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Find The Best Financial Advisors in Utica, 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 Utica is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Utica & pick the one as per your needs

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

If you’re looking for qualified financial advisors in Utica, New York, FinancialAdvisor.net is a useful resource. We've compiled a list of the 1 vetted financial advisors and 19 non-vetted financial advisors in Utica, New York, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Utica, New York have an average of 21 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 Utica, New York

Matt Dauksza

Excelsior Wealth Partners

225 Wilkinson St

Syracuse, NY 13204

315-527-3590

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

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
STRATEGIC FINANCIAL SERVICES 114 Business Park Drive, Utica, NY, 13502	109677	$1,848,073,650	2754	A percentage of AUM, Commision Based
ADIRONDACK FINANCIAL SERVICES CORP 185 Genesee Street, Suite 210 Utica, NY, 13501	126155	$420,289,221	828	A percentage of AUM, Fixed fees
CARUSO MCLEAN & CO., INC. 130 Lomond Court, Utica, NY, 13502	126084	$227,370,046	198	A percentage of AUM, Fixed fees
PARADIGM CONSULTING, INC. 133 Business Park Drive, Utica, NY, 13502	144990	$211,717,233	16	A percentage of AUM, Fixed fees
JC MIANO INVESTMENT ADVISORY SERVICE 258 Genesee St., Utica, NY, 13502-4627	132484	$50,300,000	52	A percentage of AUM
ONE HOPPER ASSET MANAGEMENT 1 Hopper Street, Utica, NY, 13501	168816	$36,408,537	81	A percentage of AUM, Hourly charges

Additional Financial Advisors in Utica, New York

* Additional advisors listing is provided in partnership with Yext

Financial Advisor	Office Location	Phone Number
Morgan Stanley Financial Advisors Inquire with Morgan	106 Business Park Dr, Utica, NY 13502	315-797-2000
James A La Paglia Inquire with James	106 Business Park Dr, Utica, NY 13502	315-792-1289
Mark J Leogrande Inquire with Mark	106 Business Park Dr, Utica, NY 13502	315-792-1223
Martin Capra Inquire with Martin	106 Business Park Dr, Utica, NY 13502	315-792-1210
Matthew J Sohns Inquire with Matthew	106 Business Park Dr, Utica, NY 13502	315-792-1203
Jeffrey Moro Inquire with Jeffrey	106 Business Park Dr, Utica, NY 13502	315-792-1214
Scharf, DeSarro, La Paglia, Leogrande Group Inquire with Scharf,	106 Business Park Dr, Utica, NY 13502	315-792-1216
Frederick Sadallah Inquire with Frederick	106 Business Park Dr, Utica, NY 13502	315-792-1206
Karim Madmoune Inquire with Karim	106 Business Park Dr, Utica, NY 13502	315-792-1234
The Sadallah Group Inquire with The	106 Business Park Dr, Utica, NY 13502	315-797-2000

Select other cities around Utica, 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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