3 Best Financial Services in Yonkers, NY

Expert-recommended Top 3 Financial Services in Yonkers, NY. All of our financial services actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!

3+ YEARS IN TBR
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ANDYS ARIAS VASQUEZ

PRIMERICA
700 Nepperhan Avenue Building 1, Suite 302,
Yonkers, NY 10703 Directions

Since 2013

Specialty:

Retirement and Financial Planning Emergency Funds Long-Term Investment Mutual Funds Annuities Traditional and Roth IRA 403(b) and 403(b)(7) Plans College Savings Plan Asset Management Payroll Deduction Plans

"Andys Arias Vasquez is the Senior Vice President of Primerica. He wanted to help his neighbors and communities with their financial and life goals with a personalized investment strategy. His highest priority is to create value and peace of mind for his clients. He prides himself on providing excellent customer service to each person who walks through his office doors. He strives to treat each client the way he’d want to be treated, with respect and integrity. Primerica shows people how they can achieve a better financial future by helping them learn how money works. In addition, they provide support services for approximately 2.5 million client accounts and offer the best solutions to help families achieve their financial goals. They also offer Investment and Savings services for New York, Connecticut, Florida, Massachusetts, New Jersey, and Pennsylvania.

2026 Update: Primerica was recognized as TIME America's Best Financial Service in 2026."

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License #2473588

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EXPERT SOLUTIONS TAX AND FINANCIAL SERVICES ,INC

110 Lake Avenue,
Yonkers, NY 10703 Directions

Since 2005

Specialty:

Business Consulting Tax Management Accounting Income Tax Financial Planning Insurance Planning Consulting and Investment Management Needs Business Entity Selection Estate and Trust Tax Preparation Financial Analysis Financial Statements Retirement Planning Tax Preparation Medicare Planning

"Expert Solutions Tax and Financial Services, Inc is an independent full-service firm providing services and solutions for tax management, accounting, income tax, retirement planning, insurance, consulting, and wealth management needs. Their dedication to the highest standards of integrity, quality, and excellence in service, along with their specialized staff, spells the difference in their outstanding performance. Expert Solutions Tax & Financial Services Inc values the trust their clients place, which is evident in the long-term relationships cultivated throughout the years. They discuss destination and shine a spotlight across your organization to fully understand its people, processes, and technology.

2026 Update: Tony Silvestre is the President of Expert Solutions Tax & Financial Services Inc."

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License #26493673

Contact:

(914) 207-8860

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10+ YEARS IN TBR
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RIENAS & BROWN WEALTH MANAGEMENT

399 Knollwood Road, Suite 212,
Yonkers, NY 10603 Directions

Since 2011

Specialty:

Estate Planning Retirement Planning Strategies Insurance Family Finances Wealth Preservation Strategies Retirement Plan Distribution Tax Planning Strategies Estate Planning Strategies Annuities Long-term Planning Charitable Giving Life Insurance Cash Flow Management Strategies Investment Management Income Planning

"Rienas & Brown Wealth Management offers a breadth of knowledge, specialized advice, and ongoing dedication to exceptional service. They provide investment, asset allocation, and portfolio recommendations based on your individual goals and personal risk tolerance. They document your goals, meet regularly to review and analyze your progress, update your approach as life changes, and help you track your progress along the way. They are passionate about helping clients like you reach their financial goals. If you're interested in learning more about how Rienas & Brown Wealth Management can help you meet your financial goals, schedule a complimentary initial consultation. During the initial consultation, they will discuss your financial priorities and goals, how they can work together, the value they can provide, the costs associated if you decide to work with them, and next steps.

2026 Update: Rienas & Brown Wealth Management offers comprehensive virtual appointments."

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License CRD #6363

Contact:

(914) 237-5500

Mon-Fri: 8:30am - 5pm
Sat & Sun: Closed

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