UBS Financial Services
39yrs
Top advisor by experience in Montauk
Financial advisors in Montauk, NY
Looking for a financial advisor in Montauk, NY? We list 6 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.
6Advisors with offices here
19Median years of experience
67%Fiduciary advisors?
5Firms represented
Largest firms here: Cultivating Wealth (2), UBS Financial Services Inc. (1), Big Rock Advisors LLC (1).
Nearby: Amagansett, East Hampton, Sagaponack, Sag Harbor.
Big Rock Advisors
26yrs
More experience than 73% of advisors nationwide
Cultivating Wealth
19yrs
More experience than 59% of advisors in New York
Cultivating Wealth
10yrs
10 years in the industry
Hidalgo,janet
3yrs
3 years in the industry
Main Street Financial Solutions
New
New to the profession
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.