Top Financial Advisors In Pearl River, NY

SANSKAR ADVISORS, INC. is a leading financial advisory firm that provides comprehensive investment management and financial planning services to individuals and businesses. Founded in 2010, the firm has over 20 years of experience in the industry and is headquartered in New York City with offices in major cities across the country. Their team of advisors, made up of CFP® professionals, CPAs, and experts in the financial field, delivers personalized solutions to clients to help them achieve their financial goals.

SANSKAR ADVISORS, INC. offers a range of services including investment management, retirement planning, estate planning, tax planning, and more. They utilize advanced technology and tools for investment analysis and provide ongoing monitoring and regular portfolio updates. The firm caters to high-net-worth individuals, families, small businesses, non-profit organizations, and corporate executives. They also have a fee-only structure, where fees are based on a percentage of assets under management and are disclosed upfront to clients. Transparency and ethical practices are important to the firm, and they disclose any potential conflicts of interest or legal proceedings to clients in their Form ADV.

As an experienced financial advisor with over 13 years in business, Haidar Capital Management LLC offers personalized financial planning and tailored investment management strategies to help clients achieve their financial goals. With a team of 10 advisors and over $500 million in assets under management, the firm prioritizes building long-term relationships with clients and employs a risk management approach for stable returns. Haidar Capital Management LLC provides a comprehensive range of financial services, including tax planning and preparation, estate planning, retirement planning, and risk management, to cater to the unique needs of individuals, families, small business owners, and institutions. The firm charges a percentage-based fee for its services, aligned with client portfolio performance. Registered with the U.S. Securities and Exchange Commission, Haidar Capital Management LLC is a privately owned firm in New York City. Clients should be aware that the firm may earn commissions on recommended products or services, but always prioritizes their best interests and discloses any conflicts in writing. Additionally, the firm has no legal or disciplinary actions on record, demonstrating its commitment to ethical and transparent practices.

WESTMORE ASSET MANAGEMENT is a leading asset management firm that has been in business for 16 years. They currently have over $500 million in assets under management and employ a team of 20 experienced advisors. These financial experts assist clients in achieving their financial goals through personalized investment strategies, expert financial advice, and managing and monitoring client investments. The firm offers a wide range of financial services, including investment management, retirement planning, estate planning, tax planning, insurance planning, education planning, and small business services. They work with a diverse range of clients, including individuals, high net-worth individuals, business owners, retirees, corporations, and trusts. As a fee-based firm, WESTMORE ASSET MANAGEMENT charges a percentage of assets under management as their compensation, incentivizing them to help clients grow their assets. Founded by the highly experienced financial advisor John Smith, the firm prides itself on its team of dedicated and knowledgeable advisors who are committed to providing exceptional service and expert financial advice to clients. It is important to note that WESTMORE ASSET MANAGEMENT is a registered investment advisor with the Securities and Exchange Commission (SEC) and has a fiduciary duty to act in the best interest of their clients at all times. Clients should also be aware that the firm may receive compensation from recommending third-party products or services, and some advisors may also be licensed insurance agents and earn commissions from insurance product sales.

Hudson Companies is a financial advisory firm that has been providing expert guidance and services to clients for over 25 years. With a focus on accountability and transparency, they help individuals and organizations achieve their financial goals. They have $500 million in assets under management and a team of 10 experienced advisors. This firm offers a comprehensive range of services including investment management, retirement planning, tax planning, and risk management. They also provide guidance in areas such as estate planning and charitable giving. Hudson Companies serves a diverse range of clients, including high net worth individuals, families, small businesses, and non-profit organizations. Their fees are transparent and based on a percentage of assets under management, as they operate on a fee-only basis. The firm is led by John Smith, a seasoned financial advisor with over 30 years of experience. As a registered investment advisor, they are required to disclose any potential conflicts of interest and disciplinary actions. Overall, Hudson Companies is committed to providing personalized solutions and transparent service to help clients achieve their financial goals.