Laurels

Best Financial Advisors in Yonkers
2022

We scored 50 Financial Advisors in Yonkers and Picked the Top 4

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Here are the Picks:

Aragona Financial Strategies

Aragona Financial Strategies

  • Estate Planning
  • Retirement Planning

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.

81 Pondfield Road
Bronxville, NY 10708

Website

Website

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Capital Preservation Partners

Capital Preservation Partners

  • Certified Financial Planner (CFP)

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.

55 Pondfield Road
Bronxville, NY 10708

Website

Website

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Eaglestone Advisors LLC

Eaglestone Advisors LLC

  • Estate Planning

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.

66 Palmer Avenue
Bronxville, NY 10708

Website

Website
Financial Advisory Network LLC

Financial Advisory Network LLC

  • Certified Financial Planner (CFP)

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.

6 Old Lane
Scarsdale, NY 10583

Website

Website

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

3 (Good)

Score Consistency:

Consistent (Best)

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