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TOP 30 Goal based financial planning in White Plains, NY
18 results found
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Merrill Lynch Financial Advisor Jeffrey W. Chin
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 Robin M Ely
Merrill Lynch Financial Advisor Robin M Ely is a trusted financial institution located at 360 Hamilton Avenue in White Plains, New York. As a reputable finance advisor, Robin M Ely provides expert guidance and personalized financial solutions to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Merrill Lynch Financial Advisor Robin M Ely is committed to providing top-notch financial services to individuals and businesses in the United States.
Merrill Lynch Financial Advisor Danielle F Grande-Cosentino
Merrill Lynch Financial Advisor Danielle F Grande-Cosentino is a senior vice president and international wealth advisor located at 360 Hamilton Avenue, White Plains, New York, United States. With a career spanning over three decades, Danielle is committed to providing exemplary client service and has been recognized by Forbes as a "Top Women Wealth Advisor Best-in-State" in 2024. She is highly credentialed, holding certifications such as CERTIFIED FINANCIAL PLANNER™, and is known for her dedication to educating clients and their families on managing wealth and achieving financial independence. Danielle's personalized approach to wealth management has earned her the loyalty of clients around the world, and she is proud to serve CEOs, CFOs, and affluent families in New York, New Jersey, Connecticut, and other states. With a focus on building strong client relationships based on trust and personalized service, Danielle and her team at Merrill Lynch Wealth Management are dedicated to helping clients achieve their financial goals and priorities, no matter how they may change over time.
Merrill Lynch Financial Advisor Elliot R Skriloff
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.
FRISCH FINANCIAL GROUP, INC.
Frisch Financial Group, Inc. is a leading finance institution located at 777 Westchester Avenue in White Plains, New York. With a strong reputation for providing expert financial services, Frisch Financial Group offers a wide range of investment and wealth management solutions to help individuals and businesses achieve their financial goals. Their team of experienced professionals is dedicated to providing personalized and tailored advice to clients, ensuring they receive the best possible financial guidance. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Frisch Financial Group is equipped to help you navigate the complex world of finance with confidence.
Philip C Kersting - Financial Advisor, Ameriprise Financial Services, LLC
Philip C Kersting is a reputable financial advisor at Ameriprise Financial Services, LLC located in White Plains, New York. With years of experience in the finance industry, Philip provides expert guidance and personalized financial planning services to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Philip C Kersting is dedicated to providing you with the tools and strategies needed for financial success. Visit the office at 445 Hamilton Avenue to start your journey towards a secure financial future.
Merrill Lynch Financial Advisor Robert J Tarpey
Merrill Lynch Financial Advisor Robert J Tarpey is a finance institution located at 360 Hamilton Avenue, White Plains, New York, United States. The institution focuses on building personalized relationships with clients to help them identify and prioritize their financial goals. By listening and understanding each client's unique needs, the advisors at Merrill Lynch aim to create customized financial approaches that align with their aspirations. Drawing upon behavioral finance research, Merrill Lynch offers an Investment Personality Assessment to gain a deeper understanding of how clients think and feel about investing. This assessment helps in developing tailored financial strategies that can help clients pursue their goals effectively. The institution believes in regularly updating and revisiting financial approaches to reflect changes in clients' lives and the market.
Merrill Lynch Financial Advisor Jacqueline J Cicale
Merrill Lynch Financial Advisor Jacqueline J Cicale is a reputable financial institution located at 360 Hamilton Avenue in White Plains, New York, United States. Specializing in finance, they offer expert advice and personalized solutions to help clients achieve their financial goals. With a focus on professionalism and integrity, Merrill Lynch Financial Advisor Jacqueline J Cicale provides top-notch service and guidance to individuals seeking to secure their financial future. Contact them today to learn more about their services and how they can assist you in managing your finances effectively.
Merrill Lynch Financial Advisor Mary E Tompkins
Merrill Lynch Financial Advisor Mary E Tompkins is a finance institution located at 360 Hamilton Avenue, White Plains, New York, United States. The team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service. They offer services such as wealth management, personalized financial planning, and investment strategies tailored to your specific goals and priorities. The advisors at Merrill Lynch aim to understand your individual needs and aspirations in order to create a personalized plan to help you achieve financial success. With access to the resources of Merrill and Bank of America, they can provide comprehensive financial solutions to help you reach your goals. Whether you are planning for retirement, saving for a home, or funding your child's education, Merrill Lynch Financial Advisor Mary E Tompkins is committed to helping you navigate the complexities of your financial life and achieve your goals. Contact them today to start your personalized financial journey.
Edward Jones - Financial Advisor: Matthew Carty
Edward Jones - Financial Advisor: Matthew Carty is a reputable financial institution located at 505 White Plains Road in Tarrytown, New York. As a trusted financial advisor, Matthew Carty provides personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Matthew Carty is dedicated to providing top-notch financial advice and guidance to individuals and families in the Tarrytown area. Whether you are planning for retirement, saving for a child's education, or investing for the future, Matthew Carty is committed to helping you make informed financial decisions. Contact Edward Jones - Financial Advisor: Matthew Carty today to schedule a consultation and start planning for a secure financial future.
Bhashyam Wealth Management Associates - Ameriprise Financial Services, LLC
Bhashyam Wealth Management Associates - Ameriprise Financial Services, LLC is a trusted finance institution located at 399 Knollwood Road, White Plains, New York, United States. They have been recognized as one of Investor’s Business Daily’s Most Trusted Wealth Managers. The team at Ameriprise Financial focuses on understanding your goals, whether it be retirement planning, education savings, or making a major purchase. They provide personalized investment recommendations based on your risk tolerance and regularly review and update your financial plan as needed. With access to your investments and accounts from any device, you can track your progress towards your goals securely. The Retirement InteractiveSM tool helps you explore potential challenges to your retirement income. Backed by the Ameriprise Investment Research Group, their advisors stay informed on market conditions to provide you with guidance. Ameriprise financial advisors are registered to do business in certain U.S. states, so be sure to check their personal website or FINRA’s BrokerCheck website for details. Schedule a complimentary initial consultation to discuss your financial goals and start planning for a secure financial future.
Merrill Lynch Financial Advisor Charles E. Branch
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.
Merrill Lynch Financial Advisor Daniel P Tarpey
Merrill Lynch Financial Advisor Daniel P Tarpey is a finance institution located at 360 Hamilton Avenue, White Plains, New York, United States. The institution focuses on starting relationships with conversations to help clients identify and prioritize their financial goals. They believe in achieving financial success by making personalized investment decisions that align with clients' aspirations. Through the Investment Personality Assessment, they gain a deeper understanding of clients' investing preferences to customize financial approaches. The institution offers tools to track changes in clients' lives and goals to reflect in their financial strategies. With access to Merrill's investment insights and Bank of America's banking solutions, they work with clients to develop an approach tailored to their financial needs. The team, supported by Merrill's global resources, is dedicated to building strong client relationships based on trust and personalized service. Merrill Personal Wealth Analysis™ helps build and document personalized plans centered on clients' goals. Regular check-ins and adjustments to financial approaches ensure clients stay on track to achieve their objectives. By getting to know clients personally and understanding their priorities, the institution offers financial approaches that reflect their unique needs and personalities. The advisors at Merrill Lynch Wealth Management help clients navigate financial complexities and build customized investment strategies to reach their goals. The institution puts clients first, providing dedicated one-on-one relationships and personalized investment strategies. They offer the latest investment insights, tips, and strategies to help clients live their best financial lives.
Merrill Lynch Financial Advisor Loren F. Ward
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 Laura A Jimenez
Merrill Lynch Financial Advisor Laura A Jimenez is a finance institution located at 360 Hamilton Avenue, White Plains, New York, United States. The BME Group, where Laura A Jimenez is a Senior Wealth Management Client Associate, believes in the power of relationships and personalized service. With over 100 years of combined wealth advisory experience, the team at The BME Group specializes in retirement planning, estate planning, wealth transfer, and business transition services. They use cutting-edge technology and tailored investment strategies to assist affluent families, executives, and businesses in building, preserving, and transferring wealth while minimizing taxes. The team at The BME Group understands that no two clients are alike, which is why they prioritize getting to know each individual, their goals, risk tolerance, and priorities. They offer personalized financial strategies based on each client's unique needs and preferences. Through conversations and the Investment Personality Assessment, they aim to customize financial approaches to help clients pursue their most meaningful goals.
Merrill Lynch Financial Advisor Angelo Mamone, Jr.
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.
Merrill Lynch Financial Advisor Judith L Werbitt
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.
Prato Capital Management
Prato Capital Management is a finance institution located at 70 Gedney Way in White Plains, New York, United States. Specializing in financial management and investment services, Prato Capital Management offers tailored solutions to help clients achieve their financial goals. With a team of experienced professionals, the institution provides personalized guidance and expertise to navigate the complex world of finance. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, Prato Capital Management is committed to delivering top-notch financial services to meet your needs.
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