Best Financial Advisors in Yorktown Heights, NY

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Yorktown Heights, NY Fiduciary Financial Advisors

Edward Jones - Financial Advisor: Jonathan Glaser, AAMS™
SEC File# 801-3297
CRD# 250
Location 345 Kear St, Yorktown Heights, NY 10598, USA
Phone (914) 962-2853
SS&C Globe Op
Location 1565 Front St, Yorktown Heights, NY 10598, USA
Phone (914) 214-8676
Citicorp Investment Services
Location 360 Downing Dr, Yorktown Heights, NY 10598, USA
Phone (914) 245-9640
Weiss Financial Group
SEC File# 801-72871
CRD# 159331
Location 704 US-6, Mahopac, NY 10541, USA
Phone (845) 621-4700
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
Raymond James
Location 341 Route 202, Somers, NY 10589, USA
Phone (914) 276-2475
Otto & Associates
SEC File# 801-58024
CRD# 109493
Location 200 Katonah Ave # E, Katonah, NY 10536, USA
Phone (914) 232-5379
Randall Watsek - Raymond James
Location 41 S Moger Ave, Mt Kisco, NY 10549, USA
Phone (914) 689-3615
Edward Jones - Financial Advisor: Baishi Wang, CFA®
SEC File# 801-3297
CRD# 250

5 out of 5

Location 160 N State Rd #102, Briarcliff Manor, NY 10510, USA
Phone (914) 488-0360
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
Kohlberg & Company
SEC File# 801-74129
CRD# 160745

3 out of 5

Location 111 Radio Cir Dr, Mt Kisco, NY 10549, USA
Phone (914) 241-7430
The Financial Gym

5 out of 5

Location 1077 Pleasantville Rd Box 6, Briarcliff Manor, NY 10510, USA
Phone (646) 609-2225
Santo Briganti - Private Wealth Advisor, Ameriprise Financial Services, LLC
Location 100 Summit Lake Drive Ste 150, Valhalla, NY 10595, USA
Phone (914) 747-0200
David M Kleiner - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 555 Pleasantville Rd Ste N 204, Briarcliff Manor, NY 10510, USA
Phone (914) 984-7100
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About Yorktown Heights, NY

Yorktown Heights is a census-designated place and hamlet in Westchester County, New York, United States. It is located north of the town of Mount Pleasant, east of the town of Cortlandt, south of the town of Somers, and west of the Hudson River. As of the 2010 census, the population was 19,088. The community is served by the Yorktown Heights Fire Department and the Yorktown Central School District. The ZIP Code is 10598. Landmarks in Yorktown Heights include Jawbone Park and the Untermyer Gardens. Top employers in Yorktown Heights include IBM, PepsiCo, and MasterCard Worldwide. Major highways and streets in Yorktown Heights include Route 202 and Route 9A. Neighborhoods in Yorktown Heights include Census Tract 010900, Census Tract 010901, Census Tract 010902, Census Tract 010903, and Census Tract 010904.

Where Certified Financial Advisors in Yorktown Heights, NY Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Yorktown Heights, NY have a number of banking services available to them. Some banks offer checking and savings accounts, as well as money market accounts and certificates of deposit (CDs). They may also offer loans, such as personal loans, home equity loans, and car loans. In addition, many banks offer credit cards, debit cards, and online banking services.

Insurance Broker

Residents of Yorktown Heights, NY can benefit from the services of insurance brokers. These professionals can help residents find the best insurance policies for their needs, and they can also provide advice on how to make sure that their coverage is as comprehensive as possible. In addition, insurance brokers can assist residents with filing claims and with understanding their policy documents.

Retirement Planning

When it comes to retirement planning, many Yorktown Heights, NY residents may feel overwhelmed. After all, there are so many options available and it can be difficult to know where to start. That's where financial advisors come in. They can help you assess your current financial situation and develop a plan that meets your specific needs. Financial advisors can provide valuable advice on topics such as saving for retirement, investing for the future, and preparing for unexpected expenses. They can also help you stay on track with your budget and make sure you're taking advantage of all the tax breaks available to you. If you're looking for help with retirement planning, a financial advisor is a great place to start.

Wealth Management

Yorktown Heights, NY residents can greatly benefit from wealth management services. By working with a professional wealth manager, you can ensure that your money is invested in the right places and that you are making the most of your financial resources. A wealth manager can also help you to plan for retirement or other major life events, and to protect your assets in case of unforeseen circumstances. If you're looking for peace of mind when it comes to your finances, Yorktown Heights, NY residents should definitely consider working with a wealth manager.

Estate Planning Lawyer

Estate planning lawyers can help Yorktown Heights, NY residents with a variety of legal issues related to estate planning. This includes drafting wills and trusts, as well as helping to administer estates after someone has passed away. They can also provide guidance on tax implications related to estate planning, and help people set up powers of attorney and healthcare directives.

Mortgage Loan Officer

Mortgage loan officers in Yorktown Heights, NY can help residents by providing them with the best rates and terms for their mortgage. They can also help residents find the right type of mortgage for their needs, and they can answer any questions that residents may have about mortgages.

Tax Services

Residents of Yorktown Heights, NY can benefit from the services of a tax accountant. A good tax accountant can help you save money on your taxes and make sure you are compliant with the IRS. They can also help you plan your finances so that you can achieve your financial goals.

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FAQs About Personal Financial Advisors in Yorktown Heights, NY