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Financial Advisors in Jericho, New York

Our hand-picked list of 7 financial advisors serving Jericho, New York. Compare contact info and request free quotes from local providers.

About Hiring a Financial Advisor in Jericho

Financial professionals in Jericho 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 Jericho

FIRST LONG ISLAND INVESTORS, LLC

ONE JERICHO PLAZA, JERICHO, NY 11753

📞 (516) 935-••••

GOLD COAST WEALTH MANAGEMENT, LLC

575 JERICHO TURNPIKE, JERICHO, NY 11753

📞 (516) 274-••••

MERKKURI WEALTH ADVISORS LLC

333 JERICHO TURNPIKE, JERICHO, NY 11753

📞 (516) 268-••••

OPAL WEALTH ADVISORS, LLC

2 JERICHO PLAZA, JERICHO, NY 11753

📞 (516) 388-••••

SHELTER ROCK MANAGEMENT, LLC

375 NORTH BROADWAY, JERICHO, NY 11753

📞 (516) 605-••••

COUNTERVEW CAPITAL MANAGEMENT LLC

500 NORTH BROADWAY SUITE 241

📞 516-466-••••

SASSICAIA CAPITAL ADVISERS LLC

2 JERICHO PLAZA

📞 516-942-••••

Frequently Asked Questions

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

Jericho, New York has 7 financial advisors listed in our directory. FIRST LONG ISLAND INVESTORS, 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 Jericho?

Financial professionals in Jericho 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 Jericho?

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

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