Cetera Investment Advisers
40yrs
Top 4% by experience in New York
Financial advisors in Colonie, NY
Looking for a financial advisor in Colonie, NY? We list 4 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.
4Advisors with offices here
37Median years of experience
75%Fiduciary advisors?
3Firms represented
Largest firms here: Cetera Investment Advisers LLC (2), Merrill Lynch, Pierce, Fenner & Smith Incorporated (1), LPL Financial LLC (1).
LPL Financial
37yrs
Top 6% by experience nationwide
Cetera Investment Advisers
18yrs
More experience than 57% of advisors in New York
Merrill Lynch, Pierce, Fenner & Smith
3yrs
3 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.