Connect with Top-Rated Financial Planners in Tarrytown!

Pinnacle Associates, Ltd. is a forward-thinking, multi-billion dollar investment advisory firm focused on transparency and putting clients first. We provide customized investment advice to individuals and families, institutional investors, and other financial institutions. Our experienced team of professionals manages investments in-house, allowing us to select the best investment options for our clients. We take the time to understand our clients' unique goals and objectives, and work with them to create a personalized financial plan tailored to their needs. Our approach is centered around simplicity, transparency, and building long-term relationships. With over four decades of experience, we have established ourselves as a trusted partner for our clients, helping them reach their pinnacle of financial success.

Westchester Financial Advisors is an independent financial services practice that provides comprehensive wealth management and retirement planning strategies to individuals and families. Their team of CERTIFIED FINANCIAL PLANNER Professionals offers tailored solutions and balanced advice to help clients achieve their financial goals, whether they are young professionals, growing families, or retirees. With a focus on integrity, trust, and transparency, Westchester Financial Advisors creates personalized financial strategies that grow with clients throughout the many milestones of life.

DHS & Company, Inc. is a financial and business consulting firm that helps companies achieve their growth objectives by providing financial reporting, structures, and systems as levers for business expansion. We take a holistic view of our clients' businesses, considering their financial and non-financial needs, to develop comprehensive strategies for growth. Our services include financial consulting, business consulting, accounting, and more. We have a proven track record of success, with case studies that demonstrate our ability to help companies like yours achieve their goals. Our experienced team of accountants and consultants is dedicated to providing proactive guidance and expert advice to help you unlock the potential of your business.

Ronald Pompei CFP is a financial planning firm offering a range of services including investment advisory, annuity, long-term care insurance, group health, life insurance, and disability income insurance to individuals and businesses in New York State. With over 30 years of experience, Ron Pompei has been helping clients plan for their financial future and achieve their goals. The firm provides personalized financial planning, investment management, and retirement planning services to individuals, families, and businesses.