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Financial Advisors in Monsey, New York (Rockland County)

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 su... See More

Magis Group, Inc.
12 miles from Monsey, NY
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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. ... See More

Stewardship Financial Services, Inc.
13 miles from Monsey, NY

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 mi... See More

Whelan Financial Planning
14 miles from Monsey, NY
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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 fin... See More

True Abundance Advisors
17 miles from Monsey, NY
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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 ... See More

Marion Financial Advisors
19 miles from Monsey, NY

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 firs... See More

ADV Investment Management
20 miles from Monsey, NY
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Kobie Thakar, CFP, MS
Sound financial planning begins with an understanding of your goals, dreams, and challenges. ADV Investment Management and Financial Planning was founded in 1985 by Anthony DeVito with the mission of addressing each client's uni... See More

G-Squared Advisory LLC
21 miles from Monsey, NY
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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, estat... See More

Greystone Wealth Advisors LLC
22 miles from Monsey, NY
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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 ... See More

Weiss Financial Group
24 miles from Monsey, NY
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Scott Weiss, CFP, CMFC, RICP
HOW WE HELP YOU Fee-Only Financial Planning firm serving the entire Putnam and Dutchess Counties, NY region (Mahopac, Brewster, Poughkeepsie, Fishkill, Danbury, CT). Weiss Financial Group specializes in providing object... See More

Guide Wealth Management
27 miles from Monsey, NY
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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

Aleksey Krylov
28 miles from Monsey, NY
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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... See More

Highlights: Partnerships and Business Development, Investment Consulting, Mergers & Acquisitions (M&a), Investor Relations, Strategic Planning, Business Planning, MBA, Fractional Cfo, Operating Finance, Advisory And Investment Management, Financial Planning Advice And Services
Schnall Advisory Services
28 miles from Monsey, NY
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Darin Schnall, BA, CFP, CMFC, CPA, MBA
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Our firm specializes in helping individuals liv... See More

Francis Financial
28 miles from Monsey, NY
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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. Ou... See More

Thinking Big Financial
28 miles from Monsey, NY
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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 discip... See More

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