Financial Advisors in Yonkers, New York (Westchester County)

John Belluardo, ChFC, MS
Stewardship offers comprehensive financial planning, specializing in retirement planning and no-load mutual funds. Our proprietary software will create a detailed retirement plan tailored to your specific needs. We have no minimum asset requirements. We work hard to keep your fees low without sacrificing quality. Please visit our web site for more information.... See More

Cindy Golub, MBA
Fee-only financial planning on an hourly or flat fee basis especially for women. One-time, as needed or ongoing advice.We advise on your entire financial situation or on specific topics such as: budget analysis,college savings, estate planning, insurance review, retirement planning and financial check-ups.We provide objective advice as we are not receiving commissions from selling financial products. We have no account minimums.We offer our services in a personal, confidential manner.... See More

Jai Ramsawak, CFP, ChFC, EA, MBA
At the Magis Group, your goals are our priority. We've created a system that allows clients to establish goals and efficiently achieve them.
Once your goals have been established, we create a plan and begin working.
Our process has been proven to work time and time again, and our clients are pleased with their results.... See More

Laura Rotter, BA, CFA, CFP, MBA
True Abundance Advisors is dedicated to understanding each client's unique set of values, challenges and opportunities. I work with clients from all walks of life, with a variety of financial goals. They may be single or married, with or without dependents, saving for their children's education, or for retirement. They may be navigating a life transition, such as birth of their first child, loss of a job, or divorce from a spouse. What unifies them all are their dreams, and the recognition that money is a means to help fund those dreams. We work together to help clarify your goals, and develop an integrated plan so that you may achieve those goals.
Services include: goal exploration and identification; cash flow analysis and management; risk/insurance review and recommendations; portfolio analysis and investment strategy; tax planning; employee benefits review, analysis and selection; college, retirement and estate planning. ... See More

Timothy Clark, BA, MBA
Greystone Wealth Advisors LLC seeks to provide unbiased, low cost financial advisory solutions for its clients. The firm provides sensible and effective wealth management as well as comprehensive financial planning.


The firm's leading principal has over 28 years of financial industry experience. By utilizing primarily low fee index mutual funds encompassing a broad range of core asset classes, we make available to retail investors (individuals, trusts, small businesses, endowments, and others) an institutional quality wealth management program at a fee well below the industry average.

The firm offers the following services to its clients:

Wealth Management

The Wealth Management service brings low cost institutional quality asset management advice to client portfolios of all sizes whether they be an individual starting out, a couple nearing retirement, a business owner with a profit sharing plan, a small endowment, or a trust in need of professional asset management.

Financial Planning
The Financial Planning service offers an individualized approach to the financial needs of our clients. By getting to know our clients very well - their families, their interests, their goals - we strive to present innovative financial solutions in the areas of estate planning, cash flow analysis, insurance review, retirement planning, education funding, business succession strategies, and charitable giving. Independent Full service Fee only SEC Registered Investment Advisory Firm Member Charles Schwab Advisor Network Program Member National Association of Personal Financial Advisers (NAPFA)... See More

J. Marc Vorchheimer, CFP
Integrated Financial Consulting sells no financial products avoiding any potential conflict of interest. We are client focused and concentrate on what is important to you. Years of experience has proven the first step to a successful financial solution begins with actively listening to a client's concerns. We help you develop concrete personal goals and design a customized plan of action to achieve them. Our integrated approach empowers you to make intelligent financial decisions that are consistent with your personal goals and values. Clients benefit from our expertise in retirement and estate planning, tax planning, investment advice and management, insurance counseling, college planning and career transition coaching. We design wealth building and tax reduction techniques to accelerate your path to financial independence. Our risk management and asset protection strategies help preserve your assets throughout your lifetime and beyond. ... See More

Start Your Legacy Today: Ready to ensure your financial future is as bright as your dreams? Contact Frame Wealth Management, where our financial advisors are committed to crafting a plan that aligns with your life goals and legacy aspirations. Schedule a call now to begin your journey toward financial clarity and confidence.... See More

If you or a loved one have been affected by a truck accident in Indiana, it's vital to seek experienced legal guidance immediately. An Indiana Truck Accident Lawyer at Blackburn Romey can provide you with aggressive representation and a detailed case investigation to help ensure you receive the compensation you deserve. Don’t face this challenging time alone; reach out today for a free consultation to discover how we can assist you in fighting for your rights and securing your future.... See More

Stacy Francis, CDFA, CFP
We are a boutique wealth management and financial planning firm specializing in high net worth individuals and families with over $1MM in investable assets, and dedicated to providing you personalized financial guidance. Our fee-only approach promises the greatest amount of objectivity in our recommendations and services to you, and guarantees fiduciary loyalty and financial peace-of-mind to our family of clients. At Francis Financial, we specialize in guiding individuals and families as they navigate significant life transitions such as divorce, loss of a spouse, or inheritance. We take the time to understand what life- changing events our clients are experiencing, and how we can help them achieve their lifelong goals Our wealth management approach encompasses all aspects of our client's financial affairs. Our clients are unique and deserve personalized attention. We work hard to create tailored financial road maps that enable them to grow their wealth and pursue the life they want to live without having to worry about financial implications. We walk our clients through the process step by step and make an effort to educate them in a way that is easy to understand. ... See More

Darin Schnall, BA, CFP, CMFC, CPA, MBA
@import url(http://www.napfa.org/CuteEditor_Files/Style/SyntaxHighlighter.css); @import url(http://www.napfa.org/CuteEditor_Files/Style/SyntaxHighlighter.css);
Our firm specializes in helping individuals living or working in New York City who are undergoing a financial transition, and need investment advice to help them make important wealth management decisions.
Examples include: 1. Job Transition 2. Early Retirement 3. Family Inheritance 4. Lottery winner (NYC)... See More

Aleksey Krylov is a seasoned Chief Financial Officer (CFO) recognized for his experience in the life sciences and medical technology sectors. With a background in venture investing and mergers and acquisitions (M&A), his track record includes over 70 successful fundraising and M&A transactions, which showcase his ability to navigate diverse strategic opportunities for companies he works with.

As the CFO of CytoImmune Therapeutics, Aleksey spearheaded a transformative period, securing over $100 million in funding and overseeing the expansion of the workforce from five to over 60 employees. Furthermore, he played a pivotal role in building a cutting-edge commercial-scale cell and biologics manufacturing facility.

Previously, as CFO of DIH International, Aleksey positioned the Swiss-Chinese medical equipment manufacturer for a targeted NASDAQ public offering, driving strategic initiatives to optimize growth and maximize shareholder value.

Aleksey's accomplishments extend to his role as CFO of SELLAS Life Sciences, where he orchestrated a successful reverse merger, which ultimately propelled the company to the market capitalization of several hundred million dollars . He also led a successful convertible PIPE fundraise.

Before his stints as a healthcare CFO, Aleksey spent 12 years as a family office investment professional. He oversaw principal and control investments exceeding $500 million across diverse industries, including life sciences, medical technologies, healthcare IT, and consumer products. He started his career as an equity capital markets banker with Cowen's healthcare practice.

Aleksey holds an MBA from Columbia Business School and a Bachelor of Science in Business Administration from Babson College. His ability to blend financial acumen, deal-making expertise, and operational leadership makes him an invaluable asset to life sciences and medical technology organizations, driving transformative growth and financial performance.... See More

New York and Santa Fe (N.M.) Financial Advisor (Certified Financial Planner) providing in-person and virtual fee-only fiduciary financial planning and investment advisory services to help clients navigate life events and changes (retirement, divorce, inheritance, career).

As an independent and fee-only advisor, we don’t restrict ourselves to working with specific products or families of funds. We select the products we believe are best for your long-term financial well-being. As a fiduciary and fee-only advisor, our compensation is not based on commissions and the products that we use to implement your investments.

Our experienced financial planning team can help you implement a financial plan that is specific to your cash-flow needs, family circumstances, investment goals, and financial and tax situations. We use a detailed discovery and analysis process to help create a financial plan that works best for you.... See More

Jim Marrocco, CFA, CFP
After studying accounting and finance at Georgetown University, I spent ten years working for an asset management firm (a long-short equity hedge fund) picking stocks to invest in and sell short. The business taught me a discipline about investing, how to understand companies, industries and market psychology. Most of all, the years of working, learning and studying helped me to develop an investment process and set of beliefs, which I strongly adhere to.
Despite not working in personal finance, I occasionally found friends and family coming to me asking an assortment of questions about taxes, investments and “the market,” among other things. While it took me a while to realize, I learned that these conversations and relationships were very fulfilling. And I also found how powerful advice, a different perspective or to be heard could impact people's lives. It motivated me to bring my skillset into a different environment to help a different community: everyday people.
And so that is where the idea of my business came from - putting together the inspiration of helping people achieve their dreams by using my investment experience to create positive change in people's financial lives. I am a true believer that it is through a roadmap that we realize our aspirations no matter how big or small. And our financial lives often play a large role in that. A financial plan allowed me to take this step in creating my own business and I feel that with a plan, anyone can be a step closer to their life's dreams.... See More

Kimerly Polak Guerrero, CFP, MBA, RICP
@import url(http://www.napfa.org/CuteEditor_Files/Style/SyntaxHighlighter.css);@import url(http://www.napfa.org/CuteEditor_Files/Style/SyntaxHighlighter.css);

Secure capital growth , private placement.
Venture capital placement.