Best Financial Advisors in Pelham, NY

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Pelham, NY Fiduciary Financial Advisors

Investors Intelligence
Location 30 Church St # 4, New Rochelle, NY 10801, USA
Phone (914) 632-0422
Prima Capital Advisors
SEC File# 801-61688
CRD# 124719
1 out of 5
Location 2 Overhill Rd # 215, Scarsdale, NY 10583, USA
Phone (914) 725-9380
Capital Preservation Partners
SEC File# 801-69807
CRD# 126340
5 out of 5
Location 55 Pondfield Rd, Bronxville, NY 10708, USA
Phone (914) 337-2272
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
Think Partners LLC
Location 60 Beech Tree Ln, Pelham, NY 10803, USA
Phone (914) 219-3350
Allstate Personal Financial Representative: Alva Jackson
Location 676 E Lincoln Ave, Mt Vernon, NY 10552, USA
Phone (917) 913-8874
Royal Flush Financial Holdings Inc.
Location 531 E Lincoln Ave #2H, Mt Vernon, NY 10552, USA
Phone (914) 222-5607
SB Harris Capital, LLC
Location 173 Beechwood Ave, New Rochelle, NY 10801, USA
Phone (914) 721-0745
Bank of America (with Drive-thru ATM)
3 out of 5
Location 4767 Boston Post Rd, Pelham Manor, NY 10803, USA
Phone (914) 738-1300
John E. Spring
Location 34 Palmer Ave Suite 102, Bronxville, NY 10708, USA
Phone (914) 378-0070
GreenLife Advisors, LLC
Location 500 Mamaroneck Ave Suite 320, Harrison, NY 10528, USA
Phone (914) 627-8783
Trufton Investment Management
Location 495 New Rochelle Rd, Bronxville, NY 10708, USA
Phone (914) 840-1500
Trustco Bank
3 out of 5
Location 132 Fifth Ave, Village of Pelham, NY 10803, USA
Phone (914) 632-1983
KPL Financial Group
Location 475 White Plains Rd Suite 28, Eastchester, NY 10709, USA
Phone (914) 222-9694
Ras Group Inc
Location 438 Fifth Ave UNIT 7, Pelham, NY 10803, USA
Phone (914) 740-4000
International Marine Investors
Location 438 Fifth Ave UNIT 2, Pelham, NY 10803, USA
Phone (914) 738-8600
Flynn Financial Partners, Ltd.
SEC File# 801-72060
CRD# 155216
5 out of 5
Location 56 Harrison St Suite 203, New Rochelle, NY 10801, USA
Phone (212) 490-4580
Peter J Romano & Co
5 out of 5
Location 629 Fifth Ave #105, Village of Pelham, NY 10803, USA
Phone (914) 738-4182
Q Cap Management LLC
Location 1 Cliff Pl, Pelham, NY 10803, USA
Phone (914) 738-2900
Tortoise Investment Management, LLC
SEC File# 801-65160
CRD# 128723
Location 2 Westchester Park Dr #215, White Plains, NY 10604, USA
Phone (914) 686-0024
Clarfeld Financial Advisors
Location 520 White Plains Rd, Tarrytown, NY 10591, USA
Phone (914) 846-0100
Edward Jones - Financial Advisor: Michael T Sheridan, CRPC™
Location 116 Kraft Ave Suite 8, Bronxville, NY 10708, USA
Phone (914) 337-2363
White Plains Financial Services
5 out of 5
Location 705 E 227th St, The Bronx, NY 10466, USA
Phone (718) 655-2944
Thien Le - Morgan Stanley
Location 2000 Westchester Ave #1nc, Purchase, NY 10577, USA
Phone (914) 225-0389
TD Wealth
Location 1133 Westchester Ave Suite N 324, White Plains, NY 10604, USA
Phone (866) 235-1248
Bank of America ATM (Drive-thru)
5 out of 5
Location 4767 Boston Post Rd, Pelham Manor, NY 10803, USA
Phone (844) 401-8500
Modera Financial Advisors & Financial Planners
Location 800 Westchester Ave n641, Rye Brook, NY 10573, USA
Phone (914) 232-3773
Financial Advisors in Pelham, NY

Where Certified Financial Advisors in Pelham, NY Serve

Pelham is a town in Westchester County, New York, United States. It is part of the New York City metropolitan area. As of the 2010 census, the town population was 8,639. Pelham is located in the northeast corner of Westchester County and is bordered by the Bronx to the north and east, Mount Vernon to the west, and Eastchester to the south. Major highways and streets include I-95, US 1, and the Hutchinson River Parkway. Pelham's neighborhoods include North Pelham, South Pelham, Center Corners, and Five Corners. Some notable landmarks in Pelham include Pelham Bay Park and Split Rock Golf Course. Some of Pelham's top employers are AT&T, PepsiCo, and Montefiore Medical Center.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks in Pelham, NY offer a variety of services to their customers. One popular service is the ATM machine which allows customers to withdraw cash and check their account balance without having to go into the bank. Many banks also offer online banking which allows customers to access their account information and make transactions online. Some banks have started offering mobile banking which allows customers to check their account balance, make transfers, and deposit checks using their smartphone or tablet.

Insurance Broker

Most Pelham, NY residents probably don't know that insurance brokers can help them save money on their insurance rates. Insurance brokers are experts in the field of insurance and they can help you find the best policies at the best rates. They can also help you file claims and deal with any problems that might come up. If you're looking for a way to save money on your insurance, then you should definitely consider hiring an insurance broker.

Retirement Planning

Most Pelham, NY residents will want to consult a financial advisor when it comes time for retirement planning. This is because there are so many options available and it can be difficult to make the right choices without expert help. Financial advisors have the experience and knowledge necessary to guide their clients through the process of choosing the right retirement plan, making contributions, and investing money wisely. They can also help clients stay on track with their goals, adjusting their plan as needed along the way.

Wealth Management

Residents of Pelham, NY can take advantage of wealth management services to help them grow and protect their wealth. Wealth management is a comprehensive approach to financial planning that takes into account all aspects of your finances, from investment and insurance planning to tax strategies and estate planning. A qualified wealth manager can help you make the most of your money by developing a customized plan that suits your unique needs and goals.

Estate Planning Lawyer

Estate planning lawyers can help Pelham, NY residents protect their assets and plan for the future.Pelham, NY residents who want to make sure their loved ones are taken care of after they die should consult with an estate planning lawyer. These lawyers can help you create a will or trust that will ensure your assets are distributed according to your wishes. They can also help you plan for long-term care and disability, and provide guidance on tax implications of estate planning decisions.

Mortgage Loan Officer

Mortgage loan officers in Pelham, NY can help residents by providing them with the best mortgage options available. They have access to a variety of lenders and can help you find the best interest rate and terms for your needs. They can also help you through the entire process, from pre-approval to closing.

Tax Services

Residents of Pelham, NY can benefit from the help of a tax accountant in order to ensure that they are getting the most out of their tax returns. A good tax accountant will be able to help residents save money on their taxes and maximize their refund. Additionally, a tax accountant can help residents stay organized and up-to-date on the latest changes to the tax code.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Pelham, NY