TOP 30 Certified financial advisor in Harrison, New York
19 results found
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Laura I. Rotter, CFA, CFP™, MBA, Financial Advisor - White Plains, NY
● ClosedLaura I. Rotter, CFA, CFP™, MBA, Financial Advisor is a reputable finance institution located in White Plains, NY. With a strong background in finance, including the prestigious designations of Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP), as well as a Master of Business Administration (MBA), Laura I. Rotter provides expert financial advice and guidance to clients. The institution is dedicated to helping individuals and businesses in the Harrison, New York area achieve their financial goals and secure their financial futures. Located at 500 Mamaroneck Avenue, this institution is a trusted partner in wealth management, investment planning, and financial planning services.
500 Mamaroneck Ave # 320, Harrison, NY 10528, United States -
Jay Kunstreich - Financial Advisor, Ameriprise Financial Services, LLC
● OpenJay Kunstreich - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 2900 Westchester Avenue, Harrison, New York, United States. Jay Kunstreich holds various certifications such as 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®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise in asset management, retirement planning, estate planning, investment analysis, and more. Jay Kunstreich is dedicated to providing comprehensive financial advice and guidance to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. Whether you are looking for assistance with investment strategies, insurance products, estate planning, or any other financial need, Jay Kunstreich - Financial Advisor, Ameriprise Financial Services, LLC is here to help.
2900 Westchester Ave Ste 300, Purchase, NY 10577, United States -
Christopher Copenhaver - Financial Advisor, Ameriprise Financial Services, LLC
● OpenChristopher Copenhaver is a Financial Advisor at Ameriprise Financial Services, LLC located at 2900 Westchester Avenue in Harrison, New York, United States. He holds various 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, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise in asset management, financial planning for retirees and small business owners, estate planning, investment management, and specialized areas such as divorce financial analysis and military financial advising. Christopher Copenhaver is dedicated to providing comprehensive and personalized financial advice to help clients achieve their financial goals.
2900 Westchester Ave Ste 300, Purchase, NY 10577, United States -
Erin Sullivan - Financial Advisor, Ameriprise Financial Services, LLC
● OpenErin Sullivan is a Financial Advisor at Ameriprise Financial Services, LLC located at 2900 Westchester Avenue, Harrison, New York, United States. Erin holds various 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, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Erin specializes in providing comprehensive financial planning services tailored to the unique needs of individuals, retirees, small business owners, and high net worth clients. Erin's expertise covers asset management, investment strategies, estate planning, retirement planning, insurance products, and more. Erin is dedicated to upholding the highest standards of ethics and professionalism in the financial industry.
2900 Westchester Ave Ste 300, Purchase, NY 10577, United States -
Edward Jones - Financial Advisor: Benjamin Harrison, CFP®|AAMS™
● OpenEdward Jones - Financial Advisor: Benjamin Harrison, CFP®|AAMS™ is a reputable finance institution located at 26 South Greeley Avenue in Chappaqua, New York, United States. With a team led by certified financial planner Benjamin Harrison, they provide expert advice and personalized financial solutions to help clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, Edward Jones is dedicated to providing top-notch financial services tailored to your specific needs. Trust in their expertise and experience to guide you towards a secure financial future.
26 S Greeley Ave, Chappaqua, NY 10514, United States -
Robert Bouza - Financial Advisor, Ameriprise Financial Services, LLC
● OpenRobert Bouza is a highly experienced financial advisor working with Ameriprise Financial Services, LLC in Harrison, New York. With a focus on providing personalized financial planning and investment advice, Robert helps clients navigate their financial goals and create a secure financial future. Located at 2900 Westchester Avenue, Robert Bouza's office is a trusted resource for individuals seeking expert financial guidance. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Robert Bouza can help you make informed decisions and achieve your financial aspirations. Trust Ameriprise Financial Services, LLC and Robert Bouza to help you secure your financial future.
2900 Westchester Ave Ste 300, Purchase, NY 10577, United States -
Nina Daoud - Financial Advisor, Ameriprise Financial Services, LLC
● OpenNina Daoud is a Financial Advisor at Ameriprise Financial Services, LLC located at 440 Mamaroneck Avenue, Harrison, New York, United States. As a certified 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®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation® professional, Nina Daoud offers a wide range of financial services and expertise. With a focus on asset management, estate planning, retirement planning, and investment strategies, Nina Daoud is dedicated to providing comprehensive and personalized financial advice to individuals, retirees, small business owners, and high net worth clients. Contact Nina Daoud today for expert financial guidance and support.
440 Mamaroneck Ave Ste 401, Harrison, NY 10528, United States -
Craig Frank - Financial Advisor, Ameriprise Financial Services, LLC
● OpenCraig Frank is a Financial Advisor at Ameriprise Financial Services, LLC located at 600 Mamaroneck Avenue, Harrison, New York, United States. Craig holds various 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®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications showcase Craig's expertise in various areas of finance including asset management, retirement planning, estate planning, investment analysis, and insurance products. Craig is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. Contact Craig Frank today for all your financial advisory needs.
600 Mamaroneck Ave #424, Harrison, NY 10528, United States -
Nancy S Daoud - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedNancy S Daoud is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 440 Mamaroneck Avenue, Harrison, New York, United States. Nancy holds various certifications such as 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®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Nancy specializes in providing comprehensive financial planning services for individuals, retirees, small business owners, and high net worth clients. She is dedicated to upholding the highest ethical standards and continuously improving her expertise to better serve her clients' needs. Contact Nancy S Daoud for expert advice on wealth management, retirement planning, estate planning, investment strategies, and more.
440 Mamaroneck Ave Ste 401, Harrison, NY 10528, United States -
Terence Gibbons - Financial Advisor, Ameriprise Financial Services, LLC
● OpenTerence Gibbons - Financial Advisor at Ameriprise Financial Services, LLC, located at 440 Mamaroneck Avenue, Harrison, New York, United States, is a finance institution offering a wide range of services to meet the diverse needs of individuals and businesses. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Terence Gibbons is equipped to provide expert advice on asset management, investment strategies, estate planning, retirement planning, and other financial needs. The institution also offers specialized certifications such as Behavioral Financial Advisor, Chartered Advisor in Philanthropy®, Certified Divorce Financial Analyst, and Certified Estate Planner™ to cater to unique financial situations. With a team of highly qualified professionals and a commitment to ethical standards, Terence Gibbons - Financial Advisor is dedicated to helping clients achieve their financial goals and secure their future.
440 Mamaroneck Ave Ste 401, Harrison, NY 10528, United States -
Paul Tramontozzi, CFP
● ClosedPaul Tramontozzi, CFP is a finance institution located at 2900 Westchester Avenue in Harrison, New York, United States. Specializing in comprehensive financial planning services, Paul Tramontozzi, CFP offers expert advice and guidance to help clients achieve their financial goals. With a focus on personalized strategies tailored to each individual's unique needs, this institution is dedicated to providing top-notch financial services to clients in the Harrison area and beyond. Trust Paul Tramontozzi, CFP to help you secure your financial future.
2900 Westchester Ave Suite 308, Purchase, NY 10577, United States -
Westhill Accounting and Tax Services
● ClosedWesthill Accounting and Tax Services is a reputable institution located at 500 Mamaroneck Avenue in Harrison, New York. Specializing in accounting and finance, our team of experts is dedicated to providing top-notch services to individuals and businesses alike. With a commitment to accuracy and efficiency, we offer a wide range of services including tax preparation, bookkeeping, payroll management, and financial consulting. Trust Westhill Accounting and Tax Services to handle all of your financial needs with professionalism and expertise.
500 Mamaroneck Ave # 320, Harrison, NY 10528, United States -
Robert Weinstein CPA
● OpenRobert Weinstein CPA is a reputable accounting and finance institution located at 600 Mamaroneck Avenue in Harrison, New York. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, bookkeeping, auditing, and consulting. Whether you are an individual or a business owner, Robert Weinstein CPA offers personalized solutions to help you achieve your financial goals. Trustworthy and reliable, this institution is committed to providing top-notch service to clients in the United States.
600 Mamaroneck Ave, Harrison, NY 10528, United States -
Bilotta & Santoli CPAs, PC
● ClosedBilotta & Santoli CPAs, PC is a reputable accounting and finance institution located at 185 Halstead Avenue in Harrison, New York, United States. With a team of experienced Certified Public Accountants, they offer a wide range of services including tax preparation, auditing, financial planning, and consulting. Their commitment to providing personalized and professional services has earned them a strong reputation in the industry. Whether you are an individual or a business in need of financial guidance, Bilotta & Santoli CPAs, PC is dedicated to helping you achieve your financial goals.
185 Halstead Ave, Harrison, NY 10528, United States -
Mandy Wang, CPA
● ClosedMandy Wang, CPA is a reputable accounting and finance institution located at 707 Westchester Avenue in White Plains, New York, United States. With a team of experienced and knowledgeable Certified Public Accountants, we offer a wide range of accounting and financial services to individuals and businesses. Our services include tax preparation, auditing, financial planning, and consulting. Trust Mandy Wang, CPA to provide accurate and reliable financial solutions tailored to meet your specific needs.
707 Westchester Ave, West Harrison, NY 10604, United States -
Ursula Serluca CPA, LLC
● ClosedUrsula Serluca CPA, LLC is a reputable accounting and finance institution located at 3010 Westchester Avenue in Harrison, New York, United States. With a team of experienced professionals, they provide a wide range of services including tax preparation, auditing, financial planning, and consulting. Clients can trust Ursula Serluca CPA, LLC for their expertise and dedication to helping individuals and businesses achieve their financial goals.
3010 Westchester Ave #302, Purchase, NY 10577, United States -
Bruno Palmieri CPA
● OpenBruno Palmieri CPA is a reputable accounting and finance institution located at 10 Edward Street in Harrison, New York, United States. With years of experience and expertise in the field, Bruno Palmieri CPA offers a wide range of financial services to individuals and businesses. From tax preparation and planning to financial consulting and auditing, their team of certified public accountants is dedicated to providing top-notch service and personalized solutions to meet their clients' needs. Trust Bruno Palmieri CPA for all your accounting and finance needs.
10 Edward St, West Harrison, NY 10604, United States -
Melissa Levine, CFP
● OpenMelissa Levine, CFP is a reputable financial institution located at 500 Mamaroneck Avenue in Harrison, New York. As a Certified Financial Planner, Melissa Levine offers expert financial advice and services to help clients achieve their financial goals. With a focus on personalized financial planning and wealth management, Melissa Levine, CFP is dedicated to providing top-notch financial guidance to individuals and families in the United States. Trust Melissa Levine, CFP to help you navigate your financial future with confidence and peace of mind.
500 Mamaroneck Ave # 320, Harrison, NY 10528, United States -
William Bagnato, CPM® - Morgan Stanley
● OpenWilliam Bagnato, CPM® - Morgan Stanley is a renowned finance institution located at 2000 Westchester Avenue, Harrison, New York, United States. As a Certified Property Manager (CPM®) affiliated with Morgan Stanley, William Bagnato provides expert financial services and investment advice to clients. With a focus on wealth management and asset growth, this institution offers personalized strategies to help individuals and businesses achieve their financial goals. Trustworthy and experienced, William Bagnato, CPM® - Morgan Stanley is dedicated to helping clients navigate the complexities of the financial world with confidence and success.
2000 Westchester Ave #1nc, Purchase, NY 10577, United States
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