Financial Planners near Scarsdale

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

“I’ve known Pat for a long time, and having a close friend I can trust implicitly with my finances makes all the difference in the world. What really stands out about Larchmont Wealth Management is that Pat always gives me honest advice that truly benefits my future rather than his own pocket. He is incredibly generous with his time, always willing to jump on a call or grab coffee whenever I need some guidance or just want to talk through a big decision. It’s rare to find that level of genuine care and availability, and it gives me a ton of peace of mind knowing he’s in my corner.
I was not paid for leaving this review. I have no conflict of interest in this relationship. I am a current client of Pat Haggerty“

“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!“

“John has been our advisor for over 20 years. He has always been very steady, calm, and reassuring. I love that he is watching our money, so we can relax. He is happy to talk to us about our objectives, and suggest financial instruments he thinks will give us the best returns with the lowest risk. His price is very fair and it's crucial to know that he acts as a fiduciary. That means his goals are the same as ours - to grow our assets. I can't recommend him highly enough.“

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“Dimensional Investment solutions that matched my risk tolerance. I loved Andrew’s analogy that my life previous investment strategy was like playing football without a helmet and never knew.“

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“After spending long years in New York, I have returned to my home country in Japan but still had to file tax for the previous year. My regular accountant have left the job to focus on her own business and I needed someone who can support me with complexed ( to me ) tax filing. I was introduced to Executive assistant, Ms. Nakamura and she was patient working with me going back and forth for months and connected me with her team. I ended up amending past 6 years of taxes for reporting my foreign income correctly, but I feel much confident and relieved. I recommend Hara Yoshida office to any one looking for an accountant.“

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“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.“