Park Avenue Securities
32yrs
Top advisor for experience in Geneva
Financial advisors in Geneva, NY
Looking for a financial advisor in Geneva, NY? We list 13 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.
13Advisors with offices here
15Median years of experience
62%At fee-only firms
9Firms represented
Largest firms here: Morgan Stanley (4), Edward Jones (2), Commonwealth Financial Network (1).
Nearby: Waterloo, Phelps, Clifton Springs, Seneca Falls, Newark, Penn Yan, Canandaigua, Farmington.
State Farm Investment Management
26yrs
Top 9% for experience at State Farm Investment Management
Morgan Stanley
23yrs
Top 23% for experience in Geneva
Commonwealth Financial Network
16yrs
More experience than 69% of advisors in Geneva
Morgan Stanley
16yrs
More experience than 62% of advisors in Geneva
Strategic Advisers
16yrs
Top 23% for experience at Strategic Advisers
LPL Financial
15yrs
15 years in the industry
Edward Jones
12yrs
More experience than 58% of advisors at Edward Jones
Osaic Wealth
8yrs
8 years in the industry
Morgan Stanley
7yrs
7 years in the industry
Edward Jones
7yrs
7 years in the industry
Morgan Stanley
6yrs
6 years in the industry
Principal Securities
2yrs
2 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.