State Farm Investment Management
34yrs
Top 1% for experience at State Farm Investment Management
Financial advisors in Macedon, NY
Looking for a financial advisor in Macedon, NY? We list 4 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.
4Advisors with offices here
29Median years of experience
100%At fee-only firms
3Firms represented
Largest firms here: State Farm Investment Management Corp. (2), Bright Futures Wealth Management, LLC (1), Edward Jones (1).
Nearby: Fairport, Palmyra, Penfield, Victor, East Rochester, Farmington, Pittsford, Marion.
Bright Futures Wealth Management
29yrs
Top 19% for experience nationwide
Edward Jones
7yrs
7 years in the industry
State Farm Investment Management
4yrs
4 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.