Lugo FinancialFinancial advisor in Jefferson Valley-Yorktown, NY

Lugo Financial is a financial advisor at Crossroads Plaza, 57 US-6 Suite 203 A, Baldwin Place, NY 10505, ranked #40 of 193 financial advisors in Jefferson Valley-Yorktown and rated 5.0 from 3 Google reviews.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Jefferson Valley-Yorktown, NYUpdated November 9, 20260 paid placements in any rankingHow we rank

Call (914) 331-4151 Website ↗

Key facts

Key facts about Lugo Financial
Address	Crossroads Plaza, 57 US-6 Suite 203 A, Baldwin Place, NY 10505, Jefferson Valley-Yorktown, NYGet directions
Phone	(914) 331-4151
Website	lugofinancial.com
Google rating	5.0 from 3 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Financial Advisorsmain specialtyGoogle main category
Financial PlannersGoogle main category

Service area

Serves Jefferson Valley-Yorktown and 11 towns within 25 miles: Peekskill, Mount Kisco, Ossining, Stony Point, Haverstraw, North Castle, West Haverstraw, Beacon, Newburgh, Woodbury and New City.

Based in Jefferson Valley-Yorktown, NYView on map

Questions about Lugo Financial

How is Lugo Financial ranked in Jefferson Valley-Yorktown?

Lugo Financial is ranked #40 of 193 financial advisors in Jefferson Valley-Yorktown by RFA Score, with 66 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What areas does Lugo Financial serve?

Serves Jefferson Valley-Yorktown and 11 towns within 25 miles: Peekskill, Mount Kisco, Ossining, Stony Point, Haverstraw, North Castle, West Haverstraw, Beacon, Newburgh, Woodbury and New City. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Lugo Financial?

Lugo Financial has a rating of 5.0 from 3 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Lugo Financial?

Call Lugo Financial on (914) 331-4151. The business is at Crossroads Plaza, 57 US-6 Suite 203 A, Baldwin Place, NY 10505, Jefferson Valley-Yorktown, NY. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Lugo Financial compared with nearby businesses
Business	Rank	RFA Score	Google rating	Saturday	Sunday	Distance away
Lugo Financial (this business)	—	66	5.0 (3)	—	—
Bank of America (with Drive-thru ATM)	#38	66	3.0 (36)	Yes	No	4.6 mi
Carminucci Wealth Management and Financial Services	#39	66	5.0 (3)	No	No	5.2 mi
Wealth Enhancement Group - Doug Kuring	#41	66	5.0 (14)	No	No	13.2 mi

See all 193 ranked financial advisors in Jefferson Valley-Yorktown