List of Firms
Victor, NY Fiduciary Financial Advisors
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Freedom Financial Planning
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Merrill Lynch Wealth Management Advisor Bradley Richard
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Thomas H. Green, CPA, PC
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Prudential Financial
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Anderson-VanHorne Insurance & Financial Services
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Morgan Stanley Financial Advisors
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Paul Byron Hill CFP
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Northwestern Mutual - Rochester
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Fischer Investment Group, Inc.
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Park Ave Securities Llc
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RFG Associates
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Cimineri Financial Group
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Compass Wealth, LLC
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Richard J Dimarzo - Morgan Stanley
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Merrill Lynch Wealth Management Advisor Scott D. Fredereksen
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Merrill Lynch Wealth Management Advisor Michael Kaufman
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Cross Roads Divorce Advisors LLC
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Merrill Lynch Wealth Management Advisor Edward A Conklin
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Mahoney Wealth Strategies
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Wells Fargo Advisors
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The Sartini Group - Morgan Stanley
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Insight Investments
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Montgomery Jeanne
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Upstate Professional Planning
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Chrysler First Financial Services Corporation
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Jeffrey M. Praino - Morgan Stanley
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Best Times Financial
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Merrill Lynch Wealth Management Advisor Michael A Mauro
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TRP Group Inc
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Merrill Lynch Wealth Management Advisor Angelo J Ponticello
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Caritas Consulting
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Merrill Lynch Wealth Management Advisor Matthew A. Kilmer
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Merrill Lynch Private Wealth Advisor Stephen D Ryan
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Robert Mike - Morgan Stanley
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Merrill Lynch Wealth Management Advisor Christopher M Leone
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Finger Lakes Financial Services Inc
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Merrill Lynch Wealth Management Advisor Colin Worden
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LynnLeigh & Company
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Merrill Lynch Wealth Management Advisor Gerald R Mc Cue
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Jimmy Schaefer - Northwestern Mutual
![Financial Advisors in Victor, NY Financial Advisors in Victor, NY](https://www.financestrategists.com/firms/assets/financial-advisor/Victor_NY.png)
Where Certified Financial Advisors in Victor, NY Serve
Victor, NY is a vibrant town located in the heart of the Finger Lakes region. It boasts a variety of landmarks, including the charming Village of Victor, the stunning Victor Municipal Park, and the popular Eastview Mall. With top employers such as Constellation Brands, L3Harris Technologies, and Canandaigua National Bank & Trust, Victor is a hub of economic activity. The town is easily accessible via major highways such as the New York State Thruway and Interstate 490, as well as local roads like Route 96 and Route 332. Neighborhoods in Victor range from historic Victor Village to newer developments like Cobblestone Creek and High Point. Whether you're looking for a bustling commercial center or a peaceful residential community, Victor has something for everyone.
Services Provided by Fee Based and Fee Only Financial Advisors
Banks and Credit Unions
Insurance Broker
Retirement Planning
Wealth Management
Mortgage Loan Officer
Tax Services
Estate Planning Lawyer
FREQUENTLY ASKED QUESTIONS
FAQs About Personal Financial Advisors in Victor, NY
A financial advisor in Victor, NY can provide a wide range of financial advising services to individuals and businesses alike. From investment management and retirement planning to estate planning and tax preparation, a financial advisor can help clients navigate the complex world of finance and make informed decisions about their money. In Victor, NY specifically, a financial advisor may also be able to provide specialized advice on local investment opportunities and tax regulations. With their expertise and experience, a financial advisor can help clients achieve their financial goals and build a secure future for themselves and their families.
Victor, NY is undoubtedly the best place to get financial advising due to its diverse range of financial experts and its top-notch infrastructure. With a population of over 14,000 people, Victor is home to a plethora of financial advisors who have years of experience in the industry. Whether you are looking for investment advice or need help with retirement planning, you can always find a financial advisor who can cater to your unique needs. Moreover, Victor boasts of state-of-the-art financial institutions that provide a wide range of financial services, including banking, insurance, and investment management. The town's robust financial infrastructure, coupled with its experienced financial experts, makes it an ideal destination for anyone looking to secure their financial future.
A financial planner in Victor, NY is responsible for providing customized financial advice and solutions to individuals and businesses. They analyze their clients' financial situation and goals, and develop comprehensive plans to help them achieve their objectives. In Victor, NY, financial planners must be well-versed in the local economy, which is primarily driven by the manufacturing and healthcare industries. Additionally, they must be knowledgeable about the unique financial challenges faced by residents in this region, such as high property taxes and the cost of living. With their expertise in investment management, retirement planning, and tax strategies, financial planners in Victor, NY help their clients navigate the complex financial landscape and secure their financial future.
Victor, NY residents should consider reaching out to a financial advisor when they find themselves struggling to manage their finances due to the high cost of living in the area. With a median home price of $270,000 and a cost of living index of 110, Victor, NY is 10% more expensive than the national average. This can put a strain on residents' finances, making it difficult to save for retirement, pay off debt, or invest in their future. A financial advisor can provide guidance on budgeting, debt management, and investment strategies to help residents navigate these challenges and achieve their financial goals. Additionally, a financial advisor can help Victor, NY residents take advantage of local resources such as the Victor Local Development Corporation, which offers small business loans and grants to support economic growth in the area.
A financial advisor in Victor, NY must possess a multitude of important qualities in order to effectively serve their clients. Firstly, they must have a deep understanding of the financial landscape in Victor, NY, which boasts a diverse economy consisting of industries such as healthcare, education, and retail. Additionally, they must possess excellent communication skills, as they will need to effectively convey complex financial information to their clients in a clear and concise manner. Furthermore, a successful financial advisor in Victor, NY must be highly analytical and able to make informed investment decisions based on market trends and economic indicators. They must also be trustworthy and able to build strong relationships with their clients, as financial planning is a deeply personal and sensitive matter. Ultimately, a financial advisor in Victor, NY must possess a unique blend of technical expertise, interpersonal skills, and local knowledge in order to provide the highest level of service to their clients.
Victor, NY is home to several top financial advising firms that are renowned for their expertise and exceptional client services. These firms provide a wide range of financial planning and investment management services to individuals, families, and businesses in the region. With their deep understanding of the local market and the unique financial challenges faced by the residents of Victor, these firms offer customized solutions that cater to the specific needs of their clients. From retirement planning to estate planning and wealth management, these firms have the knowledge and experience to guide their clients towards financial success. The complexity of their services is matched only by their commitment to providing personalized attention and building long-term relationships with their clients.
Financial advisors in Victor, NY are compensated in several ways. One common method is through commissions, where they earn a percentage of the products they sell to clients. Another compensation method is through fees, where they charge a flat rate or hourly fee for their services. In Victor, NY, financial advisors may also receive compensation through a combination of commissions and fees. Additionally, some advisors may receive bonuses or incentives based on their performance or the performance of the products they sell. It is important for clients to understand how their financial advisor is compensated, as it can impact the advice and recommendations they receive. Overall, financial advisors in Victor, NY have a variety of compensation methods available to them, and it is up to each individual advisor to determine what works best for their business and their clients.