Top financial advisors in Newburgh, 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 an advisor if you're navigating estate planning in Newburgh, NY, especially 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 financially.
- Estate tax awareness. Confirm the advisor understands New York's specific estate tax thresholds and how to plan around them.
- Exemption threshold strategies. Ask how they help clients manage assets to stay below or efficiently handle tax cliffs.
- Legacy planning integration. See if they coordinate estate plans with trusts or gifts to minimize tax exposure.
- Experience with local laws. Local regulations can differ; ensure the advisor applies Newburgh and New York state rules accurately.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Sheree D
Series 63, Series 66
Guttenberg, NJ
Edward Jones
Sheree Drake's 14 years at Edward Jones equip her to navigate Newburgh's estate tax nuances, especially with her expertise in multi-generational wealth transfer and tax-loss harvesting. Operating within a large firm managing over $1 trillion in assets, she offers both discretionary and non-discretionary strategies, providing a broad range of advisory services that may suit clients seeking comprehensive wealth management.
Experience: 14 years
Avg account: $246,728
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Scott D
Series 63
Newburgh, NY
LPL Financial
Scott Dancyger's 22 years of experience and Series 63 designation equip him to navigate Newburgh's estate planning challenges, including tax implications. Operating within LPL Financial, a large firm offering flat-fee financial planning and diverse investment solutions, he also brings expertise in retirement plans and tax-loss harvesting, distinguishing him from advisors focused solely on estate tax strategies.
Experience: 23 years
Avg account: $399,489
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Zachary R
Series 63, Series 65
Newburgh, NY
Eagle Strategies (NY Life)
Zachary Ruttenberg, based in Newburgh, NY, offers expertise in retirement income strategies and plans for business owners, supported by his Series 63 and 65 licenses and five years of industry experience. Affiliated with Eagle Strategies, a large firm known for client-directed solutions and third-party managed portfolios, he provides flexible fee options including hourly and subscription agreements, distinguishing him from advisors with more traditional fee structures.
Experience: 5 years
Avg account: $235,446
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Jason S
Series 63, Series 65
Poughkeepsie, NY
Arax Advisory Partners
Jason Siegel brings 31 years of experience and holds Series 63 and 65 designations, offering investment and fee-based financial planning through Wells Fargo Advisors Financial Network. Located near Newburgh in Poughkeepsie, he supports clients with trusts and specialized planning like business-owner transitions, which can complement estate tax strategies specific to New York's regulations.
Experience: 31 years
Avg account: $1,602,916
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Michael P
Series 63
Newburgh, NY
Mass Mutual Investors Services
Michael Pine's 37 years of experience and expertise in general estate planning and multi-generational wealth transfer make him well-equipped to address estate tax challenges in Newburgh, NY. Affiliated with Mass Mutual Investors Services, a large firm offering comprehensive financial planning and asset management, he also brings a unique perspective as a founder and attorney, serving diverse clients including married couples and divorced individuals.
Experience: 37 years
Avg account: $249,379
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