Best Financial Advisors in New Rochelle, NY

The 5 best-rated financial advisors in New Rochelle, NY average 5.0★ on Google across 320 reviews. Flynn Financial Partners, Ltd. has the top rating (5.0★), and Bankers Conseco Life Insurance Company has the most reviews (156). Updated October 26, 2026.

5 companies that meet our bar: rated 4.5★ or higher on Google, with a meaningful review history (320 reviews combined) and currently operating. Request a call back and the company will phone you directly.

Bankers Conseco Life Insurance Company logo
#1

Bankers Conseco Life Insurance Company

4.9 ★★★★★ · 156 Google reviews
Insurance agency · 271 North Ave #610, New Rochelle, NY 10801

“I'm impressed with how Bankers Life can take something as complicated as Medicare, and make it simple for me to understand. I feel I am in excellent hands with this knowledgable and caring group of people!” — Google review

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Flynn Financial Partners, Ltd. logo
#2

Flynn Financial Partners, Ltd.

5.0 ★★★★★ · 81 Google reviews
Financial planner · 56 Harrison St Ste 203, New Rochelle, NY 10801

“Family. Trust. Performance. No long winded review here. A relationship built on trust, into part of the family. Performance is displayed in the their work ethics. Why would you go to anyone else?” — Google review

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Settanni Financial logo
#3

Settanni Financial

5.0 ★★★★★ · 37 Google reviews
Financial consultant · 84 Business Park Dr #302, Armonk, NY 10504

“I am extremely well satisfied with Settanni Financial. The staff is attentive and responsive to any questions you have. Delighted that with their assistance my environmental concerns can be incorporated in my…” — Google review

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Larchmont Wealth Management logo
#4

Larchmont Wealth Management

5.0 ★★★★★ · 24 Google reviews
Financial planner · 1940 Palmer Ave, Larchmont, NY 10538

“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…” — Google review

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Masterpiece Accounting Services LLC logo
#5

Masterpiece Accounting Services LLC

5.0 ★★★★★ · 22 Google reviews
Accounting firm · 92 North Ave Suite 4, New Rochelle, NY 10801

“I highly recommend Ibanessa for tax preparation services. Her knowledge of tax law and attention to detail are outstanding! She took the time to understand my unique situation, identified tax-saving opportunities I…” — Google review

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How we pick financial advisors in New Rochelle

We scan Google Maps for financial advisor listings in and around New Rochelle, keep only open businesses whose main category matches the service, and require a Google rating of at least 4.5 from at least 20 reviews. Companies are ordered by a confidence-weighted score that balances rating and review volume. We do not accept payment for placement.

Frequently asked questions

Who is the highest-rated financial advisor in New Rochelle?

Flynn Financial Partners, Ltd. has the highest Google rating on our New Rochelle list: 5.0 out of 5 from 81 reviews (as of October 26, 2026).

Which financial advisor in New Rochelle has the most reviews?

Bankers Conseco Life Insurance Company has the most Google reviews among the companies listed here: 156, with a 4.9★ average.

How are these financial advisors chosen?

Only open New Rochelle-area businesses whose Google category matches the service, rated at least 4.5★ from at least 20 Google reviews. They are ordered by a confidence-weighted score of rating and review volume. Placement is never paid.

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