Financial planner · New Rochelle, NY · reviewed since 2024
iHow the Experts Score is calculatedEach factor is scored 0–100 on absolute terms (standing in the category can only raise it), then weighted; problems flagged in review highlights or a recent slide in ratings are subtracted:Satisfaction 59%99+58.1Reliability 26%97+25.3Value 15%100+15.2Experts Score= 99Not enough data for replies to reviews; its weight is shared by the others.Grade A: A = 80+, B = 60–79, C = 40–59, D = 20–39. Needs 10+ reviews.99SCORE
AGradeiLetter from the Experts Score: A = 80+, B = 60–79, C = 40–59, D = 20–39, F = under 20.
#4 of 26 financial advisorsiPosition by Experts Score among all companies we track in this category. · better than 88%
5.0★★★★★24 Google reviews · 19 photos
100%five-star reviews
5.00★last 12 monthsiAverage stars on reviews from the last 12 months only.
0%1–2★ in 2 yearsiShare of 1–2★ reviews in the last 24 months — or the 20 newest reviews when the company had fewer than 20 in that time.
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.
Score profile vs other financial advisors
Score per factor (100 = best)iEach factor is scored 0–100 on absolute terms (star average, share of 1–2★ reviews, price verdicts…); standing within the category can only raise it, never lower it.. Strongest: value and momentum; weakest: reliability.
Larchmont Wealth ManagementFinancial Advisors median0 = centre, 100 = best
SatisfactioniSatisfaction · 54% of the scoreRecency-weighted star average (2-year half-life), shrunk toward the category mean by review volume; the company’s own lifetime average as the prior; absolute: 4.0★ = 0, 5★ = 100.Larchmont Wealth Management: 99/100 on this factor. Category median: 97.A
99
ReliabilityiReliability · 24% of the scoreHow rarely jobs go badly: share of 1–2★ reviews — 60% the last 24 months (or the 20 newest if fewer), 40% all-time; 0% = 100, 15%+ = 0; the category percentile can only raise it.Larchmont Wealth Management: 97/100 on this factor. Category median: 97.A
97
Craft & serviceiCraft & service · penalty only, up to −10 pointsGoogle review highlights: Quality, Professionalism, Responsiveness, Punctuality — how rarely reviewers flag them as a negative, per review since highlights began; 0% = 100, 5%+ = 0. Subtracted from the score (up to −10), never averaged in — clean highlights are the norm, not a bonus.Not enough reviews for this factor yet. Category median: 100.–
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ValueiValue · 14% of the scoreCustomers’ own price verdicts (Great / Reasonable vs Overpriced) and Value highlights; 65% absolute (all “reasonable” ≈ 80, “great” = 100), the category percentile can only raise it.Larchmont Wealth Management: 100/100 on this factor. Category median: 100.A
100
MomentumiMomentum · penalty only, up to −10 pointsPenalises only a real slide: last-12-month average below lifetime (−0.5★ = 0). Still 4.8★+ over the last year, or steady/improving = 100. Subtracted from the score (up to −10), never averaged in.Larchmont Wealth Management: 100/100 on this factor. Category median: 100.A
100
Replies to reviewsiReplies to reviews · 7% of the scoreHow often the owner publicly replies to reviews under 5★ (1–4★). Needs 3+ such reviews, otherwise not counted; 65% absolute (80%+ replied = 100), the category percentile can only raise it.Not enough reviews for this factor yet. Category median: 45.–
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Bar = this company · dark tick = category median.
Star ratings
24 Google reviews we collected
5.0of 5
5 stars24100%
4 stars00%
3 stars00%
2 stars00%
1 star00%
Praise vs complaints
Phrases our text analysis found in 24 written reviews
100%praise
Praise55100%
Complaints00%
PriceiGoogle asks reviewers whether the price was great, reasonable or overpriced; these are their answers.
Price verdicts customers left with their Google review
100%fair
Great price556%
Reasonable444%
Overpriced00%
Not sure00%
Topic share
How often each topic comes up in the written reviews
6topics
Staff & attitude1425%
Honesty & trust1324%
Communication916%
Would recommend713%
Quality & results611%
Speed & response611%
What customers talk about
We read 24 written reviews and marked every phrase about these topics. The same colors are highlighted in the reviews.
“I highly recommend this company for anyone looking for a knowledgeable and caring financial planner.”
“I could not have hoped for a more trustworthy and knowledgeable financial adviser who has now also become a friend.”
“He is knowledgeable, trustworthy, and took the time to explain everything clearly.”
“I recommend Larchmont Wealth Management and Patrick Haggerty to all my friends without hesitation.”
“He is proactive and has done an amazing job managing my portfolio.”
“Pat and Jess have always been responsive to my needs, questions, and concerns.”
People customers mention
Haggerty14 reviews
Pat13 reviews
praise complaint · found by our text analysis, Google review wording unchanged.
Reviews for your job
Customers hired Larchmont Wealth Management for 1 kind of job. Pick one to see what they paid and said.
STACEY4 reviewsiTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · 4 months ago★★★★★
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.
Amy8 reviewsiTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · 4 months ago★★★★★
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…
Jodi7 reviewsiTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · 4 months ago★★★★★
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.
Great priceWealth management
Vanessa4 reviewsiTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · 4 months ago★★★★★
Grateful to have been working with Pat over the years. He is proactive and has done an amazing job managing my portfolio.
Reasonable priceWealth management
ron2 reviewsiTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · 4 months ago★★★★★
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.
Tax planningWealth management
SamanthaLocal Guide · 12 reviewsiTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · 5 months ago★★★★★
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…
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
Amy Gabrielle8 reviewsiTotal number of Google reviews Amy has written across all businesses on Google Maps, not just this one.
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
Jodi Mayerman7 reviewsiTotal number of Google reviews Jodi has written across all businesses on Google Maps, not just this one.
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!
Vanessa Costanza4 reviewsiTotal number of Google reviews Vanessa has written across all businesses on Google Maps, not just this one.
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!
ron bergeron2 reviewsiTotal number of Google reviews ron has written across all businesses on Google Maps, not just this one.
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.
Samantha SchwartzLocal Guide · 12 reviewsiTotal number of Google reviews Samantha has written across all businesses on Google Maps, not just this one.
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!
Kara Caparelli1 reviewiTotal number of Google reviews Kara has written across all businesses on Google Maps, not just this one.
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
Mark Supik5 reviewsiTotal number of Google reviews Mark has written across all businesses on Google Maps, not just this one.
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.
Blake Bowlin9 reviewsiTotal number of Google reviews Blake has written across all businesses on Google Maps, not just this one.
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
David Schweitzer7 reviewsiTotal number of Google reviews David has written across all businesses on Google Maps, not just this one.
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.
