Top financial advisors in Woodbury, 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 Woodbury, NY if you're navigating estate planning and want 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, leading to costly surprises.
- Estate tax expertise. Confirm how they handle planning around exemption thresholds to minimize sudden tax liabilities.
- Experience with local laws. Ask how they incorporate New York-specific estate tax rules into your plan.
- Coordination with legal counsel. Effective advisors work closely with your estate attorney to align financial and legal strategies.
- Wealth transfer strategies. Inquire about approaches they use to efficiently pass assets to beneficiaries while managing tax exposure.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Robert C
Series 63, Series 66
Woodbury, NY
Kestra Advisory
Robert Calabretta's experience with retirement plans for business owners and business exit strategies suits clients in Woodbury, NY, navigating estate planning and tax considerations. His affiliation with Kestra Advisory, a large firm managing $79.8 billion in assets, offers access to extensive institutional resources, while his flat-fee and hourly options provide flexible payment structures compared to other advisors.
Experience: 8 years
Avg account: $618,892
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Thomas S
Series 66
Woodbury, NY
J.P. Morgan Securities
Thomas Schilling offers wealth management services in Woodbury, NY, supported by his Series 66 license and experience at major firms like Morgan Stanley and Fidelity. Affiliated with J.P. Morgan Securities, a large firm known for institutional consulting and customized investment solutions, he provides access to extensive resources and a 0.30% annual AUM fee, distinguishing him from smaller local advisors.
Experience: 1 year
Avg account: $318,381
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Cole B
Series 66, Series 63
Melville, NY
Merrill
Cole Block in Woodbury, NY, offers expertise in tax-loss harvesting and active portfolio management, which can help navigate estate tax cliffs effectively. Affiliated with Merrill, a large firm known for tax-efficient investing and integration with Bank of America's capital-markets platform, he serves mid-career professionals and HENRY clients with a 1.10% AUM fee for managed strategies under $2 million.
Experience: 2 years
Avg account: $860,085
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Lawrence A
Series 63, Series 65
Woodbury, NY
SA Asset Management, Inc.
Lawrence Anderson, based in Woodbury, NY, is equipped to assist with estate planning and managing tax exposure, leveraging his Series 63 and 65 designations and four years of industry experience. His firm, SA Asset Management, offers fee-based financial planning and collaborates with a CPA firm, providing integrated tax and accounting services that can enhance coordination with legal counsel and wealth transfer strategies.
Experience: 5 years
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Joseph S
Series 66
Woodbury, NY
Cetera
Joseph Sabia in Woodbury, NY, offers expertise in wealth management and tax-loss harvesting, which can be valuable for estate planning to minimize tax liabilities. Operating within Cetera, a large firm managing over $163 billion, he provides flexible fee options including flat fees and hourly consulting, catering to high earners and those approaching retirement.
Experience: 2 years
Avg account: $306,089
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