Financial advisors in Palmyra, NY

Looking for a financial advisor in Palmyra, NY? We list 1 advisor 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.

1Advisors with offices here

27Median years of experience

100%Fiduciary advisors?

1Firms represented

Largest firms here: Eagle Strategies LLC (1).

Nearby: Macedon, Marion, Newark, Clifton Springs, Farmington, Phelps, Victor, Fairport.

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Eagle Strategies

27yrs

Christopher Lee Santelli

Financial advisor

New York Life 229 E. Main Street Suite B
Palmyra, NY 14522

Top 19% by experience at Eagle Strategies

Fiduciary

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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.”3 min read

HiringHow to interview a financial advisor: 15 questions to askBring these to every first meeting and compare the answers side by side.3 min read

HiringYour first meeting with an advisor: what to bringA little preparation turns a polite chat into a genuinely useful conversation.3 min read