Best Financial Advisors in New Rochelle

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SmartAdvisor by SmartAsset logo
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SmartAdvisor by SmartAsset

New Rochelle, NY

Business Description

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.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––

Price: Free consultation

Aragona Financial Strategies logo
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Aragona Financial Strategies

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

Business Description

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
Brooklyn Plans LLC logo
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Brooklyn Plans LLC

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

Business Description

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 (17)
Yelp
5.0 / 5 (10)
Cannon Wealth Solutions logo
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Cannon Wealth Solutions

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

Business Description

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 (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
Capital Preservation Partners logo
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Capital Preservation Partners

51 Pondfield Road, Bronxville, NY 10708
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  • CFA Charterholder

Business Description

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
Drucker Wealth logo
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Drucker Wealth

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

Business Description

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.
5.0
Google
5.0 / 5 (35)

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
Fifth Set Private Wealth Management logo
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Fifth Set Private Wealth Management

600 Mamaroneck Avenue, Suite 400, Harrison, NY 10528
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  • Certified Financial Planner (CFP)
  • Private Wealth Advisor

Business Description

Registered with the Securities and Exchange Commission, Fifth Set Private Wealth Management is an independent firm that provides investment advice for clients in New Rochelle. The firm offers its Fifth Set Discipline investment approach to consulting, medical, financial, and mid-career law professionals. This approach includes portfolio diversification and market pricing analysis. Ian A. Post, the firm's founder and principal, previously worked as a fundamental equity research analyst. He is a Certified Financial Planner and a Chartered Financial Analyst.

Flynn Financial logo
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Flynn Financial

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

Business Description

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 (45)

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
Fortis Lux Financial logo
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Fortis Lux Financial

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

Business Description

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.
4.2
Google
4.2 / 5 (5)

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
GreenLife Advisors logo
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GreenLife Advisors

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

Business Description

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
Facebook
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.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
James Van Metter & Associates logo
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James Van Metter & Associates

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

Business Description

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
Payne Capital Management logo
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Payne Capital Management

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

Business Description

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
Tompkins Financial Advisors logo
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Tompkins Financial Advisors

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

Business Description

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.

UBS logo
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UBS

1285 Ave of the Americas, New York, NY 10019
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  • Wealth Management

Business Description

Since its establishment in 1988, UBS has been providing a wide range of wealth management and investment advisory services to individuals and families in New Rochelle and the surrounding areas. The firm guides clients in education financing, retirement planning, and multi-generational planning. Its team of financial experts holds several designations, such as Certified Private Wealth Advisor, Chartered Retirement Planning Counselor, and Certified Exit Planning Advisor. They actively manage $3.1 trillion worth of investable assets globally.

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.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
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Frequently Asked Questions

Should I hire a financial advisor before buying a house?

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.

What experience should I look for in a financial advisor?

 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.

Can my financial planner help with taxes?

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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