Simmons Capital Group
38yrs
Top advisor by experience in Halfmoon
Financial advisors in Halfmoon, NY
Looking for a financial advisor in Halfmoon, NY? We list 10 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.
10Advisors with offices here
17Median years of experience
0%At fee-only firms
6Firms represented
Largest firms here: Simmons Capital Group (5), LPL Enterprise (1), State Farm Investment Management (1).
LPL Enterprise
36yrs
Top 6% by experience at LPL Enterprise
DST Wealth Management
35yrs
Top advisor by experience at DST Wealth Management
State Farm Investment Management
26yrs
Top 13% by experience at State Farm Investment Management
Steward Advisors Group
17yrs
More experience than 54% of advisors in New York
Mercer Global Advisors
10yrs
10 years in the industry
Simmons Capital Group
4yrs
More experience than 57% of advisors at Simmons Capital Group
Simmons Capital Group
3yrs
3 years in the industry
Simmons Capital Group
3yrs
3 years in the industry
Simmons Capital Group
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.