BIRCH WEALTH MANAGEMENT

Name: BIRCH WEALTH MANAGEMENT
Address: 205 W. COURT ST., ROME, NY 13440, rome, NY, US
Telephone: (315) 795-2005
Price range: $0.5–$2 % of assets/year

Financial Advisor serving Rome, New York · 1 of 2 financial advisors in the area

📍 205 W. COURT ST., ROME, NY 13440

📞 (315) 795-••••

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📍 205 W. COURT ST., ROME, NY 13440

About BIRCH WEALTH MANAGEMENT

BIRCH WEALTH MANAGEMENT is a financial advisor located in Rome, New York. As a local financial advisor, they serve Rome and surrounding communities in New York. You can reach them through ProHorizon. Contact them through ProHorizon for a free quote.

Financial professionals in Rome should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the New York securities regulator before sharing any financial information.

💰 What Financial Advisors Cost in Rome

Budget

$0.5

% of assets/year

Average

% of assets/year

Premium

% of assets/year

Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales. Prices in Rome may vary based on the scope of work and provider.

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✅ Tips for Hiring Financial Advisors in Rome

✓ Check online reviews and ratings before hiring

✓ Get multiple quotes to compare pricing

✓ Verify licensing and insurance

✓ Ask for references from recent customers

Frequently Asked Questions

How much does a financial advisor cost in Rome?

Financial Advisors in Rome typically charge $0.5–$2 % of assets/year. Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales.

How do I choose the best financial advisor in Rome?

Check ratings and reviews, verify licensing and insurance, get multiple quotes, and ask about their experience with your specific needs. There are 2 financial advisors in Rome to choose from.

Does BIRCH WEALTH MANAGEMENT offer free quotes?

Contact BIRCH WEALTH MANAGEMENT directly to ask about free estimates. You can also request a quote through ProHorizon.

Other Financial Advisors in Rome

BIRCH WEALTH, INC.

205 W. COURT ST.