TOP 30 Financial institution in White Plains, New York

371 results found

Meridian Global Services is a leading finance institution located at 50 Main Street in White Plains, New York, United States. With a strong reputation for providing top-notch financial services, Meridian Global Services offers a wide range of solutions to meet the needs of individuals and businesses alike. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and navigate the complexities of the financial world. Whether you are looking for investment advice, wealth management services, or assistance with financial planning, Meridian Global Services is committed to providing personalized solutions tailored to your unique needs. Visit them today to see how they can help you secure a brighter financial future.

Matrix Asset Advisors Inc is a finance institution located at 10 Bank Street in White Plains, New York, United States. Specializing in investment management, the team at Matrix Asset Advisors Inc is dedicated to helping clients achieve their financial goals through personalized strategies and expert guidance. With a commitment to transparency and integrity, this institution prides itself on providing top-notch service and innovative solutions to meet the unique needs of each client. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial market, Matrix Asset Advisors Inc is here to help you every step of the way.

Northwestern Mutual - Jeffrey Zorn is a reputable financial institution located at 50 Main Street in White Plains, New York. Specializing in providing financial planning services, investment strategies, and insurance solutions, the team at Northwestern Mutual is dedicated to helping clients achieve their long-term financial goals. With a focus on personalized service and tailored solutions, Northwestern Mutual - Jeffrey Zorn is committed to helping individuals and families secure their financial future.

LEAD Bookkeeping & Tax Services, LLC is a professional accounting and finance institution located at 75 South Broadway in White Plains, New York, United States. With a team of experienced professionals, we offer comprehensive bookkeeping and tax services to individuals and businesses alike. Our services are tailored to meet the unique needs of each client, ensuring accuracy and efficiency in managing financial records and tax obligations. Trust LEAD Bookkeeping & Tax Services, LLC to provide reliable and expert assistance in all your accounting and finance needs.

Opal Wealth Advisors is a finance institution located at 445 Hamilton Avenue in White Plains, New York. Specializing in wealth management and financial planning, Opal Wealth Advisors offers personalized services to help clients achieve their financial goals. With a team of experienced advisors, they provide expert guidance on investments, retirement planning, tax strategies, and more. Whether you are looking to grow your wealth or protect your assets, Opal Wealth Advisors is dedicated to helping you secure a prosperous financial future.

Prato Capital Management is a finance institution located at 70 Gedney Way in White Plains, New York, United States. Specializing in financial management and investment services, Prato Capital Management offers tailored solutions to help clients achieve their financial goals. With a team of experienced professionals, the institution provides personalized guidance and expertise to navigate the complex world of finance. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, Prato Capital Management is committed to delivering top-notch financial services to meet your needs.

5C Capital Management, LLC is a finance institution located at 707 Westchester Avenue in White Plains, New York, United States. Specializing in investment management, financial planning, and wealth management services, 5C Capital Management, LLC is dedicated to helping clients achieve their financial goals through expert advice and personalized strategies. With a team of experienced professionals, they provide tailored solutions to meet the unique needs of each client. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial markets, 5C Capital Management, LLC is committed to delivering exceptional service and results.

Richard Zuckerman - Stifel is a finance institution located at the prestigious address of 4 West Red Oak Lane in White Plains, New York, United States. With a focus on providing top-notch financial services, Richard Zuckerman - Stifel is dedicated to helping clients achieve their financial goals through personalized strategies and expert advice. Whether you are looking for investment guidance, retirement planning, or wealth management solutions, the experienced team at Richard Zuckerman - Stifel is committed to delivering exceptional service and results. Visit their office in White Plains today to learn more about how they can help you secure your financial future.

EisnerAmper LLP is a leading accounting and finance institution located at 1 Gannet Drive, White Plains, New York, United States. They offer a wide range of services including accounting, audit, tax, advisory, and outsourcing services to help businesses, government organizations, and individuals navigate through challenges and opportunities. With industry-specific expertise and cutting-edge technologies, EisnerAmper helps clients position themselves for growth, profitability, and success. They provide insights, analysis, and perspectives to keep clients informed and prepared for the future. Additionally, EisnerAmper offers downloadable guides on topics such as cybersecurity and tax planning, as well as hosts events like the Women in Alternative Investment Industry Cinco De Mayo Soiree. Clients value EisnerAmper for their talent, knowledge, reasonable rates, and commitment to solving problems.

Steven M Kaplan, CPA/ABV, MBA is a reputable accounting and finance institution located at 333 Westchester Avenue in White Plains, New York, United States. With a team of experienced professionals, including Certified Public Accountants and Accredited in Business Valuation experts, the institution offers a wide range of financial services to individuals and businesses. From tax preparation and planning to business valuation and financial consulting, Steven M Kaplan, CPA/ABV, MBA is dedicated to providing high-quality, personalized services to meet the unique needs of each client. Whether you are looking for assistance with your personal finances or seeking expert advice for your business, this institution is committed to helping you achieve your financial goals.

Northwestern Mutual Wealth Management Company, led by Chandresh Shah, is a reputable finance institution located at 50 Main Street in White Plains, New York, United States. With a focus on providing personalized financial planning and wealth management services, the company offers expert guidance to help clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Northwestern Mutual Wealth Management Company is dedicated to helping you secure a stable financial future.

Network Brokerage of Westchester is a multi-faceted institution located in White Plains, New York, specializing in finance, health, and insurance services. Situated at 214 Mamaroneck Avenue, this agency offers comprehensive brokerage solutions to meet the diverse needs of individuals and businesses. With a team of experienced professionals, Network Brokerage of Westchester provides personalized and tailored services to ensure clients receive the best possible coverage and financial guidance. Whether you are looking for insurance options, health services, or financial planning, this institution is dedicated to helping you navigate the complexities of the industry and make informed decisions for a secure future.

Northwestern Mutual - Paul Levine is a finance institution located at 50 Main Street in White Plains, New York, United States. Specializing in financial planning and insurance services, Northwestern Mutual - Paul Levine offers personalized solutions to help clients secure their financial future. With a focus on building long-term relationships and providing expert guidance, this institution is dedicated to helping individuals and families achieve their financial goals.

Tortoise Investment Management, LLC is a finance institution located at 2 Westchester Park Drive in White Plains, New York, United States. Specializing in investment management, Tortoise offers personalized financial solutions to help clients achieve their financial goals. With a team of experienced professionals, Tortoise Investment Management, LLC provides expert advice and strategic investment planning to help clients navigate the complexities of the financial markets. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Tortoise Investment Management, LLC is committed to providing top-notch financial services tailored to your individual needs.

Life NY is a health, pharmacy, and store institution located at 333 Westchester Avenue in White Plains, New York, United States. Offering a range of services, Life NY is dedicated to providing top-notch care and products to its customers. Additionally, Life NY is proud to be a part of the leading end-to-end real estate software platform, Propertybase. With a comprehensive suite of tools including CRM, back office support, lead generation, marketing, and more, Propertybase and Life NY work together to provide an intelligent and seamless experience for their clients. By utilizing technology to automate tasks, reach more consumers, and drive business forward, Propertybase helps real estate professionals meet the demands of today's challenges. With a focus on creating lasting emotional connections and demonstrating unique expertise, Propertybase and Life NY are committed to helping businesses grow and succeed. Trusted by over 4,500 leading real estate brands worldwide, Propertybase is the real estate platform that brokerages, franchises, and teams have been looking for.

George Haydock - TIAA Wealth Management Advisor is a leading financial institution located at 4 Westchester Park Drive in White Plains, New York. As a trusted advisor in wealth management, George Haydock provides personalized financial planning services to help clients achieve their financial goals. With a strong commitment to excellence and a focus on building long-term relationships, George Haydock - TIAA Wealth Management Advisor is dedicated to helping clients navigate the complexities of the financial world and secure their financial futures. Contact us today to learn more about our services and how we can help you plan for a prosperous future.

Dillon Frame - TIAA Wealth Management Advisor is a finance institution located at 4 Westchester Park Drive in White Plains, New York, United States. As a trusted advisor, Dillon Frame offers personalized wealth management services to help clients achieve their financial goals. With a focus on providing expert guidance and tailored investment strategies, Dillon Frame is dedicated to helping individuals and families build and preserve their wealth for the future. Whether you are planning for retirement, saving for education, or investing for the long term, Dillon Frame - TIAA Wealth Management Advisor is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.

Jeffrey Querido - TIAA Wealth Management Advisor is a financial institution located at 4 Westchester Park Drive in White Plains, New York. As a trusted advisor, Jeffrey Querido provides personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships, Jeffrey Querido offers expert advice on investment strategies, retirement planning, and estate planning. Whether you are looking to grow your wealth or secure your financial future, Jeffrey Querido - TIAA Wealth Management Advisor is dedicated to providing top-notch financial guidance and support.

Paul Bello - TIAA Wealth Management Advisor is a renowned financial institution located at 4 Westchester Park Drive in White Plains, New York, United States. As a trusted advisor in wealth management, Paul Bello offers personalized financial planning services to help clients achieve their financial goals. With a focus on providing expert advice and tailored solutions, the institution is dedicated to helping individuals and families build and preserve their wealth for the future. With a commitment to excellence and a reputation for integrity, Paul Bello - TIAA Wealth Management Advisor is a leader in the finance industry.

Downtown Investment Advisory is a finance institution located at 360 Hamilton Avenue in White Plains, New York. Our team of experienced financial advisors provides personalized investment services to help individuals and businesses achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, we are dedicated to providing expert guidance and support every step of the way. Contact us today to schedule a consultation and start building a secure financial future.

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.

Cognetic Capital Advisors is a leading finance institution located at 44 South Broadway in White Plains, New York, United States. Our team of experienced advisors offers expert financial guidance and investment strategies to help clients achieve their goals. With a focus on personalized service and tailored solutions, we strive to provide our clients with the tools and knowledge they need to make informed decisions about their finances. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, Cognetic Capital Advisors is here to help you every step of the way.

Merrill Lynch Wealth Management is a prestigious finance institution located at 360 Hamilton Avenue in White Plains, New York, United States. With a reputation for excellence in wealth management services, Merrill Lynch offers a wide range of financial solutions to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or estate planning, Merrill Lynch's team of experienced financial advisors is dedicated to providing personalized and comprehensive financial guidance. Visit Merrill Lynch Wealth Management today to start planning for a secure financial future.

Prescient Markets LLC is a premier food and grocery store located at 445 Hamilton Avenue in White Plains, New York. Our institution is dedicated to providing customers with a wide selection of fresh and high-quality products at competitive prices. Whether you're looking for everyday essentials or specialty items, our store has everything you need to stock your pantry and fridge. Visit us today and experience the convenience and quality of Prescient Markets LLC.

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.

Raymond J Passero, CPA., PC is a finance institution located at 520 White Plains Road in Tarrytown, New York, United States. With a team of experienced Certified Public Accountants, they provide a wide range of financial services including tax preparation, audit assistance, bookkeeping, and financial planning. Their commitment to client satisfaction and attention to detail sets them apart in the industry, making them a trusted partner for individuals and businesses seeking expert financial guidance.

H&R Block is a trusted accounting and finance institution located at 250 Main Street in White Plains, New York, United States. With a team of experienced professionals, H&R Block provides a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual or a business owner, H&R Block is committed to helping you navigate the complexities of the financial world and achieve your financial goals. Visit us today to experience personalized and professional financial services.

Boyer 2 Accountants Inc. is a reputable accounting and finance institution located at 399 Knollwood Road in White Plains, 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 to financial planning, Boyer 2 Accountants Inc. is dedicated to helping their clients achieve their financial goals. Trustworthy and reliable, they strive to provide top-notch service and expertise in all aspects of accounting and finance.

Hara Yoshida Accounting, located at 50 Main Street in White Plains, New York, offers retirement and financial solutions specifically tailored for Japanese Americans. Specializing in cross-border tax solutions for Japanese nationals, the institution provides services for expatriates, dual-citizens, or Japanese nationals living and working in the United States. Yoshida Wealth Management takes a personalized approach to uncovering clients' unique values and priorities in order to develop a harmonious framework between financial plans and life goals. As independent fiduciaries, they aim to be true financial partners, listening to clients, clarifying goals, and developing long-term financial plans and investment strategies for sustained success.

Heller & Filippone, LLP is a reputable accounting and finance institution located at 925 Westchester Avenue in White Plains, 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, auditing, or financial planning, Heller & Filippone, LLP is dedicated to helping you achieve your financial goals. Their commitment to excellence and personalized service sets them apart from other firms in the industry. Contact them today to see how they can assist you with your financial needs.