Wealth Management in Scarsdale, NY

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List of Firms

Scarsdale, NY Wealth Management Firms

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Mariner Wealth Advisors
SEC File# 801-111823
CRD# 289886
Location 2 Overhill Rd #400, Scarsdale, NY 10583, USA
Phone (646) 847-7049
Language https://www.marinerwealthadvisors.com/?utm_source=google-my-business&utm_medium=organic
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Palisades Hudson Financial
SEC File# 801-55677
CRD# 109134
1 out of 5
Location 2 Overhill Rd, Scarsdale, NY 10583, USA
Phone (914) 723-5000
Language http://palisadeshudson.com/
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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Indigo Asset Management, Llc
Location 820 Scarsdale Ave, Scarsdale, NY 10583, USA
Phone (914) 713-8149
Language http://www.indigoassetmanagement.com/
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Capital Financial Planning
Location 188 Summerfield St, Scarsdale, NY 10583, USA
Phone (914) 574-5451
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Wealth Habits
SEC File# 801-113640
CRD# 153748
Location 27 Claremont Rd, Scarsdale, NY 10583, USA
Phone (917) 667-2155
Language https://wealthhabits.com/
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Northwestern Mutual Wealth Management Company: Chandresh Shah
Location 50 Main St #1520, White Plains, NY 10606, USA
Phone (914) 367-0933
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Ardent Wealth Management
Location 1 Manhattanville Rd Ste 402, Purchase, NY 10577, USA
Phone (914) 269-2250
Language https://advisor.janney.com/ardentwealthmanagement/?utm_source=google_knowledge_panel&utm_medium=organic&utm_campaign=SEO
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Precision Wealth Solutions
Location 188 Summerfield St, Scarsdale, NY 10583, USA
Phone (914) 574-5451
Language http://www.precisionwealthsolutions.com/location.cfm
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Charles Schwab
SEC File# 801-35905
CRD# 106753
4 out of 5
Location 331 Central Park Ave, Scarsdale, NY 10583, USA
Phone (914) 722-6230
Language https://client.schwab.com/public/branchlocator/branchdetails.aspx?branchid=1173&utm_source=google&utm_medium=local&utm_campaign=localmaps&utm_content=1173
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 – 5:00 PM Saturday: Closed Sunday: Closed
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Financial Advisory Network
Location 6 Old Ln, Scarsdale, NY 10583, USA
Phone (914) 725-8790
Language http://www.robertleitnerfan.com/
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A. T. Becker & Associates, Inc.
5 out of 5
Location 142 Garth Road Suite TU, Scarsdale, NY 10583, USA
Phone (914) 722-1777
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Merrill Lynch Wealth Management Advisor Jaime Goodman
Location 360 Hamilton Ave 8th Floor, White Plains, NY 10601, USA
Phone (914) 682-5546
Language https://fa.ml.com/new-york/white-plains/jaime-goodman
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True Abundance Advisors
Location 500 Mamaroneck Ave # 320, Harrison, NY 10528, USA
Phone (914) 222-0832
Language http://trueabundanceadvisors.com/
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Fidelity Investments
5 out of 5
Location 799 Central Park Ave, Scarsdale, NY 10583, USA
Phone (800) 273-9189
Language https://www.fidelity.com/branches/investor-center-scarsdale-new-york-10583
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Wealth Management in Scarsdale, NY

Where Wealth Management Advisors in Scarsdale, NY Serve

Scarsdale, NY is a vibrant and affluent community nestled in the heart of Westchester County. It boasts a plethora of landmarks, including the stunning Scarsdale Village Green, the iconic Scarsdale Public Library, and the historic Scarsdale Woman's Club. The top employers in the area are diverse, ranging from prestigious educational institutions like Sarah Lawrence College to major healthcare providers such as White Plains Hospital. Major highways and streets that run through Scarsdale include the bustling Bronx River Parkway and the scenic Hutchinson River Parkway, providing convenient access to nearby cities like New York City and Stamford, CT. The neighborhoods in Scarsdale are equally impressive, with each one offering its own unique charm and character. From the charming Tudor-style homes in Heathcote to the stately mansions in Fox Meadow, there is something for everyone in this beautiful community.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Scarsdale, NY can benefit from a bank in numerous ways. Firstly, banks can provide financial assistance to individuals looking to purchase property in Scarsdale, which is known for its high property value. Additionally, banks can offer loans to those looking to start a business in the area, which is home to a thriving commercial district. Furthermore, banks can provide investment advice to residents looking to grow their wealth, given that Scarsdale has a high median household income. Banks can also offer insurance products to protect residents from unforeseen events, such as natural disasters, which can be particularly important given Scarsdale's location in a flood-prone area. Lastly, banks can provide educational resources to residents looking to improve their financial literacy, which is essential in a community where financial success is highly valued.

Insurance Broker

Residents of Scarsdale, NY can benefit from the expertise of an insurance broker in various ways. One of the most common ways is by helping them navigate the complexities of the healthcare system. Scarsdale has a large population of seniors, and insurance brokers can help them find the best Medicare plans and supplemental insurance policies to suit their needs. Additionally, with the high cost of living in Scarsdale, insurance brokers can help residents find affordable home and auto insurance policies that provide adequate coverage. They can also assist in finding policies that protect against specific risks, such as flood or earthquake damage, which may be more prevalent in the area. Overall, an insurance broker can provide valuable guidance and support to residents of Scarsdale, helping them make informed decisions about their insurance needs.

Retirement Planning

Residents of Scarsdale, NY could greatly benefit from the expertise of a retirement planner. With its high cost of living and affluent population, Scarsdale presents unique financial challenges that require tailored solutions. A retirement planner can provide guidance on how to maximize retirement savings, minimize taxes, and manage investments in a way that aligns with the specific needs and goals of Scarsdale residents. For example, a retirement planner can advise on how to navigate the complex tax laws in New York state, where residents face some of the highest tax rates in the country. Additionally, a planner can help Scarsdale residents plan for the high healthcare costs associated with aging, as well as the potential need for long-term care. With the help of a retirement planner, Scarsdale residents can feel confident that they are making the most of their resources and preparing for a secure and comfortable retirement.

Financial Advisor

Residents of Scarsdale, NY can benefit from the assistance of a financial advisor in a variety of ways. One of the most common ways is by creating a personalized financial plan that takes into account their unique circumstances and goals. This plan may include strategies for saving for retirement, investing in the stock market, or managing debt. Additionally, a financial advisor can provide guidance on tax planning and estate planning, which can be particularly important for residents of Scarsdale, a wealthy community with high property values and significant assets. With their expertise and experience, a financial advisor can help residents of Scarsdale navigate the complex world of finance and make informed decisions that will help them achieve their financial goals.

Mortgage Loan Officer

Residents of Scarsdale, NY can benefit from the expertise of a mortgage loan officer in several ways. Firstly, a loan officer can assist residents in navigating the complex and competitive real estate market in Scarsdale, which is known for its high property values and desirable location in Westchester County. Additionally, a loan officer can help residents secure the best possible interest rates and loan terms, which can be especially important given the high cost of living in Scarsdale. Furthermore, a loan officer can provide guidance and support throughout the entire mortgage application process, from pre-approval to closing, ensuring that residents are well-informed and confident in their decisions. Overall, the knowledge and experience of a mortgage loan officer can be invaluable for residents of Scarsdale who are seeking to purchase or refinance a home in this vibrant and sought-after community.

Tax Services

Residents of Scarsdale, NY, could benefit from the expertise of a tax advisor in numerous ways. For instance, Scarsdale is a wealthy community with high property values and a high cost of living. A tax advisor could help residents navigate the complexities of the tax code to minimize their tax liability and potentially save them thousands of dollars. Additionally, Scarsdale has a large population of self-employed individuals and small business owners. A tax advisor could assist these individuals with tax planning, accounting, and bookkeeping services, allowing them to focus on growing their businesses. Furthermore, Scarsdale is home to many retirees who may need assistance with estate planning, including setting up trusts and wills to ensure that their assets are distributed according to their wishes. Overall, a tax advisor can provide valuable guidance and support to residents of Scarsdale, helping them navigate the complexities of the tax code and achieve their financial goals.

Estate Planning Lawyer

Residents of Scarsdale, NY can benefit greatly from the guidance of an estate planning lawyer. These legal professionals specialize in helping individuals and families create comprehensive plans for their assets and property. In Scarsdale, which is known for its affluent population, estate planning is particularly important due to the high value of many residents' assets. An estate planning lawyer can help ensure that these assets are distributed according to the individual's wishes, minimizing the potential for disputes or legal challenges. Additionally, an estate planning lawyer can help with more complex issues, such as setting up trusts or managing business succession planning. Overall, working with an estate planning lawyer can provide peace of mind and help ensure that one's legacy is protected for future generations.

FREQUENTLY ASKED QUESTIONS

Comprehensive Wealth Management FAQs

Wealth management services provided by a wealth manager in Scarsdale, NY are designed to help individuals and families manage their finances and investments effectively. The services offered by a wealth manager in Scarsdale, NY include investment management, retirement planning, tax planning, estate planning, and risk management. Scarsdale, NY is a wealthy suburb of New York City, known for its high-end homes, excellent schools, and affluent residents. The wealth manager in Scarsdale, NY can provide personalized financial advice to clients based on their unique needs and goals. With their extensive knowledge of the financial markets, investment strategies, and tax laws, the wealth manager in Scarsdale, NY can help clients navigate the complexities of wealth management and achieve their financial objectives. Whether it's creating a customized investment portfolio, planning for retirement, or minimizing tax liabilities, the wealth manager in Scarsdale, NY can provide expert guidance and support to help clients achieve financial success.

Scarsdale, NY is an affluent community that boasts some of the highest per capita incomes in the country. With its residents' high net worth and complex financial needs, it's no surprise that the town has become a hub for top-notch wealth managers. The town's proximity to New York City and its many financial institutions also make it an ideal location for those seeking expert financial guidance. In addition, Scarsdale's tight-knit community fosters a culture of trust and transparency, which is essential when it comes to managing one's finances. With a plethora of experienced and highly skilled wealth managers to choose from, Scarsdale, NY is undoubtedly the best place to find a wealth manager who can help you navigate the complexities of wealth management and achieve your financial goals.