Financial Advisors in Ithaca, New York (Tompkins County)

Anne Chernish, BS, CFP
Anchor Capital Management, LLC is a fee-only Registered Investment Advisor (RIA) offering portfolio management and comprehensive financial planning from its headquarters in Ithaca, NY. Anchor Capital Management, LLC has an average account balance of $410.6K and approximately 33M in assets under management. Anchor is a fiduciary for individuals, high net worth individuals and charities that compose our client base. Anchor has clients throughout the United States and is registered in the states of New York and Texas.Anne C. Chernish, CFP® is the President and Managing Member. Anchor specializes in crafting custom financial plans for its valued clients and is a fiduciary for those who continue as wealth management clients. Anchor Capital Management, LLC supports its clients on a fee-only basis and specializes in serving pre-retirees, retirees and people in transition.CFP® and Certified Financial Planner™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and oncoing certification requirements. She is a member of NAPFA.... See More

Hawkes Wealth Management is a Fee Only Registered Investment Advisory. We specialize in retirement planning; both accumulation and distribution planning. We are fee-only, family-owned, and act as fiduciaries.

Address: 5900 N Burdick St, Ste 100, East Syracuse, NY, 13057-9464
HighPoint Advisors, LLC of East Syracuse, NY is a full-service financial advising firm unlike any other. Staffed by experienced, independent professionals, we pride ourselves on our ability to build long-lasting relationships with our clients through superior advising services. Our individual, family, and business clients alike are assured of the same level of measured, well-informed guidance we afford all of our clients, whether you require wealth management, retirement or estate planning, life insurance, or more. Find out how HighPoint Advisors, LLC can help you make the best financial decisions today. Contact us in Suite 100 at 5900 North Burdick Street, East Syracuse, NY 13057.... See More

Annie McQuilken, CFP, MS
Forever Financial Advisors, LLC is a fee-only financial planning and investment advisory firm in Fairport, NY. We provide comprehensive financial planning and investment management to individuals and small business owners. Forever Financial is a fee-only firm, and does not accept any commissions or revenue from any source other than the clients which we serve. It is our strong belief that this provides a level of objectivity and integrity that is an essential part of our relationship with our clients.... See More

Timothy Hayes, CFP, MBA
Landmark Financial Advisory Services, LLC is a fee-only financial planning and investment advisory firm. Landmark specializes in providing fee-only financial planning services and investment advice to individuals and families from all walks of life, on an as-needed hourly basis or through an ongoing, retainer relationship. Clients can receive a complete financial plan or focus on one or more particular financial concerns - such as cash flow, insurance, investments, college funding, retirement planning and estate planning - through Landmark's flexible advisory services.
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Jeffrey Feldman, CFP, PhD
Rochester Financial Services specializes in the active management of No-Load mutual fund portfolios. Current assets under management are over $80 million. I am a CFP licensed practitioner, a Registered Investment Advisor with the US Securities & Exchange Commission, and have been recognized as a Bloomberg Top Wealth Manager and a Rochester Business Journal Top 25 Money Manager. I have been quoted in the Wall St. Journal, Business Week, Smart Money, the New York Times, and Newsweek.... See More

Kay Conheady, BA, BS, CFP
Apropos Financial Planning (www.AproposFP.com) is a fee-only, independent financial planning practice that seeks to deliver expert financial planning services and advice to people from all walks of life. We make our services accessible to all New Yorkers on an hourly, as-needed basis. We set no minimums for the net worth or income of our clients because we believe that everyone will benefit from doing financial planning. Principal Kay Conheady is also a member of the Garrett Planning Network and the Financial Planning Association. Call today to get expert advice regarding your most pressing financial concerns.... See More