TOP 30 Estate plan management in White Plains, New York

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.

The Magis Group, Inc. is a finance institution located at 660 White Plains Road in Tarrytown, New York, United States. Specializing in providing comprehensive financial services, The Magis Group, Inc. offers expert advice and personalized solutions to help clients achieve their financial goals. With a team of experienced professionals, they are dedicated to delivering top-notch service and building long-lasting relationships with their clients. Whether you are looking for investment advice, retirement planning, or wealth management services, The Magis Group, Inc. is committed to helping you make the most of your financial resources.

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.

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.

Anthony Mastronicola - Prudential Financial is a well-established finance and insurance agency located at 360 Hamilton Avenue in White Plains, New York, United States. With a team of experienced professionals, they offer a wide range of financial services including retirement planning, investment management, and insurance solutions. Whether you are looking to secure your financial future or protect your assets, Anthony Mastronicola - Prudential Financial is dedicated to providing personalized and comprehensive solutions to meet your needs.

Sanjiv Jaswal - Prudential Financial is a reputable finance and insurance agency located at 360 Hamilton Avenue in White Plains, New York, United States. With a strong focus on providing personalized financial planning and insurance solutions, our experienced team is dedicated to helping clients secure their financial future and protect what matters most to them. Whether you are looking for retirement planning, investment strategies, or insurance coverage, Sanjiv Jaswal - Prudential Financial is committed to providing top-notch service and support to meet your individual needs. Contact us today to learn more about how we can assist you in achieving your financial goals.

Fred Snyder - Prudential Financial is a reputable finance and insurance agency located at 360 Hamilton Avenue in White Plains, New York, United States. With a strong focus on providing top-notch financial services and insurance products, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their futures. Whether you are looking for retirement planning, investment advice, or insurance coverage, Fred Snyder - Prudential Financial is here to provide personalized solutions tailored to your specific needs. Contact us today to schedule a consultation and start planning for a brighter financial future.

Steven Solomon - UBS Financial Services Inc. is a reputable finance institution located at 709 Westchester Avenue in White Plains, New York, United States. With a focus on providing top-notch financial services, the institution is known for its expertise in wealth management, investment strategies, and financial planning. Clients can expect personalized and tailored solutions to help them achieve their financial goals. The team at Steven Solomon - UBS Financial Services Inc. is dedicated to providing exceptional customer service and guidance to ensure the success of their clients' financial portfolios.

Christopher Pesce - UBS Financial Services Inc. is a leading finance institution located at 709 Westchester Avenue in White Plains, New York, United States. With a strong focus on providing top-notch financial services to clients, Christopher Pesce - UBS Financial Services Inc. offers a wide range of investment options and wealth management solutions. 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 protect your assets, Christopher Pesce - UBS Financial Services Inc. is committed to providing personalized and comprehensive financial advice to meet your needs.

Neil Klein - UBS Financial Services Inc. is a leading finance institution located at 709 Westchester Avenue in White Plains, New York, United States. With a strong reputation for providing top-notch financial services, Neil Klein - UBS Financial Services Inc. offers a wide range of investment and wealth management solutions to clients. Their team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through personalized strategies and expert advice. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial markets, Neil Klein - UBS Financial Services Inc. is committed to providing you with the guidance and support you need.

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.

Merrill Lynch Financial Advisor Laura A Jimenez is a finance institution located at 360 Hamilton Avenue, White Plains, New York, United States. The BME Group, where Laura A Jimenez is a Senior Wealth Management Client Associate, believes in the power of relationships and personalized service. With over 100 years of combined wealth advisory experience, the team at The BME Group specializes in retirement planning, estate planning, wealth transfer, and business transition services. They use cutting-edge technology and tailored investment strategies to assist affluent families, executives, and businesses in building, preserving, and transferring wealth while minimizing taxes. The team at The BME Group understands that no two clients are alike, which is why they prioritize getting to know each individual, their goals, risk tolerance, and priorities. They offer personalized financial strategies based on each client's unique needs and preferences. Through conversations and the Investment Personality Assessment, they aim to customize financial approaches to help clients pursue their most meaningful goals.

Merrill Lynch Financial Advisor Daniel Goldsmith is a finance institution located at 360 Hamilton Avenue, White Plains, New York, United States. Managing your wealth begins with a comprehensive understanding of your financial situation, goals, and priorities. Daniel Goldsmith can help create a flexible strategy tailored to your needs, with access to the investment insights of Merrill and the banking solutions of Bank of America. With a focus on personalized wealth management strategies, Daniel Goldsmith believes in building strong relationships with clients by participating in community service and volunteering. Through the Merrill Personal Wealth Analysis™, a personalized plan can be developed centered on your goals. By understanding your investment personality, Daniel Goldsmith can customize a financial approach to help you pursue what matters most to you. With a commitment to ongoing communication and adjustments to your financial approach as needed, Daniel Goldsmith is dedicated to helping you achieve your financial goals and navigate life's changes. Contact Daniel Goldsmith for personalized investment strategies and comprehensive financial solutions tailored to your unique needs and priorities.

George Paul Kanas, CFP, CRPC - UBS Financial Services Inc. is a renowned finance institution located at 709 Westchester Avenue, White Plains, New York, United States. With a team of highly qualified professionals, they offer a wide range of financial services to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management, George Paul Kanas and his team are dedicated to providing personalized solutions tailored to your individual needs. Trust in their expertise and experience to secure your financial future.

TD Wealth is a leading financial institution located at 1133 Westchester Avenue in White Plains, New York. As a part of the TD Bank Group, TD Wealth offers a wide range of financial services including investment management, wealth planning, and private banking. With a team of experienced financial advisors, TD Wealth is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, TD Wealth has the expertise and resources to guide you every step of the way. Visit TD Wealth in White Plains today to learn more about how they can help you achieve financial success.

Lynch Financial Advisor Judith L Werbitt, located at 360 Hamilton Avenue in White Plains, New York, is a finance institution dedicated to servicing wealthy individuals, businesses, and families. The Werbitt Cicale Ward Group, a multi-generational team, provides personalized financial advice tailored to each client's risk profile and aspirations. With a goal-driven framework, they simplify the complexities of wealth and investments through education and communication. The team's broad financial experience, accumulated through many market cycles, offers a balanced financial planning approach for clients seeking to manage their wealth carefully and achieve personally meaningful outcomes. By taking the time to understand each client's financial situation, goals, and values, they collaborate to build a personalized financial strategy.

Mitchell WealthCare - UBS Financial Services Inc. is a renowned finance institution located at 709 Westchester Avenue in White Plains, New York, United States. With a commitment to providing top-notch financial services, they specialize in wealth management, investment planning, and financial advisory services. 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 wealth, plan for retirement, or invest wisely, Mitchell WealthCare - UBS Financial Services Inc. is the trusted partner you need.

Roger Matles - UBS Financial Services Inc. is a prestigious financial institution located at 709 Westchester Avenue in White Plains, New York, United States. With a strong focus on providing top-notch financial services, Roger Matles - UBS Financial Services Inc. offers personalized investment strategies and wealth management solutions to help clients achieve their financial goals. Their team of experienced professionals is dedicated to delivering exceptional service and expert advice to clients, ensuring their financial success. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Roger Matles - UBS Financial Services Inc. is committed to helping you navigate the complex world of finance with confidence and peace of mind.

The Dauti & DiSiena Group - UBS Financial Services Inc. is a reputable finance institution located at 709 Westchester Avenue in White Plains, New York, United States. With a focus on providing top-notch financial services, the institution offers a wide range of investment and wealth management solutions to help clients achieve their financial goals. The team at The Dauti & DiSiena Group is dedicated to delivering personalized and tailored financial advice to individuals and businesses, ensuring that each client receives the attention and expertise they deserve. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, The Dauti & DiSiena Group is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.

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.

Kevin Bertoncin, CFP® - UBS Financial Services Inc. is a reputable finance institution located at 709 Westchester Avenue in White Plains, New York, United States. Specializing in financial planning and wealth management services, our team of experts is dedicated to helping clients achieve their financial goals. With a focus on personalized solutions and exceptional customer service, we strive to provide our clients with the guidance and support they need to secure their financial future. Trust Kevin Bertoncin, CFP® - UBS Financial Services Inc. for all your financial needs.

H&R Block is a renowned accounting and finance institution located at 3650 White Plains Road in New York, United States. With a team of experienced professionals, H&R Block offers a wide range of services such as tax preparation, financial planning, and investment advice. Whether you are an individual or a business owner, H&R Block is dedicated to helping you manage your finances effectively and achieve your financial goals. Visit us today to experience top-notch financial services and expert advice.

Liberty Tax is a finance institution located at 3542 White Plains Road in New York, United States. Specializing in tax preparation services, Liberty Tax offers expert assistance in navigating the complexities of tax laws and regulations. With a team of knowledgeable professionals, Liberty Tax is dedicated to helping individuals and businesses maximize their tax returns and minimize their tax liabilities. Whether you need help with filing your taxes, tax planning, or resolving tax issues, Liberty Tax is committed to providing top-notch financial services tailored to meet your specific needs.

Blum & Bernstein LLP is a reputable accounting and finance institution located at 220 White Plains Road in Tarrytown, New York, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. From tax preparation and auditing to financial planning and consulting, Blum & Bernstein LLP is dedicated to helping their clients achieve their financial goals. Their commitment to excellence and personalized service sets them apart in the industry.

De Caribe Tax Services Inc is a reputable accounting and finance institution located at 1408 White Plains Road in New York, United States. With a team of experienced professionals, they provide expert tax services to individuals and businesses in the local community. Whether you need assistance with tax preparation, bookkeeping, or financial planning, De Caribe Tax Services Inc is dedicated to helping you achieve your financial goals. Trustworthy and reliable, they are committed to providing top-notch services to ensure your financial success.

The A.R.M.S Tax Group is a finance institution located at 1426 White Plains Road in New York, United States. Specializing in tax services, the A.R.M.S Tax Group offers expert advice and assistance to individuals and businesses in navigating the complex world of taxes. With a team of experienced professionals, clients can trust in the A.R.M.S Tax Group to provide comprehensive and reliable tax solutions. Whether you need help with tax planning, preparation, or resolution, the A.R.M.S Tax Group is dedicated to helping you achieve financial success.

H&B Tax Services is a reputable finance institution located at 4056 White Plains Road in New York, United States. We specialize in providing expert tax services to individuals and businesses, ensuring accurate and timely filing to maximize refunds and minimize liabilities. Our team of knowledgeable professionals are dedicated to providing personalized attention and customized solutions to meet the unique needs of each client. Trust H&B Tax Services to handle all your tax-related needs with professionalism and efficiency.

Welcome to Rosemont Plaza, your premier shopping destination located at New York 119, White Plains, New York 10607. Nestled in the heart of White Plains, Rosemont Plaza offers a vibrant and diverse shopping experience for locals and visitors alike. Our shopping mall is home to a wide array of stores, ranging from popular fashion boutiques to specialty shops, ensuring that there’s something for everyone. At Rosemont Plaza, we pride ourselves on providing a welcoming and enjoyable environment for all our guests. Whether you're looking for the latest trends, unique gifts, or everyday essentials, our carefully curated selection of retailers has you covered. Take a break from shopping and indulge in a delightful meal at one of our many dining options, offering everything from quick bites to gourmet cuisine.

Welcome to Kings Capital Construction Group, your premier general contractor located in the heart of Tarrytown, New York. Situated at 660 White Plains Road, we are dedicated to transforming your construction visions into reality with unparalleled expertise and commitment. Our team of skilled professionals is passionate about delivering high-quality construction services, whether it's for residential, commercial, or industrial projects. At Kings Capital Construction Group, we pride ourselves on our attention to detail, innovative solutions, and a client-focused approach that ensures your project is completed on time and within budget. Discover the difference of working with a trusted partner in construction. Contact us today to discuss your next project and experience excellence in every build.

Welcome to Northcourt Building, your trusted general contractor located at 175 Main Street, White Plains, New York. With a commitment to excellence and a passion for craftsmanship, we specialize in delivering high-quality construction and renovation services tailored to meet the unique needs of our clients. Whether you are planning a residential remodel, commercial construction, or any other building project, our experienced team is dedicated to bringing your vision to life with precision and professionalism. At Northcourt Building, we pride ourselves on our attention to detail, innovative solutions, and a client-centered approach. Our skilled professionals work closely with you from concept to completion, ensuring that every project is executed on time and within budget. We understand that each project is unique, and we strive to provide personalized service that exceeds your expectations.