TOP 30 Individual financial planning in White Plains, New York

316 results found

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.

Campos Insurance is a reputable insurance agency located at 12 East Post Road in White Plains, New York, United States. With a focus on providing personalized and comprehensive insurance solutions, Campos Insurance is dedicated to serving the insurance needs of individuals and businesses in the local community. Their team of experienced agents is committed to helping clients find the right coverage at the best possible rates, ensuring peace of mind and financial security. Whether you are looking for auto, home, life, or business insurance, Campos Insurance is here to help you protect what matters most.

Paolillo Insurance Agency is a trusted insurance provider located at 211 Central Avenue in White Plains, New York. Our agency offers a wide range of insurance products to meet the needs of individuals and businesses in the community. With a team of knowledgeable agents and a commitment to excellent customer service, we strive to provide our clients with the best coverage options at competitive rates. Whether you are looking for auto, home, life, or business insurance, Paolillo Insurance Agency is here to help you protect what matters most. Contact us today to learn more about our services and how we can assist you with your insurance needs.

Legal Services of the Hudson Valley, located at 30 South Broadway in Yonkers, New York, is a vital institution providing free, high-quality civil legal services to individuals and families in need across seven counties in the Hudson Valley region. Their experienced team of attorneys, paralegals, and support staff take a holistic approach to ensure clients receive the advice, counsel, and representation they require during times of crisis. Whether facing legal issues due to job loss, illness diagnosis, or unfair denial of benefits, many individuals who cannot afford an attorney may feel lost in the legal system. Legal Services of the Hudson Valley offers a beacon of hope, guiding clients through unfamiliar procedures and paperwork to increase their chances of success. Their commitment to race equity is evident in their work, advocating for equal justice for all regardless of race, religion, sexual orientation, or gender.

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 is a finance institution located at 4375 White Plains Road in New York, United States. While their tax advance loans are no longer available this year, their team of Tax Pros is ready to help you maximize your refund. Whether you prefer in-person tax preparation, drop-off services, or assistance with IRS letters, Jackson Hewitt has you covered. Their Tax Pros are fluent in both English and Spanish, making it convenient for Spanish-speaking clients to get the assistance they need. Book an appointment online or simply walk in to their office to get started. Trust Jackson Hewitt Tax Service to help you make every dollar count when it comes to your taxes.

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 Farmers Insurance - Ali Afzal agency is located at 820 White Plains Road in Scarsdale, New York. As a proud resident of New York for 15 years, Ali Afzal is dedicated to serving the local community by providing comprehensive insurance options. Whether you need auto, home, life, or business insurance, the agency is committed to educating clients and helping them make informed decisions. With a personalized and detail-oriented approach, the agency aims to find cost-effective solutions tailored to each individual's needs. From car insurance to renters insurance, the Ali Afzal Agency offers a wide range of coverage options to protect your assets and provide financial security. Additionally, the agency can help with recreational insurance for motorcycles, boats, ATVs, and more. As a Farmers Insurance and Financial Services agent, Ali Afzal can assist you in building a solid financial plan for a secure future. Contact the agency today to learn more about their services and get started on protecting what matters most to you.

Aflac is a renowned insurance agency located at 580 White Plains Road in Tarrytown, New York, United States. Specializing in supplemental insurance policies, Aflac offers a wide range of coverage options to protect individuals and families from unexpected financial burdens. With a commitment to providing top-notch customer service and customizable insurance solutions, Aflac is a trusted name in the insurance industry. Contact them today to learn more about their offerings and how they can help you secure your financial future.

Four Banks Insurance Agency is a reputable health insurance agency located at 4611 White Plains Road, New York, United States. Our experienced team is dedicated to helping individuals and families find the best insurance coverage to meet their healthcare needs. With a commitment to providing personalized service and competitive rates, Four Banks Insurance Agency is a trusted partner in navigating the complex world of health insurance. Contact us today to learn more about our services and how we can help you protect your health and financial well-being.

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.

The MT Agency is a reputable insurance agency located at 440 White Plains Road in Eastchester, New York, United States. With a team of experienced professionals, they provide a wide range of insurance services to meet the needs of individuals and businesses alike. Whether you are looking for auto, home, life, or business insurance, The MT Agency is dedicated to helping you find the right coverage at the best rates. Their commitment to customer satisfaction and personalized service sets them apart from other insurance agencies in the area. Contact The MT Agency today to discuss your insurance needs and receive a free quote.

Your Protection Insurance is a reputable insurance agency located at 475 White Plains Road in Eastchester, New York. We specialize in providing a wide range of insurance products to protect you and your assets. From home and auto insurance to life and health insurance, we are dedicated to helping you find the best coverage options to meet your individual needs. Our experienced agents are committed to providing personalized service and finding cost-effective solutions to ensure your peace of mind. Contact us today to learn more about how we can help protect what matters most to you.

George H George Insurance is a reputable insurance agency located at 475 White Plains Road in Eastchester, New York. With a commitment to providing personalized insurance solutions tailored to meet the unique needs of each client, George H George Insurance is known for their excellent customer service and comprehensive coverage options. Whether you are looking for auto, home, life, or business insurance, their team of experienced agents is dedicated to helping you find the right policy at the right price. Trust George H George Insurance to protect what matters most to you.

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.

Northwestern Mutual Life Insurance, located at 50 Main Street, White Plains, New York, offers a range of life insurance policies tailored to your individual needs and goals. Whether you need a simple safety net for the unexpected or a comprehensive financial plan for the future, our advisors will work with you to determine the right coverage for you and your family. With options such as whole life, universal life, variable universal life, and term life insurance, Northwestern Mutual provides flexibility and peace of mind. Our policies not only offer protection for your loved ones in the event of your passing, but also the opportunity to build cash value that can be used for various expenses throughout your life.

National Life Group is a reputable insurance agency located at 15 Fisher Lane in White Plains, New York, United States. With a focus on providing financial security and peace of mind to individuals and families, National Life Group offers a wide range of insurance products and services. Their dedicated team of professionals is committed to helping clients navigate the complexities of insurance and plan for the future. Whether you are looking for life insurance, retirement planning, or investment options, National Life Group is here to help you achieve your financial goals. Trust in National Life Group for reliable and personalized insurance solutions.

Maureen Goulbourne, Agent - New York Life is a finance and insurance agency located at 777 Westchester Avenue, White Plains, New York, United States. They offer permanent policies with guaranteed death benefits and cash value that grows over time, as well as long-term coverage that is customizable to fit your needs and budget. Their services include investments with potential market gains, income protection in case of sickness or injury, and assistance in creating an estate plan to protect your legacy. The institution also provides insurance options for small businesses, employees, executives, and business owners. Maureen Goulbourne, the Financial Professional & Insurance Agent, is dedicated to helping clients understand their options and achieve their financial goals. With a focus on personalized approaches and long-term relationships, the institution aims to provide peace of mind and financial security for individuals and families.

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.

Grossbach, Grossbach, Tramaglini & Hayes, P.C. is a reputable full-service general practice law firm located at 660 White Plains Road in Tarrytown, New York. Our team of experienced professionals is dedicated to providing high-quality legal services to our clients, including individuals, families, and business owners. We specialize in a variety of legal areas that our clients are likely to encounter, and we take pride in offering personalized service to meet their unique needs. Our approach considers not only legal aspects but also personal, tax, business, and financial considerations. Please note that the information on this website is for informational purposes only and should not be construed as formal legal advice. For personalized guidance, we recommend scheduling a consultation with one of our attorneys.

Ronald J Pompei & Associates is a finance institution located at 150 White Plains Road, Tarrytown, New York, United States. With alarming statistics showing that many Americans are unprepared for retirement, Ronald J Pompei & Associates aims to provide financial guidance and support to help individuals plan for a secure future. As a member of FINRA and SIPC, the institution offers securities through Crown Capital Securities, L.P. It is important to note that the information provided on their website may not be regulated by certain financial authorities, and should not be considered as a recommendation or offer to purchase any product. Clients can access their Pershing account through the institution, and are encouraged to check the background of their investment professional for added assurance. Ronald J Pompei & Associates, along with Crown Capital Securities, L.P., prioritize accuracy and completeness in the information they provide, but accept no liability for any direct or consequential loss arising from the use of this information.

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.

Midland Trust Company: Drew Bender is a reputable finance institution located at 120 White Plains Road in Tarrytown, New York, United States. With a strong focus on trust and reliability, this company offers a wide range of financial services to individuals and businesses. Led by Drew Bender, a seasoned professional in the finance industry, the institution prides itself on providing personalized and expert financial guidance to help clients achieve their financial goals. Whether you are looking for investment advice, wealth management services, or retirement planning, Midland Trust Company: Drew Bender is committed to helping you secure a stable 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.

Checkley & Associates is a reputable accounting and finance institution located at 4015a White Plains Road in New York, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, bookkeeping, and financial planning. Their commitment to excellence and personalized service sets them apart from other firms in the industry. Whether you are an individual or a business owner, Checkley & Associates is dedicated to helping you achieve your financial goals and secure a stable financial future.