White Plains, NY

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White Plains, NY
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Best Financial Advisors in White Plains, NY

The highest-rated Financial Planning & Wealth Management companies out of 145 vetted & reviewed in the White Plains area.

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Boyer 2 Accountants

Boyer 2 Accountants

(49)
Small Business Owners, Individuals & Families, IRS & State/Local Representation
“Everyone I worked with was always courteous, responsive, and attentive to my needs, promptly responding to the questions I had and providing guidance whenever I needed it.”
Accepts All Major Credit Cards
In Business Since 1988
399 Knollwood Rd Suite 116, White Plains, NY
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Heller & Filippone

Heller & Filippone

(16)
Business Services, Services For Individuals, Industries
“I met Ed a few years ago when many of my clients needed an accountant in the middle of tax season, as the accountant we had been working with had a medical emergency.”
Accepts All Major Credit Cards
In Business Since 2012
Free Initial Consultation
Transparent Fees & Pricing
925 Westchester Ave Suite 103, White Plains, NY
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Lavin & Associates

Lavin & Associates

(24)
Business Tax Preparation, Individual Tax Preparation, Outsourced CFO
“Had I have gone to Lavin and Associates sooner, I probably wouldn't have owed anything at the end of the year, or maybe even gotten money back for the second time ever.”
In Business Since 2010
50 Main St 10th floor, White Plains, NY
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Hara Yoshida Accounting

Hara Yoshida Accounting

(23)
Tax & Accounting, Wealth Management
“I mean yea, there are countless spaces with meeting rooms, small offices, medium offices, large offices, mini phone both offices and a lot of water cooler stations, but you gotta stop by and check out the rest of it”
In Business Since 2019
50 Main St #1000, White Plains, NY
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Checkley & Associates

Checkley & Associates

(15)
Business Services, Services For Individuals, Tax Services
“She was also very polite, respectful, and was filled with enthusiasm while helping me out which made me feel comfortable and confident that she could actually help me out and get the job done”
Transparent Fees & Pricing
In Business Since 2018
Free Initial Consultation
4015a White Plains Rd, Bronx, NY
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Monteleon Law

Monteleon Law

(20)
Elder Law, Estate Planning & Elder Law, Long Term Care Planning
“My experience as a women i was being bullied & lied to by man in the adjusting business and wasn't being paid for my services for 10 months, i hired Monteleon he took over the case and within a month i was paid in full.”
In Business Since 2019
445 Hamilton Ave #605, White Plains, NY
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APB Professional Business

APB Professional Business

(1)
“The best always prompt and helpful!”
Transparent Fees & Pricing
In Business Since 2015
Offers Financing Options
4226 White Plains Rd, Bronx, NY
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Prato Capital Management

Prato Capital Management

(4)
Wealth Management, Financial Planning, Sustainable Investing
“Greg and his hard working and knowledgeable team of financial advisors have a proprietary system that has successfully supported my account over the years and continues to do so despite the turbulent times we continue to face.”
In Business Since 2006
70 Gedney Way, White Plains, NY
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David Lerner Associates

David Lerner Associates

(2)
College & Education Savings, Retirement Planning, Life Insurance
“Very satisfied”
In Business Since 1995
599 W Hartsdale Ave, White Plains, NY
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The Scarsdale Group

The Scarsdale Group

(2)
“I wholeheartedly recommend The Scarsdale Group to anyone who is looking for honest, friendly and professional accountant Positive Responsiveness, Quality, Professionalism, Value”
Se Habla Español
In Business Since 2017
10 Old Mamaroneck Rd Apartment 1C, White Plains, NY
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Fox Financial Services

Fox Financial Services

(1)
Retirement Transition Planning, Investment Management, Personalized Financial Advice
“I loved Andrew's analogy that my life previous investment strategy was like playing football without a helmet and never knew.”
In Business Since 1997
5 Waller Ave # 305, White Plains, NY
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Trivium Point Advisory

Trivium Point Advisory

(1)
Tax Solutions, Wealth Management, Business Advisory
“We used Trivium for our startup and have been impressed - not only with their knowledge in tax and wealth management, but their attention to detail and friendly service.”
In Business Since 2020
711 Westchester Ave Suite 305, White Plains, NY
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Wealth Habits

Wealth Habits

(7)
“Gabriel is truly attentive to my needs, fully informs me of key considerations for each proposed strategy and is otherwise a highly reliable and thoughtful professional.”
Transparent Fees & Pricing
In Business Since 2007
5 Sage Ct, White Plains, NY
Featured

Life doesn’t have to be complicated You need an advisor who can help you keep more of what you earn. To us, success is defined by three objectives that we intend to achieve: (1) We want you to meet your financial objectives (2) We want you to sleep at night (3) We want you to be happy you met us...

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The Portfolio Strategy Group

The Portfolio Strategy Group

Financial Advisor
“For more than 30 years, The Portfolio Strategy Group (PSG) has provided individuals and their families with comprehensive financial guidance and an institutional approach to investment management. Catering to diverse age groups, we are the family beh...”
In Business Since 1995
50 Main St #1280, White Plains, NY
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Martone Capital Management

Martone Capital Management

“Martone Capital Management, Inc. opened its doors in 1995. The principal officer, William A. Martone, CLU, ChFC, has over 40 years of experience following financial markets.”
In Business Since 2005
50 Main St #1000, White Plains, NY
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Marc Mirabella- Hudson Financial Group

Marc Mirabella- Hudson Financial Group

(3)
“I met Marc Mirabella several years ago and at that time he told me that he could make my money work more effectively for me.”
In Business Since 2017
580 White Plains Rd #205, Tarrytown, NY 10591
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Hunter Financial Advisors

Hunter Financial Advisors

(2)
“Quality and expertise.”
In Business Since 2004
120 White Plains Rd #403, Tarrytown, NY 10591
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Onyx Bridge Wealth Group

Onyx Bridge Wealth Group

(2)
  • Financial Advisor
  • IRA
“I was hesitant to make the move from Vanguard for my retirement accounts and after almost two years they have done a fantastic job of growing my retirement income.”
In Business Since 2019
120 White Plains Rd Ste 115, Tarrytown, NY 10591
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American Prosperity Group

American Prosperity Group

(1)
“APG is the place to go if you're looking to keep your money safe!!”
In Business Since 2005
Serving White Plains Area
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Lexco Wealth Management

Lexco Wealth Management

(1)
“Top quality people and service !”
In Business Since 2005
120 White Plains Rd, Tarrytown, NY 10591
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Harvey Partners

Harvey Partners

“The Small Cap Opportunity Composite (long only) strategy seeks long term, tax efficient capital growth by primarily investing in Small Cap companies that we believe are often misunderstood by the broader market. We generally invest in companies with ...”
In Business Since 2005
120 White Plains Rd, Tarrytown, NY 10591
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Pordy Co Accountants and Advisors

Pordy Co Accountants and Advisors

“If you are looking for a blend of personal service and expertise, you have come to the right place! We offer a broad range of services for business owners, executives and independent professionals. Our rates are affordable. We are experienced and fri...”
Transparent Fees & Pricing
In Business Since 2015
Offers Financing Options
Free Initial Consultation
200 Mamaroneck Ave # 303, White Plains, NY
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Midland Trust Company: Drew Bender

Midland Trust Company: Drew Bender

(1)
Special Needs Trusts, Guardianships/Conservatorships, Estate Services
“Mr Drew Bender supported me through fiscal challenges that I would not have been able to navigate without his expertise.”
In Business Since 2016
120 White Plains Rd # 135, Tarrytown, NY 10591
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Parker Law Firm

Parker Law Firm

(9)
Business Succession Planning, Asset Protection Planning, Estate Tax Planning
“Parker law firm is a very efficient ,professional, and reliable law firm Their service is excellent and so was there responsiveness on a personal trust case”
In Business Since 2010
222 Bloomingdale Rd, White Plains, NY,
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Retirement Planning and Investment Management Services in White Plains, NY Cost Estimates

Minimum cost
$1061
Maximum cost
$9015
National Average
$3182
Avg Per Hour Rates
$319
$2122
$5834
Average price range is based on 414 cost profiles
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Average Cost $3182
Minimum cost $1061
Maximum cost $9015
Avg Per Hour Rates $319

Average range $2122 to $5834 is based on 414 cost profiles.

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Wealth Management Advisors near White Plains

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