Top Rated Financial Advisors in Pittsford, 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 Pittsford, 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 Pittsford, 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 Pittsford, 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.

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/

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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

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 Advisor

Telephone: 888-242-6766

Visit Advisor Website

https://allworthfinancial.com/

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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

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 Advisor

Telephone: 716-221-3321

Visit Advisor Website

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

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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
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Edelman Financial Engines, LLC

Edelman Financial Engines, LLC, a financial fiduciary firm, has been a Paladin Registry member since 2014 and provides financial services to clients in the Amherst, New York area.

Amherst, NY

Telephone Advisor

Telephone: 877-208-7414

Visit Advisor Website

https://www.edelmanfinancialengines.com/

View Research Report

Additional Information:

Fee Structure


• Fee-Only
• Based on Assets

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