Financial situation analysis in White Plains, New York

Merrill Lynch Financial Advisor Jeffrey W. Chin, located at 360 Hamilton Avenue in White Plains, New York, offers personalized wealth management services to wealthy families and business owners. With 23 years of experience in the financial services industry, Jeffrey holds the designations of Chartered Financial Analyst and Certified Plan Fiduciary Advisor. His team takes a comprehensive approach to managing wealth, starting with understanding the client's financial situation, family, and goals. They offer customized wealth management solutions that can adapt to changing market conditions. By leveraging the investment insights of Merrill and the banking convenience of Bank of America, Jeffrey and his team help clients address various aspects of their financial lives. Their mission is to deliver excellent service and assist clients in pursuing their financial goals. With Merrill Personal Wealth Analysis™, they can build and document personalized plans centered on the client's goals. The team is committed to building strong client relationships based on trust and personalized service, helping clients achieve what matters most to them.

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.

Merrill Lynch Financial Advisor Christopher R Fleming, located at 360 Hamilton Avenue, White Plains, New York, United States, is dedicated to managing your wealth through a personalized approach tailored to your goals and priorities. With access to the investment insights of Merrill and the banking solutions of Bank of America, Christopher Fleming can help you navigate the ever-changing market conditions and create a strategy that aligns with your financial aspirations. As a Certified Financial Planner, Christopher Fleming is registered to do business in multiple states and is committed to understanding your unique financial situation and what matters most to you and your family. By conducting a Merrill Personal Wealth Analysis™, he can build a personalized plan centered on your goals and focused on helping you achieve what matters most to you.

Lynch Financial Advisor Loren F. Ward is located at 360 Hamilton Avenue, White Plains, New York, United States. The Werbitt Cicale Ward Group is a team of experienced financial advisors who specialize in servicing wealthy individuals, businesses, and families. They offer a personalized, goal-driven approach to financial planning that is tailored to each client's risk profile and aspirations. The team believes in simplifying the complexities of wealth management through education and communication, ensuring that clients' goals and values are preserved for generations to come. With a broad range of financial experience spanning many market cycles, the team at Merrill Lynch Financial Advisor Loren F. Ward is dedicated to providing clients with a balanced financial planning approach. They believe in carefully managing wealth to help clients achieve outcomes that are personally meaningful to them.

Merrill Lynch Financial Advisor Daniel Goldsmith is a finance institution located at 360 Hamilton Avenue, White Plains, New York, United States. Managing your wealth begins with a comprehensive understanding of your financial situation, goals, and priorities. Daniel Goldsmith can help create a flexible strategy tailored to your needs, with access to the investment insights of Merrill and the banking solutions of Bank of America. With a focus on personalized wealth management strategies, Daniel Goldsmith believes in building strong relationships with clients by participating in community service and volunteering. Through the Merrill Personal Wealth Analysis™, a personalized plan can be developed centered on your goals. By understanding your investment personality, Daniel Goldsmith can customize a financial approach to help you pursue what matters most to you. With a commitment to ongoing communication and adjustments to your financial approach as needed, Daniel Goldsmith is dedicated to helping you achieve your financial goals and navigate life's changes. Contact Daniel Goldsmith for personalized investment strategies and comprehensive financial solutions tailored to your unique needs and priorities.

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.

Ron Friedman CPA is a reputable finance institution located in Westchester County, NY. Their office is conveniently situated at 150 White Plains Road in Tarrytown, New York. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, auditing, accounting, and consulting. Whether you are an individual or a business owner, Ron Friedman CPA provides personalized and reliable financial solutions to help you achieve your goals. Trustworthy and dedicated, they strive to deliver exceptional service to their clients in the Westchester County area.

Welcome to Authority Managers, your trusted local government office located in the heart of White Plains, New York. Situated at 223 Dr. Martin Luther King Junior Boulevard, our office is dedicated to serving the community with integrity and efficiency. At Authority Managers, we are committed to providing comprehensive support and services to residents, businesses, and visitors alike. Our team of experienced professionals works diligently to ensure transparent governance and effective management of local resources. Whether you need assistance with permits, public records, or community programs, Authority Managers is here to help. Visit us today and experience our commitment to fostering a thriving and well-governed community.

Welcome to Imoses CPA & Associates, your trusted partner in accounting and finance located in the heart of The Bronx, New York. Situated at 3246 White Plains Road, we are dedicated to providing personalized financial services to individuals, small businesses, and corporations in the area. Our team of experienced professionals is committed to helping you navigate the complexities of financial management with precision and care. At Imoses CPA & Associates, we offer a comprehensive range of services including tax preparation, bookkeeping, financial planning, and business consulting. Our goal is to deliver tailored solutions that meet your unique needs, ensuring compliance and optimizing your financial performance. Whether you're looking to streamline your business operations or need expert advice on personal financial matters, we are here to support you every step of the way.

Welcome to InVision Funding Solutions Located in the heart of White Plains, New York, InVision Funding Solutions is your trusted partner for all your financial needs. Situated at 405 Tarrytown Road, our firm is dedicated to providing tailored financial services that empower individuals and businesses to achieve their financial goals.

Welcome to Beaufort Capital Partners, your trusted financial partner located in the heart of White Plains, New York. Situated at 50 Main Street, our firm is dedicated to providing exceptional financial services tailored to meet the unique needs of our clients. As a leading finance company, we specialize in investment management, financial planning, and advisory services for both individuals and businesses. Our team of experienced professionals is committed to delivering personalized strategies and insights to help you achieve your financial goals. At Beaufort Capital Partners, we prioritize building long-lasting relationships with our clients through transparency, integrity, and excellence. Discover how we can assist you in navigating the complexities of the financial world with confidence and expertise. Visit us today to learn more about our comprehensive range of services and how we can support your financial journey.

Welcome to Stock Agency Inc., your trusted insurance partner located in the heart of The Bronx, New York. Situated at 2305 White Plains Road, our agency is committed to serving the diverse insurance needs of our community with integrity and professionalism. At Stock Agency Inc., we understand that navigating the world of insurance can be overwhelming. That's why our experienced team is dedicated to providing personalized service and expert guidance to help you make informed decisions. Whether you're seeking coverage for your home, auto, business, or health, we offer a wide range of insurance products tailored to meet your unique needs and budget.