Top financial advisors in Kingston, 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 in Kingston, NY if you're navigating complex estate planning, especially to avoid unexpected estate tax bills that can arise just above exemption limits. A common mistake is underestimating how these tax cliffs can impact your heirs and overall legacy.
- Estate tax expertise. Confirm how they handle planning around exemption thresholds to minimize surprise taxes.
- Experience with local laws. Ask how they incorporate New York-specific estate tax rules into your plan.
- Legacy goals alignment. Ensure they discuss how your estate plan supports your family’s long-term financial security.
- Coordination with legal counsel. Check if they work closely with your estate attorney to align financial and legal strategies.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
-
Patricia H
ChFC®, Series 63
Kingston, NY
Eagle Strategies (NY Life)
Patricia Heslin's extensive 42 years of experience and ChFC® designation equip her to address complex estate planning challenges in Kingston, NY, including navigating New York-specific tax rules. Affiliated with Eagle Strategies, a large firm serving diverse clients with client-directed solutions, she offers flexible fee structures such as hourly rates and subscription agreements, distinguishing her approach from others in the area.
Experience: 42 years
Avg account: $235,446
-
Barbara B
Series 63
Kingston, NY
OSAIC
Barbara Blas offers extensive experience with 28 years in the industry and is based in Kingston, NY, making her well-suited to address local estate planning complexities. Affiliated with Osaic Wealth, a large firm serving diverse clients, she provides flat-fee financial planning and consulting services, which may appeal to those seeking transparent pricing and seasoned guidance in managing estate tax implications.
Experience: 28 years
Avg account: $398,336
-
Summer M
Series 66
Kingston, NY
Equitable Advisors
Summer Mosher in Kingston, NY, specializes in retirement income strategy and Social Security optimization, making her well-suited for Baby Boomers planning their estates. Working with Equitable Advisors, a large firm serving high-net-worth clients, she offers flexible fee structures and integrates advisory and brokerage services to tailor financial plans aligned with legacy goals.
Experience: 4 years
Avg account: $570,841
-
Cheryl S
Series 63
Kingston, NY
The Marshall Financial Group LLC
Cheryl Stuart's 43 years of experience and focus on general estate planning guidance equip her to address complex estate tax issues in Kingston, NY, including local New York-specific rules. As an independent advisor at The Marshall Financial Group LLC, she offers fee-based asset management and a portfolio approach using mutual funds, ETFs, and managed stock accounts, differentiating her with a team-based service model and substantial firm assets under management.
Experience: 43 years
Avg account: $676,153
-
Isaac G
Series 63, Series 65
Kingston, NY
Natural Investments
Isaac Goldowitz in Kingston, NY, offers estate planning guidance with a focus on values-based and sustainable investing, aligning well with clients interested in socially responsible strategies. His firm, Natural Investments, serves diverse client types including high-net-worth households and emphasizes asset diversification and a long-term approach, with flexible fee options such as hourly consulting and retainer plans, distinguishing him from advisors with more traditional investment focuses.
Experience: 2 years
Avg account: $1,563,867
Want help finding the right advisor?
Answer a few questions to see advisors matched to you.
Specialized advisors
People also searched
Popular in Kingston, NY
Find advisors by type
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")