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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.

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William Martone

Martone Capital Management, Inc.
CLU®, ChFC®
William Martone, a financial fiduciary, provides financial services to clients in the Hawthorne, New York area. William holds a CLU®, ChFC® certification. 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

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

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Masa Yamazaki

Oxler Private Wealth
CPWA®, CEPA®, CDFA®
Masa Yamazaki, a financial fiduciary, provides financial services to clients in the Rye Brook, New York area. Masa holds a CPWA®, CEPA®, CDFA® certification. Masa has over 14 years of experience.

Additional Information:

Years of Experience:
14 Years

    Fee Structure

  • Fee-Only
  • Based on Assets

    Asset Requirement: $1,000,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management

    Name(s) of Custodian(s):
    Pershing LLC

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Kevin Myers

Flynn Financial Partners
CAIA®, CFP®, EA, CFA®
Kevin Myers, a financial fiduciary, provides financial services to clients in the New Rochelle, New York area. Kevin holds a CAIA®, CFP®, EA, CFA® certification. Kevin has over 26 years of experience.

Additional Information:

Years of Experience:
26 Years

    Fee Structure

  • Fee-Based

    Asset Requirement: $0

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
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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: $500,000

    Financial Services Provided:

  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
  • Financial Advice & Consulting

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

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Christopher Badaracco

Rose Wealth Advisors
CFP®, EA
Christopher Badaracco, a financial fiduciary, provides financial services to clients in the Ramsey, New Jersey area. Christopher holds a CFP®, EA certification. Christopher has over 10 years of experience.

Additional Information:

Years of Experience:
10 Years

    Fee Structure

  • Fee-Based
  • Hourly
  • Flat Fee
  • Based on Assets

    Asset Requirement: $500,000

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HIGHLAND Financial Advisors, LLC

RLP ®, CFP®, AIF®
HIGHLAND Financial Advisors, LLC, a financial fiduciary firm, has been a Paladin Registry member since 2023 and provides financial services to clients in the Wayne, New Jersey area.

Additional Information:

Years of Experience:
27 Years

    Fee Structure

  • Fee-Only
  • Based on Assets

    Asset Requirement: $1,000,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management

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

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Altfest Personal Wealth Management

CPA, CFP®, CFA®, ChFC®
Altfest Personal Wealth Management, 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

  • Fee-Only
  • Based on Assets

    Asset Requirement: $1,000,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management

    Name(s) of Custodian(s):
    Charles Schwab & TD Ameritrade

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Peter Levine

Ameriprise Financial Services, LLC
CFP®, CLU®, ChFC®
Peter Levine, a financial fiduciary, provides financial services to clients in the New York, New York area. Peter holds a CFP®, CLU®, ChFC® certification. Peter has over 24 years of experience.

Additional Information:

Years of Experience:
24 Years

    Fee Structure

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

    Asset Requirement: $100,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
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Frank Lepore

Bleakley Financial Group
Frank Lepore, a financial fiduciary, provides financial services to clients in the Fairfield, New Jersey area. Frank has over 21 years of experience.

Additional Information:

Years of Experience:
21 Years

    Fee Structure

  • Fee-Based
  • Flat Fee

    Asset Requirement: $250,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • Wealth Management
  • Risk Management
  • Education Funding and Planning

    Name(s) of Custodian(s):
    LPL Financial, Charles Schwab, Pershing, and Fidelity

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Michael Klein

Bleakley Financial Group
CFP®
Michael Klein, a financial fiduciary, provides financial services to clients in the Fairfield, New Jersey area. Michael holds a CFP® certification. Michael has over 12 years of experience.

Additional Information:

Years of Experience:
12 Years

    Fee Structure

  • Fee-Based
  • Flat Fee
  • Based on Assets

    Asset Requirement: $250,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
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