Top financial advisors in Gloversville, NY
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
You might seek a financial advisor in Gloversville, NY, if you're navigating estate planning and want to avoid unexpected tax bills that can arise just above exemption limits. A common mistake is underestimating how estate tax cliffs can impact your heirs and overall legacy.
- Estate tax awareness. Confirm the advisor understands New York's specific estate tax thresholds and how small changes in your estate value can trigger large tax consequences.
- Legacy planning integration. Ask how they coordinate wills, trusts, and beneficiary designations to align with your estate tax strategy.
- Asset protection strategies. Inquire about approaches to shield assets from unnecessary taxation while preserving your financial goals.
- Coordination with legal professionals. Ensure the advisor works closely with your estate attorney to keep your plan consistent and up to date.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Allan M
CFP®, Series 63, Series 65
Johnstown, NY
UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner
Allan Macvean's 35 years of experience and CFP® certification equip him to address estate planning challenges near Gloversville, NY, with a focus on retirement income strategy and wealth management. Operating within a large firm offering flat-fee and negotiated advisory fees, he serves established professionals and integrates comprehensive financial planning with a broad network of independent advisors.
Experience: 35 years
Avg account: $410,135
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Peter P
Series 65
Gloversville, NY
Conservative Equity Investment Advisors
Peter Psaras in Gloversville, NY, offers expertise in active portfolio and concentrated stock management, serving high-net-worth clients with a flat-fee or 1% AUM fee structure. His firm employs a proprietary algorithm alongside fundamental and quantitative analysis, providing tailored discretionary portfolio management that integrates well with estate planning needs involving trusts and asset protection strategies.
Experience: 17 years
Avg account: $798,524
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Donald S
Series 63
Gloversville, NY
LPL Financial
Donald Stanyon Jr. brings 33 years of experience in wealth management and retirement plans, making him well-equipped to address estate planning challenges in Gloversville, NY. His affiliation with LPL Financial, a large firm offering flat-fee financial planning and in-house research support, distinguishes him by combining seasoned expertise with comprehensive resources and flexible fee structures.
Experience: 33 years
Avg account: $399,489
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Steffen H
CFP®, Series 66
Gloversville, NY
Wells Fargo Clearing
Steffen Hellert, a CFP® with 16 years of experience at Wells Fargo Clearing in Gloversville, NY, is well-equipped to address estate planning concerns, especially for high-net-worth clients. His firm’s IPS-driven approach and flat-fee structure, combined with expertise in retirement plan consulting and diverse investment options, distinguish him from other advisors in the area.
Experience: 16 years
Avg account: $475,575
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Katelyn S
Series 66
Gloversville, NY
Key Investment Services LLc
Katelyn Sager in Gloversville, NY, may assist with estate planning by leveraging her expertise in tax-loss harvesting and active portfolio management, which can help manage tax implications effectively. Working at Key Investment Services LLC, a large firm offering model-driven wrap-fee advisory programs, she serves diverse clients including trusts and estates, providing a structured approach compared to smaller, discretionary-focused advisors.
Experience: 3 years
Avg account: $254,267
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