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Find The Best Financial Advisors in Saratoga Springs, New York

Q: 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.

Q: 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.

Q: 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.

Q: How much money should you 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.

Q: 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.

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

How To Find The Best Financial Advisors in Saratoga Springs, New York
Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Saratoga Springs, New York, FinancialAdvisor.net is a useful resource. We've compiled a list of the 2 vetted financial advisors and non-vetted financial advisors in Saratoga Springs, New York, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Saratoga Springs, New York have an average of 17 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Saratoga Springs, New York

J. Christopher (Chris) Aiello

Aiello Wealth Management

518-598-2329

Address

285 Scotchbush Rd,
Burnt Hills, NY 12027 See Details

Bryant Asset Management

518-963-5800

Address

1280 New Scotland Road,
Slingerlands, NY 12159 See Details

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

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
SHADE TREE ADVISORS LLC 19 Railroad Place, Suite 301 Saratoga Springs, NY, 12866	289905	$619,010,700	73	A Percentage of AUM, Fixed Fees, Performance Based
MINICHMACGREGOR WEALTH MANAGEMENT, LLC 21 Congress Street, Suite 203 Saratoga Springs, NY, 12866	151237	$406,048,101	2380	A Percentage of AUM, Hourly charges, Fixed Fees
CRESCENT HILL PARTNERS LLC 40 Long Alley, Saratoga Springs, NY, 12866	166276	$254,355,494	463	A Percentage of AUM, Fixed Fees
CONGRESS PARK CAPITAL LLC 57 Phila Street, Saratoga Springs, NY, 12866	150309	$240,821,678	336	A Percentage of AUM, Fixed Fees
QUARTZ PARTNERS INVESTMENT MANAGEMENT 19 Railroad Place, Suite 202 Saratoga Springs, NY, 12866	174327	$239,096,806	1189	A Percentage of AUM, Fixed Fees
CONTINUUM WEALTH ADVISORS, LLC 18 Division St., Suite 207b Saratoga Springs, NY, 12866	152895	$169,255,785	688	A Percentage of AUM
VAHANIAN & ASSOCIATES FINANCIAL PLANNING INC 60 Railroad Pl, Ste 104 Saratoga Springs, NY, 12866	108183	$166,717,294	312	A Percentage of AUM, Hourly charges
COLLEY ASSET MANAGEMENT, INC. 358 Broadway Suite 204, Saratoga Springs, NY, 12866	111837	$154,333,337	436	A Percentage of AUM, Fixed Fees
STERLING MANOR FINANCIAL, LLC 18 Division Street, Suite 202 Saratoga Springs, NY, 12866	284218	$151,538,000	897	A Percentage of AUM, Hourly charges, Fixed Fees
FAMILY CFO, LLC 130 Excelsior Ave, #410, Saratoga Springs, NY, 12866	108891	$94,910,662	172	A Percentage of AUM
SARATOGA WEALTH ADVISORS, LLC 340 Broadway, Third Floor, Saratoga Springs, NY, 12866	124529	$92,953,593	289	A Percentage of AUM, Hourly charges, Fixed Fees
SAGE HILL ADVISORY AND MANAGEMENT LLC 242 Nelson Ave, Suite 3 Saratoga Springs, NY, 12866	149365	$60,277,439	96	A Percentage of AUM, Hourly charges, Fixed Fees
LEE INVESTMENT MANAGEMENT LLC 63 Putnam St, Suite 202 Saratoga Springs, NY, 12866	120535	$54,784,952	120	A Percentage of AUM, Hourly charges
WPM WEALTH ADVISORS LLC 63 Putnam Street, Suite 202 Saratoga Springs, NY, 12866	316722	$40,834,000	239	A Percentage of AUM
ETICO WEALTH MANAGEMENT LLC 19 Railroad Place, Suite 202 Saratoga Springs, NY, 12866	151046	$225,507	2	A Percentage of AUM

Select other cities around Saratoga Springs, New York to broaden your search for a financial advisor

Frequently Asked Questions

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

How can I pick a good financial advisor?

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

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

What type of financial advisor do I need?

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Find The Best Financial Advisors in Saratoga Springs, New York

How To Find The Best Financial Advisors in Saratoga Springs, New YorkLast Updated - 13-Jun-2023

List of Qualified Financial Advisors in Saratoga Springs, New York

J. Christopher (Chris) Aiello

Aiello Wealth Management

Address

Bryant Asset Management

Address

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

Select other cities around Saratoga Springs, New York to broaden your search for a financial advisor

Frequently Asked Questions

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How To Find The Best Financial Advisors in Saratoga Springs, New York
Last Updated - 13-Jun-2023

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