Best Financial Advisors in Armonk, NY

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Armonk, NY Fiduciary Financial Advisors

Location 200 Business Park Dr Suite 202, Armonk, NY 10504, USA
Phone (914) 500-8505
Time Monday: 9:00 AM – 6:00 PM Tuesday: 9:00 AM – 6:00 PM Wednesday: 9:00 AM – 6:00 PM Thursday: 9:00 AM – 6:00 PM Friday: 9:00 AM – 6:00 PM Saturday: Closed Sunday: Closed
Calderone Financial Services
Location 20 Maple Ave, Armonk, NY 10504, USA
Phone (914) 219-5882
Armonk Advisors LLC
Location 200 Business Park Dr # 201, Armonk, NY 10504, USA
Phone (914) 730-7305
Morgan Stanley Financial Advisors
SEC File# 801-70103
CRD# 149777

5 out of 5

Location 2000 Westchester Ave #1nc, Purchase, NY 10577, USA
Phone (914) 225-0700
Ardent Wealth Management
Location 1 Manhattanville Rd Ste 402, Purchase, NY 10577, USA
Phone (914) 269-2250
Advisors Search Group Inc
Location 14 Birdsall Farm Dr, Armonk, NY 10504, USA
Phone (914) 273-2300
Bank of America (with Drive-thru ATM)

2 out of 5

Location 401 Main St, Armonk, NY 10504, USA
Phone (914) 273-3236
Clarfeld Financial Advisors
SEC File# 801-40835
CRD# 106743
Location 520 White Plains Rd, Tarrytown, NY 10591, USA
Phone (914) 846-0100
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About Armonk, NY

Armonk, NY is a town in Westchester County, NY. It is located about 25 miles north of Manhattan. Some of the landmarks in Armonk include the Armonk Square, the Old Mill Inn, and the Wampus Spring. The top employers in Armonk are IBM, PepsiCo, and Mastercard. Major highways and streets in Armonk include I-684 and NY-22. Some of the neighborhoods in Armonk include North Ridge, South Ridge, and Eastridge.

Where Certified Financial Advisors in Armonk, NY Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks offer a variety of services to their customers and Armonk, NY residents are no exception. Some of the most common services banks provide include: checking and savings accounts, loans, credit cards, and investment advice. Each bank offers different services and some may be more beneficial for certain people than others. It is important for residents of Armonk to research their options and find a bank that best suits their needs.

Insurance Broker

Armonk, NY residents can receive help from insurance brokers when looking for the best rates and coverage. Insurance brokers have access to a variety of plans and carriers, which allows them to compare rates and find the best coverage for their clients. They can also help residents in Armonk, NY file claims and navigate the complex world of insurance.

Retirement Planning

Armonk, NY residents will want to consult with a financial advisor when planning their retirement. Financial advisors can help Armonk residents map out a plan that will ensure they have enough money saved to live comfortably in retirement. Advisors can also help retirees make the most of their Social Security and 401(k) benefits.

Wealth Management

Armonk, NY is a wealthy town with many high net worth residents. While this affords the town many benefits, it also creates unique challenges for its wealth management professionals. Wealth management in Armonk must be tailored to meet the needs of a sophisticated and discerning clientele. One of the most important services that wealth managers can provide is estate planning. Many Armonk residents have complex estates which require careful planning in order to minimize taxes and ensure that assets are distributed according to their wishes. Wealth managers can also help clients invest their money wisely, so that they can continue to enjoy their wealth while also protecting it from market fluctuations. Armonk is fortunate to have such a strong community of wealth management professionals. These professionals provide a valuable service to the town's residents, and play an important role in ensuring the financial security of Armonk's citizens.

Estate Planning Lawyer

Armonk, NY residents who want to make sure their estate is handled properly after they die can work with an estate planning lawyer to create a will and other legal documents.An estate planning lawyer can help you choose the best way to distribute your assets, designate someone to manage your affairs if you become incapacitated, and set up trusts for your children or other beneficiaries.If you live in Armonk, NY and would like to discuss your estate planning needs with an experienced lawyer, please call us today.

Mortgage Loan Officer

Mortgage loan officers in Armonk, NY can help residents get the best mortgage rates and terms for their needs. They can also help residents find the best home loans for their budgets. In addition, mortgage loan officers can help residents understand all of the different types of mortgages available. This can help residents choose the right mortgage for their needs and budget.

Tax Services

Tax accountants can help Armonk, NY residents in a number of ways. They can help taxpayers understand their tax obligations and file their tax returns accurately and on time. They can also provide advice on how to minimize taxes and maximize deductions. In addition, tax accountants can help businesses in Armonk, NY understand and comply with complex tax laws. By working with a tax accountant, Armonk, NY residents can be assured that they are taking advantage of all the tax breaks available to them.


FAQs About Personal Financial Advisors in Armonk, NY