Sage Investment Advisers
44yrs
Top advisor by experience in Wappingers Falls
Financial advisors in Wappingers Falls, NY
Looking for a financial advisor in Wappingers Falls, NY? We list 29 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.
29Advisors with offices here
17Median years of experience
79%Fiduciary advisors?
11Firms represented
Largest firms here: LPL Financial LLC (10), Quint Investments and Insurance (8), Sage Investment Advisers LLC (3).
Nearby: Fishkill, Marlboro, Hopewell Junction, Beacon, Lagrangeville, Newburgh, Poughkeepsie, Highland.
Osaic Wealth
38yrs
Top 6% by experience nationwide
LPL Financial
35yrs
Top 8% by experience nationwide
Commonwealth Financial Network
34yrs
Top 9% by experience nationwide
Sage Investment Advisers
32yrs
Top 14% by experience nationwide
Quint Investments and Insurance
31yrs
Top advisor by experience at Quint Investments and Insurance
LPL Financial
31yrs
Top 15% by experience nationwide
LPL Financial
29yrs
Top 18% by experience nationwide
LPL Financial
27yrs
Top 22% by experience nationwide
Quint Investments and Insurance
26yrs
Top 25% by experience at Quint Investments and Insurance
State Farm Investment Management
24yrs
Top 20% by experience at State Farm Investment Management
Cambridge Investment Research Advisors
24yrs
More experience than 70% of advisors nationwide
Quint Investments and Insurance
24yrs
More experience than 69% of advisors nationwide
LPL Financial
17yrs
More experience than 54% of advisors in Wappingers Falls
MML Investors Services
17yrs
More experience than 54% of advisors in New York
LPL Financial
14yrs
14 years in the industry
LPL Financial
14yrs
14 years in the industry
Fortis Capital Advisors
13yrs
13 years in the industry
Quint Investments and Insurance
11yrs
More experience than 50% of advisors at Quint Investments and Insurance
J.p. Morgan Securities
10yrs
More experience than 52% of advisors at J.p. Morgan Securities
Quint Investments and Insurance
8yrs
8 years in the industry
Sage Investment Advisers
7yrs
7 years in the industry
Quint Investments and Insurance
6yrs
6 years in the industry
Merrill Lynch, Pierce, Fenner & Smith
4yrs
4 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.