TOP 30 Financial institution regulation in White Plains, New York

16 results found

Seven Bridges Wealth Advisors - Ameriprise Financial Services, LLC is a finance institution located at 50 Main Street, White Plains, New York, United States. Ameriprise financial advisors are registered to do business in certain U.S. states. The initial consultation provides an overview of financial planning concepts, although no written analysis or recommendations will be given. Ameriprise Financial cannot guarantee future financial results. Users of the site agree to be bound by the terms of the Ameriprise Financial Website Rules and Regulations. The institution is a member of FINRA and SIPC. They appreciate the opportunity to help friends or family members achieve their financial goals and offer a referral program. Privacy and security are a top priority, with information available on their website.

Financial Tax Reports, LLP is a reputable accounting and finance institution located at 65 Court Street in White Plains, New York, United States. Our team of experienced professionals specializes in providing comprehensive financial tax reports to individuals and businesses. With a commitment to accuracy and efficiency, we strive to help our clients navigate the complexities of tax laws and regulations. Trust Financial Tax Reports, LLP to handle all your accounting and finance needs with professionalism and expertise.

The New York Real Estate & Insurance Institute is a prestigious institution located at 4625 White Plains Road in New York, United States. Our institute offers comprehensive education and training programs in real estate and insurance, preparing students for successful careers in these dynamic industries. With experienced instructors, state-of-the-art facilities, and a commitment to excellence, we provide our students with the knowledge and skills they need to thrive in the competitive world of real estate and insurance. Join us at the New York Real Estate & Insurance Institute and embark on a path to a rewarding and fulfilling career.

Verita Wealth Advisory Group - Ameriprise Financial Services, LLC is a finance institution located at 520 White Plains Road in Tarrytown, New York, United States. Our team of Ameriprise financial advisors are registered to do business in certain U.S. states and are dedicated to helping clients achieve their financial goals. During the initial consultation, we provide an overview of financial planning concepts to understand what is most important to you. Please note that you will not receive written analysis and/or recommendations during this meeting. While we cannot guarantee future financial results, we are committed to guiding you towards a secure financial future.

Hudson Valley Financial Group - Ameriprise Financial Services, LLC, located at 399 Knollwood Road in White Plains, New York, is a finance institution that focuses on helping clients achieve their financial goals. They offer personalized investment recommendations based on individual goals and risk tolerance, and provide regular reviews to track progress and make adjustments as needed. Clients can access their investments and accounts from any device, securely track their progress, and schedule complimentary initial consultations to get started. The institution also offers insights on market trends and risk tolerance, emphasizing the importance of understanding and managing risk in investment strategies. Ameriprise financial advisors are registered to do business in specific U.S. states, and clients can find additional information on the advisor's personal website or through FINRA's BrokerCheck website. The institution values client referrals and is committed to helping friends and family members achieve their financial goals. Users of the website are bound by the terms of the Ameriprise Financial Website Rules and Regulations, and the institution prioritizes privacy and security for all clients. Ameriprise Financial Services, LLC is a member of FINRA and SIPC.

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.

JQ Tax Services is a reputable accounting and finance institution located at 200 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 accurate and efficient financial solutions to help our clients navigate the complexities of tax laws and regulations. Whether you need assistance with tax preparation, planning, or consulting, our dedicated team is here to help. Contact us today to schedule a consultation and let us help you achieve your financial goals.

Dess One Tax Services is a reputable accounting and finance institution located at 90 Manhattan Avenue in White Plains, New York, United States. With a team of experienced professionals, we offer a wide range of tax services to individuals and businesses. Our goal is to provide accurate and efficient financial solutions to help our clients navigate the complexities of tax laws and regulations. Whether you need assistance with tax preparation, planning, or IRS representation, Dess One Tax Services is here to help. Contact us today to schedule a consultation and see how we can assist you with all your financial needs.

Ronald J Pompei & Associates is a finance institution located at 150 White Plains Road, Tarrytown, New York, United States. With alarming statistics showing that many Americans are unprepared for retirement, Ronald J Pompei & Associates aims to provide financial guidance and support to help individuals plan for a secure future. As a member of FINRA and SIPC, the institution offers securities through Crown Capital Securities, L.P. It is important to note that the information provided on their website may not be regulated by certain financial authorities, and should not be considered as a recommendation or offer to purchase any product. Clients can access their Pershing account through the institution, and are encouraged to check the background of their investment professional for added assurance. Ronald J Pompei & Associates, along with Crown Capital Securities, L.P., prioritize accuracy and completeness in the information they provide, but accept no liability for any direct or consequential loss arising from the use of this information.

Cloudbreak Compliance Group is a leading compliance consulting firm located at 75 Virginia Road in White Plains, New York, United States. Our team of experts specializes in helping businesses navigate the complex landscape of regulatory compliance, providing tailored solutions to ensure our clients meet their legal obligations while minimizing risk. With a commitment to excellence and a deep understanding of industry regulations, Cloudbreak Compliance Group is your trusted partner in achieving compliance success.

Rienas & Brown Wealth Management is a finance institution located at 399 Knollwood Road, White Plains, New York, United States. With a focus on individual goals and personal risk tolerance, we provide investment, asset allocation, and portfolio recommendations to help you achieve your financial objectives. Our team documents your goals, regularly reviews your progress, and updates your approach as life changes. You can access your investments and accounts from any device, track your progress, and securely share information with us. Schedule a complimentary initial consultation to learn more about how we can assist you in reaching your financial goals. Our Ameriprise financial advisors are registered to do business in certain U.S. states and adhere to strict regulations to protect your privacy and security. Contact us today to discuss what matters most to you and start planning for a secure financial future.

Liberty Tax is a finance institution located at 3542 White Plains Road in New York, United States. Specializing in tax preparation services, Liberty Tax offers expert assistance in navigating the complexities of tax laws and regulations. With a team of knowledgeable professionals, Liberty Tax is dedicated to helping individuals and businesses maximize their tax returns and minimize their tax liabilities. Whether you need help with filing your taxes, tax planning, or resolving tax issues, Liberty Tax is committed to providing top-notch financial services tailored to meet your specific needs.

Tax Solution is a trusted institution located at 2731 White Plains Road in New York, United States. Specializing in accounting and finance services, we provide expert solutions to help individuals and businesses navigate the complexities of tax laws and regulations. Our team of experienced professionals is dedicated to providing personalized and efficient service to ensure our clients' financial success. Whether you need help with tax preparation, planning, or resolving IRS issues, Tax Solution is here to help. Contact us today to learn more about how we can assist you with all your tax needs.

Welcome to Judy N. Cuzzacrea Wagner's Law Office, conveniently located at 726 Exchange Street, Buffalo, New York. As a seasoned attorney specializing in estate planning and elder care law, Judy is dedicated to providing personalized legal counsel to individuals, families, and business clients. With a deep understanding of wealth planning, she helps clients design comprehensive strategies to preserve, protect, and transfer their assets to future generations. Judy's extensive legal expertise encompasses the use of various tools such as wills, trusts, and pre-nuptial agreements. She is adept at minimizing tax liabilities through strategic planning involving credit shelter trusts, QTIPs, and ILITs. Recognizing the unpredictable nature of life, Judy emphasizes proactive estate planning but is equally prepared to address urgent needs.

Discover the Convenience and Profitability of ATM Services at Coco Choco Bakery Welcome to the ATM Machine at Coco Choco Bakery, your go-to destination for seamless financial transactions in White Plains, New York. Conveniently located at 1 Harding Avenue, our ATM service not only enhances your shopping experience but also offers an opportunity for entrepreneurs and business owners to explore the lucrative world of ATM operations.

Welcome to the ATM Machine at M & J Barbershop, conveniently located at 4225 White Plains Road, The Bronx, New York 10466, United States. Whether you're a local resident or just passing through, our ATM provides quick and easy access to your cash whenever you need it. At M & J Barbershop, we're not just about great haircuts; we also offer essential financial services through our on-site ATM. This service is designed to save you time and effort, sparing you the need to visit a bank or search for an ATM elsewhere. Our machine is user-friendly, secure, and accessible during the barbershop's business hours.