Financial advisors in Clifton Park, NY

78 match · page 1 of 3

Alex Pinn
Financial advisor at Edelman Financial Engines
Edelman Financial Engines · $326.29B AUM
CFP®VerifiedFinancial planning
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Brandon Bogardus
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Charles Reutemann
Financial advisor at Esi Financial Advisors
Esi Financial Advisors · $2.78B AUM
CFP®VerifiedFinancial planning
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Donald Reutemann
Financial advisor at Esi Financial Advisors
Esi Financial Advisors · $2.78B AUM
CFP®VerifiedFinancial planning
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Jonathan Mulligan
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
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Kerry Mayo
Financial advisor at Capital Financial Advisors of New York, LLC
Capital Financial Advisors of New York, LLC · $260M AUM
CFP®VerifiedFinancial planning
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Kevin Babcock
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Kevin Newman
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
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Lakshmi Nagarajan
Financial advisor at Holistic Wealth Advisors
Holistic Wealth Advisors · $278.7M AUM
CFP®VerifiedFinancial planning
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Laura Brunetti
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
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Michael Brown
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
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Michael Sleasman
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
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Nicolas Dumas
Financial advisor at Silver Oak Securities, Inc.
Silver Oak Securities, Inc. · $2.45B AUM
CFP®VerifiedFinancial planning
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Sciandra Julianne
Financial advisor at Capital Financial Advisors of New York, LLC
Capital Financial Advisors of New York, LLC · $260M AUM
CFP®VerifiedFinancial planning
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Thomas Lynch
Financial advisor at Holistic Wealth Advisors
Holistic Wealth Advisors · $278.7M AUM
CFP®VerifiedFinancial planning
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Amy Taylor
Financial advisor at Optimus Wealth Management Group, Inc.
Optimus Wealth Management Group, Inc.
VerifiedFinancial planning
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Anthony Capobianco
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
VerifiedFinancial planning
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Anthony Dipace
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Ashley Filuta
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
VerifiedFinancial planning
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Belinda Kucharski
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
VerifiedFinancial planning
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Candace Gregory
Financial advisor at Holistic Wealth Advisors
Holistic Wealth Advisors · $278.7M AUM
VerifiedFinancial planning
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Carmelo Nicolosi
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
VerifiedFinancial planning
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Charles Drake
Financial advisor at Holistic Wealth Advisors
Holistic Wealth Advisors · $278.7M AUM
VerifiedFinancial planning
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Charles Reinemann
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $252.25B AUM
VerifiedFinancial planning
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Chelsea Nelson
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Christopher Marino
Financial advisor at Tlg Advisors, Inc.
Tlg Advisors, Inc. · $2.3B AUM
VerifiedFinancial planning
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Christopher Robertson
Financial advisor at Bankers Life Advisory Services, Inc.
Bankers Life Advisory Services, Inc. · $2.49B AUM
VerifiedFinancial planning
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Corey Drejas
Financial advisor at Meristead Wealth, LLC
Meristead Wealth, LLC · $1.29B AUM
VerifiedFinancial planning
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Craig Fitzpatrick
Financial advisor at Esi Financial Advisors
Esi Financial Advisors · $2.78B AUM
VerifiedFinancial planning
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Daniel Polansky
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗

How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Clifton Park, NY

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

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Financial advisors in Clifton Park, NY.

How this list works

Before you hire an advisor in Clifton Park, NY