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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 Latham is a tedious task to do. financialadvisor.net give you extensive options to compare best advisors in Latham & pick the one as per your needs

How To Find Best Financial Advisors & Planners in Latham?

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

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

List of Qualified Financial Advisors in Latham, New York

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Peter Levine CFP®, ChFC®, CLU®

Ameriprise Financial Services, Inc.

481 8th Avenue
Suite 1130

New York, NY 10001
(212) 9671428

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Charles Helme

BH Asset Management, LLC

104 West 40th Street, 5th Floor

New York, NY 10018
(212) 5750234

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Gregory Manto - Financial Advisor

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

767 Third Avenue, 38th Floor

New York, NY 10017
(212) 7592022

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James Fleming

Creative Planning

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New York, NY 10010
(646) 6706895

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Paolo Ferretti

Creative Planning

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New York, NY 10011
(646) 2542191

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Matthew Unger

Focus Asset Management

340 Madison Avenue, 19th Floor

New York, NY 10173
(646) 4848804

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Chris Sosa

Edelman Financial Engines, LLC

340 Madison Avenue

New York, NY 10173
(646) 6797093

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D. Chris Tucker

Greenwich Advisors, LLC

340 Madison Avenue, 19th Floor

New York, NY 10173
(203) 4890707

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Brian Katzman

Creative Planning

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New York, NY 11793
(516) 2601142

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Personal Capital

Personal Capital Advisors Corporation

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Prince, NY 10012
(650) 5561310

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Andrew Sasso

Creative Planning

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Brooklyn, NY 11231
(347) 2297719

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Stephen Sassi

Edelman Financial Engines, LLC

406 Forest Ave.

Staten Island, NY 10301
(718) 3130303

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Rick Mueller

Edelman Financial Engines, LLC

650 From Road

Paramus, NJ 07652
(201) 5754878

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Cameron Andre

Creative Planning

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Cranford, NJ 07016
(908) 2859953

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Kevin Shea

Edelman Financial Engines, LLC

51 JFK Parkway

Short Hills, NJ 07078
(862) 2067431

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Jon Betlow

Bleakley Financial Group

100 Passaic Ave
Suite 300

Fairfield, NJ 07004
(973) 2444238

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Frank Lepore

Bleakley Financial Group

100 Passaic Avenue
Suite 300

Fairfield, NJ 07004
(973) 2444237

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Emil Ben-David

Edelman Financial Engines, LLC

1130 RXR Plaza

Uniondale, NY 11556
(516) 2521413

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Nick Friedman

Edelman Financial Engines, LLC

10 Bank Street

White Plains, NY 10606
(914) 8241521

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David LaRocca

Creative Planning

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Rumson, NJ 07760
(732) 2884030

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David Marks

Edelman Financial Engines, LLC

328 Newman Springs Road

Red Bank, NJ 07701
(732) 9454533

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Peter Gellman

Palmerston Group Advisors, LLC

320 Raritan Avenue, Suite 302

Highland Park, NJ 08904
(732) 2485777

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PHILIP CAPELL, CFP®, JD, MS in Tax

Piermont Wealth Management Inc.

48 South Service Road
Suite 102

Melville, NY 11747
(631) 4541585

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Matthew McKee, MBA, CFA®

Samalin Investment Counsel

297 King Street

Chappaqua, NY 10514
(914) 6666600

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John Kang

Creative Planning

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Commack, NY 11725
(646) 6482316

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Joe Lussier

Creative Planning

2 Hollyhock Rd. 1st Floor

Wilton, CT 06897
(201) 7054269

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Joe Cortese

Creative Planning

250 Post Road E. Suite 102

Westport, CT 06880
(203) 5354569

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Tony DiBrino

Creative Planning

250 Post Road E. Suite 102

Westport, CT 06880
(203) 7214165

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Chris North

Creative Planning

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Fairfield, CT 06824
(203) 6236591

No Advisor found

* Additional advisor listing is provided in partnership with Yext

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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