Best Financial Advisors in Katonah, NY

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List of Firms

Katonah, NY Fiduciary Financial Advisors

Covergent Capital LLC
Location Katonah, NY 10536, USA
Phone (914) 232-2326
Settanni Financial
SEC File# 801-114219
CRD# 298989
Location 6 Sutton Pl, Katonah, NY 10536, USA
Phone (914) 767-0974
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Bank of America (with Drive-thru ATM)
Location 256 Katonah Ave, Katonah, NY 10536, USA
Phone (914) 232-3177
Edward Jones - Financial Advisor: Jay A Durante
SEC File# 801-3297
CRD# 250
Location 123 Katonah Ave, Katonah, NY 10536, USA
Phone (914) 232-3173
Hollow Brook Wealth Management LLC
SEC File# 801-68599
CRD# 145521
Location 152 Bedford Rd 2nd floor, Katonah, NY 10536, USA
Phone (212) 364-1840
Time Monday: 8:00 AM – 6:00 PM Tuesday: 8:00 AM – 6:00 PM Wednesday: 8:00 AM – 6:00 PM Thursday: 8:00 AM – 6:00 PM Friday: 8:00 AM – 6:00 PM Saturday: Closed Sunday: Closed
Luba Financial
Location 88 Mustato Rd, Katonah, NY 10536, USA
Phone (646) 524-3169
Trustco Bank

3 out of 5

Location 18 Woods Bridge Rd, Katonah, NY 10536, USA
Phone (914) 666-6230
Convergence Capital
Location 258 Rte 117 Bypass Rd, Bedford Hills, NY 10507, USA
Phone (914) 218-8867
Hicks Michael
Location 66 Huntville Rd, Katonah, NY 10536, USA
Phone (914) 767-3405
Information Company Inc.
Location 7 Wildwood Rd, Katonah, NY 10536, USA
Phone (914) 301-5710
Alexander, Troy & Company
Location 186 Katonah Ave, Katonah, NY 10536, USA
Phone (914) 767-0600
AtwoB
SEC File# 801-118588
CRD# 172961
Location 23 Parkway Second Floor, Katonah, NY 10536, USA
Phone (914) 302-3233
Hawkes Financial
Location 77 Bedford Rd, Katonah, NY 10536, USA
Phone (914) 232-0734
Wells Fargo Advisors
Location 262 Katonah Ave, Katonah, NY 10536, USA
Phone (914) 232-8141
William Greene & Co

3 out of 5

Location 55 Katonah Ave, Katonah, NY 10536, USA
Phone (914) 232-8461
Springwell Corporation
Location 200 Katonah Ave, Katonah, NY 10536, USA
Phone (914) 767-0080
Otto & Associates
SEC File# 801-58024
CRD# 109493
Location 200 Katonah Ave # E, Katonah, NY 10536, USA
Phone (914) 232-5379
BGI Hospitality Advisors
Location 18 Old Katonah Dr, Katonah, NY 1053, USA
Phone (917) 613-6424
Matthew Cronin CPA

5 out of 5

Location 200 Katonah Ave, Katonah, NY 10536, USA
Phone (914) 747-7707
Westchester Financial Planning
Location 280 N Bedford Rd, Mt Kisco, NY 10549, USA
Phone (914) 244-9470
Edward Jones - Financial Advisor: Michael O'Donovan

5 out of 5

Location 247 NY-100 Suite 200, Somers, NY 10589, USA
Phone (914) 401-9218
The Silverman Group - Raymond James
Location 20 Maple Ave, Armonk, NY 10504, USA
Phone (914) 219-5888
Don Settanni CPA, PLLC

5 out of 5

Location 6 Sutton Pl, Katonah, NY 10536, USA
Phone (914) 767-0974
Interstate Financial Group
Location 104 Smith Ave, Mt Kisco, NY 10549, USA
Phone (914) 244-0355
Merrill Edge
Location 35 S Moger Ave, Mt Kisco, NY 10549, USA
Phone (914) 455-3417
ImaGen Financial Group - Ameriprise Financial Services, LLC
Location 127 Woodside Ave Ste 203, Briarcliff Manor, NY 10510, USA
Phone (914) 923-6490
rick hodor
Location 100 Mustato Rd, Katonah, NY 10536, USA
Phone (914) 438-6834
Kevin D Wirth & Associates

1 out of 5

Location Yorktown Heights, NY 10598, USA
Phone (914) 302-2300
Computer Experts Group, Ltd.

5 out of 5

Location 282 Katonah Ave #115, Katonah, NY 10536, USA
Phone (914) 644-6471
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About Katonah, NY

Katonah, NY is located in the northern part of Westchester County and is considered a suburb of New York City. The town was founded by John H. Davenport in 1814 and was originally known as Titicus. The name was changed to Katonah in 1849 in honor of Chief Katonah of the Matinecock tribe. Some of the town's landmarks include the John Jay Homestead (a National Historic Landmark), the Katonah Museum of Art, and the Bedford Village Green. Top employers in the town include IBM, PepsiCo, and Mastercard. Major highways and streets in Katonah include Route 22, Route 35, and the Saw Mill River Parkway. The town's neighborhoods include Bedford Village, Goldens Bridge, Lake Waccabuc, Larchmont Woods, Mount Kisco, and South Salem.

Where Certified Financial Advisors in Katonah, NY Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks are in a unique position to provide valuable services to Katonah, NY residents. Banks can offer access to capital, credit, and other financial products and services that can help businesses grow and create jobs. They can also provide guidance on how to save for retirement or finance a home purchase. In addition, banks can work with community organizations to support economic development initiatives that benefit the entire community.

Insurance Broker

Insurance brokers in Katonah, NY can help residents protect their finances and families in the event of an unexpected accident or illness. A good broker will take the time to understand your needs and recommend a policy that fits your budget and lifestyle. They can also help you find discounts on your premiums, so you can keep your coverage affordable.

Retirement Planning

Katonah, NY residents who are looking for help with their retirement planning can benefit from working with a financial advisor. Financial advisors can help you create a plan that fits your unique needs and helps you reach your retirement goals. They can also provide guidance on how to save for retirement and how to make the most of your money during retirement. If you are looking for help with your retirement planning, contact a financial advisor today.

Wealth Management

Katonah, NY residents can take advantage of wealth management services to help them grow their money and protect it from taxes. A wealth manager will work with you to create a plan that fits your specific needs and helps you reach your financial goals. They can also help you invest your money in a way that minimizes your tax liability.

Estate Planning Lawyer

Estate planning lawyers can help Katonah, NY residents protect their estate and ensure that their loved ones are taken care of after they die. By creating a will or trust, estate planning lawyers can help make sure that your assets are distributed in the way you want them to be. They can also help you set up power of attorney and healthcare directives, which will allow someone you trust to make decisions for you if you become unable to do so yourself.

Mortgage Loan Officer

Mortgage loan officers can help Katonah, NY residents by providing them with the best home loans.They can also help by educating borrowers about mortgages and the mortgage process. By doing this, they can help borrowers find the right loan for their needs and avoid any surprises during the mortgage process.

Tax Services

Tax accountants can help residents of Katonah, NY in a number of ways. They can help residents understand their tax obligations and file their taxes correctly and on time. They can also help residents plan for their tax liabilities in advance, so they can stay within budget. Tax accountants can also advise residents on how to make the most of their tax deductions and credits.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Katonah, NY