Top financial advisors in Troy, 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 Troy, NY if you're navigating estate planning and want to avoid unexpected tax bills that can arise just above exemption thresholds. A common mistake is underestimating how estate tax cliffs can impact your heirs' inheritance.
- Estate tax expertise. Confirm how they handle planning around exemption thresholds to minimize sudden tax liabilities.
- Asset transfer strategies. Ask about methods they use to efficiently pass wealth while considering local tax rules.
- Long-term planning focus. Ensure they look beyond immediate tax savings to protect your estate over time.
- Coordination with legal professionals. Verify how they collaborate with estate attorneys to align financial and legal plans.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Paolo L
CFP®, Series 66
Troy, NY
Bouchey Financial Group, Ltd.
Paolo La Pietra in Troy, NY, offers expertise in wealth management and tax-loss harvesting, which can help navigate estate tax cliffs and optimize asset transfer strategies. As a CFP®-certified advisor at Bouchey Financial Group Ltd, he serves high-net-worth clients with a customized, long-term investment approach and charges up to 1.00% annually based on complexity and asset level.
Experience: 6 years
Avg account: $1,283,937
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Christopher R
Series 66
Troy, NY
Edward Jones
Christopher Reilly in Troy, NY, brings 15 years of experience and a Series 66 designation, focusing on business succession and exit strategies that can be crucial for estate planning around tax exemption thresholds. Affiliated with Edward Jones, a large firm managing over $1 trillion in assets, he offers advisory programs with fees up to 1.35% annually, serving diverse clients including medical professionals and educators.
Experience: 16 years
Avg account: $246,728
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Eoin C
Series 63
Troy, NY
LPL Financial
Eoin Carroll in Troy, NY, offers expertise in wealth management and retirement plans for business owners, supported by 15 years of industry experience and a Series 63 designation. Affiliated with LPL Financial, a large firm providing diverse advisory services and flat-fee financial planning, he stands out by combining broad firm resources with personalized flat-fee and hourly consulting options.
Experience: 16 years
Avg account: $399,489
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Drew P
Series 63
Troy, NY
Cetera
Drew Prescott in Troy, NY, offers expertise in wealth management and tax-loss harvesting, which can help navigate estate tax cliffs and optimize asset transfer strategies. Operating within Cetera, a large firm, he provides flexible fee options including flat fees and hourly consulting, catering to high earners and those approaching retirement, distinguishing him from advisors with more rigid fee structures or narrower client focuses.
Experience: 15 years
Avg account: $306,089
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Nicholas M
Series 63, Series 66
Albany, NY
Merrill
Nicholas Marinelli in Troy, NY, offers expertise in tax-loss harvesting and active portfolio management, which can support estate planning by addressing tax efficiency. Affiliated with Merrill, a large firm serving diverse clients with managed accounts and discretionary portfolio management, he brings experience from major financial institutions and a background in business ownership, providing a blend of financial and entrepreneurial insight.
Experience: 1 year
Avg account: $860,085
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