Best Financial Advisors in Yonkers

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SmartAdvisor by SmartAsset logo
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SmartAdvisor by SmartAsset

Yonkers, 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.

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
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Price: Free consultation

Aragona Financial Strategies logo
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Aragona Financial Strategies

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

Business Description

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
Capital Preservation Partners logo
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Capital Preservation Partners

55 Pondfield Road, Bronxville, NY 10708
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  • Certified Financial Planner (CFP)

Business Description

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
Eaglestone Advisors LLC logo
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Eaglestone Advisors LLC

66 Palmer Avenue, Bronxville, NY 10708
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  • Estate Planning

Business Description

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.

Financial Advisory Network LLC logo
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Financial Advisory Network LLC

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

Business Description

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
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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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