TOP 30 Finance services in White Plains, New York
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Vincent P Gianatasio - Financial Advisor, Ameriprise Financial Services, LLC
● OpenVincent P Gianatasio is a financial advisor at Ameriprise Financial Services, LLC located at 670 White Plains Road in Scarsdale, New York, United States. With a focus on helping clients achieve their financial goals, Vincent offers personalized advice and guidance tailored to each individual's needs. As part of Ameriprise, Vincent has access to a wide range of resources and tools to help clients make informed decisions about their finances. Clients can review Vincent's background, credentials, and experience to ensure they are the right fit for their needs. By filling out the "Request consultation" form, clients can schedule a complimentary initial consultation with Vincent to discuss their financial goals and create a personalized plan for the future.
670 White Plains Rd Ste 114, Scarsdale, NY 10583, United States -
VERITA WEALTH ADVISORY GROUP - Ameriprise Financial Services, LLC
● OpenVerita Wealth Advisory Group - Ameriprise Financial Services, LLC is a finance institution located at 520 White Plains Road in Tarrytown, New York, United States. Our team of Ameriprise financial advisors are registered to do business in certain U.S. states and are dedicated to helping clients achieve their financial goals. During the initial consultation, we provide an overview of financial planning concepts to understand what is most important to you. Please note that you will not receive written analysis and/or recommendations during this meeting. While we cannot guarantee future financial results, we are committed to guiding you towards a secure financial future.
520 White Plains Rd Ste 500 - 5023, Tarrytown, NY 10591, United States -
Integrity Business Solutions, Inc. (Income Tax and Real Estate Services)
● OpenIntegrity Business Solutions, Inc. is a reputable institution offering a range of services including income tax preparation and real estate services. Located at 3805 White Plains Road in New York, United States, this institution is known for its professionalism, integrity, and expertise in the fields of accounting, finance, and real estate. Whether you are looking for assistance with your taxes or need help buying or selling a property, Integrity Business Solutions, Inc. is dedicated to providing top-notch service to meet your needs.
3805 White Plains Rd, Bronx, NY 10467, United States -
Jackson Hewitt Tax Service
● OpenJackson Hewitt Tax Service is a finance institution located at 4375 White Plains Road in New York, United States. While their tax advance loans are no longer available this year, their team of Tax Pros is ready to help you maximize your refund. Whether you prefer in-person tax preparation, drop-off services, or assistance with IRS letters, Jackson Hewitt has you covered. Their Tax Pros are fluent in both English and Spanish, making it convenient for Spanish-speaking clients to get the assistance they need. Book an appointment online or simply walk in to their office to get started. Trust Jackson Hewitt Tax Service to help you make every dollar count when it comes to your taxes.
4375 White Plains Rd Ste A, Bronx, NY 10466, United States -
ATAX - White Plains - Bronx NY
● OpenATAX is a trusted accounting and finance institution located in the Bronx, NY. Our office at 4108 White Plains Road in New York offers a wide range of services including tax preparation, bookkeeping, payroll, and financial planning. Our team of experienced professionals is dedicated to providing top-notch financial solutions to individuals and businesses in the area. Whether you need help with filing your taxes or managing your finances, ATAX is here to assist you every step of the way. Visit our office today and let us help you achieve your financial goals.
4108 White Plains Rd, Bronx, NY 10466, United States -
Jackson Hewitt Tax Service
● OpenJackson Hewitt Tax Service, located at 4015 White Plains Road in New York, United States, is a finance institution dedicated to helping individuals maximize their tax refunds. While their tax advance loans have ended for the year, their Tax Pros are still available to assist you in getting the most out of your return. Their services are perfect for those with busy schedules, as you can simply drop off your tax documents and let a Tax Pro handle the rest. They will review your final return with you over a quick call and provide convenient e-signing options.
4015 White Plains Rd Suite A, Bronx, NY 10466, United States -
Refinery Dental - General Dentist in Scarsdale, NY
● OpenRefinery Dental is a leading general dentist located in Scarsdale, NY, offering a wide range of carefully curated dental services for routine preventative and restorative care. Dr. Brandon Carter, a graduate of the University of North Carolina and Howard University, is dedicated to providing top-notch dental care to patients in the Westchester area. Our full-service dental office is committed to helping you achieve a healthy and beautiful smile. We accept most insurance plans and offer patient financing through Lending Club to make treatment affordable for everyone. Conveniently located on Central Park Avenue, our office is easily accessible from White Plains, Heartsdale, and Eastchester. Schedule a consultation today to see how we can enhance your smile and improve your oral health.
455 Central Park Ave # 309, Scarsdale, NY 10583, United States -
Allstate Financial Services
● OpenAllstate Financial Services is a finance and insurance agency located at 11 Martine Avenue in White Plains, New York, United States. With a strong reputation for providing top-notch financial services and insurance products, Allstate Financial Services is dedicated to helping individuals and businesses achieve their financial goals and protect their assets. Whether you are looking for investment advice, retirement planning, or insurance coverage, the knowledgeable professionals at Allstate Financial Services are here to help you every step of the way. Trust in Allstate Financial Services to provide you with the personalized financial solutions you need to secure your future.
Lubin Graduate Center, 11 Martine Ave #6, White Plains, NY 10606, United States -
Tax Master Financial Services Corp.
● OpenTax Master Financial Services Corp. is a reputable accounting and finance institution located at 2245 White Plains Road in New York, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses, including tax preparation, bookkeeping, and financial planning. Their commitment to excellence and personalized service sets them apart in the industry, making them a trusted partner for all your financial needs. Whether you need help with tax compliance or financial consulting, Tax Master Financial Services Corp. is dedicated to helping you achieve your financial goals.
2245 White Plains Rd, Bronx, NY 10467, United States -
Bruno Tax Services
● OpenBruno Tax Services is a reputable accounting and finance institution located at 1073 White Plains Road in New York, United States. With a team of experienced professionals, Bruno Tax Services provides top-notch tax preparation, financial planning, and accounting services to individuals and businesses. Whether you need help with filing your taxes, managing your finances, or planning for the future, Bruno Tax Services is dedicated to helping you achieve your financial goals. Trust Bruno Tax Services for reliable and efficient financial solutions.
1073 White Plains Rd, Bronx, NY 10472, United States -
Bhashyam Wealth Management Associates - Ameriprise Financial Services, LLC
● OpenBhashyam Wealth Management Associates - Ameriprise Financial Services, LLC is a trusted finance institution located at 399 Knollwood Road, White Plains, New York, United States. They have been recognized as one of Investor’s Business Daily’s Most Trusted Wealth Managers. The team at Ameriprise Financial focuses on understanding your goals, whether it be retirement planning, education savings, or making a major purchase. They provide personalized investment recommendations based on your risk tolerance and regularly review and update your financial plan as needed. With access to your investments and accounts from any device, you can track your progress towards your goals securely. The Retirement InteractiveSM tool helps you explore potential challenges to your retirement income. Backed by the Ameriprise Investment Research Group, their advisors stay informed on market conditions to provide you with guidance. Ameriprise financial advisors are registered to do business in certain U.S. states, so be sure to check their personal website or FINRA’s BrokerCheck website for details. Schedule a complimentary initial consultation to discuss your financial goals and start planning for a secure financial future.
399 Knollwood Rd Ste G10, White Plains, NY 10603, United States -
Hudson Valley Financial Group - Ameriprise Financial Services, LLC
● OpenHudson 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.
399 Knollwood Rd Ste G10, White Plains, NY 10603, United States -
Steven Solomon - UBS Financial Services Inc.
● OpenSteven 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.
709 Westchester Ave Suite 400, White Plains, NY 10604, United States -
MM Wealth Management - UBS Financial Services Inc.
● OpenMM Wealth Management - UBS Financial Services Inc. is a prestigious finance institution located at 709 Westchester Avenue, White Plains, New York, United States. With a reputation for excellence and expertise in wealth management, this institution offers a wide range of financial services to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or estate planning, the dedicated team at MM Wealth Management - UBS Financial Services Inc. is committed to providing personalized solutions tailored to your individual needs. Trust in their experience and knowledge to help you secure your financial future.
709 Westchester Ave Suite 400, White Plains, NY 10604, United States -
Christopher Pesce - UBS Financial Services Inc.
● OpenChristopher 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.
709 Westchester Ave Suite 400, White Plains, NY 10604, United States -
Neil Klein - UBS Financial Services Inc.
● OpenNeil 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.
709 Westchester Ave Suite 400, White Plains, NY 10604, United States -
George Paul Kanas, CFP, CRPC - UBS Financial Services Inc.
● OpenGeorge 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.
709 Westchester Ave Suite 400, White Plains, NY 10604, United States -
Robert Sabel, CRPC - UBS Financial Services Inc.
● OpenRobert Sabel, CRPC - UBS Financial Services Inc. is a renowned finance institution located at 709 Westchester Avenue in White Plains, New York, United States. With a focus on providing exceptional financial services, Robert Sabel and his team are dedicated to helping clients achieve their financial goals. As a Certified Retirement Planning Counselor, Robert Sabel offers expert advice and personalized solutions to help clients navigate the complexities of retirement planning. Whether you are looking to invest, save for the future, or plan for retirement, Robert Sabel, CRPC - UBS Financial Services Inc. is committed to providing top-notch financial expertise and guidance.
709 Westchester Ave Suite 400, White Plains, NY 10604, United States -
Brian Sable - UBS Financial Services Inc.
● OpenBrian Sable - UBS Financial Services Inc. is a reputable financial institution located at 709 Westchester Avenue in White Plains, New York, United States. Specializing in finance, they offer a wide range of services to help clients manage their wealth and achieve their financial goals. With a team of experienced professionals, Brian Sable - UBS Financial Services Inc. provides personalized financial solutions tailored to meet the unique needs of each client. Whether you are looking to invest, plan for retirement, or secure your financial future, this institution is dedicated to providing top-notch services and expert advice to help you succeed.
709 Westchester Ave Suite 400, White Plains, NY 10604, United States -
Michael Dwyer - UBS Financial Services Inc.
● OpenMichael Dwyer - UBS Financial Services Inc. is a renowned finance institution located at 709 Westchester Avenue in White Plains, New York, United States. With a strong reputation for providing top-notch financial services, the institution offers a wide range of investment and wealth management solutions to its clients. Whether you are looking to grow your assets, plan for retirement, or secure your financial future, Michael Dwyer - UBS Financial Services Inc. has the expertise and resources to help you achieve your goals. Their team of experienced professionals is dedicated to providing personalized financial advice and guidance tailored to meet your individual needs. Trust in Michael Dwyer - UBS Financial Services Inc. to help you navigate the complexities of the financial world and make informed decisions for a secure financial future.
709 Westchester Ave Suite 400, White Plains, NY 10604, United States -
Mitchell WealthCare - UBS Financial Services Inc.
● OpenMitchell 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.
709 Westchester Ave Suite 400, White Plains, NY 10604, United States -
Roger Matles - UBS Financial Services Inc.
● OpenRoger 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.
709 Westchester Ave Suite 400, White Plains, NY 10604, United States -
Soundview Market - UBS Financial Services Inc.
● OpenSoundview Market - 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 to its clients, Soundview Market offers a wide range of investment options and wealth management solutions. The team of experienced professionals at Soundview Market is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to invest, save for retirement, or plan for the future, Soundview Market - UBS Financial Services Inc. is committed to providing personalized and comprehensive financial advice tailored to your individual needs.
709 Westchester Ave Suite 400, White Plains, NY 10604, United States -
The Dauti & DiSiena Group - UBS Financial Services Inc.
● OpenThe 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.
709 Westchester Ave 20th Floor, White Plains, NY 10604, United States -
Kevin Bertoncin, CFP® - UBS Financial Services Inc.
● OpenKevin 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.
709 Westchester Ave Suite 400, White Plains, NY 10604, United States -
Jackson Hewitt Tax Service
● OpenJackson Hewitt Tax Service, located at 3532 White Plains Road in New York, United States, is a finance institution that specializes in helping clients get their biggest tax refunds. While their tax advance loans have ended this year, their team of Tax Pros is ready to assist you in maximizing your refund. Whether you prefer in-person tax preparation, drop-off services, or need help with IRS letters, Jackson Hewitt Tax Service has you covered. Their Tax Pros are fluent in both English and Spanish, making it easier for Spanish-speaking clients to receive assistance.
3532 White Plains Rd, Bronx, NY 10467, United States -
Bzura's Income Tax Services
● OpenBzura's Income Tax Services is a reputable accounting and finance institution located at 2245 White Plains Road in New York, United States. With a team of experienced professionals, we provide expert income tax services to individuals and businesses. Our goal is to help our clients navigate the complex world of taxes and finances, ensuring they maximize their returns and minimize their liabilities. Trust Bzura's Income Tax Services for all your tax and financial needs.
2245 White Plains Rd, Bronx, NY 10467, United States -
ALR Tax & Accounting Services
● OpenALR Tax & Accounting Services is a professional institution located at 2303 White Plains Road in New York, United States. Specializing in accounting and finance, our team of experts is dedicated to providing top-notch services to individuals and businesses alike. With years of experience and a commitment to excellence, we strive to help our clients navigate the complex world of taxes and financial management with ease. Whether you need assistance with tax preparation, bookkeeping, or financial planning, ALR Tax & Accounting Services is here to help you achieve your financial goals. Contact us today to schedule a consultation and see how we can assist you in reaching your financial aspirations.
2303 White Plains Rd, Bronx, NY 10467, United States -
Extreme Tax & Insurance Services
● OpenExtreme Tax & Insurance Services is a trusted institution located at 3904 White Plains Road in New York, United States. Specializing in accounting, finance, and insurance services, our dedicated team is committed to providing top-notch assistance to individuals and businesses alike. With a focus on accuracy and efficiency, we strive to help our clients navigate the complexities of taxes and insurance with ease. Whether you need help with tax preparation, financial planning, or insurance coverage, Extreme Tax & Insurance Services is here to provide expert guidance and support. Visit us today to experience our exceptional services firsthand.
3904 White Plains Rd, Bronx, NY 10466, United States -
DMI Bookkeeping & Accounting Services
● OpenDMI Bookkeeping & Accounting Services is a professional institution located at 575 White Plains Road in Eastchester, New York. Specializing in accounting and finance services, our team of experts is dedicated to helping individuals and businesses manage their financial records with precision and accuracy. Whether you need assistance with bookkeeping, tax preparation, or financial planning, we are here to provide reliable and efficient solutions tailored to your specific needs. Trust DMI Bookkeeping & Accounting Services to handle your financial responsibilities with professionalism and expertise.
575 White Plains Rd, Eastchester, NY 10709, United States
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