Laurels

Best Financial Advisors in New Rochelle
2022

Why These Financial Advisors?

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

Reviewed Curated Top Picks 34 26 16

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

    Masters of their craft, based on years of practical experience and education.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Read more about our selection process

Fifth Set Private Wealth Management

  • Private Wealth Advisor
  • Certified Financial Planner (CFP)

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.

600 Mamaroneck Avenue, Suite 400
Harrison, NY 10528

Website

James Van Metter & Associates

  • Retirement Planning
  • Certified Financial Planner (CFP)

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.

81 Pondfield Road Suite 4
Bronxville, NY 10708

Website

Tompkins Financial Advisors

  • Certified Financial Planner (CFP)

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.

293 Lexington Ave
Mt. Kisco, NY 10549

Website