Financial advisors in Valhalla, NY

12 financial advisors listed in Valhalla, New York. 10 with a phone number and 12 with a website.

Valhalla accounts for 0% of the financial advisors listed in New York and ranks #111 among New York cities for financial advisors.

Quick answer

Valhalla, NY has 12 financial advisors listed on USA Business Search. 10 list a phone number and 12 list a website. The most listings are in ZIP codes 10595.

Updated October 2026

Summit Lake Financial Management Group

100 Summit Lake Dr, Valhalla, NY 10595 · Claim or fix

Call (914) 747-0200 Website Map

Westchester Benefit Group, Inc.

500 Summit Lake Dr Ste 120, Valhalla, NY 10595 · Claim or fix

Call (914) 747-5100 Website Map

QuantumView Wealth Management - Raymond James

200 Summit Lake Drive Ste 360, Valhalla, NY 10595 · Claim or fix

Call (914) 236-1200 Website Map

Jak Cukaj

200 Summit Lake Dr, Valhalla, NY 10595 · Claim or fix

Call (914) 236-1200 Website Map

Charles Camilleri - Ameriprise Financial Services, LLC

200 Summit Lake Dr, Ste 210, Valhalla, NY 10595 · Claim or fix

Call (914) 236-1200 Website Map

Lucy Labs Cryptofinance

400 Columbus Ave Ste 157e, Valhalla, NY 10595 · Claim or fix

Website Map

Ameriprise Financial Advisors - B.t. Bowler & Associates

100 Summit Lake Dr, Valhalla, NY 10595 · Claim or fix

Call (914) 747-0200 Website Map

David M Kleiner - Ameriprise Financial Services

400 Columbus Ave Ste 20s, Valhalla, NY 10595 · Claim or fix

Call (914) 984-7100 Website Map

Kstone Partners Llc

500 Summit Lake Dr, Valhalla, NY 10595 · Claim or fix

Website Map

The David J. Yvars Group

400 Columbus Ave, Valhalla, NY 10595 · Claim or fix

Call (914) 741-9700 Website Map

Tom Giuliante & John Renda - Prudential Financial

420 Columbus Ave Ste 310, Valhalla, NY 10595 · Claim or fix

Call (914) 579-2233 Website Map

Westchester Capital Management

100 Summit Lake Dr Ste 201, Valhalla, NY 10595 · Claim or fix

Call (914) 741-5600 Website Map

How to choose a financial advisor in Valhalla

Ask how they are paid: fees, commissions or both.
Check licenses and any disciplinary history before you hand over money.
Get every quote or recommendation in writing.

Check the license: FINRA BrokerCheck.

Common questions

How many financial advisors are listed in Valhalla, New York?

USA Business Search shows 12 financial advisors in Valhalla. 10 list a phone number and 12 list a website.

Which ZIP codes do these listings cover?

They include ZIP codes 10595.

How do I choose a financial advisor in Valhalla?

Ask how they are paid: fees, commissions or both. Check licenses and any disciplinary history before you hand over money. Check the license with the FINRA BrokerCheck.

How do financial advisors in Valhalla compare with the rest of New York?

Valhalla has 0% of the 13,179 financial advisors listed in New York, which ranks #111 among New York cities for this category.

How do I add or fix a listing?

Listings are free. Use Add your business, or the Claim or fix link on any listing.

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