new-york Date: 09-25-2025

Top 15 Financial Advisors in White Plains, NY

	Financial Advisor	Address
1	♠ Wealth Habits	5 Sage Ct, White Plains, NY 10605
2	♠ Jasmine Warner: Primerica - Financial Services	34 S Broadway # 512, White Plains, NY 10601
3	♠ Financial Tax Reports, LLP	65 Court St #5, White Plains, NY 10601
4	♠ Joshua Daniel Brown - Financial Advisor, Ameriprise Financial Services, LLC	399 Knollwood Rd Ste 212, White Plains, NY 10603
5	♠ Bank of America Financial Center	206 Main St, White Plains, NY 10601
6	♠ Merrill Lynch Wealth Management	360 Hamilton Ave 8th Floor, White Plains, NY 10601
7	♠ Craig Forbes - Prudential Financial	360 Hamilton Ave 9th Floor, White Plains, NY 10601
8	♠ Primerica Financial Services	188 E Post Rd, White Plains, NY 10601
9	♠ Shannon Woolery: Primerica - Financial Services	34 S Broadway # 512, White Plains, NY 10601
10	♠ Rienas & Brown Wealth Management	399 Knollwood Rd Ste 212, White Plains, NY 10603
11	♠ Jennings Financial Advisory Corp	214 Mamaroneck Ave, White Plains, NY 10601
12	♠ Seven Bridges Wealth Advisors - Ameriprise Financial Services, LLC	50 Main St Suite 1560, White Plains, NY 10606
13	♠ Fox Financial Services Inc	5 Waller Ave # 305, White Plains, NY 10601
14	♠ Prudential Financial	360 Hamilton Ave 9th Floor, White Plains, NY 10601
15	♠ Keystone Financial Advisors	50 Main St Apartment 1000, White Plains, NY 10606

1.Wealth Habits

Address: 5 Sage Ct, White Plains, NY 10605

images Wealth Habits

(9) user ratings total:

Daniel Hillman I’ve had an excellent experience with Gabriel Kaplan at Wealth Habits and have appreciated his sound investment and financial planning advice over the past decade. Gabriel is truly attentive to my needs, fully informs me of key considerations for each proposed strategy and is otherwise a highly reliable and thoughtful professional. I would recommend him to anyone who is looking to build wealth and gain peace of mind in their financial / investment planning.

5 /5

2.Jasmine Warner: Primerica - Financial Services

Address: 34 S Broadway # 512, White Plains, NY 10601

(7) user ratings total:

Minerva valentin I love their professionalism and their service for the customer Mona was amazing and she made me feel comfortable

5 /5

3.Financial Tax Reports, LLP

Address: 65 Court St #5, White Plains, NY 10601

(4) user ratings total:

Gabrielle GottiKash Amazing service complete help with I didnt understand

5 /5

4.Joshua Daniel Brown - Financial Advisor, Ameriprise Financial Services, LLC

Address: 399 Knollwood Rd Ste 212, White Plains, NY 10603

(4) user ratings total:

Marla Alt These are people who can trust, josh and his team are top notch professionals and truly go the extra mile for all their clients .

5 /5

5.Bank of America Financial Center

Address: 206 Main St, White Plains, NY 10601

(37) user ratings total:

Isolina Rivera Thanks very much to Mr. Julio Davila!, it was a excellent service, he is very kind and helpful. He was very professional answering our questions and worries about opening a new account for my daughter.

5 /5

6.Merrill Lynch Wealth Management

Address: 360 Hamilton Ave 8th Floor, White Plains, NY 10601

(3) user ratings total:

Theodore Karabetsos Nice customer service and kind employees

5 /5

7.Craig Forbes - Prudential Financial

Address: 360 Hamilton Ave 9th Floor, White Plains, NY 10601

(3) user ratings total:

Tessa Tookes A true joy to work with for my whole family, and we’re talking generations here! So grateful for his empathy, compassion, and ability to chat through complex scenarios for the financially illiterate (me).

5 /5

8.Primerica Financial Services

Address: 188 E Post Rd, White Plains, NY 10601

(2) user ratings total:

ANTHONY PIZZUTO WE DO WHAT IS RIGHT FOR THE FAMILY!!!!!!!!!!

5 /5

9.Shannon Woolery: Primerica - Financial Services

Address: 34 S Broadway # 512, White Plains, NY 10601

(2) user ratings total:

Sasha Bowden My agent Mrs. Diedrick-Smith, was helpful in assisting me with choosing a coverage that was with in my means and needs. She explained everything throughly until I understood every aspect of the coverage I was getting. Know I sleep better at nights knowing that me and my children are covered in case anything happens. Book an appointment with her you won’t regret it.

5 /5

10.Rienas & Brown Wealth Management

Address: 399 Knollwood Rd Ste 212, White Plains, NY 10603

images Rienas & Brown Wealth Management

(19) user ratings total:

Denise Fowler Have been with Rienas & Brown for the past 6 years. They are resourceful and very attentive to all my financial needs. They have a great team, very knowledgeable. I completely trust them with all my financial needs. Rienas & Brown are just the Best!

5 /5

11.Jennings Financial Advisory Corp

Address: 214 Mamaroneck Ave, White Plains, NY 10601

(13) user ratings total:

Natan Felipe Very Professional ! The staff were great and very helpful. Strongly recommended

5 /5

12.Seven Bridges Wealth Advisors - Ameriprise Financial Services, LLC

Address: 50 Main St Suite 1560, White Plains, NY 10606

13.Fox Financial Services Inc

Address: 5 Waller Ave # 305, White Plains, NY 10601

(1) user ratings total:

Marc Goodman Dimensional Investment solutions that matched my risk tolerance. I loved Andrew’s analogy that my life previous investment strategy was like playing football without a helmet and never knew.

5 /5