Google reviewers rate Larchmont Wealth Management five stars based on twenty-four reviews, with the owner responding to all comments. Clients describe personalized financial planning services, including retirement strategies, tax planning, and portfolio management. Recurring themes highlight clear communication, responsiveness to questions, and patience during consultations. Reviewers note that the firm addresses specific family needs, such as college funding and risk tolerance, while maintaining transparency and acting in the client's best interest. No common criticisms appear in the provided excerpts.
Google rating: 5.0 out of 5 from 24 reviews (100% five-star).
Reviews on this page: 24 Google reviews (24 with written comments).
Owner responses: the business replied to 100% of reviews.
Most recent review: June 16, 2026.
Service: Financial Advisor serving New Rochelle, New York.
Data from Google, last updated October 26, 2026.
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Customer reviews
5.0
★★★★★
24 reviews on Google
5★24
4★0
3★0
2★0
1★0
Reviews from Google, shown as published (original wording, unedited).
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STACEY SANDERS4 reviews
★★★★★
Working with Pat H. @ Larchmont Wealth Management has been the best decision I’ve made. He has guided me with creating a retirement plan that is achievable & realistic. I highly recommend this company for anyone looking for a knowledgeable and caring financial planner.
Response from the owner · 4 months ago
Stacey, thank you so much. That really means a lot to me! I’m grateful you trusted me to help with something this important, and I’m really happy the plan feels clear, realistic, and doable. I appreciate you taking the time to say this more than you know.
-Pat
I recommend Larchmont Wealth Management and Patrick Haggerty to all my friends without hesitation. When my husband died, two-thirds of my family's income disappeared. Pat developed a financial plan based on my specific needs and tolerance for risk. I have the means to care for my son now while at the same time having peace-of-mind for our future. I could not have hoped for a more trustworthy and knowledgeable financial adviser who has now also become a friend.
Response from the owner · 4 months ago
Amy, thank you so much for these incredibly kind and considerate words. It has been a real privilege to work with you through such an important chapter of your life.
My goal has always been to help you feel confident, supported, and secure in the decisions ahead, so it means a great deal to know that the planning has given you peace of mind.
And the friendship part means a lot to me as well. I care deeply about the families I work with, and I’m grateful for the trust you’ve placed in me over the years. Thank you again for the thoughtful review and for recommending us to your friends.
-Pat
I continue to have great experiences working with Pat! He is knowledgeable, trustworthy, and took the time to explain everything clearly. His guidance helped me feel more confident and organized with my finances. I highly recommend his services to anyone looking for reliable financial support and advice.
Price assessment: Great price
Services: Wealth management
Response from the owner · 4 months ago
Jodi, thank you so much for your kind words. It truly means a lot coming from you. I’m so glad I could help you feel more confident and organized with your finances. It’s always a pleasure working with you, and I really appreciate your trust and recommendation!
Grateful to have been working with Pat over the years. He is proactive and has done an amazing job managing my portfolio.
Price assessment: Reasonable price
Services: Wealth management
Response from the owner · 4 months ago
Thank you so much for the kind words Vanessa. Helping clients stay organized, informed, and confident about their financial future is always the goal, so this really means a lot. I truly appreciate the trust over the years and look forward to continuing to help however I can!
Pat and Jess have always been responsive to my needs, questions, and concerns. From trust issues, grandchildren’s college payments, to investment strategies. highly recommended.
Services: Tax planning, Wealth management
Response from the owner · 4 months ago
Thank you Ron, I really appreciate you taking the time to write this. We are grateful for the trust and it’s been a pleasure helping with the different pieces of your planning, from investments to family and college planning. I really appreciate the recommendation.
I’ve had a great experience working with Pat and Zach who made the transition from a larger bank feel incredibly smooth, and the entire team has been professional, responsive, and easy to work with. Really appreciate the personalized approach and attention throughout the process.
I am a current client of Pat Haggerty and I was not paid to leave this review!
Price assessment: Reasonable price
Services: Wealth management
Response from the owner · 5 months ago
Thank you Sam, very much appreciate you taking the time to write this. We’re grateful for the trust, and glad the transition process felt smooth from start to finish. Looking forward to working together for many years ahead!
We have found Pat and his team to be professional, knowledgeable, attentive and caring. He has always listened to our concerns and acted quickly to resolve any questions we had. We consider Pat to be our friend as well as our financial advisor. Speaking to Pat is easy and comfortable. We have recommended Pat and his team to our relatives and friends. We have full confidence in Larchmont Wealth Management.
Services: Wealth management
Response from the owner · 5 months ago
Thank you so much Kara, this really means a lot to me and our whole team. I’m glad you feel comfortable reaching out and that we’ve been able to help when you’ve needed it. I value the trust you’ve put in us, and there’s no bigger compliment than recommending us to your family and friends. I’m always here for you and John anytime.
-Pat
Pat from Larchmont Wealth has been in my corner for the last half-decade and has always been incredibly communicative and resourceful when it comes to long term investment and tax planning. A trusted colleague and reliable professional, he is my first recommendation to anyone exploring financial management. Excited to keep working with Larchmont Wealth!
(I was not paid for leaving this review. I have no conflict of interest in this relationship. I am a current client of Pat Haggerty.)
Response from the owner · 4 months ago
Thank you Mark, I really appreciate this. It’s been great working together over the years and I’m grateful for the trust you’ve placed in us with such important decisions around your investments and long term planning.
One thing we always try to focus on is being available, proactive, and helping clients think through the bigger picture; not just managing accounts. Excited to keep building together and truly appreciate the recommendation.
I’ve known Pat for a long time, and having a close friend I can trust implicitly with my finances makes all the difference in the world. What really stands out about Larchmont Wealth Management is that Pat always gives me honest advice that truly benefits my future rather than his own pocket. He is incredibly generous with his time, always willing to jump on a call or grab coffee whenever I need some guidance or just want to talk through a big decision. It’s rare to find that level of genuine care and availability, and it gives me a ton of peace of mind knowing he’s in my corner.
I was not paid for leaving this review. I have no conflict of interest in this relationship. I am a current client of Pat Haggerty
Price assessment: Great price
Services: Wealth management
Response from the owner · 8 months ago
Blake, this truly means a lot to me. We’ve known each other a long time; from weekends spent cruising around and pool parties back in the SAS era to where we are now; and having a lifelong friend place this level of trust in me is something I don't take lightly. I’m grateful for the friendship first and always, and I appreciate you taking the time to write this. Being able to catch up together and talk through big decisions with someone who’s been part of my life for so long is extremely meaningful. Thanks for being in my corner all these years.
-Pat
I find Pat to be an excellent partner as we strive to make considered decisions about our financial future. Total return is important but understanding risk and a clear idea of objectives is essential as well.
Price assessment: Reasonable price
Services: Wealth management
Response from the owner · 9 months ago
Thank you, David. I appreciate you taking the time to write this and for the trust you place in me. Focusing on risk, objectives, and making well considered decisions is exactly how I approach the work, and I value the opportunity to partner with you on it.
