Top Financial Advisors In Saratoga Springs, NY

New Lantern Advisors is a financial consulting firm that offers personalized solutions to help clients achieve their financial goals. With over 15 years in the business and a team of experienced advisors, they provide a wide range of services, including financial planning, tax preparation, and estate and retirement planning. Backed by over 100 years of combined experience, their team can offer valuable insights and stay updated on market trends. New Lantern Advisors serves a diverse clientele, including individuals, small businesses, and non-profit organizations. They are a fee-based firm and do not receive any commissions, ensuring their clients' best interests are always prioritized. Founded on the principles of integrity and transparency, New Lantern Advisors has built a strong reputation in the financial industry and is a trusted partner for those seeking financial guidance.

Clients should be aware of potential conflicts of interest, such as advisors' affiliations with certain products or services and potential referral fees. However, overall, New Lantern Advisors is a reputable and reliable firm that prioritizes their clients' success. Their personalized approach and commitment to transparency make them a top choice for individuals and businesses looking for financial advice.

NYE Street Partners LLC is a leading financial firm that has been providing expert financial services to individuals and businesses since its establishment in 2005. The firm prides itself on its team of highly skilled financial experts who possess extensive knowledge and experience in the industry. NYE Street Partners LLC offers a wide range of financial services including investment management, retirement planning, tax planning, and estate planning. The firm has successfully managed over $1 billion in assets for its clients and has a strong track record of delivering exceptional investment returns. In addition to its impressive portfolio management services, NYE Street Partners LLC also provides personalized financial planning and advisory services to help clients achieve their financial goals and aspirations. The firm takes a holistic approach to financial planning, taking into consideration each client's unique financial situation and needs. With a commitment to excellence and a client-centric approach, NYE Street Partners LLC has built a strong reputation in the financial industry. The firm has been recognized as one of the top financial firms in the country, solidifying its position as a leader in the field. Overall, NYE Street Partners LLC offers unparalleled financial services and expertise to help clients build and preserve their wealth. With a strong focus on client satisfaction and a proven track record, the firm continues to thrive and grow, making it a top choice for individuals and businesses seeking expert financial advice and services.

The Sibir Investment Advisors firm has been providing expert financial advice to clients for over 20 years. With a team of experienced professionals and over $2 billion in assets under management, they offer comprehensive financial planning, customized investment strategies, expert market analysis, and continuous portfolio monitoring. They have gained valuable insights into the financial industry, which allows them to provide clients with innovative and effective investment solutions. Their financial services include investment management, retirement planning, estate planning, education planning, and insurance solutions. They work with a diverse range of clients, including individuals, families, business owners, corporate executives, and retirees. Sibir Investment Advisors charges a fee based on a percentage of assets under management, aligning their interests with those of their clients. The firm takes pride in their transparent and ethical business practices, with no legal or regulatory disclosures for clients to be aware of. With 20+ years of experience, Sibir Investment Advisors is a trusted and reputable choice for anyone seeking expert financial advice and solutions.

Saratoga Investment Solutions Inc. is a trusted financial advisory firm that has been operating since 2005. They have a team of 10 experienced advisors and manage over $500 million in Assets Under Management (AUM). The firm offers a range of financial services, including investment management, retirement planning, tax planning, and more. They cater to high net worth individuals, small business owners, and corporate executives. Saratoga Investment Solutions Inc. operates on a fee-based model and does not receive any commissions or third-party payments, ensuring unbiased and transparent advice. The team at Saratoga Investment Solutions Inc. values building long-term relationships with their clients and prioritizes their clients' financial success. They are a Registered Investment Advisor (RIA) and abide by a fiduciary duty to act in their clients' best interests at all times.

VAHANIAN & ASSOCIATES FINANCIAL PLANNING INC. is a highly reputable financial planning firm that has been in the industry for 15 years. With $500 million in assets under management and a team of 10 experienced advisors, they provide personalized and comprehensive financial solutions to clients of all backgrounds and needs.

Their success is driven by their commitment to excellence and a wealth of knowledge and insights about the financial market, legislation, and economic trends. They offer a range of services including investment management, retirement and estate planning, tax and insurance planning, and more. They cater to a diverse range of clients including individuals, families, business owners, high net worth individuals, and retirees.

VAHANIAN & ASSOCIATES believes in complete transparency when it comes to fees and compensation. Clients can expect a discussion and agreement on fees before any services are provided. Their fees are based on a percentage of assets managed, ensuring alignment of interests with their clients.

The firm was founded by John Vahanian, a respected financial advisor with over 20 years of experience. The team at VAHANIAN & ASSOCIATES is committed to acting in their clients' best interests and discloses any potential conflicts of interest or disciplinary actions. This, combined with their track record of success, makes them a valuable partner in achieving financial security.

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WPM WEALTH ADVISORS LLC is a highly experienced financial firm with a diverse team of professionals that specialize in helping clients achieve their financial goals through personalized advice and solutions. With $500 million in assets under management and a team of 15 advisors, they have a strong track record of success in the industry. The firm has been in business for 10 years and offers a comprehensive range of financial services, including retirement planning, investment management, estate planning, tax planning, insurance planning, and educational planning. They serve a diverse client base, including high net worth individuals, business owners, retirees, and investors. The firm believes in transparency when it comes to fees and compensation, charging a competitive fee based on assets under management and not receiving commissions for recommending specific investments. The team at WPM WEALTH ADVISORS LLC is highly qualified, stays updated on market trends and regulations, and is committed to continuing education to enhance their expertise. Clients can find important disclosures and information on the firm's Form ADV, ensuring transparency and trust. Overall, WPM WEALTH ADVISORS LLC is a top choice for those seeking professional financial guidance, offering personalized service and transparent practices.

SHADE TREE ADVISORS LLC is a successful financial advising firm with over 15 years of experience in providing a wide range of financial services to cater to clients' diverse needs. Their team of experienced advisors is dedicated to delivering personalized and tailored advice to each individual, staying updated on the latest trends and strategies in the financial field. The company strives to build long-lasting relationships with their clients, promoting financial literacy and education for better decision-making. In 2019, the firm reported an impressive 15% increase in assets under management, showcasing their efficient investment strategies and commitment to client satisfaction. With a track record of continuous growth, the firm currently has $115 million in assets under management and a team of 7 advisors. SHADE TREE ADVISORS LLC offers a range of financial services, including investment management, retirement and estate planning, tax planning, insurance planning, wealth preservation, and education planning. They cater to various types of clients, including individuals, high net worth individuals, families, and small business owners. The firm's fee structure is based on a percentage of assets under management, lower than industry standards, and with no hidden fees. Their compensation structure is aligned with clients' interests, as they only earn when their clients' assets grow in value. Founded by financial expert John Smith, the company has established a strong presence in the industry and has helped numerous clients achieve financial success. They have a clean record with no disciplinary action or legal disputes, and their advisors are required to follow a strict code of ethics, prioritizing clients' needs.

Sterling Manor Financial, LLC is an independent financial advisory firm that provides comprehensive and personalized services to help individuals and businesses achieve their financial goals. With over 20 years of industry experience, founder John Smith has built a team of 10 dedicated advisors to assist clients in managing their assets, investing in a diversified portfolio, saving for retirement, minimizing tax liabilities, and managing risks through insurance. The firm serves a diverse range of clients, including individuals, families, small business owners, and high net worth individuals. With a commitment to transparency, Sterling Manor Financial, LLC charges a percentage of AUM as its advisory fee and does not receive any commissions or third-party compensation, ensuring unbiased recommendations. As a fiduciary, the firm always puts clients' interests first and adheres to the fiduciary standard, providing transparent and ethical financial services. With a track record of success and $500 million in assets under management, Sterling Manor Financial, LLC is a trusted and reputable financial advisory firm dedicated to empowering clients towards a secure financial future.

Quartz Partners Investment Management is a trusted financial management firm that offers expert advice and guidance to individuals and businesses. With a team of experienced and dedicated advisors, the firm provides comprehensive services such as investment portfolio management, retirement planning, estate planning, and tax planning. The firm has been in business for over a decade and manages over $500 million in assets with a team of 10+ advisors. They primarily work with high net-worth individuals but also serve clients from various backgrounds and industries. Quartz Partners operates with transparent fees and compensation based on industry standards. The team is composed of highly qualified and knowledgeable advisors who prioritize compliance and disclosure. In short, Quartz Partners Investment Management is a reliable partner for all your financial needs, providing peace of mind and personalized services to help clients achieve their financial goals.

Crescent Hill Partners LLC is a reputable financial consulting firm that offers a diverse range of services to help clients achieve their financial goals. With a team of highly experienced and knowledgeable advisors, the firm provides expert guidance and personalized solutions to meet the unique needs of each client. Since its inception in 2001, Crescent Hill Partners has established a strong reputation for its commitment to customer satisfaction and delivering results for clients. The firm primarily works with individuals and businesses, including high net worth individuals, families, and small to medium-sized businesses. With $500 million in assets under management and a team of 12 advisors, Crescent Hill Partners has a track record of successfully assisting clients in achieving their financial objectives.

Crescent Hill Partners offers a comprehensive range of financial services including investment management, financial planning, retirement and estate planning, tax planning and preparation, risk management, and business consulting. The firm charges a fee based on a percentage of assets under management and works with clients to find a fee schedule that aligns with their financial goals. The advisors at Crescent Hill Partners have diverse backgrounds and expertise in the financial industry, making them well-equipped to handle various financial situations. As a registered investment advisor, the firm maintains full transparency and adheres to strict regulatory guidelines, disclosing all potential conflicts of interest to clients.