Best Financial Advisors in Rockland County, NY

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List of Firms

Rockland County, NY Fiduciary Financial Advisors

DBM Advisors LLC
Location 24 S Main St STE 2, New City, NY 10956, USA
Phone (845) 639-0663
Harvey S Berk Csp
Location 244 N Main St, New City, NY 10956, USA
Phone (845) 634-2721
Pegasus Asset Management Inc
SEC File# 801-3186
CRD# 104766

5 out of 5

Location 400 Rella Blvd, Suffern, NY 10901, USA
Phone (845) 369-9422
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
Emerald Retirement Planning Group, Inc.

5 out of 5

Location 18 Liberty Square Mall, Stony Point, NY 10980, USA
Phone (845) 942-8578
keith kolinsky, cfp
SEC File# 801-108975
CRD# 124888
Location 4 Pippen Pl, New City, NY 10956, USA
Phone (845) 638-6505
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
Oran Yacobi - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 400 Rella Blvd Ste 165, Suffern, NY 10901, USA
Phone (914) 909-6470
Time Monday: 9:00 AM – 5:30 PM Tuesday: 9:00 AM – 5:30 PM Wednesday: 9:00 AM – 5:30 PM Thursday: 9:00 AM – 5:30 PM Friday: 9:00 AM – 5:30 PM Saturday: Closed Sunday: Closed
Ghi, Inc
Location 4 Pine Ct #12, Pomona, NY 10970, USA
Phone (914) 954-9663
Lieblich Financial Services
Location 53 S Ridge Rd, Pomona, NY 10970, USA
Phone (718) 771-0887
Carter Wealth Management Group
Location New City, NY 10956, USA
Phone (845) 639-7204
Edward Jones - Financial Advisor: David S Laster, CFA®
SEC File# 801-3297
CRD# 250
Location 421 NY-59 Ste 10, Monsey, NY 10952, USA
Phone (845) 352-7498
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 3:00 PM Saturday: Closed Sunday: Closed
Greenwich Financial Group
Location 490 NY-304, New City, NY 10956, USA
Phone (845) 638-1235
Edward Jones - Financial Advisor: Joshua Sucov
SEC File# 801-3297
CRD# 250
Location 2 Crosfield Ave Suite 414, West Nyack, NY 10994, USA
Phone (845) 512-5420
Michael J Magnani - Ameriprise Financial Services, Inc.
SEC File# 801-28543
CRD# 6363
Location 200 Long Clove Rd #310, New City, NY 10956, USA
Phone (845) 510-9651
Chestnut Investment Group Inc
Location 4 Executive Blvd #204, Suffern, NY 10901, USA
Phone (845) 369-0016
Orazio Financial Services

5 out of 5

Location 4 Executive Blvd # 203, Suffern, NY 10901, USA
Phone (845) 368-4402
Lenox Advisors
Location 130 Maple Ave, New City, NY 10956, USA
Phone (845) 638-2555
Lawrence Rosen - Financial Consultant, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 400 Rella Blvd Ste 165, Suffern, NY 10901, USA
Phone (914) 909-6470
Timeline Investment Strategies
Location 20 Old Nyack Turnpike # 304, Nanuet, NY 10954, USA
Phone (845) 623-0603
Rdk Financial Group
Location 12 Edsam Rd, Valley Cottage, NY 10989, USA
Phone (845) 348-0252
Atrium Advisors LLC
Location 36 Hester St, Piermont, NY 10968, USA
Phone (212) 838-3900
Reffsin Financial
SEC File# 801-77110
CRD# 164431
Location 1 Blue Hill Plaza Lobby Level, Suite 1509, Pearl River, NY 10965, USA
Merrill Lynch Wealth Management Advisor Foster Conklin
Location 2 Crosfield Ave Suite 223, West Nyack, NY 10994, USA
Phone (845) 348-6904
Orstman Associates
Location 19 Prince St, New City, NY 10956, USA
Phone (845) 356-5700
Wells Fargo Advisors
Location 17 Squadron Blvd, New City, NY 10956, USA
Phone (845) 638-4400
Portfolio Strategies Inc
SEC File# 801-18475
CRD# 104685

5 out of 5

Location 11 Waverly Pl, Monsey, NY 10952, USA
Phone (845) 352-1919
Merrill Lynch Wealth Management Advisor Melanie L. Powell
Location 2 Crosfield Ave Suite 223, West Nyack, NY 10994, USA
Phone (845) 348-6909
Lexington Ave Capital Management Llc
SEC File# 801-123573
CRD# 167834
Location 10 Rugby Rd, New City, NY 10956, USA
Phone (845) 708-5306
Greenwich Financial Group
Location 216 Congers Rd # 2B, New City, NY 10956, USA
Phone (845) 638-1235
Economic Consultants Llc
Location 78 Lakewood Dr, Congers, NY 10920, USA
Phone (845) 268-3631
Crane Wealth Management Group
Location 135 S Main St 2nd floor, New City, NY 10956, USA
Phone (845) 728-0355
LPL Financial
SEC File# 801-10970
CRD# 6413
Location 1 Executive Blvd, Suffern, NY 10901, USA
Phone (845) 368-8610
Finest Financial Group

5 out of 5

Location 275 NY-304 #100, Nanuet, NY 10954, USA
Phone (845) 627-3581
Pascal Murphy - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 1 Crosfield Ave Ste 300, West Nyack, NY 10994, USA
Phone (845) 348-1582
Merrill Lynch Wealth Management Advisor Thomas Braun
Location 2 Crosfield Ave Suite 223, West Nyack, NY 10994, USA
Phone (845) 348-6922
Wall Street Financial Group
Location 25 Smith St # 404, Nanuet, NY 10954, USA
Phone (845) 627-2160
Lucido & Associates Inc
Location 507 Airport Executive Park, Nanuet, NY 10954, USA
Phone (845) 425-6116
Edward Jones
SEC File# 801-3297
CRD# 250
Location 1 Topaz Ct, Suffern, NY 10901, USA
Phone (845) 369-3024
Financial Benefits Inc
Location 26 Cygnet Rd, Congers, NY 10920, USA
Phone (845) 267-5518
White Mountain Capital
Location 172 Main St, Nanuet, NY 10954, USA
Phone (845) 623-5959
Alpine Growth Capital Advisors
Location 8 Conrad Ln, New City, NY 10956, USA
Phone (845) 499-2350
Cetera Investors
SEC File# 801-20406
CRD# 105644
Location 1 Blue Hill Plaza 14th floor, Pearl River, NY 10965, USA
Phone (845) 920-0331
William Martorano CFP
Location 55 Old Turnpike Rd, Nanuet, NY 10954, USA
Phone (845) 627-8700
Image of Rockland County, NY
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About Rockland County, NY

Rockland County is a suburban county located in the northeast corner of New York State. The population is just over 320,000 and the county seat is Nyack. Major highways and streets include the Palisades Parkway, I-287, and Route 9W. Some of the county's most prominent landmarks include the Rockland County Courthouse, Nyack Beach State Park, and Bear Mountain State Park. The top employers in Rockland County are IBM, North Shore-LIJ Health System, and Walmart. The most popular neighborhoods include Piermont, Suffern, and Upper Nyack.

Where Certified Financial Advisors in Rockland County, NY Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Rockland County, NY have several banking options available to them. Local banks offer a variety of services, including checking and savings accounts, loans, mortgages, and credit cards. They also offer online banking and mobile banking, which allow customers to access their accounts from anywhere at any time. Many local banks have locations in Rockland County, making it easy for residents to bank close to home.

Insurance Broker

Residents of Rockland County, NY, have a number of options when it comes to choosing an insurance broker. Some people might be tempted to go with the first broker they find, without doing any research. However, there are a few things that residents should keep in mind when choosing an insurance broker.

Retirement Planning

Rockland County, NY residents can benefit from working with a financial advisor to create a retirement plan. Financial advisors can help residents understand the different retirement options available to them, and can help them make sound financial decisions that will allow them to retire comfortably. Residents of Rockland County should consult with a financial advisor as soon as possible in order to get started on their retirement planning.

Wealth Management

Rockland County, NY residents have a unique opportunity to take advantage of wealth management services. Wealth management can help individuals and families protect their assets, grow their money, and prepare for the future. Rockland County is an excellent place to live, work, and raise a family. The cost of living is lower than in many parts of the country, and there are plenty of job opportunities available. However, with all these benefits also comes the risk of financial instability. A good wealth management plan can help Rockland County residents stay on top of their finances and make the most of their money.

Estate Planning Lawyer

Rockland County, NY residents can benefit from the services of an estate planning lawyer. Estate planning lawyers can help residents create wills and trusts, which will ensure that their property is distributed according to their wishes after they die. In addition, estate planning lawyers can help Rockland County residents set up guardianships for their children in the event that both parents die simultaneously.

Mortgage Loan Officer

Mortgage loan officers in Rockland County, NY can help residents by providing them with the best rates and products available. In addition, mortgage loan officers can help residents understand the mortgage process and provide information on purchasing a home.

Tax Services

Rockland County, NY residents can receive help from tax accountants in order to maximize their tax refunds. Tax accountants are experts in the field of taxation, and they can help Rockland County residents claim all of the deductions and credits to which they are entitled. In addition, tax accountants can help taxpayers prepare their tax returns, making the process simpler and less stressful.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Rockland County, NY