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Top Rated Financial Advisors in Tarrytown, New York

Knowing that your financial future is in safe hands is reassuring! An experienced financial expert can help you strategize your spendings, earnings, investments and savings to overcome your financial challenges and meet your financial goals effectively. However, finding a trusted financial advisor in Tarrytown, New York is a daunting undertaking as there are hundreds of advisors near you, with a long list of qualifications and certifications to research and evaluate, that may leave you perplexed.

Find top advisors in Tarrytown, New York with Paladin Registry

Paladin Registry helps you sail through your financial advisor search journey easily by narrowing down your list to top vetted financial advisors in Tarrytown, New York near you.

Search for the best financial advisors and planners for you with Paladin Registry’s unbiased free matching tool and get matched to vetted, pre-qualified financial advisors. Compare the advisor's credentials, certifications, firm associations etc. and connect with the financial advisor that best matches your requirements.

William Martone

Martone Capital Management, Inc.
ChFC®, CLU®
William Martone, a financial fiduciary, provides financial services to clients in the Hawthorne, New York area. William holds the ChFC®, CLU® certifications. William has over 49 years of experience.

Additional Information:

Years of Experience:
49 Years

    Fee Structure

  • Based on Assets

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities
  • View More

    Name(s) of Custodian(s):
    Charles Schwab

BASIC INFORMATION NEEDED FOR THE INQUIRY

Nick Friedman

Edelman Financial Engines, LLC
CFP®
Nick Friedman, a financial fiduciary, provides financial services to clients in the White Plains, New York area. Nick holds a CFP® certification. Nick has over 8 years of experience.

Additional Information:

Years of Experience:
8 Years

    Fee Structure

  • Fee-Based

    Name(s) of Custodian(s):
    Charles Schwab, TD Ameritrade and others.

BASIC INFORMATION NEEDED FOR THE INQUIRY

Charles Helme

BH Asset Management, LLC
Charles Helme, a financial fiduciary, provides financial services to clients in the Greenwich, Connecticut area. Charles has over 30 years of experience.

Additional Information:

Years of Experience:
30 Years

    Fee Structure

  • Fee-Only
  • Based on Assets

    Asset Requirement: $500000

    Financial Services Provided:

  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
  • Financial Advice & Consulting
  • View More
    • Financial Planning for Individuals
    • Financial Planning for Businesses
    • Annuities
    • Insurance Planning

    Name(s) of Custodian(s):
    Charles Schwab, TD Ameritrade Fidelity Investments, Pershing, JP Morgan, Morgan Stanley, Comerica.

BASIC INFORMATION NEEDED FOR THE INQUIRY

Robert Barbuto

Edelman Financial Engines, LLC
Robert Barbuto, a financial fiduciary, provides financial services to clients in the Paramus, New Jersey area. Robert has over 20 years of experience.

Additional Information:

Years of Experience:
20 Years

    Fee Structure

  • Fee-Based

    Name(s) of Custodian(s):
    Charles Schwab, TD Ameritrade and others.

BASIC INFORMATION NEEDED FOR THE INQUIRY

Richard Dragotta

Private Portfolio Partners,LLC
ChFC®, CRPC®
Richard Dragotta, a financial fiduciary, provides financial services to clients in the Paramus, New Jersey area. Richard holds the ChFC®, CRPC® certifications. Richard has over 28 years of experience.

Additional Information:

Years of Experience:
28 Years

    Fee Structure

  • Based on Assets
  • Commissions
  • Flat Fee
  • Hourly

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • Wealth Management
  • Money Management
  • Risk Management
  • View More
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Investment Advice & Management
    • Estate Planning & Trusts
    • Insurance Products & Annuities

    Name(s) of Custodian(s):
    LPL Financial, Fidelity

BASIC INFORMATION NEEDED FOR THE INQUIRY

Paul Stawinski

CLU Wealth Advisors
CFF, CLU®
Paul Stawinski, a financial fiduciary, provides financial services to clients in the New York, New York area. Paul holds the CFF, CLU® certifications. Paul has over 30 years of experience.

Additional Information:

Years of Experience:
30 Years

    Fee Structure

  • Fee-Based
  • Based on Assets

    Asset Requirement: 50000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
  • View More
    • Risk Management
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Financial Planning for Businesses
    • Investment Advice & Management
    • Estate Planning & Trusts
    • Insurance Products & Annuities

    Name(s) of Custodian(s):
    Fidelity

BASIC INFORMATION NEEDED FOR THE INQUIRY

Jed Limmer

Bicoastal Wealth Management
CIMA®
Jed Limmer, a financial fiduciary, provides financial services to clients in the New York, New York area. Jed holds a CIMA® certification. Jed has over 13 years of experience.

Additional Information:

Years of Experience:
13 Years

    Fee Structure

  • Fee-Based
  • Based on Assets

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
  • View More
    • Risk Management
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Financial Planning for Businesses
    • Investment Advice & Management
    • Estate Planning & Trusts
    • Insurance Products & Annuities

    Name(s) of Custodian(s):
    Wedbush Securities

BASIC INFORMATION NEEDED FOR THE INQUIRY

Gregory Manto

Iron Birch Advisors
CFP®, APMA®, ChFC®, CAS, CSA®, AWMA®, RICP®, CRPC®, CLU®
Gregory Manto, a financial fiduciary, provides financial services to clients in the New York, New York area. Gregory holds the CFP®, APMA®, ChFC®, CAS, CSA®, AWMA®, RICP®, CRPC®, CLU® certifications. Gregory has over 25 years of experience.

Additional Information:

Years of Experience:
25 Years

    Fee Structure

  • Fee-Based

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Risk Management
  • View More
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Financial Planning for Businesses
    • Estate Planning & Trusts
    • Insurance Products & Annuities

BASIC INFORMATION NEEDED FOR THE INQUIRY

Peter Levine

Ameriprise Financial Services, LLC
CFP®, ChFC®, CLU®
Peter Levine, a financial fiduciary, provides financial services to clients in the New York, New York area. Peter holds the CFP®, ChFC®, CLU® certifications. Peter has over 21 years of experience.

Additional Information:

Years of Experience:
21 Years

    Fee Structure

  • Fee-Based
  • Based on Assets
  • Commissions
  • Flat Fee

    Asset Requirement: $100,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
  • View More
    • Risk Management
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Financial Planning for Businesses
    • Investment Advice & Management
    • Tax Advice and Services
    • Estate Planning & Trusts
    • Insurance Products & Annuities

BASIC INFORMATION NEEDED FOR THE INQUIRY

Walter Varian

Edelman Financial Engines, LLC
Walter Varian, a financial fiduciary, provides financial services to clients in the New York, New York area. Walter has over 15 years of experience.

Additional Information:

Years of Experience:
15 Years

    Fee Structure

  • Fee-Based

    Name(s) of Custodian(s):
    Charles Schwab, TD Ameritrade and others.

BASIC INFORMATION NEEDED FOR THE INQUIRY

Jesse Christensen

Chesapeake Asset Management
Jesse Christensen, a financial fiduciary, provides financial services to clients in the New York, New York area. Jesse has over 10 years of experience.

Additional Information:

Years of Experience:
10 Years

    Fee Structure

  • Based on Assets

    Financial Services Provided:

  • Financial Planning
  • Financial Planning for Individuals
  • Investment Advice & Management
  • View More

    Name(s) of Custodian(s):
    Charles Schwab, Pershing LLC

BASIC INFORMATION NEEDED FOR THE INQUIRY

Personal Capital

Personal Capital, a financial fiduciary firm, has been a Paladin Registry member since 2020 and provides financial services to clients in the Prince, New York area.

Additional Information:

Years of Experience:
11 Years

    Fee Structure

  • Fee-Based

    Asset Requirement: $100,000

    Financial Services Provided:

  • Portfolio Management
  • Wealth Management
  • View More

BASIC INFORMATION NEEDED FOR THE INQUIRY

Farther Finance, LLC

Farther , a financial fiduciary firm, has been a Paladin Registry member since 2022 and provides financial services to clients in the New York, New York area.

Additional Information:

    Fee Structure

  • Based on Assets

    Asset Requirement: $500,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Education Funding and Planning
  • View More
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Financial Planning for Businesses
    • Investment Advice & Management

BASIC INFORMATION NEEDED FOR THE INQUIRY

Frank Lepore

Bleakley Financial Group
Certified in Long-Term Care (CLTC)
Frank Lepore, a financial fiduciary, provides financial services to clients in the Fairfield, New Jersey area. Frank holds a Certified in Long-Term Care (CLTC) certification. Frank has over 18 years of experience.

Additional Information:

Years of Experience:
18 Years

    Fee Structure

  • Fee-Only
  • Flat Fee

BASIC INFORMATION NEEDED FOR THE INQUIRY

Joel Orris

CJE Financial LLC
Joel Orris, a financial fiduciary, provides financial services to clients in the Fairfield, New Jersey area. Joel has over 35 years of experience.

Additional Information:

Years of Experience:
35 Years

    Fee Structure

  • Fee-Based
  • Based on Assets
  • Commissions

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
  • View More
    • Risk Management
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Financial Planning for Businesses
    • Investment Advice & Management
    • Estate Planning & Trusts

BASIC INFORMATION NEEDED FOR THE INQUIRY

Paresh B. Shah

PareShah Partners LLC
CFP®
Paresh B. Shah, a financial fiduciary, provides financial services to clients in the Hicksville, New York area. Paresh holds a CFP® certification. Paresh has over 26 years of experience.

Additional Information:

Years of Experience:
26 Years

    Fee Structure

  • Based on Assets
  • Commissions
  • Flat Fee

    Asset Requirement: None

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
  • View More
    • Risk Management
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Financial Planning for Businesses
    • Investment Advice & Management
    • Tax Advice and Services
    • Legal Advice and Services
    • Estate Planning & Trusts
    • Insurance Products & Annuities

BASIC INFORMATION NEEDED FOR THE INQUIRY

Emil Ben-David

Edelman Financial Engines, LLC
CFP®
Emil Ben-David, a financial fiduciary, provides financial services to clients in the Uniondale, New York area. Emil holds a CFP® certification. Emil has over 8 years of experience.

Additional Information:

Years of Experience:
8 Years

    Fee Structure

  • Fee-Based

    Name(s) of Custodian(s):
    Charles Schwab, TD Ameritrade and others.

BASIC INFORMATION NEEDED FOR THE INQUIRY

Stephen Sassi

Edelman Financial Engines, LLC
CRPC®
Stephen Sassi, a financial fiduciary, provides financial services to clients in the Staten Island, New York area. Stephen holds a CRPC® certification. Stephen has over 14 years of experience.

Additional Information:

Years of Experience:
14 Years

    Fee Structure

  • Fee-Based

    Name(s) of Custodian(s):
    Charles Schwab, TD Ameritrade and others.

BASIC INFORMATION NEEDED FOR THE INQUIRY

Kevin Shea

Edelman Financial Engines, LLC
CFP®, CFA®
Kevin Shea, a financial fiduciary, provides financial services to clients in the Short Hills, New Jersey area. Kevin holds the CFP®, CFA® certifications. Kevin has over 5 years of experience.

Additional Information:

Years of Experience:
5 Years

    Fee Structure

  • Fee-Based

    Name(s) of Custodian(s):
    Charles Schwab, TD Ameritrade and others.

BASIC INFORMATION NEEDED FOR THE INQUIRY