How many financial advisors are in Washingtonville, NY?

There are currently 3 verified financial advisors listed in Washingtonville, NY. We continuously update our directory to ensure you have access to the most current information.

What is the average rating for financial advisors in Washingtonville?

Ratings vary across financial advisors in Washingtonville. Browse individual listings to see specific ratings and reviews.

How do I choose a financial advisor in Washingtonville?

When choosing a financial advisor in Washingtonville, consider their ratings, review count, specializations, and location. We recommend requesting quotes from 2-3 professionals to compare services and pricing.

Is it free to request a quote?

Yes, requesting a quote through our directory is completely free. Simply click "Request a Quote" on any professional's listing and fill out the form. The professional will reach out to you directly.

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Top Financial Advisors in Washingtonville, NY | Vemra — Vemra

Top Financial Advisors in Washingtonville, NY

Browse verified financial advisor professionals in Washingtonville, NY. Compare ratings, read reviews, and request a quote for free.

3 verified professionals found

Showing 1–3 of 3 results

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Francis Xavier Dwyer - Cetera Wealth Services, Llc

Financial AdvisoryLicensed

No reviews yet

Paul Joseph Ferrigno - Osaic Wealth, Inc.

Financial AdvisoryLicensed

No reviews yet

Gisele Battikha - J.P. Morgan Securities Llc

Financial AdvisoryLicensed

No reviews yet

About Financial Advisors in Washingtonville, NY

Washingtonville, NY has 3 active financial advisors available. The market is small but accessible, with advisors ready to help with investment planning, retirement strategy, and wealth management. If you don't find what you need locally, nearby cities like Purchase, Melville, New York, Rochester, and Brooklyn offer additional options for more specialized services or second opinions.

How to choose a financial advisor in Washingtonville

Ask about credentials and verify any certifications through FINRA or the SEC before engaging.
Clarify the advisor's fee structure—whether they charge flat fees, hourly rates, or work on commission.
Request references from current clients and follow up with at least two of them.
Ensure the advisor is registered with the appropriate regulatory bodies and has a clean disciplinary history.
Review their investment philosophy and confirm it aligns with your risk tolerance and long-term goals.
Ask about their experience with clients in situations similar to yours.
Get a written agreement that outlines services, fees, and any potential conflicts of interest.

Quality signals to look for

Look for advisors who provide transparent fee disclosures upfront and are willing to explain their investment approach in plain language. Verify registration status on the SEC or FINRA websites before committing. Be cautious of advisors who pressure you into immediate decisions, guarantee specific returns, or operate without clear written agreements. A reputable advisor should welcome questions about credentials and provide references without hesitation.

Financial Advisors in nearby cities

Frequently asked questions

How many financial advisors are available in Washingtonville, NY?

There are 3 active financial advisors currently listed in Washingtonville.

How do I find a licensed financial advisor in Washingtonville?

Check the SEC and FINRA websites to verify an advisor's registration and licensing status. You can also ask advisors directly for their credentials and registration numbers before scheduling a consultation.

What should I ask a financial advisor during an initial consultation?

Ask about their fees, credentials, experience with clients in your situation, investment philosophy, and how they manage potential conflicts of interest. Request references and get everything in writing.

Are there financial advisors in nearby areas if I can't find what I need in Washingtonville?

Yes. Nearby cities including Purchase, Melville, New York, Rochester, and Brooklyn have additional financial advisors available if you want to compare options or seek specialized expertise.

How do I verify a financial advisor's credentials?

Visit the SEC's Investment Adviser Public Disclosure website or FINRA's BrokerCheck to look up registration status, disciplinary history, and credentials. Never work with an advisor whose information you cannot verify.

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