Financial organization and planning in White Plains, New York

Merrill Lynch Financial Advisor Michael J. Woolfolk is located at 360 Hamilton Avenue, White Plains, New York, United States. Specializing in finance, Michael provides investment, retirement, and wealth management advice to individuals in the Greater New York City area. With a PhD in finance and 20 years of experience as a Wall Street strategist, Michael offers unique insights into today's financial markets and complex products. He is dedicated to helping high-net worth individuals, families, and small business owners navigate the various products and strategies available to meet their financial goals. Committed to community involvement, Michael volunteers with local organizations and believes in building personalized financial plans centered around clients' goals and priorities. By utilizing the Merrill Personal Wealth Analysis™ tool, Michael helps clients create tailored plans to achieve their financial aspirations. With a focus on understanding clients' changing needs and goals, Michael offers personalized financial strategies to help manage, grow, and preserve wealth. Through ongoing communication and adjustments to financial approaches, Michael aims to help clients stay on track to achieve their financial objectives. As a Merrill Lynch Wealth Management Advisor, Michael works closely with clients to develop customized investment approaches and provide comprehensive financial solutions. With a commitment to prioritizing clients' needs and goals, Michael aims to help individuals achieve financial success and live their best financial life.

Merrill Lynch Financial Advisor Elliot R Skriloff is a Senior Vice President and Portfolio Manager located at 360 Hamilton Avenue in White Plains, New York. With over 27 years of experience in the financial services industry, Elliot specializes in providing personalized financial advice, investment management strategies, retirement planning, wealth transfer, estate planning services, education planning, and financial risk management. His client base includes affluent individuals, families, corporate executives, business owners, non-profit organizations, and households with special needs family members. Elliot follows a defined process with each client, focusing on understanding their specific situations to establish objectives, develop appropriate strategies, recommend solutions, and track progress towards reaching their goals. He holds the Accredited Asset Management Specialist (AAMS) and Chartered Retirement Planning Counselor (CRPC) designations, utilizing his advanced skill set to provide specialized investment services to sophisticated investors.

Jacqueline James and Associates is a reputable institution located at 445 Hamilton Avenue in White Plains, New York, United States. Specializing in providing top-notch consulting services, they offer expert advice and guidance in a variety of fields. With a team of experienced professionals, Jacqueline James and Associates are dedicated to helping their clients achieve their goals and succeed in their endeavors. Whether you are looking for business consulting, financial planning, or career development services, you can trust Jacqueline James and Associates to provide you with the support and expertise you need. Contact them today to learn more about how they can help you reach your full potential.

The Wealth Protection Organization Inc. is a leading finance and insurance agency located at 700 White Plains Road in Scarsdale, New York. With a strong focus on safeguarding the financial well-being of individuals and businesses, our team of experts offers a wide range of wealth protection services. From insurance policies to investment strategies, we are dedicated to helping our clients secure their assets and plan for a financially secure future. Trust The Wealth Protection Organization Inc. to provide personalized solutions tailored to your specific needs and goals.

Merrill Lynch Financial Advisor Charles E. Branch is a trusted finance institution located at 360 Hamilton Avenue, White Plains, New York, United States. Charles has been with Merrill Lynch Wealth Management since 2006, specializing in building clear financial roadmaps to help clients prioritize their life and financial goals. He not only advises clients but also educates them on their financial lives, helping them navigate the complex investment world to make appropriate financial decisions. Charles and his team have extensive investment advisory experience, allowing them to craft customized wealth strategies that encompass all aspects of a client's life. Charles is actively involved in various organizations and charities, demonstrating his commitment to serving the community. At Merrill Lynch Wealth Management, the team focuses on building strong client relationships based on trust and personalized service, centered on the client's family, goals, and priorities. They believe in creating personalized financial plans tailored to each client's unique ambitions and needs, helping them achieve their long-term goals. By staying connected with clients and regularly reviewing their financial approach, Charles and his team ensure that clients stay on track to achieve what matters most to them. With access to the investment insights of Merrill and banking solutions from Bank of America, they work with clients to develop approaches designed to address their financial needs and achieve their goals. The institution offers personalized investment strategies and comprehensive financial solutions to help clients live their best financial lives.

Welcome to the Bank of America Financial Center, conveniently located at 206 Main Street, White Plains, New York 10601. As a trusted leader in the banking and finance industry, we are dedicated to providing exceptional financial services to meet all your personal and business needs. Our White Plains location offers a comprehensive range of services, including personal banking, business banking, loans, credit cards, wealth management, and more. Our team of experienced financial professionals is committed to delivering personalized solutions and expert guidance to help you achieve your financial goals. Whether you're looking to open a new account, apply for a mortgage, or plan for your future, we are here to assist you every step of the way.

Welcome to USALLIANCE Financial, your trusted partner in achieving financial success. Conveniently located at 41 East Post Road, White Plains, New York, our branch offers a comprehensive range of financial services tailored to meet your needs. As a full-service credit union, we pride ourselves on delivering digital banking solutions that prioritize convenience, personalization, and security. At USALLIANCE Financial, we understand that unforeseen circumstances can arise, and we're committed to supporting our members through challenging financial situations. We provide valuable resources to help you protect yourself from scams, recognize signs of fraud, and access additional financial tools. Explore our extensive resource library filled with informative articles and videos designed to help you reach your financial 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.

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.

The Creative Planners Group, Ltd is a leading accounting and finance institution located at 660 White Plains Road in Tarrytown, New York. Our team of experienced professionals specializes in providing innovative financial planning and advisory services to individuals and businesses. With a commitment to excellence and a creative approach to financial management, we help 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 objectives.

CBAuthentix is a leading accounting and finance institution located at 399 Knollwood Road in White Plains, New York, United States. With a team of experienced professionals, we offer a wide range of services to help individuals and businesses manage their financial affairs effectively. From tax preparation to financial planning, our experts are dedicated to providing personalized solutions to meet our clients' needs. Trust CBAuthentix for all your accounting and finance needs.

Latino U College Access is a non-profit organization located at 75 Virginia Road in White Plains, New York. Our mission is to empower Latino students to achieve their higher education goals through mentorship, academic support, and college readiness programs. We provide personalized guidance and resources to help students navigate the college application process, secure financial aid, and succeed in their academic endeavors. With a focus on equity and access, Latino U College Access is committed to helping Latino students reach their full potential and fulfill their dreams of higher education.

BECAID Inc. is a multifaceted institution located at 44 North Broadway, White Plains, New York, United States. We offer a range of services beyond just window cleaning, including gutter cleaning, power washing, and more. Our team is passionate about what we do and takes pride in being solution providers for all your home maintenance needs. At BECAID, we embody excellence, hard work, and a can-do attitude when it comes to providing our services. We prioritize the well-being of your home, understanding the importance of regular maintenance to prevent deterioration caused by various elements. Our window cleaning services help to keep your windows in top condition, while our pressure washing can restore the beauty of your deck, fence, and exterior walls.

At Morgan Legal Group P.C. in Westchester, located at 777 Westchester Avenue, White Plains, New York, our team of trained professionals specializes in estate planning. We pride ourselves on providing personalized service tailored to each client's specific needs and requests. Unlike large assembly-line law firms, our clients have direct access to an attorney whenever they have a question. Our attorneys possess a deep knowledge and experience in estate planning, with certifications and advanced training in this area of law. We take a comprehensive approach to estate planning, offering services such as wills, trusts, powers of attorney, and healthcare directives all under one roof. Our focus is on preserving and protecting our clients' legacy and assets, with strategies to minimize estate taxes and ensure a smooth transition of assets to beneficiaries.

WB Insurance Solutions Brokerage Corp is a reputable insurance agency located at 520 White Plains Road, Tarrytown, New York, United States. Specializing in auto, home, business, and workers compensation insurance, we have been serving clients since 2005. Operated by principal broker Winston Bernal, we write insurance policies in New York and North Carolina, including various counties and cities. Our agency represents multiple insurance companies, offering a wide range of coverage options and price points to cater to the diverse needs of our clients. Whether you are looking for home insurance, auto insurance, or business insurance, we have the expertise to provide you with the right blend of price, coverage, and service. With a focus on delivering maximum benefits and protection to our clients, our team of experts is dedicated to customizing insurance solutions that meet your specific needs. From renters insurance to umbrella insurance, we have the knowledge and experience to guide you through the process and ensure you are well-protected.

Welcome to the Stephen P. Breen State Farm Agency located at 12 West Main Street in Elmsford, New York. For the past 10 years, we have been proudly serving Westchester County, New York, Monmouth County, New Jersey, Pennsylvania, and Connecticut. Our team of licensed professionals is dedicated to meeting all of your insurance needs, including auto, home, condo, boat, motorcycle, scooter, and life insurance. As a proud member of various organizations such as the Maria Fareri Children's Hospital-Family Advisory Council and Fordham University Basketball Alumni, we are committed to providing exceptional service to our clients. We offer a wide range of insurance products, including auto and home insurance for all of New York and New Jersey, as well as business insurance for landscapers in Monmouth County and beyond.

The Brian Wallach Agency Inc is a reputable insurance agency located at 1 North Broadway in White Plains, New York. With a commitment to providing top-notch insurance solutions and excellent customer service, our agency has been serving the community for years. Whether you are looking for auto, home, life, or business insurance, our dedicated team of professionals is here to help you find the perfect coverage to fit your needs. Contact us today to learn more about how we can protect what matters most to you.

MetLife is an insurance agency located at 707 Westchester Avenue, White Plains, New York, United States. At MetLife, protecting your information is a top priority. They offer everything you need to know to protect yourself and your family all in one place. Learn about the importance of Health Savings Accounts (HSAs) and how they can benefit employee retention and financial well-being. MetLife offers various dental network options, including preferred dental programs and Dental Health Maintenance Organizations (HMOs). Register online to access and manage your benefits with MetLife. They also provide insights on disability insurance, paid leave, and retirement savings. Join the global community of individuals at MetLife who are dedicated to helping build confidence and security for their customers.

Facilities House is a prestigious university located at Pryer Terrace in New Rochelle, New York, United States. Our institution offers a wide range of Clubs & Activities, Study Abroad programs, Housing & Dining options, as well as Cost & Financial Aid assistance. Our academic calendars are designed to help students plan their schedules effectively. Join us for upcoming events:

Rosenthal & Markowitz, LLP is a reputable law firm located at 399 Knollwood Road in White Plains, New York, United States. Specializing in areas such as Divorce, Family Law, Estate Planning, Probate, and Real Estate, our team of highly experienced attorneys is dedicated to providing ethical and exceptional legal representation to our clients. We understand that needing a lawyer can be a stressful experience, which is why we aim to reduce that stress and guide you through the legal process with personalized attention and strategic advocacy. Whether through Mediation, Collaborative Divorce, or Litigation, we work towards achieving the best outcome for your case while preserving your financial assets and family relationships. Our commitment to keeping you informed and empowered throughout the process sets us apart from other law firms, as we strive to help you navigate this phase of your life without unnecessary legal battles. Contact us at 914-347-1292 for more information on how we can assist you.

ALR Tax & Accounting Services is a professional institution located at 2303 White Plains Road in New York, United States. Specializing in accounting and finance, our team of experts is dedicated to providing top-notch services to individuals and businesses alike. With years of experience and a commitment to excellence, we strive to help our clients navigate the complex world of taxes and financial management with ease. Whether you need assistance with tax preparation, bookkeeping, or financial planning, ALR Tax & Accounting Services is here to help you achieve your financial goals. Contact us today to schedule a consultation and see how we can assist you in reaching your financial aspirations.

DMI Bookkeeping & Accounting Services is a professional institution located at 575 White Plains Road in Eastchester, New York. Specializing in accounting and finance services, our team of experts is dedicated to helping individuals and businesses manage their financial records with precision and accuracy. Whether you need assistance with bookkeeping, tax preparation, or financial planning, we are here to provide reliable and efficient solutions tailored to your specific needs. Trust DMI Bookkeeping & Accounting Services to handle your financial responsibilities with professionalism and expertise.

Velez Consulting Services is a trusted institution located at 76 Mamaroneck Avenue in White Plains, New York. We specialize in providing expert consulting services to businesses and individuals seeking guidance in various areas such as finance, marketing, and operations. Our team of experienced consultants is dedicated to helping our clients achieve their goals and maximize their success. With a commitment to excellence and personalized service, Velez Consulting Services is the premier choice for all your consulting needs in the United States.

Welcome to Rosemont Plaza, your premier shopping destination located at New York 119, White Plains, New York 10607. Nestled in the heart of White Plains, Rosemont Plaza offers a vibrant and diverse shopping experience for locals and visitors alike. Our shopping mall is home to a wide array of stores, ranging from popular fashion boutiques to specialty shops, ensuring that there’s something for everyone. At Rosemont Plaza, we pride ourselves on providing a welcoming and enjoyable environment for all our guests. Whether you're looking for the latest trends, unique gifts, or everyday essentials, our carefully curated selection of retailers has you covered. Take a break from shopping and indulge in a delightful meal at one of our many dining options, offering everything from quick bites to gourmet cuisine.

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.

Welcome to Vacca Family Law Group, your trusted partner in navigating the complexities of family law with a focus on peaceful and amicable resolutions. Located at 60 East 42nd Street in the heart of Manhattan, New York, we are dedicated to helping you dissolve your marriage without the need for litigation. Our compassionate team is committed to addressing the emotional, financial, and legal aspects of divorce, ensuring that each client's unique circumstances are understood and respected. At Vacca Family Law Group, we specialize in collaborative divorce processes, offering creative and sometimes unconventional solutions tailored to your needs. Our experienced attorney mediators guide you and your spouse toward amicable agreements, minimizing conflict and keeping control in your hands rather than in the courtroom.

Welcome to the Mutual of America Regional Office in Tarrytown, NY. Conveniently located at 120 White Plains Road, Tarrytown, New York 10591, our office is dedicated to providing exceptional financial services and solutions tailored to meet the unique needs of our clients. As a leading provider in the finance industry, we specialize in retirement plans, investment services, and insurance products designed to help individuals, businesses, and organizations achieve their financial goals. Our team of experienced professionals is committed to delivering personalized guidance and support, ensuring that our clients have the resources and knowledge they need to make informed financial decisions. Visit us today to discover how Mutual of America can help secure your financial future.

Welcome to Bank of America, conveniently located at 505 White Plains Road in Tarrytown, New York. As a cornerstone of the community, we are dedicated to providing exceptional banking and financial services tailored to meet your needs. Our branch offers a full suite of personal and business banking solutions, including checking and savings accounts, loans, credit cards, and investment advice. For your convenience, our location features a drive-thru ATM, allowing you to access your funds and conduct transactions quickly and efficiently without leaving your vehicle. Whether you're managing daily finances or planning for the future, our experienced team is here to assist you with personalized service and expert advice.

Welcome to Nonprofit Strategic Partners, your trusted financial ally located at 50 Main Street, White Plains, New York 10606. We specialize in providing tailored financial solutions and strategic guidance to nonprofit organizations, empowering them to achieve their missions with confidence and efficiency. Our team of experienced financial professionals is dedicated to understanding the unique challenges faced by nonprofits and delivering customized strategies that enhance financial sustainability and impact. At Nonprofit Strategic Partners, we offer a comprehensive range of services including financial planning, budgeting, grant management, and compliance assistance. Our goal is to help your organization optimize its resources, improve financial health, and navigate the complexities of nonprofit finance with ease. Whether you are looking to streamline operations, secure funding, or plan for long-term growth, we are here to support you every step of the way.

Welcome to Bank of America (Lobby Service Only), conveniently located at 2198 White Plains Road in the vibrant neighborhood of The Bronx, New York. Our branch is dedicated to providing exceptional financial services tailored to meet the diverse needs of our community. As a trusted name in banking and finance, we offer a range of lobby services designed to assist you with your everyday banking needs. Whether you're looking to open a new account, inquire about our financial products, or seek advice on managing your finances, our friendly and knowledgeable staff are here to help. Visit us today to experience personalized service and discover how we can support your financial goals. Please note that our location is dedicated to lobby services only, ensuring a focused and efficient banking experience. We look forward to serving you at Bank of America in The Bronx.