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Best Financial Advisors in Yonkers

2024

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SmartAdvisor by SmartAsset

Yonkers, 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

Yonkers, NY

Why choose this provider?

Need help contacting a Financial Advisor in Yonkers? 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
55 Pondfield Road, Bronxville, NY 10708
  • Certified Financial Planner (CFP)

Why choose this provider?

Capital Preservation Partners is a financial advisory and wealth management firm that serves Yonkers and the surrounding areas. Its financial experts assist clients in analyzing their present positions, assessing their situations, and deciding on an implementation strategy that enables them to achieve their goals. Its services include financial planning, retirement planning, education funding, estate and wealth management, and tax strategy planning. Managing director and co-founder Kevin Mullins is a lawyer, CPA, and CFA practitioner who specializes in estate planning and business law.

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
6 Old Lane, Scarsdale, NY 10583
  • Certified Financial Planner (CFP)

Why choose this provider?

Financial Advisory Network, LLC, provides personalized financial solutions to clients in Yonkers. The firm mainly caters to the retirement planning needs of engineering companies and their employees. Its services prepare clients in transitioning to retirement life. It also guides clients in securing plans for Social Security, Medicare, and long-term care and creating wealth accumulation strategies. In addition, the firm's financial professionals help clients utilize their retirement plans to generate income and minimize taxes.

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 (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
81 Pondfield Road, Bronxville, NY 10708
  • Estate Planning
  • Retirement Planning

Why choose this provider?

Servicing Bronxville, Yonkers and nearby areas, Aragona Financial Strategies helps individuals, families, and businesses protect their wealth and obtain financial security. It assists customers with security, estate, retirement, business, and college planning. It also offers various insurance products such as life, disability, critical care, and long-term care insurance. The owner of the firm, Joseph F. Aragona, is a member of The Society of Financial Service Professionals and earned his ChFC and CLU designations from the American College of Life Underwriters.

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
66 Palmer Avenue, Bronxville, NY 10708
  • Estate Planning

Why choose this provider?

Eaglestone Advisors LLC is a financial services firm serving Yonkers and the surrounding communities. Its team assists clients in different areas, such as performance improvement, transformative leadership, business valuation, private equity services, restructuring, and mergers and acquisitions. The firm works with various industries including healthcare, real estate, and energy & power. One of the firm's partners, Fred Stupart, has 25 years of combined experience as an investor, banker, and lawyer.

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.

  • What are the requirements for becoming a financial advisor in Yonkers?

    In Yonkers, becoming a financial advisor requires a series of steps. First, one must acquire a degree in a finance-related field for them to obtain a firm grasp of fiscal concepts. Following this, attaining certifications such as the CFA or CFP is vital. The final step involves establishing their own New York-registered IA firm or aligning with an already-registered IA as an IAR.

  • What is an Exchange Traded Fund, and why might it be a suitable option for an investor from Yonkers?

    An Exchange Traded Fund or ETF offers a cost-efficient route for Yonkers-based investors to earn market-correlated gains. This strategy involves purchasing a set of securities reflecting the entire market or a specific slice. The expenses incurred encompass a modest transaction fee, typically below $10, and a consistent expense ratio, a fee for fund administration. Opting for ETFs with minimal expense ratios can enhance the long-haul financial performance of investors in Yonkers.

  • What is a financial life planner, and what advantages can individuals in Yonkers gain by working with one?

    A financial life planner is a professional who goes beyond traditional financial planning, considering aspects like spirituality, behavior, and culture. Collaborating with a financial life planner in Yonkers provides numerous benefits. They help individuals bridge the gap between present desires and future needs, balancing current and future financial goals. With personalized guidance, their approach ensures financial plans align with unique circumstances, leading to a more meaningful financial life.

  • What steps can residents of Yonkers take to prepare for a potential economic downturn?

    Residents of Yonkers can prepare for a potential economic downturn by comprehending their monthly outlays and increasing their savings. Being fully informed about one's spending patterns, especially in light of recent inflation, is vital. If the savings appear inadequate, the emphasis should be on elevating the cash buffer. In these uncertain times, one should approach large expenditures with caution. Taking steps to protect one's financial health can alleviate strain during an economic slump.

  • What are the essential steps attorneys from Yonkers should consider in formulating a comprehensive retirement plan?

    For attorneys in Yonkers, establishing a comprehensive retirement plan necessitates efficiently managing debt, setting realistic timelines, and formulating a future budget. Contributing maximally to a 401(k) is also recommended. Moreover, legal professionals should exercise prudent risk in investment decisions and develop a strategic withdrawal plan to circumvent needless penalties. Seeking guidance from a trusted financial consultant can facilitate these processes, ensuring a relaxed post-career life.

  • 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.