Popular Cities
We have 5 firms in New Rochelle on file. Only the highest-rated make our list: 3 of them made it, along with 21 from New York (18, 18 mi), New City (2, 19 mi) and New Hyde Park (1, 13 mi).
5 open weekends · 21 rated 4.5+ · 3 show a license
Data verified October 18, 2026
The 24 firms listed for New Rochelle, NY provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
22 of the 24 firms on this page have a rating, from 4.3 to 5.0 across 1,343 reviews; 8 have 50 or more reviews and 21 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (94%), responsiveness (83%) and quality (78%). The topics that come up most in reviews of the firms on this page are "knowledge" and "expertise". 5 are open on Saturdays and 2 on Sundays. The services the firms on this page list most often on their websites are estate planning (4), services for individuals (3), tax planning (3), tax services (3) and wealth management (3). 3 show a license on their websites and 2 have a BBB rating of A or A+. 19 have ten or more years of experience, the longest 132 years. 4 offer payment plans; 7 offer a free initial consultation and 1 is family- or locally-owned. We have a website on file for all 24 of the firms on this page; 19 publish a contact page; 15 list a public email and 9 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
3 of the 24 firms are located in New Rochelle. The others come from other towns within 20 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
- “Tim and his team are incredibly responsive and are always available to assist with all of our financial planning needs.” — client of Flynn Financial Partners
- “We are confident in the financial planning that the Drucker team put in place and in their guidance and expertise in implementing the plan.” — client of Drucker Wealth Management
- “My portfolio has benefited from their expertise. Any financial concerns I have had are always addressed promptly.” — client of Wealthspire Advisors
- “Based on a thorough evaluation they had me complete, they put together a financial plan that made sure my children’s college payments would be taken care of, I would be able to retire at a reasonable age and that my goals would be met.” — client of Francis Financial
- “I feel like the team goes above and beyond and I fully trust them to manage my financial planning and make sure I’m secure for the future.” — client of Francis Financial
Excerpts from public reviews of the firms listed on this page.
