Osaic Wealth
33yrs
Top advisor by experience in Bath
Financial advisors in Bath, ME
Looking for a financial advisor in Bath, ME? We list 7 advisors with offices here. Compare their experience, how their firms work, and how to reach them, then use our interview guide to find the right fit.
7Advisors with offices here
19Median years of experience
0%At fee-only firms
5Firms represented
Largest firms here: Edward Jones (3), State Farm Investment Management (1), Osaic Wealth (1).
Nearby: Woolwich, Topsham, Brunswick, Phippsburg, Boothbay Harbor, Richmond, Freeport, Durham.
Primerica Advisors
28yrs
Top 20% by experience nationwide
State Farm Investment Management
21yrs
More experience than 72% of advisors at State Farm Investment Management
Edward Jones
19yrs
Top 24% by experience at Edward Jones
Cetera Investment Advisers
14yrs
14 years in the industry
Edward Jones
10yrs
10 years in the industry
Edward Jones
3yrs
3 years in the industry
Before you reach out
Start hereHow to choose a financial advisorA calm, five-step path from “I think I need help” to “I found the right person.”
HiringHow to interview a financial advisor: 15 questions to askBring these to every first meeting and compare the answers side by side.
HiringYour first meeting with an advisor: what to bringA little preparation turns a polite chat into a genuinely useful conversation.