Best Financial Advisors in Rockland County, NY

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List of Firms

Rockland County, NY Fiduciary Financial Advisors

SEC File# 801-3186
CRD# 104766
5 out of 5
Location 400 Rella Blvd, Suffern, NY 10901, USA
Phone (845) 369-9422
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
SEC File# 801-10970
CRD# 6413
Location 1 Executive Blvd, Suffern, NY 10901, USA
Phone (845) 368-8610
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DBM Advisors LLC
Location 24 S Main St STE 2, New City, NY 10956, USA
Phone (845) 639-0663
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Emerald Retirement Planning Group, Inc.
5 out of 5
Location 18 Liberty Square Mall, Stony Point, NY 10980, USA
Phone (845) 942-8578
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keith kolinsky, cfp
SEC File# 801-108975
CRD# 124888
Location 4 Pippen Pl, New City, NY 10956, USA
Phone (845) 638-6505
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
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Lieblich Financial Services
Location 53 S Ridge Rd, Pomona, NY 10970, USA
Phone (718) 771-0887
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Michael J Magnani - Ameriprise Financial Services, Inc.
SEC File# 801-28543
CRD# 6363
Location 200 Long Clove Rd #310, New City, NY 10956, USA
Phone (845) 510-9651
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Chestnut Investment Group Inc
Location 4 Executive Blvd #204, Suffern, NY 10901, USA
Phone (845) 369-0016
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Lawrence Rosen - Financial Consultant, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 400 Rella Blvd Ste 165, Suffern, NY 10901, USA
Phone (914) 909-6470
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Rdk Financial Group
Location 12 Edsam Rd, Valley Cottage, NY 10989, USA
Phone (845) 348-0252
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Atrium Advisors LLC
Location 36 Hester St, Piermont, NY 10968, USA
Phone (212) 838-3900
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Reffsin Financial
SEC File# 801-77110
CRD# 164431
Location 1 Blue Hill Plaza Lobby Level, Suite 1509, Pearl River, NY 10965, USA
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Orstman Associates
Location 19 Prince St, New City, NY 10956, USA
Phone (845) 356-5700
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Lucido & Associates Inc
Location 507 Airport Executive Park, Nanuet, NY 10954, USA
Phone (845) 425-6116
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Edward Jones
SEC File# 801-3297
CRD# 250
Location 1 Topaz Ct, Suffern, NY 10901, USA
Phone (845) 369-3024
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William Martorano CFP
Location 55 Old Turnpike Rd, Nanuet, NY 10954, USA
Phone (845) 627-8700
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Edward Jones - Financial Advisor: Joshua Sucov
SEC File# 801-3297
CRD# 250
Location 2 Crosfield Ave Suite 414, West Nyack, NY 10994, USA
Phone (845) 512-5420
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Wells Fargo Advisors
Location 17 Squadron Blvd, New City, NY 10956, USA
Phone (845) 638-4400
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Pascal Murphy - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 1 Crosfield Ave Ste 300, West Nyack, NY 10994, USA
Phone (845) 348-1582
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Merrill Lynch Wealth Management Advisor Thomas Braun
Location 2 Crosfield Ave Suite 223, West Nyack, NY 10994, USA
Phone (845) 348-6922
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Wall Street Financial Group
Location 25 Smith St # 404, Nanuet, NY 10954, USA
Phone (845) 627-2160
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Ghi, Inc
Location 4 Pine Ct #12, Pomona, NY 10970, USA
Phone (914) 954-9663
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Greenwich Financial Group
Location 490 NY-304, New City, NY 10956, USA
Phone (845) 638-1235
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Orazio Financial Services
5 out of 5
Location 4 Executive Blvd # 203, Suffern, NY 10901, USA
Phone (845) 368-4402
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Lenox Advisors
Location 130 Maple Ave, New City, NY 10956, USA
Phone (845) 638-2555
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Merrill Lynch Wealth Management Advisor Melanie L. Powell
Location 2 Crosfield Ave Suite 223, West Nyack, NY 10994, USA
Phone (845) 348-6909
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Lexington Ave Capital Management Llc
SEC File# 801-123573
CRD# 167834
Location 10 Rugby Rd, New City, NY 10956, USA
Phone (845) 708-5306
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Greenwich Financial Group
Location 216 Congers Rd # 2B, New City, NY 10956, USA
Phone (845) 638-1235
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Economic Consultants Llc
Location 78 Lakewood Dr, Congers, NY 10920, USA
Phone (845) 268-3631
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Crane Wealth Management Group
Location 135 S Main St 2nd floor, New City, NY 10956, USA
Phone (845) 728-0355
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Finest Financial Group
5 out of 5
Location 275 NY-304 #100, Nanuet, NY 10954, USA
Phone (845) 627-3581
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Financial Benefits Inc
Location 26 Cygnet Rd, Congers, NY 10920, USA
Phone (845) 267-5518
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White Mountain Capital
Location 172 Main St, Nanuet, NY 10954, USA
Phone (845) 623-5959
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Harvey S Berk Csp
Location 244 N Main St, New City, NY 10956, USA
Phone (845) 634-2721
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Oran Yacobi - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 400 Rella Blvd Ste 165, Suffern, NY 10901, USA
Phone (914) 909-6470
Time Monday: 9:00 AM – 5:30 PM Tuesday: 9:00 AM – 5:30 PM Wednesday: 9:00 AM – 5:30 PM Thursday: 9:00 AM – 5:30 PM Friday: 9:00 AM – 5:30 PM Saturday: Closed Sunday: Closed
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Carter Wealth Management Group
Location New City, NY 10956, USA
Phone (845) 639-7204
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Edward Jones - Financial Advisor: David S Laster, CFA®
SEC File# 801-3297
CRD# 250
Location 421 NY-59 Ste 10, Monsey, NY 10952, USA
Phone (845) 352-7498
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 3:00 PM Saturday: Closed Sunday: Closed
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Timeline Investment Strategies
Location 20 Old Nyack Turnpike # 304, Nanuet, NY 10954, USA
Phone (845) 623-0603
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Merrill Lynch Wealth Management Advisor Foster Conklin
Location 2 Crosfield Ave Suite 223, West Nyack, NY 10994, USA
Phone (845) 348-6904
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Portfolio Strategies Inc
SEC File# 801-18475
CRD# 104685
5 out of 5
Location 11 Waverly Pl, Monsey, NY 10952, USA
Phone (845) 352-1919
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Alpine Growth Capital Advisors
Location 8 Conrad Ln, New City, NY 10956, USA
Phone (845) 499-2350
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Cetera Investors
SEC File# 801-20406
CRD# 105644
Location 1 Blue Hill Plaza 14th floor, Pearl River, NY 10965, USA
Phone (845) 920-0331
Directions
Financial Advisors in Rockland County, NY

Where Certified Financial Advisors in Rockland County, NY Serve

Rockland County, NY is a bustling region with an array of landmarks, top employers, major highways, streets, and neighborhoods. From the majestic Hudson River to the iconic Bear Mountain State Park, Rockland County boasts natural beauty and recreational opportunities. The county is also home to several notable landmarks, including the Nyack Beach State Park, the Palisades Center Mall, and the Tappan Zee Bridge. In terms of employment, Rockland County is home to a diverse range of industries, from healthcare and education to manufacturing and finance. Some of the top employers in the region include Good Samaritan Hospital, Montefiore Nyack Hospital, Pfizer, and Orange and Rockland Utilities. Major highways and streets in the county include the Palisades Interstate Parkway, the New York State Thruway, and Route 59. These thoroughfares connect residents and visitors to nearby cities and attractions, such as New York City, Westchester County, and the Catskill Mountains.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Rockland County, NY can benefit greatly from the services of a financial advisor. With a population of over 300,000 people, Rockland County is one of the fastest-growing areas in the state. This means that many individuals and families are facing unique financial challenges, such as high housing costs and property taxes. A financial advisor can help residents navigate these challenges by providing personalized financial planning and investment advice. They can also help residents save for retirement, plan for their children's education, and manage their debt. Additionally, Rockland County is home to many small business owners who may need help with financial planning and tax strategies. A financial advisor can provide valuable guidance and support to these entrepreneurs, helping them to achieve their business goals and thrive in a competitive market.

Insurance Broker

Residents of Rockland County, NY can benefit from the services of an insurance broker in a variety of ways. One of the most common ways is by helping them navigate the complex world of health insurance. With the high cost of healthcare in the area, it's important for residents to have access to affordable and comprehensive coverage. An insurance broker can help them compare different plans, understand their options, and find the best policy for their needs and budget. Additionally, with the diverse population of Rockland County, NY, an insurance broker can help residents who speak languages other than English find policies that are easy to understand and meet their unique needs.

Retirement Planning

Residents of Rockland County, NY can benefit from the services of a retirement planner in a number of ways. One of the most common is through guidance on how to maximize retirement savings in a high-cost area like Rockland County. With a median home value of $455,000, residents may need to make strategic financial decisions in order to ensure they have enough saved for retirement. A retirement planner can help residents navigate options like 401(k) plans, IRAs, and other investment vehicles to ensure they are taking advantage of all available opportunities to save for their future. Additionally, a retirement planner can provide guidance on how to manage debt, plan for healthcare costs, and make smart decisions around Social Security benefits. By working with a retirement planner, residents of Rockland County can feel confident that they are taking the necessary steps to secure their financial future.

Wealth Management

Residents of Rockland County, NY could benefit from the services of a wealth manager in several ways. One of the most common ways is through retirement planning. Rockland County has a large population of baby boomers who are approaching retirement age. A wealth manager can help these individuals create a retirement plan that will ensure they have enough money to live comfortably during their golden years. Additionally, many residents of Rockland County are small business owners who could benefit from the expertise of a wealth manager in managing their finances and investments. With the high cost of living in the area, it's important for residents to make smart financial decisions, and a wealth manager can help them do just that.

Mortgage Loan Officer

Residents of Rockland County, NY can benefit greatly from the services of a mortgage loan officer. These professionals can help individuals and families secure financing to purchase a home or refinance an existing mortgage. One specific way in which a mortgage loan officer can be helpful in Rockland County is by guiding residents through the unique challenges of the local real estate market. With high property values and limited inventory, it can be difficult for buyers to find a home that meets their needs and budget. A knowledgeable loan officer can provide valuable insight into the local market and help buyers navigate the process of securing financing in a competitive environment. Additionally, loan officers can help residents take advantage of programs and incentives that are available specifically to homebuyers in Rockland County.

Tax Services

Residents of Rockland County, NY could benefit from the expertise of a tax advisor in many ways. For instance, a tax advisor could help them navigate the complex tax laws and regulations of the state and county. They could also provide guidance on how to minimize tax liabilities and maximize deductions, which could save residents a significant amount of money. Additionally, a tax advisor could help residents with tax planning, including retirement planning and estate planning. In Rockland County, where property taxes are notoriously high, a tax advisor could also assist residents with property tax appeals, potentially lowering their tax bills. Overall, a tax advisor could be an invaluable resource for residents of Rockland County, helping them to make informed decisions and achieve their financial goals while staying compliant with tax laws.

Estate Planning Lawyer

Residents of Rockland County, NY can benefit greatly from the services of an estate planning lawyer. Such a lawyer can help them create a comprehensive plan for their assets and ensure that their wishes are carried out after they pass away. This is particularly important in Rockland County, which has a high cost of living and a significant population of retirees. An estate planning lawyer can help residents navigate the complex legal requirements of estate planning and ensure that their loved ones are protected in the event of their death. Additionally, an estate planning lawyer can help residents minimize taxes and avoid probate, which can be time-consuming and expensive. Overall, an estate planning lawyer can provide valuable guidance and peace of mind to residents of Rockland County, NY.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Rockland County, NY