Financial advisors in Glendale, NY

Looking for a financial advisor in Glendale, 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

11Median years of experience

100%At fee-only firms

1Firms represented

Largest firms here: J.p. Morgan Securities LLC (1).

J.p. Morgan Securities

11yrs

Dawei Lin

Financial advisor

71-04 Woodhaven Blvd.
Glendale, NY 11385

More experience than 53% of advisors at J.p. Morgan Securities

CFP®FiduciaryFee-only firm

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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