Financial advisors in Eastchestor, NY

Looking for a financial advisor in Eastchestor, NY? We list 1 advisor 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.

1Advisors with offices here

15Median years of experience

100%Fiduciary advisors?

1Firms represented

Largest firms here: SPC (1).

SPC

15yrs

Adam Peter Kozak

Financial advisor

475 White Plains Rd Suite 28
Eastchestor, NY 10709

More experience than 51% of advisors in New York

CFP®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