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Find The Best Financial Advisors in Woodbury, New York

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 Woodbury is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Woodbury & pick the one as per your needs

How To Find The Best Financial Advisors in Woodbury , New York

Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Woodbury, New York, FinancialAdvisor.net is a useful resource. We've compiled a list of the 16 vetted financial advisors and 5 non-vetted financial advisors in Woodbury, New York, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Woodbury, New York have an average of 17 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.

List of Qualified Financial Advisors in Woodbury , New York

advisor

Anthony M. Errico

Port Capital Management

call212-597-2249

advisor

John Patsy

LPL Financial

call631-350-7024

advisor

Gerard Gruber

Harbor West Wealth Management & Planning

call203-454-3377

advisor

Louis Green

Savvy Advisors

call917-590-0552

advisor

Frank Lepore

Bleakley Financial Group

call973-244-4237

advisor

Doug Frew

BroadFront Capital Management

call732-819-5006

Top Financial Advisor Firms in Woodbury, New York(Ranked by AUM)

Firm NameFirm CRD#Total AUMNo. of ClientsFee Structure
VANDERBILT ADVISORY SERVICES
125 Froehlich Farm Blvd.,
Woodbury, NY, 11797
116537 $1,620,533,275 6469 A percentage of AUM, Hourly charges, Fixed fees
CONSOLIDATED PORTFOLIO REVIEW CORP
125 Froehlich Farm Blvd.,
Woodbury, NY, 11797
112694 $1,294,955,167 4821 A percentage of AUM, Hourly charges, Fixed fees
FUSION FAMILY WEALTH, LLC
88 Froehlich Farm Boulevard, Suite 401
Woodbury, NY, 11797
168254 $1,201,682,793 1299 A percentage of AUM, Other (PERCENTAGE OF RETIREMENT PLAN ASSETS UNDER ADVISEMENT)
SPIELBERGER & BROOKS, INC.
7600 Jericho Turnpike, Suite 305
Woodbury, NY, 11797
147197 $390,153,673 248 A percentage of AUM, Performance Based
U.S. WEALTH GROUP, LLC
7600 Jericho Turnpike, Suite 303
Woodbury, NY, 11797
141062 $154,274,106 256 A percentage of AUM, Performance Based

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