Klyman Financial
“He has become a trusted partner and advisor to myself any my clients.”
Best Financial Advisors near New Rochelle, NY
We have 5 firms in New Rochelle on file. Only the highest-rated make our list: 3 of them made it, along with 7 from New York (18 mi).
2 open weekends · 8 rated 4.5+
Data verified October 27, 2026
Flynn Financial Partners
“Tim and his staff have been awesome to work with, always prompt and professional on any of my requests.”
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Pope Wealth Planning
“We look forward to keep working with Curtis in the years to come, and highly recommend him to anyone looking for a trustworthy financial advisor.”
Masterpiece Accounting Services
“Seamless filing, thorough understanding, and a elite experience.”
Mark E. Feinsot, CPA
“I've been a client of Mark Feinsot for years; he and his team continue to do an excellent job of preparing my returns and making me feel that all details have been looked after.”
Iron Birch Advisors
“Wonderful experience with this firm, created a financial plan that is realistic and aligns with my goals.”
The 10 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.
Area overview: New Rochelle, NY
9 of the 10 firms on this page have a rating, from 4.1 to 5.0 across 400 reviews; 3 have 50 or more reviews and 8 are rated 4.5 or higher. 2 are open on Saturdays. The services the firms on this page list most often on their websites are back taxes owed (2), bank financing (2), bankruptcy (2), cash flow management (2) and elder care (2). 2 have a BBB rating of A or A+. 7 have ten or more years of experience, the longest 132 years. 2 offer payment plans and 3 offer a free initial consultation. We have a website on file for all 10 of the firms on this page; all 10 publish a contact page; 9 list a public email and 4 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.
Why are financial advisers outside New Rochelle listed here?
3 of the 10 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.
Sarsi
“Deva Panambur of SARSI, LLC was highly recommended to us by relatives who were pleased with his services.”
J P Lall
PKF O'Connor Davies
Biskup & Bravo
“ He reassured me and made me feel at ease throughout the whole process pertaining my specific needs.”
Why these companies made our list
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