Best wealth management in White Plains, New York

Highbridge Financial Group is a leading finance institution located at 660 White Plains Road in Tarrytown, New York. Specializing in a wide range of financial services, including investment management, wealth planning, and retirement solutions, Highbridge Financial Group is dedicated to helping individuals and businesses achieve their financial goals. With a team of experienced professionals and a commitment to excellence, Highbridge Financial Group provides personalized and comprehensive financial advice to clients across the United States.

Marc Rienas is an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 399 Knollwood Road in White Plains, New York, United States. Marc Rienas holds several certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Marc Rienas' expertise in asset management, retirement planning, estate planning, investment strategies, and more. With a commitment to ethical practices and ongoing education, Marc Rienas is dedicated to providing comprehensive financial advice and support to clients, including veterans and military personnel. Contact Marc Rienas at Ameriprise Financial Services, LLC for expert financial guidance tailored to your individual needs.

The Sage Largesse Endeavor is a trusted institution located at 333 Westchester Avenue in White Plains, New York, United States. Specializing in finance, health, and insurance services, we are dedicated to providing comprehensive solutions to meet the diverse needs of our clients. With a team of experienced professionals, we strive to deliver top-notch services and support to help individuals and businesses achieve their financial and health goals. Contact us today to learn more about how we can assist you in securing your future and protecting your assets.

Northwestern Mutual Life Insurance, located at 50 Main Street, White Plains, New York, offers a range of life insurance policies tailored to your individual needs and goals. Whether you need a simple safety net for the unexpected or a comprehensive financial plan for the future, our advisors will work with you to determine the right coverage for you and your family. With options such as whole life, universal life, variable universal life, and term life insurance, Northwestern Mutual provides flexibility and peace of mind. Our policies not only offer protection for your loved ones in the event of your passing, but also the opportunity to build cash value that can be used for various expenses throughout your life.

National Life Group is a reputable insurance agency located at 15 Fisher Lane in White Plains, New York, United States. With a focus on providing financial security and peace of mind to individuals and families, National Life Group offers a wide range of insurance products and services. Their dedicated team of professionals is committed to helping clients navigate the complexities of insurance and plan for the future. Whether you are looking for life insurance, retirement planning, or investment options, National Life Group is here to help you achieve your financial goals. Trust in National Life Group for reliable and personalized insurance solutions.

Maureen Goulbourne, Agent - New York Life is a finance and insurance agency located at 777 Westchester Avenue, White Plains, New York, United States. They offer permanent policies with guaranteed death benefits and cash value that grows over time, as well as long-term coverage that is customizable to fit your needs and budget. Their services include investments with potential market gains, income protection in case of sickness or injury, and assistance in creating an estate plan to protect your legacy. The institution also provides insurance options for small businesses, employees, executives, and business owners. Maureen Goulbourne, the Financial Professional & Insurance Agent, is dedicated to helping clients understand their options and achieve their financial goals. With a focus on personalized approaches and long-term relationships, the institution aims to provide peace of mind and financial security for individuals and families.

Allstate Financial Services is a finance and insurance agency located at 11 Martine Avenue in White Plains, New York, United States. With a strong reputation for providing top-notch financial services and insurance products, Allstate Financial Services is dedicated to helping individuals and businesses achieve their financial goals and protect their assets. Whether you are looking for investment advice, retirement planning, or insurance coverage, the knowledgeable professionals at Allstate Financial Services are here to help you every step of the way. Trust in Allstate Financial Services to provide you with the personalized financial solutions you need to secure your future.

Dr. Shelby Harris, Psy.D., C.BSM is a renowned institution located at 280 Dobbs Ferry Road in White Plains, New York, United States. Specializing in behavioral sleep medicine (BSM) and Cognitive Behavior Therapy (CBT) for anxiety and depression, Dr. Harris is a licensed clinical psychologist with a wealth of experience and expertise in improving the sleep of individuals of all ages. As one of the few board-certified BSM specialists in the northeast, Dr. Harris is sought after for her evidence-based methods and training in CBT for Insomnia. Her practice focuses on providing active, direct, and educational treatments to help patients solve their sleep, anxiety, and mood-related issues. Dr. Harris's book, "The Women’s Guide to Overcoming Insomnia," offers valuable insights and techniques for women struggling with sleep problems, addressing the unique biological changes that affect women's sleep throughout their lifetime.

Dr. Jo Hariton, Ph.D. is a reputable doctor specializing in health and wellness located at 21 Bloomingdale Road in White Plains, New York. With a wealth of knowledge and experience, Dr. Hariton offers personalized care and treatment plans to help patients achieve optimal health. Whether you are seeking preventative care, treatment for a specific condition, or simply looking to improve your overall well-being, Dr. Hariton is dedicated to providing top-notch care to meet your individual needs. Visit the institution today to experience the highest quality healthcare in a comfortable and welcoming environment.

Jo Anne Sirey, Ph.D. is a renowned doctor specializing in mental health located at 21 Bloomingdale Road in White Plains, New York, United States. With a wealth of experience and expertise in her field, Dr. Sirey provides compassionate and personalized care to her patients. Whether you are seeking therapy, counseling, or medication management, Dr. Sirey is dedicated to helping you achieve optimal mental well-being. Visit her practice today to take the first step towards a healthier and happier life.

Dr. Dimitris Kiosses, Ph.D. is a renowned institution located at 21 Bloomingdale Road in White Plains, New York, United States. Specializing in health services, Dr. Kiosses offers expert guidance and support for individuals seeking mental health and well-being. With a wealth of knowledge and experience, Dr. Kiosses provides personalized care to help clients achieve their goals and improve their overall quality of life. Whether you are struggling with anxiety, depression, or other mental health issues, Dr. Kiosses is dedicated to helping you navigate through challenges and find a path towards healing and growth. Schedule a consultation today to start your journey towards a healthier and happier life.

Goldman Gruder & Woods LLC is a prestigious law firm located at 120 White Plains Road in Tarrytown, New York. Specializing in a wide range of legal services, the firm is known for its expertise in various areas of law including corporate law, real estate law, and estate planning. With a team of experienced attorneys dedicated to providing top-notch legal representation, Goldman Gruder & Woods LLC is committed to delivering personalized solutions tailored to meet the needs of each client. Whether you are seeking legal advice for business matters or personal issues, you can trust in the professionalism and integrity of Goldman Gruder & Woods LLC.

Miller & Lee LLP is a prestigious law firm located at 670 White Plains Road in Scarsdale, New York. With a team of experienced attorneys, they provide a wide range of legal services to clients in the United States. Specializing in various areas of law, including corporate law, real estate law, and estate planning, Miller & Lee LLP is dedicated to providing top-notch legal representation and personalized service to each and every client. Whether you are in need of legal advice, representation in court, or assistance with complex legal matters, you can trust Miller & Lee LLP to handle your case with professionalism and expertise.

J.M. Franklin & Company, LLC is a finance institution located at 660 White Plains Road in Tarrytown, New York, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients. Whether you are looking for investment advice, financial planning, or assistance with managing your assets, we are here to help you achieve your financial goals. Contact us today to schedule a consultation and see how we can assist you in securing your financial future.

Ronald J Pompei & Associates is a finance institution located at 150 White Plains Road, Tarrytown, New York, United States. With alarming statistics showing that many Americans are unprepared for retirement, Ronald J Pompei & Associates aims to provide financial guidance and support to help individuals plan for a secure future. As a member of FINRA and SIPC, the institution offers securities through Crown Capital Securities, L.P. It is important to note that the information provided on their website may not be regulated by certain financial authorities, and should not be considered as a recommendation or offer to purchase any product. Clients can access their Pershing account through the institution, and are encouraged to check the background of their investment professional for added assurance. Ronald J Pompei & Associates, along with Crown Capital Securities, L.P., prioritize accuracy and completeness in the information they provide, but accept no liability for any direct or consequential loss arising from the use of this information.

Capital Preserve is a reputable finance institution located at 520 White Plains Road in Tarrytown, New York. Our team of experienced financial professionals is dedicated to helping individuals and businesses preserve and grow their capital through smart investment strategies and financial planning. Whether you are looking to build your savings, invest for the future, or protect your assets, Capital Preserve is here to provide expert guidance and personalized solutions tailored to your specific financial goals. Visit us today to learn more about how we can help you secure your financial future.

KPL Financial Group is a reputable finance institution located at 475 White Plains Road in Eastchester, New York. With a strong focus on providing financial solutions and services to individuals and businesses, KPL Financial Group offers a wide range of financial products including investment management, retirement planning, and wealth management. Their team of experienced professionals are dedicated to helping clients achieve their financial goals and secure their financial future. Visit KPL Financial Group today to learn more about their personalized financial services.

Caridia Capital is a leading financial institution located at 4419 White Plains Road in New York, United States. With a strong focus on providing comprehensive financial services, Caridia Capital offers a wide range of investment opportunities, wealth management solutions, and strategic financial planning services to help clients achieve their financial goals. Our team of experienced professionals is dedicated to delivering personalized and innovative solutions tailored to meet the unique needs of each client. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Caridia Capital is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.

Trivium Point Advisory, located at 41 Pinelawn Road in Melville, New York, is a finance institution that is excited to welcome Paradigm Financial Partners and Lyons & Lyons, CPAs to their team. They specialize in connecting people, processes, and finances to provide essential financial strategies through wealth management, tax and accounting, and business advisory services all under one roof. Dedicated to individuals seeking an experienced and central advisor for their financial needs, Trivium Point Advisory offers a specialized experience that combines wealth management, accounting, and business advisory services for those who value financial stewardship. Their goal is to help clients understand their numbers and create a personalized financial roadmap to work towards their financial goals.

Frank Sisti is a reputable finance institution located at 520 White Plains Road in Tarrytown, New York, United States. With a strong commitment to providing top-notch financial services, Frank Sisti offers a wide range of financial solutions to meet the needs of individuals and businesses alike. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, the experienced professionals at Frank Sisti are dedicated to helping you achieve your financial goals. Trust Frank Sisti for all your financial needs in Tarrytown, New York.

Nicholas Pirrotta is a reputable finance institution located at 520 White Plains Road in Tarrytown, New York, United States. Specializing in a wide range of financial services, Nicholas Pirrotta offers expert advice and solutions to help individuals and businesses manage their finances effectively. With a team of experienced professionals, the institution prides itself on providing personalized and tailored financial strategies to meet the unique needs of each client. Whether you are looking for investment advice, retirement planning, or assistance with wealth management, Nicholas Pirrotta is dedicated to helping you achieve your financial goals.

Orix Financial is a leading finance institution located at 520 White Plains Road in Tarrytown, New York, United States. Specializing in a wide range of financial services, Orix Financial offers expert advice and tailored solutions to help individuals and businesses achieve their financial goals. With a team of experienced professionals and a commitment to customer satisfaction, Orix Financial is trusted by clients for its reliable and efficient financial services. Visit Orix Financial today to explore your financial options and secure your financial future.

Evelyn Pepe is a reputable finance institution located at 520 White Plains Road in Tarrytown, New York, United States. With a strong focus on providing top-notch financial services, Evelyn Pepe is committed to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, wealth management services, or assistance with financial planning, the experienced professionals at Evelyn Pepe are dedicated to guiding you towards a secure financial future. Visit us today and discover how we can help you navigate the complexities of the financial world with confidence and ease.

Paul Arbeit is a renowned finance institution located at 520 White Plains Road in Tarrytown, New York, United States. With a strong reputation for providing top-notch financial services, Paul Arbeit offers a wide range of solutions to meet the unique needs of their clients. Whether you are looking for investment advice, wealth management, or assistance with financial planning, the experienced team at Paul Arbeit is dedicated to helping you achieve your financial goals. Visit their office today to learn more about how they can assist you in managing your finances effectively.

Merrill Lynch Financial Advisor Camille Forde is a finance institution located at 360 Hamilton Avenue, White Plains, New York, United States. Camille Forde focuses on managing your wealth by creating personalized strategies that adapt to changing market conditions. By providing access to investment insights from Merrill and banking solutions from Bank of America, Camille Forde helps clients pursue their financial goals through personalized wealth management strategies. As a Merrill Lynch Wealth Management Advisor, Camille Forde believes in building strong relationships with clients by understanding their goals, priorities, and life changes. Through the Merrill Personal Wealth Analysis™, a personalized plan is created centered on the client's aspirations and focused on achieving what matters most to them.

Merrill Lynch Financial Advisor Charles E. Branch is a trusted finance institution located at 360 Hamilton Avenue, White Plains, New York, United States. Charles has been with Merrill Lynch Wealth Management since 2006, specializing in building clear financial roadmaps to help clients prioritize their life and financial goals. He not only advises clients but also educates them on their financial lives, helping them navigate the complex investment world to make appropriate financial decisions. Charles and his team have extensive investment advisory experience, allowing them to craft customized wealth strategies that encompass all aspects of a client's life. Charles is actively involved in various organizations and charities, demonstrating his commitment to serving the community. At Merrill Lynch Wealth Management, the team focuses on building strong client relationships based on trust and personalized service, centered on the client's family, goals, and priorities. They believe in creating personalized financial plans tailored to each client's unique ambitions and needs, helping them achieve their long-term goals. By staying connected with clients and regularly reviewing their financial approach, Charles and his team ensure that clients stay on track to achieve what matters most to them. With access to the investment insights of Merrill and banking solutions from Bank of America, they work with clients to develop approaches designed to address their financial needs and achieve their goals. The institution offers personalized investment strategies and comprehensive financial solutions to help clients live their best financial lives.

Hudson Valley Financial Group - Ameriprise Financial Services, LLC, located at 399 Knollwood Road in White Plains, New York, is a finance institution that focuses on helping clients achieve their financial goals. They offer personalized investment recommendations based on individual goals and risk tolerance, and provide regular reviews to track progress and make adjustments as needed. Clients can access their investments and accounts from any device, securely track their progress, and schedule complimentary initial consultations to get started. The institution also offers insights on market trends and risk tolerance, emphasizing the importance of understanding and managing risk in investment strategies. Ameriprise financial advisors are registered to do business in specific U.S. states, and clients can find additional information on the advisor's personal website or through FINRA's BrokerCheck website. The institution values client referrals and is committed to helping friends and family members achieve their financial goals. Users of the website are bound by the terms of the Ameriprise Financial Website Rules and Regulations, and the institution prioritizes privacy and security for all clients. Ameriprise Financial Services, LLC is a member of FINRA and SIPC.

Financial Planning Associates, LLC is a leading finance institution located at 399 Knollwood Road in White Plains, New York, United States. Our team of expert financial advisors are dedicated to helping clients achieve their financial goals through personalized planning and strategic investment management. With a focus on comprehensive financial planning, retirement planning, and wealth management, we strive to provide our clients with the tools and guidance they need to secure their financial future. Contact us today to schedule a consultation and start planning for a brighter tomorrow.

Galinn Fund LLC is a finance institution located at 399 Knollwood Road in White Plains, New York, United States. Specializing in investment management and financial advisory services, Galinn Fund LLC offers a range of solutions for individuals and businesses looking to grow and manage their wealth. With a team of experienced professionals, Galinn Fund LLC is dedicated to providing personalized and strategic financial guidance to help clients achieve their goals.

Merrill Lynch Financial Advisor Daniel P Tarpey is a finance institution located at 360 Hamilton Avenue, White Plains, New York, United States. The institution focuses on starting relationships with conversations to help clients identify and prioritize their financial goals. They believe in achieving financial success by making personalized investment decisions that align with clients' aspirations. Through the Investment Personality Assessment, they gain a deeper understanding of clients' investing preferences to customize financial approaches. The institution offers tools to track changes in clients' lives and goals to reflect in their financial strategies. With access to Merrill's investment insights and Bank of America's banking solutions, they work with clients to develop an approach tailored to their financial needs. The team, supported by Merrill's global resources, is dedicated to building strong client relationships based on trust and personalized service. Merrill Personal Wealth Analysis™ helps build and document personalized plans centered on clients' goals. Regular check-ins and adjustments to financial approaches ensure clients stay on track to achieve their objectives. By getting to know clients personally and understanding their priorities, the institution offers financial approaches that reflect their unique needs and personalities. The advisors at Merrill Lynch Wealth Management help clients navigate financial complexities and build customized investment strategies to reach their goals. The institution puts clients first, providing dedicated one-on-one relationships and personalized investment strategies. They offer the latest investment insights, tips, and strategies to help clients live their best financial lives.