Find a Financial Advisor in Armonk, NY

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We did the hard work of finding trustworthy partners in Armonk, NY.

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We Only Work With The Best Armonk Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Armonk, NY


  • Financial Advisor Close to Armonk, NY

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Armonk, NY


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Armonk, NY

We evaluated over 13,000 RIA firms to bring you the best of the best Armonk financial advisors.
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How Retirement-Friendly is Armonk, NY?

  • Population: 4,438
  • % of Population 62 Years and Over: 20.2%
  • Average Home Value: $908,000
  • Average Monthly Housing Cost: $3,564
  • Average Household Income: $284,858
  • New York Total Tax Burden: 12.79% (Highest in U.S.)
  • New York Property Tax: 4.40% (6th Highest in U.S.)
  • New York Individual Income Tax: 4.96% (Highest in U.S.)
  • New York Sales and Excise Tax: 3.43% (22nd Highest in U.S.)



The Top Financial Advisor Firms in Armonk, NY

 

FORTERIS WEALTH MANAGEMENT, INC.

Website

(914) 696-5300

200 Business Park Drive
Suite 211
Armonk, NY 10504

SEC#: 801-44613
Years in Business: 28 years

STUYVESANT CAPITAL MANAGEMENT CORPORATION

Website

(914) 219-3010

200 Business Park Dr.
Ste. 300
Armonk, NY 10504

SEC#: 801-14169
Years in Business: 43 years

INCOME & ASSET ADVISORY, INC.

Website

(914) 273-6800

80 Business Park Drive, Suite 304

Armonk, NY 10504

SEC#: 801-69801
Years in Business: 13 years

TRUMAN CAPITAL ADVISORS, LP

Website

(914) 730-7000

200 Business Park Drive
Suite 103
Armonk, NY 10504

SEC#: 801-73957
Years in Business: 10 years

FORTIS CAPITAL ADVISORS, LLC

Website

(914) 517-3095

80 Business Park Drive
Suite 209
Armonk, NY 10504

SEC#: 801-119354
Years in Business: 1 years

THE SWARTHMORE GROUP, INC.

Website

(917) 992-6900

7 Patriots Farm Place

Armonk, NY 10504

SEC#: 801-58069
Years in Business: 21 years

FORTIS CAPITAL ADVISORS, LLC

Website

(914) 517-3095

80 Business Park Drive
Suite 209
Armonk, NY 10504

SEC#: 801-119354
Years in Business: 1 years

 


Armonk, NY Financial Advisor FAQs

Armonk is a hamlet as well as census-designated location in the town of North Castle, New York, United States. Based in Armonk, New York, IBM is a well-known firm and an industry leader with 345,900 workers and $73.6 billion in yearly revenue. Armonk, New York, is best known for its large IBM facility, affluence, and rural surroundings. It is home to several corporate headquarters, including IBM, Acorda Therapeutics, and Global Partners LP. We bring you in contact with top-tier financial advisers in Armonk, New York, and we've collaborated with them. Armonk is a hamlet and census-designated place (CDP) in the town of North Castle, Westchester County, New York. Many of our financial advisors are in high demand, so you'll want to find one who can help you with your finances as soon as possible. Find financial gurus in your area by looking through the list below!

Conduct some research before selecting an advisor to make sure they are qualified for your situation.

The best way to find the right financial advisor for you is to do extensive research into their background. You can take a look at their qualifications, affiliations, or testimonials.

There are a lot of different reasons someone may need a financial advisor. For example, they may either have a high volume of assets or be very concentrated in their asset mix. If you answered yes to the question, then it is worth entertaining the idea of working with one for at least an hour to see if there can be mutual benefit.

Financial advisors typically get paid on a commission-based system. Advisors who receive a salary, instead of a commission, typically work for financial institutions with large portfolios of investments from which they can draw from to provide advice.

Disclaimer: The above references an opinion and is for information purposes only. It is not intended to be investment advice. Seek a duly licensed professional for investment advice.