Financial consulting expertise in Rye Brook, New York
24 results found
Search for local businesses, places and services near you
- United States
- Alabama
- Alaska
- Arizona
- Arkansas
- California
- Colorado
- Connecticut
- Delaware
- Florida
- Georgia
- Hawaii
- Idaho
- Illinois
- Indiana
- Iowa
- Kansas
- Kentucky
- Louisiana
- Maine
- Maryland
- Massachusetts
- Michigan
- Minnesota
- Mississippi
- Missouri
- Montana
- Nebraska
- Nevada
- New Hampshire
- New Jersey
- New Mexico
- New York
- North Carolina
- North Dakota
- Ohio
- Oklahoma
- Oregon
- Pennsylvania
- Rhode Island
- South Carolina
- South Dakota
- Tennessee
- Texas
- Utah
- Vermont
- Virginia
- Washington
- West Virginia
- Wisconsin
- Wyoming
- Ukraine
- Italy
- Poland
- Germany
-
Beacon Financial Advisors
● ClosedBeacon Financial Advisors, located at 800 Westchester Avenue in Rye Brook, New York, is a finance and legal institution specializing in providing independent investment advice. Led by a father-son team, the institution prides itself on integrity, expertise, and personalized service for clients. Unlike traditional financial institutions, Beacon Financial Advisors prioritizes the best interests of its clients over any potential conflicts of interest. With a focus on retirement planning, stock options, and corporate benefits, Beacon Financial Advisors helps executives navigate the complexities of their financial portfolios. Acting as a personal Chief Financial Officer, the institution offers tailored guidance to help clients preserve and grow their wealth.
800 Westchester Ave suite n-641, Rye Brook, NY 10573, United States -
Edward Jones - Financial Advisor: Thomas J Mullooly
● ClosedEdward Jones - Financial Advisor: Thomas J Mullooly is a trusted financial institution located at 111 South Ridge Street in Rye Brook, New York, United States. Specializing in providing personalized financial advisory services, Thomas J Mullooly and his team are dedicated to helping clients achieve their financial goals and secure their financial future. With a strong focus on building long-term relationships and providing sound financial advice, Edward Jones - Financial Advisor: Thomas J Mullooly is committed to helping clients navigate the complexities of the financial world and make informed decisions. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Thomas J Mullooly and his team are here to help you every step of the way.
111 S Ridge St Suite 202, Rye Brook, NY 10573, United States -
Pell Wealth Partners - Ameriprise Financial Services, LLC
● ClosedPell Wealth Partners - Ameriprise Financial Services, LLC, located at 800 Westchester Avenue in Rye Brook, New York, is a finance institution that has been recognized as one of Forbes Best-in-State Wealth Management Teams for 2024. The team at Pell Wealth Partners is dedicated to helping individuals and families answer important financial questions, such as ensuring they do not run out of money before they run out of life. With a diverse team of advisors specializing in areas such as insurance, divorce financial planning, and multigenerational planning, Pell Wealth Partners offers expertise in Socially Responsible Investing and quantitative investing strategies. The institution's core values focus on alleviating financial stress and empowering future prosperity through personalized financial planning that aligns with clients' goals and values. Clients can expect a comprehensive initial consultation to discuss their financial priorities and goals. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, providing clients with peace of mind and security in their financial planning journey.
800 Westchester Ave Ste 300, Rye Brook, NY 10573, United States -
Josef Minnich - Financial Advisor, Ameriprise Financial Services, LLC
● OpenJosef Minnich is a financial advisor at Ameriprise Financial Services, LLC located at 800 Westchester Avenue in Rye Brook, New York, United States. With a focus on providing personalized financial guidance, Josef Minnich offers expertise in various areas of finance to help clients achieve their financial goals. Clients can review Josef Minnich's background, credentials, and experience to determine if their approach aligns with their needs. By filling out the "Request consultation" form, clients can connect with Josef Minnich for a complimentary initial consultation to discuss their financial situation and create a customized plan for their future.
800 Westchester Ave Ste 300, Rye Brook, NY 10573, United States -
Joseph P Lombardi - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedJoseph P Lombardi - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 800 Westchester Avenue, Rye Brook, New York, United States, offers a wide range of financial services to meet the diverse needs of its clients. The institution boasts a team of professionals with various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, showcasing their expertise and commitment to providing top-notch financial advice and services. Whether you are looking for retirement planning, estate planning, investment management, or specialized services for seniors, small business owners, or individuals with special needs, Joseph P Lombardi and his team are equipped to help you navigate the complex world of finance. With a focus on ethics, education, and client-centered approach, this institution is dedicated to helping individuals achieve their financial goals and secure their future.
800 Westchester Ave ste s-508, Rye Brook, NY 10573, United States -
John Goodnough - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedJohn Goodnough is a Financial Advisor at Ameriprise Financial Services, LLC located at 800 Westchester Avenue, Rye Brook, New York, United States. John holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, wealth transfers, estate planning, and fiduciary practices. He is dedicated to providing personalized financial advice tailored to the individual needs of his clients, whether they are retirees, small business owners, high net worth clients, or those planning for retirement. With a commitment to ethical standards and ongoing education, John Goodnough is a trusted partner in helping clients achieve their financial goals.
800 Westchester Ave ste s-508, Rye Brook, NY 10573, United States -
Michael Batas - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedMichael Batas is a financial advisor at Ameriprise Financial Services, LLC, located at 800 Westchester Avenue, Rye Brook, New York, United States. He holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise in asset management, retirement planning, estate planning, investment strategies, and more. With a focus on providing comprehensive financial planning services, Michael Batas is dedicated to helping individuals and businesses achieve their financial goals.
800 Westchester Ave Ste 508, Rye Brook, NY 10573, United States -
Geri Pell - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedGeri Pell is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 800 Westchester Avenue, Rye Brook, New York, United States. Geri Pell holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Geri Pell's expertise in various financial areas including wealth management, retirement planning, estate planning, investment management, and insurance products. Geri Pell is dedicated to providing high-quality financial advice and services to individuals, retirees, small business owners, and high net worth clients.
800 Westchester Ave Ste 300, Rye Brook, NY 10573, United States -
Robert Coffey - Financial Advisor, Ameriprise Financial Services, LLC
● OpenRobert Coffey is a trusted financial advisor at Ameriprise Financial Services, LLC, located at 800 Westchester Avenue in Rye Brook, New York. With years of experience in the finance industry, Robert is dedicated to helping his clients achieve their financial goals and secure their future. Whether you are looking to invest, plan for retirement, or manage your wealth, Robert Coffey can provide personalized guidance and expert advice to help you make informed decisions. Contact Robert Coffey today to schedule a consultation and take the first step towards financial security.
800 Westchester Ave Ste 300, Rye Brook, NY 10573, United States -
Edward Jones - Financial Advisor: Kamar Plunkett
● OpenEdward Jones - Financial Advisor: Kamar Plunkett is a reputable financial institution located at 111 South Ridge Street in Rye Brook, New York, United States. As a trusted financial advisor, Kamar Plunkett provides personalized financial solutions to help clients achieve their financial goals. With a focus on building long-term relationships, Kamar Plunkett offers expert guidance on investments, retirement planning, and wealth management. Whether you are looking to grow your wealth or plan for the future, Edward Jones - Financial Advisor: Kamar Plunkett is dedicated to providing top-notch financial services tailored to your individual needs.
111 S Ridge St Suite 202, Rye Brook, NY 10573, United States -
Scott Peter LaDore - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedScott Peter LaDore is a financial advisor at Ameriprise Financial Services, LLC located at 800 Westchester Avenue in Rye Brook, New York. He has received the 2022 Five Star Wealth Manager award for providing excellent service to his clients. Scott offers complimentary initial consultations to help clients achieve a more confident financial future. He provides investment products and services through Ameriprise Financial Services, LLC, a registered investment adviser. Securities are offered by Ameriprise Financial Services, LLC, Member FINRA and SIPC. Scott can only conduct securities business with residents of states in which he is properly registered. Clients can expect personalized financial planning concepts and discussions on what is most important to them. Ameriprise Financial cannot guarantee future financial results, but Scott is dedicated to helping clients achieve their financial goals. Privacy and security are a top priority at Ameriprise Financial Services, LLC, as they strive to provide a secure and trustworthy environment for clients.
800 Westchester Ave Ste 508, Rye Brook, NY 10573, United States -
Mary Beth Sharkey - Financial Advisor, Ameriprise Financial Services, LLC
● OpenMary Beth Sharkey is a dedicated financial advisor at Ameriprise Financial Services, LLC, located at 800 Westchester Avenue in Rye Brook, New York. With a focus on providing personalized financial planning and investment services, Mary Beth helps clients navigate their financial goals and secure their future. With her expertise and experience in the finance industry, Mary Beth is committed to helping individuals and families make informed decisions about their finances. Contact Mary Beth Sharkey today to start planning for a secure financial future.
800 Westchester Ave Ste 300, Rye Brook, NY 10573, United States -
Santucci & Associates - Ameriprise Financial Services, LLC
● OpenSantucci & Associates - Ameriprise Financial Services, LLC is a reputable finance institution located at 800 Westchester Avenue in Rye Brook, New York, United States. With a team of experienced financial advisors, they offer comprehensive financial planning and investment services to help individuals and businesses achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Santucci & Associates can provide personalized solutions tailored to your specific needs. Trust in their expertise and dedication to help secure your financial future.
800 Westchester Ave Ste 508, Rye Brook, NY 10573, United States -
Oxler Private Wealth
● ClosedOxler Private Wealth is a prestigious finance institution located at 800 Westchester Avenue in Rye Brook, New York, United States. With a focus on providing personalized wealth management services, Oxler Private Wealth is dedicated to helping individuals and families achieve their financial goals. Their team of experienced professionals offers tailored investment strategies, financial planning, and asset management services to ensure clients' financial success and security. Visit Oxler Private Wealth to experience the highest level of expertise and service in the world of finance.
800 Westchester Ave Suite 641 N, Rye Brook, NY 10573, United States -
Christopher Wolt - TD Wealth Relationship Manager
● ClosedChristopher Wolt is a TD Wealth Relationship Manager located at 101 South Ridge Street in Rye Brook, New York. As a finance institution, Christopher Wolt specializes in providing personalized wealth management services to clients in the United States. With a focus on building strong relationships and understanding individual financial goals, Christopher Wolt offers expert advice and guidance to help clients achieve their financial objectives. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Christopher Wolt is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
101 S Ridge St, Rye Brook, NY 10573, United States -
Anthony M. Leonardi MBA, CFP, CRPC
● ClosedAnthony M. Leonardi MBA, CFP, CRPC is a renowned finance institution located at 800 Westchester Avenue in Rye Brook, New York, United States. With a team of experts holding prestigious designations such as MBA, CFP, and CRPC, the institution offers top-notch financial services and advice to individuals and businesses. Whether you are looking for investment guidance, retirement planning, or wealth management, Anthony M. Leonardi MBA, CFP, CRPC is dedicated to helping you achieve your financial goals with professionalism and expertise. Visit their office today and take the first step towards a secure financial future.
800 Westchester Ave #504, Rye Brook, NY 10573, United States -
Revonary Accountants & Advisors, LLC
● ClosedRevonary Accountants & Advisors, LLC is a leading accounting and finance institution located at 3 International Drive in Rye Brook, New York, United States. Our team of tax and accounting professionals goes above and beyond to provide exceptional service and integrity in all that we do. We offer a comprehensive understanding of your company's finances, giving you more control over your money and allowing you to focus on growing your business. Whether you prefer virtual or face-to-face meetings, our professionals are here to meet you where you are and provide the services you need to reach your financial goals. We specialize in tax planning and preparation to minimize your tax liabilities, as well as customizing business strategies to improve profitability.
3 International Dr Suite 110, Rye Brook, NY 10573, United States -
Serluca Ursula CPA
● ClosedSerluca Ursula CPA is a reputable accounting and finance institution located at 800 Westchester Avenue in Rye Brook, New York, United States. With years of experience and expertise in the field, they offer a wide range of services including tax preparation, financial planning, auditing, and consulting. Their team of certified public accountants are dedicated to providing top-notch financial solutions to individuals and businesses alike. Whether you need help with tax compliance or strategic financial advice, Serluca Ursula CPA is the go-to institution for all your accounting and finance needs.
800 Westchester Ave, Rye Brook, NY 10573, United States -
RRC-LCS Accounting Services Inc
● ClosedRRC-LCS Accounting Services Inc is a reputable accounting and finance institution located at 561 Westchester Avenue, Rye Brook, New York, United States. Our team of experienced professionals provides a wide range of accounting services to individuals and businesses, including tax preparation, bookkeeping, financial planning, and more. We are dedicated to helping our clients achieve their financial goals and ensuring compliance with all relevant regulations. Trust RRC-LCS Accounting Services Inc for all your accounting needs.
561 Westchester Ave, Rye Brook, NY 10573, United States -
UHY LLP
● ClosedUHY LLP is a leading accounting and finance institution located at 800 Westchester Avenue in Rye Brook, New York, United States. With a strong reputation for providing top-notch financial services, UHY LLP offers a wide range of accounting solutions to individuals and businesses alike. Their team of experienced professionals is dedicated to helping clients navigate complex financial matters and achieve their goals. Whether you need assistance with tax preparation, auditing, or financial planning, UHY LLP is committed to delivering exceptional service and expertise.
800 Westchester Ave, Rye Brook, NY 10573, United States -
Caputo & Associates CPAS
● ClosedCaputo & Associates CPAS is an accounting and finance institution located at 538 Westchester Avenue in Rye Brook, New York, United States. We are committed to providing timely, responsive, professional, and quality services to our clients at reasonable fees. Our personalized approach to client service has fueled our growth through client referrals. Our team of experts offers close, personal, and professional attention to each client, ensuring high standards of service and specialized expertise. Clients rely on us for competent advice, fast and accurate personnel, and total financial services for individuals, businesses, trusts, estates, and other entities. As a trusted advisor, our goal is to provide insightful advice to help clients make informed financial decisions. Caputo & Associates is a member of the American Institute of Certified Public Accountants and the New York State Society of Certified Public Accountants, and has passed our peer review process. Contact us at (914) 937-0880 or visit us at our office in Rye Brook.
538 Westchester Ave #2815, Rye Brook, NY 10573, United States -
Foresight Advisors LLC
● OpenForesight Advisors LLC is a finance institution located at 800 Westchester Avenue in Rye Brook, New York, United States. Our team of experienced financial advisors provides expert guidance and personalized solutions to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Foresight Advisors LLC is dedicated to providing you with the foresight and expertise needed to secure your financial future. Contact us today to schedule a consultation.
800 Westchester Ave, Rye Brook, NY 10573, United States -
Belle Haven Investments
● ClosedBelle Haven Investments is a premier finance institution located at 800 Westchester Avenue in Rye Brook, New York, United States. With a focus on providing top-notch financial services and investment opportunities, Belle Haven Investments is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Belle Haven Investments has the expertise and resources to help you succeed. Trust in Belle Haven Investments for all your financial needs.
800 Westchester Ave n607, Rye Brook, NY 10573, United States -
Astor Lane Realty
● OpenWelcome to Astor Lane Realty, your premier destination for all your real estate needs in Westchester County, New York. Located at 531 Central Park Avenue in the charming town of Scarsdale, we pride ourselves on being the best resource for buying or selling homes in the local market. Whether you’re searching for a cozy condo, sprawling estate, or a promising investment property, our website offers the most comprehensive and user-friendly real estate search tools available. Updated every 15 minutes directly from the official Realtor®'s database, you can trust that the information you find is current and reliable. Our website not only allows you to save searches and receive daily alerts about new listings and price changes, but it also offers an Interactive Map Search. This feature enables you to view properties on a map, or refine your search by drawing boundaries around your desired area. Curious about the market trends in your neighborhood? Create a custom market report to see what's active, under contract, and sold near you.
531 Central Park Avenue, Scarsdale, New York 10583, United States
List of local businesses, places and services in New York
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos