Financial advisors in Waverly, NY

Looking for a financial advisor in Waverly, NY? We list 2 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.

2Advisors with offices here

13Median years of experience

100%At fee-only firms

2Firms represented

Largest firms here: Equitable Advisors, LLC (1), Edward Jones (1).

Nearby: Nichols, Owego, Elmira, Horseheads, Apalachin.

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Edward Jones

13yrs

Jason Todd Glowski

Financial advisor

Waverly, NY

More experience than 60% of advisors at Edward Jones

Fee-only firmPlanningInvesting

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Equitable Advisors

9yrs

Brandon Walker

Financial advisor

316 Broad Street
Waverly, NY 14892

9 years in the industry

FiduciaryFee-only firm

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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