Osaic Wealth
44yrs
Top advisor by experience in Clifton Park
Financial advisors in Clifton Park, NY
Looking for a financial advisor in Clifton Park, NY? We list 138 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.
138Advisors with offices here
20Median years of experience
77%Fiduciary advisors?
30Firms represented
Largest firms here: Merrill Lynch, Pierce, Fenner & Smith Incorporated (34), Primerica Advisors (16), LPL Financial LLC (15).
Nearby: Rexford, Waterford, Ballston Lake, Mechanicville, Cohoes, Latham, Burnt Hills, Schenectady.
Merrill Lynch, Pierce, Fenner & Smith
42yrs
Top 1% by experience in Clifton Park
Optimus Wealth Management Group
42yrs
Top 2% by experience in New York
Merrill Lynch, Pierce, Fenner & Smith
42yrs
Top 2% by experience in New York
MML Investors Services
41yrs
Top 3% by experience in New York
Osaic Wealth
41yrs
Top 3% by experience in New York
LPL Financial
40yrs
Top 4% by experience in New York
Reale Managed Assets
39yrs
Top 5% by experience nationwide
Merrill Lynch, Pierce, Fenner & Smith
38yrs
Top 6% by experience in New York
LPL Financial
37yrs
Top 6% by experience nationwide
Merrill Lynch, Pierce, Fenner & Smith
37yrs
Top 6% by experience at Merrill Lynch, Pierce, Fenner & Smith
Wells Fargo Advisors
37yrs
Charles Anthony Reinemann
Financial advisor
258 Ushers Road Suite 200 [Satellite]
Clifton Park, NY 12065
Clifton Park, NY 12065
Top 6% by experience nationwide
Merrill Lynch, Pierce, Fenner & Smith
36yrs
Top 7% by experience at Merrill Lynch, Pierce, Fenner & Smith
TSA Management
36yrs
Top 8% by experience nationwide
LPL Financial
35yrs
Top 8% by experience nationwide
LPL Financial
35yrs
Top 9% by experience nationwide
Holistic Wealth Advisors
34yrs
Top advisor by experience at Holistic Wealth Advisors
Cetera Investment Advisers
34yrs
Top 10% by experience nationwide
Cetera Investment Advisers
33yrs
Top 11% by experience nationwide
Merrill Lynch, Pierce, Fenner & Smith
33yrs
Top 11% by experience at Merrill Lynch, Pierce, Fenner & Smith
Holistic Wealth Advisors
33yrs
Top 12% by experience nationwide
Primerica Advisors
32yrs
Top 12% by experience nationwide
LPL Financial
32yrs
Top 13% by experience nationwide
Commonwealth Financial Network
32yrs
Top 13% by experience nationwide
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.