLEY INVESTMENT ADVISORS, INC.
117 Grand Street, Suite 201, Goshen, NY 10924
107387 $999,926,571 1565 A percentage of AUM
Hourly charges
Fixed fees
Other (PLAN ASSETS UNDER ADVISEMENT)
GREAT PATH PLANNING
10 Matthews Street, Lower Level Goshen, NY 10924
284461 $77,792,732 157 A percentage of AUM
Hourly charges
Fixed fees

Additional Financial Advisors in New York

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
Mark D Kalish
Inquire with Mark
25 Main St, Ste 3-2 Goshen, NY 10924 845-291-7000
Jennifer Paolicelli
Inquire with Jennifer
25 Main St, Ste 3-2 Goshen, NY 10924 845-291-7000
Flat Iron Financial Group
Inquire with Flat
25 Main St, Ste 3-2 Goshen, NY 10924 845-291-7000
Richard Martin
Inquire with Richard
25 Main St, Ste 3-2 Goshen, NY 10924 845-298-2900

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should I have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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