TOP 30 Financial expert advice in Mamaroneck, New York

33 results found

Laura I. Rotter, CFA, CFP™, MBA, Financial Advisor is a reputable finance institution located in White Plains, NY. With a strong background in finance, including the prestigious designations of Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP), as well as a Master of Business Administration (MBA), Laura I. Rotter provides expert financial advice and guidance to clients. The institution is dedicated to helping individuals and businesses in the Harrison, New York area achieve their financial goals and secure their financial futures. Located at 500 Mamaroneck Avenue, this institution is a trusted partner in wealth management, investment planning, and financial planning services.

Charter Oak Financial Consultants, LLC is a finance institution located at 430 Center Avenue in Mamaroneck, New York, United States. They offer expert financial consulting services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Charter Oak Financial Consultants, LLC provides personalized financial solutions tailored to meet the unique needs of each client. Whether you are looking to plan for retirement, invest for the future, or protect your assets, they are dedicated to helping you navigate the complexities of the financial world. Contact Charter Oak Financial Consultants, LLC today to schedule a consultation and take the first step towards securing your financial future.

Main Street Financial LLC is a reputable finance institution located at 550 Mamaroneck Avenue in Harrison, New York. With a team of experienced professionals, Main Street Financial LLC offers a wide range of financial services to individuals and businesses. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, Main Street Financial LLC is dedicated to helping you achieve your financial goals. Contact them today to learn more about how they can help you secure your financial future.

Jennings Financial Advisory Corp is a reputable institution located at 214 Mamaroneck Avenue in White Plains, New York, United States. Specializing in finance, insurance, and real estate services, they offer expert advice and guidance to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Jennings Financial Advisory Corp is dedicated to providing personalized solutions tailored to each client's unique needs. Whether you are looking to invest, protect your assets, or buy/sell property, they are committed to helping you make sound financial decisions. Visit their office today to learn more about their comprehensive services.

Nina Daoud is a Financial Advisor at Ameriprise Financial Services, LLC located at 440 Mamaroneck Avenue, Harrison, New York, United States. As a certified 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® professional, Nina Daoud offers a wide range of financial services and expertise. With a focus on asset management, estate planning, retirement planning, and investment strategies, Nina Daoud is dedicated to providing comprehensive and personalized financial advice to individuals, retirees, small business owners, and high net worth clients. Contact Nina Daoud today for expert financial guidance and support.

Nancy S Daoud is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 440 Mamaroneck Avenue, Harrison, New York, United States. Nancy holds various certifications such as 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®. Nancy specializes in providing comprehensive financial planning services for individuals, retirees, small business owners, and high net worth clients. She is dedicated to upholding the highest ethical standards and continuously improving her expertise to better serve her clients' needs. Contact Nancy S Daoud for expert advice on wealth management, retirement planning, estate planning, investment strategies, and more.

Terence Gibbons - Financial Advisor at Ameriprise Financial Services, LLC, located at 440 Mamaroneck Avenue, Harrison, New York, United States, is a finance institution offering a wide range of services to meet the diverse needs of individuals and businesses. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Terence Gibbons is equipped to provide expert advice on asset management, investment strategies, estate planning, retirement planning, and other financial needs. The institution also offers specialized certifications such as Behavioral Financial Advisor, Chartered Advisor in Philanthropy®, Certified Divorce Financial Analyst, and Certified Estate Planner™ to cater to unique financial situations. With a team of highly qualified professionals and a commitment to ethical standards, Terence Gibbons - Financial Advisor is dedicated to helping clients achieve their financial goals and secure their future.

Welcome to Prospera Financial Services, Inc. – ProsperaNY, your trusted partner in financial success. Conveniently located at 200 Mamaroneck Avenue in the heart of White Plains, New York, we are committed to providing personalized and comprehensive financial solutions tailored to meet your unique needs. At ProsperaNY, we understand that navigating the financial landscape can be complex and challenging. Our experienced team of financial professionals is dedicated to helping you achieve your financial goals with confidence and clarity. Whether you're planning for retirement, managing investments, or seeking advice on wealth management, we offer a wide range of services designed to empower you on your financial journey.

Garnet Capital Advisors is a finance institution located at 500 Mamaroneck Avenue in Harrison, New York, United States. Specializing in providing expert financial advice and services, Garnet Capital Advisors is dedicated to helping clients achieve their financial goals. With a team of experienced professionals and a commitment to personalized service, Garnet Capital Advisors is a trusted partner for individuals and businesses seeking financial guidance.

G-Squared Advisory LLC is a finance institution located at 600 Mamaroneck Avenue in Harrison, New York, United States. Our team of experienced professionals offers expert financial advisory services to help clients achieve their investment goals. With a focus on personalized service and tailored solutions, we strive to provide our clients with the guidance and support they need to make informed decisions about their financial future. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial markets, G-Squared Advisory LLC is here to help you every step of the way.

Christopher Wolt - TD Wealth Relationship Manager is a finance institution located at 285 Mamaroneck Avenue in White Plains, New York, United States. As a Relationship Manager, Christopher Wolt provides personalized financial advice and services to clients to help them achieve their financial goals. With expertise in wealth management, investment strategies, and financial planning, Christopher Wolt is dedicated to building strong relationships with clients and guiding them towards financial success. Whether you are looking to grow your investments, plan for retirement, or secure your financial future, Christopher Wolt is here to help you every step of the way.

Kir Tax Services is a reputable accounting and finance institution located at 47 Mamaroneck Avenue in White Plains, New York. With a team of experienced professionals, we offer a wide range of tax services to individuals and businesses. Our goal is to provide expert guidance and support to help our clients navigate the complex world of taxes and finances. Whether you need help with tax preparation, planning, or consulting, Kir Tax Services is here to assist you every step of the way. Contact us today to schedule a consultation and see how we can help you achieve your financial goals.

Pinnacle Tax Advisors is a renowned accounting and finance institution located at 1600 Harrison Avenue in Mamaroneck, New York, United States. With a team of experienced professionals, they offer expert tax advisory services to individuals and businesses. Their personalized approach ensures that clients receive tailored solutions to meet their financial needs and goals. Whether you need assistance with tax planning, auditing, or financial consulting, Pinnacle Tax Advisors is dedicated to providing top-notch service and expertise. Contact them today to learn how they can help you achieve financial success.

John Fall CPA is a reputable accounting and finance institution located at 875 Mamaroneck Avenue in Mamaroneck, New York. With a team of experienced financial experts led by CPA John Fall, the institution offers a wide range of financial services including tax preparation, auditing, bookkeeping, and financial consulting. Clients can trust John Fall CPA to provide accurate and reliable financial guidance to help them achieve their financial goals. Visit us today to learn more about how we can assist you with your accounting and finance needs.

Colucci Associates is a reputable accounting and finance institution located at 601 Halstead Avenue in Mamaroneck, New York. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses in the area. Whether you need help with tax preparation, financial planning, or auditing, Colucci Associates is dedicated to providing top-notch services tailored to meet your specific needs. Trustworthy and reliable, they are committed to helping you achieve your financial goals.

Robert Weinstein CPA is a reputable accounting and finance institution located at 600 Mamaroneck Avenue in Harrison, New York. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, bookkeeping, auditing, and consulting. Whether you are an individual or a business owner, Robert Weinstein CPA offers personalized solutions to help you achieve your financial goals. Trustworthy and reliable, this institution is committed to providing top-notch service to clients in the United States.

Smart Tax Services is a comprehensive financial institution located at 125 Halstead Avenue in Mamaroneck, New York. Our team of experienced professionals specializes in accounting, finance, legal services, and real estate transactions. Whether you need help with tax preparation, financial planning, legal advice, or buying/selling property, our experts are dedicated to providing top-notch service and personalized solutions to meet your specific needs. Trust Smart Tax Services for all your financial and real estate needs in the United States.

Ten-Forty is a reputable accounting and finance institution located at 470 Mamaroneck Avenue in White Plains, New York. With a team of expert professionals, they provide a wide range of financial services including tax preparation, auditing, financial planning, and more. Whether you are an individual looking for personal financial advice or a business in need of accounting solutions, Ten-Forty is dedicated to helping you achieve your financial goals. Their commitment to excellence and attention to detail sets them apart as a trusted partner in managing your finances.

Tony Ninan, JD, EA is a reputable accounting and finance institution located at 398 Mamaroneck Avenue in White Plains, New York. With a team of experienced professionals led by Tony Ninan, who holds a Juris Doctor (JD) degree and is an Enrolled Agent (EA), the institution offers expert financial services to individuals and businesses alike. From tax preparation and planning to financial consulting, Tony Ninan, JD, EA is dedicated to providing top-notch services tailored to meet the unique needs of each client. Visit their office in White Plains to see how they can help you achieve your financial goals.

The Scarsdale Group Inc is a trusted accounting and finance institution located at 10 Old Mamaroneck Road in White Plains, New York. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, auditing, and financial planning. Their commitment to excellence and attention to detail sets them apart as a top choice for individuals and businesses looking for reliable financial advice and support. Contact them today to learn more about how they can help you achieve your financial goals.

Soliman Insurance Agency, located at 470 Mamaroneck Avenue in White Plains, New York, is a trusted insurance agency with years of experience in helping clients prepare for the unknown. Specializing in Home, Auto, Umbrella, Business, Flood, Jewelry, and more, we have access to a wide range of insurance products to meet your needs. Founded by Stephen, who has nearly a decade of experience in the industry, Soliman Insurance Agency prioritizes the needs of its clients and provides top-notch customer service. Whether you have questions about deductibles, need to review your policy for proper coverage of valuables, or are looking for the right insurance coverage for you, our knowledgeable agents are here to help.

F Falzone Insurance Services, LLC is a licensed insurance agency located at 300 Mamaroneck Avenue, White Plains, New York. Our team of experienced brokers are appointed with all major insurance carriers in New York, New Jersey, Connecticut, Pennsylvania, Florida, and Washington. We offer a wide range of affordable insurance plans, including Health Insurance, Life Insurance, and Dental Insurance. Whether you are looking for individual/family plans or group term life insurance policies for businesses, we have the tools and expertise to meet your needs.

Scavone Insurance Center is a reputable health insurance agency located at 470 Mamaroneck Avenue in White Plains, New York. With a commitment to providing personalized and comprehensive insurance solutions, our team of experienced professionals is dedicated to helping individuals and families find the coverage they need to protect their health and well-being. Whether you are looking for health insurance for yourself or your business, Scavone Insurance Center is here to help you navigate the complex world of insurance and find the right plan for your needs. Contact us today to learn more about our services and how we can assist you in securing the coverage you deserve.

Farmers Insurance - Wayne Matthews is an insurance agency located at 432 Mamaroneck Avenue in Mamaroneck, New York, United States. As your local Farmers® agent, Wayne Matthews is dedicated to helping you understand all of your insurance coverage options, whether it's for auto, life, home, business insurance, and more. Customer service is a top priority at Wayne Matthews Agency, where they go the extra mile to help you understand your quote and insurance options. Wayne Matthews is readily available to assist you through every step of the insurance process. The agency offers comprehensive coverage and competitive rates, with discounts available to help you save money. Whether you need car insurance, home insurance, life insurance, renters insurance, business insurance, or recreational insurance, Wayne Matthews can customize a plan to suit your needs. As a Farmers Insurance and Financial Services agent, Wayne Matthews can also help you build a solid financial plan for a secure future. Contact Wayne Matthews today for a personalized insurance quote and expert advice on protecting what matters most to you.

Greg Long - State Farm Insurance Agent, located at 2 Madison Avenue in Larchmont, New York, is a reputable insurance agency serving the community with a focus on auto, home, life, and health insurance. As a local State Farm agent with roots in Long Island and a commitment to the Larchmont area, Greg Long has been providing quality service since 2008. The agency works with individuals from New York, New Jersey, and Connecticut, particularly in areas such as Mamaroneck, Scarsdale, Rye, and more. With a dedicated team focused on clear communication and personalized service, Greg Long's office offers a range of insurance options including auto, home, business, life, and health insurance. Additionally, they provide complimentary Notary Public services and assistance for Spanish-speaking customers. Greg Long is actively involved in the local community through various organizations and volunteer work, reflecting his commitment to giving back.

Cannon Wealth Solutions is a leading finance institution located at 600 Mamaroneck Avenue in Harrison, New York, United States. With a team of experienced financial experts, Cannon Wealth Solutions offers a wide range of wealth management services to help clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Cannon Wealth Solutions can provide personalized solutions to meet your needs. Trust in Cannon Wealth Solutions to help you navigate the complexities of the financial world and secure your financial future.

Melissa Levine, CFP is a reputable financial institution located at 500 Mamaroneck Avenue in Harrison, New York. As a Certified Financial Planner, Melissa Levine offers expert financial advice and services to help clients achieve their financial goals. With a focus on personalized financial planning and wealth management, Melissa Levine, CFP is dedicated to providing top-notch financial guidance to individuals and families in the United States. Trust Melissa Levine, CFP to help you navigate your financial future with confidence and peace of mind.

Yanique Anderson - Wilmington Advisors @ M&T is a finance institution located at 300 Mamaroneck Avenue in Mamaroneck, New York, United States. Specializing in providing expert financial advice and services, they offer personalized solutions to help clients achieve their financial goals. With a team of experienced professionals, they are committed to delivering top-notch financial planning and investment management services to individuals and businesses. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, Yanique Anderson - Wilmington Advisors @ M&T is dedicated to helping you succeed.

Salandra & Serluca is a reputable accounting and finance institution located at 550 Mamaroneck Avenue in Harrison, New York. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, auditing, and advisory services. Clients can trust Salandra & Serluca to provide expert guidance and support in all their financial needs. Visit them today to experience top-notch accounting and finance services in the heart of New York.

Salandra Frank A is a reputable accounting and finance institution located at 550 Mamaroneck Avenue in Harrison, New York, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, financial planning, or investment management, Salandra Frank A is dedicated to helping you achieve your financial goals. Their commitment to excellence and personalized service sets them apart in the industry. Contact them today to learn more about how they can assist you with your financial needs.