Financial advisors in Genesee, PA

Looking for a financial advisor in Genesee, PA? 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

7Median years of experience

100%At fee-only firms

1Firms represented

Largest firms here: Goydas Capital Investment Management (2).

Nearby: Coudersport, Knoxville.

Filter and map these advisors

Goydas Capital Investment Management

7yrs

Sarah Goydas

Financial advisor

Genesee, PA

7 years in the industry

FiduciaryFee-only firm

Call Directions

Goydas Capital Investment Management

6yrs

Edward Goydas

Financial advisor

Genesee, PA

6 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