Newhouse Financial and Insurance Brokers

As a fee-only fiduciary, we provide clients with what matters most to them: independent and insightful holistic advice, tailored financial plans and transparent investment management designed to protect and advance their wealth, goals and values through all life stages. Oxler Privat Wealth serves clients in both Manhattan and Rye Brook, NY.

Beacon Financial Advisors, located in Port Chester, NY, is an independent Registered Investment Advisor led by a father-son team dedicated to providing tailored financial guidance to entrepreneurs and executives. Emphasizing integrity and personal attention, they prioritize clients' best interests over external incentives often associated with traditional financial institutions. Specializing in comprehensive financial planning, Beacon Financial Advisors assists executives in managing retirement plans, stock options, and corporate benefits, while offering entrepreneurs strategic support in risk management and succession planning. Their commitment to helping clients navigate complex financial decisions ensures a confident approach to achieving financial goals. Generated from the website

Park Avenue Securities, based in Portchester, NY, is a trusted destination for wealth management, offering clients tools and resources designed to help them navigate their financial futures confidently. By focusing on clients' individual needs, the company provides a range of financial solutions through experienced professionals who prioritize objective wealth management and simplicity in technology. The firm has garnered recognition as a DALBAR Financial Intermediary Award winner for seven consecutive years, demonstrating its commitment to financial wellness and client success. Clients are encouraged to engage with knowledgeable financial professionals, helping them build tailored investment strategies, achieve capital preservation, and enhance their overall financial well-being. Generated from the website