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Financial Advisors in Chappaqua, NY

How to choose a financial advisor in Chappaqua

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.

Alan Nadel

Financial Advisor

Flying Point Asset Management Llc

Chappaqua, NY

ProfileNo contact yet

Rowena Tam

Financial Advisor

Cetera Wealth Services, Llc

Chappaqua, NY

ProfileNo contact yet

Jacob Hadad

Financial Advisor

Wesfair Advisory Group, Inc.

Chappaqua, NY

ProfileNo contact yet

Scott Kahan

Financial Advisor

Financial Asset Management Corp

Chappaqua, NY

ProfileNo contact yet
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