TOP 30 Financial institutions in White Plains, New York

372 results found

Brian Sable - UBS Financial Services Inc. is a reputable financial institution located at 709 Westchester Avenue in White Plains, New York, United States. Specializing in finance, they offer a wide range of services to help clients manage their wealth and achieve their financial goals. With a team of experienced professionals, Brian Sable - UBS Financial Services Inc. provides personalized financial solutions tailored to meet the unique needs of each client. Whether you are looking to invest, plan for retirement, or secure your financial future, this institution is dedicated to providing top-notch services and expert advice to help you succeed.

Michael Dwyer - UBS Financial Services Inc. is a renowned finance institution located at 709 Westchester Avenue in White Plains, New York, United States. With a strong reputation for providing top-notch financial services, the institution offers a wide range of investment and wealth management solutions to its clients. Whether you are looking to grow your assets, plan for retirement, or secure your financial future, Michael Dwyer - UBS Financial Services Inc. has the expertise and resources to help you achieve your goals. Their team of experienced professionals is dedicated to providing personalized financial advice and guidance tailored to meet your individual needs. Trust in Michael Dwyer - UBS Financial Services Inc. to help you navigate the complexities of the financial world and make informed decisions for a secure financial future.

Merrill Lynch Financial Advisor Angelo Mamone, Jr. is a finance institution located at 360 Hamilton Avenue, White Plains, New York, United States. As a Senior Financial Advisor and Senior Vice President, Angelo Mamone, Jr. and his team help clients develop personalized retirement plans to ensure their assets last through their lifetime and beyond. With a focus on building strong client relationships based on trust and personalized service, they assist clients with managing multiple aspects of their financial lives. Specializing in helping union members navigate retirement decisions and advising small business owners on their finances, Angelo Mamone, Jr. offers tailored and personalized financial solutions. By utilizing the global resources of Merrill, clients receive comprehensive financial strategies and advice to help them achieve their goals. With a commitment to delivering exceptional service and exceeding client expectations, Angelo Mamone, Jr. aims to build lasting relationships grounded in warmth and genuine care.

Lynch Financial Advisor Judith L Werbitt, located at 360 Hamilton Avenue in White Plains, New York, is a finance institution dedicated to servicing wealthy individuals, businesses, and families. The Werbitt Cicale Ward Group, a multi-generational team, provides personalized financial advice tailored to each client's risk profile and aspirations. With a goal-driven framework, they simplify the complexities of wealth and investments through education and communication. The team's broad financial experience, accumulated through many market cycles, offers a balanced financial planning approach for clients seeking to manage their wealth carefully and achieve personally meaningful outcomes. By taking the time to understand each client's financial situation, goals, and values, they collaborate to build a personalized financial strategy.

Mitchell WealthCare - UBS Financial Services Inc. is a renowned finance institution located at 709 Westchester Avenue in White Plains, New York, United States. With a commitment to providing top-notch financial services, they specialize in wealth management, investment planning, and financial advisory services. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or invest wisely, Mitchell WealthCare - UBS Financial Services Inc. is the trusted partner you need.

Roger Matles - UBS Financial Services Inc. is a prestigious financial institution located at 709 Westchester Avenue in White Plains, New York, United States. With a strong focus on providing top-notch financial services, Roger Matles - UBS Financial Services Inc. offers personalized investment strategies and wealth management solutions to help clients achieve their financial goals. Their team of experienced professionals is dedicated to delivering exceptional service and expert advice to clients, ensuring their financial success. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Roger Matles - UBS Financial Services Inc. is committed to helping you navigate the complex world of finance with confidence and peace of mind.

Soundview Market - UBS Financial Services Inc. is a reputable finance institution located at 709 Westchester Avenue in White Plains, New York, United States. With a focus on providing top-notch financial services to its clients, Soundview Market offers a wide range of investment options and wealth management solutions. The team of experienced professionals at Soundview Market is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to invest, save for retirement, or plan for the future, Soundview Market - UBS Financial Services Inc. is committed to providing personalized and comprehensive financial advice tailored to your individual needs.

The Dauti & DiSiena Group - UBS Financial Services Inc. is a reputable finance institution located at 709 Westchester Avenue in White Plains, New York, United States. With a focus on providing top-notch financial services, the institution offers a wide range of investment and wealth management solutions to help clients achieve their financial goals. The team at The Dauti & DiSiena Group is dedicated to delivering personalized and tailored financial advice to individuals and businesses, ensuring that each client receives the attention and expertise they deserve. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, The Dauti & DiSiena Group is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.

Kevin Bertoncin, CFP® - UBS Financial Services Inc. is a reputable finance institution located at 709 Westchester Avenue in White Plains, New York, United States. Specializing in financial planning and wealth management services, our team of experts is dedicated to helping clients achieve their financial goals. With a focus on personalized solutions and exceptional customer service, we strive to provide our clients with the guidance and support they need to secure their financial future. Trust Kevin Bertoncin, CFP® - UBS Financial Services Inc. for all your financial needs.

Alpha Financial Tax is a reputable accounting and finance institution located at 1426 White Plains Road in New York, United States. With a team of experienced professionals, we provide a wide range of financial services including tax preparation, accounting, and financial planning. Our goal is to help individuals and businesses navigate the complex world of finance and taxes with ease and confidence. Whether you need assistance with tax filings, bookkeeping, or investment strategies, Alpha Financial Tax is here to help you achieve your financial goals. Visit us today to learn more about how we can support your financial needs.

Polinsky Dental, located at 300 Martine Avenue in White Plains, New York, is a trusted dentist institution dedicated to providing families in the area with exceptional dental care. With a highly skilled and experienced professional team, they offer a full scope of general dental services in a hi-tech and comfortable office setting. At Polinsky Dental, they prioritize personalized care and take the time to discuss treatment options with each patient. By helping patients make informed decisions about their oral health, they strive to provide the best level of service and achieve successful results. The practice stays at the forefront of the latest dental technology, ensuring patients receive the most advanced care available.

Solitaire 7 Associates is a prestigious institution located at 7 Lake Street in White Plains, New York, United States. We are dedicated to providing top-notch services in the fields of finance, business consulting, and investment management. Our team of experienced professionals offers personalized solutions to help our clients achieve their financial goals and grow their businesses. With a focus on excellence and integrity, Solitaire 7 Associates is committed to delivering exceptional results and building long-lasting relationships with our clients. Visit us today to see how we can help you succeed.

RENTRY is a reputable finance and real estate agency located at 8 Cottage Place in White Plains, New York, United States. Our dedicated team of professionals is committed to providing top-notch services to our clients, whether they are looking to buy, sell, rent, or invest in properties. With a wealth of experience and expertise in the industry, RENTRY is the go-to institution for all your real estate and financial needs. Contact us today to learn more about how we can help you achieve your real estate goals.

SCORE is a finance institution located at 100 Martine Avenue in White Plains, New York, United States. Our volunteers are experienced entrepreneurs, corporate managers, and executives who offer their expertise to help small business professionals start, develop, and grow their businesses. If you're interested in becoming a mentor, we welcome you to join us. We are excited to announce the National Small Business Week Virtual Summit, hosted by the U.S. Small Business Administration and SCORE on April 30 – May 1, 2024. This event will provide educational webinars, business resources, networking opportunities, and guidance from SCORE mentors.

Asterion Wealth Advisory Group is a prestigious finance institution located at 399 Knollwood Road in White Plains, New York, United States. With a team of experienced financial advisors, Asterion provides tailored wealth management solutions to help clients achieve their financial goals. From investment planning to retirement strategies, Asterion offers comprehensive services to ensure clients' financial success and security. Trust Asterion Wealth Advisory Group to guide you towards a prosperous financial future.

Landau Advisory is a leading finance institution located at 81 Main Street in White Plains, New York. Our team of financial experts provides tailored advisory services to help individuals and businesses achieve their financial goals. With a focus on personalized solutions and strategic planning, Landau Advisory is committed to guiding our clients towards financial success. Whether you are looking to invest, plan for retirement, or manage your assets, our experienced professionals are here to assist you every step of the way. Trust Landau Advisory to navigate the complexities of the financial world and secure your financial future.

Wealth Enhancement Group is a leading financial institution located at 120 White Plains Road in Tarrytown, New York, United States. Specializing in wealth management and financial planning, our team of expert advisors is dedicated to helping individuals and families achieve their financial goals. With a focus on personalized service and tailored solutions, we strive to enhance our clients' wealth and secure their financial future. Contact us today to learn more about how Wealth Enhancement Group can help you reach your financial objectives.

CMC Wealth Management, located at 113 Nethermont Avenue in White Plains, New York, is an institution specializing in accounting and finance. With a focus on helping clients secure their financial future, CMC Wealth Management offers personalized services to address individual circumstances and goals. The founder, Catherine M. Censullo, CPA, PFS, is dedicated to guiding clients through the process of financial planning and investment. At CMC Wealth Management, clients can expect regular reviews of their financial concerns and adjustments to ensure their financial health aligns with their personal, professional, and family situations. The institution emphasizes the importance of proactive financial planning to uncover opportunities and potential rewards for long-term success. Whether clients are seeking brokerage services, investment advisory services, or both, the team at CMC Wealth Management is equipped to assist with a range of financial needs.

1879 Advisors is a leading finance institution located at 445 Hamilton Avenue in White Plains, New York. With a strong track record of success since its establishment, 1879 Advisors offers a wide range of financial services to individuals and businesses alike. Their team of experienced advisors provides expert guidance and personalized solutions to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, 1879 Advisors is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

NYC Advisors, LLC is a finance institution located at 445 Hamilton Avenue in White Plains, New York, United States. Our team of experienced financial advisors offers a wide range of services to help clients achieve their financial goals. From investment management to retirement planning, we provide personalized solutions to meet the unique needs of each individual or business. With a commitment to excellence and a focus on client satisfaction, NYC Advisors, LLC is dedicated to helping our clients navigate the complexities of the financial world with confidence and peace of mind.

Martone Capital Management is a leading finance institution located at 50 Main Street in White Plains, New York. Our team of experienced professionals specializes in providing personalized investment management services to help our clients achieve their financial goals. With a strong track record of success, we offer a range of investment strategies tailored to meet the unique needs of each individual client. Trust Martone Capital Management to provide expert guidance and support as you navigate the complexities of the financial markets.

HLSservices, LLC is a finance institution located at 75 South Broadway in White Plains, New York, United States. We specialize in providing a wide range of financial services to individuals and businesses, including investment management, financial planning, and wealth management. Our team of experienced professionals are dedicated to helping our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how we can help you reach your financial goals.

Good Capital Investment Group is a leading finance institution located at 660 White Plains Road in Tarrytown, New York. Our team of experienced professionals is dedicated to providing top-notch investment services to help our clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or invest for the future, our experts are here to guide you every step of the way. Trust Good Capital Investment Group for all your financial needs and let us help you secure a prosperous future.

Yoshida Wealth Management, Inc. is a leading finance institution located at 50 Main Street in White Plains, New York, United States. Our team of experienced professionals is dedicated to providing personalized wealth management services to help our clients achieve their financial goals. With a focus on financial planning, investment management, and retirement planning, we strive to create customized strategies tailored to each client's unique needs. Contact us today to learn more about how we can help you secure your financial future.

Trivium Point Advisory is a financial institution located at 711 Westchester Avenue in White Plains, New York. We are excited to announce that we have welcomed Paradigm Financial Partners and Lyons & Lyons, CPAs to our team. At Trivium, we focus on creating a connection between people, processes, and finances, providing our clients with essential financial strategies through wealth management, tax and accounting, and business advisory services all in one place. Our dedicated team at Trivium Point Advisory is committed to serving individuals who are looking for a central advisor for their financial needs. We offer a unique experience by combining wealth management, accounting, and business advisory services for those who value financial stewardship. We are here to help you understand your numbers and create a personalized financial roadmap to help you reach your goals.

Corporate Plans Retirement Strategies, LLC is a finance institution located in White Plains, New York, United States. We specialize in creating personalized retirement strategies for corporate clients, helping them achieve their financial goals and secure a comfortable future. Our team of experienced professionals offers expert guidance and tailored solutions to ensure our clients are well-prepared for retirement. Trust Corporate Plans Retirement Strategies, LLC to provide comprehensive financial planning and investment strategies to help you plan for a secure and prosperous retirement.

Wealth Habits is a finance institution located at 5 Sage Court, White Plains, New York, United States. Our services include market and economic observations, portfolio changes, and operations updates. We also offer education planning with practical tips for college education and ensuring equal funding for every child's education. Our experts can help you unlock the secrets of tax-efficient retirement withdrawals and create a blueprint for optimized retirement distributions. Learn about the pros and cons of 401(k) consolidation to maximize your retirement savings. Our services cover financial planning, investments, and tax planning with actionable strategies, tools, and resources to help you achieve financial independence.

The Portfolio Strategy Group is a leading finance institution located at 50 Main Street in White Plains, New York, United States. Our team of experts specializes in creating customized investment portfolios tailored to meet the unique financial goals and risk tolerances of our clients. With a focus on strategic asset allocation and risk management, we strive to maximize returns while minimizing volatility. Whether you are an individual investor looking to grow your wealth or a business seeking to optimize your financial resources, The Portfolio Strategy Group is here to help you achieve your financial objectives. Contact us today to schedule a consultation and learn more about how we can assist you in reaching your financial goals.

Pickwick Capital Partners, LLC is a finance institution located at 445 Hamilton Avenue in White Plains, New York. As a leading investment firm, Pickwick Capital Partners specializes in providing strategic financial solutions to a diverse range of clients. With a team of experienced professionals, they offer personalized services to help individuals and businesses achieve their financial goals. Whether you are looking to invest, raise capital, or navigate complex financial transactions, Pickwick Capital Partners is dedicated to delivering top-tier expertise and exceptional service.

M2O Private Fund Advisors LLC is a finance institution located at 1 North Lexington Avenue in White Plains, New York, United States. Specializing in private fund advising, M2O offers expert financial guidance and investment strategies tailored to each client's unique needs and goals. With a team of experienced professionals, M2O Private Fund Advisors LLC is dedicated to helping individuals and businesses achieve financial success and security.