Find a Financial Planner in Mount Kisco, NY

 

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We Only Work With The Best Mount Kisco 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 Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

Our Process for Choosing
An Independent Financial Advisor in Mount Kisco, NY


  • Financial Advisor Close to Mount Kisco, 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

 

How Can a CFP® in Mount Kisco Help You?

Wealth management is a type of financial planning that incorporates many other financial services. Catering to high-net-worth individuals in the Mount Kisco area, wealth managers seek to build comprehensive wealth for their clients through a variety of vehicles, including investments, retirement planning, estate planning, asset management, tax planning, and more.
Personal financial planners work with their clients to create strategies for both short-term and long-term financial improvement. Financial planners in Mount Kisco typically take a holistic approach, centered on advice and planning, offering management services for taxes, retirement accounts, or investments.
18.6% of Mount Kisco's population is of retirement age (62 years and older). For those individuals, the goal of retirement planning is to create a source of income for one’s retirement years. It starts with determining an individual’s retirement goals and then lays out a financial strategy to accomplish them. In the Mount Kisco area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
Estate planning is a process by which a financial advisor and/or estate lawyer in the Mount Kisco area helps you create and codify legal documentation to distribute your estate upon your death. It is best to start estate planning early to ensure that everything is accounted for.
Business financial planning is the task of mapping out a path to achieving a business's financial goals. These goals are often expanded and reevaluated as the company grows, making financial planning for businesses in the Mount Kisco area an ongoing effort.
Tax planning refers to a service offered by qualified financial professionals who analyze your financial situation comprehensively and determine how best to use deductions and write-offs to minimize your tax payments. In the Mount Kisco area, tax planning is often included with other services like asset management, estate planning, and retirement planning. Tax planning strategies will differ depending on depending on where you live. New York has unique laws defining which actions trigger a taxable event and has the highest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse is a service offered by many financial advisors, planners, and other professionals in the Mount Kisco area. Typically, it includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation and management is a service that can be performed by a qualified financial advisor in which they combine multiple existing loans into a single loan with more favorable financing terms. Advisors in the Mount Kisco area often use this strategy when clients have high-interest credit card debt or private student loans.

 

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

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

  • Population: 10,866
  • % of Population 62 Years and Over: 18.6%
  • Average Home Value: $430,400
  • Average Monthly Housing Cost: $1,573
  • Average Household Income: $120,236
  • 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 Mount Kisco, NY


WEALTHSPRING CAPITAL LLC

Website

(646) 975-2114

118 North Bedford Road
Suite 100
Mt Kisco, NY 10549

SEC#: 801-117460
Years in Business: 1 years

MAIN STREET FINANCIAL

Website

(914) 242-0553

359 E. Main Street
Suite 4A
Mount Kisco, NY 10549

SEC#: 801-76458
Years in Business: 9 years

CLARITY INVESTMENTS + PLANNING LLC

Website

(212) 730-7029

118 North Bedford Road
Suite 100
Mount Kisco, NY 10549

SEC#: 801-69808
Years in Business: 12 years

KOHLBERG & COMPANY

Website

(914) 241-7430

111 Radio Circle

Mount Kisco, NY 10549

SEC#: 801-74129
Years in Business: 9 years

EDENBROOK CAPITAL, LLC

Website

(914) 239-3117

116 Radio Circle
Suite 202
Mount Kisco, NY 10549

SEC#: 801-119072
Years in Business: 0 years

INVEST IN VOL LLC

Website

(203) 998-6005

100 South Bedford Road
Suite 340
Mt. Kisco, NY 10549

SEC#: 801-114410
Years in Business: 2 years

BKCM, LLC

Website

(646) 838-4501

100 S. Bedford Road

Mount Kisco, NY 10549

SEC#: 801-119420
Years in Business: 0 years