Financial Planners near Nyack

Financial Planners near Nyack picked by BestProsInTown

9AM - 5PM

48 Burd St # 209, Nyack
O'Brien Capital Management Financial Planners

““

0 Na0 Reviews

9AM - 5PM

565 Taxter Rd #625, Elmsford
The SKG Team at Barnum Financial Group Financial Planners

“This team is great. They are comprehensive in what they do and they took the time to understand my needs.“

5 Superb58 Reviews

9AM - 5PM

565 Taxter Rd Suite 490, Elmsford
J Matrik Wealth Management Financial Planners

“This is a review I should have posted many years ago. My wife and I have been a client for over 20 years. Not enough stars in the universe to express our level of appreciation and satisfaction working with Steve , Scott and Alex. Finance is a very personal decision. We can say, without reservation that our decision to partner with this firm was a life changing decision. You are not just a client. You have signed on to have a personal CFP who actively monitors your finances on a daily basis. We are completely confident with having JMatrik manage our finances. In our experience, trusted, knowledgeable and professional. Thankful and grateful beyond expectations! You need to know what you don’t know. Financial planning is complicated. Hire a professional!“

5 Superb14 Reviews

8AM - 5PM

28 W Grand Ave #14, Montvale
Kraner, LLC Financial Planners

“Me and my family have been with Kraner for over 5 years and I dont have enough to say about the CEO Vlad Zherenovsky and his company. They take care of me like I'm part of the family and I am extremely satisfied. I've sent multiple family members Kraners way and we all absalutly love them.Thank You so much Vlad for you dedication to our family“

5 Superb13 Reviews

9AM - 5PM

6 Liberty Square Mall, Stony Point
Emerald Retirement Planning Group, Inc. Financial Planners

“Hubby and I came here in 2017 for retirement planning. We cannot say enough good things about Matthew Clement and his team! Matthew has the heart of a teacher, which is so important for navigating the not-so-clear road towards retirement.“

5 Superb3 Reviews

11:30AM - 7PM

147 Main St, Ossining
Austro Financial Services Inc Financial Planners

“excelente servicio en Austro financial services, oficina manhattan , gracias Sra Edith Sandoval por su amabilidad y eficacia“

5 Superb1 Reviews

9AM - 4PM

91 S Greeley Ave, Chappaqua
Merrill Edge Financial Planners

““

0 Na0 Reviews

9AM - 5PM

4 Pippen Pl, New City
keith kolinsky, cfp Financial Planners

““

0 Na0 Reviews

9AM - 5PM

1 Blue Hill Plaza 14th floor, Pearl River
Cetera Investors Financial Planners

““

0 Na0 Reviews

9AM - 5PM

33 S Kinderkamack Rd, Montvale
Vruti Patel - TD Wealth Financial Advisor Financial Planners

““

0 Na0 Reviews

““

0 Na0 Reviews

9AM - 5PM

135 S Main St 2nd floor, New City
Crane Wealth Management Group Financial Planners

““

0 Na0 Reviews

8:30AM - 5PM

565 Taxter Rd Suite 490, Elmsford
Hudson Dynamic Retirement Financial Planners

““

0 Na0 Reviews

110 Summit Ave, Montvale
Northwestern Mutual Financial Planners

““

0 Na0 Reviews

9AM - 5PM

65 Highview Ave, Orangeburg
Money Concepts Financial Planning Centre Financial Planners

““

0 Na0 Reviews

9AM - 5PM

660 White Plains Rd Suite 155, Tarrytown
Good Capital Investment Group Financial Planners

““

0 Na0 Reviews

9AM - 5PM

660 White Plains Rd Suite 530, Tarrytown
J.M. Franklin & Company, LLC Financial Planners

““

0 Na0 Reviews

““

0 Na0 Reviews

9AM - 5PM

450 Hillsdale Ave, Hillsdale
Vruti Patel - TD Wealth Financial Advisor Financial Planners

““

0 Na0 Reviews

9AM - 5PM

221 W Grand Ave Ste 202, Montvale
William O'Doherty - Thrivent Financial Planners

““

0 Na0 Reviews

8AM - 5PM

2 Overhill Rd #400, Scarsdale
Mariner Wealth Advisors Financial Planners

““

0 Na0 Reviews

1 Crosfield Ave Ste 102, West Nyack
The Mahoney Group of Raymond James Financial Planners

““

0 Na0 Reviews

“My wife and I recently had the pleasure of working with Chris Kampitsis, a Financial Planner, Financial Services Executive, and Investment Advisor Representative at Barnum Financial Group. Chris utilizes a team approach to provide clients with world-class service, and we experienced this firsthand. Before meeting Chris, our savings were scattered across various accounts, including 401(k) plans, Pension Plans, IRA accounts, and a brokerage account. Frankly, we had no idea how well we were doing with our assets so dispersed. The best decision we made was meeting with Chris to discuss our retirement preparedness. From our very first meeting, we knew we needed Chris's help. He and his team literally held our hands as we gathered all our assets. Chris provided us with clear, actionable advice designed to ensure that we never have to worry about retiring comfortably. He not only gave us excellent advice but also delivered on it. One of the most impressive aspects of working with Chris is his availability and proactive approach. He is always available to take our calls and meets with us several times a year to review our accounts and make sure we're on track. His dedication and attentiveness give us great confidence in our financial future. Thanks to Chris and the Barnum Financial Group team, we now have a consolidated, well-managed portfolio that gives us peace of mind. Choosing to work with Chris was the best financial decision my wife and I have ever made. We wholeheartedly recommend Chris Kampitsis and his team to anyone looking to secure their retirement and achieve financial peace.“

0 Na0 Reviews