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Financial Advisors in Cambridge, New York

Our hand-picked list of 8 financial advisors serving Cambridge, New York. Compare contact info and request free quotes from local providers.

About Hiring a Financial Advisor in Cambridge

Financial professionals in Cambridge should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the New York securities regulator before sharing any financial information.

Licensing & verification: Financial advisors are regulated by FINRA, the SEC, or state securities regulators depending on their business model. Always verify on BrokerCheck. In New York, verify with the FINRA / SEC / state before hiring.

Top Financial Advisors in Cambridge

CAMBRIDGE WEALTH MANAGEMENT, LLC

5 WASHINGTON ST., CAMBRIDGE, NY 12816

📞 (518) 677-••••

MAIDSTONE WEALTH MANAGEMENT, LLC

4 EAST MAIN STREET, CAMBRIDGE, NY 12816

📞 (518) 677-••••

WEATHERHELM CAPITAL MANAGEMENT LLC

5 WASHINGTON STREET, CAMBRIDGE, NY 12816

📞 (518) 407-••••

ADVANCED ADVISOR GROUP, LLC

1995 EAST RUM RIVER DRIVE S, CAMBRIDGE, MN 55008

📞 (763) 689-••••

APPLIED FUNDAMENTAL RESEARCH, LLC

50 CHURCH STREET, CAMBRIDGE, MA 02138

📞 (617) 360-••••

BLACKSTONE LIFE SCIENCES ADVISORS L.L.C.

314 MAIN STREET, CAMBRIDGE, MA 02142

📞 (617) 949-••••

CLARUS VENTURES, LLC

314 MAIN ST, CAMBRIDGE, MA 02142

📞 (617) 949-••••

DATALIGN

ONE KENDALL SQUARE, CAMBRIDGE, MA 02139

📞 (781) 228-••••

Frequently Asked Questions

Where can I find financial advisors in Cambridge, New York?

Cambridge, New York has 8 financial advisors listed in our directory. CAMBRIDGE WEALTH MANAGEMENT, LLC is one option in the area. Use the list above to compare providers and request a free quote.

Are financial advisors licensed in New York?

Financial advisors are regulated by FINRA, the SEC, or state securities regulators depending on their business model. Always verify on BrokerCheck. In New York, verify with the FINRA / SEC / state before hiring. Ask any provider for their current license number and verify it with the FINRA / SEC / state before you hire.

How do I choose the right financial advisor in Cambridge?

Financial professionals in Cambridge should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the New York securities regulator before sharing any financial information.

Can I get a free quote from a financial advisor in Cambridge?

Yes. Use our free quote form below — describe your project, and we'll match you with verified Cambridge-area financial advisors who can provide written estimates. There's no obligation, and most providers respond within 24 hours.

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