Financial advisors in Lynbrook, NY

49 advisors · page 1 of 2

James Westmacott
Financial advisor at Westco Advisory Services, Inc.
Westco Advisory Services, Inc. · $254M AUM
CFP®VerifiedFinancial planning
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Meghan Modafferi
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
CFP®VerifiedFinancial planning
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Susan Forgasch
Financial advisor at Westco Advisory Services, Inc.
Westco Advisory Services, Inc. · $254M AUM
CFP®VerifiedFinancial planning
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Addison Drummond
Financial advisor at Westco Advisory Services, Inc.
Westco Advisory Services, Inc. · $254M AUM
VerifiedFinancial planning
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Alan Schoenfeld
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Anna Levine
Financial advisor at Latitude Advisors, LLC
Latitude Advisors, LLC · $566.5M AUM
VerifiedFinancial planning
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Brian Goldstein
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Celina Grant
Financial advisor at Primerica Advisors
Primerica Advisors · $15.54B AUM
Verified
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Christopher Ferguson
Financial advisor at Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc.
VerifiedFinancial planning
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Christopher Passarelli
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Cordel Bryan
Financial advisor at Primerica Advisors
Primerica Advisors · $15.54B AUM
Verified
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Daniel Szatkowski
Financial advisor at Primerica Advisors
Primerica Advisors · $15.54B AUM
Verified
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Dave Henry
Financial advisor at Primerica Advisors
Primerica Advisors · $15.54B AUM
Verified
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Debra Wallach
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Deepjot Sohal
Financial advisor at Primerica Advisors
Primerica Advisors · $15.54B AUM
Verified
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Douglas Williams
Financial advisor at Primerica Advisors
Primerica Advisors · $15.54B AUM
Verified
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Eddy Hung
Financial advisor at Oppenheimer & Co. Inc.
Oppenheimer & Co. Inc. · $36.71B AUM
VerifiedFinancial planning
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Gurpreet Kaur-Singh
Financial advisor at Primerica Advisors
Primerica Advisors · $15.54B AUM
Verified
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Harry Katz
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
VerifiedFinancial planning
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Jacqueline Rivera
Financial advisor at Citigroup Global Markets Inc.
Citigroup Global Markets Inc. · $56.01B AUM
VerifiedFinancial planning
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Janet Ligan
Financial advisor at Primerica Advisors
Primerica Advisors · $15.54B AUM
Verified
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Jeffrey Schoenfeld
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Jeremy Jacobs
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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John Jonza
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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John Varricchio
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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John Zupka
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
VerifiedFinancial planning
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Jose Morales
Financial advisor at Primerica Advisors
Primerica Advisors · $15.54B AUM
Verified
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Joseph Becker
Financial advisor at Westco Advisory Services, Inc.
Westco Advisory Services, Inc. · $254M AUM
VerifiedFinancial planning
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Julian Schubach
Financial advisor at Nosuris, Inc.
Nosuris, Inc. · $95M AUM
VerifiedFinancial planning
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Kenneth Hehir
Financial advisor at Westco Advisory Services, Inc.
Westco Advisory Services, Inc. · $254M AUM
VerifiedFinancial planning
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How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Lynbrook, NY

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

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Financial advisors in Lynbrook, NY.

How this list works

Before you hire an advisor in Lynbrook, NY