TOP 30 Client needs in White Plains, New York

836 results found

Hudson River Wealth Management - UBS Financial Services Inc. is a premier financial institution located at 709 Westchester Avenue in White Plains, New York. Specializing in wealth management, our experienced team of financial advisors are dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized service and expert advice, Hudson River Wealth Management offers a wide range of financial services including investment management, retirement planning, estate planning, and more. Trust in our team to provide you with the guidance and support needed to navigate the complexities of the financial world. Visit us today to learn more about how we can help you achieve financial success.

Trivium Point Advisory is a financial institution located at 711 Westchester Avenue in White Plains, New York. We are excited to announce that we have welcomed Paradigm Financial Partners and Lyons & Lyons, CPAs to our team. At Trivium, we focus on creating a connection between people, processes, and finances, providing our clients with essential financial strategies through wealth management, tax and accounting, and business advisory services all in one place. Our dedicated team at Trivium Point Advisory is committed to serving individuals who are looking for a central advisor for their financial needs. We offer a unique experience by combining wealth management, accounting, and business advisory services for those who value financial stewardship. We are here to help you understand your numbers and create a personalized financial roadmap to help you reach your goals.

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.

Merrill Lynch Financial Advisor Elliot R Skriloff is a Senior Vice President and Portfolio Manager located at 360 Hamilton Avenue in White Plains, New York. With over 27 years of experience in the financial services industry, Elliot specializes in providing personalized financial advice, investment management strategies, retirement planning, wealth transfer, estate planning services, education planning, and financial risk management. His client base includes affluent individuals, families, corporate executives, business owners, non-profit organizations, and households with special needs family members. Elliot follows a defined process with each client, focusing on understanding their specific situations to establish objectives, develop appropriate strategies, recommend solutions, and track progress towards reaching their goals. He holds the Accredited Asset Management Specialist (AAMS) and Chartered Retirement Planning Counselor (CRPC) designations, utilizing his advanced skill set to provide specialized investment services to sophisticated investors.

Merrill Lynch Financial Advisor Jaime Goodman, located at 360 Hamilton Avenue, White Plains, New York, United States, offers access to a wide range of investment solutions from Merrill and banking products from Bank of America. Their mission is to understand each client's individual needs and goals in order to create a personalized financial plan that helps manage investment risk and pursue financial goals. By utilizing the Investment Personality Assessment, they tailor their approach to each client's unique preferences and aspirations. With a focus on providing timely insights on market trends and global economy, Merrill Lynch Financial Advisor Jaime Goodman aims to help clients make informed decisions as they work towards achieving their financial goals.

Merrill Lynch Financial Advisor Kimberly H Rodgers is located at 360 Hamilton Avenue, White Plains, New York, United States. With nearly 20 years of industry experience, Kim is dedicated to helping clients identify and pursue their personal financial goals. She holds the title of First Vice President and is a CERTIFIED FINANCIAL PLANNER™, Chartered Retirement Planning Counselor, Certified Investment Management Analyst, and Sports and Entertainment - Accredited Wealth Management Advisor. Kim works closely with clients to develop a personalized plan centered on their goals and priorities. She believes in open communication and engaging families in the financial decision-making process. As your Merrill advisor, Kim will work with you to develop a customized investment approach to address your needs and pursue your goals. Whether you're planning for retirement, saving for a home, or funding education, Kim is dedicated to helping you achieve what matters most to you.

M2O Private Fund Advisors LLC is a finance institution located at 1 North Lexington Avenue in White Plains, New York, United States. Specializing in private fund advising, M2O offers expert financial guidance and investment strategies tailored to each client's unique needs and goals. With a team of experienced professionals, M2O Private Fund Advisors LLC is dedicated to helping individuals and businesses achieve financial success and security.

Meridian Global Services is a leading finance institution located at 50 Main Street in White Plains, New York, United States. With a strong reputation for providing top-notch financial services, Meridian Global Services offers a wide range of solutions to meet the needs of individuals and businesses alike. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and navigate the complexities of the financial world. Whether you are looking for investment advice, wealth management services, or assistance with financial planning, Meridian Global Services is committed to providing personalized solutions tailored to your unique needs. Visit them today to see how they can help you secure a brighter financial future.

Matrix Asset Advisors Inc is a finance institution located at 10 Bank Street in White Plains, New York, United States. Specializing in investment management, the team at Matrix Asset Advisors Inc is dedicated to helping clients achieve their financial goals through personalized strategies and expert guidance. With a commitment to transparency and integrity, this institution prides itself on providing top-notch service and innovative solutions to meet the unique needs of each client. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial market, Matrix Asset Advisors Inc is here to help you every step of the way.

LEAD Bookkeeping & Tax Services, LLC is a professional accounting and finance institution located at 75 South Broadway in White Plains, New York, United States. With a team of experienced professionals, we offer comprehensive bookkeeping and tax services to individuals and businesses alike. Our services are tailored to meet the unique needs of each client, ensuring accuracy and efficiency in managing financial records and tax obligations. Trust LEAD Bookkeeping & Tax Services, LLC to provide reliable and expert assistance in all your accounting and finance needs.

RTR Financial Services Inc is a reputable finance institution located at 901 North Broadway in White Plains, New York, United States. With a strong focus on providing comprehensive financial services, RTR Financial Services Inc offers expertise in areas such as investment management, financial planning, and wealth management. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or manage your assets, RTR Financial Services Inc is committed to providing personalized solutions tailored to your specific needs.

Prato Capital Management is a finance institution located at 70 Gedney Way in White Plains, New York, United States. Specializing in financial management and investment services, Prato Capital Management offers tailored solutions to help clients achieve their financial goals. With a team of experienced professionals, the institution provides personalized guidance and expertise to navigate the complex world of finance. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, Prato Capital Management is committed to delivering top-notch financial services to meet your needs.

5C Capital Management, LLC is a finance institution located at 707 Westchester Avenue in White Plains, New York, United States. Specializing in investment management, financial planning, and wealth management services, 5C Capital Management, LLC is dedicated to helping clients achieve their financial goals through expert advice and personalized strategies. With a team of experienced professionals, they provide tailored solutions to meet the unique needs of each client. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial markets, 5C Capital Management, LLC is committed to delivering exceptional service and results.

Steven M Kaplan, CPA/ABV, MBA is a reputable accounting and finance institution located at 333 Westchester Avenue in White Plains, New York, United States. With a team of experienced professionals, including Certified Public Accountants and Accredited in Business Valuation experts, the institution offers a wide range of financial services to individuals and businesses. From tax preparation and planning to business valuation and financial consulting, Steven M Kaplan, CPA/ABV, MBA is dedicated to providing high-quality, personalized services to meet the unique needs of each client. Whether you are looking for assistance with your personal finances or seeking expert advice for your business, this institution is committed to helping you achieve your financial goals.

Trident Consultants Inc. is a leading consulting firm located at 50 Main Street in White Plains, New York. Our team of experienced consultants provides a wide range of services to help businesses achieve their goals and overcome challenges. From strategic planning to financial analysis, we offer personalized solutions tailored to each client's unique needs. With a commitment to excellence and a track record of success, Trident Consultants Inc. is the partner you can trust for all your consulting needs. Contact us today to learn more about how we can help your business thrive.

Clarewood Consulting is a leading consulting firm located at 8 Wyndham Close in White Plains, New York. With a strong focus on providing strategic solutions and expert guidance, Clarewood Consulting offers a wide range of services to help businesses achieve their goals and overcome challenges. Their team of experienced consultants bring a wealth of knowledge and expertise to every project, ensuring that clients receive top-notch service and results. Whether you need assistance with business planning, financial analysis, or organizational development, Clarewood Consulting is dedicated to helping you succeed. Contact them today to learn more about how they can help your business thrive.

Network Brokerage of Westchester is a multi-faceted institution located in White Plains, New York, specializing in finance, health, and insurance services. Situated at 214 Mamaroneck Avenue, this agency offers comprehensive brokerage solutions to meet the diverse needs of individuals and businesses. With a team of experienced professionals, Network Brokerage of Westchester provides personalized and tailored services to ensure clients receive the best possible coverage and financial guidance. Whether you are looking for insurance options, health services, or financial planning, this institution is dedicated to helping you navigate the complexities of the industry and make informed decisions for a secure future.

Tortoise Investment Management, LLC is a finance institution located at 2 Westchester Park Drive in White Plains, New York, United States. Specializing in investment management, Tortoise offers personalized financial solutions to help clients achieve their financial goals. With a team of experienced professionals, Tortoise Investment Management, LLC provides expert advice and strategic investment planning to help clients navigate the complexities of the financial markets. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Tortoise Investment Management, LLC is committed to providing top-notch financial services tailored to your individual needs.

John Valsa is a reputable institution located at 3 Barker Avenue in White Plains, New York, United States. This establishment is a health, pharmacy, and store all rolled into one, providing a range of essential services and products to the local community. With a focus on quality customer care and a wide selection of medical supplies, medications, and health products, John Valsa is a trusted destination for all your healthcare needs. Visit us today to experience top-notch service and a welcoming atmosphere.

Gary Delalla is a well-established health institution located at 670 North Broadway in White Plains, New York. This pharmacy and store offers a wide range of health products and services to cater to the needs of the local community. With a dedicated team of professionals, Gary Delalla is committed to providing top-notch customer service and expert advice on health and wellness. Whether you are looking for prescription medications, over-the-counter remedies, or specialty health products, Gary Delalla has you covered. Visit us today for all your health needs.

Bhavik Patel is a health, pharmacy, and store institution located at 601 North Broadway in White Plains, New York, United States. We offer a wide range of pharmaceutical products, health services, and wellness products to cater to the needs of our customers. Our experienced staff is dedicated to providing personalized care and expert advice to help you maintain your health and well-being. Visit us today to experience top-notch service and quality products at Bhavik Patel.

Anthony Burgio is a reputable health institution located at 670 North Broadway in White Plains, New York. This establishment offers a wide range of pharmacy services, including prescription medications, over-the-counter products, and specialized health supplies. With a team of knowledgeable and experienced staff members, Anthony Burgio is dedicated to providing top-notch care and assistance to all customers. Whether you are in need of medication refills, health consultations, or general wellness advice, this institution is here to serve you. Visit Anthony Burgio today for all your health and pharmacy needs.

Gabrielle Patarino is a trusted health institution located at 9 City Place in White Plains, New York. Specializing in pharmacy services, Gabrielle Patarino offers a wide range of medications and health products to meet the needs of its customers. With a team of knowledgeable and friendly staff members, this store provides personalized care and expert advice to ensure the well-being of its clients. Whether you are looking for prescription medication, over-the-counter remedies, or health supplements, Gabrielle Patarino is your go-to destination for all your health needs. Visit us today and experience top-notch service in a welcoming and professional environment.

Chi Auyeung is a reputable health institution located at 154 Westchester Avenue in White Plains, New York, United States. Specializing in pharmacy services, this establishment offers a wide range of medications and health products to cater to the needs of its customers. With a team of experienced professionals, Chi Auyeung is dedicated to providing top-notch healthcare services and ensuring the well-being of its clients. Visit this trusted store for all your health and wellness needs.

Prita Buddhavarapu is a health and pharmacy institution located at 154 Westchester Avenue in White Plains, New York. This store offers a wide range of health products and services to cater to the needs of the local community. From prescription medications to over-the-counter remedies, Prita Buddhavarapu is a one-stop shop for all your health and wellness needs. The knowledgeable staff is dedicated to providing excellent customer service and ensuring that every customer leaves satisfied. Visit Prita Buddhavarapu for all your health and pharmacy needs in White Plains.

Jerry Mirra is a trusted health institution located at 170 Maple Avenue in White Plains, New York. Specializing in pharmacy services, this store offers a wide range of medications and health products to meet the needs of the community. With a dedicated team of professionals, Jerry Mirra provides exceptional customer service and expert advice on health-related issues. Whether you need prescription refills, over-the-counter medications, or wellness products, you can rely on Jerry Mirra to provide top-quality care and support. Visit us today to experience the difference that personalized healthcare can make in your life.

Susan Schnapp is a reputable health institution located at 325 Mamaroneck Avenue in White Plains, New York. This institution offers a range of pharmacy services and health products to cater to the needs of its customers. With a focus on providing top-quality healthcare solutions, Susan Schnapp is dedicated to promoting wellness and ensuring the well-being of its clients. Visit Susan Schnapp for all your health and pharmacy needs in the heart of White Plains.

Pooja Thaker is a renowned health institution located at 44 East Post Road in White Plains, New York. Specializing in pharmacy services, this institution offers a wide range of health products and medications to cater to the needs of its customers. With a dedicated team of professionals, Pooja Thaker provides expert advice and personalized care to ensure the well-being of its clients. Visit this store for all your health needs and experience top-notch service in a welcoming environment.

Tyler Dimenna is a reputable health institution located at 325 Mamaroneck Avenue in White Plains, New York. Specializing in pharmacy services, this institution offers a wide range of healthcare products and medications to meet the needs of its customers. With a friendly and knowledgeable staff, Tyler Dimenna provides personalized care and expert advice to ensure the well-being of its clients. Whether you are looking for prescription medications, over-the-counter remedies, or health and wellness products, Tyler Dimenna is your one-stop shop for all your healthcare needs. Visit us today to experience top-notch service and quality products in a convenient location in the heart of White Plains.

Constance Browne is a reputable health institution located at 170 Maple Avenue in White Plains, New York. This institution offers a wide range of pharmacy services and products to cater to the health needs of the local community. With a team of experienced professionals, Constance Browne is committed to providing top-notch care and assistance to all its customers. Whether you need medication, medical supplies, or expert advice, you can trust Constance Browne to meet your health needs with excellence. Visit us today and experience the difference that quality care can make in your life.