Financial Advisors in Mamaroneck, New York (Westchester County)

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Frederick Deyeso, CFA, CFP, MSFP
The Art and Science of Financial Success financial filosophy is a fee only financial planning firm based in New York City, that serves clients nationwide. The firm's philosophy is represented by how the firm's principal lives his life, splitting time between New York, California, and his home state of Texas. financial filosophy is able to provide face-to-face service to clients in these areas, and we are happy to service clients across the nation on a remote basis. Whether through remote or face-to-face contact, financial filosophy is committed to the art and science of our clients' success. At financial filosophy, there is a clear commitment to both the art and the science of financial planning. The science of financial planning is the most familiar and commonly known aspect. It’s the dollars and cents, the actuarial tables and historical data, the stock quotes and trend lines that, in the mind of an expert, consolidate into the elements of a financial plan. The art of financial planning is a more subtle thing – a way of looking at the data that includes a subjective, creative, value-infused vision of reaching goals. If the science is the brains, then the art is the soul. You are at the center of the process as a clear pathway is seen through the existing environment that leads you to your goal.... See More

Dorie Fain, CFP
Among the many established firms in the marketplace, &Wealth was expressly created to be the premiere financial advisory firm for a select group, many of whom are women, who are managing major life events, and their own, new-found finances, for the very first time.... See More

As a financial life planner, I provide holistic financial planning and investment services to create harmony out of financial discord for individuals, couples and families. I help people use their resources in a way that supports their well being.

Gary Schatsky, BA, JD
IFC is one of the nations leaders in providing independent, comprehensive unbiased financial advice to individuals, families and small businesses. "Advice from Experts who only sell Advice"
Founded by Gary Schatsky, an attorney, fee only financial advisor and multiyear chairman of NAPFA, IFC has offices in New York City with a nationwide clientele.
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Sparrow Wealth Management, a Registered Investment Advisor with the Securities and Exchange Commission, provides asset management and financial planning services for a select clientele nationwide. Our mission is to help you find freedom and peace in your financial life.... See More

Kimerly Polak Guerrero, CFP, MBA, RICP
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Robert Ince, CFA, CFP
Tribeca Financial Planning LLC operates under the guiding principles of integrity, diligence and accountability. The firm works strictly for its clients and does not receive payments of any sort from third parties. All recommendations begin with the question: "What is right for the client?" and end with a course of action that has only the client's best interests in mind.... See More

Secure capital growth , private placement.
Venture capital placement.

Anja Luesink, CFP, MBA
Luesink Stenstrom Financial puts the person first, where as conventional financial advice puts money first. Our success is not measured by performance statistics, but by your success in achieving your goals.
Fee-only firm offering ongoing investment management as well as hourly financial planning services. We don't sell and receive no commisions to give you unbiased customized financial advice. We want to be accessible and do not have minimum fees.
Financial Planning - We provide financial expertise guiding you to achieve your goals successfully. We follow a holistic approach and take a look at your whole financial situation, including cash flow management, risk management, retirement planning , estate planning, your investments and your taxes. However, if you have a specific question, we can also advise you on an hourly-fee basis.
Investment Management - Having your portfolio professionally managed will allow you to concentrate on your other priorities. We identify and implement low-cost long-term strategies to create a well diversified portfolio according to your risk profile that will help you achieve your personal objectives. Even with market fluctuations it will give you peace of mind knowing that your financial affairs are being managed with your goals and best interest in mind. We have no investment minimum and have access to DFA funds.... See More

The Rockledge Group is an investment management firm specializing in alternative and sector investing using “Sector Scoring and Allocation Methodology”. SectorSAM is a robust proprietary quantitative sector selection and rotation quantitative analysis. We have a demonstrated ability to obtain superior risk-adjusted returns by successfully forecasting the relative strength of sectors within the S&P 500 index.... See More

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

Joanne Marion, CFP, CPA, MBA
Marion Financial Advisors is an independent, fee-only financial and investment advisory firm. I work with clients who want to get better control of their finances and become more knowledgeable financial consumers. I first see my clients when they come to me with a problem . . .We are contributing to our 401k plans but we don't know if we are putting the money into the right investments. We also want to start saving for our kids' college education but are not sure how we should be doing it.We want to retire in ten years but don't know if we have saved enough to retire comfortably.I am retired and don't know how much I can spend without running out of money.My husband died last year and he handled all of our finances. I don't know anything about this stuff. I find that although many people have concerns like these, they often don't address them because they are too busy or just don't know where to start. I work with clients to deal with these pressing issues. We then work together to define what their values and goals are and then develop an integrated financial plan in line with these values to achieve these goals.... See More

Maureen Whelan, CFP, MBA
COME IN FROM THE NOISE Are you a baby boomer looking for financial advice? You may feel like there are too many options to choose from. Investment consultants at your bank, insurance agents, "wealth managers" and online financial advisory services all have ideas about how you should invest your money. Yet you have a nagging feeling that there should be more. You want someone to look at your total financial picture - spending plans, income taxes, insurance needs and estate planning alternatives. Investments are only one part of the puzzle. They should be managed in harmony with your values and goals and adjusted to meet your changing circumstances.
Whelan Financial Planning is a small, independent, fee-only financial advisory firm that helps baby boomers simplify their financial lives make financial decisions with confidence and adapt their plans as they journey through retirement.
Maureen Whelan, CFP® does this by providing personalized and comprehensive financial advice, investment management, tax preparation and planning.... See More

Allison Vanaski, CFP