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Your service helped us connect with Brian who had clients similar to our situation.
Former advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
Susan, a Retired Executive from New York
There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.
We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.
Bridgehampton
has
2
WiserAdvisor vetted Financial Planners and Advisors for you to
choose from and
1
non-vetted advisors in your local area. These financial advisors in
Bridgehampton, New York
have an average of
25
years of experience.
NOTE: The list of financial
advisors in
Bridgehampton, New York
mentioned below do not include all the advisors in our network due
to their compliance listing restrictions. More vetted advisors may
be available when you use our free
match service to compare financial advisors near you in
Bridgehampton, New York.
| Qualified Financial Advisors in Bridgehampton, New York | ||||
|---|---|---|---|---|
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
| Philip Capell
CFP®, JD, MS in Tax PIERMONT WEALTH MANAGEMENT INC. 48 South Service Road, Suite 102, Melville, NY 11747 |
24 | $100M-$200M | $500,000 | Fee-Only |
| Paresh B. Shah
CFP® PARESHAH PARTNERS LLC 960 South Broadway, Suite 115-B, Hicksville, NY 11801 |
26 | 350 million | None | Not Specified |
Qualifications
CRD# 4544394
Firm CRD# 119376
Compensation/Fee Fee-Only
Office Location
48 South Service Road,
Suite 102,
Melville,
NY
11747
Phone Number
631-454-1585
Mr. Capell, CEO of Piermont, has been educating and assisting individuals and families with retirement, financial, & estate planning for over 20 years. He focuses on each client's financial needs, be it capital preservation or growth, income at retirement, and/or tax planning. Upon constructing a financial plan, Mr. Capell builds a portfolio asset allocation suitable to his client's objectives and risk tolerance. Philip is married with two sons and a daughter residing on Long Island. He is a multi-marathon finisher and an Ironman triathlon finisher. Education: College: Cornell University, Ithaca, New York, B.S. 1987. Law School: Washington School of Law, American University, Washington D.C., J.D. 1990. Graduate School: Pace University, New York, New York, M.S. in Taxation 1998. Memberships, Organizations & Offices: National Association of Personal Financial Advisors-accepted Member of the Nation's premier Fee-only Financial Planning organization. Financial Planning Association - member. Community, Articles & Pro Bono Activities: Monthly Guest speaker on Hofstra University's Bottom Line Benefit Talk show (WRHU 88.7 FM) Past Lecturer for Charles Schwab, Merrill Lynch, HSBC, MorganStanley (f/k/a Salomon SmithBarney), HSBC (f/k/a Republic National Bank), GreenPoint Bank, Mutual of New York Insurance, New York Life Insurance, MetLife Insurance, American Cancer Society, the New York State Society of CPAs, the New York State Bar Association, and the Nassau County Bar Association.
PIERMONT prides itself on helping investors plan for RETIREMENT; or if already retired, then on maximizing their RETIREMENT income and investment returns. Our team of experienced financial professionals focuses on providing RETIREMENT SOLUTIONS to Pre-retirees and Retirees. As an independent, non-commissioned/fee-only firm, we offer a FREE CONSULTATION so that we can understand your needs & objectives. Once we establish your financial plan, our investment team is able to manage your portfolio. We use an asset allocation investment strategy so as to maximize returns in light of your risk tolerance. We are confident we can help you achieve your financial goals and look forward to hearing from you.
Advisory Services Provided:
Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Estate Planning & Trusts
Qualifications
CRD# 4727940
Firm CRD# 131167
Series 7, 63, 65
Compensation/Fee Commissions, Flat Fee, Based on Assets
Office Location
960 South Broadway, Suite 115-B,
Hicksville,
NY
11801
Phone Number
516-268-3446
Paresh Shah is a Wealth Strategist since 1996, helping individuals and businesses across the US to co-create innovative financial strategies that protect for today and build for tomorrow. Paresh is licensed to educate CPAs (CPE presenter) as they guide their clients on Investments, Life, Disability and Long-Term Care Insurance. He specializes in Pension & Profit-Sharing Plans, Asset Protection, Estate Planning and Business Succession Planning. Paresh was also the co-host and speaker of a new talk show "Your Money - Your Taxes" for the South Asian channel - ITV Gold. Long Island Business News awarded Paresh "2016 Honoree - Diversity in Business Award". Paresh is a member of the prestigious Million Dollar Round Table for the past 15 years and a "Top of the Table" member for the last 3 years. Paresh graduated as a Chemical Engineer (honors graduate) from the prestigious Indian Institute of Technology at Kharagpur, India. His keen sense of professionalism and community service has kept him active in India as well as the United States. He supports Health-Care and Education Initiatives for the financially challenged. Paresh is the Past-President of the Long Island Chapter of IIT Alumni Association, the Chapter Presidents Representative on the PANIIT USA Board and Past President of The Old Campionites' Association. He and his wife support a school for the Deaf and Mute in Bhavnagar, a school for Blind children in Saputara and The Sister Nivedita Foundation in Rajkot all three in Gujarat, India. They have sponsored individuals through their Undergraduate Engineering/Architecture Education. Annually they support the Hand and Heart for the Handicapped (HHH). He is now on the board of the IIT KGP Foundation. Paresh resides in Hicksville, NY with his wife Shimul. Their son Shamik, is pursuing Psychology at Hunters College in NYC. Registered Representative of Lion Street Financial and Investment Advisor Representative of Csenge Advisory Group.
PareShah Partners is founded with a mission to help more people with their financial planning using our distinct approach and strategies. Having someone help to provide guidance with financial plans gives you confidence, freeing you to spend time on what you truly wish to do. We, at PareShah Partners, help ensure you have your goals and needs in place; we guide you along with the steps to pursue financial freedom so you can eventually have more time for your family and can continue with your passions.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
| Edward Jones Inquire with Edward |
2385 Montauk Hwy, Bridgehampton, NY 11932 | 631-613-1616 |
Grow your AUM with pre-qualified leads!
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