Financial consulting in Irvington, New York
14 results found
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Stewardship Financial Planning, Inc
● OpenStewardship Financial Planning, Inc is a reputable finance institution located at 90 North Broadway in Irvington, New York, United States. With a focus on providing personalized financial planning services, Stewardship Financial Planning, Inc is committed to helping individuals and families achieve their financial goals and secure their financial future. Their team of experienced professionals offers expert advice and guidance on investments, retirement planning, estate planning, and more. Trust Stewardship Financial Planning, Inc to be your partner in navigating the complex world of finance and securing a prosperous future.
90 N Broadway Suite 218, Irvington, NY 10533, United States -
Edward Jones - Financial Advisor: Christopher Feliz
● OpenEdward Jones - Financial Advisor: Christopher Feliz is a reputable finance institution located at 19 Main Street in Irvington, New York, United States. Christopher Feliz is a dedicated and experienced financial advisor who provides personalized financial planning and investment services to individuals and families. With a focus on building long-term relationships and helping clients achieve their financial goals, Edward Jones - Financial Advisor: Christopher Feliz is a trusted partner in navigating the complexities of the financial world. Whether you are planning for retirement, saving for education, or investing for the future, Christopher Feliz and his team are committed to providing expert guidance and support every step of the way.
19 Main St, Irvington, NY 10533, United States -
Jean Kim Sears - Financial Advisor, Ameriprise Financial Services, LLC
● OpenJean Kim Sears is a financial advisor at Ameriprise Financial Services, LLC located at 90 North Broadway in Irvington, New York, United States. Jean Kim Sears 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®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Jean Kim Sears' expertise in various financial planning areas such as asset management, retirement planning, estate planning, investment strategies, insurance products, and more. With a commitment to ethical standards and continuing education, Jean Kim Sears is dedicated to providing comprehensive and personalized financial advice to clients.
90 N Broadway Suite 104, Irvington, NY 10533, United States -
Huffman Financial Services
● ClosedHuffman Financial Services is a reputable finance institution located at 1 Bridge Street in Irvington, New York, United States. We specialize in providing a wide range of financial services to individuals and businesses, including investment management, retirement planning, and wealth management. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. With a commitment to excellence and personalized service, Huffman Financial Services is your trusted partner in financial success.
1 Bridge St #19, Irvington, NY 10533, United States -
Sears Advisory Group - Ameriprise Financial Services, LLC
● ClosedSears 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.
90 N Broadway Suite 104, Irvington, NY 10533, United States -
James Tipper Sears - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedJames Tipper Sears is a Financial Advisor at Ameriprise Financial Services, LLC located at 90 North Broadway, Irvington, New York, United States. James Tipper Sears 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®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. With expertise in asset management, retirement planning, estate planning, investment strategies, and more, James Tipper Sears is dedicated to providing comprehensive financial services to individuals and small business owners.
90 N Broadway Suite 104, Irvington, NY 10533, United States -
RMJR Tax and Accounting
● ClosedRMJR Tax and Accounting is a reputable institution located at 3 West Main Street in Irvington, New York. Specializing in accounting and finance services, our team of experienced professionals is dedicated to helping individuals and businesses navigate the complexities of tax laws and financial management. Whether you need assistance with tax preparation, bookkeeping, or financial planning, RMJR Tax and Accounting is here to provide expert guidance and support. Visit us today to learn how we can help you achieve your financial goals.
3 W Main St, Irvington, NY 10533, United States -
Insurance-On-Hudson Agency
● ClosedInsurance-On-Hudson Agency is a reputable insurance agency located at 108 Main Street in Irvington, New York. Specializing in providing comprehensive insurance solutions to individuals and businesses in the Hudson Valley region, Insurance-On-Hudson Agency offers a wide range of insurance products including auto, home, life, and commercial insurance. With a team of experienced and knowledgeable insurance professionals, clients can expect personalized service and tailored insurance plans to meet their unique needs. Conveniently located in the heart of Irvington, Insurance-On-Hudson Agency is dedicated to providing reliable coverage and peace of mind to its valued clients.
108 Main St, Irvington, NY 10533, United States -
William Fitzgerald: Allstate Insurance
● ClosedWilliam Fitzgerald: Allstate Insurance is a reputable insurance agency located at 130 Main Street in Irvington, New York. With a strong focus on providing personalized and reliable insurance solutions, this institution is dedicated to helping individuals and families protect what matters most to them. Whether you are in need of auto, home, life, or business insurance, the experienced team at William Fitzgerald: Allstate Insurance is committed to finding the right coverage for your specific needs. Trustworthy and customer-oriented, this agency strives to build long-lasting relationships with clients based on trust and integrity. Contact them today to learn more about their comprehensive insurance options and exceptional customer service.
130 Main St, Irvington, NY 10533, United States -
The Sundheim Group
● OpenThe 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.
1 Bridge St, Irvington, NY 10533, United States -
Scarborough Alliance Group
● ClosedScarborough Alliance Group is a leading financial institution located at One Bridge Street in Irvington, New York, United States. Specializing in finance, our team of experts provides a wide range of services including investment management, wealth planning, and financial consulting. With a reputation for excellence and a commitment to personalized service, Scarborough Alliance Group is dedicated to helping clients achieve their financial goals and secure their financial future. Contact us today to learn more about how we can assist you in managing your finances effectively.
One Bridge St #70, Irvington, NY 10533, United States -
Gianfranco Ricciardella CPA, P.C.
● ClosedGianfranco Ricciardella CPA, P.C. is a professional accounting and finance institution located at 129 Main Street in Irvington, New York, United States. Specializing in meeting the needs of small businesses and individuals, our team is dedicated to providing expert accounting, bookkeeping, and tax planning services. We understand the unique challenges that small business owners face and take the time to work closely with each client to develop personalized solutions to their tax and accounting issues. Trust Gianfranco Ricciardella CPA, P.C. to help you navigate the complexities of financial management with confidence and ease.
129 Main St, Irvington, NY 10533, United States -
Benefits Architects
● OpenWelcome to Benefits Architects, your trusted insurance agency located in the heart of Irvington, New York. Situated at 90 North Broadway, we pride ourselves on being a cornerstone of the community, offering comprehensive insurance solutions tailored to meet your unique needs. Our team of experienced professionals is dedicated to guiding you through the complexities of the insurance landscape, ensuring that you and your loved ones are protected every step of the way. At Benefits Architects, we specialize in a wide range of insurance services, including health, life, disability, and business insurance. Our personalized approach ensures that each client receives the attention and care they deserve, with customized plans designed to provide peace of mind and financial security. We believe in building lasting relationships with our clients, rooted in trust, transparency, and a commitment to excellence.
90 North Broadway, Irvington, New York 10533, United States -
Patty Anker, The A Team at Julia B. Fee SOTHEBY’S International Realty
● ClosedWelcome to Patty Anker, The A Team at Julia B. Fee Sotheby’s International Realty, your trusted partner for navigating the real estate landscape in Irvington, New York, and beyond. Located at 46 Main Street in the heart of Irvington, our award-winning team is led by Patty Anker, a renowned realtor and former courage coach who knows firsthand the challenges and excitement that come with making a move. Patty Anker has transformed her passion for helping others into a successful real estate career, guiding clients through the intricate process of buying and selling homes with confidence and ease. Recognized as one of Westchester Magazine's Top Real Estate Agents of 2023, Patty's expertise is complemented by her media background and storytelling prowess, having been featured on HGTV's House Hunters and WABC TV News, among others.
46 Main Street, Irvington, New York 10533, United States
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