TOP 30 Individual investors in White Plains, New York

19 results found

White Plains Financial Services is a leading finance institution located at 705 East 227th Street in New York, United States. Our experienced team of financial experts is dedicated to providing top-notch services to our clients, including investment management, financial planning, and wealth management. We strive to help individuals and businesses achieve their financial goals through personalized strategies and innovative solutions. Visit us today to learn more about how we can help you secure your financial future.

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.

The Portfolio Strategy Group is a leading finance institution located at 50 Main Street in White Plains, New York, United States. Our team of experts specializes in creating customized investment portfolios tailored to meet the unique financial goals and risk tolerances of our clients. With a focus on strategic asset allocation and risk management, we strive to maximize returns while minimizing volatility. Whether you are an individual investor looking to grow your wealth or a business seeking to optimize your financial resources, The Portfolio Strategy Group is here to help you achieve your financial objectives. Contact us today to schedule a consultation and learn more about how we can assist you in reaching your financial goals.

M2O Private Fund Advisors LLC is a finance institution located at 1 North Lexington Avenue in White Plains, New York, United States. Specializing in private fund advising, M2O offers expert financial guidance and investment strategies tailored to each client's unique needs and goals. With a team of experienced professionals, M2O Private Fund Advisors LLC is dedicated to helping individuals and businesses achieve financial success and security.

Tax Strategies & Solutions is a leading accounting and finance institution located at 600 North Broadway in White Plains, New York, United States. Our team of expert professionals is dedicated to providing top-notch tax planning and financial solutions to individuals and businesses. With years of experience in the industry, we offer a wide range of services including tax preparation, tax consulting, financial planning, and more. Trust us to help you navigate the complex world of taxes and finances with ease and efficiency. Contact us today to learn more about how we can help you achieve your financial goals.

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.

Leah Palladino - Associate Financial Advisor at Ameriprise Financial Services, LLC is located at 520 White Plains Road, Tarrytown, New York, United States. Specializing in finance, Leah offers personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Regular meetings are scheduled to review progress and adjust strategies as life changes. Clients can conveniently access their investments and track progress towards goals securely from any device. To learn more about how Leah can help, schedule a complimentary initial consultation. With proper registration, Leah can conduct securities business with residents of specific states. Ameriprise Financial Services, LLC cannot guarantee future financial results. Clients are encouraged to refer friends and family members for financial advice, as Leah appreciates the opportunity to help others achieve their financial goals. Users of the website are bound by the terms of Ameriprise Financial Website Rules and Regulations. Member of FINRA and SIPC, Ameriprise Financial prioritizes privacy and security for clients.

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.

Quinn Andrew is a reputable law firm located at 399 Knollwood Road in White Plains, New York. The dedicated team at Quinn Andrew is committed to providing top-tier legal services to a diverse range of clients, including publicly-traded corporations, family businesses, individuals, police officers, and national labor unions. With a focus on creating opportunities, identifying solutions, and forging connections, the team at Quinn Andrew empowers clients to choose a winning plan of action. With their extensive experience and expertise, clients can trust Quinn Andrew to guide them to their best possible outcome.

Rienas & 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.

Merrill Lynch Financial Advisor Camille Forde is a finance institution located at 360 Hamilton Avenue, White Plains, New York, United States. Camille Forde focuses on managing your wealth by creating personalized strategies that adapt to changing market conditions. By providing access to investment insights from Merrill and banking solutions from Bank of America, Camille Forde helps clients pursue their financial goals through personalized wealth management strategies. As a Merrill Lynch Wealth Management Advisor, Camille Forde believes in building strong relationships with clients by understanding their goals, priorities, and life changes. Through the Merrill Personal Wealth Analysis™, a personalized plan is created centered on the client's aspirations and focused on achieving what matters most to them.

Fulcrum Securities is a reputable finance institution located at 333 Westchester Avenue in White Plains, New York, United States. With a strong track record of success, Fulcrum Securities offers a wide range of financial services to individuals and businesses. Their team of experienced professionals provides expert advice and personalized solutions to help clients achieve their financial goals. Whether you are looking to invest, manage your assets, or plan for the future, Fulcrum Securities is dedicated to providing top-notch service and support.

Neil Klein - UBS Financial Services Inc. is a leading finance institution located at 709 Westchester Avenue in White Plains, New York, United States. With a strong reputation for providing top-notch financial services, Neil Klein - UBS Financial Services Inc. offers a wide range of investment and wealth management solutions to clients. Their team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through personalized strategies and expert advice. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial markets, Neil Klein - UBS Financial Services Inc. is committed to providing you with the guidance and support you need.

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.

The Hudson Valley Regional Immigration Assistance Center, located at 150 Grand Street in White Plains, New York, is a dedicated institution providing comprehensive support and resources for individuals navigating the complexities of immigration processes. Our team of experienced professionals offers guidance on visa applications, citizenship procedures, asylum cases, and more. We strive to empower immigrants in the Hudson Valley region with the knowledge and tools they need to achieve their immigration goals. Visit us today to learn how we can assist you on your journey towards a brighter future.

Luxury Mortgage Corp. is a finance institution located at 399 Knollwood Road, White Plains, New York, United States. We specialize in helping you find the right solution for your mortgage needs. Our Mortgage Loan Originators are dedicated to assisting you in weighing your options so you can make an informed decision. We offer a variety of low and no money down home loan options for first time buyers, including FHA, VA, USDA, HomeReady, and Home Possible. Our Bank Statement, 1099 Only, and Asset Qualifier loan programs are designed specifically to meet the needs of the self-employed. We also provide traditional conventional loans and Full Documentation programs for those who may not fit perfectly within agency underwriting guidelines.

Welcome 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.

Welcome 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.

Welcome to Real Property Management DePenn, your trusted partner in residential property management located at 7 Skyline Drive, Hawthorne, New York. Serving Westchester and Rockland counties, we specialize in providing comprehensive and affordable property management solutions tailored to meet the needs of property owners and residents alike. With over 30 years of brand experience, Real Property Management DePenn is dedicated to maximizing your income and minimizing your costs, ensuring that your investment is protected and optimized. Our professional services include tenant screening, leasing, maintenance, and evictions, all designed to set you up for success whether you own a single rental property or a diverse portfolio.