Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!
We understand your financial needs are not always the same! Choosing the right financial advisor in New Rochelle is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in New Rochelle & pick the one as per your needs
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in New Rochelle, New York, FinancialAdvisor.net is a useful resource. We've compiled a list of the 16 vetted financial advisors and non-vetted financial advisors in New Rochelle, New York, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in New Rochelle, New York have an average of 18 years of experience.
If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.
Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
---|---|---|---|---|
NEW STATE CAPITAL PARTNERS 270 North Avenue, 3rd Floor New Rochelle, NY, 10801 | 170409 | $1,113,865,855 | 11 | A Percentage of AUM, Performance Based |
POETIC GROUP LLC 173 Huguenot Street, Suite 200 New Rochelle, NY, 10801 | 293886 | $368,657,577 | 3 | A Percentage of AUM, Performance Based |
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