Magnolia Capital Management
34yrs
Top advisor by experience in Cold Spring
Financial advisors in Cold Spring, NY
Looking for a financial advisor in Cold Spring, NY? 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
6Median years of experience
0%At fee-only firms
3Firms represented
Largest firms here: Magnolia Capital Management (4), Lunin-Pack Planning and Advice (2), Strategic Advisers (1).
Nearby: West Point, Cornwall, Beacon, Garrison, Putnam Valley, Newburgh, New Windsor, Fishkill.
Magnolia Capital Management
23yrs
More experience than 71% of advisors in Cold Spring
Lunin-Pack Planning and Advice
18yrs
More experience than 57% of advisors in Cold Spring
Strategic Advisers
6yrs
6 years in the industry
Magnolia Capital Management
2yrs
2 years in the industry
Magnolia Capital Management
1yr
1 years in the industry
Lunin-Pack Planning and Advice
1yr
1 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.