Individual retirement in White Plains, New York
173 results found
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Neil Klein - UBS Financial Services Inc.
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.
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.
George Paul Kanas, CFP, CRPC - UBS Financial Services Inc.
George Paul Kanas, CFP, CRPC - UBS Financial Services Inc. is a renowned finance institution located at 709 Westchester Avenue, White Plains, New York, United States. With a team of highly qualified professionals, they offer a wide range of financial services to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management, George Paul Kanas and his team are dedicated to providing personalized solutions tailored to your individual needs. Trust in their expertise and experience to secure your financial future.
Michael Dwyer - UBS Financial Services Inc.
Michael Dwyer - UBS Financial Services Inc. is a renowned finance institution located at 709 Westchester Avenue in White Plains, New York, United States. With a strong reputation for providing top-notch financial services, the institution offers a wide range of investment and wealth management solutions to its clients. Whether you are looking to grow your assets, plan for retirement, or secure your financial future, Michael Dwyer - UBS Financial Services Inc. has the expertise and resources to help you achieve your goals. Their team of experienced professionals is dedicated to providing personalized financial advice and guidance tailored to meet your individual needs. Trust in Michael Dwyer - UBS Financial Services Inc. to help you navigate the complexities of the financial world and make informed decisions for a secure financial future.
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.
Soundview Market - UBS Financial Services Inc.
Soundview Market - UBS Financial Services Inc. is a reputable finance institution located at 709 Westchester Avenue in White Plains, New York, United States. With a focus on providing top-notch financial services to its clients, Soundview Market offers a wide range of investment options and wealth management solutions. The team of experienced professionals at Soundview Market is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to invest, save for retirement, or plan for the future, Soundview Market - UBS Financial Services Inc. is committed to providing personalized and comprehensive financial advice tailored to your individual needs.
The Dauti & DiSiena Group - UBS Financial Services Inc.
The Dauti & DiSiena Group - UBS Financial Services Inc. is a reputable finance institution located at 709 Westchester Avenue in White Plains, New York, United States. With a focus on providing top-notch financial services, the institution offers a wide range of investment and wealth management solutions to help clients achieve their financial goals. The team at The Dauti & DiSiena Group is dedicated to delivering personalized and tailored financial advice to individuals and businesses, ensuring that each client receives the attention and expertise they deserve. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, The Dauti & DiSiena Group is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.
Jeffrey N Allen CPA
Jeffrey N Allen CPA is a reputable accounting and finance institution located at 399 Knollwood Road in White Plains, New York, United States. With a team of experienced Certified Public Accountants, they provide a wide range of financial services including tax preparation, auditing, consulting, and more. Their commitment to excellence and personalized approach sets them apart from other firms, making them a trusted partner for individuals and businesses alike. Whether you need assistance with tax planning or financial analysis, Jeffrey N Allen CPA is dedicated to helping you achieve your financial goals.
Fiech Piacente & Stano
Fiech Piacente & Stano is a reputable accounting and finance institution located at 199 Main Street in White Plains, New York, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you need assistance with tax preparation, financial planning, or investment strategies, our experts are here to help you achieve your financial goals. Trust Fiech Piacente & Stano for all your accounting and finance needs.
David J. Babel, Esq., P.C.
Welcome to David J. Babel, Esq., P.C., where expert legal counsel meets personalized financial guidance. Conveniently located at 575 White Plains Road, Eastchester, New York, our firm is dedicated to providing comprehensive legal and financial solutions tailored to meet your individual needs. With a focus on finance and law, David J. Babel, Esq., P.C. offers a wide range of services including estate planning, tax law, corporate finance, and real estate transactions. Our experienced team is committed to helping you navigate complex legal landscapes with ease and confidence. Whether you're planning for the future or managing current financial challenges, trust us to deliver the expertise and support you need. Contact us today to schedule a consultation and discover how we can assist you in achieving your goals.
Post Broadway Associates
Welcome to Post Broadway Associates, your trusted partner in finance and postal services, conveniently located at 55 Church Street, White Plains, New York. Serving the community with dedication and expertise, we offer a comprehensive range of financial solutions tailored to meet your unique needs. Whether you're seeking expert financial advice, planning for your future, or managing your current assets, our experienced team is here to assist you every step of the way. In addition to our financial services, we also operate as a full-service post office, providing you with reliable and efficient mailing and shipping solutions. From sending packages to managing your postal needs, our friendly staff is committed to ensuring your experience is seamless and satisfactory.
Ronald Colangelo - Financial Advisor, Ameriprise Financial Services, LLC
Welcome to Ronald Colangelo - Financial Advisor at Ameriprise Financial Services, LLC, located at 399 Knollwood Road, White Plains, New York 10603. Our mission is to help you achieve your financial goals, whether they include planning for retirement, funding education, or making a major purchase like a second home. With personalized investment, asset allocation, and portfolio recommendations, we tailor our services to fit your individual goals and risk tolerance. At our firm, we believe in a collaborative approach. We document your goals, regularly review and analyze your progress, and update your financial plan as life changes. You can conveniently track your investments and progress anytime, from any device, securely sharing information with us.
Attwp Federal Credit Union
Welcome to Attwp Federal Credit Union, your trusted financial partner located at 177 Hillside Avenue, White Plains, New York 10607. As a dedicated financial institution, we offer a comprehensive range of services tailored to meet your personal and business banking needs. Our convenient ATM services ensure you have easy access to your funds whenever you need them. At Attwp Federal Credit Union, we pride ourselves on providing exceptional customer service and personalized financial solutions. Whether you're looking to manage your savings, secure a loan, or simply access everyday banking services, our team is here to assist you with professionalism and care. Visit us today and experience the difference of banking with a community-focused credit union.
Beaufort Capital Partners
Welcome to Beaufort Capital Partners, your trusted financial partner located in the heart of White Plains, New York. Situated at 50 Main Street, our firm is dedicated to providing exceptional financial services tailored to meet the unique needs of our clients. As a leading finance company, we specialize in investment management, financial planning, and advisory services for both individuals and businesses. Our team of experienced professionals is committed to delivering personalized strategies and insights to help you achieve your financial goals. At Beaufort Capital Partners, we prioritize building long-lasting relationships with our clients through transparency, integrity, and excellence. Discover how we can assist you in navigating the complexities of the financial world with confidence and expertise. Visit us today to learn more about our comprehensive range of services and how we can support your financial journey.
Nikeeta Shah - Prudential Financial
Welcome to Nikeeta Shah - Prudential Financial, your trusted partner in navigating the complex world of finance and insurance. Conveniently located at 360 Hamilton Avenue in White Plains, New York, we are dedicated to providing personalized financial solutions tailored to meet your unique needs and goals. At Nikeeta Shah - Prudential Financial, we understand that financial planning and insurance decisions are crucial to securing your future. Our team of experienced professionals is committed to offering expert guidance and comprehensive services, including retirement planning, investment strategies, life insurance, and more. We pride ourselves on building long-lasting relationships with our clients, grounded in trust, integrity, and exceptional customer service.
Young Nam - Prudential Financial
Welcome to Young Nam - Prudential Financial, your trusted partner in financial and insurance solutions located in the heart of White Plains, New York. Situated at 360 Hamilton Avenue, our agency is committed to providing personalized financial services tailored to meet your unique needs. At Young Nam - Prudential Financial, we specialize in a comprehensive range of services including life insurance, retirement planning, investment strategies, and wealth management. Our team of experienced professionals is dedicated to helping you achieve financial security and peace of mind. We pride ourselves on offering expert advice, exceptional customer service, and a commitment to building long-term relationships with our clients.
Power Capital Advisors LLC
Welcome to Power Capital Advisors LLC, your trusted partner in financial excellence. Conveniently located at 1 North Lexington Avenue, White Plains, New York, we specialize in providing comprehensive financial advisory services tailored to meet the unique needs of our diverse clientele. Our team of seasoned financial experts is dedicated to helping individuals and businesses achieve their financial goals through strategic planning, investment management, and personalized advice. At Power Capital Advisors LLC, we understand the complexities of the financial landscape and are committed to delivering clear, actionable insights that empower our clients to make informed decisions. Whether you're looking to grow your wealth, plan for retirement, or manage your business finances, we offer a wide range of services designed to support your financial journey.
USALLIANCE Financial
Welcome to USALLIANCE Financial, your trusted partner in achieving financial success. Conveniently located at 41 East Post Road, White Plains, New York, our branch offers a comprehensive range of financial services tailored to meet your needs. As a full-service credit union, we pride ourselves on delivering digital banking solutions that prioritize convenience, personalization, and security. At USALLIANCE Financial, we understand that unforeseen circumstances can arise, and we're committed to supporting our members through challenging financial situations. We provide valuable resources to help you protect yourself from scams, recognize signs of fraud, and access additional financial tools. Explore our extensive resource library filled with informative articles and videos designed to help you reach your financial goals.
Anthony Pauline - Prudential Financial
Welcome to Anthony Pauline - Prudential Financial, your trusted partner in navigating the complex world of finance and insurance. Conveniently located at 360 Hamilton Avenue, White Plains, New York, our agency is committed to offering personalized financial solutions tailored to meet your unique needs. At Anthony Pauline - Prudential Financial, we understand that financial security and peace of mind are top priorities for our clients. Whether you're planning for retirement, seeking life insurance, or looking to invest wisely, our experienced team is here to guide you every step of the way. We pride ourselves on building lasting relationships with our clients, ensuring that their financial goals are not only met but exceeded.
PCSB Bank - Greenburgh Branch
Welcome to PCSB Bank - Greenburgh Branch, your trusted partner in financial services located at 441 Tarrytown Road, White Plains, New York. As a proud member of the community, we are dedicated to providing personalized banking solutions that cater to your unique financial needs. Our comprehensive range of services includes personal and business banking, loans, mortgages, and investment options, all designed to help you achieve your financial goals. At PCSB Bank - Greenburgh Branch, we prioritize customer satisfaction and strive to deliver exceptional service with a personal touch. Our team of experienced professionals is here to guide you every step of the way, offering expert advice and tailored solutions to ensure your financial success.
PSP Insurance Brokerage
Welcome to PSP Insurance Brokerage, your trusted partner in comprehensive insurance solutions since 2001. Conveniently located at 180 South Broadway, White Plains, New York, we are dedicated to providing award-winning customer service that puts your needs first. Whether you’re seeking coverage for personal or business purposes, our experienced team is here to offer no-obligation quotes tailored to your specific requirements. At PSP Insurance Brokerage, we pride ourselves on delivering superior customer service with a personal touch. Unlike many others, we believe in the power of human interaction—no automation, no bots. Our live representatives are ready to discuss your unique situation and provide you with quality, competitive rates that suit your budget and coverage needs.
Alliant Insurance Services, Inc.
Welcome to Alliant Insurance Services, Inc., your trusted partner in comprehensive insurance solutions. Conveniently located at 222 Bloomingdale Road, White Plains, New York, we specialize in offering tailored insurance services designed to meet the unique needs of individuals and businesses alike. Our dedicated team of experienced professionals is committed to providing exceptional customer service and expert guidance across a wide range of insurance products, including personal, commercial, and specialty insurance lines. At Alliant Insurance Services, we understand the complexities of the insurance market and strive to offer you peace of mind through customized coverage options. Whether you're looking to protect your home, business, or personal assets, we are here to help you navigate the insurance landscape with confidence. Discover how we can safeguard your future today. Visit us or get in touch to learn more about our services and how we can assist you in securing the best insurance solutions for your needs.
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