Wealth Management in Irvington, NY

We did the hard work of finding trustworthy partners in Irvington, NY. Fill out the form to get connected.
Scroll to List of Firms

Connect With a Wealth Manager

AS SEEN IN

Entrepreneur
MSN Money
Business Insider
Investopedia
Nasdaq
Yahoo Finance
Market Watch

List of Firms

Irvington, NY Wealth Management Firms

Schultze Asset Management, LP
SEC File# 801-62112
CRD# 110927
Location 800 Westchester Ave Suite S-632, Rye Brook, NY 10573, USA
Phone (914) 701-5260
Language http://www.samco.net/
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
Directions
Hudson River Wealth Management - UBS Financial Services Inc.
Location 709 Westchester Ave Suite 400, White Plains, NY 10604, USA
Phone (914) 287-6055
Language https://advisors.ubs.com/hrwm/?utm_source=Yext&utm_medium=GMB&utm_campaign=172407&y_source=1_MjI3MTI5MjgtNzE1LWxvY2F0aW9uLmdvb2dsZV93ZWJzaXRlX292ZXJyaWRl
Directions
Wealth Enhancement Group
5 out of 5
Location 120 White Plains Rd Suite 405, Tarrytown, NY 10591, USA
Phone (845) 294-2080
Language https://www.wealthenhancement.com/locations/tarrytown
Directions
Hunter Financial Advisors, Inc.
5 out of 5
Location 120 White Plains Rd #403, Tarrytown, NY 10591, USA
Phone (914) 366-8000
Language http://www.hunterfa.com/
Directions
Blue Elephant Capital Management LLC
Location 3 W Main St Suite 301, Irvington, NY 10533, USA
Phone (914) 670-8993
Language http://www.bluelep.com/
Directions
Jean Kim Sears - Financial Advisor, Ameriprise Financial Services, LLC
Location 90 N Broadway Ste 104, Irvington, NY 10533, USA
Phone (914) 591-1100
Language https://www.ameripriseadvisors.com/Jean.Sears/?cid=IP_local_yext
Directions
Onyx Bridge Wealth Group
SEC File# 801-118022
CRD# 306097
Location 120 White Plains Rd Suite 115, Tarrytown, NY 10591, USA
Phone (914) 909-6699
Language https://onyxbridge.com/
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
Directions
Boston Harbor Wealth Advisors
Location 127 Woodside Ave Ste 203, Briarcliff Manor, NY 10510, USA
Phone (914) 902-5450
Language https://www.raymondjames.com/briarcliff
Directions
Wealth Management in Irvington, NY

Where Wealth Management Advisors in Irvington, NY Serve

Irvington, NY is a charming village located in Westchester County, known for its rich history and scenic beauty. The village is home to several landmarks, including the Old Croton Aqueduct Trail, which offers breathtaking views of the Hudson River and is a popular spot for hiking and biking. Another notable landmark is the Irvington Town Hall Theater, which hosts a variety of cultural events throughout the year. In terms of top employers, Irvington is home to a diverse range of businesses, including healthcare providers, financial services firms, and technology companies. Some of the largest employers in the area include Phelps Hospital, Regeneron Pharmaceuticals, and IBM. Major highways and streets in Irvington include the Saw Mill River Parkway, Route 9, and Broadway. These thoroughfares provide easy access to other parts of Westchester County, as well as New York City. Irvington is comprised of several distinct neighborhoods, each with its own unique character and charm.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Irvington, NY can benefit from a bank in numerous ways. For example, given that Irvington is a small village with a population of just over 6,000 people, a local bank can provide a sense of community and personal touch that larger banks may lack. Additionally, a bank can offer financial services that cater to the unique needs of Irvington residents, such as mortgage and loan options for the village's historic homes. Furthermore, a bank can provide resources and support for local businesses, which are an integral part of Irvington's economy. Overall, a bank can play a vital role in the growth and prosperity of Irvington, NY, by providing personalized financial solutions and fostering a sense of community.

Insurance Broker

Residents of Irvington, NY can benefit greatly from the services of an insurance broker. For instance, an insurance broker can help residents navigate the complex healthcare system in the area and find the best coverage for their needs. With a population of over 6,000 people, Irvington has a diverse community with varying healthcare needs, and an insurance broker can help residents find the right plan that meets their specific requirements. Additionally, an insurance broker can help residents find the best home and auto insurance policies that protect their homes and vehicles from damage or loss. With the Hudson River running through the town, flood insurance is also a concern for many residents, and an insurance broker can help them find the right policy to protect their homes from potential flood damage. Overall, an insurance broker can provide invaluable assistance to residents of Irvington, NY, by helping them find the right insurance policies that fit their unique needs.

Retirement Planning

Residents of Irvington, NY could benefit greatly from the expertise of a retirement planner. With a population of just over 6,000, Irvington is a small, affluent village located in Westchester County. Its residents are primarily professionals and retirees who value the community's historic charm and proximity to New York City. A retirement planner can assist these individuals in developing a comprehensive financial plan that addresses their unique needs and goals. This could include creating a retirement income strategy, managing investments, and developing an estate plan. Additionally, given the high cost of living in Westchester County, a retirement planner can help residents navigate the complexities of healthcare and long-term care planning to ensure they are prepared for any potential future expenses. Ultimately, a retirement planner can provide peace of mind to Irvington residents, knowing that their financial future is secure and their retirement goals are within reach.

Financial Advisor

Residents of Irvington, NY can benefit greatly from the guidance of a financial advisor. With a median household income of $150,000, Irvington residents have a higher income than the national average. However, the cost of living in the village is also higher than the national average, with a cost of living index of 192.5. A financial advisor can help residents navigate the high cost of living by creating a budget and developing a savings plan. Additionally, Irvington is home to many small businesses, and a financial advisor can assist these entrepreneurs in managing their finances and planning for the future growth of their businesses. With access to a wide range of financial products and services, a financial advisor can help residents of Irvington achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Irvington, NY would greatly benefit from the assistance of a mortgage loan officer. With the town's prime location along the Hudson River and proximity to New York City, many residents are looking to purchase their dream homes. However, the real estate market in Irvington can be competitive and overwhelming. A mortgage loan officer can help residents navigate the complex process of obtaining a mortgage, including analyzing their financial situation, finding the best loan options, and guiding them through the application process. Additionally, with Irvington's historical significance and unique architecture, a mortgage loan officer can assist residents in securing financing for older homes that may require renovation or restoration. Overall, a mortgage loan officer can provide invaluable support to residents of Irvington, NY as they pursue their homeownership goals.

Tax Services

Residents of Irvington, NY can benefit from the services of a tax advisor in numerous ways. One of the most common ways is by receiving assistance in preparing their tax returns. A tax advisor can help residents navigate the complex tax laws and regulations specific to Irvington, NY, ensuring that they are taking advantage of all available deductions and credits. Additionally, a tax advisor can provide guidance on tax planning strategies, such as retirement planning, estate planning, and charitable giving, which can help residents minimize their tax liabilities. With the high cost of living in Irvington, NY, the expertise of a tax advisor can be invaluable in helping residents manage their finances and achieve their financial goals.

Estate Planning Lawyer

Residents of Irvington, NY can benefit from the expertise of an estate planning lawyer in a multitude of ways. One specific aspect unique to Irvington is the town's rich history and abundance of historic homes. An estate planning lawyer can assist homeowners in preserving their historic properties by creating a trust or other legal entity to ensure the property is maintained and passed down to future generations. Additionally, the lawyer can help residents navigate New York's complex estate tax laws, which can be particularly burdensome in high-value areas like Irvington. They can also assist in drafting wills, trusts, and other estate planning documents to ensure that assets are distributed according to the client's wishes and avoid costly probate proceedings. Overall, an estate planning lawyer can provide invaluable guidance and peace of mind to residents of Irvington, NY.

FREQUENTLY ASKED QUESTIONS

Comprehensive Wealth Management FAQs

Wealth management services offered by a skilled wealth manager in Irvington, NY can help clients achieve their financial goals and secure their financial future. The services provided by a wealth manager in Irvington, NY are diverse and complex, ranging from investment management to tax planning and estate planning. Irvington, NY is a unique location that offers a rich history and a charming small-town feel, making it an ideal place for many affluent individuals to call home. A wealth manager in Irvington, NY can leverage their knowledge of the local economy and financial landscape to help clients maximize their wealth and minimize their tax liabilities. They can also provide guidance on charitable giving and philanthropic endeavors, helping clients give back to the community they call home. In short, a wealth manager in Irvington, NY can provide a comprehensive suite of services that are tailored to the needs of each individual client, helping them achieve their unique financial goals and aspirations.

Irvington, NY is a haven for those seeking a reliable wealth manager. The town's rich history and picturesque landscape offer a sense of tranquility and stability that is reflected in the services provided by its financial professionals. The town's proximity to New York City provides access to a bustling financial hub, while its small-town charm ensures personalized attention and a focus on building long-term relationships. Additionally, Irvington's commitment to sustainability and environmental responsibility is reflected in the investment strategies of its wealth managers, who prioritize socially responsible investing. With a wealth of experience and expertise, Irvington's financial professionals offer a unique blend of sophistication and personalized attention that make them the ideal choice for anyone seeking to grow and protect their wealth.