Financial Advisors in New York

Business Address: 111 Broadway, 12th Floor, New York, NY, 10006, USA
As the leading cross-border Investor Relations firm, Taylor Rafferty offers the finest in all phases and facets of investor relations, as well as capital markets goals and communications. Drawing from over 35 years of experience, Taylor Rafferty exceeds expectations, even as the leading independent Investor Relations firm.... See More

Willink Asset Managment LLC is a fee only registered investment advisor. Financial planning and investment advice is what we provide; not the marketing of financial products under the guise of advice. We maintain a fiduciary standard of care in our relationship with you. Sales commissions, referral fees or indirect compensation by others are not accepted. Investment expenses are designed to be affordable and competitive.

Our Services are:

Financial Planning for Pre-Retirees and Retirees
Portfolio Management for Individuals and Private Trusts
Consultation on Investment and Insurance matters
Consultation on Employer Retirement Plans... See More

Full Service Financial Consultant and Retirement Income Planning Specialist

Welcome to RJM Investments.

I founded RJM Investments in 2002 to bring my own style of personalized, objective and careful portfolio management to Capital District professionals. Most importantly, I offer independent, fee-only investment advice.

RJM Investments is a small firm, and that’s the way my clients like it. At RJM, small means that you can expect the complete attention and full availability of me, not an associate. I answer my own phone. As a fee-only fiduciary, I am paid solely by my clients, and I never accept fees or commissions from third parties. As your fiduciary, I am legally required to always act in your best interests. This is a responsibility that I take most seriously.

I believe that a carefully allocated, well-diversified portfolio of no-load mutual funds offers the highest probability of long-term investment success with the lowest risk of under-performance. As over 95% of the portfolios that I manage are retirement accounts, my first goal is to protect principle and then earn a reasonable return. I am not trying to beat the stock market every year. My practice is to follow and recommend that my clients follow solid, time-tested fundamentals of investing that maximize the likelihood of long-term investment success.

My intention is to work with my clients for the rest of their lives.

Services listed below relating to product sales are shown only to indicate an area of expertise for consultation and advice, no products are sold by this firm.... See More

Trendline Financial Solutions is a Fee Only Financial Planning Practice specializing in Family Financial Planning and life changing events such as Divorce, New Baby, Loss of Loved One. As a Fee Only Planning Firm, we do not earn any commissions on products recommended nor any referral fees. Thus you can be assured of our complete objectivity in recommending any course of action.... See More

Kevin McLoughlin, CFP
Arista Wealth Advisors, LTD. is an independent, fee-only wealth management firm located in Albany, New York. Since being established in 1988, the firm has been committed to providing comprehensive financial planning and investment management that enables our clients to build a better and more secure financial future.
Our philosophy is to provide our clients with both personal and professional service. Whether you are concerned about achieving your retirement goals, evaluating how to best utilize an inheritance or planning for the security of someone you love, our team, which includes CERTIFIED FINANCIAL PLANNER™ practitioners and attorneys have the training, experience and expertise to help.
The mission of Arista Wealth Advisors is to create and maintain wealth for our clients through long-term effective asset management. Our client relationships are built on trust, superior professional advice, continual communication and prompt personal service. We assist our clients in setting financial goals, monitoring and revising their goals and keeping them informed of the progress and achievement of these goals.
Financial Planning: We will help you identify your life goals, analyze your objectives, assess your risk tolerance and then design, implement, and monitor solutions that will enable you to achieve those goals for you and your family. We will help you discover the financial strengths and weaknesses in all aspects of your financial life.
Investment Management: Our investment recommendations are made only after considering a wide range of investment opportunities and after carefully considering your goals, risk tolerance and time horizon. We believe that a diversified, low-cost, well-balanced portfolio, using dollar-cost-averaging and long-term buy-and-hold strategies, will successfully achieve long-term financial objectives. ... See More

Matthew Hague
Guide Wealth Management is a private wealth management firm headquartered in New York. We have offices in Manhattan, Hudson Valley, and Washington, DC. The firm was born out of a desire to provide a sophisticated wealth management solution which puts the client first. Our areas of speciality include Small Business Planning, Entrepreneurs, and High/Ultra High Net Worth individuals. We provide comprehensive financial planning and tax preparation for our Wealth Management clients. Please use the link below to schedule a complimentary 30 minute 'get to know each other' session. ... See More

Samuel McPherson, CFP
McPherson Financial Advisors, Inc. is a holistic financial planning firm. Our commitment is to the client first and foremost. We do not require that you place your investments with us. Many of our clients are self-directed investors who realize the benefits of financial planning. Our approach to investing is a strictly index-based approach.
We take time to fully understand our client's goals and aspirations. Our recommendations are built not only from spreadsheets, but, more importantly, from an understanding of what will provide peace of mind to our clients.
We specialize in planning for retirees and pre-retirees. The decision to retire or perhaps to enter the next chapter of life is never made easily. Aside from the financial issues, there are behavioral considerations about how to find fulfillment if you are not generating income, and how to use your accumulated wealth to lead a satisfying life.
I focus on assisting clients to lead a fulfilling life in "retirement". I also pay close attention to the financial details, and I offer strategies that can reduce tax and the cost of investing just when you need those strategies to work as optimally as possible.
My ideal client is at least 50 years of age, has accumulated investment savings, and is either already living in retirement, or considering what life would look like without the demands of working full time.... See More

Michael Angelucci, CFP, MBA
Angelucci Wealth Management, LLC is a full service financial planning firm that is dedicated to helping clients solve their financial problems and manage their financial future. AWM believes that understanding a clients life's goals and risk profile is the most important aspect of developing a financial or investment plan for that client. AWM also believes that the use of index funds and minimizing investing costs is the most efficient way to build an investment portfolio. AWM bases financial investing advice on probabilities not possibilities, in other words, advice is based on academicly sound evidence not somebody's predictions of future events.... See More

Gregory Fetters, CFP, CPA/PFS
Our mission is to help our clients fulfill their life's most important values by achieving their financial goals. The firm specializes in providing fee-only financial planning services and investment advice to individuals and families.
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Gerard Barrasso, CFP, CPA/PFS
United Financial Planning Group LLC is an independent, fee only, financial planning and accounting firm. As a result, our compensation comes only from you, meaning you pay no commissions, kickbacks, trailers or hidden fees. Our clients always come first. We are free from conflicts of interest that are common among other firms. We have the freedom to select from the best investment solutions and financial products in the marketplace at the lowest cost. We are not constrained as many firms are, by proprietary investment products or firm specific products. As CFP’s we have taken a fiduciary oath that ensures your interests come first.... See More

Anne Chernish, BS, CFP
Anchor Capital Management, LLC is a fee-only Registered Investment Advisor (RIA) offering portfolio management and comprehensive financial planning from its headquarters in Ithaca, NY. Anchor Capital Management, LLC has an average account balance of $410.6K and approximately 33M in assets under management. Anchor is a fiduciary for individuals, high net worth individuals and charities that compose our client base. Anchor has clients throughout the United States and is registered in the states of New York and Texas.Anne C. Chernish, CFP® is the President and Managing Member. Anchor specializes in crafting custom financial plans for its valued clients and is a fiduciary for those who continue as wealth management clients. Anchor Capital Management, LLC supports its clients on a fee-only basis and specializes in serving pre-retirees, retirees and people in transition.CFP® and Certified Financial Planner™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and oncoing certification requirements. She is a member of NAPFA.... See More

Scott Weiss, CFP, CMFC, RICP
HOW WE HELP YOU Fee-Only Financial Planning firm serving the entire Putnam and Dutchess Counties, NY region (Mahopac, Brewster, Poughkeepsie, Fishkill, Danbury, CT). Weiss Financial Group specializes in providing objective financial planning and retirement planning to help clients build, manage and protect their assets through life's transitions.
PRE-RETIREMENT THROUGH RETIREMENT Company employees, IT professionals, and healthcare professionals with pensions, 401(k) plans and/or stock options. Public service employees such as teachers, police officers, and other government workers with pensions and/or 403(b)'s, 457's, etc.
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Cindy Golub, MBA
Fee-only financial planning on an hourly or flat fee basis especially for women. One-time, as needed or ongoing advice.We advise on your entire financial situation or on specific topics such as: budget analysis,college savings, estate planning, insurance review, retirement planning and financial check-ups.We provide objective advice as we are not receiving commissions from selling financial products. We have no account minimums.We offer our services in a personal, confidential manner.... See More

Kobie Thakar, CFP, MS
Sound financial planning begins with an understanding of your goals, dreams, and challenges. ADV Investment Management and Financial Planning was founded in 1985 by Anthony DeVito with the mission of addressing each client's unique situation. Drawing on past experience as an educator and researcher, Tony develops a broad investment strategy incorporating employer-sponsored retirement accounts to help his clients realize their life goals. Kobie Thakar has worked with Tony for nearly 10 years with a focus on creating financial plans, and then assisting with implementing and adjusting those plans as life brings new challenges. It is important to both Tony and Kobie that clients have a thorough understanding of how they can achieve their financial goals.
Tony and Kobie are fiduciaries, which means that at all times they put your interests ahead of their own. Strictly fee-only, there are no commissions, hidden fees, external incentives or bonuses for recommending specific products. Your situation and comfort level are the basis for any recommendation.
Tony is typically compensated for on-going investment management by a percentage of assets under management. If you prefer, Tony may also work on a project basis, in which case the hourly fee and total number of hours to be spent are agreed in advance. Kobie typically works to develop financial plans on a project basis, in which case the fee is agreed in advance.

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