What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the Albany, NY area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".
Every Albany, NY Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Aaron Lieberman
CFP®, CDFA®
Modera Wealth Management
Albany, NY
Specialties: Comprehensive Financial Planning, Wealth Management, Retirement Income Planning, Investment Management, Multigenerational Planning, Disabilty and Special Needs Planning, Education Savings, Insurance Planning, Estate & Trust Planning, Business Financial Planning and Retirement Services, Tax Planning
Nothing makes us happier than helping you live well. With our team at your side, you feel taken care of. No challenge is too complex to handle. No opportunity passes you by. And every question gets a thoughtful answer.
Nate Tomkiewicz
CFP®
Tomkiewicz Wealth Management
Wynantskill, NY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Whether you're building wealth or planning retirement, every financial decision deserves expert guidance.
Kerry Mayo
CFA®, CFP®
Capital Financial Advisors of New York, LLC
Clifton Park, NY
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Serving the Capital District of New York State and clients throughout the USA
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Fee-Only Financial Advisors never earn commission or sell investment products.
Fee-Only:
Compensated only by the client without earning commission of any kind for product sales or referrals.Fiduciary:
Legally sworn and obligated to always place the interest of the client ahead of their own.Independent:
Not affiliated with any brokerage firm, bank, or insurance company.
Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)
