TOP 30 Financial access in White Plains, New York

194 results found

Merrill Lynch Financial Advisor Susan M Condit is a dedicated financial institution located at 360 Hamilton Avenue in White Plains, New York, United States. Susan Condit follows a disciplined process to understand each client's needs, concerns, and priorities, holding the title of Senior Financial Advisor. She is passionate about delivering excellent service and is actively involved in volunteering in the community. The institution offers personalized financial planning through Merrill Personal Wealth Analysis™, focusing on the client's goals and priorities. With a focus on family, goals, and priorities that may change over time, Susan Condit works closely with clients to develop personalized financial strategies. By utilizing the Investment Personality Assessment, clients can gain a deeper understanding of their investing preferences and work towards achieving their financial goals. The institution offers ongoing support to help clients stay on track and adjust their financial approach as needed. With a commitment to understanding each client personally, Susan Condit strives to help clients achieve their financial goals through a customized investment approach. Merrill Lynch Wealth Management Advisors provide comprehensive financial solutions tailored to address each client's needs and goals. The institution puts clients first, offering one-on-one relationships with dedicated advisors to guide them through their financial journey. With a focus on personalized investment strategies and access to financial solutions from Bank of America, clients can benefit from a collaborative approach to financial planning. Susan Condit is registered to do business in several states and offers insights, tips, and strategies to help clients live their best financial life. It is important to note that investing involves risk and clients should consult with legal and tax advisors before making financial decisions. Merrill Lynch offers a range of services, including brokerage, investment advisory, and financial planning, with important differences between each service. Clients can speak with their Merrill financial advisor to learn more about these services and determine the best approach for their financial needs.

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 Michael J Gorman, 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. This institution provides timely insights on market trends and the global economy to help clients stay on track with their financial goals. By understanding each client's unique financial picture, personalized wealth management strategies are created to help pursue their goals. The institution focuses on building relationships through conversations to identify and prioritize goals that matter most. With tools to track changes in clients' lives and goals, the institution aims to help clients make informed investment decisions that align with their aspirations. By offering access to the investment insights of Merrill and banking solutions from Bank of America, clients can develop a financial approach designed to address their needs. The mission of Merrill Lynch Financial Advisor Michael J Gorman is to understand each client and what matters most to them, providing personalized plans to help achieve financial goals and manage investment risk. With a focus on bringing fresh perspectives to clients' financial lives, the institution goes beyond the traditional role of an advisor to help clients make informed decisions as they pursue their goals.

Merrill Lynch Financial Advisor Christopher R Fleming, located at 360 Hamilton Avenue, White Plains, New York, United States, is dedicated to managing your wealth through a personalized approach tailored to your goals and priorities. With access to the investment insights of Merrill and the banking solutions of Bank of America, Christopher Fleming can help you navigate the ever-changing market conditions and create a strategy that aligns with your financial aspirations. As a Certified Financial Planner, Christopher Fleming is registered to do business in multiple states and is committed to understanding your unique financial situation and what matters most to you and your family. By conducting a Merrill Personal Wealth Analysis™, he can build a personalized plan centered on your goals and focused on helping you achieve what matters most to you.

Merrill Lynch Financial Advisor Robert J Tarpey is a finance institution located at 360 Hamilton Avenue, White Plains, New York, United States. The institution focuses on building personalized relationships with clients to help them identify and prioritize their financial goals. By listening and understanding each client's unique needs, the advisors at Merrill Lynch aim to create customized financial approaches that align with their aspirations. Drawing upon behavioral finance research, Merrill Lynch offers an Investment Personality Assessment to gain a deeper understanding of how clients think and feel about investing. This assessment helps in developing tailored financial strategies that can help clients pursue their goals effectively. The institution believes in regularly updating and revisiting financial approaches to reflect changes in clients' lives and the market.

Merrill Lynch Financial Advisor Mary E Tompkins is a finance institution located at 360 Hamilton Avenue, White Plains, New York, United States. The team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service. They offer services such as wealth management, personalized financial planning, and investment strategies tailored to your specific goals and priorities. The advisors at Merrill Lynch aim to understand your individual needs and aspirations in order to create a personalized plan to help you achieve financial success. With access to the resources of Merrill and Bank of America, they can provide comprehensive financial solutions to help you reach your goals. Whether you are planning for retirement, saving for a home, or funding your child's education, Merrill Lynch Financial Advisor Mary E Tompkins is committed to helping you navigate the complexities of your financial life and achieve your goals. Contact them today to start your personalized financial journey.

Latino U College Access is a non-profit organization located at 75 Virginia Road in White Plains, New York. Our mission is to empower Latino students to achieve their higher education goals through mentorship, academic support, and college readiness programs. We provide personalized guidance and resources to help students navigate the college application process, secure financial aid, and succeed in their academic endeavors. With a focus on equity and access, Latino U College Access is committed to helping Latino students reach their full potential and fulfill their dreams of higher education.

The Medical Centre of White Plains is a comprehensive healthcare facility located at 170 Maple Avenue in White Plains, New York. This institution offers a wide range of medical services, including primary care, specialty care, diagnostic testing, and preventive health services. In addition to medical services, the centre also provides financial assistance and insurance guidance to help patients navigate the complex healthcare system. With a convenient location and a dedicated team of healthcare professionals, the Medical Centre of White Plains is committed to providing high-quality and accessible healthcare to the community.

Harlan Check Cashing & Financial Services is a trusted finance institution located at 245 Tarrytown Road in White Plains, New York. We offer a range of financial services including check cashing, money transfers, bill payments, and more. Our friendly and knowledgeable staff are dedicated to providing fast and convenient services to meet your financial needs. Visit us today for all your financial needs.

Leah Palladino - Associate Financial Advisor at Ameriprise Financial Services, LLC is located at 520 White Plains Road, Tarrytown, New York, United States. Specializing in finance, Leah offers personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Regular meetings are scheduled to review progress and adjust strategies as life changes. Clients can conveniently access their investments and track progress towards goals securely from any device. To learn more about how Leah can help, schedule a complimentary initial consultation. With proper registration, Leah can conduct securities business with residents of specific states. Ameriprise Financial Services, LLC cannot guarantee future financial results. Clients are encouraged to refer friends and family members for financial advice, as Leah appreciates the opportunity to help others achieve their financial goals. Users of the website are bound by the terms of Ameriprise Financial Website Rules and Regulations. Member of FINRA and SIPC, Ameriprise Financial prioritizes privacy and security for clients.

Vincent 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.

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.

Bhashyam 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.

Merrill Lynch Financial Advisor Charles E. Branch is a trusted finance institution located at 360 Hamilton Avenue, White Plains, New York, United States. Charles has been with Merrill Lynch Wealth Management since 2006, specializing in building clear financial roadmaps to help clients prioritize their life and financial goals. He not only advises clients but also educates them on their financial lives, helping them navigate the complex investment world to make appropriate financial decisions. Charles and his team have extensive investment advisory experience, allowing them to craft customized wealth strategies that encompass all aspects of a client's life. Charles is actively involved in various organizations and charities, demonstrating his commitment to serving the community. At Merrill Lynch Wealth Management, the team focuses on building strong client relationships based on trust and personalized service, centered on the client's family, goals, and priorities. They believe in creating personalized financial plans tailored to each client's unique ambitions and needs, helping them achieve their long-term goals. By staying connected with clients and regularly reviewing their financial approach, Charles and his team ensure that clients stay on track to achieve what matters most to them. With access to the investment insights of Merrill and banking solutions from Bank of America, they work with clients to develop approaches designed to address their financial needs and achieve their goals. The institution offers personalized investment strategies and comprehensive financial solutions to help clients live their best financial lives.

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.

Merrill Lynch Financial Advisor Daniel P Tarpey is a finance institution located at 360 Hamilton Avenue, White Plains, New York, United States. The institution focuses on starting relationships with conversations to help clients identify and prioritize their financial goals. They believe in achieving financial success by making personalized investment decisions that align with clients' aspirations. Through the Investment Personality Assessment, they gain a deeper understanding of clients' investing preferences to customize financial approaches. The institution offers tools to track changes in clients' lives and goals to reflect in their financial strategies. With access to Merrill's investment insights and Bank of America's banking solutions, they work with clients to develop an approach tailored to their financial needs. The team, supported by Merrill's global resources, is dedicated to building strong client relationships based on trust and personalized service. Merrill Personal Wealth Analysis™ helps build and document personalized plans centered on clients' goals. Regular check-ins and adjustments to financial approaches ensure clients stay on track to achieve their objectives. By getting to know clients personally and understanding their priorities, the institution offers financial approaches that reflect their unique needs and personalities. The advisors at Merrill Lynch Wealth Management help clients navigate financial complexities and build customized investment strategies to reach their goals. The institution puts clients first, providing dedicated one-on-one relationships and personalized investment strategies. They offer the latest investment insights, tips, and strategies to help clients live their best financial lives.

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.

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.

Welcome to Ronald Colangelo - Financial Advisor at Ameriprise Financial Services, LLC, located at 399 Knollwood Road, White Plains, New York 10603. Our mission is to help you achieve your financial goals, whether they include planning for retirement, funding education, or making a major purchase like a second home. With personalized investment, asset allocation, and portfolio recommendations, we tailor our services to fit your individual goals and risk tolerance. At our firm, we believe in a collaborative approach. We document your goals, regularly review and analyze your progress, and update your financial plan as life changes. You can conveniently track your investments and progress anytime, from any device, securely sharing information with us.

Welcome to USALLIANCE Financial, your trusted partner in achieving financial success. Conveniently located at 41 East Post Road, White Plains, New York, our branch offers a comprehensive range of financial services tailored to meet your needs. As a full-service credit union, we pride ourselves on delivering digital banking solutions that prioritize convenience, personalization, and security. At USALLIANCE Financial, we understand that unforeseen circumstances can arise, and we're committed to supporting our members through challenging financial situations. We provide valuable resources to help you protect yourself from scams, recognize signs of fraud, and access additional financial tools. Explore our extensive resource library filled with informative articles and videos designed to help you reach your financial goals.

Welcome to ATM at White Plains Services Station, your convenient financial partner located at 417 Mamaroneck Avenue, White Plains, New York 10605. Situated in the heart of White Plains, our ATM provides quick and easy access to your financial needs. Whether you're withdrawing cash, checking your account balance, or performing other essential transactions, our user-friendly ATM ensures a seamless experience. Committed to serving the community, we offer reliable and secure financial services to help you manage your money efficiently. Stop by today and enjoy the convenience of our services at White Plains Services Station.

Welcome to ATM Dunkin Donuts, conveniently located at 2148 White Plains Road, The Bronx, New York 10462. Serving the community with accessible banking and financial services, our ATM offers a seamless experience for all your essential financial needs. Whether you're grabbing a coffee at Dunkin Donuts or just passing by, our ATM ensures you have quick and secure access to your funds. Designed for convenience and efficiency, it's your reliable stop for withdrawals, deposits, and balance inquiries. Visit us today and experience the ease of banking right in your neighborhood.

Welcome to ATM Dunkin Donuts - 2200 White Plains Located at 2200 White Plains Road in the heart of The Bronx, New York, ATM Dunkin Donuts offers convenient access to your banking and financial needs. Whether you're grabbing a quick coffee or donut at Dunkin', our ATM is here to provide fast and secure financial transactions to keep you on the go.

Welcome to Coldwell Banker Realty - White Plains Office, your premier destination for comprehensive real estate services in the heart of Westchester County. Conveniently located at 278 Mamaroneck Avenue, White Plains, NY 10605, our bustling office is at the center of a vibrant community just 30 minutes from Manhattan via Metro North, with easy access to major highways. White Plains is a dynamic city, home to The New Ritz Carlton Hotel and Residences, Trump Tower, Cappelli City Center, and luxury retail destinations such as Neiman Marcus and Bloomingdale's. It is a hub for corporate America, attracting numerous major corporations to its thriving business environment.

Polinsky Dental, located at 300 Martine Avenue in White Plains, New York, is a trusted dentist institution dedicated to providing families in the area with exceptional dental care. With a highly skilled and experienced professional team, they offer a full scope of general dental services in a hi-tech and comfortable office setting. At Polinsky Dental, they prioritize personalized care and take the time to discuss treatment options with each patient. By helping patients make informed decisions about their oral health, they strive to provide the best level of service and achieve successful results. The practice stays at the forefront of the latest dental technology, ensuring patients receive the most advanced care available.

SCORE is a finance institution located at 100 Martine Avenue in White Plains, New York, United States. Our volunteers are experienced entrepreneurs, corporate managers, and executives who offer their expertise to help small business professionals start, develop, and grow their businesses. If you're interested in becoming a mentor, we welcome you to join us. We are excited to announce the National Small Business Week Virtual Summit, hosted by the U.S. Small Business Administration and SCORE on April 30 – May 1, 2024. This event will provide educational webinars, business resources, networking opportunities, and guidance from SCORE mentors.

El Brother Grocery is a one-stop shop located at 93 East Post Road in White Plains, New York, offering a wide range of financial services as well as a diverse selection of food items and groceries. As a supermarket and store, El Brother Grocery caters to the needs of the local community by providing convenient access to everyday essentials and banking services all under one roof. Whether you're looking to stock up on groceries, grab a quick bite to eat, or handle your banking needs, El Brother Grocery has you covered.

Koifman CPA & Associates is a reputable accounting and finance institution located at 30 Glenn Street in White Plains, New York. With additional branches in Brooklyn and a toll-free number for easy access, our team is dedicated to fixing tax-filing mistakes and helping clients navigate complex financial matters. Our goal is to provide exceptional service, save our clients time and money, and help them grow their wealth and businesses. We are committed to the success of our clients, as their success is our business. Contact us today to learn more about how we can assist you with your financial needs.