Best Financial Advisors in Mount Vernon

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Last updated: October 1, 2022

1879 Advisors

119 Birch Hill Road, Locust Valley, NY 11560

Retirement Planning

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.

Beacon Financial Advisors

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

Certified Financial Planner (CFP)

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.

Capital Preservation Partners

55 Pondfield Road, Bronxville, NY 10708

Certified Financial Planner (CFP)
Tax Planning

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.

Clarfeld

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

Estate Planning
Tax Planning

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.

Fifth Set

600 Mamaroneck Avenue, Suite 400, Harrison, NY 10528

Certified Financial Planner (CFP)

Since 2011, Fifth Set Private Wealth Management LLC has been providing financial advice to various clients, including professionals and small business owners in Mount Vernon and the surrounding areas. Using the academic-based investment approach called the Fifth Set Discipline, the company tailors financial solutions to people no matter what phase of life they are in. Its services cover tax-efficient investing, college saving, retirement planning, and investment management. Fifth Set's founder, Ian A. Post, is a Certified Financial Planner and a Chartered Financial Analyst.

Flynn Financial

56 Harrison St Suite 203, New Rochelle, NY 10801

Certified Financial Planner (CFP)

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.

G-Squared Advisory

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

Estate Planning
Retirement Planning

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.

James Van Metter & Associates

81 Pondfield Road Suite 4, Bronxville, NY 10708

Certified Financial Planner (CFP)
Retirement Planning

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.

KPL Financial Group

475 White Plains Road Suite 28, Eastchester, NY 10709

Certified Financial Planner (CFP)

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.

Navis Wealth Advisors

800 Westchester Avenue Suite C-700, Rye Brook, NY 10573

Certified Financial Planner (CFP)

Navis Wealth Advisors serves individuals and families looking to manage their financial assets in Mount Vernon and the neighboring communities. It advises and executes financial strategies, including estate, trust, and multigenerational planning, cross-border tax planning, insurance and risk management, retirement planning, and investment and portfolio management. It also guides clients in individual tax planning and compliance and provides business assessment and consulting. The firm's managing partner, Paul C. Fegan Jr., is a Certified Financial Planner and has been in the wealth management industry since 1996.

Paul Tramontozzi

2900 Westchester Avenue Suite 308, Purchase, NY 10577

Estate Planning
Certified Financial Planner (CFP)
Retirement Planning

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.

Safe Harbor Financial Planning

53 Rossmore Avenue, Bronxville, NY 10708

Insurance Products

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.

Seung Kang CPA

27 Overlook Street, Mount Vernon, NY 10552

Certified Financial Planner (CFP)

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.

Source Financial Advisors

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

Private Wealth Advisor

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.

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Frequently Asked Questions

Q: Should I hire a financial advisor before buying a house?

A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.

Q: What experience should I look for in a financial advisor?

A: If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.

Q: Can my financial planner help with taxes?

A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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