Best Financial Advisors in Irvington, NY

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List of Firms

Irvington, NY Fiduciary Financial Advisors

Onyx Bridge Wealth Group
SEC File# 801-118022
CRD# 306097
Location 120 White Plains Rd Suite 115, Tarrytown, NY 10591, USA
Phone (914) 909-6699
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Jean Kim Sears - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 90 N Broadway Ste 104, Irvington, NY 10533, USA
Phone (914) 591-1100
Scarborough Alliance Group
SEC File# 801-39177
CRD# 11869
Location One Bridge St #70, Irvington, NY 10533, USA
Phone (800) 223-7608
Highbridge Financial Group
Location 660 White Plains Rd Suite 155, Tarrytown, NY 10591, USA
Phone (914) 332-0660 ext. 107
Lexco Wealth Management
SEC File# 801-73395
CRD# 160681

5 out of 5

Location 120 White Plains Rd, Tarrytown, NY 10591, USA
Phone (914) 468-8900
Debany Financial Group LLC
SEC File# 801-47342
CRD# 13572
Location 303 Broadway #103, Tarrytown, NY 10591, USA
Phone (914) 366-4900
Edward Jones - Financial Advisor: Matthew Carty
Location 505 White Plains Rd Suite 212, Tarrytown, NY 10591, USA
Phone (914) 631-0535
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About Irvington, NY

Irvington is a village in the town of Greenburgh in Westchester County, New York. The village is on the east bank of the Hudson River, about 25 miles north of midtown Manhattan. According to the 2010 census, the village has a population of 24,090. Some of Irvington's most notable landmarks include the Philipse Manor Hall and the Irvington Town Hall. The top employers in Irvington are IBM, PepsiCo, and Marriott International. The major highways and streets in Irvington are Interstate 87 (the New York State Thruway), U.S. Route 9, and New York State Route 9A. The neighborhoods in Irvington are Irvington-on-Hudson, North Irvington, and South Irvington.

Where Certified Financial Advisors in Irvington, NY Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Irvington, NY have a wide range of banking services available to them. Banks offer products and services such as checking and savings accounts, loans, mortgages, and credit cards. They also provide investment advice, insurance products, and online banking. Residents can choose the bank that best meets their needs based on location, hours of operation, products offered, and customer service.

Insurance Broker

Residents of Irvington, NY can rely on insurance brokers to help them find the best possible rates and coverage for their needs. Insurance brokers have access to a wide variety of plans from a variety of providers, and they can help residents find the right plan for their unique situation. Brokers can also help residents compare rates and coverage between different providers, making it easy to find the right plan at the right price.

Retirement Planning

Irvington, NY residents have a number of financial advisor options when it comes to retirement planning. Some advisors are more focused on investment advice, while others may be more versed in estate planning or tax strategies. No matter what an advisor's focus is, it's important that he or she take a holistic view of the client's financial situation and future goals. This includes understanding the client's tolerance for risk as well as their time horizon and expected income in retirement. Only then can the advisor make appropriate recommendations about saving, investing, and spending during retirement.

Wealth Management

Irvington, NY residents who are looking for help with their wealth management can find a variety of options available to them. Wealth management firms offer a wide range of services, from investment advice and portfolio management to estate planning and tax consultation. By working with a wealth manager, Irvington residents can feel confident that they are making the most of their money and protecting their assets.

Estate Planning Lawyer

Estate planning lawyers can help Irvington, NY residents protect their assets and plan for the future. An estate planning lawyer can help you create a will or trust, which will ensure that your assets are distributed according to your wishes after you die. They can also help you set up powers of attorney and healthcare directives, which will allow you to appoint someone to make decisions on your behalf if you are unable to do so yourself. If you live in Irvington, NY, it is important to have an estate plan in place. An estate planning lawyer can help you get started on creating one today.

Mortgage Loan Officer

Mortgage loan officers in Irvington, NY can help residents by providing them with the best mortgage rates and products available. By working with a mortgage loan officer, residents can ensure they are getting the best deal possible on their mortgage, and that they are taking out a loan that is right for their needs. A mortgage loan officer can also help residents to understand the terms of their mortgage, and to make sure they are fully informed about their options.

Tax Services

Residents of Irvington, NY can benefit from the help of tax accountants in order to ensure that they are getting the best possible return on their investment. Tax accountants can help residents to understand complex tax codes and deductions, as well as helping them to file their taxes correctly. This can save residents a great deal of money in the long run, and can help them to keep more of their hard-earned money.


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