Top financial advisors in Monticello, 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 Monticello, NY if you're navigating complex estate planning, especially to avoid unexpected tax bills that can arise just above exemption limits. Without focused expertise, advisors may overlook these estate tax cliffs, leading to costly surprises for your heirs.
- Estate tax awareness. Confirm how the advisor identifies and plans around exemption thresholds to minimize unexpected taxes.
- Experience with local laws. Ask how they incorporate New York-specific estate tax rules into your plan.
- Holistic asset review. Ensure they consider all your assets, including trusts and gifts, to accurately assess potential tax exposure.
- Succession planning insight. Discuss how they help structure your estate to smoothly transfer wealth while managing tax implications.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Linda B
Series 63, Series 66
Monticello, NY
Prospera Financial Services, inc.
Linda Barriger's 40 years of experience and Series 63 and 66 credentials position her well to address estate planning complexities in Monticello, NY, including local tax considerations. As part of Prospera Financial Services, a large firm managing $12.4 billion with 207 advisors, she offers flat-fee and hourly financial planning options, serving a diverse client base with active portfolio management and wealth management expertise.
Experience: 41 years
Avg account: $681,918
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Michael H
Series 63, Series 65
Rock Hill, NY
LVZ, Inc.
Michael Hodgson's extensive 23 years of experience and Series 63 and 65 licenses equip him to navigate complex estate planning challenges near Monticello, NY, including tax-loss harvesting and private investments. His firm, LVZ, Inc., offers discretionary management with a combined fundamental and technical investment approach, charging flat fees for planning and consulting, which may appeal to clients seeking transparent pricing and seasoned guidance.
Experience: 23 years
Avg account: $445,535
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Craig C
Series 63, Series 65
Liberty, NY
Key Investment Services LLC
Craig Crump's 34 years of experience and role at Key Investment Services LLC, a large firm offering wrap-fee advisory programs, equip him to address complex estate planning needs near Monticello, NY. His expertise in tax-loss harvesting and active portfolio management, combined with serving diverse clients including trusts and estates, distinguishes him from others by integrating model-driven investment options with oversight for suitability.
Experience: 34 years
Avg account: $254,267
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David S
Series 63, Series 65
Rock Hill, NY
Citigroup Global Markets
David Skurowitz, based near Monticello in Rock Hill, NY, brings 16 years of experience and expertise in tax-loss harvesting and sustainable investing, which can be valuable for managing estate tax implications. Affiliated with Citigroup Global Markets, a large firm serving high-net-worth clients, he offers multi-asset strategies and negotiable fees up to 2%, distinguishing him from advisors with smaller practices or different investment approaches.
Experience: 16 years
Avg account: $714,318
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Lori S
Series 63
Rock Hill, NY
Morgan Stanley
Lori Simon's 35 years of experience and focus on general estate planning guidance equip her to address complex estate tax issues relevant to Monticello, NY residents. As part of Morgan Stanley, a large firm managing $2.74 trillion in assets, she offers access to structured planning tools and diverse investment strategies, distinguishing her from advisors at smaller firms or with less extensive resources.
Experience: 35 years
Avg account: $670,481
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