Geneos Wealth Management
38yrs
Top advisor for experience in Oneonta
Financial advisors in Oneonta, NY
Looking for a financial advisor in Oneonta, NY? We list 19 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.
19Advisors with offices here
20Median years of experience
37%At fee-only firms
9Firms represented
Largest firms here: Morgan Stanley (6), Wells Fargo Advisors (3), LPL Financial LLC (2).
Nearby: Franklin, Bloomville, Cooperstown, New Berlin, Worcester.
&partners
35yrs
Top 8% for experience nationwide
ESI Financial Advisors
35yrs
Top 8% for experience nationwide
Wells Fargo Advisors
32yrs
Top 13% for experience nationwide
LPL Financial
29yrs
Top 17% for experience nationwide
Morgan Stanley
29yrs
Top 19% for experience nationwide
Wells Fargo Advisors
24yrs
More experience than 70% of advisors in New York
Morgan Stanley
24yrs
More experience than 69% of advisors in New York
Morgan Stanley
21yrs
More experience than 63% of advisors in New York
Wells Fargo Advisors
20yrs
More experience than 62% of advisors in New York
&partners
16yrs
More experience than 52% of advisors in New York
Nottingham Advisors
14yrs
More experience than 50% of advisors at Nottingham Advisors
LPL Financial
12yrs
12 years in the industry
Morgan Stanley
6yrs
6 years in the industry
Edward Jones
6yrs
6 years in the industry
Edward Jones
6yrs
6 years in the industry
Morgan Stanley
5yrs
5 years in the industry
State Farm Investment Management
2yrs
2 years in the industry
Morgan Stanley
2yrs
2 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.