new-york Date: 09-25-2025

Top 15 Financial Advisors in Utica, NY

	Financial Advisor	Address
1	♠ Strategic Financial Services, Inc.	114 Business Park Dr, Utica, NY 13502
2	♠ Student Financial Services	Moses G. Hubbard Hall, 1600 Burrstone Rd, Utica, NY 13502
3	♠ Merrill Lynch Wealth Management	102 Business Park Dr, Utica, NY 13502
4	♠ Advanced Group Financial Services	2508 Genesee St, Utica, NY 13502
5	♠ Adirondack Financial Services	185 Genesee St #210, Utica, NY 13501
6	♠ Mark S Lewandrowski - Financial Advisor, Ameriprise Financial Services, LLC	2406 Genesee St, Utica, NY 13502
7	♠ Morgan Stanley Financial Advisors	106 Business Park Dr, Utica, NY 13502
8	♠ Ford English Financial Group	2714 Genesee St, Utica, NY 13502
9	♠ Mark Colvin - Private Wealth Advisor, Ameriprise Financial Services, LLC	1816 Girard St, Utica, NY 13501
10	♠ Merrill Lynch Financial Advisor LuAnn Losito	102 Business Park Dr, Utica, NY 13502
11	♠ Merrill Lynch Financial Advisor Michael McGill	102 Business Park Dr, Utica, NY 13502
12	♠ Anjani Prabhu - Financial Advisor, Ameriprise Financial Services, LLC	2406 Genesee St, Utica, NY 13502
13	♠ Jason Topi - Morgan Stanley Financial Advisor	106 Business Park Dr, Utica, NY 13502
14	♠ Etico Wealth Management LLC	258 Genesee Street Suite 506 Box 24, 258 Genesee St #506, Utica, NY 13502
15	♠ Mark D Foresti: Primerica - Financial Services	502 Court St STE 204, Utica, NY 13502

1.Strategic Financial Services, Inc.

Address: 114 Business Park Dr, Utica, NY 13502

images Strategic Financial Services, Inc.

(6) user ratings total:

Elizabeth Mondrick I transferred my account to Strategic two years ago and I couldn’t be happier with the firm, the principles of the firm and my personal advisor, Greg Mattacolla. The volatility and the normal fluctuations of the markets can be nerve racking and/or emotionally distressing but I have been and continue to be confident in the Strategic approach, experience, attention to suitability requirements and hands on, 24/7, availability and communication. I have never waited more than a few hours for an answer to a question, advice or direction. I cannot recommend Strategic highly enough…these people really care.

5 /5

2.Student Financial Services

Address: Moses G. Hubbard Hall, 1600 Burrstone Rd, Utica, NY 13502

(3) user ratings total:

Edwin Rojas They have been nothing but perfect! As an Online student I dread calling in. But every time I have called in nothing but perfect and nice and professional over the phone. And remember people always have bad days, just because one person gave you an attitude does not mean they are always like this. We all have bad days.

5 /5