Ameriprise Financial Services
40yrs
Top advisor for experience in Oswego
Financial advisors in Oswego, NY
Looking for a financial advisor in Oswego, 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
22Median years of experience
70%At fee-only firms
7Firms represented
Largest firms here: Ameriprise Financial Services, LLC (3), Commonwealth Financial Network (2), Equitable Advisors, LLC (1).
Nearby: Fulton, Hannibal, Mexico, Phoenix, Central Square, Parish, Pulaski.
Osaic Wealth
32yrs
Top 12% for experience nationwide
Commonwealth Financial Network
24yrs
More experience than 70% of advisors in Oswego
Cambridge Investment Research Advisors
23yrs
More experience than 67% of advisors in New York
Equitable Advisors
22yrs
More experience than 73% of advisors at Equitable Advisors
Edward Jones
19yrs
Top 23% for experience at Edward Jones
Ameriprise Financial Services
13yrs
13 years in the industry
LPL Financial
10yrs
10 years in the industry
Commonwealth Financial Network
New
New to the profession
Ameriprise Financial Services
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.