Individual retirement in White Plains, New York
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Laura I. Rotter, CFA, CFP™, MBA, Financial Advisor - White Plains, NY
Laura I. Rotter, CFA, CFP™, MBA, Financial Advisor is a reputable finance institution located in White Plains, NY. With a strong background in finance, including the prestigious designations of Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP), as well as a Master of Business Administration (MBA), Laura I. Rotter provides expert financial advice and guidance to clients. The institution is dedicated to helping individuals and businesses in the Harrison, New York area achieve their financial goals and secure their financial futures. Located at 500 Mamaroneck Avenue, this institution is a trusted partner in wealth management, investment planning, and financial planning services.
White Plains Financial Services
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.
Integrity Business Solutions, Inc. (Income Tax and Real Estate Services)
Integrity Business Solutions, Inc. is a reputable institution offering a range of services including income tax preparation and real estate services. Located at 3805 White Plains Road in New York, United States, this institution is known for its professionalism, integrity, and expertise in the fields of accounting, finance, and real estate. Whether you are looking for assistance with your taxes or need help buying or selling a property, Integrity Business Solutions, Inc. is dedicated to providing top-notch service to meet your needs.
Luxury Mortgage Corp.
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.
Ridgewood Savings Bank
Welcome to Ridgewood Savings Bank, conveniently located at 3951 White Plains Road in the vibrant Bronx neighborhood of New York. As a trusted financial institution, we are committed to providing exceptional banking services tailored to meet the needs of our community. Whether you're looking to open a new account, apply for a loan, or simply use our ATM services, our friendly and knowledgeable staff are here to assist you every step of the way. At Ridgewood Savings Bank, we pride ourselves on offering a wide range of financial products and services designed to help you achieve your financial goals. From personal and business banking solutions to savings accounts and investment opportunities, we prioritize your financial well-being and success. Our state-of-the-art technology ensures secure and efficient banking, making it easier than ever to manage your finances.
Queensboro Oral Surgery
Welcome to Queensboro Oral Surgery, where your oral health and comfort are our top priorities. Conveniently located at 70-15 164th Street, Queens, New York, our practice is dedicated to providing exceptional oral and maxillofacial care with a personal touch. Led by Dr. Howard Ochs, Dr. Maria Dourmas, and supported by a team of experienced professionals, Queensboro Oral Surgery offers a comprehensive range of services, including dental implants, bone grafting, and complex oral surgeries. Dr. Ochs, a graduate of the University of Pennsylvania, brings over 44 years of expertise and a passion for implant dentistry. Dr. Dourmas, with dual degrees in Dental Surgery and Medicine from Columbia University, combines her extensive knowledge with a compassionate approach to patient care.
Hara Yoshida Accounting
Hara Yoshida Accounting, located at 50 Main Street in White Plains, New York, offers retirement and financial solutions specifically tailored for Japanese Americans. Specializing in cross-border tax solutions for Japanese nationals, the institution provides services for expatriates, dual-citizens, or Japanese nationals living and working in the United States. Yoshida Wealth Management takes a personalized approach to uncovering clients' unique values and priorities in order to develop a harmonious framework between financial plans and life goals. As independent fiduciaries, they aim to be true financial partners, listening to clients, clarifying goals, and developing long-term financial plans and investment strategies for sustained success.
CHECKLEY & ASSOCIATES
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.
H&R Block
H&R Block is a renowned accounting and finance institution located at 3650 White Plains Road in New York, United States. With a team of experienced professionals, H&R Block offers a wide range of services such as tax preparation, financial planning, and investment advice. Whether you are an individual or a business owner, H&R Block is dedicated to helping you manage your finances effectively and achieve your financial goals. Visit us today to experience top-notch financial services and expert advice.
Wealth Enhancement Group
Wealth Enhancement Group is a leading financial institution located at 120 White Plains Road in Tarrytown, New York, United States. Specializing in wealth management and financial planning, our team of expert advisors is dedicated to helping individuals and families achieve their financial goals. With a focus on personalized service and tailored solutions, we strive to enhance our clients' wealth and secure their financial future. Contact us today to learn more about how Wealth Enhancement Group can help you reach your financial objectives.
Fox Financial Services Inc
Fox 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.
1879 Advisors
1879 Advisors is a leading finance institution located at 445 Hamilton Avenue in White Plains, New York. With a strong track record of success since its establishment, 1879 Advisors offers a wide range of financial services to individuals and businesses alike. Their team of experienced advisors provides expert guidance and personalized solutions to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, 1879 Advisors is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
Martone Capital Management
Martone Capital Management is a leading finance institution located at 50 Main Street in White Plains, New York. Our team of experienced professionals specializes in providing personalized investment management services to help our clients achieve their financial goals. With a strong track record of success, we offer a range of investment strategies tailored to meet the unique needs of each individual client. Trust Martone Capital Management to provide expert guidance and support as you navigate the complexities of the financial markets.
Trivium Point Advisory
Trivium 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.
The Portfolio Strategy Group
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.
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.
Shiva Bhashyam - Private Wealth Advisor, Ameriprise Financial Services, LLC
Shiva Bhashyam - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 399 Knollwood Road, White Plains, New York, United States. They offer a range of services and certifications to cater to the diverse financial needs of their clients. Some of the certifications they offer include AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications ensure that the advisors at Shiva Bhashyam are well-equipped to provide expert financial advice and planning tailored to the individual needs of their clients.
Javier Lugo - Prudential Financial
Javier 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.
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.
Mark S. Gross CPA, PC
Mark S. Gross CPA, PC is a reputable accounting and finance institution located at 360 North Street in White Plains, New York, United States. With years of experience and expertise in the field, our team of professionals is dedicated to providing top-notch financial services to individuals and businesses alike. From tax preparation and planning to financial consulting and auditing, we strive to deliver personalized solutions tailored to meet our clients' specific needs. Trust Mark S. Gross CPA, PC for all your accounting and finance needs.
Redlig Financial Services Inc.
Redlig 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.
Morgan Legal Group P.C. | Westchester
At 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.
JDM Benefits
JDM 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.
Lucia Banko, New York Life Agent
Lucia 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.
NorthEast Community Bank
NorthEast Community Bank is a trusted financial institution located at 325 Hamilton Avenue in White Plains, New York. As a community bank, we pride ourselves on providing personalized and attentive service to our customers. Whether you're looking for personal banking services, business loans, or mortgage options, our experienced team is here to help. Visit us today to discover the difference that a local bank can make in your financial life.
Franklin Allakpo New York Life
Franklin 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.
Joseph L Soricelli Insurance and Financial Services
Joseph L Soricelli Insurance and Financial Services is a trusted institution located at 4419 White Plains Road in New York, United States. As a finance institution, they offer a wide range of insurance and financial services to help individuals and businesses secure their future. With a team of experienced professionals, they provide personalized solutions to meet the unique needs of each client. Whether you are looking for insurance coverage or financial planning assistance, Joseph L Soricelli Insurance and Financial Services is dedicated to helping you achieve your goals and protect what matters most to you.
Creative Tax Solutions Network
Creative Tax Solutions Network is a leading institution located at 4653 White Plains Road in New York, United States. Specializing in tax services, our team of experts is dedicated to providing innovative and personalized solutions to help individuals and businesses navigate the complexities of the tax system. With years of experience and a commitment to excellence, we strive to help our clients achieve their financial goals and maximize their tax savings. Trust Creative Tax Solutions Network to provide you with the expertise and support you need to succeed in today's ever-changing tax environment.
Primerica Financial Services
Primerica Financial Services is a reputable insurance agency located at 188 East Post Road in White Plains, New York, United States. With a commitment to helping individuals and families achieve financial security, Primerica offers a range of insurance products and services to meet the diverse needs of its clients. Whether you are looking for life insurance, retirement planning, or investment solutions, Primerica's team of experienced professionals is dedicated to providing personalized guidance and support to help you reach your financial goals. Visit Primerica Financial Services today and take the first step towards a more secure future.
Bernard A. Krooks
Bernard A. Krooks is a prestigious law firm located at 399 Knollwood Road in White Plains, New York. Specializing in various areas of law such as estate planning, elder law, and special needs planning, the team at Bernard A. Krooks is dedicated to providing top-notch legal services to their clients. With years of experience and a commitment to excellence, they strive to help individuals and families navigate complex legal matters with confidence and peace of mind. Contact Bernard A. Krooks today for expert legal assistance in the United States.
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