Advisory Services Network
27yrs
Top advisor by experience in Patchogue
Financial advisors in Patchogue, NY
Looking for a financial advisor in Patchogue, NY? We list 13 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.
13Advisors with offices here
15Median years of experience
8%At fee-only firms
11Firms represented
Largest firms here: LPL Financial (2), Edward Jones (2), J.P. Morgan Securities (1).
Nearby: Bellport, Blue Point, Bayport, Medford, Holtsville, Holbrook, Sayville, Farmingville.
LPL Financial
26yrs
Top 23% by experience in Patchogue
MML Investors Services
26yrs
Top 23% by experience in Patchogue
State Farm Investment Management
26yrs
Top 13% by experience at State Farm Investment Management
LPL Financial
20yrs
More experience than 62% of advisors in Patchogue
J.P. Morgan Securities
18yrs
Top 25% by experience at J.P. Morgan Securities
Cetera Investment Advisers
15yrs
More experience than 51% of advisors in New York
Edward Jones
14yrs
More experience than 62% of advisors at Edward Jones
Ameriprise Financial Services
7yrs
7 years in the industry
Strategic Advisers
6yrs
6 years in the industry
Merrill
5yrs
5 years in the industry
Bemrose Consulting
1yr
1 years in the industry
Edward Jones
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.