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White Plains Financial Advisors

Browse these financial services with great ratings from Thumbtack customers in White Plains.

ACE Advisory Management LLC
from 47 reviews
  • 28 years in business
  • 51 hires on Thumbtack
Chris S.
Verified review

Atabu Otobo is great!! He’s on time, and truly cares about the customers needs!! He’s a genuine guy & I’d recommend him to anyone!

Overcoming Obstacles
from 29 reviews
  • 9 years in business
  • 130 hires on Thumbtack
Danny C.
Verified review

Tom is my life coach for over 10 years now! He is always available or makes himself available when needed. He has helped me with finances, work, business and relationship advise. Tom has been a great motivator for when I needed that extra push. I recommend him to anyone.

  • 6 years in business
  • 33 hires on Thumbtack
Matthew L.
Verified review

Roland was very professional and did a great job cleaning our book and consolidating financial statements for us.

Hung & Scanga, LLC
from 14 reviews
  • 12 years in business
  • 8 hires on Thumbtack
Merari O.
Verified review

Annie helped me create a budget and gave me financial advice which helped me save hundreds dollars in interest. She also prepared my taxes resulting in a higher refund. Annie is very pleasant to work with. I highly recommend her!

Imperial Acquisitions LLC
from 14 reviews
  • 5 years in business
  • 21 hires on Thumbtack
Patras G.
Verified review

Jon Ezeokoli is very knowledgeable in every thing he does. He assisted me with my taxes and creating a budget. I am a single mother and my time is limited so he came to my home and gathered all the necessary documents. He did the work in a timely fashion and I was very pleased. He continues to assist me with all financial needs and takes his time with answering all my questions! Excellent work Jon!

  • 7 years in business
  • 8 hires on Thumbtack
Marshay W.
Verified review

Schemia is my financial advisor. She is very knowledgeable at what she does I was very pleased, I felt safe with giving her my personal information, she has a great no judgment zone, and I would definitely recommend her to everyone I know who struggles with there finances.

The Towles Group Inc.
from 5 reviews
  • 16 years in business
  • 14 hires on Thumbtack
Keyon J.
Verified review

Awesome accountant, great fast reliable services. I wouldn't trust my business with anyone else, Ivan always count on The Towles Group!!!

J Joseph Maldonado, CPA
from 2 reviews
  • 23 years in business
Henry K.
Verified review

Jay has always done a great job with giving me tax and financial advice. Always thinking of ways to save on taxes and always gets back to me quickly. A true professional. I would always highly recommend and I have been to my colleagues and friends.

David A. Ranegan
from 1 review
  • 11 years in business
  • 2 hires on Thumbtack
Kristin D.
Verified review

I have known David now for Fifteen years from college- and he's not only a very trusted confidant- he helped my Husband and I plan for retirement using several different methods that ensure we will have a nice cushy retirement. He's very adept at planning for our long-term financial goals, assessing the 401k, savings, and pension accounts we already held and helping us strategize where to put money and how much - along the way. A complete road map that is customized for us. I am definitely very nervous when it comes the future- and early planning is key. I thought I knew a lot about finances- and I thought my husband knew even more- but David really thought of so many things we didn't really consider. Anyway, I've rambled long enough- He's very thorough and trustworthy. Highly recommend- I've already recommended him to my sister and brother!

  • 3 years in business
Nathan M.
Verified review

MSS fully and clearly explained my future financial options with friendly professionalism. I highly recommend the services!


Serving The Villages, FL and outlying areas, William Smathers and Associates are offering the following services but not limited to: * Financial Planner * Financial Advisor * Long Term Care Insurance * Retirement Planning * Investment Solutions and Life In


We provide our clients the most comprehensive financial planning possible. Our team of tax, estate, investment, insurance, capital, college, and lifestyle assets subject matter experts deliver integrated planning to provide highest probability of achieving goals.


I have extensive experience planning, developing and managing business within a challenging economic environment. My expertise is in fashion which is one of the most vulnerable business models as it relies on emotion rather than real need.


Here at JKMN Financial Services. We want our consumers to have a bright and secure future. Getting Insurance could be and complicated process and this is why we are here. It is our goal help people to with their insurance needs, and help manage the risks of everyday life by providing you with all the information you need to obtain insurance.


I provide consultation on employee benefits, financial planning and insurance. This includes retirement plans, group life and health coverage.


We are committed to provide services and solutions to help you enhance and capture the best opportunities as an individual or small business. Our pledge is to help you make better and more informed decisions that improve your position to flourish in any economy. As a Stakeholder of Downstate New York for the IRS, we are providing up-to-date and informative seminars on crucial financial and tax issues affecting individuals and small business owners. Hickey & Hickey has a long-standing reputation of service to the public. Our customers love the high caliber of service we provide at a substantial value, in addition to the way we break down tax jargon into plain English, so that you can understand what is going on as well as how to better organize yourself and your business financially. We are passionate and strongly bound to deliver the highest-quality product and to accomplish this motto our professionals are constantly evaluating opportunities to offer you value-added services.


We offer financial planning services for businesses and individuals looking to create a five-year plan or retirement strategy.

  • 2 years in business

We are proud to offer you specialized services at our three locations in Tribeca, Hudson Square, and Williamsburg. Our Tribeca location is tailored to young mothers with particular baby needs such as breast pumps.


Truvium Financial Group has changed the conversation about money, moving from product-focused to process-driven. Experience the difference with holistic financial planning and wealth management. Proven one client at a time, Truvium Financial Group helps clients reclaim control of their financial lives with holistically integrated strategies, and personal financial models, rigorously stress-tested before execution.


Most families live with too much debt and little to no savings. I help families save and plan for a better financial future. I also show families how to properly protect themselves and the wealth they build. I help families and businesses save on their taxes. My goal is to empower a client through financial education. The clients results are peace of mind and less stress and worry.

  • 8 years in business

I go out of my way to help not only my clients, but anyone in the community.

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