Direct booking
Book time directly with this advisor, no back-and-forth required
Top 30 financial advisors of 294 near 13035
Out of 400,000+ nationwide
Kevin B
Series 63
Oneida, NY
Edward Jones
David J
CFP®, Series 66
East Syracuse, NY
Edward Jones
Michael H
Series 66
Dewitt, NY
Edward Jones
Judson A
Series 63, Series 65, Series 66
Cazenovia, NY
Dark Horse Wealth LLC
Christopher D
CFA®
Fayetteville, NY
Constellation Asset Management, Inc.
Courtney W
Series 65
Dewitt, NY
R.S. Petrell & Associates, LLC d/b/a Strategic Wealth Advisors
Douglas B
CFP®, CFA®, Series 63, Series 66
East Syracuse, NY
BPC Advisors LLC
Richard U
Series 63
E. Syracuse, NY
Summit Planning Group, Inc.
Brian J
Series 65
Dewitt, NY
Omc Financial Services Ltd
Geoffrey W
CFP®, Series 65
East Syracuse, NY
BPC Advisors LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
Top 30 financial advisors of 294 near 13035
Out of 400,000+ nationwide