Laura I. Rotter, CFA, CFP™, MBA, Financial Advisor - White Plains, NY - Harrison, New York

Gary B.

One of the things my wife and I are grateful for this holiday season is having met with Laura for the first time back in 2018. Over the years she has helped us get our financial lives in order. Each time we meet we cover new topics and opportunities to tweak our investments and guide us toward a comfortable retirement. She understands our risk tolerance and has our portfolio well balanced. Laura also has valuable connections to help with other aspects of our lives such as preparing a will, and health care proxies. We highly recommend her!

Katy K.

Several years ago, my husband and I realized that we neither had the expertise nor interest in managing our retirement investments as retirement was approaching. After an extensive search for an impartial financial advisor, we both agreed on Laura Rotter. It was not just her financial expertise that won us over, but her focus on our whole financial life and individual well being. It's the smartest decision we ever made. Not only has she impressively improved our financial situation, but she has guided us through a budgeting process, all insurance needs, getting our estate planning in order, and even helped us find an organizer for our house. Her approach is holistic, and her guidance has been more than generous. She has provided calm during financial storms. More than anything, she has provided us peace of mind, which has been priceless. We highly recommend her!

Deborah M.

Laura Rotter offers a blend of sound financial counseling with a wealth of financial experience in investing. She plans for a continued relationship as you move through life’s challenges. She is responsive to family dynamics, and offers sound advice and counsel when called for. Our family highly recommends her services at True Abundance.

Guess W.

Am I ready to retire? That is the question that led to my retaining Laura Rotter as my Certified Financial Planner a couple years ago. Sure, there are plenty of online retirement calculators out there, but retirement is about more than finances. What are my values? What am I going to do from now on? Even from a purely financial perspective, how do I manage my money? How do I make sound investments that reflect my values? What kind of risk is acceptable to me and how much can I tolerate? Laura helped me answer these questions. The answer to that first question: Yes, I was in great shape to retire—and have done so.

Over our first few months of working together, she helped me assess my financial health, of course, and set up and manages my investment portfolio. She also referred me to insurance (including long-term care) and estate-planning professionals so that I can preserve and protect that financial health. Laura now meets with me on a quarterly basis for review and updated planning.

With my finances taken care of, I almost feel like I'm living my youth again. Among other things, I can realistically contemplate how much I want to travel and where, whether to live elsewhere entirely or part of the year, or whether I want to go back to school. There's also volunteering, of course. I am pursuing my dreams, some of which I had forgotten until now. Barring an unforeseeable catastrophe, I need never concern myself with having to work for money again.

Laura has helped me set out on this final stage of my life's journey with peace of mind. Retaining her is without doubt one of the best things I've done in my life.

Andrea F.

Reassuring, Knowledgeable, Accessable. My husband and I have worked with Laura for about seven years. She understands investing in ways we never will and makes it understandable. We follow her guidance because she understands the quality of life we want, as well as the financial numbers. And she makes sure we're on top of taxes and health insurance. She's earned our complete trust.

Sonya T.

Laura has been incredibly helpful to our family, helping us navigate everything from career moves to college applications to selling our house and planning for retirement. She listens closely and always has time for our questions. Highly recommended!

kristine S.

Laura,

Your services have been immensely helpful in helping me budget and to feel like I can hit my goals!

Being mindful about spending feels very freeing and not restricting. I feel that I have choices now.

Thank you!!!
Kristine

Yaron B.

Laura has been a great partner in helping us plan for our future and also in helping us understand what is important to us as we make financial and life decisions.