24/7 Available · Mount Vernon
24-Hour Financial Advisors in Mount Vernon, NY — Always Available
Emergencies don't keep business hours. These financial advisors in Mount Vernon are available 24 hours a day, 7 days a week — including holidays.
As of June 2026, RatingsNearMe ranks 14 financial advisors in Mount Vernon, NY by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Sunstone Financial Group with a 5.0-star rating from 210 Google reviews and an RNM Score of 87/100. Also in the top tier: The SKG Team at Barnum Financial Group and Countryside Financial LLC - Abbey Gwin, CERTIFIED FINANCIAL PLANNER®. The average rating across all listed financial advisors in Mount Vernon is 5 stars from 23 reviews per business on average.
Financial advisors in Mount Vernon typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated June 10, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Best Overall
Capital Preservation Partners
Capital Preservation Partners stands out as the top-ranked financial advisor in Mount Vernon due to its strong reputation for wealth preservation and client-focused strategies.
Most Reviewed
Edward Jones - Financial Advisor: Timothy U Price, CEPA®|AAMS®|CKA®
A high number of reviews often indicates a larger client base and greater community trust, which can be helpful when evaluating an advisor's reliability and service consistency.
When choosing a financial advisor in Mount Vernon, consider both the advisor's credentials and the number of client reviews to gauge experience and satisfaction, and always schedule an initial consultation to ensure their approach aligns with your financial goals.
Local Market Snapshot
14
Businesses listed
5★
Avg rating
23
Avg reviews
Jun 10, 2026
Last updated
Top Rated Financial Advisors
Trusted by hundreds of clients with a perfect 5.0-star rating.
243 Hartford Turnpike, Vernon, CT 06066, USAA 5.0-star Mount Vernon financial advisor trusted across 66 client reviews.
565 Taxter Rd #625, Elmsford, NY 10523, USA5.0-star rating from 19 reviews, reflecting exceptional client satisfaction.
8600 Main St Suite 1, Williamsville, NY 14221, USAFinancial Advisors Rankings in Mount Vernon, NY
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Sunstone Financial Group243 Hartford Turnpike, Vernon, CT 06066, USA | 5.0★ | 210 |
| #2 | The SKG Team at Barnum Financial Group565 Taxter Rd #625, Elmsford, NY 10523, USA | 5.0★ | 66 |
| #3 | Countryside Financial LLC - Abbey Gwin, CERTIFIED FINANCIAL PLANNER®8600 Main St Suite 1, Williamsville, NY 14221, USA | 5.0★ | 19 |
| #4 | White Plains Financial Services705 E 227th St, Bronx, NY 10466, USA | 5.0★ | 1 |
| #5 | ETEXfinancial, Inc203 N Kaufman St N, Mt Vernon, TX 75457, USA | 5.0★ | 1 |
| #6 | Capital Preservation Partners55 Pondfield Rd, Bronxville, NY 10708, USA | 5.0★ | 6 |
| #7 | Westchester Financial Planning - Russell E. Glickstern, CFP®280 N Bedford Rd Suite 205, Mt Kisco, NY 10549, USA | 5.0★ | 12 |
| #8 | Morgan Stanley Financial Advisors493 Chestnut St, Oneonta, NY 13820, USA | 5.0★ | 3 |
| #9 | Edward Jones - Financial Advisor: Timothy U Price, CEPA®|AAMS®|CKA®1616 N 18th St #140, Mount Vernon, WA 98273, USA | 5.0★ | 2 |
| #10 | mount vernon capital advisors31 W 34th St., New York, NY 10001, USA | 4.5★ | 2 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Mount Vernon
Rated 5.0 stars from a handful of Google reviews in Mount Vernon.
705 E 227th St, Bronx, NY 10466, USA
Exceptionally rated 5.0 stars by clients in Mount Vernon, NY.
203 N Kaufman St N, Mt Vernon, TX 75457, USA
5.0 stars from 6 reviews, reflecting exceptional client satisfaction.
55 Pondfield Rd, Bronxville, NY 10708, USA
Exceptional 5.0-star rating from 12 Google reviews in Mount Vernon.
280 N Bedford Rd Suite 205, Mt Kisco, NY 10549, USA
5.0★ average rating from a few Google reviews for a Mount Vernon advisor.
493 Chestnut St, Oneonta, NY 13820, USA
5.0-star rating from 2 Google reviews for a Mount Vernon financial advisor.
1616 N 18th St #140, Mount Vernon, WA 98273, USA
Rated 4.5 stars from 2 Google reviews, offering trusted financial guidance locally.
31 W 34th St., New York, NY 10001, USA
Exceptional 5.0-star rating based on a small number of Google reviews.
325 E George Hopper Rd STE 202, Burlington, WA 98233, USA
Rated 5.0 stars from 1 Google review, reflecting exceptional client satisfaction.
400 Broadhollow Rd # 200, Melville, NY 11747, USA
Exceptional 5.0-star rating based on initial client reviews.
8111 Douglas Ave #900, Dallas, TX 75225, USA
Rated 5.0 stars based on a small number of Google reviews.
404 Glen Cove Ave Suite 100, Sea Cliff, NY 11579, USA
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Financial Advisors in Mount Vernon, NY — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Sunstone Financial Group | 87/100 | 5.0 ★ | 210 |
| 2 | The SKG Team at Barnum Financial Group | 81/100 | 5.0 ★ | 66 |
| 3 | Countryside Financial LLC - Abbey Gwin, CERTIFIED FINANCIAL PLANNER® | 75/100 | 5.0 ★ | 19 |
| 4 | White Plains Financial Services | 62/100 | 5.0 ★ | 1 |
| 5 | ETEXfinancial, Inc | 62/100 | 5.0 ★ | 1 |
| 6 | Capital Preservation Partners | 69/100 | 5.0 ★ | 6 |
| 7 | Westchester Financial Planning - Russell E. Glickstern, CFP® | 72/100 | 5.0 ★ | 12 |
| 8 | Morgan Stanley Financial Advisors | 66/100 | 5.0 ★ | 3 |
| 9 | Edward Jones - Financial Advisor: Timothy U Price, CEPA®|AAMS®|CKA® | 64/100 | 5.0 ★ | 2 |
| 10 | mount vernon capital advisors | 56/100 | 4.5 ★ | 2 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · June 2026
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Frequently Asked Questions — Financial Advisors in Mount Vernon
What is a fiduciary financial advisor and why does it matter in Mount Vernon?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Mount Vernon, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Mount Vernon?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: June 10, 2026.
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