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

How To Find The Best Financial Advisors in Victor , New York

Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Victor, New York, FinancialAdvisor.net is a useful resource. We've compiled a list of the 2 vetted financial advisors and 5 non-vetted financial advisors in Victor, New York, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Victor, New York have an average of 22 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 Victor , New York

Marc Bernstein

Stone Creek Advisors, LLC

716-247-4448

Address

• 8899 Lake Glen Court,
  Clarence Center, NY 14032 See Details

Connect with Marc

Connect with Marc

Edelman Financial Engines, LLC

877-208-7414

Address

• 6500 Sheridan Drive,
  Suite 110,
  Amherst, NY 14221 See Details

Connect with Edelman

Connect with Edelman

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

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
COOPER/HAIMS ADVISORS, LLC 50 Square Drive, Suite 210 Victor, NY, 14564	124122	$852,596,326	487	A percentage of AUM, Hourly charges, Fixed fees
ELEVATUS WEALTH MANAGEMENT, LLC 1501 Pittsford Victor Road, Suite 101 Victor, NY, 14564	325629	$346,469,001	775	A percentage of AUM, Fixed fees
THE PITTI GROUP WEALTH MANAGEMENT, LLC 590 Fishers Station Drive, Suite 110 Victor, NY, 14564	314685	$337,907,687	1298	A percentage of AUM, Hourly charges, Fixed fees
PROSPERITY ADVISORY GROUP LLC 50 Square Drive, Suite 220 Victor, NY, 14564	310720	$196,822,842	859	A percentage of AUM, Fixed fees
PIANO WEALTH MANAGEMENT 600 Fishers Station Drive, Victor, NY, 14564	317854	$37,162,690	81	A percentage of AUM, Hourly charges, Fixed fees

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