SoradinSoradin

Financial Advisors in Bay Shore, NY

How to choose a financial advisor in Bay Shore

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.

Aidan Keane

Financial Advisor

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Bay Shore, NY

ProfileNo contact yet

Jenny Rios

Financial Advisor

J.P. Morgan Securities Llc

Bay Shore, NY

ProfileNo contact yet

David Massa

Financial Advisor

Citigroup Global Markets Inc.

Bay Shore, NY

ProfileNo contact yet

Amina Khan

Financial Advisor

J.P. Morgan Securities Llc

Bay Shore, NY

ProfileNo contact yet

Kerry Dowd

Financial Advisor

Kestra Investment Services, Llc

Bay Shore, NY

ProfileNo contact yet
About this city

Nearby cities