Financial advisory consultancy in Harrison, NY
64 results found
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The MKMM Group - Morgan Stanley
● OpenThe MKMM Group at Morgan Stanley is a prestigious finance institution located at 2000 Westchester Avenue in Harrison, New York, United States. With a strong reputation for excellence in financial services, the institution offers a wide range of investment and wealth management solutions to individual and institutional clients. Their team of experienced professionals is dedicated to providing personalized financial advice and guidance to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial markets, The MKMM Group at Morgan Stanley is committed to helping you make informed decisions and secure your financial future.
2000 Westchester Ave #1nc, Purchase, NY 10577, United States -
Clifford Topol - Morgan Stanley
● OpenClifford Topol - Morgan Stanley is a renowned financial institution located at 2000 Westchester Avenue in Harrison, New York, United States. With a strong reputation for providing top-tier financial services, Clifford Topol - Morgan Stanley offers a wide range of investment and wealth management solutions to individuals, businesses, and institutions. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and navigate the complexities of the market. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Clifford Topol - Morgan Stanley is committed to providing personalized and strategic financial guidance.
2000 Westchester Ave #1nc, Purchase, NY 10577, United States -
The Maddalena Group - Morgan Stanley
● OpenThe Maddalena Group - Morgan Stanley is a renowned financial institution located at 2000 Westchester Avenue in Harrison, New York. As part of the Morgan Stanley family, they offer a wide range of financial services to their clients, including wealth management, investment banking, and advisory services. With a team of experienced professionals, they strive to provide top-notch financial solutions tailored to meet the unique needs of each client. Whether you are looking to grow your wealth, plan for retirement, or make strategic investments, The Maddalena Group - Morgan Stanley is dedicated to helping you achieve your financial goals.
2000 Westchester Ave #1nc, Purchase, NY 10577, United States -
Mandy Wang, CPA
● ClosedMandy Wang, CPA is a reputable accounting and finance institution located at 707 Westchester Avenue in White Plains, New York, United States. With a team of experienced and knowledgeable Certified Public Accountants, we offer a wide range of accounting and financial services to individuals and businesses. Our services include tax preparation, auditing, financial planning, and consulting. Trust Mandy Wang, CPA to provide accurate and reliable financial solutions tailored to meet your specific needs.
707 Westchester Ave, West Harrison, NY 10604, United States -
Ursula Serluca CPA, LLC
● OpenUrsula Serluca CPA, LLC is a reputable accounting and finance institution located at 3010 Westchester Avenue in Harrison, New York, United States. With a team of experienced professionals, they provide a wide range of services including tax preparation, auditing, financial planning, and consulting. Clients can trust Ursula Serluca CPA, LLC for their expertise and dedication to helping individuals and businesses achieve their financial goals.
3010 Westchester Ave #302, Purchase, NY 10577, United States -
Grant Mccarthy Group LLC
● OpenGrant McCarthy Group LLC is a finance institution located at 777 Westchester Avenue in White Plains, New York. With a strong focus on providing expert financial services and solutions, Grant McCarthy Group LLC is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, wealth management services, or assistance with financial planning, the experienced team at Grant McCarthy Group LLC is committed to providing personalized and professional service. Trust in Grant McCarthy Group LLC to help you navigate the complexities of the financial world and secure your financial future.
777 Westchester Ave, West Harrison, NY 10604, United States -
A. Uzzo & Company C.P.A.'s PC
● ClosedA. Uzzo & Company C.P.A.'s PC is a reputable accounting and finance institution located at 287 Bowman Avenue in Harrison, New York, United States. With a team of experienced certified public accountants, they offer a wide range of services including tax preparation, financial planning, auditing, and consulting. Their dedication to providing quality service and personalized attention to each client sets them apart in the industry. Whether you are an individual or a business in need of financial guidance, A. Uzzo & Company C.P.A.'s PC is here to help you achieve your financial goals.
287 Bowman Ave, Purchase, NY 10577, United States -
Tobin & Company, CPA's
● OpenTobin & Company, CPA's is a reputable accounting and finance institution located at 2500 Westchester Avenue in Harrison, New York, United States. With a team of experienced and knowledgeable Certified Public Accountants, Tobin & Company offers a wide range of financial services to individuals and businesses. From tax preparation and auditing to financial planning and consulting, Tobin & Company is dedicated to providing top-notch service and expertise to help clients achieve their financial goals. Contact Tobin & Company, CPA's today for all your accounting and finance needs.
2500 Westchester Ave #117, Purchase, NY 10577, United States -
Bruno Palmieri CPA
● OpenBruno Palmieri CPA is a reputable accounting and finance institution located at 10 Edward Street in Harrison, New York, United States. With years of experience and expertise in the field, Bruno Palmieri CPA offers a wide range of financial services to individuals and businesses. From tax preparation and planning to financial consulting and auditing, their team of certified public accountants is dedicated to providing top-notch service and personalized solutions to meet their clients' needs. Trust Bruno Palmieri CPA for all your accounting and finance needs.
10 Edward St, West Harrison, NY 10604, United States -
Mangini & Co PC
● OpenMangini & Co PC is a reputable accounting and finance institution located at 10 New King Street in New York, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses. From tax preparation and auditing to financial planning and consulting, Mangini & Co PC is dedicated to helping their clients achieve their financial goals. With a strong commitment to excellence and personalized service, they have earned a solid reputation in the industry. Visit Mangini & Co PC for all your accounting and finance needs.
10 New King St # 118, West Harrison, NY 10604, United States -
Di Fabio & Associates
● OpenDi Fabio & Associates is a reputable institution located at 2500 Westchester Avenue, Harrison, New York, United States. We are known for providing top-notch financial and legal services to our clients. Our team of experienced professionals is dedicated to helping individuals and businesses navigate complex financial and legal matters with expertise and efficiency. Whether you need assistance with tax planning, estate planning, or business consulting, we are here to provide you with personalized solutions tailored to your specific needs. Trust Di Fabio & Associates to be your trusted partner in achieving your financial goals.
2500 Westchester Ave, Purchase, NY 10577, United States -
MRE Martin Rosner Eleftherion
● ClosedMRE Martin Rosner Eleftherion is a reputable insurance agency located at 2975 Westchester Avenue in Harrison, New York, United States. With a strong commitment to providing top-notch insurance services, MRE Martin Rosner Eleftherion offers a wide range of insurance products to meet the unique needs of individuals and businesses. Their team of experienced professionals is dedicated to helping clients find the best coverage options at competitive rates. Trust MRE Martin Rosner Eleftherion to protect what matters most to you.
2975 Westchester Ave #208, Purchase, NY 10577, United States -
Borrelli Partners Insurance Agency LLC
● ClosedBorrelli Partners Insurance Agency LLC, located in Harrison, New York, is a leading provider of insurance services. Our dedicated staff of insurance professionals takes the time to listen and understand our clients' unique needs. We are committed to providing affordable insurance that fits our clients' individual requirements. With a focus on friendly service, a positive attitude, and an analytical approach, we strive to save our clients money and improve their coverage in 93% of cases. As part of the community, we understand the environment in which our neighbors and business associates live and work. Whether you are seeking personal or business insurance, Borrelli Partners can help protect you against financial loss. Contact us today to assess your needs and find the right insurance policy for you.
I-, 287 Bowman Avenue Suite 406 287, Purchase, NY 10577, United States -
Capital Connex
● ClosedCapital Connex is a leading finance institution located at 500 Mamaroneck Avenue in Harrison, New York. We specialize in providing a wide range of financial services to individuals and businesses, including investment management, financial planning, and wealth management. Our team of experienced professionals is dedicated to helping our 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, Capital Connex is here to help guide you every step of the way. Visit us today to learn more about how we can help you achieve financial success.
500 Mamaroneck Ave # 320, Harrison, NY 10528, United States -
York International Agency, LLC
● ClosedYork International Agency, LLC is a reputable insurance agency located at 500 Mamaroneck Avenue in Harrison, New York. With a commitment to providing top-notch insurance solutions, the agency offers a wide range of insurance products to meet the diverse needs of individuals and businesses. Their team of experienced professionals is dedicated to helping clients find the best insurance coverage at competitive rates. Whether you are looking for auto, home, life, or commercial insurance, York International Agency, LLC is a trusted partner that you can rely on for all your insurance needs.
500 Mamaroneck Ave, Harrison, NY 10528, United States -
The Ostrove Group Incorporated
● ClosedThe Ostrove Group Incorporated, located at 4 New King Street in New York, United States, is a renowned institution in the fields of health and insurance. Established in 1965 by Mitchell Wm. Ostrove, CLU, ChFC, the institution specializes in business insurance, estate planning, and financial analysis. With a strong focus on employee benefit plans, business and estate planning, and investment opportunities, The Ostrove Group assists businesses, families, and high net worth individuals in saving money and achieving their financial goals. Mitchell Ostrove offers a range of products and services through Ostrove Group - insurance and financial services, Ameritas Investment Company, LLC (AIC) - securities and investments, and Ameritas Advisory Services (AAS) - investment advisory services. The institution is dedicated to providing comprehensive planning solutions to its clients and is committed to helping them secure their financial future.
4 New King St # 101, West Harrison, NY 10604, United States -
Fifth Set Private Wealth Management LLC
● ClosedFifth Set Private Wealth Management LLC is an independent investment advisory firm located at 600 Mamaroneck Avenue in Harrison, New York, United States. We specialize in serving successful mid-career professionals and their families, offering an evidence-based investment approach and a fiduciary standard of client care. Our clients lead busy lives, and we provide a thoughtful and deliberative client experience to help manage their finances strategically. Humans are not naturally inclined to be successful investors, which is why we apply our Fifth Set Discipline™, a methodical and evidence-based investment approach, to counteract common biases that can lead to poor investment outcomes. With recent events such as the potential debt limit debacle and the passing of the SECURE 2.0 Act of 2022, now is a crucial time for investors to evaluate their reactions and strategies.
600 Mamaroneck Ave # 400, Harrison, NY 10528, United States -
PKF O'Connor Davies
● ClosedPKF O'Connor Davies is a leading accounting and finance institution located at 500 Mamaroneck Avenue in Harrison, New York. With a strong reputation for providing top-notch financial services, they specialize in helping businesses and individuals with their accounting needs. Their team of experienced professionals offers a wide range of services including tax planning, audit and assurance, and financial advisory. Whether you are a small business owner or a large corporation, PKF O'Connor Davies is dedicated to helping you achieve your financial goals.
500 Mamaroneck Ave, Harrison, NY 10528, United States -
Pivotal180 LLC
● ClosedPivotal180 LLC is a leading finance institution located at 2900 Westchester Avenue, Harrison, New York, United States. We offer world-class advisory services, financial modeling, and training courses in areas such as climate change, sustainable finance, renewable energy, and infrastructure. Our institution has set new standards in Project Finance and Financial Modeling training, with a focus on building institutional and human capacity. At Pivotal180, we not only teach you how to build models, but also how to successfully execute deals. Our training programs are designed to help you learn at your own pace and location, enabling you to build Wall Street caliber models. We offer scheduled live-streaming sessions, blended learning options with online training materials, and customized on-site training at your offices or on-campus.
2900 Westchester Ave, Purchase, NY 10577, United States -
High Tower Advisors
● ClosedHigh Tower Advisors, located at 440 Mamaroneck Avenue in Harrison, New York, is a finance institution dedicated to helping clients achieve their personal and financial success stories. With a focus on building strong client relationships and a vision for the future, High Tower Advisors has grown to support over 128 elite financial advisory businesses across 34 states since its founding in 2008. As a fiduciary, High Tower advisors always prioritize client interests, ensuring that client goals and portfolios come first. The institution seeks out successful wealth management firms with a commitment to growth and a desire to be part of a collaborative community. By providing resources for expansion, back-office scalability, succession planning, and more, High Tower Advisors empowers advisors to focus on their clients' well-th stories.
440 Mamaroneck Ave # 404, Harrison, NY 10528, United States -
Baffin Advisors LLC
● OpenBaffin Advisors LLC is a finance institution located at 500 Mamaroneck Avenue in Harrison, New York, United States. Specializing in financial advisory services, Baffin Advisors LLC offers expert guidance and support to clients seeking to optimize their investments and financial strategies. With a team of experienced professionals, Baffin Advisors LLC is committed to providing personalized solutions tailored to each client's unique financial goals. Whether you are looking to grow your wealth, manage risk, or plan for the future, Baffin Advisors LLC is dedicated to helping you achieve financial success.
500 Mamaroneck Ave, Harrison, NY 10528, United States -
KStone Partners LLC
● ClosedKStone Partners LLC is a finance institution located at 5 Crawford Road in Harrison, New York, United States. We specialize in providing a wide range of financial services to our clients, including investment management, financial planning, and wealth management. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you are an individual looking to grow your wealth or a business seeking to optimize your financial strategies, KStone Partners LLC is here to help. Contact us today to learn more about how we can assist you with your financial needs.
5 Crawford Rd, Harrison, NY 10528, United States -
Will Byung Lee - Morgan Stanley
● OpenWill Byung Lee - Morgan Stanley is a renowned finance institution located at 2000 Westchester Avenue in Harrison, New York, United States. With a strong reputation in the financial industry, the institution offers a wide range of services including wealth management, investment banking, and financial advisory. Clients can expect personalized and professional service from experienced financial advisors who are dedicated to helping them achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, Will Byung Lee - Morgan Stanley is committed to providing expert guidance and support.
2000 Westchester Ave #1nc, Purchase, NY 10577, United States -
Wells Fargo Advisors
● OpenWells Fargo Advisors is a leading financial institution located at 2500 Westchester Avenue in Harrison, New York. As a trusted name in the world of finance, Wells Fargo Advisors offers a wide range of financial services to help individuals and businesses achieve their financial goals. With a team of experienced advisors and a commitment to personalized service, Wells Fargo Advisors is dedicated to providing expert guidance and support to help clients make informed financial decisions. Whether you are planning for retirement, investing for the future, or managing your wealth, Wells Fargo Advisors is here to help you every step of the way.
2500 Westchester Ave Suite 203, Purchase, NY 10577, United States -
The Cromwell Group at Morgan Stanley - Morgan Stanley
● OpenThe Cromwell Group at Morgan Stanley is a renowned finance institution located at 2000 Westchester Avenue in Harrison, New York, United States. As a part of Morgan Stanley, one of the leading global financial services firms, The Cromwell Group offers a wide range of financial services and solutions to help individuals and businesses achieve their financial goals. With a team of experienced professionals and a commitment to excellence, The Cromwell Group at Morgan Stanley is dedicated to providing top-notch financial advice and personalized service to its clients.
2000 Westchester Ave #1nc, Purchase, NY 10577, United States -
C K Advisors LLC
● ClosedC K Advisors LLC is a financial advisory firm located at 105 Corporate Park Drive in Harrison, New York. Our team of experienced professionals provides personalized financial planning and investment management services to help clients achieve their financial goals. With a focus on integrity and transparency, we strive to build long-lasting relationships with our clients based on trust and reliability. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, C K Advisors LLC is here to help you navigate the complexities of the financial world. Contact us today to schedule a consultation and take the first step towards a secure financial future.
105 Corporate Park Dr Suite 1034, West Harrison, NY 10604, United States -
The Manhattanville Group - Morgan Stanley
● OpenThe Manhattanville Group - Morgan Stanley is a prestigious finance institution located at 2000 Westchester Avenue in Harrison, New York, United States. As a part of the renowned Morgan Stanley brand, this institution offers top-notch financial services and expertise to clients in the area. With a focus on wealth management, investment banking, and advisory services, The Manhattanville Group - Morgan Stanley is dedicated to helping individuals and businesses achieve their financial goals. Trustworthy, reliable, and experienced, this institution is a go-to destination for all your financial needs.
2000 Westchester Ave #1nc, Purchase, NY 10577, United States -
The Passman Saperstein Bahr Group - Morgan Stanley
● OpenThe Passman Saperstein Bahr Group at Morgan Stanley is a leading financial institution located at 2000 Westchester Avenue in Harrison, New York. With a team of experienced professionals, they offer a wide range of financial services to help individuals and businesses achieve their financial goals. From investment planning to wealth management, The Passman Saperstein Bahr Group is dedicated to providing personalized solutions tailored to each client's unique needs. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, The Passman Saperstein Bahr Group is committed to helping you navigate the complexities of the financial world with confidence.
2000 Westchester Ave #1nc, Purchase, NY 10577, United States -
Joseph P. Grillo Jr. - Morgan Stanley
● OpenJoseph P. Grillo Jr. - Morgan Stanley is a renowned finance institution located at 2000 Westchester Avenue in Harrison, New York, United States. With a strong reputation in the financial industry, this institution offers a wide range of financial services including investment banking, wealth management, and advisory services. The team at Joseph P. Grillo Jr. - Morgan Stanley is dedicated to providing personalized financial solutions to help clients achieve their financial goals. Whether you are an individual investor or a corporate client, you can trust the expertise and experience of Joseph P. Grillo Jr. - Morgan Stanley to guide you towards financial success.
2000 Westchester Ave #1nc, Purchase, NY 10577, United States -
Roman Adrianowycz - Morgan Stanley
● OpenRoman Adrianowycz - Morgan Stanley is a leading finance institution located at 2000 Westchester Avenue in Harrison, New York, United States. With a strong reputation for excellence in the financial industry, this institution offers a wide range of services including investment banking, wealth management, and advisory services. With a dedicated team of professionals, Roman Adrianowycz - Morgan Stanley is committed to providing top-tier financial solutions to their clients.
2000 Westchester Ave #1nc, Purchase, NY 10577, United States
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