Best Financial Advisors in Mount Vernon

Find top-rated local financial advisors who can help you achieve your financial goals with personalized strategies and expert guidance.

Find an Advisor Estimated Advisor Fees
60+
Advisors
4.7/5.0
Average Rating

Mount Vernon Financial Landscape

Mount Vernon serves as a suburban hub within the New York metropolitan area, providing access to urban amenities while maintaining a residential feel. The economy is supported by retail, healthcare, and education sectors.

Major industries
Retail, Healthcare, Education
Population
68.2K (metro: 19.9M)
Median household income
$61,000
Unique needs
Mount Vernon requires tailored financial strategies to address its diverse population and economic landscape.
Market Insights
Economic Growth
According to BEA (2023), Mount Vernon has shown steady economic growth, driven by local retail and healthcare sectors.
Wealth Demographics
According to Census (2023), the median income in Mount Vernon is $61,000, reflecting a diverse economic base.
Advisor Specializations
Based on BLS (2023), financial advisors in Mount Vernon increasingly specialize in retirement planning and real estate investment.
Local Considerations
Cost of Living
According to BLS (2024), the cost of living in Mount Vernon is slightly above the national average, driven by housing and transportation costs.
Real Estate Market
According to Zillow (2024), the Mount Vernon real estate market is competitive, with home prices rising due to demand and limited inventory.
Business Environment
According to Fortune (2024), Mount Vernon offers a supportive business environment with various incentives for small businesses and startups.

Top 5 Financial Advisors in Mount Vernon

LPL Financial, Peter Sclavo CERTIFIED FINANCIAL PLANNER , CHARTERED LIFE UNDERWRITER , ENROLLED AGENT.
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Sara A Mankins
★ ★ ★ ★ ★ 5
Nunez Wealth Management Inc
★ ★ ★ ★ ★ 5
White Plains Financial Services
★ ★ ★ ★ ★ 5
Mahichand Paryag: Primerica - Financial Services
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Mount Vernon, consider these essential factors

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Fiduciary Standard
Prioritize advisors who commit to acting as fiduciaries 100% of the time, legally obligating them to put your interests first.
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Mount Vernon-Specific Expertise
For Mount Vernon residents working in Retail, Healthcare, Education, consider advisors with specific experience in your industry's unique compensation and benefit structures.
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Fee Structure Transparency
Understand how your advisor is compensated—whether through fees, commissions, or a combination—and how this might influence their recommendations.
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Credentials
Seek advisors with recognized credentials such as CFP®, CFA, or ChFC designations, indicating advanced training and ethical standards.
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Communication Style
Choose an advisor whose communication approach matches your preferences regarding frequency, detail, and method of interaction.
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Risk Management Focus
Mount Vernon's reliance on retail and healthcare poses economic risks; real estate prices may face volatility. Prepare for flooding and diversify investments to mitigate risks.

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