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TOP 30 Business management tools in White Plains, NY
13 results found
A convenient service for searching for businesses, places and services
Bhashyam Wealth Management Associates - Ameriprise Financial Services, LLC
Bhashyam Wealth Management Associates - Ameriprise Financial Services, LLC is a trusted finance institution located at 399 Knollwood Road, White Plains, New York, United States. They have been recognized as one of Investor’s Business Daily’s Most Trusted Wealth Managers. The team at Ameriprise Financial focuses on understanding your goals, whether it be retirement planning, education savings, or making a major purchase. They provide personalized investment recommendations based on your risk tolerance and regularly review and update your financial plan as needed. With access to your investments and accounts from any device, you can track your progress towards your goals securely. The Retirement InteractiveSM tool helps you explore potential challenges to your retirement income. Backed by the Ameriprise Investment Research Group, their advisors stay informed on market conditions to provide you with guidance. Ameriprise financial advisors are registered to do business in certain U.S. states, so be sure to check their personal website or FINRA’s BrokerCheck website for details. Schedule a complimentary initial consultation to discuss your financial goals and start planning for a secure financial future.
Merrill Lynch Financial Advisor Christina J. Chin
Merrill Lynch Financial Advisor Christina J. Chin is located at 360 Hamilton Avenue in White Plains, New York. The team at this finance institution is dedicated to understanding your values and helping you achieve your financial goals. Christina Chin, a Financial Advisor and Senior Portfolio Advisor, works with a diverse range of clients to create customized wealth management strategies. She believes in the importance of communication and building strong client relationships. With a focus on small business owners, Christina can help manage both personal and business finances. She holds various certifications and licenses, and is committed to continually monitoring financial progress and revising portfolios as needed. By utilizing tools such as Merrill Personal Wealth Analysis™ and the Investment Personality Assessment, Christina and her team can help you create a personalized financial plan tailored to your goals and priorities. Whether you are planning for retirement, saving for a major purchase, or passing on wealth to future generations, Merrill Lynch Financial Advisor Christina J. Chin can help you navigate the complexities of your financial life.
Argus Information and Advisory Services, Inc.
Argus Information and Advisory Services, Inc. is a leading provider of data analytics and consulting services located at 50 Main Street in White Plains, New York. With a focus on delivering actionable insights and strategic recommendations to clients in the financial services industry, Argus helps organizations make informed decisions and drive business growth. Their team of experts utilizes cutting-edge technology and industry expertise to provide innovative solutions that address the complex challenges faced by their clients. Argus is committed to delivering high-quality, reliable information and advisory services that empower their clients to succeed in an ever-changing marketplace.
Merrill Lynch Financial Advisor Michael J. Woolfolk
Merrill Lynch Financial Advisor Michael J. Woolfolk is located at 360 Hamilton Avenue, White Plains, New York, United States. Specializing in finance, Michael provides investment, retirement, and wealth management advice to individuals in the Greater New York City area. With a PhD in finance and 20 years of experience as a Wall Street strategist, Michael offers unique insights into today's financial markets and complex products. He is dedicated to helping high-net worth individuals, families, and small business owners navigate the various products and strategies available to meet their financial goals. Committed to community involvement, Michael volunteers with local organizations and believes in building personalized financial plans centered around clients' goals and priorities. By utilizing the Merrill Personal Wealth Analysis™ tool, Michael helps clients create tailored plans to achieve their financial aspirations. With a focus on understanding clients' changing needs and goals, Michael offers personalized financial strategies to help manage, grow, and preserve wealth. Through ongoing communication and adjustments to financial approaches, Michael aims to help clients stay on track to achieve their financial objectives. As a Merrill Lynch Wealth Management Advisor, Michael works closely with clients to develop customized investment approaches and provide comprehensive financial solutions. With a commitment to prioritizing clients' needs and goals, Michael aims to help individuals achieve financial success and live their best financial life.
life ny
Life NY is a health, pharmacy, and store institution located at 333 Westchester Avenue in White Plains, New York, United States. Offering a range of services, Life NY is dedicated to providing top-notch care and products to its customers. Additionally, Life NY is proud to be a part of the leading end-to-end real estate software platform, Propertybase. With a comprehensive suite of tools including CRM, back office support, lead generation, marketing, and more, Propertybase and Life NY work together to provide an intelligent and seamless experience for their clients. By utilizing technology to automate tasks, reach more consumers, and drive business forward, Propertybase helps real estate professionals meet the demands of today's challenges. With a focus on creating lasting emotional connections and demonstrating unique expertise, Propertybase and Life NY are committed to helping businesses grow and succeed. Trusted by over 4,500 leading real estate brands worldwide, Propertybase is the real estate platform that brokerages, franchises, and teams have been looking for.
CrossBorder Solutions
CrossBorder Solutions, located at 520 White Plains Road, Tarrytown, New York, is a finance institution dedicated to helping businesses control costs, manage risks, and create tax transparency. With AI-driven technology and industry experts, they streamline compliance processes and lower risks for their clients. They offer services such as R&D tax credit software, tax provision software, and transfer pricing solutions to help businesses maximize tax credits, automate tax processes, and ensure compliance with local regulations. Clients like Red Ventures and Dyno Nobel have saved millions of dollars in taxes and improved their global tax positions thanks to Exactera's expertise and technology. With a focus on efficiency, accuracy, and cost-effectiveness, CrossBorder Solutions is a trusted partner for businesses looking to optimize their tax compliance operations.
LiveWork Solutions
LiveWork Solutions is a health institution located at 267 Central Avenue in White Plains, New York. We specialize in providing comprehensive health solutions for individuals looking to improve their overall well-being. Our team of experienced professionals offers a wide range of services, including personalized health assessments, wellness programs, and individualized treatment plans. Whether you are looking to manage a chronic condition, improve your fitness level, or simply maintain a healthy lifestyle, LiveWork Solutions is here to help you achieve your goals. Our convenient location in the heart of White Plains, New York, makes it easy for individuals to access our services and start their journey towards better health. Visit us today and take the first step towards a healthier, happier you.
F Falzone Insurance Services, LLC
F Falzone Insurance Services, LLC is a licensed insurance agency located at 300 Mamaroneck Avenue, White Plains, New York. Our team of experienced brokers are appointed with all major insurance carriers in New York, New Jersey, Connecticut, Pennsylvania, Florida, and Washington. We offer a wide range of affordable insurance plans, including Health Insurance, Life Insurance, and Dental Insurance. Whether you are looking for individual/family plans or group term life insurance policies for businesses, we have the tools and expertise to meet your needs.
The K2 Team
The K2 Team, located at 399 Knollwood Road in White Plains, New York, is a finance institution specializing in mortgage and home financing services. As part of Quintessential Mortgage Group, we have over 50 years of industry experience and have been ranked as a top 10 mortgage broker in the country. Our award-winning team is dedicated to providing exceptional customer service and personalized support throughout the mortgage process. Whether you are buying a new home, refinancing, or tapping into your home equity, we are here to help you achieve your financial goals. Our wide range of mortgage products and tools, including the My QMG Home app, are designed to make the mortgage financing experience seamless and convenient for you. Loans are subject to credit, property, and underwriting approval by third-party mortgage lenders. We are licensed in various states and are committed to transparency and compliance. Contact us today to explore our programs and get an estimation on your monthly payments.
Magellan Health Services
Magellan Health Services, located at 1000 Westchester Avenue in White Plains, New York, is a cutting-edge health institution dedicated to making a difference in people's lives. With a focus on innovation, Magellan Health introduces products that disrupt the industry and resonate with individuals seeking help. Their team of clinical experts and business leaders provide insights on healthcare news, technology, and wellness through informative articles. One of Magellan Health's initiatives is to share information and resources on the new 988 Suicide and Crisis Lifeline, offering those in mental health distress a more accessible way to receive help. The institution also conducts exciting research on high-impact healthcare issues and has been recognized as one of the "Most Trustworthy Companies in America" by Newsweek.
promba
Promba is a cutting-edge medical institution located at 24 Meadowbrook Road in White Plains, New York. Specializing in personalized healthcare and advanced treatment options, our team of expert doctors and health professionals are dedicated to providing top-quality care to our patients. From primary care services to specialized treatments, Promba is committed to helping you achieve optimal health and well-being. Visit us today to experience the difference in healthcare excellence.
Merrill Lynch Financial Advisor Loren F. Ward
Lynch Financial Advisor Loren F. Ward is located at 360 Hamilton Avenue, White Plains, New York, United States. The Werbitt Cicale Ward Group is a team of experienced financial advisors who specialize in servicing wealthy individuals, businesses, and families. They offer a personalized, goal-driven approach to financial planning that is tailored to each client's risk profile and aspirations. The team believes in simplifying the complexities of wealth management through education and communication, ensuring that clients' goals and values are preserved for generations to come. With a broad range of financial experience spanning many market cycles, the team at Merrill Lynch Financial Advisor Loren F. Ward is dedicated to providing clients with a balanced financial planning approach. They believe in carefully managing wealth to help clients achieve outcomes that are personally meaningful to them.
Shanae Carrington, MBA, FSCP
Shanae Carrington, MBA, FSCP is a finance institution located at 777 Westchester Avenue, White Plains, New York, United States. They offer permanent life insurance policies with guaranteed death benefits and cash value growth, long-term coverage customizable to individual needs and budgets, and the ability to invest policy cash value in the market. They provide assistance with everyday tasks, income replacement in case of illness or injury, professionally managed investments, and guidance for creating investment strategies and estate plans. The institution also offers insurance for employees, executives, and business owners, as well as charitable giving and support for bereavement, education, and local initiatives. Shanae Carrington, the Registered Representative & Insurance Agent, helps clients understand their options and achieve their financial goals by developing personalized approaches. The institution aims to protect families, provide financial security, and help clients prepare for retirement and unexpected health events. They offer resources and tools to help clients prepare for the future.
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