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

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

Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Webster, New York, FinancialAdvisor.net is a useful resource. We've compiled a list of the 4 vetted financial advisors and non-vetted financial advisors in Webster, New York, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Webster, New York have an average of 24 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 Webster, New York

Greg Schuler

OakWood Financial Services

585-787-6870

Address

• 190 Linden Oaks, Suite A,
  Rochester, NY 14625 See Details

Connect with Greg

Connect with Greg

Richard Dougherty

Echelon Wealth Advisors, LLC

585-381-1861

Address

• 1159 Pittsford Victor Rd,
  Ste 220,
  Pittsford, NY 14534 See Details

Connect with Richard

Connect with Richard

Allworth Financial

888-242-6766

Address

• 20 Wildbriar Road Suite E,
  Rochester, NY 14623 See Details

Connect with Allworth

Connect with Allworth

Snowden Lane Partners

716-221-3321

Address

• 6400 Sheridan Drive,
  Ste. 220,
  Williamsville, NY 14221 See Details

Connect with Snowden

Connect with Snowden

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

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
BRIGHT FUTURES WEALTH MANAGEMENT, LLC 1630 Empire Blvd., Suite 100 Webster, NY, 14580	284920	$323,153,830	1617	A Percentage of AUM, Hourly charges, Fixed Fees
CAPSTONE INVESTMENT FINANCIAL GROUP, LLC 115 W. Salori Ct., Webster, NY, 14580	122575	$108,593,816	997	A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based

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