Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!
We understand your financial needs are not always the same! Choosing the right financial advisor in Massapequa is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Massapequa & pick the one as per your needs
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Massapequa, New York, FinancialAdvisor.net is a useful resource. We've compiled a list of the 12 vetted financial advisors and non-vetted financial advisors in Massapequa, New York, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Massapequa, New York have an average of 18 years of experience.
If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.
Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
---|---|---|---|---|
A.G. MORGAN FINANCIAL ADVISORS, LLC 5260 Merrick Road, Massapequa, NY, 11758 | 173292 | $217,255,794 | 1908 | A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based |
ADC WEALTH MANAGEMENT, LLC 30 D Broadway, Suite 200 Massapequa, NY, 11758 | 159083 | $166,730,000 | 217 | A Percentage of AUM, Fixed Fees |
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