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Financial Advisors in Merrick, NY

How to choose a financial advisor in Merrick

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.

Eric Lerner

Financial Advisor

Nationwide Planning Associates Inc.

Merrick, NY

ProfileNo contact yet

Jorgo Celo

Financial Advisor

Citigroup Global Markets Inc.

Merrick, NY

ProfileNo contact yet

Max Press

Financial Advisor

Nylife Distributors Llc

Merrick, NY

ProfileNo contact yet
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