Financial advisors in Cambridge, NY

Looking for a financial advisor in Cambridge, NY? We list 2 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.

2Advisors with offices here

31Median years of experience

100%Fiduciary advisors?

2Firms represented

Largest firms here: Weatherhelm Capital Management LLC (1), Cambridge Wealth Management, LLC (1).

Nearby: Greenwich, Salem, Stillwater, Saratoga Springs, Gansevoort, Mechanicville.

Filter and map these advisors

Cambridge Wealth Management

31yrs

Mitsuo Eli Lockrow

Financial advisor

5 Washington St. Suite 2
Cambridge, NY 12816

Top 14% by experience nationwide

Fiduciary

Call Directions

Weatherhelm Capital Management

27yrs

Jason Clark Kastner

Financial advisor

5 Washington Street Suite 1
Cambridge, NY 12816

Top 23% by experience nationwide

Fiduciary

Call Directions

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.”3 min read

HiringHow to interview a financial advisor: 15 questions to askBring these to every first meeting and compare the answers side by side.3 min read

HiringYour first meeting with an advisor: what to bringA little preparation turns a polite chat into a genuinely useful conversation.3 min read