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.

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 Advisor

Telephone: 315-527-3590

Visit Advisor Website

https://www.excelsiorwp.com

View Research Report

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.

Dewitt, NY

Telephone Advisor

Telephone: 315-446-8720

Visit Advisor Website

www.omcfinance.com

View Research Report

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

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 Advisor

Telephone: 585-381-1861

Visit Advisor Website

https://echelonwa.com/

View Research Report

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