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 Plainview is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Plainview & pick the one as per your needs
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Plainview, New York, FinancialAdvisor.net is a useful resource. We've compiled a list of the 13 vetted financial advisors and non-vetted financial advisors in Plainview, New York, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Plainview, 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 |
---|---|---|---|---|
ROCKLINE WEALTH MANAGEMENT LLC 255 Executive Drive, Suite 409 Plainview, NY, 11803 | 324004 | $436,529,130 | 843 | A Percentage of AUM, Fixed Fees |
ACCOUNTANTS PROPRIETARY FINANCIAL SERVICENET, INC. 45 Executive Drive, Suite 301 Plainview, NY, 11803 | 126685 | $369,247,706 | 249 | A Percentage of AUM |
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