R.o.s. Asset Management
37yrs
Top advisor for experience in Bellport
Financial advisors in Bellport, NY
Looking for a financial advisor in Bellport, NY? We list 9 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.
9Advisors with offices here
15Median years of experience
89%At fee-only firms
8Firms represented
Largest firms here: J.p. Morgan Securities LLC (2), Park Avenue Securities LLC (1), State Farm Investment Management Corp. (1).
Nearby: Patchogue, Medford, Shirley, Blue Point, Yaphank, Mastic Beach, Mastic, Bayport.
Osaic Wealth
36yrs
Top 8% for experience nationwide
Park Avenue Securities
22yrs
More experience than 68% of advisors at Park Avenue Securities
GWN Securities
18yrs
More experience than 57% of advisors in New York
J.p. Morgan Securities
15yrs
More experience than 69% of advisors at J.p. Morgan Securities
Cetera Investment Advisers
15yrs
More experience than 50% of advisors in New York
State Farm Investment Management
12yrs
12 years in the industry
Bull Harbor Capital Llc.
7yrs
7 years in the industry
J.p. Morgan Securities
2yrs
2 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.