Ameriprise Financial Services
36yrs
Top advisor by experience in Southold
Financial advisors in Southold, NY
Looking for a financial advisor in Southold, NY? We list 6 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.
6Advisors with offices here
28Median years of experience
100%Fiduciary advisors?
6Firms represented
Largest firms here: Stifel, Nicolaus & Company, Incorporated (1), Ameriprise Financial Services, LLC (1), Bone Fide Wealth (1).
Nearby: Shelter Island, Mattituck, Sag Harbor, Laurel, Bridgehampton, Southampton, Sagaponack, East Hampton.
Clearview Financial Planning
33yrs
Top 12% by experience nationwide
Alliancebernstein
28yrs
Top 9% by experience at Alliancebernstein
Osaic Wealth
10yrs
10 years in the industry
Bone Fide Wealth
5yrs
5 years in the industry
Stifel, Nicolaus &
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.