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Top 30 financial advisors of 49 near 12037
Out of 400,000+ nationwide
Michael B
Series 66
Chatham, NY
Edward Jones
Jacob G
Series 63, Series 66
East Nassau, NY
Fidelity
Jacob Guevara is the Branch Leader at Fidelity Investments' Albany Investor Center, a role he has held since 2024. He co-leads the center with a dedication to Fidelity's mission and values, focusing on financial planning and making an impact during important financial moments for clients. Jacob is committed to ensuring that every client interaction is meaningful and meets high standards of service. Jacob has been with Fidelity Investments since 2014, progressing through various positions including Financial Representative, Senior Service Support Specialist, Managed Account Support Specialist, and several leadership roles within Advisory Services and Relationship Management. His experience spans client advising and team leadership, reflecting a depth of knowledge in financial services and client relationship management. Outside of his professional responsibilities, Jacob enjoys cooking and baking, fitness, and gardening.
Orlando D
Series 66
Selkirk, NY
Fidelity
Orlando DiBacco is an Investment Consultant at Fidelity Investments, a role he has held since 2025. In this capacity, he collaborates with clients to develop financial plans aimed at providing confidence in their financial futures. His professional journey at Fidelity Investments began as an Intern in 2023, followed by positions as a Financial Services Representative and Financial Representative before advancing to his current role. Throughout his tenure at Fidelity Investments, Orlando has accumulated experience in various facets of financial services, contributing to his expertise in investment consulting. His progression within the company reflects a focus on client-centered financial planning. Outside of his professional responsibilities, Orlando has interests in beach activities, concerts, football, golf, and tennis.
David L
CFP®, Series 63, Series 65
Glen Allen, VA
Advisor Financial Services, Inc.
Eric K
CFA®, Series 63
Great Barrington, MA
Rockingstone Advisors
Kathleen P
Series 63
Stuyvesant, NY
SAGE 360 Advisors LLC
Douglas P
Series 63, Series 65
Fort Pierce, FL
Amidon & Petersen Financials, LLC
John B
ChFC®, Series 65
Great Barrington, MA
American Investment Services Inc
Luke D
CFP®, ChFC®, Series 65
Stockbridge, MA
Tableaux Wealth
David S
CFA®, Series 63
Great Barrington, MA
American Investment Services Inc
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Finding advisors...
Top 30 financial advisors of 49 near 12037
Out of 400,000+ nationwide