Best Financial Advisors in Westchester County, NY

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List of Firms

Westchester County, NY Fiduciary Financial Advisors

Paul Tramontozzi, CFP®
Location 2900 Westchester Ave Suite 308, Purchase, NY 10577, USA
Phone (914) 428-6440
Beacon Financial Advisors
SEC File# 801-43463
CRD# 106164
Location 800 Westchester Ave suite n-641, Rye Brook, NY 10573, USA
Phone (914) 872-4040
Time Monday: 8:00 AM – 7:00 PM Tuesday: 8:00 AM – 7:00 PM Wednesday: 8:00 AM – 7:00 PM Thursday: 8:00 AM – 7:00 PM Friday: 8:00 AM – 7:00 PM Saturday: Closed Sunday: Closed
Sean Gavin - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363

2 out of 5

Location 2900 Westchester Ave Ste 300, Purchase, NY 10577, USA
Phone (914) 373-6835
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
Modera Financial Advisors & Financial Planners
SEC File# 801-71973
CRD# 155649
Location 800 Westchester Ave n641, Rye Brook, NY 10573, USA
Phone (914) 232-3773
Time Monday: 8:30 AM – 5:30 PM Tuesday: 8:30 AM – 5:30 PM Wednesday: 8:30 AM – 5:30 PM Thursday: 8:30 AM – 5:30 PM Friday: 8:30 AM – 5:30 PM Saturday: Closed Sunday: Closed
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
Landau Advisory
Location 81 Main St Suite 501, White Plains, NY 10601, USA
Phone (914) 615-9214
Caruso Financial Group
SEC File# 801-81108
CRD# 165616
Location 245 Saw Mill River Rd, Hawthorne, NY 10532, USA
Phone (914) 747-0961
Heron Wealth
SEC File# 801-68679
CRD# 146012

5 out of 5

Location 66 Palmer Ave Suite 32A, Bronxville, NY 10708, USA
Phone (914) 202-8709
Symmetry Wealth Advisory Group
Location 2975 Westchester Ave Suite 418, Purchase, NY 10577, USA
Phone (914) 437-7065
Anthony Rizzuto - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 800 Westchester Ave Ste 300, Rye Brook, NY 10573, USA
Phone (914) 417-3243
Angela M Celso - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 2 Westchester Park Dr Ste 103, White Plains, NY 10604, USA
Phone (914) 219-4632
Robert H Berard Jr - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 2 Westchester Park Dr Ste 103, White Plains, NY 10604, USA
Phone (914) 269-6727
Christopher Copenhaver - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 2900 Westchester Ave Ste 300, Purchase, NY 10577, USA
Phone (914) 502-3890
Robert Dolliver - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 2900 Westchester Ave Ste 300, Purchase, NY 10577, USA
Phone (914) 373-6800
Robert E Berard - Private Wealth Advisor, Ameriprise Financial Services, LLC
Location 2 Westchester Park Dr Ste 103, White Plains, NY 10604, USA
Phone (914) 269-6727
Michael Samuelson - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 2900 Westchester Ave Ste 300, Purchase, NY 10577, USA
Phone (914) 373-6831
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
Highbridge Financial Group
Location 660 White Plains Rd Suite 155, Tarrytown, NY 10591, USA
Phone (914) 332-0660 ext. 107
Ann Herrero - Financial Advisor, Ameriprise Financial Services, LLC
Location 427 Bedford Rd Ste 110, Pleasantville, NY 10570, USA
Phone (914) 769-2800
Edward Jones - Financial Advisor: Janice DeLuise
SEC File# 801-3297
CRD# 250
Location 5 Pondfield Rd, Bronxville, NY 10708, USA
Phone (914) 337-2363
Paul Veteri - Financial Advisor, Ameriprise Financial Services, LLC
Location 800 Westchester Ave Ste 641N, Rye Brook, NY 10573, USA
Phone (914) 697-4812
David Lasco - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 100 Summit Lake Drive Ste 150, Valhalla, NY 10595, USA
Phone (914) 747-0200
Strategic Asset Services
Location 7 Skyline Dr #220, Hawthorne, NY 10532, USA
Phone (914) 266-1501
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About Westchester County, NY

Westchester County, New York is a suburban county in the northeastern part of the state. It is home to a number of landmarks, including the Jacob K. Javits Convention Center, the Sleepy Hollow Cemetery, and the Lyndhurst Mansion. The county is also home to a number of major employers, including IBM, PepsiCo, and Mastercard. Major highways and streets in the county include Interstates 87 and 95 and the Saw Mill River Parkway. The neighborhoods in Westchester County include Yonkers, Scarsdale, and Mount Vernon.

Where Certified Financial Advisors in Westchester County, NY Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Westchester County, NY residents have a variety of banking services to choose from. Each bank offers different rates, products, and services that cater to the needs of their customers. Some banks offer in-house mortgage and loan services, as well as insurance products. Others provide 24/7 customer service, mobile banking, and a wide range of ATMs. It is important for Westchester County residents to research the different banks in order to find the one that best suits their needs.

Insurance Broker

Westchester County, NY is home to many insurance brokers who can help residents find the best rates and coverage for their needs. Brokers are experts on the insurance market and can help you compare rates and find the right policy for your situation. They can also help you file claims and navigate the complex world of insurance. If you live in Westchester County, it pays to consult with an insurance broker. They can save you money and hassle, and make sure you're fully protected against life's surprises.

Retirement Planning

Westchester County, NY is home to a number of high net worth individuals, many of whom are retirees. Financial advisors can help these retirees plan their retirement by creating a budget and investment portfolio that meets their needs. Advisors can also help retirees manage their income and taxes in order to make the most of their retirement savings.

Wealth Management

Westchester County, NY is one of the wealthiest counties in the United States. However, many residents are not taking advantage of all the options available to them for preserving and growing their wealth. A Westchester County, NY wealth management firm can help residents make the most of their money and achieve their financial goals.

Estate Planning Lawyer

Estate planning lawyers can help Westchester County, NY residents protect their assets and ensure that their loved ones are taken care of after they die. By creating a will or trust, estate planning lawyers can help you designate who will receive your property and how they will be taken care of. In addition, estate planning lawyers can also help you create a plan for your medical care in the event that you become incapacitated.

Mortgage Loan Officer

Mortgage Loan Officers in Westchester County, NY can help residents by providing them with the best mortgage products and services available. They can also offer advice on how to get the most from their mortgage, and guide residents through the entire process of buying a home. In addition, Mortgage Loan Officers can help residents find the best rates and terms for their specific needs.

Tax Services

Westchester County, NY residents can get help from tax accountants to save money on their taxes. Tax accountants are experts in taxation and can help taxpayers find the best way to reduce their taxable income. In addition, they can offer advice on how to invest money in order to reduce future taxes. Finally, they can keep track of all tax-related paperwork and ensure that it is filed correctly.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Westchester County, NY