Find Top Financial Advisors in Katonah, New York

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Qualifications of Financial Advisors in Katonah

Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.

Qualified Financial Advisors in Katonah, New York
Financial Advisor Office Location Phone Number
The Highbridge Financial Group
The Highbridge Financial Group
660 White Plains Road, Suite 155,
Tarrytown, NY  10591
(914) 332-0660
Nick Friedman
Edelman Financial Engines, LLC
10 Bank Street,
White Plains, NY  10606
(914) 618-3002

Information on Qualified Financial Advisors in Katonah

Qualifications CRD# 4124634
FirmCRD# 8032
Series 7, 63, 65

Compensation/Fee Fee-Based (Fee and Commissions)

Office Location 660 White Plains Road, Suite 155,
Phone Number (914) 3320660

Does Highbridge seem like a good fit for you? Contact us. We are happy to help. T: (914) 332-0660 C: (914) 458-1284

About The Highbridge Financial Group

Establishing a relationship with a trusted and knowledgeable financial professional takes time and deserves careful consideration. At Highbridge, we provide a comprehensive approach to financial planning and wealth management and offer a vast range of financial solutions. Recognizing the value we can bring to our clients by combining our collective financial experience and knowledge, we formed The Highbridge Financial Group, Inc., an independent client-focused full-service financial services firm. We thank our clients for the trust they have placed in us, and we thank our prospective clients for their consideration.

Qualifications CRD# 5465081
FirmCRD# 104510
Series 7, 66

Compensation/Fee Fee Based Only - No Commissions

Office Location 10 Bank Street,
White Plains,
Phone Number (914) 6183002

Joined Edelman Financial Engines in 2016. Began his career in the financial services industry in 2009. Earned the Certified Financial Planner certification(s). Bachelor's degree in Finance from University of Delaware.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high- touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.

List of Additional Financial Advisors in or around Katonah, New York
Financial Advisor Office Location Phone Number
Dominick Santoro
LPL Financial
83 Wooster Heights Road,
Danbury, CT  06810
(203) 431-2224
D. Chris Tucker
Greenwich Advisors, LLC
640 W. Putnam Ave 3F,
Greenwich, CT  06830
(203) 489-0707
Richard Eller
Blueprint Financial Group
19 Ludlow Rd.,
Westport, CT  06880
(203) 557-4930
Steve DiGregorio
Compass Asset Management Group
100 Stony Brook Ct.,
Newburgh, NY  12550
(845) 563-0537
Andrew Aran
Regency Wealth Management
500 North Franklin Turnpike,
Ramsey, NJ  07446
(201) 447-5850

Information on Additional Financial Advisors in or around Katonah, New York

Dominick Santoro

LPL Financial

Qualifications CRD# 4897645
Series 7, 24, 63, 65

Tel: (203) 4312224
83 Wooster Heights Road,
Suite 125,

D. Chris Tucker

Greenwich Advisors, LLC

Qualifications CRD# 2452025
FirmCRD# 165892

Tel: (203) 4890707
640 W. Putnam Ave 3F,

Richard Eller

Blueprint Financial Group

Qualifications CRD# 1409368

Tel: (203) 5574930
19 Ludlow Rd.,

Steve DiGregorio

Compass Asset Management Group

Qualifications CRD# 1731139

Tel: (845) 5630537
100 Stony Brook Ct.,

Andrew Aran

Regency Wealth Management

Qualifications CRD# 2025715
FirmCRD# 131208

Tel: (201) 4475850
500 North Franklin Turnpike,
Suite 212,

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Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.

A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.

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A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?