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Find 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 Best Financial Advisors & Planners in Victor?

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

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

List of Qualified Financial Advisors in Victor, New York

advisor-photo

Richard Dougherty

Echelon Wealth Advisors, LLC

1159 Pittsford Victor Rd
Ste 220

Pittsford, NY 14534

585-381-1861

advisor-photo

David W. Treichler

Arabella Wealth Advisors

The University Building
120 E. Washington St. Ste 922

Syracuse, NY 13202

315-430-3283

Top Financial Advisor Firms in 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 $1,001,465,477 1382 A percentage of AUM
Hourly charges
Fixed fees
THE PITTI GROUP WEALTH MANAGEMENT, LLC
590 Fishers Station Drive, Suite 110 Victor, NY 14564
314685 $290,000,000 1025 A percentage of AUM
Hourly charges
Fixed fees
PROSPERITY ADVISORY GROUP LLC
50 Square Drive, Suite 220 Victor, NY 14564
310720 $218,055,873 751 A percentage of AUM
Fixed fees
EVER GREEN WEALTH MANAGEMENT, LLC
6534 Anthony Drive, Suite D Victor, NY 14564
297459 $49,678,658 433 A percentage of AUM

Additional Financial Advisors in New York

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
Ever Green Wealth Management
Inquire with Ever
6534 Anthony Drive, Victor, NY 14564 585-742-0271
Dash Capital Advisors
Inquire with Dash
580 Fishers Station Drive, Victor, NY 14564 585-446-3274
Edward Jones
Inquire with Edward
2 W. Main Street, Victor, NY 14564 585-924-7471

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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