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Top Rated Financial Advisors in Dewitt, New-york

Knowing that your financial future is in safe hands is reassuring! An experienced financial expert can help you strategize your spendings, earnings, investments and savings to overcome your financial challenges and meet your financial goals effectively. However, finding a trusted financial advisor in Dewitt, New-york is a daunting undertaking as there are hundreds of advisors near you, with a long list of qualifications and certifications to research and evaluate, that may leave you perplexed.

Find top advisors in Dewitt, New-york with Paladin Registry

Paladin Registry helps you sail through your financial advisor search journey easily by narrowing down your list to top vetted financial advisors in Dewitt, New-york near you.

Search for the best financial advisors and planners for you with Paladin Registry’s unbiased free matching tool and get matched to vetted, pre-qualified financial advisors. Compare the advisor's credentials, certifications, firm associations etc. and connect with the financial advisor that best matches your requirements.

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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.

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
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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.

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.

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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.

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

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