Experts Reviews · Company report
Larchmont Wealth Management logoHow 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

Larchmont Wealth Management

New Rochelle, NY · Grade ALetter from the Experts Score: A = 80+, B = 60–79, C = 40–59, D = 20–39, F = under 20. · #4Position by Experts Score among all companies we track in this category. of 26 financial advisors · 5.0★ from 24 Google reviews

Report card

Percentile vs other financial advisors (100 = best)Each 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.

SatisfactionSatisfaction · 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 is better than 99% of financial advisors.A
99
ReliabilityReliability · 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 is better than 97% of financial advisors.A
97
Craft & serviceCraft & service · 0% of the scoreGoogle 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.Larchmont Wealth Management is better than —% of financial advisors.–
—
ValueValue · 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 is better than 100% of financial advisors.A
100
MomentumMomentum · 0% of the scorePenalises 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 is better than 100% of financial advisors.A
100
Replies to reviewsReplies 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.Larchmont Wealth Management is better than —% of financial advisors.–
—

Reviews for your job

Customers hired Larchmont Wealth Management for 1 kinds of job.

Larchmont Wealth Management for wealth management

Clear ✕
Jobs reviewedHow many Google reviews are tagged with this job.15
★ on this jobAverage stars on the reviews where the customer tagged this exact job (Google’s “Services” field).5.00
Usually paidThe price range customers picked most often for this job.—
Rank for this jobPosition of this company in the Job match ranking for this job among the companies we track.Its Job match: 96/100.How Job match is calculatedBuilt only from reviews Google tagged “Wealth management”:Stars on this job 55%Number of such jobs 25%Overall Experts Score 20%Stars are pulled toward the category average when a company has few tagged jobs, so 3 perfect reviews don’t beat 80 great ones. 4.3★ scores 0, 5.0★ scores full. Volume is compared with the busiest company for this job.#2 / 4
Said fairOf customers who rated the price, the share who chose “Great price” or “Reasonable” rather than “Overpriced”.100%

All 15 Google reviews tagged “Wealth management”

Jodi7 reviewsTotal 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 reviewsTotal 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 reviewsTotal 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 reviewsTotal 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…

Reasonable priceWealth management
Kara1 reviewTotal 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★★★★★

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…

Wealth management
Blake9 reviewsTotal 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. · 8 months ago★★★★★

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…

Great priceWealth management
David7 reviewsTotal 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. · 9 months ago★★★★★

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.

Reasonable priceWealth management
Gail7 reviewsTotal 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. · 10 months ago★★★★★

I’ve had an excellent experience working with Larchmont Wealth Management. Pat and his associates are knowledgeable, transparent, and always take the time to explain options clearly, making me feel confident in every decision. I truly appreciate their professionalism and commitment to acting in my best interest. I…

Wealth management
Foster6 reviewsTotal 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. · 10 months ago★★★★★

Excellent results and service. Pat along with his team provide a very personalized service with excellent communication. Very responsive to any questions or queries and always willing to get on a phone call or meeting. Very much recommend Larchmont Wealth Management. I was not paid for leaving this review. I have…

Reasonable priceWealth management
Claudio8 reviewsTotal 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. · 10 months ago★★★★★

Working with Pat Haggerty has been a genuinely positive experience for me. From the beginning, he took the time to really listen and understand what matters most to me, not just financially but personally as well. I never feel rushed or talked down to — Pat explains things clearly and is always available when I have…

Wealth management
Tyler1 reviewTotal 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. · 10 months ago★★★★★

I have nothing but excellent things to say. Pat and his staff at Larchmont Wealth Management have been great every step of the way. I went in there not knowing how to invest my money and he showed me many different options that would work for me. He was very intentive and responsive. He was very patient with me and…

Great priceWealth management
MichaelLocal Guide · 17 reviewsTotal 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. · 10 months ago★★★★★

I have been working with Pat Haggerty and the RBC Larchmont team for approximately two plus years. Pat’s knowledge and expertise has impressed me. Pat and his team are responsive, transparent and extremely thorough and helps guide you with investment strategies for your short and long term goals. Pat constantly…

Wealth management
Madeline6 reviewsTotal 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. · 10 months ago★★★★★

Pat Haggerty is focused on portfolio performance, withdrawal schedule and risk tolerance. In the case of two 529 accounts for my grandchildren, he took the time to bottom line potential growth by the time they reach college age. If requested, Pat will review investments held at other companies to assure that investment goals align.

Wealth management
Monica4 reviewsTotal 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. · 10 months ago★★★★★

Pat Haggerty does an awesome job of listening and taking into consideration all your concerns. He is extremely helpful when it comes to guiding me to pick the best investment options that align with my goals and lifestyle. He also finds ways to save me from paying too much tax. Couldn’t ask for a better advisor!

Great priceWealth management
steve4 reviewsTotal 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. · 10 months ago★★★★★

Thanks for ALL you're doing to get me in the best position for the next phase of my life. Much good fortune to you in 2026 Pat. Sincerely, Steven Pomponio

Great priceWealth management

Price

Not enough reviews with a price yet.

Price verdictsGoogle asks reviewers whether the price was great, reasonable or overpriced; these are their answers.

Great price 56%Reasonable 44%Overpriced 0%Not sure 0%

Jobs customers hired them for

JobReviewsCategory typical
Wealth management15—

Compare with