UBS Financial Services
20yrs
Top advisor by experience in Chelan
Financial advisors in Chelan, WA
Looking for a financial advisor in Chelan, WA? 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
10Median years of experience
0%At fee-only firms
3Firms represented
Largest firms here: Edward Jones (4), UBS Financial Services (1), Cetera Investment Advisers (1).
Edward Jones
20yrs
Top 22% by experience at Edward Jones
Cetera Investment Advisers
10yrs
More experience than 50% of advisors in Chelan
Edward Jones
7yrs
7 years in the industry
Edward Jones
New
New to the profession
Edward Jones
New
New to the profession
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.