TOP 30 Certified financial advisor in Pleasantville, New York

7 results found

David M Kleiner is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 555 Pleasantville Road, Briarcliff Manor, New York, United States. David holds various certifications and designations 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 demonstrate David's expertise in areas such as wealth management, estate planning, retirement planning, investment management, and financial planning for special needs families and military personnel. As a Private Wealth Advisor, David provides comprehensive financial advice and services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a commitment to ethics and continuing education, David is dedicated to helping clients achieve their financial goals and secure their financial futures.

Jared D Lynne - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 427 Bedford Road, Pleasantville, New York, United States, offers a wide range of financial services and expertise. Jared D Lynne 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®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor®. These certifications demonstrate Jared D Lynne's commitment to providing comprehensive and specialized financial planning services to individuals, retirees, small business owners, high net worth clients, and seniors. Whether you need assistance with asset management, estate planning, retirement planning, investment strategies, or insurance products, Jared D Lynne has the knowledge and expertise to help you achieve your financial goals. Contact Jared D Lynne - Private Wealth Advisor at Ameriprise Financial Services, LLC for personalized and professional financial advice.

Ann Herrero is a financial advisor at Ameriprise Financial Services, LLC located at 427 Bedford Road, Pleasantville, New York, United States. Ann Herrero 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 demonstrate Ann Herrero's expertise in various areas of finance including asset management, retirement planning, estate planning, and investment strategies. Clients can trust Ann Herrero to provide comprehensive and personalized financial advice tailored to their individual needs.

James C. Cardillo, CPA PC is a reputable accounting and finance institution located at 555 Pleasantville Road in Briarcliff Manor, New York, United States. With years of experience and expertise in the field, they provide a wide range of professional services to individuals and businesses alike. From tax preparation and auditing to financial planning and consulting, James C. Cardillo, CPA PC is dedicated to helping their clients achieve their financial goals. Their commitment to excellence and personalized approach sets them apart as a trusted partner in managing finances effectively.

Gallo & Associates CPA's PC is a reputable accounting and finance institution located at 427 Manville Road in Pleasantville, New York, United States. With a team of experienced certified public accountants, they provide a wide range of financial services including tax preparation, auditing, bookkeeping, and financial consulting. Their dedication to professionalism and client satisfaction sets them apart as a trusted partner for individuals and businesses seeking expert financial guidance.

Joseph T Gallo CPA is a reputable accounting and finance institution located at 70 Bedford Road in Pleasantville, New York, United States. With years of experience and expertise in the field, Joseph T Gallo CPA offers a wide range of services including tax preparation, financial planning, and business consulting. Their team of certified public accountants is dedicated to providing top-notch financial solutions tailored to meet the unique needs of each client. Whether you are an individual looking for personal tax assistance or a business in need of comprehensive financial management, Joseph T Gallo CPA is the go-to institution for all your accounting and finance needs.

Harvey Ginsberg & Co CPA's, P.C. is a reputable accounting and finance institution located at 555 Pleasantville Road in Briarcliff Manor, New York, United States. With a team of experienced certified public accountants, we provide a wide range of services including tax preparation, auditing, financial planning, and consulting to individuals and businesses. Our commitment to excellence and personalized attention to our clients' needs sets us apart in the industry. Trust Harvey Ginsberg & Co CPA's, P.C. for all your accounting and financial needs.