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.

Boyer 2 Accountants

Boyer 2 Accountants

(29)
Small Business Owners, Individuals & Families, Irs/Tax Representation
“I am always blown away by their knowledge, experience, and the thoroughness with which they understand the tax laws, especially as they are constantly changing.”
Family Business
In Business Since 2020
399 Knollwood Rd Suite 116, White Plains, NY
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Monteleon Law Group

Monteleon Law Group

(19)
Estate Planning & Elder Law, Criminal Defense, Real Estate
“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.”
Free Initial Consultation
In Business Since 2019
445 Hamilton Ave #605, White Plains, NY
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Hara Yoshida Accounting

Hara Yoshida Accounting

(19)
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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Heller & Filippone

Heller & Filippone

(7)
Business Services, Services For Individuals, Industries
“They have advised me on a number of successful strategies and taken good care of my firm's taxes - they are responsive, friendly and highly professional.”
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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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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Laverghetta CPA

Laverghetta CPA

“We are a full-service Accounting firm licensed in NY. We offer a broad range of services for business owners, executives, and independent professionals. We are affordable, experienced, and friendly.”
Transparent Fees & Pricing
In Business Since 2015
Offers Financing Options
75 S Broadway #434, White Plains, NY
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APB Professional Business

APB Professional Business

“We are a full-service Accounting firm licensed in NY. We offer a broad range of services for business owners, executives, and independent professionals. We are affordable, experienced, and friendly.”
Transparent Fees & Pricing
In Business Since 2015
Offers Financing Options
4226 White Plains Rd, The Bronx, NY
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Parker Law Firm

Parker Law Firm

(8)
Business Succession Planning, Asset Protection Planning, Estate Tax Planning
“What I loved about David is the fact that he answers my emails immediately, he will call to clarify issues and always greets you with a friendly smile.”
In Business Since 2010
222 Bloomingdale Rd #301, White Plains, NY
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David Lerner Associates

David Lerner Associates

(2)
“Very satisfied”
Free Initial Consultation
In Business Since 1995
599 W Hartsdale Ave, 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 1999
5 Waller Ave # 305, White Plains, NY
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Joseph L Soricelli Insurance and Financial Services

Joseph L Soricelli Insurance and Financial Services

(1)
Financial Planning vs Investment Planning, Flexible Plan Investments, Medicare
“He took the the time to explain everthing, I now know me and my family is taken care of and somone i trust is there to help”
In Business Since 2012
4419 White Plains Rd 1st Floor, The Bronx, NY
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The Portfolio Strategy Group

The Portfolio Strategy Group

Financial Planning, Investments, Consulting
“Choosing the right investment firm is one of the most important decisions you will ever make. You need a firm that is experienced and has a comprehensive view of your financial life. A firm focused on you and your goals. A firm that is dedicated to p...”
In Business Since 1993
50 Main St #1280, White Plains, NY
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The Magis Group

The Magis Group

“The Magis Group – a full-service boutique advisory firm and multi-family office. We work exclusively with entrepreneurs and business owners to launch, grow and transition their business according to their most deeply held values.”
Emergency Services
In Business Since 2006
660 White Plains Rd #520, Tarrytown, NY 10591
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Alliancebernstein

Alliancebernstein

(1)
“My first working place in USA”
In Business Since 2001
1 N Lexington Ave #17, White Plains, NY
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Martone Capital Management

Martone Capital Management

“William A. Martone, CLU, ChFC is a member of the Registry and has been awarded Paladin's Five Star quality designation. Planners and advisors must rank in the top 10% of their profession in order to be admitted to the Registry.”
In Business Since 2005
50 Main St Suite 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 Suite 205, Tarrytown, NY 10591
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Hunter Financial Advisors

Hunter Financial Advisors

(1)
“Quality and expertise.”
In Business Since 2004
120 White Plains Rd #403, Tarrytown, NY 10591
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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

In Business Since 2005
120 White Plains Rd, Tarrytown, NY 10591
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Landau Advisory

Landau Advisory

Financial Projects, Financial Checkup, Fees
“Liz is a life-long student and educator. She graduated Magna Cum Laude in Economics, Phi Beta Kappa, from Harvard College and received an MBA in Finance from The Columbia Business School. She worked for several years at McKinsey & Company, a leading ...”
Transparent Fees & Pricing
In Business Since 2015
81 Main St Suite 501, White Plains, NY
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Steven M Kaplan, Cpa/Abv, MBA

Steven M Kaplan, Cpa/Abv, MBA

Civil Dispute Issues, Divorce Issues, Technology Consulting
“Dedicated to resolving disputes and conflicts in matrimonial and civil (closely-held business, probate and employment) matters, I unravel the numbers to uncover the story behind them. Through services including business valuation, budgeting, financia...”
In Business Since 2011
333 Westchester Ave s302, White Plains, NY
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Trivium Point Advisory

Trivium Point Advisory

Wealth Management, Business Consulting, Tax
“Whether you're just getting started and need help organizing your books, you're ready for your next move but need a push in the right direction or you've been in business for years and are thinking about moving on, we are here for you.”
In Business Since 2020
711 Westchester Ave Suite 305, White Plains, NY
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Truenorth Financial Solutions

Truenorth Financial Solutions

(3)
“I want to thank you from the bottom of my heart for helping my family.”
333 Westchester Ave Suite S3302, 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.

Why these companies made our list

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