Financial Advisors in Port Chester, New York (Westchester County)

Patt Capital Management LLC

27 miles from Port Chester, NY

Secure capital growth , private placement.
Venture capital placement.

Highlights: MBA, Investment Consulting

United Financial Planning Group, LLC

28 miles from Port Chester, NY

Gerard Barrasso, CFP, CPA/PFS
United Financial Planning Group LLC is an independent, fee only, financial planning and accounting firm. As a result, our compensation comes only from you, meaning you pay no commissions, kickbacks, trailers or hidden fe... See More

Sara Stanich

28 miles from Port Chester, NY

The Stanich Group, LLC is a fee-only Registered Investment Adviser in New York City. We provide financial planning advice and wealth management services.

Highlights: Socially Responsible Investments, Advisory And Investment Management, Wealth Management, Women's Issues, Divorce Planning, Financial Planning Advice And Services, Investment Management, Financial Planning, Fee-Only, MBA, Comprehensive Financial Planning, Fiduciary, CFP Â®

Guide Wealth Management

35 miles from Port Chester, NY

Matthew Hague
Guide Wealth Management is a private wealth management firm headquartered in New York. We have offices in Manhattan, Hudson Valley, and Washington, DC. The firm was born out of a desire to provide a sophisticated wealth management solut... See More

Taconic Advisors, Inc.

48 miles from Port Chester, NY

Charles "Chip" Simon, CFP, MS
Financial Planning without Product Sales. For Secure Retirements and Life's Transitions.
A NAPFA-registered ACP (Alliance of Comprehensive Planners) financial advisor in the Mid-Hudson Valley with offices in Poughkeepsi... See More

Knickerbocker Advisors Inc.

69 miles from Port Chester, NY

John Henry Low, MBA