Top financial advisors in Plattsburgh, 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 Plattsburgh, 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' inheritance.
- Estate tax awareness. Confirm the advisor understands New York's estate tax thresholds and how small changes in your estate value can trigger large tax consequences.
- Asset titling strategies. Ask how they recommend holding assets to minimize estate taxes and simplify transfer to beneficiaries.
- Trust and will integration. Ensure they coordinate estate plans with trusts and wills to align tax planning with your wishes.
- Long-term planning focus. Look for advisors who consider how your estate plan adapts over time as laws and your circumstances change.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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James B
Series 63, Series 66
Plattsburgh, NY
Cambridge Investment Research Advisors
James Barcomb's 31 years of experience and Series 63 and 66 credentials position him well to address estate planning challenges in Plattsburgh, NY, including navigating tax thresholds and asset titling strategies. Affiliated with Cambridge Investment Research Advisors, a large firm offering flat-fee financial planning and retirement plan advisory, he also brings insight from his roles on local boards, which may enhance his understanding of community-specific needs.
Experience: 31 years
Avg account: $378,281
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Nicole P
Series 63, Series 65
Plattsburgh, NY
Cetera
Nicole Parker's 18 years of experience and Series 63 and 65 licenses equip her to address estate planning challenges in Plattsburgh, NY, including tax implications and asset titling strategies. Working with Cetera, a large firm serving diverse clients, she offers flat-fee financial planning and consulting, which may appeal to those seeking transparent fees and comprehensive wealth management services.
Experience: 19 years
Avg account: $306,089
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Ian B
Series 66
Plattsburgh, NY
Sanctuary Advisors, LLC
Ian Brockhouse in Plattsburgh, NY, offers expertise in retirement income and business exit strategies, supported by nine years of industry experience and a Series 66 designation. Working with Sanctuary Advisors, a large firm providing flat-fee financial planning, he serves a diverse client base including trusts and estates, which may benefit those navigating estate tax complexities in New York.
Experience: 9 years
Avg account: $1,618,113
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Jared B
Series 66
Plattsburgh, NY
LPL Financial
Jared Burns, based in Plattsburgh, NY, offers expertise in wealth management and retirement plans for business owners, which can be crucial for estate planning to manage tax implications effectively. His affiliation with LPL Financial, a large firm providing diverse investment solutions and flat-fee financial planning options, distinguishes him by combining personalized service with broad institutional support.
Experience: 10 years
Avg account: $399,489
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Jonathan S
CFP®, Series 63, Series 65
Plattsburgh, NY
Raymond James Financial
Jonathan Schneiderman's 35 years of experience and CFP® certification equip him to address estate planning challenges in Plattsburgh, NY, including tax implications and asset titling strategies. Operating within Raymond James Financial, a large firm known for non-discretionary planning and flat-fee structures, he serves diverse clients from individuals to institutions, offering thorough research-backed advice that may suit those seeking comprehensive, fee-transparent guidance.
Experience: 35 years
Avg account: $700,796
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