Osaic Wealth
28yrs
Top advisor by experience in Ridgewood
Financial advisors in Ridgewood, NY
Looking for a financial advisor in Ridgewood, NY? We list 8 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.
8Advisors with offices here
19Median years of experience
100%Fiduciary advisors?
4Firms represented
Largest firms here: J.p. Morgan Securities LLC (4), Osaic Institutions, Inc. (2), JET Stream Wealth Management (1).
Nearby: Maspeth, Middle Village, Woodside, Sunnyside, Elmhurst, Rego Park, Forest Hills, Ozone Park.
J.p. Morgan Securities
27yrs
Top 9% by experience at J.p. Morgan Securities
Osaic Institutions
23yrs
More experience than 68% of advisors in New York
Osaic Institutions
19yrs
More experience than 58% of advisors in New York
J.p. Morgan Securities
14yrs
More experience than 65% of advisors at J.p. Morgan Securities
J.p. Morgan Securities
14yrs
More experience than 65% of advisors at J.p. Morgan Securities
J.p. Morgan Securities
5yrs
5 years in the industry
JET Stream Wealth Management
3yrs
3 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.