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Financial Advisors in Armonk, NY

How to choose a financial advisor in Armonk

Ask two questions first. How are you paid, and are you a fiduciary? An advisor paid only by you (fee-only) has fewer reasons to steer you toward products. One who earns commissions isn't necessarily worse, but you should know. Check the firm name on the profile: advisors with a large network have the network's tools and its product list; independents have more freedom and fewer resources. Ask what kinds of clients they usually work with. A retiree and a 35-year-old with a young family need different advice. Then ask how often you'll actually hear from them.

John Cooper

Financial Advisor

STUYVESANT CAPITAL MANAGEMENT CORPORATION

Armonk, NY

ProfileNo contact yet

Lester Wohl

Financial Advisor

Pinnacle Financial Services, Llc

Armonk, NY

ProfileNo contact yet

Jay Furst

Financial Advisor

Forteris Wealth Management, Inc.

Armonk, NY

ProfileNo contact yet
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