Top Rated Financial Advisors in New York

Telephone: 315-681-8478

www.rockridgewealthllc.com

Additional Information:

Years of Experience:
21 Years

Fee Structure

Fee-Only
Hourly
Flat Fee
Based on Assets

Asset Requirement: $100,000

Financial Services Provided:

Financial Planning
Portfolio Management
Retirement Planning
401K Rollovers
Wealth Management
Money Management

Name(s) of Custodian(s):
Charles Schwab

Peter Levine

Ameriprise Financial Services, LLC

CFP^®, CLU^®, ChFC^®

Peter Levine, a financial fiduciary, provides financial services to clients in the New York, New York area. Peter holds a CFP^®, CLU^®, ChFC^® certification. Peter has over 24 years of experience.

New York, NY

Telephone: 212-967-1428

https://www.ameripriseadvisors.com/peter.x.levine

Additional Information:

Years of Experience:
24 Years

Fee Structure

Fee-Based
Commissions
Flat Fee
Based on Assets

Asset Requirement: $100,000

Financial Services Provided:

Financial Planning
Portfolio Management
Retirement Planning
401K Rollovers
Wealth Management
Money Management

Richard Dougherty

Echelon Wealth Advisors, LLC

CFP^®, AIF^®

Richard Dougherty, a financial fiduciary, provides financial services to clients in the Pittsford, New York area. Richard holds a CFP^®, AIF^® certification. Richard has over 12 years of experience.

Pittsford, NY

Telephone: 585-381-1861

https://echelonwa.com/

Additional Information:

Years of Experience:
12 Years

Fee Structure

Fee-Based
Hourly
Commissions
Based on Assets

Asset Requirement: $250,000

Financial Services Provided:

Portfolio Management
Retirement Planning
401K Rollovers
Education Funding and Planning
Financial Planning for Individuals
Tax Advice and Services

Name(s) of Custodian(s):
Pershing, NFS, Charles Schwab, Fidelity

Dan Brady

Savvy Advisors, Inc

Dan Brady, a financial fiduciary, provides financial services to clients in the New York, New York area. Dan has over 22 years of experience.

New York, NY

Telephone: 914-246-8731

https://www.savvywealth.com/

Additional Information:

Years of Experience:
22 Years

Fee Structure

Fee-Only
Flat Fee
Based on Assets

Asset Requirement: $250,000

Financial Services Provided:

Financial Planning
Portfolio Management
Retirement Planning
401K Rollovers
Wealth Management
Money Management

Dino Pagiazitis

Integrity Point Advisors

Dino Pagiazitis, a financial fiduciary, provides financial services to clients in the Kings Park, New York area. Dino has over 18 years of experience.

Kings Park, NY

Telephone: 631-800-3667

www.integritypointadvisors.com

Additional Information:

Years of Experience:
18 Years

Fee Structure

Fee-Only
Flat Fee
Based on Assets

Asset Requirement: $250,000

Financial Services Provided:

Financial Planning
Portfolio Management
Retirement Planning
401K Rollovers
Wealth Management
Money Management

Gregory Jennings

OMC Financial Services, Ltd.

Gregory Jennings, a financial fiduciary, provides financial services to clients in the Dewitt, New York area. Gregory has over 32 years of experience.

Dewitt, NY

Telephone: 315-446-8720

www.omcfinance.com

Additional Information:

Years of Experience:
32 Years

Fee Structure

Fee-Only
Based on Assets

Asset Requirement: $100,000

Financial Services Provided:

Financial Planning
Portfolio Management
Retirement Planning
401K Rollovers
Wealth Management
Money Management

Name(s) of Custodian(s):
Charles Schwab & Co.

J. Christopher (Chris) Aiello

Aiello Wealth Management

J. Christopher (Chris) Aiello, a financial fiduciary, provides financial services to clients in the Burnt Hills, New York area. J. holds a JD certification. J. has over 20 years of experience.

Burnt Hills, NY

Telephone: 518-598-2329

https://www.aiellowealthmanagement.com/

Additional Information:

Years of Experience:
20 Years

Fee Structure

Fee-Only
Flat Fee
Based on Assets

Asset Requirement: $15,000,000

Financial Services Provided:

Financial Planning
Portfolio Management
Retirement Planning
401K Rollovers
Wealth Management
Money Management

Louis Green

Savvy Advisors

CFP^®, CPWA^®, CFA^®

Louis Green, a financial fiduciary, provides financial services to clients in the Brooklyn, New York area. Louis holds a CFP^®, CPWA^®, CFA^® certification. Louis has over 25 years of experience.

Brooklyn, NY

Telephone: 917-590-0552

https://www.savvywealth.com/

Additional Information:

Years of Experience:
25 Years

Fee Structure

Fee-Only
Hourly
Flat Fee
Based on Assets

Asset Requirement: $250,000

Financial Services Provided:

Financial Planning
Portfolio Management
Retirement Planning
401K Rollovers
Wealth Management
Money Management

Mark W. Cassidy

Prosperiant Wealth Management, LLC

CRPC^®

Mark W. Cassidy, a financial fiduciary, provides financial services to clients in the New York, New York area. Mark holds a CRPC^® certification. Mark has over 15 years of experience.

New York, NY

Telephone: 973-789-6818

https://www.prosperiantwealthmanagement.com

Additional Information:

Years of Experience:
15 Years

Fee Structure

Fee-Based
Based on Assets

Asset Requirement: $0

Financial Services Provided:

Financial Planning
Portfolio Management
Retirement Planning
401K Rollovers
Wealth Management
Money Management

Name(s) of Custodian(s):
Charles Schwab

Excelsior Wealth Partners

CFP^®, CLU^®

Matt Dauksza, a financial fiduciary firm, has been a Paladin Registry member since 2020 and provides financial services to clients in the Syracuse, New York area.

Syracuse, NY

Telephone: 315-527-3590

https://www.excelsiorwp.com

Additional Information:

Years of Experience:
24 Years

Fee Structure

Fee-Based
Based on Assets

Asset Requirement: $100,000

Financial Services Provided:

Financial Planning
Portfolio Management
Retirement Planning
401K Rollovers
Wealth Management
Money Management

John Patsy

LPL Financial

CLTC^®, CFP^®, RICP^®

John Patsy, a financial fiduciary, provides financial services to clients in the Hauppauge, New York area. John holds a CLTC^®, CFP^®, RICP^® certification. John has over 15 years of experience.

Hauppauge, NY

Telephone: 631-350-7024

https://www.johnpatsy.com

Additional Information:

Years of Experience:
15 Years

Fee Structure

Fee-Based
Hourly
Commissions
Flat Fee
Based on Assets

Asset Requirement: $50,000

Name(s) of Custodian(s):
LPL Financial, LLC

Nicholas J Efthemis

Emergent Wealth Advisors, LLC

CFP^®, CRPS^®

Nicholas J Efthemis, a financial fiduciary, provides financial services to clients in the Williamsville, New York area. Nicholas holds a CFP^®, CRPS^® certification. Nicholas has over 21 years of experience.

Williamsville, NY

Telephone: 716-828-8390

www.emergentwa.com

Additional Information:

Years of Experience:
21 Years

Fee Structure

Fee-Only
Flat Fee
Based on Assets

Asset Requirement: $100,000

Name(s) of Custodian(s):
Multiple

Snowden Lane Partners

CFP^®, CRPC^®, CPFA

Snowden Lane Partners, a financial fiduciary firm, has been a Paladin Registry member since 2023 and provides financial services to clients in the Williamsville, New York area.

Williamsville, NY

Telephone: 716-221-3321

https://snowdenlane.com/advisors/magnolia-wealth-advisors/#overview

Additional Information:

Years of Experience:
40 Years

Fee Structure

Fee-Based
Commissions
Based on Assets

Asset Requirement: $250,000

Financial Services Provided:

Financial Planning
Portfolio Management
Retirement Planning
401K Rollovers
Wealth Management
Money Management

William Romero

Mml

William Romero, a financial fiduciary, provides financial services to clients in the Garden City, New York area. William has over 20 years of experience.

Garden City, NY

Telephone: 646-805-8842

https://www.massmutual.com/

Additional Information:

Years of Experience:
20 Years

Fee Structure

Fee-Based
Hourly
Commissions
Flat Fee
Based on Assets

Financial Services Provided:

Financial Planning
Portfolio Management
Retirement Planning
401K Rollovers
Wealth Management
Money Management

Bryant Asset Management

CFA^®, CHARTERED FINANCIAL ANALYST

Bryant Asset Management, a financial fiduciary firm, has been a Paladin Registry member since 2019 and provides financial services to clients in the Slingerlands, New York area.

Slingerlands, NY

Telephone: 518-963-5800

https://www.bryantassetmgt.com/

Additional Information:

Years of Experience:
14 Years

Fee Structure

Commissions
Flat Fee
Based on Assets

Financial Services Provided:

Financial Planning
Portfolio Management
Retirement Planning
401K Rollovers
Wealth Management
Money Management

Edelman Financial Engines, LLC

Alex Pinn, a financial fiduciary firm, has been a Paladin Registry member since 2014 and provides financial services to clients in the Clifton Park, New York area.

Clifton Park, NY

Additional Information:

Fee Structure

Fee-Only
Based on Assets

Name(s) of Custodian(s):
Charles Schwab and others.

Allworth Financial

Allworth Financial, a financial fiduciary firm, has been a Paladin Registry member since 2023 and provides financial services to clients in the Rochester, New York area.

Rochester, NY

Telephone: 888-242-6766

https://allworthfinancial.com/

Additional Information:

Fee Structure

Fee-Based

Financial Services Provided:

Retirement Planning
Tax Advice and Services
Estate Planning & Trusts

Name(s) of Custodian(s):
TD Ameritrade

Altfest Personal Wealth Management

CPA, CFP^®, CFA^®, ChFC^®

Altfest Personal Wealth Management, a financial fiduciary firm, has been a Paladin Registry member since 2022 and provides financial services to clients in the New York, New York area.

New York, NY

Telephone: 212-796-8732

https://www.altfest.com/

Additional Information:

Fee Structure

Fee-Only
Based on Assets

Asset Requirement: $1,000,000

Financial Services Provided:

Financial Planning
Portfolio Management
Retirement Planning
401K Rollovers
Wealth Management
Money Management

Name(s) of Custodian(s):
Charles Schwab & TD Ameritrade

Edelman Financial Engines, LLC

Edelman Financial Engines, LLC, a financial fiduciary firm, has been a Paladin Registry member since 2018 and provides financial services to clients in the White Plains, New York area.

White Plains, NY

Additional Information:

Fee Structure

Fee-Only
Based on Assets

Name(s) of Custodian(s):
Charles Schwab and others.

Farther Finance, LLC

Farther, LLC, a financial fiduciary firm, has been a Paladin Registry member since 2023 and provides financial services to clients in the New York, New York area.

New York, NY

Telephone: 646-494-2925

https://www.farther.com/

Additional Information:

Fee Structure

Fee-Only
Flat Fee
Based on Assets

Asset Requirement: $0

Financial Services Provided:

Financial Planning
Portfolio Management
Wealth Management
Estate Planning & Trusts

Future You Wealth LLC

CFA^®

Future You Wealth, a financial fiduciary firm, has been a Paladin Registry member since 2023 and provides financial services to clients in the New York, New York area.

New York, NY

Telephone: 917-426-2982

www.futureyouwealth.com

Additional Information:

Fee Structure

Fee-Only
Based on Assets

Asset Requirement: $100,000

Financial Services Provided:

Financial Planning
Portfolio Management
Retirement Planning
401K Rollovers
Wealth Management
Money Management

Name(s) of Custodian(s):
Charles Schwab

Edelman Financial Engines, LLC

Matt Cuiffo, a financial fiduciary firm, has been a Paladin Registry member since 2018 and provides financial services to clients in the Uniondale, New York area.

Uniondale, NY

Additional Information:

Fee Structure

Fee-Only
Based on Assets

Name(s) of Custodian(s):
Charles Schwab and others.

Edelman Financial Engines, LLC

Walter Varian, a financial fiduciary firm, has been a Paladin Registry member since 2018 and provides financial services to clients in the New York, New York area.

New York, NY

Additional Information:

Fee Structure

Fee-Only
Based on Assets

Name(s) of Custodian(s):
Charles Schwab and others.

William Martone

Martone Capital Management, Inc.

CLU^®, ChFC^®

William Martone, a financial fiduciary, provides financial services to clients in the Hawthorne, New York area. William holds a CLU^®, ChFC^® certification. William has over 49 years of experience.

Hawthorne, NY

Telephone: 914-318-9440

http://www.martonecapital.com/