TOP 30 Family office management in White Plains, New York

65 results found

TFG Accounting and Tax, located at 120 White Plains Road in Tarrytown, New York, has been providing comprehensive accounting, audit, tax, and business consulting services since 1996. As part of The Fuoco Group, they offer a range of financial advisory services through their TFG Related Entities, including TFG Financial Advisors, TFG Risk Management, and TFG Business Advisors. Their team of Certified Public Accountants understands the unique financial needs of individuals, families, entrepreneurs, and business owners, offering innovative solutions to help them achieve their goals. From tax-saving strategies to comprehensive financial management, TFG Accounting and Tax provides customized options for growth and legacy building.

Trivium Point Advisory, located at 41 Pinelawn Road in Melville, New York, is a finance institution that is excited to welcome Paradigm Financial Partners and Lyons & Lyons, CPAs to their team. They specialize in connecting people, processes, and finances to provide essential financial strategies through wealth management, tax and accounting, and business advisory services all under one roof. Dedicated to individuals seeking an experienced and central advisor for their financial needs, Trivium Point Advisory offers a specialized experience that combines wealth management, accounting, and business advisory services for those who value financial stewardship. Their goal is to help clients understand their numbers and create a personalized financial roadmap to work towards their financial goals.

Frank Sisti is a reputable finance institution located at 520 White Plains Road in Tarrytown, New York, United States. With a strong commitment to providing top-notch financial services, Frank Sisti offers a wide range of financial solutions to meet the needs of individuals and businesses alike. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, the experienced professionals at Frank Sisti are dedicated to helping you achieve your financial goals. Trust Frank Sisti for all your financial needs in Tarrytown, New York.

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.

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 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.

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.

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.

Welcome to Eastchester Plaza, a vibrant hub located at 375 White Plains Road, Eastchester, New York. As a cornerstone of the local community, Eastchester Plaza offers a diverse mix of food, grocery, and retail options that cater to the lifestyle needs of our surrounding neighborhoods. Whether you're looking for a delightful dining experience, fresh groceries, or a unique shopping adventure, you'll find it all here. Eastchester Plaza is part of the esteemed Regency Centers portfolio, known for their focus on creating thriving shopping environments in suburban areas with strong demographics. With a significant presence along the east coast, as well as in the Midwest, Northwest, West Coast, Texas, and Colorado, Regency Centers brings their expertise in developing and managing high-quality shopping centers to our community.

Welcome to AM Vazquez Contracting Corp, your premier choice for general contracting services in White Plains, New York, and the greater New York City area. Located at 134 Ferris Avenue, we are a family-owned business with over 25 years of experience in delivering top-quality construction, remodeling, and renovation services. Our team of skilled professionals is dedicated to providing superior craftsmanship and exceptional customer service, ensuring that each project not only meets but exceeds your expectations. At AM Vazquez Contracting Corp, we specialize in a wide range of services, including construction, renovation, plumbing, electrical work, and painting. Our commitment to excellence and attention to detail sets us apart as a trusted partner for both residential and commercial projects. Whether you're looking to build your dream home or renovate your office space, we have the expertise and resources to bring your vision to life.

Welcome to Caldara & Sons Contracting, Inc., your trusted partner for all your repair and maintenance needs in Lake Ronkonkoma, New York. Conveniently located at 624 Portion Road, we specialize in providing comprehensive general contracting services tailored to both commercial and residential clients. Whether it's a minor repair or a major renovation for big box stores, no project is too big or too small for our experienced team. At Caldara & Sons, we pride ourselves on delivering exceptional craftsmanship and personalized service that treats every client like family. Our mission is to ensure 100% customer satisfaction by offering high-quality solutions at rates that fit your budget. With a commitment to excellence and attention to detail, we are dedicated to making your vision a reality. Trust us to be the perfect fit for all your contracting needs. Contact us today to learn how we can assist you with your next project!

Welcome to Emily Baumert, MD – Your Trusted Healthcare Partner in Tarrytown, NY Located at 155 White Plains Road in the heart of Tarrytown, New York, Emily Baumert, MD, is dedicated to providing exceptional healthcare services tailored to meet the unique needs of each patient. As a highly qualified and compassionate medical professional, Dr. Baumert is committed to promoting the health and well-being of the community through comprehensive medical care.

Welcome to Adel Lori MD, your trusted healthcare provider located at 77 Tarrytown Road, White Plains, New York. Dedicated to offering comprehensive medical care, Dr. Adel Lori and the team are committed to improving the health and well-being of our community. We provide personalized medical services tailored to meet the unique needs of each patient, ensuring a compassionate and supportive environment. Whether you require routine check-ups, preventive care, or specialized treatment, our experienced staff is here to guide you on your journey to optimal health. At Adel Lori MD, we prioritize patient satisfaction and strive to deliver exceptional healthcare with professionalism and empathy. Visit us today to experience quality medical care that you can rely on.

Welcome to the practice of Paul Kim, MD, located at 170 Maple Avenue, White Plains, New York 10601. Dr. Paul Kim is dedicated to providing exceptional healthcare services to the community, with a focus on personalized patient care and wellness. As a highly experienced and compassionate physician, Dr. Kim specializes in [mention any specific specialties if known, e.g., internal medicine, family medicine, etc.], offering a comprehensive range of medical services designed to meet the diverse needs of his patients. At Dr. Kim's practice, we prioritize creating a welcoming and supportive environment where patients feel comfortable discussing their health concerns. Our team is committed to staying at the forefront of medical advancements to ensure that you receive the best possible care. Whether you need routine check-ups, preventive care, or management of chronic conditions, we are here to support you on your journey to optimal health.

Welcome to the practice of Beatriz Sanchez, MD, conveniently located at 170 Maple Avenue, White Plains, New York. Dr. Sanchez is dedicated to providing exceptional healthcare services to the community with a focus on personalized patient care. As a highly skilled and compassionate physician, Dr. Sanchez offers a wide range of medical services tailored to meet the unique needs of each patient. Whether you are seeking routine check-ups, preventive care, or specialized medical attention, Dr. Sanchez and her experienced team are committed to ensuring a welcoming and supportive environment. We prioritize your health and well-being, utilizing the latest medical advancements and technology to deliver comprehensive care.

Welcome to Gerald Gaughan, MD, a trusted name in health and wellness located at 176 Grand Street, White Plains, New York. As part of the esteemed Doctors United network, we are proud to offer a comprehensive multi-specialty care experience that serves the communities of Bronx, White Plains, Ardsley, and Yonkers, NY. At Gerald Gaughan, MD, we understand that finding a reliable and compassionate healthcare provider is crucial. Our patients often describe their visits as akin to "dealing with trusted family," noting the friendliness and helpfulness of our staff from the moment they walk through our doors to the time they leave. We strive to maintain this level of care, ensuring that each patient feels valued and understood.

Welcome to Jakub Tatka, MD, your trusted healthcare provider located at 122 Maple Avenue, White Plains, New York. Dr. Jakub Tatka is dedicated to offering comprehensive medical care tailored to meet the unique needs of each patient. With a commitment to promoting health and wellness, Dr. Tatka provides a wide range of services designed to ensure optimal health outcomes for individuals and families in the White Plains community. At our practice, we prioritize patient-centered care, emphasizing clear communication and personalized treatment plans. Whether you are seeking preventive care, managing a chronic condition, or need guidance on maintaining a healthy lifestyle, Dr. Tatka and his experienced team are here to support you every step of the way.

Welcome to Doctors United: Gaughan Gerald MD, a trusted multi-specialty medical center located at 1 Bridge Street, Ardsley, New York. With over 20 years of serving the communities of Bronx, White Plains, Yonkers, and Ardsley, we are proud to offer comprehensive pain management services and a wide range of healthcare solutions under one roof. Our team of highly skilled professionals includes neurologists, orthopedic specialists, pain management physicians, and more, dedicated to providing exceptional care. At Doctors United, we specialize in diagnosing and treating various pain conditions such as neck pain, back pain, sciatica, knee pain, and more. We also manage car accident injuries and workers' compensation cases with meticulous attention to detail, ensuring our patients receive the best care possible. Our services include chiropractic care, joint injections, and physical therapy, all designed to offer well-rounded treatment for your pain management needs.

Welcome to Doctors United: Clasio Sheila O Located at 1 Bridge Street, Ardsley, New York 10502, Doctors United is your trusted local health and physiotherapy center, dedicated to providing comprehensive pain management and wellness services. As part of a renowned multi-specialty practice with additional locations in Bronx, White Plains, and Yonkers, NY, we are committed to delivering exceptional healthcare to our community.

Welcome to the practice of Veronique A. Brinson, MD, conveniently located at 440 White Plains Road, Eastchester, New York. As a dedicated healthcare professional within the Montefiore Medical Group, Dr. Brinson is committed to providing exceptional medical care and personalized attention to each patient. At our Eastchester location, we offer a comprehensive range of health services designed to meet your unique needs. Our practice is equipped with the latest medical technology, ensuring that you receive the highest standard of care. Whether you are scheduling a routine check-up or addressing specific health concerns, Dr. Brinson and her team are here to support your journey to optimal health.

Welcome to the Practice of Rafaela Gonzalez-Lamos, MD Located at 1329 West Boston Post Road, Larchmont, New York, Rafaela Gonzalez-Lamos, MD, offers specialized healthcare services tailored to adults over the age of 65. As a board-certified physician in Internal Medicine and Geriatric Medicine, Dr. Gonzalez-Lamos is dedicated to providing comprehensive primary care and managing age-related health conditions.

Welcome to Sarasavini Jayaram, MD, where your health and well-being are our top priorities. Conveniently located at 340 South Broadway, Yonkers, NY 10705, our practice is a part of the renowned Doctors United network, serving the communities of Bronx, White Plains, Ardsley, and Yonkers, New York with exceptional care for over 20 years. At our multi-specialty medical center, we offer comprehensive pain management services and a wide range of medical expertise all under one roof. Our team includes specialists in neurology, physical medicine and rehabilitation, orthopedic care, and social work, ensuring that our patients receive holistic and personalized care tailored to their specific needs.

Welcome to the practice of Dr. Srinivasa R. Adapa, M.D., where your health and well-being are our top priorities. Conveniently located at 3950 White Plains Road in The Bronx, New York, our clinic offers comprehensive medical care tailored to meet the unique needs of each patient. Dr. Adapa is a highly experienced and compassionate physician dedicated to providing personalized healthcare services. Our practice specializes in preventative care, diagnosis, and treatment of a wide range of medical conditions. We strive to create a welcoming and supportive environment, ensuring that every patient receives the attention and care they deserve.

Welcome to Judy N. Cuzzacrea Wagner's Law Office, conveniently located at 726 Exchange Street, Buffalo, New York. As a seasoned attorney specializing in estate planning and elder care law, Judy is dedicated to providing personalized legal counsel to individuals, families, and business clients. With a deep understanding of wealth planning, she helps clients design comprehensive strategies to preserve, protect, and transfer their assets to future generations. Judy's extensive legal expertise encompasses the use of various tools such as wills, trusts, and pre-nuptial agreements. She is adept at minimizing tax liabilities through strategic planning involving credit shelter trusts, QTIPs, and ILITs. Recognizing the unpredictable nature of life, Judy emphasizes proactive estate planning but is equally prepared to address urgent needs.

Welcome to Bosworth, Gray & Fuller, your trusted Bronxville Estate Planning Attorneys and Westchester County Lawyers. Conveniently located at 116 Kraft Avenue, Bronxville, New York 10708, our firm has been dedicated to serving the legal needs of our community since 1967. At Bosworth, Gray & Fuller, we understand the importance of having a reliable and experienced attorney by your side, whether you're dealing with estate planning concerns or navigating the complexities of purchasing a home. Our team combines the expertise of a large New York law firm with the personalized service and affordability of a smaller practice, ensuring that your interests are zealously protected.

Welcome to Ola M. Azeez, P.C. Attorneys At Law, your trusted legal partner located in the heart of The Bronx, New York. Situated at 3906 White Plains Road, our firm is dedicated to providing exceptional legal services with a focus on personalized client care and effective solutions. As a full-service law firm, we specialize in various areas of law, ensuring that we can meet the diverse needs of our clients. At Ola M. Azeez, P.C., we understand that navigating the legal system can be challenging and overwhelming. Our experienced attorneys are committed to guiding you through every step of the process with professionalism and integrity. Whether you require assistance with family law, criminal defense, immigration issues, real estate transactions, or personal injury claims, our team is here to advocate for your rights and achieve the best possible outcome.

Welcome to U-Haul Moving & Storage of White Plains, conveniently located at 1 Virginia Road, White Plains, New York 10603. We are proud to be one of U-Haul's premier self-storage facilities, offering a clean, dry, and secure environment for all your storage needs. Whether you're moving, decluttering, or need a temporary space, our facility provides a wide range of storage options to suit your requirements. Our unique split-level storage units are designed for maximum convenience and security, with upper-level units accessible via stairs. We also offer reduced-height storage lockers inside our self-storage facility, ensuring the same level of protection and ease of access.

Welcome to HUB International, your trusted insurance agency located at 520 White Plains Road, New York 10591. As part of the HUB International family, we are proud to present our specialized services through Onecap Services LLC and Preferred Services Group (PSG). Onecap Services LLC is dedicated to providing client-focused insurance and risk mitigation solutions. With over 30 years of industry expertise, we offer tailored Property & Casualty insurance solutions to meet the unique needs of both businesses and individuals. Founded in 2012, Onecap Services is committed to service excellence and leveraging our strong relationships with carriers. Our boutique agency approach, combined with HUB International's vast resources, positions us as a leader in the industry. We serve clients across various sectors, with particular expertise in real estate, healthcare, and financial services.

Welcome to Chang Li-Feng Chao - Prudential Financial, your trusted partner in navigating the complexities of finance and insurance. Conveniently located at 360 Hamilton Avenue in the heart of White Plains, New York, our agency is dedicated to providing personalized financial solutions tailored to meet your unique needs and goals. At Chang Li-Feng Chao - Prudential Financial, we understand that financial planning and insurance are essential components of a secure future. Our experienced team is committed to offering comprehensive guidance and expert advice in areas such as life insurance, retirement planning, investment strategies, and wealth management. We strive to empower our clients with the knowledge and tools necessary to make informed decisions, ensuring peace of mind and financial stability.