Financial advisors in Wolcott, NY

Looking for a financial advisor in Wolcott, 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

26Median years of experience

100%At fee-only firms

2Firms represented

Largest firms here: LPL Financial LLC (1), Leigh Baldwin & CO., LLC (1).

Nearby: Sodus, Hannibal, Newark, Marion.

Filter and map these advisors

Leigh Baldwin &

26yrs

Michael Anthony Douglass

Financial advisor

12032 Main Street
Wolcott, NY 14590

More experience than 74% of advisors nationwide

FiduciaryFee-only firm

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LPL Financial

5yrs

Ryan John Brophy

Financial advisor

5996 New Hartford ST
Wolcott, NY 14590

5 years in the industry

FiduciaryFee-only firm

Call Directions

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