TOP 30 Financial planning and strategy in White Plains, New York

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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.

JDM Benefits is a reputable insurance agency located at 2 Lyon Place in White Plains, New York. We specialize in providing a wide range of insurance options to meet the needs of individuals and businesses alike. Our experienced team is dedicated to helping our clients find the best coverage at the most competitive rates. Whether you are looking for health, life, auto, or business insurance, JDM Benefits is here to help. Contact us today to learn more about our services and how we can assist you in protecting what matters most.

AssuredPartners is a leading insurance agency located at 445 Hamilton Avenue in White Plains, New York, United States. With a strong commitment to providing top-notch insurance solutions, AssuredPartners offers a wide range of insurance products and services to meet the unique needs of individuals and businesses. Their team of experienced professionals is dedicated to delivering personalized and comprehensive insurance solutions to ensure peace of mind and financial security for their clients. Whether you are looking for personal insurance coverage or seeking to protect your business, AssuredPartners is the trusted partner you can rely on for all your insurance needs.

Lucia Banko, New York Life Agent is an insurance agency located at 777 Westchester Avenue in White Plains, New York. As a trusted representative of New York Life, Lucia Banko provides personalized insurance solutions to meet the unique needs of individuals and families. With a commitment to excellence and customer satisfaction, Lucia Banko offers a range of insurance products and services to help clients protect their financial future. Whether you are looking for life insurance, retirement planning, or estate planning, Lucia Banko is dedicated to helping you make informed decisions and secure your financial well-being. Contact Lucia Banko, New York Life Agent today to learn more about how they can help you achieve your insurance goals.

Stanley Hunter, New York Life is a reputable health insurance agency located at 777 Westchester Avenue in White Plains, New York. With a focus on providing top-quality insurance products and services, this institution is dedicated to helping individuals and families protect their health and financial well-being. The experienced team at Stanley Hunter, New York Life is committed to offering personalized solutions and exceptional customer service to meet the unique needs of each client. Trust Stanley Hunter, New York Life for all your health insurance needs in the United States.

Arch Insurance Group is a leading insurance agency located at 360 Hamilton Avenue in White Plains, New York, United States. With a strong presence in the insurance industry, Arch Insurance Group offers a wide range of insurance products and services to meet the needs of individuals and businesses alike. Their team of experienced professionals is dedicated to providing exceptional customer service and finding the best insurance solutions for their clients. Whether you are looking for personal insurance coverage or commercial insurance options, Arch Insurance Group is committed to helping you protect what matters most.

Billy Ahmetaj - Solution One Capital Corp is a finance institution located at 707 Westchester Avenue, White Plains, New York, United States. Our team of Mortgage Advisors is dedicated to providing personalized solutions to fit your financial needs. By completing our secure application, we can offer you custom quotes with various options to choose from. We work with a network of lenders to find the best rates and loan programs for you, ensuring a fast and efficient funding process. Whether you're looking to buy a new home or refinance an existing property, our team is here to help you every step of the way. We offer a wide range of loan programs, including 30yr mortgages, VA loans, commercial loans, and more. Our goal is to close your loan in 14 days or less, using a combination of new technology and old-fashioned customer service.

Franklin Allakpo New York Life is an insurance agency located at 120 White Plains Road in Tarrytown, New York. We specialize in providing a wide range of insurance products and services to meet the needs of individuals and families in the United States. Our team of experienced professionals is dedicated to helping clients protect their assets and plan for the future. Whether you are looking for life insurance, health insurance, or retirement planning services, we are here to assist you every step of the way. Visit us today to learn more about how Franklin Allakpo New York Life can help you secure your financial future.

Stifel is a renowned finance institution located at 4 West Red Oak Lane in White Plains, New York, United States. With a strong reputation for providing top-notch financial services, Stifel offers a wide range of investment and wealth management solutions to its clients. Whether you are looking for assistance with retirement planning, investment strategies, or asset management, Stifel's team of experienced professionals is dedicated to helping you achieve your financial goals. Visit Stifel today to learn more about how they can help you secure your financial future.

Fernando Temporal Mariz is a reputable doctor's office located at 222 Mamaroneck Avenue in White Plains, New York. Specializing in health and wellness, this institution offers a wide range of medical services to meet the needs of patients of all ages. With a team of experienced healthcare professionals, Fernando Temporal Mariz is dedicated to providing personalized care and treatment plans to help individuals achieve optimal health. Whether you are in need of a routine check-up or seeking treatment for a specific medical condition, you can trust in the expertise and compassion of the staff at this esteemed institution.

M. Sloan is a renowned healthcare institution located at 330 Tarrytown Road in White Plains, New York, United States. Specializing in providing top-quality medical care, M. Sloan offers a wide range of services to patients in need of expert medical treatment. With a team of experienced doctors and healthcare professionals, the institution is dedicated to delivering personalized care and ensuring the well-being of all patients. Whether you are in need of routine check-ups, specialized treatment, or emergency care, M. Sloan is committed to providing the highest standard of healthcare services. Visit M. Sloan today for all your medical needs.

Daniel Grijalva is a reputable finance institution located at 520 White Plains Road in Tarrytown, New York, United States. With a focus on providing expert financial services to individuals and businesses, Daniel Grijalva is known for their professionalism and commitment to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, the team at Daniel Grijalva is dedicated to providing personalized solutions tailored to your specific needs. Trust in Daniel Grijalva for all your financial needs in the Tarrytown area.

Onyx Bridge Wealth Group is a prestigious finance institution located at 120 White Plains Road in Tarrytown, New York. Our team of expert financial advisors and wealth managers are dedicated to helping clients navigate the complexities of wealth management and financial planning. With a focus on personalized service and tailored investment strategies, we strive to help our clients achieve their financial goals and secure their financial future. Trust Onyx Bridge Wealth Group to guide you towards financial success.

Resnick & Newman LLP is a leading accounting and finance firm located at 120 White Plains Road in Tarrytown, New York. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and business consulting. Their commitment to excellence and personalized approach sets them apart from other firms in the industry. Whether you are an individual looking for tax assistance or a business in need of financial guidance, Resnick & Newman LLP is dedicated to helping you achieve your goals.

JPR & Associates Tax Preparation is a professional accounting and finance institution located at 3084 White Plains Road in New York, United States. Our team of experienced tax professionals is dedicated to providing top-notch tax preparation services for individuals and businesses. With a focus on accuracy and efficiency, we strive to help our clients navigate the complexities of tax laws and maximize their financial outcomes. Trust JPR & Associates Tax Preparation to handle all of your tax needs with precision and expertise.

Jackson Hewitt Tax Service, located at 4015 White Plains Road in New York, United States, is a finance institution dedicated to helping individuals maximize their tax refunds. While their tax advance loans have ended for the year, their Tax Pros are still available to assist you in getting the most out of your return. Their services are perfect for those with busy schedules, as you can simply drop off your tax documents and let a Tax Pro handle the rest. They will review your final return with you over a quick call and provide convenient e-signing options.

H&R Block is a renowned accounting and finance institution located at 4188 White Plains Road in New York, United States. With a team of experienced professionals, H&R Block offers comprehensive tax preparation services, financial planning, and investment advice to individuals and businesses. Whether you need help with filing your taxes or managing your finances, H&R Block is dedicated to providing top-notch services tailored to meet your specific needs. Trust H&R Block to help you navigate the complex world of accounting and finance with ease and confidence.

The Sage Largesse Endeavor is a trusted institution located at 333 Westchester Avenue in White Plains, New York, United States. Specializing in finance, health, and insurance services, we are dedicated to providing comprehensive solutions to meet the diverse needs of our clients. With a team of experienced professionals, we strive to deliver top-notch services and support to help individuals and businesses achieve their financial and health goals. Contact us today to learn more about how we can assist you in securing your future and protecting your assets.

David Lerner Associates, Inc. is a finance and insurance agency located at 599 West Hartsdale Avenue in White Plains, New York, United States. With a strong reputation for providing personalized financial services, the institution offers a range of investment options and insurance products to help clients achieve their financial goals. Their team of experienced professionals is dedicated to guiding individuals and families towards financial security and success. Whether you are looking to invest for the future or protect your assets, David Lerner Associates, Inc. is committed to helping you navigate the complex world of finance and insurance.

The Law Offices of David Brodman, located at 633 Lydig Avenue in New York, is a leading bankruptcy firm in the Bronx. With over 20 years of experience, Attorney Brodman provides legal services to clients in White Plains, Yonkers, New Rochelle, Mount Vernon, and surrounding counties. As a Bronx native, Attorney Brodman is dedicated to serving the community with dignity, care, and respect. Clients praise the firm for its excellent service, affordable fees, and prompt communication. Specializing in Chapter 7 bankruptcy, the firm helps individuals eliminate non-secured debts through liquidation, providing a fresh start free from debt. Clients appreciate Attorney Brodman's compassion, professionalism, and efficiency in guiding them through the bankruptcy process. With a commitment to client satisfaction, the Law Offices of David Brodman stands out as a top choice for those seeking experienced and reliable legal representation in financial matters.

Martin Grossbach P.C. Attorneys-at-Law is a reputable institution located at 660 White Plains Road in Tarrytown, New York. Specializing in accounting, finance, and legal services, our team of skilled attorneys are dedicated to providing top-notch representation and advice to our clients. With years of experience and a track record of success, we are committed to helping individuals and businesses navigate complex legal and financial matters. Whether you are in need of tax assistance, estate planning, or general legal counsel, Martin Grossbach P.C. Attorneys-at-Law is here to help. Contact us today to schedule a consultation and see how we can assist you with your legal needs.

Goldman Gruder & Woods LLC is a prestigious law firm located at 120 White Plains Road in Tarrytown, New York. Specializing in a wide range of legal services, the firm is known for its expertise in various areas of law including corporate law, real estate law, and estate planning. With a team of experienced attorneys dedicated to providing top-notch legal representation, Goldman Gruder & Woods LLC is committed to delivering personalized solutions tailored to meet the needs of each client. Whether you are seeking legal advice for business matters or personal issues, you can trust in the professionalism and integrity of Goldman Gruder & Woods LLC.

The Law Office of Michael Camporeale, located at 1688 Victory Boulevard in New York, is a trusted institution specializing in elder law, estate planning, Medicaid planning, asset protection, and more. With a focus on empowering seniors with knowledge, compassion, and peace of mind, the firm offers services such as wills, power of attorney, living trusts, and health care proxies. The experienced team at the Law Office of Michael Camporeale is dedicated to educating clients on estate and Medicaid planning, ensuring that assets are properly protected and preserved. With offices throughout New York City, including Staten Island, Brooklyn, and White Plains, the firm is committed to providing the finest legal representation available. Whether you need assistance with guardianships, probate, estate litigation, or special needs planning, the attorneys at Michael Camporeale are here to help. Contact them today for a free consultation at (718) 475-9639.

Capital Preserve is a reputable finance institution located at 520 White Plains Road in Tarrytown, New York. Our team of experienced financial professionals is dedicated to helping individuals and businesses preserve and grow their capital through smart investment strategies and financial planning. Whether you are looking to build your savings, invest for the future, or protect your assets, Capital Preserve is here to provide expert guidance and personalized solutions tailored to your specific financial goals. Visit us today to learn more about how we can help you secure your financial future.

DHS & Co Inc is a reputable accounting and finance institution located at 200 White Plains Road in Tarrytown, New York, United States. With a team of experienced professionals, DHS & Co Inc offers a wide range of financial services including tax preparation, auditing, financial planning, and consulting. Clients can trust DHS & Co Inc to provide expert advice and assistance with their financial needs.

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.

Aging Issues Management, located at 4419 White Plains Road in New York, United States, is a finance and legal institution specializing in assisting seniors with their financial planning and housing needs. As we age, it is important to have specialists in our health needs, and the same applies to our financial and housing needs. AIM offers a range of services including financial planning, estate planning, long-term care planning, and housing evaluation for senior citizens. With a focus on helping seniors achieve their financial goals and ensure their financial security, AIM provides expert guidance on topics such as Social Security, retirement savings, tax credits, estate planning, and more. They also offer comprehensive housing analysis to ensure the financial and housing security of all family members as they age.

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.