Financial advisor resources in White Plains, New York

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.

UBS Financial Services Inc. is a leading financial institution located at 709 Westchester Avenue, White Plains, New York, United States. Specializing in finance, UBS provides a wide range of services including wealth management, investment banking, asset management, and more. With a global presence and a reputation for excellence, UBS is committed to helping clients achieve their financial goals and secure their financial future. Whether you are looking for personalized wealth management services or expert investment advice, UBS Financial Services Inc. has the expertise and resources to meet your needs.

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.

Redlig Financial Services Inc. is a reputable accounting and finance institution located at 40 Prescott Avenue in White Plains, New York, United States. With a team of experienced professionals, we provide a wide range of financial services to individuals and businesses, including tax preparation, bookkeeping, financial planning, and investment management. Our goal is to help our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how we can assist you with your financial needs.

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 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.

Michael 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.

Merrill Lynch Financial Advisor Angelo Mamone, Jr. is a finance institution located at 360 Hamilton Avenue, White Plains, New York, United States. As a Senior Financial Advisor and Senior Vice President, Angelo Mamone, Jr. and his team help clients develop personalized retirement plans to ensure their assets last through their lifetime and beyond. With a focus on building strong client relationships based on trust and personalized service, they assist clients with managing multiple aspects of their financial lives. Specializing in helping union members navigate retirement decisions and advising small business owners on their finances, Angelo Mamone, Jr. offers tailored and personalized financial solutions. By utilizing the global resources of Merrill, clients receive comprehensive financial strategies and advice to help them achieve their goals. With a commitment to delivering exceptional service and exceeding client expectations, Angelo Mamone, Jr. aims to build lasting relationships grounded in warmth and genuine care.

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.

Soundview 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.

Welcome to Anthony Pauline - Prudential Financial, your trusted partner in navigating the complex world of finance and insurance. Conveniently located at 360 Hamilton Avenue, White Plains, New York, our agency is committed to offering personalized financial solutions tailored to meet your unique needs. At Anthony Pauline - Prudential Financial, we understand that financial security and peace of mind are top priorities for our clients. Whether you're planning for retirement, seeking life insurance, or looking to invest wisely, our experienced team is here to guide you every step of the way. We pride ourselves on building lasting relationships with our clients, ensuring that their financial goals are not only met but exceeded.

CMC Wealth Management, located at 113 Nethermont Avenue in White Plains, New York, is an institution specializing in accounting and finance. With a focus on helping clients secure their financial future, CMC Wealth Management offers personalized services to address individual circumstances and goals. The founder, Catherine M. Censullo, CPA, PFS, is dedicated to guiding clients through the process of financial planning and investment. At CMC Wealth Management, clients can expect regular reviews of their financial concerns and adjustments to ensure their financial health aligns with their personal, professional, and family situations. The institution emphasizes the importance of proactive financial planning to uncover opportunities and potential rewards for long-term success. Whether clients are seeking brokerage services, investment advisory services, or both, the team at CMC Wealth Management is equipped to assist with a range of financial needs.

Wealth Habits is a finance institution located at 5 Sage Court, White Plains, New York, United States. Our services include market and economic observations, portfolio changes, and operations updates. We also offer education planning with practical tips for college education and ensuring equal funding for every child's education. Our experts can help you unlock the secrets of tax-efficient retirement withdrawals and create a blueprint for optimized retirement distributions. Learn about the pros and cons of 401(k) consolidation to maximize your retirement savings. Our services cover financial planning, investments, and tax planning with actionable strategies, tools, and resources to help you achieve financial independence.

The Portfolio Strategy Group is a leading finance institution located at 50 Main Street in White Plains, New York, United States. Our team of experts specializes in creating customized investment portfolios tailored to meet the unique financial goals and risk tolerances of our clients. With a focus on strategic asset allocation and risk management, we strive to maximize returns while minimizing volatility. Whether you are an individual investor looking to grow your wealth or a business seeking to optimize your financial resources, The Portfolio Strategy Group is here to help you achieve your financial objectives. Contact us today to schedule a consultation and learn more about how we can assist you in reaching your financial goals.

Hara Yoshida Accounting, located at 50 Main Street in White Plains, New York, offers retirement and financial solutions specifically tailored for Japanese Americans. Specializing in cross-border tax solutions for Japanese nationals, the institution provides services for expatriates, dual-citizens, or Japanese nationals living and working in the United States. Yoshida Wealth Management takes a personalized approach to uncovering clients' unique values and priorities in order to develop a harmonious framework between financial plans and life goals. As independent fiduciaries, they aim to be true financial partners, listening to clients, clarifying goals, and developing long-term financial plans and investment strategies for sustained success.

Empire Business Services is a reputable health and insurance agency located at 455 Tarrytown Road in White Plains, New York. With a strong commitment to providing top-notch services to individuals and businesses alike, Empire Business Services offers a wide range of health and insurance products to meet the diverse needs of its clients. Whether you are looking for health coverage for yourself or your employees, or seeking comprehensive insurance solutions for your business, Empire Business Services has the expertise and resources to help you find the perfect plan. Contact us today to learn more about how we can assist you in securing your health and financial future.

Billy Ahmetaj - Solution One Capital Corp is a finance institution located at 707 Westchester Avenue, White Plains, New York, United States. Our team of Mortgage Advisors is dedicated to providing personalized solutions to fit your financial needs. By completing our secure application, we can offer you custom quotes with various options to choose from. We work with a network of lenders to find the best rates and loan programs for you, ensuring a fast and efficient funding process. Whether you're looking to buy a new home or refinance an existing property, our team is here to help you every step of the way. We offer a wide range of loan programs, including 30yr mortgages, VA loans, commercial loans, and more. Our goal is to close your loan in 14 days or less, using a combination of new technology and old-fashioned customer service.

Loretta De Simone - New York Life Agent is an insurance agency located at 777 Westchester Avenue, White Plains, New York, United States. They offer permanent policies with guaranteed death benefits and cash value that grows over time, as well as long-term coverage that is customizable to your needs and budget. Their services include investments in the market, assistance with everyday tasks, income replacement due to sickness or injury, and guidance on creating an estate plan. The institution has a diverse workforce and a commitment to giving back to communities through charitable initiatives. With over 12,000 agents nationwide, they provide tailored solutions to help you protect your family and secure your financial future. You can access resources and tools to help you plan for the future, and their financial strength ratings from major agencies reflect their commitment to policyholders.

Lexco Wealth Management is a leading finance institution located at 120 White Plains Road in Tarrytown, New York. Our team of experienced financial experts provides personalized wealth management services to help clients achieve their financial goals. From investment strategies to retirement planning, we offer comprehensive financial solutions tailored to each client's unique needs. Trust Lexco Wealth Management to guide you towards a secure financial future.

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.

Housman & Elezovic, LLP is a prestigious law firm located at 399 Knollwood Road in White Plains, New York. With a team of experienced attorneys, they specialize in a wide range of legal services including business law, real estate law, estate planning, and more. Known for their dedication to providing top-notch legal representation and personalized attention to each client, Housman & Elezovic, LLP is a trusted resource for individuals and businesses in need of expert legal counsel. Contact them today to schedule a consultation and see how they can assist with your legal needs.

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.

Paradigm Asset Management Co is a leading finance institution located at 445 Hamilton Avenue in White Plains, New York, United States. With a strong track record of success, Paradigm offers a wide range of investment services and solutions to help clients achieve their financial goals. Their team of experienced professionals is dedicated to providing personalized guidance and expert advice to help clients navigate the complexities of the financial markets. Whether you are looking to grow your wealth, plan for retirement, or preserve your assets, Paradigm Asset Management Co is committed to delivering exceptional results and superior service.

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.

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.

S&R Tax Professionals is a reputable accounting and finance institution located at 4653 White Plains Road in New York, United States. With a team of experienced professionals, they provide expert tax services and financial advice to individuals and businesses alike. Whether you need help with tax preparation, bookkeeping, or financial planning, S&R Tax Professionals is dedicated to helping you achieve your financial goals. Their commitment to excellence and personalized service sets them apart as a trusted resource for all your accounting needs.

Welcome to the Mutual of America Regional Office in Tarrytown, NY. Conveniently located at 120 White Plains Road, Tarrytown, New York 10591, our office is dedicated to providing exceptional financial services and solutions tailored to meet the unique needs of our clients. As a leading provider in the finance industry, we specialize in retirement plans, investment services, and insurance products designed to help individuals, businesses, and organizations achieve their financial goals. Our team of experienced professionals is committed to delivering personalized guidance and support, ensuring that our clients have the resources and knowledge they need to make informed financial decisions. Visit us today to discover how Mutual of America can help secure your financial future.

Welcome to Bank of America, located at 505 White Plains Road, Tarrytown, New York 10591. As a leading financial institution, we are committed to providing a comprehensive range of banking and financial services designed to meet your needs. Whether you're looking to manage your daily finances, invest with confidence, or navigate the complexities of substantial wealth, Bank of America is here to support you every step of the way. Our offerings include a variety of personal and business banking solutions, such as checking and savings accounts, credit cards, auto loans, and mortgage and home equity products. We also provide advanced investment and wealth management services through our partnership with Merrill Lynch, Pierce, Fenner & Smith Incorporated. With our innovative tools like the Security Center in Mobile and Online Banking, you can enhance your financial security and take proactive measures against fraud.

Welcome to Chase Bank, located at 676 White Plains Road, Scarsdale, New York 10583. As a leading provider in the banking and financial sector, we offer comprehensive services to meet all your personal and business needs. Whether you're looking for an ATM, banking solutions, or financial guidance, Chase Bank is here to assist you. Our Business Banking services provide expert guidance to help you improve cash flow, manage payroll, and find credit solutions tailored to your business needs. We also offer a range of online and mobile services, business credit cards, and payment acceptance solutions designed specifically for businesses.