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Find 20 Recommended Local Financial Advisors in New York

Read profiles and client feedback for 20 recommended financial advisors serving New York, including New York, Buffalo and Rochester. Check the planning services they offer and contact appropriate professionals to discuss your financial goals and consultation options.
Albany (2)
Buffalo (3)
New York (9)
Rochester (3)
Syracuse (1)
Yonkers (2)
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First Rate Funding
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We offer 20+ years of experience in corporate financial strategy development
Expert financial advisory services for capital optimization, debt management, and strategic funding solutions. Trusted guidance for sustainable business growth.
Financial strategy Debt management Asset allocation
(518) 452-4700 Call Profile
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Curran Investment Management
9 Years
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We offer 40+ years of combined experience in financial services
Comprehensive financial planning and investment management services in Albany, NY. Curran Investment Management helps families achieve retirement security through personalized wealth strategies.
Wealth Management Investment Management Tax Planning
(518) 391-4200 Call Profile
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Leigh Baldwin
35 Years
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Founded in 1991 with proven industry expertise
Leigh Baldwin provides low-cost investment brokerage services, online trading platforms, and personalized financial solutions in Cazenovia, NY. Member FINRA & SIPC.
Online Trading Margin Accounts Cash Management
(315) 655-2964 Call Profile
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& Wealth Parnters
17 Years
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We specialize in financial services for women navigating life transitions
Specializing in women-focused financial planning and investment management, &Wealth provides personalized solutions for life transitions and divorce-related financial needs.
Financial Planning Investment Management Divorce Financial Planning
(410) 844-3300 Call Profile
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GCC Asset Management
32 Years
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We offer 30+ years of commodity trading expertise through our founder's experience
Professional managed futures accounts and CTA services for investors. Access research tools, 24/7 account management, and expert guidance in commodity trading.
Managed Futures Accounts CTA Selection Services 24/7 Account Access
(800) 809-6642 Call Profile
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Gregory L Schaffer Insurance
42 Years
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41 years of experience in comprehensive financial planning and investment management
Providing comprehensive financial advisory services since 1984, The Gregory L Schaffer Insurance offer personalized investment management, retirement planning, and estate preservation solutions. Our SEC-registered advisors serve clients throughout New Yor
Investment Advisory Financial Planning Retirement Planning
(585) 621-3300 Call Profile
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Wealth Design Services
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We have over 450 advisors delivering nationwide service.
Enjoy seamless, fiduciary-driven wealth management from a unified expert team, delivering personalized solutions that protect and grow your family's financial future.
Financial Planning Investment Management Estate Planning
(585) 442-3230 Call Profile
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Brighton Securities
50+ Years
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We offer over 50 years of combined experience in financial planning and wealth management.
Brighton Securities provides personalized financial planning, retirement strategies, and wealth management services in Rochester, NY. With decades of experience, we help clients achieve long-term financial security through tailored solutions.
Financial Planning Retirement Planning Estate Planning
(585) 473-3590 Call Profile
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Courier Capital
50+ Years
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We offer 50+ years of experience in independent financial advisory services
Courier Capital offers customized financial strategies and investment advisory services for individuals and institutions. With 50+ years of experience, we provide fiduciary-driven wealth management solutions across New York, Pennsylvania, and Florida.
Retirement Planning Investment Advisory Wealth Management
(716) 883-9595 Call Profile
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Consumer Credit Counseling Services
50+ Years
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Certified financial counselors with 50+ years collective experience
Consumer Credit Counseling Services offers debt management, credit counseling, and housing solutions in West Seneca, NY. Our certified counselors help reduce monthly payments and create personalized financial plans for lasting debt freedom.
Debt Management Credit Counseling Housing Counseling
(716) 854-1710 Call Profile