Financial advisory consultancy in Irvington, New York

Sears Advisory Group - Ameriprise Financial Services, LLC, located at 90 North Broadway in Irvington, New York, offers personalized financial planning services tailored to your individual goals and risk tolerance. Our team provides investment recommendations, asset allocation strategies, and portfolio analysis to help you achieve your financial objectives, whether it be retirement planning, education savings, or a major purchase. We prioritize regular meetings to review your progress, make adjustments as needed, and track your journey towards your goals. With secure online access, you can monitor your investments and accounts anytime, anywhere. Schedule a complimentary initial consultation to learn more about how we can assist you in reaching your financial aspirations. Our financial advisors are registered in specific U.S. states, and additional information can be found on our website or through FINRA's BrokerCheck. We look forward to helping you and your loved ones secure a prosperous financial future.

The Sundheim Group, located at 1 Bridge Street in Irvington, New York, is a team of experienced professionals with a deep understanding of both the hard and soft aspects of team dynamics. Led by Joanna Rupp, Managing Director at the University of Chicago Office of Investments, and Mike Kelly, Former Managing Director at Morgan Stanley, the group offers unparalleled insight into optimizing team relationships. Feeling the strain of the current environment on your team? The Sundheim Group offers a solution with their "Come Together" virtual retreat, designed for teams of 5-15 people to pause, reconnect, and realign in a structured yet informal setting.