Meehan, Bernard
38yrs
Top advisor for experience in Astoria
Financial advisors in Astoria, NY
Looking for a financial advisor in Astoria, NY? We list 42 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.
42Advisors with offices here
11Median years of experience
93%At fee-only firms
22Firms represented
Largest firms here: Strategic Advisers LLC (6), J.p. Morgan Securities LLC (4), Citigroup Global Markets Inc. (3).
Nearby: Sunnyside, Woodside, East Elmhurst, Long Island City, Jackson Heights, Elmhurst, New York, Corona.
Osaic Wealth
33yrs
Top 5% for experience in Astoria
Osaic Institutions
31yrs
Top 7% for experience in Astoria
Osaic Wealth
27yrs
Top 10% for experience in Astoria
Latitude Advisors
26yrs
Top 12% for experience in Astoria
LPL Financial
24yrs
Top 14% for experience in Astoria
Equitable Advisors
20yrs
Top 17% for experience in Astoria
Cetera Investment Advisers
20yrs
Top 19% for experience in Astoria
LPL Financial
20yrs
Top 21% for experience in Astoria
J.p. Morgan Securities
19yrs
Top 21% for experience at J.p. Morgan Securities
State Farm Investment Management
19yrs
More experience than 71% of advisors in Astoria
Equitable Advisors
19yrs
More experience than 71% of advisors in Astoria
Primerica Advisors
19yrs
More experience than 69% of advisors in Astoria
Osaic Wealth
16yrs
More experience than 67% of advisors in Astoria
Advice and Planning Services
16yrs
More experience than 64% of advisors in Astoria
Citizens Securities
14yrs
More experience than 60% of advisors in Astoria
Strategic Advisers
14yrs
More experience than 74% of advisors at Strategic Advisers
J.p. Morgan Securities
14yrs
More experience than 65% of advisors at J.p. Morgan Securities
Strategic Advisers
14yrs
More experience than 73% of advisors at Strategic Advisers
Primerica Advisors
13yrs
More experience than 52% of advisors in Astoria
Altera Private Wealth
11yrs
More experience than 50% of advisors in Astoria
Primerica Advisors
11yrs
11 years in the industry
J.p. Morgan Securities
10yrs
10 years in the industry
Citigroup Global Markets
9yrs
9 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.