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Financial Advisors in Liverpool, NY

How to choose a financial advisor in Liverpool

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.

Jude Percy

Financial Advisor

Ibn Financial Services, Inc.

Liverpool, NY

ProfileNo contact yet

Brett Stagnitti

Financial Advisor

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Liverpool, NY

ProfileNo contact yet

Paula Kam

Financial Advisor

Commonwealth Financial Network

Liverpool, NY

ProfileNo contact yet
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