Family office wealth managers in Mount Vernon, New York

Rocio Roca - State Farm Insurance Agent is a dedicated insurance agency located at 16 West 1st Street, Mount Vernon, New York, United States. The agency is led by Rocio Roca, who brings a strong work ethic and entrepreneurial spirit to her business. With 23 years of experience on Wall Street, Rocio is committed to providing remarkable service to her clients. She aims to empower underrepresented communities to strive for a better quality of life and create generational wealth. The agency offers a range of insurance services, including auto, home, health, and life insurance. Clients can also receive assistance with financial needs analysis and guidance on major life transitions. The team at Rocio Roca - State Farm Insurance Agent includes licensed professionals who are fluent in Spanish and dedicated to serving the community.

Corey Anthony - State Farm Insurance Agent is a well-established insurance agency located at 579 Gramatan Avenue in Mount Vernon, New York. With 25 years of experience serving the community, Corey Anthony is dedicated to providing outstanding customer service to families and businesses alike. His office offers a wide range of insurance products including Auto, Home, Life, Health, and Business Insurance. In addition to insurance, Corey can also assist with all your financial needs such as Banking and Financial products. Corey has received numerous awards and recognition for his exceptional service, and his philosophy is centered around putting the customer first and helping them plan for the future they want. The agency is licensed to do business in NY, CT, and NJ. Whether you need insurance coverage or financial planning assistance, Corey Anthony and his team are here to help. Contact them today to learn more about how they can assist you in protecting yourself and planning your financial future.

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 Hopeton Scott - Prudential Financial, your trusted partner in achieving financial security and peace of mind. Conveniently located at 100 Stevens Avenue, Mount Vernon, New York, our agency is committed to providing personalized financial and insurance solutions tailored to meet your unique needs. At Hopeton Scott - Prudential Financial, we understand that every individual and family has distinct goals and aspirations. Our experienced team of professionals is dedicated to helping you navigate the complexities of financial planning and insurance coverage, ensuring you have the right strategies in place to protect your future.

Welcome to Orange Bank & Trust Company, the Hudson Valley's premier financial institution, proudly serving the community for over 130 years. Located at 510 South Columbus Avenue, Mount Vernon, New York, we specialize in commercial lending, business banking, and wealth management services. As an independent bank with a strong foundation built by 14 visionary founders, we have grown to manage more than $2.5 billion in total assets through our conservative banking practices and innovative approaches. With sixteen offices across Orange, Rockland, Westchester, and the Bronx counties, Orange Bank & Trust is deeply committed to supporting both local businesses and families. Our dedicated team of local bankers is here to assist you with all your financial needs, ensuring personalized service and expert guidance at every step.