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Find Best Financial Advisors in Latham, 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 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

advisor-photo

Thomas Brown

Brown Financial Management Group LLC

950 New Loudon Rd
Suite 105

Latham, NY 12110

518-464-9974

advisor-photo

Bryant Asset Management

Bryant Asset Management

1280 New Scotland Road

Slingerlands, NY 12159

518-963-5800

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

Firm Name Firm CRD# Total AUM No. of Clients Fee Structure
DIRECT ADVISORS, LLC
14 Plaza Drive, Suite 102 Latham, NY 12110
141515 $617,682,436 60 A percentage of AUM
Fixed fees
Other (BASE FEE OR MINIMUM FEE)
GRANEY& KING, LLC
623 New Loudon Road, Latham, NY 12110
126461 $361,087,277 944 A percentage of AUM
Hourly charges
Fixed fees
MARATHON MISSION
930 Albany Shaker Road, Ste 104 Latham, NY 12110
288654 $106,635,049 447 A percentage of AUM
Hourly charges
BROWN FINANCIAL MANAGEMENT GROUP, LLC
950 New Loudon Road, Suite 105 Latham, NY 12110
282501 $51,504,799 103 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
Morgan Stanley Financial Advisors
Inquire with Morgan
1212 Troy Schenectady Road, Latham, NY 12110 518-386-2900
David Jon Mikula
Inquire with David
1212 Troy Schenectady Road, Latham, NY 12110 518-386-2957
Thomas J. Dwyer and T.J. Dwyer Jr.
Inquire with Thomas
1212 Troy Schenectady Road, Latham, NY 12110 518-386-2900
Thomas Dwyer
Inquire with Thomas
1212 Troy Schenectady Road, Latham, NY 12110 518-386-2906
Stephanie H Belles
Inquire with Stephanie
1212 Troy Schenectady Road, Latham, NY 12110 518-386-2927
John V Rawson III
Inquire with John
1212 Troy Schenectady Road, Latham, NY 12110 518-386-2959
Fazio / Schmitz / Sheehan Group
Inquire with Fazio
1212 Troy Schenectady Road, Latham, NY 12110 518-386-2901
James K Meisner
Inquire with James
1212 Troy Schenectady Road, Latham, NY 12110 518-386-2908
Jeffrey M Hollander
Inquire with Jeffrey
1212 Troy Schenectady Road, Latham, NY 12110 518-386-2922
Mary Irish
Inquire with Mary
1212 Troy Schenectady Road, Latham, NY 12110 518-386-2912

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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