State Farm Investment Management
21yrs
Top advisor for experience in Henrietta
Financial advisors in Henrietta, NY
Looking for a financial advisor in Henrietta, NY? We list 5 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.
5Advisors with offices here
5Median years of experience
100%At fee-only firms
3Firms represented
Largest firms here: State Farm Investment Management Corp. (2), Strategic Advisers LLC (2), Equitable Advisors, LLC (1).
Nearby: West Henrietta, Rush, Pittsford, Honeoye Falls, East Rochester, Scottsville, Fairport, Penfield.
Strategic Advisers
5yrs
5 years in the industry
State Farm Investment Management
5yrs
5 years in the industry
Strategic Advisers
3yrs
3 years in the industry
Equitable Advisors
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.