Popular Cities
There are no firms listed in Ramapo itself yet; the 24 below are the closest options, from towns including New City (3, 6 mi), Yonkers (3, 18 mi) and Pompton Lakes, NJ (2, 14 mi).
9 open weekends · all 24 rated 4.5+ · 1 shows a license
Data verified October 21, 2026
The 24 firms listed for Ramapo, 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.
The 24 firms on this page are rated from 4.5 to 5.0 across 559 reviews; 3 have 50 or more reviews. When clients rate these firms on specific qualities, they most often praise professionalism (93%), quality (77%) and responsiveness (75%). The topics that come up most in reviews of the firms on this page are "knowledge" and "understanding". 9 are open on Saturdays and 2 on Sundays. The services the firms on this page list most often on their websites are business services (2), financial planning (2), investment management (2), services for individuals (2) and tax services (2). 1 shows a license on its website; 1 lists staff certifications (CFP) and 4 have a BBB rating of A or A+. Domain records put 17 websites of the firms on this page at ten or more years old; the oldest dates from 1996. 4 offer payment plans; 6 offer a free initial consultation and 2 are family- or locally-owned. We have a website on file for all 24 of the firms on this page; 20 publish a contact page; 20 list a public email and 7 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.
7 of the 24 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
- “My advisor and support staff always go above and beyond to ensure we are comfortable with all portfolio decisions that are made.” — client of Highland Financial Advisors
- “I trust Jeremy's management of my portfolio and have been very happy with the progress he has made with it.” — client of Raffer Wealth Management
- “I would and do recommend Mahoney Asset Management, our investment portfolio is in great hands.” — client of Mahoney Asset Management
Excerpts from public reviews of the firms listed on this page.
