Allworth Financial

Nesbitt Financial Services, located in Bath, NY, is an independent financial advisory firm dedicated to helping clients navigate the complexities of the financial marketplace. Their approach emphasizes understanding clients' individual goals and providing tailored strategies to support personal, family, and business financial needs. With a commitment to educating clients, Nesbitt Financial Services aims to instill confidence in investment decisions backed by years of knowledge and experience. Their services include comprehensive financial planning, regular market commentary, and ongoing support to ensure clients are well-informed and prepared for the future. Generated from the website

The Pitti Group Wealth Management is a boutique financial services firm with a deep breadth of capabilities and resources for affluent, high net worth, ultra-high net worth and corporate clients through our association with Wells Fargo Advisors Financial Network as well as other prominent financial institutions.

Mercer Advisors is proud to help families in Upstate New York with all their wealth management needs. With a team of local CFP professionals, we provide highly tailored guidance to individuals, families, and businesses.Deep experience with: Individuals nearing or in retirement, charitable giving strategies, tax and estate planning, and individuals who own land or forested acreage.Retirement planning expertise: Our team specializes in helping people at or near retirement devise strategies to maximize income while minimizing taxes.Complex estate and gift planning: With the uncertainty of estate tax rules, having a proactive estate and gifting plan is place is imperative.