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Financial planning in Utica, NY

4 advisers in Utica offering financial planning. Firms that report providing financial planning services (Form ADV Item 5.G(1)).

All 4

Adirondack Financial Services Corp185 Genesee Street, Suite 210 · Utica, NY 13501 · (315) 724-4186 · Financial planningCRD 126155 · % of assets, Fixed fees · $461.8 million AUMSEC registeredNo commissions reportedCaruso McLean & CO., INC.130 Lomond Court · Utica, NY 13502 · (315) 724-5105 · Financial planningCRD 126084 · % of assets, Fixed fees · $281.8 million AUMSEC registeredNo commissions reportedOne Hopper Asset Management2520 Genesee Street · Utica, NY 13502 · (315) 734-1410 · Financial planningCRD 168816 · % of assets, Hourly charges · $57.5 million AUMSEC registeredNo commissions reportedStrategic Financial Services114 Business Park Drive · Utica, NY 13502 · (315) 724-1776 · Financial planningCRD 109677 · % of assets, Fixed fees · $2.8 billion AUMSEC registeredNo commissions reported