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Best Financial Advisors in New Rochelle

2024

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SmartAdvisor by SmartAsset logo
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SmartAdvisor by SmartAsset

New Rochelle, NY
  • Estate Planning
  • Retirement Planning
  • Investment Management
  • Financial Planning

Why choose this provider?

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
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Price: Free Consultation

New Rochelle, NY

Why choose this provider?

Need help contacting a Financial Advisor in New Rochelle? 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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Price: Free booking service | Call 848.Book.Pro!

Website
600 Mamaroneck Ave Suite 400, Harrison, NY 10528
  • Retirement Planning

Why choose this provider?

Serving New Rochelle and nearby regions, Cannon Wealth Solutions assists professionals and business owners in growing their wealth by providing long-term financial advice. It creates a plan for a client based on their assets, goals, and desires in order to prepare for the future and safeguard their interests. The company's offerings also include education, estate, and retirement planning. Cannon Wealth Solutions has been featured on MarketWatch. The firm's managing partner, Robert Cannon, is an Accredited Investment Fiduciary Analyst.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (3)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
41 Schermerhorn St. #1091, Brooklyn, NY 11201
  • Certified Financial Planner (CFP)

Why choose this provider?

Brooklyn Plans, LLC, provides financial advisory services to women in New Rochelle. It exclusively offers personalized financial plans to women and conducts a financial program called The Game Plan, which serves as a monthly support plan to help clients with their finances. In partnership with Betterment for Advisors and Fidelity, the company also provides investment management solutions. Founder Kristen Euretig is a Women’s Wealth Warrior. She has been featured in Forbes, The Wall Street Journal, and The New York Times.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (19)
Yelp
4.9 / 5 (13)
Facebook
5.0 / 5 (10)

Website
420 Lexington Avenue 25th Floor, Suite 2510, New York, NY 10170
  • Estate Planning
  • Retirement Planning

Why choose this provider?

Fortis Lux Financial is a private firm offering planning, management, and advisory services in New Rochelle and other areas in New York. The company renders retirement planning, insurance solutions, wealth management, and personal financial planning services to individuals, business owners, athletes, and entertainers. Its approach involves the identification of purpose, the development of a plan, and the implementation of strategies. Felix Malitsky, its president and founding partner, is an Accredited Asset Management Specialist and a Chartered Retirement Planning Counselor.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
81 Pondfield Road #260, Bronxville, NY 10708
  • Certified Financial Planner (CFP)

Why choose this provider?

Aragona Financial Strategies helps clients in the New Rochelle metro with financial planning and management. The firm employs management strategies geared towards helping clients secure their accumulated wealth and plan for the future. It offers assistance in navigating various insurance policies ranging from life insurance to long-term care insurance, comprehensive planning, business planning, and investment. Aragona Financial Strategies also offers lifestyle planning to enable clients to meet their financial goals without sacrificing leisure.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
81 Pondfield Road Suite 4, Bronxville, NY 10708
  • Certified Financial Planner (CFP)
  • Retirement Planning

Why choose this provider?

James Van Metter & Associates is a wealth management company serving the people of New Rochelle. Its advisor and founder, James W. Van Metter, provides clients with personal financial guidance and management services, which entail tax, insurance, and estate planning. He also acts as personal CFO for high-net-worth clients. In addition, his company partners with various investment firms to offer a wide range of investment options to clients. Van Metter, a CFP, also holds a Master’s degree in Business with concentrations in Taxation and Finance.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
56 Harrison St Suite 203, New Rochelle, NY 10801
  • Estate Planning
  • Tax Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Financial Planning

Why choose this provider?

Flynn Financial is a wealth and investment advisory firm that has been serving individuals, families, and businesses from New Rochelle and the surrounding areas for over a decade. It provides a wide range of financial planning services, including retirement planning, tax planning, estate planning, and income strategies. It also offers investment management, risk management, and charitable giving services. The company's team members hold designations such as Certified Financial Planner, Certified Plan Fiduciary Advisor, and Chartered Financial Analyst.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (52)
Yelp
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
2 Park Avenue Suite 300, New York, NY 10016
  • Estate Planning

Why choose this provider?

Drucker Wealth is a third-generation financial firm assisting individuals in New Rochelle with their financial objectives. It provides tax management planning, cash flow analysis, and financial planning analysis. It also audits life, disability, and long-term care insurance policies. Lance Drucker, the president and CEO of Drucker Wealth, has the designations of Chartered Life Underwriter and Chartered Financial Consultant. He has 30 years of experience in the financial planning and wealth management.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.9
Google
4.9 / 5 (55)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
293 Lexington Ave, Mt. Kisco, NY 10549
  • Certified Financial Planner (CFP)

Why choose this provider?

Tompkins Financial Advisors helps New Rochelle clients in managing their finances. The company uses a team-based approach to give clients opinions and strategies from several advisors. The team focuses on areas like educational funding, retirement and estate planning, budgeting and saving, and risk management. Tompkins Financial Advisors was established in 1891. The team is currently led by Brian Howard who has over 30 years of industry experience. Howard previously served as senior vice president for Key Private Bank.

Website
500 Mamaroneck Avenue, Suite 320, Harrison, NY 10528
  • Certified Financial Planner (CFP)

Why choose this provider?

GreenLife Advisors is an independent investment advisory firm that helps clients in New Rochelle with financial planning. Founding financial planner Tamara Witham assists young families and individuals by advising on budgeting, college planning, and new home purchase. She helps with retirement planning optimization concerning 401(k) programs. Witham educates clients on market fluctuations for investment portfolio protection and guides them against poor decision-making due to emotional reactions. She brings over 24 years of industry background, including working experience with some renowned companies like Bank of America.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.5
Responsiveness
Friendliness
Helpfulness
Detail

Website
231 West 29th Street, Suite 1002, New York, NY 10001
  • Certified Financial Planner (CFP)
  • Financial Planning

Why choose this provider?

Payne Capital Management provides independent and fiduciary advice to women clients in New Rochelle to keep their finances organized. Its list of services includes personal and corporate retirement, personal savings, college, and estate planning, as well as stock options assistance. Its staff, which consists mostly of women advisors, guide individuals regarding income generation, tax optimization, and asset protection. Bob and Ryan Payne, a father-and-son duo that has worked for Merill Lynch, founded Payne Capital Management in 2008.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (6)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
51 Pondfield Road, Bronxville, NY 10708
  • CFA Charterholder

Why choose this provider?

Capital Preservation Partners provides financial advice tailored to the needs of individuals, families, and closely held businesses in New Rochelle and the surrounding areas. Its services assist clients in analyzing and managing assets, evaluating insurance needs, planning for retirement, and minimizing tax exposure. It works with a network of attorneys, business fiduciaries, and insurance providers in assessing current positions and deciding on implementation strategies. Financial advisors at the firm are certified accountants and certified financial planners.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Frequently Asked Questions

  • 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.

  • When can investing in rental properties in New Rochelle be a bad idea?

    The real estate market in New Rochelle is considered to be competitive and regularly ranks among the most expensive in the country. While rental property can be an attractive investment, it comes with its own downsides and risks. Some of the drawbacks include rising property taxes, increasing insurance premiums, and maintenance costs. It is also downright risky because the capital is concentrated on a single asset, which may take some time to liquidate.

  • For an investor in New Rochelle, can investing in gold be a good hedge against market downturns?

    There are several reasons why gold investments cannot be a good hedge for an investor in New Rochelle. This is because a favorable portfolio hedge should entail minimal payments over time but provides massive returns if a disaster happens. Investing in gold is costly and does not deliver substantial returns when problems happen. In addition, it is also doubtful for gold to become a hedge against inflation. According to data, stocks outperformed the yield of gold in times of high or low inflation.

  • What financial factors should a New Rochelle worker in the gig economy consider?

    A freelancer or gig economy worker in New Rochelle must carefully consider their service prices and rates. This includes calculating whether getting paid on a per-project basis or hourly rate. They must also assess whether they are better off as a sole proprietor or they should operate an LLC, which can be complex to set up but offer better protection and tax advantages. They also need to keep a careful record of their income from day one for tax purposes.

  • Do securities have insurance when an investment brokerage in New Rochelle goes bankrupt?

    Clients of brokerage firms in New Rochelle that are members of the Securities Investor Protection Corporation can get insurance coverage if the firm goes bankrupt. The coverage is up to $500,000, which includes $250,000 for cash investments. However, the insurance will not insure losses from bad placement of investments, decline of investment values, and securities that are worthless.

  • What are the rollover options for a New Rochelle employee's retirement savings?

    Employees in New Rochelle may be able to keep their retirement plans from their previous employers or incorporate them into their new employer's plan. They also have the option to roll over to IRAs. To decide which option to take, they need to look at the investments in each account, their fees, and benefits.

  • 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.