TOP 30 Best How to plan for retirement in White Plains, New York
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Corporate Plans Retirement Strategies, LLC
● ClosedCorporate 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.
333 Westchester Ave South, Building Suite 3302, White Plains, NY 10604, United StatesAdvertisements -
Enea, Scanlan & Sirignano, LLP
● ClosedEnea, Scanlan & Sirignano, LLP is a prestigious law firm located at 245 Main Street in White Plains, New York. Specializing in a wide range of legal services, their team of experienced lawyers provide expert counsel and representation to clients in need of legal assistance. With a reputation for professionalism and dedication to their clients, Enea, Scanlan & Sirignano, LLP is committed to achieving successful outcomes for their clients. Whether you are in need of estate planning, elder law, or litigation services, you can trust in the expertise of the lawyers at this esteemed institution.
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Fox Financial Services Inc
● ClosedFox Financial Services Inc is a leading finance institution located at 5 Waller Avenue in White Plains, New York, United States. We specialize in providing a wide range of financial services to individuals and businesses, including investment management, retirement planning, and wealth preservation strategies. Our team of experienced financial advisors is 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 navigate the complexities of the financial world.
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Trivium Point Advisory
● ClosedTrivium 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.
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Wealth Habits
● ClosedWealth 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.
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Javier Lugo - Prudential Financial
● ClosedJavier Lugo - Prudential Financial is a reputable finance and insurance agency located at 360 Hamilton Avenue in White Plains, New York, United States. With a team of experienced professionals, they offer a wide range of financial services and insurance products to help individuals and businesses achieve their financial goals. Whether you are looking for retirement planning, investment advice, or insurance coverage, Javier Lugo - Prudential Financial is dedicated to providing personalized solutions to meet your needs. Visit their office today to learn more about how they can help you secure your financial future.
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Joshua Daniel Brown - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedJoshua Daniel Brown is a trusted financial advisor at Ameriprise Financial Services, LLC, located at 399 Knollwood Road in White Plains, New York. With a focus on providing personalized financial planning and investment strategies, Joshua helps clients navigate their financial goals and achieve long-term success. Whether you are saving for retirement, planning for your children's education, or looking to grow your wealth, Joshua can provide expert guidance and tailored solutions to meet your unique needs. Contact Joshua Daniel Brown today to start planning for a secure financial future.
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Redlig Financial Services Inc.
● ClosedRedlig Financial Services Inc. is a reputable accounting and finance institution located at 40 Prescott Avenue in White Plains, New York, United States. With a team of experienced professionals, we provide a wide range of financial services to individuals and businesses, including tax preparation, bookkeeping, financial planning, and investment management. Our goal is to help our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how we can assist you with your financial needs.
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Morgan Legal Group P.C. | Westchester
● OpenAt 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.
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JDM Benefits
● OpenJDM 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.
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Lucia Banko, New York Life Agent
● ClosedLucia 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.
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Franklin Allakpo New York Life
● OpenFranklin 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.
120 White Plains Rd #601, Tarrytown, NY 10591, United States -
Midland Trust Company
● ClosedWelcome to Midland Trust Company, your trusted partner in banking and financial services, conveniently located at 120 White Plains Road, Tarrytown, New York. At Midland Trust Company, we pride ourselves on delivering personalized financial solutions tailored to meet the unique needs of each client. Our experienced team is dedicated to providing exceptional service, whether you're looking to manage your personal finances, grow your investments, or secure a loan. With a commitment to integrity and transparency, we offer a comprehensive range of services designed to help you achieve your financial goals. Visit us today and discover how Midland Trust Company can support your financial journey with expertise and care.
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The Walden Group, Inc.
● OpenThe Walden Group, Inc. is a premier financial services firm located in the heart of Tarrytown, New York. Situated at 560 White Plains Road, our team is dedicated to providing expert financial solutions tailored to meet the unique needs of each client. With years of industry experience, The Walden Group, Inc. specializes in offering comprehensive financial advisory services, investment management, and strategic planning. We pride ourselves on our personalized approach, ensuring that each client receives the highest level of service and expertise. Whether you're planning for retirement, managing wealth, or seeking investment opportunities, our knowledgeable and professional team is here to guide you every step of the way. Visit us and discover how The Walden Group, Inc. can help you achieve your financial goals with confidence and security.
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Prudential Financial
● OpenWelcome to Prudential Financial, your trusted partner in financial and insurance services located at 360 Hamilton Avenue, White Plains, New York. Our experienced team is dedicated to helping you achieve your financial goals and protect what matters most to you. As a leading finance and insurance agency, we offer a comprehensive range of services including investment management, retirement planning, life insurance, and more. At Prudential Financial, we understand that each client has unique needs, and we are committed to providing personalized solutions tailored to your individual circumstances. Visit us today to discover how we can support your financial journey and ensure a secure future for you and your loved ones.
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Union Baptist Greenburgh Federal Credit Union
● OpenWelcome to Union Baptist Greenburgh Federal Credit Union, your trusted financial partner located in the heart of White Plains, New York. Situated at 31 Manhattan Avenue, our credit union is dedicated to serving the financial needs of our community with integrity and personalized service. At Union Baptist Greenburgh Federal Credit Union, we offer a wide range of financial products and services designed to help you achieve your financial goals. Whether you're looking for savings accounts, loans, or financial advice, our team of experienced professionals is here to provide you with the guidance and support you need.
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Chase Bank
● ClosedWelcome to Chase Bank, located at 107 Lake Street, White Plains, New York 10604. As a trusted provider of banking and financial services, Chase Bank offers a comprehensive range of solutions tailored to meet your financial needs. Whether you're looking for personal banking, business banking, or wealth management services, our team of experienced professionals is here to guide you every step of the way. At Chase, we understand the importance of effective cash flow management and credit solutions for businesses. Our Business Banking services provide expert guidance and tools to help you enhance your financial operations, including payroll management, business credit cards, and payment acceptance solutions. Additionally, our online and mobile services make banking convenient and accessible, ensuring you can manage your finances anytime, anywhere.
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PCSB Bank - Eastchester Branch
● ClosedWelcome to PCSB Bank - Eastchester Branch, your trusted partner for all your banking and financial needs. Conveniently located at 478 White Plains Road, Eastchester, New York, our branch offers a comprehensive range of services to meet both your personal and business banking requirements. Whether you're ready to open a new savings or checking account, or you're considering applying for a home loan, our dedicated team is here to provide expert guidance and support every step of the way. At PCSB Bank, we pride ourselves on delivering exceptional customer service and personalized solutions tailored to your financial goals. Visit us today and discover how we can help you achieve a brighter financial future.
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New York Life Insurance
● ClosedNew York Life Insurance is a reputable insurance agency located at 44 South Broadway in White Plains, New York. With a strong presence in the United States, New York Life Insurance is known for providing a wide range of insurance products and services to meet the diverse needs of its customers. Whether you are looking for life insurance, retirement planning, or investment options, New York Life Insurance has the expertise and resources to help you secure your financial future. Trust in New York Life Insurance to provide you with reliable and comprehensive coverage for all your insurance needs.
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Citizens
● ClosedWelcome to Citizens, your trusted partner in banking and financial services, conveniently located at 1 City Place, White Plains, New York. At Citizens, we are committed to providing our community with exceptional banking solutions and personalized financial guidance. Whether you need to access our state-of-the-art ATMs for quick and easy transactions, open a new account, or seek expert advice for your financial planning, our dedicated team is here to assist you every step of the way. We pride ourselves on delivering a seamless banking experience tailored to meet your unique needs. Visit us today and discover how Citizens can help you achieve your financial goals with confidence and ease.
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Bank of America Financial Center
● ClosedWelcome 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.
206 Main Street, White Plains, New York 10601, United States -
Craig Forbes - Prudential Financial
● OpenWelcome to Craig Forbes - Prudential Financial, your trusted partner in financial planning and insurance solutions, conveniently located at 360 Hamilton Avenue, White Plains, New York. As a dedicated finance and insurance agency, we are committed to helping you navigate the complexities of financial management with confidence and ease. Our expert team, led by Craig Forbes, offers personalized services tailored to meet your unique needs, whether you're planning for retirement, securing your family's future, or exploring investment opportunities. At Craig Forbes - Prudential Financial, we prioritize your financial well-being and strive to provide insightful guidance and comprehensive solutions that empower you to achieve your goals. Visit us today and discover how we can support your journey towards financial stability and success.
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CitiBank
● ClosedWelcome to CitiBank, your trusted financial partner located at 134 East Post Road, White Plains, New York. As a leading bank in the heart of the White Plains community, we are dedicated to providing exceptional financial services tailored to meet your needs. Whether you're looking to open a new account, apply for a loan, or seek investment advice, our team of experienced professionals is here to help you achieve your financial goals. At CitiBank, we pride ourselves on delivering personalized service and innovative solutions to ensure your banking experience is seamless and rewarding. Visit us today to discover how we can support your financial journey.
134 East Post Road, White Plains, New York 10601, United States -
Rienas & Brown Wealth Management
● ClosedRienas & Brown Wealth Management is a finance institution located at 399 Knollwood Road, White Plains, New York, United States. With a focus on individual goals and personal risk tolerance, we provide investment, asset allocation, and portfolio recommendations to help you achieve your financial objectives. Our team documents your goals, regularly reviews your progress, and updates your approach as life changes. You can access your investments and accounts from any device, track your progress, and securely share information with us. Schedule a complimentary initial consultation to learn more about how we can assist you in reaching your financial goals. Our Ameriprise financial advisors are registered to do business in certain U.S. states and adhere to strict regulations to protect your privacy and security. Contact us today to discuss what matters most to you and start planning for a secure financial future.
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Prospera Financial Services, Inc. ProsperaNY
● ClosedWelcome to Prospera Financial Services, Inc. – ProsperaNY, your trusted partner in financial success. Conveniently located at 200 Mamaroneck Avenue in the heart of White Plains, New York, we are committed to providing personalized and comprehensive financial solutions tailored to meet your unique needs. At ProsperaNY, we understand that navigating the financial landscape can be complex and challenging. Our experienced team of financial professionals is dedicated to helping you achieve your financial goals with confidence and clarity. Whether you're planning for retirement, managing investments, or seeking advice on wealth management, we offer a wide range of services designed to empower you on your financial journey.
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Jennings Financial Advisory Corp
● ClosedJennings Financial Advisory Corp is a reputable institution located at 214 Mamaroneck Avenue in White Plains, New York, United States. Specializing in finance, insurance, and real estate services, they offer expert advice and guidance to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Jennings Financial Advisory Corp is dedicated to providing personalized solutions tailored to each client's unique needs. Whether you are looking to invest, protect your assets, or buy/sell property, they are committed to helping you make sound financial decisions. Visit their office today to learn more about their comprehensive services.
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Alpha Financial Tax
● ClosedAlpha 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.
1426 White Plains Rd, Bronx, NY 10462, United States -
The Westchester Bank
● OpenWelcome to The Westchester Bank, your trusted financial partner located at 12 Water Street, White Plains, New York. As a leading provider of banking and financial services in the region, we are committed to delivering personalized and comprehensive solutions to meet all your financial needs. At The Westchester Bank, we offer a wide range of services including personal and business banking, loans, mortgages, and investment opportunities. Our state-of-the-art ATMs and online banking platform provide you with convenient access to your accounts anytime, anywhere.
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Merrill Lynch Financial Advisor James R Clark
● ClosedMerrill Lynch Financial Advisor James R Clark, located at 360 Hamilton Avenue in White Plains, New York, is a prestigious finance institution dedicated to providing exemplary client service. James Clark, a qualified Portfolio Manager, was named to the 2023 Forbes “Top Next Generation Wealth Advisors Best in State” list for his passion in delivering excellent service. With a focus on personalized financial planning, James follows a disciplined process that begins with understanding each client's unique goals and priorities. The institution offers the Merrill Personal Wealth Analysis™ to help clients build a personalized plan centered on their objectives. By collaborating with a team of specialists, they create customized strategies to reflect clients' aspirations for themselves and future generations. The Investment Personality Assessment helps tailor financial approaches to align with clients' investing preferences. With a commitment to putting clients first, Merrill Lynch Wealth Management Advisors provide comprehensive financial solutions to help clients achieve their goals. James Clark is registered to do business in multiple states and holds the Chartered Retirement Planning Counselor designation.
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Paul Williams Financial
● OpenPaul Williams Financial is a renowned finance institution located at 1 City Place in the bustling city of White Plains, New York. With a team of experienced professionals, we offer a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or wealth management, our experts are dedicated to providing personalized solutions tailored to your specific needs. Trust Paul Williams Financial to guide you towards a secure financial future.
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