How many financial advisors are in Stony Point, NY?

There are currently 2 verified financial advisors listed in Stony Point, 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 Stony Point?

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

How do I choose a financial advisor in Stony Point?

When choosing a financial advisor in Stony Point, 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 Stony Point, NY | Vemra — Vemra

Top Financial Advisors in Stony Point, NY

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

2 verified professionals found

Showing 1–2 of 2 results

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Matthew Stephen Clement - Cetera Advisors Llc

Financial AdvisoryLicensed

No reviews yet

Matthew Thomas Coyne - Cetera Financial Specialists Llc

Financial AdvisoryLicensed

No reviews yet

About Financial Advisors in Stony Point, NY

Stony Point has a small financial advisor market with 2 active professionals available. The market is developing, and advisors in the area serve clients seeking guidance on investments, retirement planning, and wealth management. If you're looking for financial advice in Stony Point, you may also consider professionals in nearby cities like New York, Purchase, and Melville, which have larger concentrations of advisors and specialized services.

How to choose a financial advisor in Stony Point

Verify credentials and registrations with the SEC or FINRA before scheduling a consultation.
Ask whether the advisor operates as a fiduciary, meaning they're legally required to act in your best interest.
Request a clear written explanation of how they're compensated—fee-only, commission-based, or a hybrid model.
Inquire about their investment philosophy and whether it aligns with your risk tolerance and long-term goals.
Ask for references from current clients with similar financial situations to yours.
Confirm they have experience with your specific needs, whether retirement planning, tax strategy, or estate planning.

Quality signals to look for

Look for advisors who provide transparent fee structures in writing and explain their investment approach clearly before you commit. Verify that any advisor you consider is registered with appropriate regulatory bodies and has a clean disciplinary record. Be cautious of advisors who pressure you into quick decisions, promise guaranteed returns, or operate primarily online without local contact information or a verifiable office address.

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Frequently asked questions

How many financial advisors are available in Stony Point, NY?

There are 2 active financial advisors currently serving the Stony Point area.

How do I find a licensed financial advisor in Stony Point?

You can search online directories and verify credentials through the SEC or FINRA. Ask for referrals from friends, family, or your accountant. You may also expand your search to nearby cities like Purchase and New York for a broader selection.

What should I ask a financial advisor before hiring them?

Ask about their credentials, how they're compensated, whether they operate as a fiduciary, their investment philosophy, and their experience with clients in situations similar to yours. Request client references and a written summary of their services and fees.

What's the difference between a fee-only and commission-based financial advisor?

Fee-only advisors charge a flat fee, hourly rate, or percentage of assets under management and have no incentive to recommend specific products. Commission-based advisors earn money when you buy certain investments, which can create a conflict of interest. Many advisors use a hybrid model combining both approaches.

How do I verify a financial advisor's credentials?

Check the SEC's Investment Adviser Public Disclosure website or FINRA's BrokerCheck tool to confirm registration status, qualifications, and any disciplinary history. Ask the advisor directly for their CRD number and license details to verify.

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