Top financial advisors in Jamestown, 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 need a financial advisor if you're navigating estate planning in Jamestown, NY, especially to avoid unexpected tax bills from estate tax cliffs just above exemption limits. Without focused expertise, advisors may overlook these cliffs, leading to costly surprises for your heirs.
- Estate tax awareness. Confirm how the advisor identifies and plans around estate tax thresholds specific to New York.
- Asset transfer strategies. Ask about methods they use to minimize tax impact when passing assets to beneficiaries.
- Coordination with legal counsel. Effective estate planning often requires working closely with your attorney; check how they collaborate.
- Experience with local regulations. Local tax laws can vary; ensure the advisor understands Jamestown and New York state specifics.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Jillian J
Series 63
Jamestown, NY
Equity Services, inc.
Jillian Jones in Jamestown, NY, offers expertise in retirement plans for business owners and long-term care insurance, supported by 12 years of industry experience and a Series 63 designation. Working with Equity Services, Inc., a large firm with flat-fee options, she provides financial planning and consulting services that integrate advisory and broker-dealer capabilities, distinguishing her from advisors focused solely on investment management.
Experience: 12 years
Avg account: $221,971
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Alex J
Series 63, Series 65
Jamestown, NY
Shift Fynancial
Alex Johnson's expertise in general estate planning guidance and retirement planning suits clients in Jamestown, NY, navigating estate tax complexities. His role at Shift Fynancial, which serves diverse clients including trusts and estates, combined with an independent fee structure of 0.50% AUM and eight years of experience, distinguishes him from others by offering tailored strategies and institutional brokerage access.
Experience: 8 years
Avg account: $84,615
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Cheryl H
Series 66
Lakewood, NY
Key Investment Services LLc
Cheryl Himmel's 25 years of experience at key Investment Services LLC in Jamestown, NY, equip her to navigate estate planning complexities, including tax-loss harvesting and active portfolio management. Her firm’s large-scale, model-driven wrap-fee programs and collaboration with third-party managers offer diverse strategies, distinguishing her approach from others with a 1.40% annual advisory fee and a focus on both individual and institutional clients.
Experience: 25 years
Avg account: $254,267
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Nathaniel C
Series 63
Jamestown, NY
OSAIC
Nathaniel Carlson's 25 years of experience and Series 63 designation equip him to address estate planning challenges in Jamestown, NY, particularly with his expertise in annuities and fee-based asset management. Operating within OSAIC, a large firm offering flat-fee structures and diverse investment strategies, he provides access to advanced portfolio tools and collaborates with various client types, distinguishing him from advisors with narrower scopes or smaller firms.
Experience: 26 years
Avg account: $398,336
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Wayne Y
CFP®, Series 63
Jamestown, NY
LPL Financial
Wayne Young's 39 years of experience and CFP® certification equip him to navigate estate planning challenges in Jamestown, NY, including local tax laws and asset transfer strategies. Affiliated with LPL Financial, a large firm offering diverse investment solutions, he provides flat-fee financial planning and serves a broad client base, distinguishing him from advisors with narrower focuses or different fee structures.
Experience: 40 years
Avg account: $399,489
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