WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Mount Kisco. You need a financial advisor who will understand your financial situation and have the relevant financial qualifications to provide you with the right financial guidance and an insightful edge towards your financial journey.
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.
|Financial Advisors in Mount Kisco, New York|
|Financial Advisor||Office Location||Phone Number|
83 Wooster Heights Road,
Danbury, CT 06810
MayTech Global Investments
950 Third Avenue,
New York, NY 10022
|Peter Levine, CFP®, ChFC®, CLU®,
Ameriprise Financial Services, Inc.
481 8th Avenue,
New York, NY 10001
Edelman Financial Services, LLC
406 Forest Ave.,
Staten Island, NY 10301
Financial Engines Advisors, LLC
360 Bloomfield Avenue,
Windsor, CT 06095
Series 7, 24, 63, 65
83 Wooster Heights Road,
CT 06810 Phone Number (203) 4312224
Dominick Santoro brings a wealth of experience and expertise to his clients, helping successful individuals and business owners with sensible investment strategies, comprehensive financial planning, wealth preservation and transfer, long-term care (including Connecticut Partnership for Long-Term Care), and business retirement plans. Dominick started his practice with Morgan Stanley (formerly Smith Barney Citigroup) in Westport, Connecticut in 2004. Prior to his career as a Financial Advisor, Dominick held several management positions in corporate accounting and finance with corporations including PepsiCo, Dictaphone, and Coldwell Banker. He holds both a Bachelors of Science degree in finance and an MBA degree with concentrations in investment management & financial planning, and corporate accounting from the University of Connecticut.
LPL Financial is the largest independent brokerage firm in the United States. If you are looking for a financial advisor that listens, puts your interests first, and provides advice and solutions custom tailored to your needs, then youve come to the right place. In todays world, working with an investment professional is more important than ever. One of the most important decisions you can make is to seek the advice of a trusted, qualified advisor. I believe no two individuals are the same. There are no cookie cutters in my practice. Everyone has a unique set of needs and life goals and therefore requires custom advice, investments, and planning tailored to your circumstances. I also understand that the desire not to lose ones nest egg and not outliving your resources is as important as the desire to grow ones investments Whether you are looking to grow or preserve, or a combination of both, I can help.
|List of Additional Financial Advisors in or around Mount Kisco, New York|
|United Capital Financial Advisers, LLC||Westport, CT|
|DPC Management, LLC||Ramsey, NJ|
|Regency Wealth Management||Ramsey, NJ|
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