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2024

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Best Financial Advisors in Mount Vernon, NY

Our Recommended Top 15

We did the research for you!

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Our goal is to connect people with the best local professionals. We scored Mount Vernon Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

30Reviewed

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15Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider

67 Forest St, Suite 271, Mount Vernon, NY 01752
WebsiteLicense: 5813774

Expertise.com Rating

Review Sources

Google
5.0 (5)

Why choose this provider?

Financial planning can be challenging; Cedar Hill Financial Group simplifies things. Their first priority is always acting in their client's best interest. That means providing personalized, comprehensive financial advice, along with data driven portfolios. Whether it is planning for retirement, saving for college, or getting a comprehensive financial plan in place, they can help. With over a decade of industry experience, they are committed to helping clients pursue their financial goals. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

  • Estate Planning
  • Certified Financial Planner (CFP)
  • Investment Management
  • Tax Planning
  • Retirement Planning

Mount Vernon, NY

Expertise.com Rating

Why choose this provider?

Need help contacting a Financial Advisor in Mount Vernon? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

56 Harrison St Suite 203, New Rochelle, NY 10801
WebsiteLicense: 2837132

Expertise.com Rating

Why choose this provider?

Flynn Financial serves individuals, families, businesses, and government units in Mount Vernon. The firm offers investment advisory and financial planning services, including retirement and incapacity planning, income strategies, and tax-efficient investment management. Its financial advisors help clients achieve a broad range of goals, from building personal wealth and minimizing business financial risks to providing retirement benefits for employees. Since its establishment in 2008, it has managed over $1.5 billion in clients' assets. CEO Timothy Flynn is a Certified Plan Fiduciary Advisor and Professional Plan Consultant.

  • Certified Financial Planner (CFP)

800 Westchester Ave Suite N-641, Rye Brook, NY 10573

Why choose this provider?

Since 2000, Beacon Financial Advisors has been assisting Mount Vernon executives and entrepreneurs in making informed financial decisions. Its advisors help clients plan for retirement, save for a child's education, and leave a legacy. They collaborate closely with each client to discuss details such as retirement savings, investment portfolio risks, estate tax implications, and eldercare options. This independent financial planning team also assists in the development of financial plans tailored to specific needs and situations such as divorce, second marriages, and executive compensation.

  • Certified Financial Planner (CFP)

81 Pondfield Road Suite 4, Bronxville, NY 10708

Expertise.com Rating

Why choose this provider?

James Van Metter & Associates, situated in Bronxville, serves clients in Mount Vernon. It provides a wide array of services, such as retirement income and Social Security planning, insurance analysis, and long-term care insurance preparation. In addition, the firm provides personal CFO services to high-net-worth people, supporting them in managing their assets and finances. The firm's principal, James W. Van Metter, is a CFP professional and a member of the Financial Planning Association. He has almost two decades of experience in financial and tax planning.

  • Certified Financial Planner (CFP)
  • Retirement Planning

600 Mamaroneck Ave, 4th floor, Harrison, NY 10528

Why choose this provider?

G-Squared Advisory is an independent firm that caters to women and couples in Mount Vernon and nearby locations. It offers a variety of financial services, such as budget analysis, insurance review, and goal achievement. The company also helps clients achieve financial security through its investment, estate, and retirement planning solutions. It is a member of the Financial Planning Association of New York and the National Association of Personal Financial Advisors. Founding principals Cindy Golub and Laurie Girsky are Certified Financial Planners.

  • Estate Planning
  • Retirement Planning

2900 Westchester Avenue Suite 308, Purchase, NY 10577

Expertise.com Rating

Why choose this provider?

Paul Tramontozzi is a CFP serving Mount Vernon and nearby areas. He customizes financial plans according to clients' long- and short-term objectives and goals, whether to fund education, prepare for retirement, or optimize cash flow. He also develops wealth and estate transfer strategies. Additionally, Tramontozzi provides insurance planning services, helping clients determine whether or not they need to purchase life or long-term care policies. He has a background in economics and started his financial career as an equity options professional. He has been a CFP since 2016.

  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

475 White Plains Road Suite 28, Eastchester, NY 10709

Why choose this provider?

KPL Financial Group serves individuals and business owners in Mount Vernon and surrounding areas. It helps them pursue their financial objectives through wealth management and financial planning services. Its representatives are also licensed to offer insurance products like life, auto, home, and business plans. Clients can also get help with their estate planning, retirement planning, education funding, and business succession planning needs. One of the firm's Investment Advisor Representatives, Adam P. Kozak, is a Certified Financial Planner.

  • Certified Financial Planner (CFP)

520 White Plains Road, 3rd Floor, Tarrytown, NY 10591

Expertise.com Rating

Why choose this provider?

Clarfeld is a wealth management firm that caters to families and individuals in Mount Vernon. It offers a wide selection of comprehensive financial services to help clients secure their future. The company provides personal financial management solutions, which include insurance reimbursements, domestic payroll, and account reconciliation tasks. Its specialists also review and monitor policy documents, capital budgets, and investment policy statements. Additionally, they handle fiduciary compliance issues. Clarfeld has been in the industry for over three decades.

  • Estate Planning
  • Tax Planning

55 Pondfield Road, Bronxville, NY 10708
WebsiteLicense: 126340

Expertise.com Rating

Why choose this provider?

Capital Preservation Partners serves individuals and families in Mount Vernon and nearby locations. It provides comprehensive financial services, including retirement planning, estate plan development, and asset analysis and management. The company also evaluates clients' insurance needs and conducts cash flow management. In addition, its agents offer asset protection and investment monitoring solutions. Co-founder and managing director Kevin Mullins is a certified public accountant and a Certified Financial Planner. He also deals with business law matters.

  • Certified Financial Planner (CFP)
  • Tax Planning

53 Rossmore Avenue, Bronxville, NY 10708

Expertise.com Rating

Why choose this provider?

Safe Harbor Financial Planning assists residents in and around the Mount Vernon area. The independent boutique firm develops financial plans that take into account clients' risks, income taxes, cash flow, and investments. Its team assists clients through the implementation process and conducts periodic financial plan reviews, allowing them to adjust to changes in clients' goals and economic environments. The financial advisors also address matters concerning mortgage refinancing, education funding, and retirement planning. Other services include investment portfolio management.

  • Insurance Products

27 Overlook Street, Mount Vernon, NY 10552

Expertise.com Rating

Why choose this provider?

Seung Kang CPA offers a wide selection of financial services in Mount Vernon. The online firm caters to high-net-worth individuals, helping them navigate various tax-related matters. It takes on tax audit, corporate and private tax return, surplus revenue statement, and tax balance sheet issues. It also prepares sales and income taxes, social security files, and annual financial statements. Additionally, it provides bookkeeping and financial planning solutions. Founder Seung Kang is a CPA who brings over a decade of industry experience.

  • Certified Financial Planner (CFP)

119 Birch Hill Road, Locust Valley, NY 11560
WebsiteLicense: 173565

Expertise.com Rating

Review Sources

Google
5.0 (3)

Why choose this provider?

For four generations, 1879 Advisors has been providing a broad range of personalized financial advisory solutions to help individuals, families, and corporations attain their financial security goals. The firm serves clients throughout Mount Vernon and the neighboring areas, offering personalized financial roadmaps that help clients move closer to their wealth-building objectives. This includes retirement income planning, cash flow management, strategic asset allocation, quarterly portfolio reviews, long-term care planning, and Social Security optimization.

  • Retirement Planning

545 Fifth Avenue, Suite 1100, New York, NY 10017

Expertise.com Rating

Review Sources

Google
5.0 (3)

Why choose this provider?

Source Financial Advisors serves individuals, families, and business owners in Mount Vernon and the neighboring communities. The company helps with family business valuation, philanthropic commitments and flexibility, intergenerational investment policies that span generational needs, succession and estate planning, and governance arrangements. It has partnerships with Black Diamond and Envestnet Portfolio Management Consultants. CEO Michelle Smith advocates for women's financial literacy and founded the Wife2CFO program for women who want to be in charge of their financial future.

  • Private Wealth Advisor

Compare our Top Financial Advisors

NameExpertise RatingAddressPromotionsLearn more
Cedar Hill Financial Group, LLC
67 Forest St, Suite 271, Mount Vernon, NY 01752Complimentary Consultation
Flynn Financial
56 Harrison St Suite 203, New Rochelle, NY 10801
Beacon Financial Advisors
800 Westchester Ave Suite N-641, Rye Brook, NY 10573
James Van Metter & Associates
81 Pondfield Road Suite 4, Bronxville, NY 10708
G-Squared Advisory
600 Mamaroneck Ave, 4th floor, Harrison, NY 10528
Paul Tramontozzi
2900 Westchester Avenue Suite 308, Purchase, NY 10577
KPL Financial Group
475 White Plains Road Suite 28, Eastchester, NY 10709
Clarfeld
520 White Plains Road, 3rd Floor, Tarrytown, NY 10591
Navis Wealth Advisors
800 Westchester Avenue Suite C-700, Rye Brook, NY 10573
Capital Preservation Partners
55 Pondfield Road, Bronxville, NY 10708
Safe Harbor Financial Planning
53 Rossmore Avenue, Bronxville, NY 10708
Seung Kang CPA
27 Overlook Street, Mount Vernon, NY 10552
1879 Advisors
119 Birch Hill Road, Locust Valley, NY 11560
Source Financial Advisors
545 Fifth Avenue, Suite 1100, New York, NY 10017

FAQs

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • Can your income taxes in Mount Vernon increase once you get married?

    When you get married, you can file a joint income tax return in Mount Vernon, which can result in higher or lower taxes than when you were single. It can become higher because the combined income would go now to a higher income bracket. However, filing separate income returns if you are married can actually result in more taxes.

  • How can alternative investments help the portfolio of an investor in Mount Vernon?

    Alternative investments can increase the diversification of the portfolio and complement assets such as fixed-income investments and traditional securities. They can potentially lead to increased returns and give the Mount Vernon investor an opportunity to invest in companies at the forefront of industries such as technology, sustainability, and healthcare. Do note that some downsides of investing are less liquidity, higher charges, and less transparency.

  • How is the ownership of foreign fund shares reported in Mount Vernon?

    Investors in Mount Vernon who own shares of foreign funds should report these investments as equity. This is applicable even if the funds include non-equity securities, such as bonds and money market mutual funds. Foreign securities must be reported using Schedule 2, and these include those held to maturity or for trading. All depository shares or receipts should also be reported if the underlying security is foreign.

  • What kinds of benefits can a homeowner in Mount Vernon receive under the NYS School Tax Relief program?

    One of the benefits a homeowner in Mount Vernon can get under the NYS School Tax Relief program is a check that can be used to pay school taxes. Another benefit is a direct reduction of school tax bills. For more information, call the New York State Department of Taxation and Finance at (518) 457-2036.

  • Can investing in direct stock plans in Mount Vernon save you on commissions?

    Investing in direct stock plans can save you on commissions because you will buy the stocks directly from the company issuer and skip the broker which gets the commission from the transaction. There will still be fees that come with the stock plans. If you transfer shares to a brokerage firm in Mount Vernon to sell these, then you also need to pay some fees.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.