List of Firms
Webster, NY Fiduciary Financial Advisors

Edward Jones - Financial Advisor: Peter Wing, AAMS™

Conroy Wealth Management

Kinecta Federal Credit Union - Webster Phillips Rd (badge access required)

Clover Leaf Financial, LLC

Commonwealth Financial Group

Emerald Tax & Accounting Services, LLC

Webster Chamber of Commerce Inc.

R.P. Damico & Associates, Inc.

Whitney & Company

EMERALD FINANCIAL SERVICES, INC.

Allstate Financial Services - Eileen M Minier

Edward Jones - Financial Advisor: Matthew D Terp

Edward Jones - Financial Advisor: Jon Wordingham, CFP®|AAMS™

A.M. Ginsberg Advisory Group

Anchor Wealth Advisors

Edward Jones - Financial Advisor: Patrick E Caufield

Oakleaf Services Corporation

NorthLanding Financial Partners, LLC

Bank of America (with Drive-thru ATM)

Resource Financial Services

iCommercial Lending Group - Financing & Business Loans Rochester NY

Yaeger Treviso & Associates Inc

Edward Jones - Financial Advisor: Rich Marlin

Kathryn Castro - Financial Advisor, Ameriprise Financial Services, LLC

Retirement Marketing Solutions

Jeff Sharman - Raymond James

Joseph A. Tripi, CPA

Edward Jones - Financial Advisor: John Pascucci, AAMS™

Retire In Time

Halstead Financial Resources

Retirement Planning Services

JRB Financial

Edward Jones - Financial Advisor: Geoff Glanville, CFP®|AAMS™|CRPC®

Joseph Lonobile

Raymond F Schultheis CPA

Amg Commercial Mortgage Group

Marianne Bolton - RBC Wealth Management Financial Advisor

Xcu Capital Corporation Inc

Whitney & Co Inc

ABW Financial Services

Mary Beth Fairchild - Financial Advisor, Ameriprise Financial Services, LLC

Safe Harbor Capital LLC

Steve Shemirani - UBS Financial Services Inc.

Weller Group LLC

Council Rock Wealth Advisory Group - Ameriprise Financial Services, LLC

Winton Financial

Bernardi & Company CPA's LLP

OneMain Financial

World of Finance

OakWood Financial Services

John Reigelman

FocalPoint Wealth Management

Margaret Brown

Xceed Wealth Management Group

Daniel Hayes - Financial Advisor, Ameriprise Financial Services, LLC

Where Certified Financial Advisors in Webster, NY Serve
Webster, NY is a vibrant and bustling community situated in Monroe County, New York. It is home to a myriad of landmarks that are steeped in history and culture. The town boasts of the Webster Arboretum, a sprawling 40-acre park that is a haven for nature lovers and hikers alike. The Whiting Road Nature Preserve is another popular attraction that is known for its picturesque trails and serene surroundings. When it comes to employment, Webster has a diverse range of top employers that cater to different industries. The Xerox Corporation, which is a global leader in document technology and services, has its headquarters in Webster. Other notable employers include the Wegmans Food Markets, Inc., which is a regional supermarket chain, and the Rochester Regional Health System, which provides healthcare services to the community. Webster is well-connected to other parts of the state and country through its major highways and streets. The town is intersected by the New York State Route 104, which runs east-west across the state.
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 Webster, NY
A financial advisor in Webster, NY can offer a wide range of financial advising services to individuals and businesses. These services may include investment management, retirement planning, tax planning, estate planning, and risk management. The financial advisor may also provide guidance on how to achieve financial goals, such as saving for college or buying a home. One unique aspect of Webster, NY is its proximity to Lake Ontario, which can present specific financial planning challenges for residents. For example, homeowners may need to consider flood insurance and other weather-related risks when developing a comprehensive financial plan. A financial advisor in Webster, NY can help clients navigate these challenges and create a personalized financial plan that meets their unique needs and goals.
Webster, NY is an ideal place to seek financial advising due to its thriving economy and diverse community. The town's robust economy has attracted a plethora of financial experts and firms, each offering a unique perspective on financial management. Additionally, the town's diverse community fosters a rich cultural exchange, allowing financial advisors to tailor their services to cater to the unique needs of each client. Furthermore, Webster's close proximity to Rochester, a bustling city with a plethora of financial institutions, provides residents with access to a wide range of financial services. Whether you're seeking advice on investments, retirement planning, or debt management, Webster's financial advisors have the expertise and resources to help you achieve your financial goals.
A financial planner in Webster, NY is a professional who assists clients in managing their finances effectively. They analyze the financial situation of their clients and provide them with personalized advice on how to achieve their financial goals. In Webster, NY, financial planners have a unique understanding of the local economy and the financial challenges that residents face. They are well-equipped to provide guidance on investments, retirement planning, and estate planning. With their expertise, they can help clients navigate the complex financial landscape and make informed decisions that will benefit them in the long run. Overall, a financial planner in Webster, NY plays a crucial role in helping individuals and families achieve financial stability and security.
Residents of Webster, NY should consider reaching out to a financial advisor when they are looking to make significant financial decisions. Whether it's purchasing a home in the highly sought-after neighborhoods of Webster, such as Lake Road or Klem Road North, or investing in the growing local businesses, a financial advisor can provide valuable guidance. Additionally, with the town's proximity to Rochester and its thriving job market, Webster residents may want to seek advice on how to maximize their income and plan for retirement. Furthermore, with the town's diverse population and range of income levels, a financial advisor can assist in creating a personalized plan that meets individual financial goals and needs. In short, Webster, NY residents should reach out to a financial advisor when they want to make informed financial decisions that will impact their future financial well-being.
A financial advisor in Webster, NY must possess several important qualities to provide comprehensive guidance to their clients. Firstly, they should have a deep understanding of the local economy and the financial landscape of Webster. This means keeping up-to-date with the latest trends, regulations, and investment opportunities specific to the region. Additionally, they should be highly analytical and possess strong problem-solving skills to help clients navigate complex financial situations. A financial advisor in Webster, NY must also be able to communicate effectively with clients, explaining complex financial concepts in a way that is easy to understand. Furthermore, they should be trustworthy and have a high level of integrity, always putting their clients' best interests first. Lastly, they should be adaptable and able to adjust their strategies based on their clients' changing needs and goals. In summary, a successful financial advisor in Webster, NY must possess a combination of local knowledge, analytical skills, communication abilities, trustworthiness, and adaptability to provide the best possible guidance to their clients.
Webster, NY is home to several top financial advising firms that offer a wide range of services to cater to the diverse needs of clients. These firms are known for their expertise in financial planning, investment management, and retirement planning, among others. One of the unique aspects of Webster, NY, is the presence of firms that specialize in sustainable and socially responsible investing. These firms are committed to creating positive social and environmental impact through their investment strategies, and they have gained a reputation for being leaders in this field. Moreover, the financial advising firms in Webster, NY, are staffed by highly qualified professionals who possess a deep understanding of the financial markets and the latest trends in the industry. Clients can expect to receive personalized advice and guidance that is tailored to their specific financial goals and objectives.
Financial advisors in Webster, NY receive compensation in various ways, ranging from commission-based models to fee-only structures. Some advisors charge a percentage of the assets under management, while others may charge hourly or project-based fees. Additionally, some advisors may receive bonuses or incentives for meeting certain performance targets. In Webster, NY, financial advisors may also specialize in certain areas, such as retirement planning or estate planning, and their compensation may reflect their expertise in these areas. It is important for clients to understand how their advisor is compensated, as it can impact the advice and recommendations they receive. Overall, financial advisor compensation in Webster, NY is diverse and tailored to the individual needs of both the advisor and their clients.