Insurance and investment services in Rye Brook, NY
11 results found
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Pell Wealth Partners - Ameriprise Financial Services, LLC
● OpenPell Wealth Partners - Ameriprise Financial Services, LLC, located at 800 Westchester Avenue in Rye Brook, New York, is a finance institution that has been recognized as one of Forbes Best-in-State Wealth Management Teams for 2024. The team at Pell Wealth Partners is dedicated to helping individuals and families answer important financial questions, such as ensuring they do not run out of money before they run out of life. With a diverse team of advisors specializing in areas such as insurance, divorce financial planning, and multigenerational planning, Pell Wealth Partners offers expertise in Socially Responsible Investing and quantitative investing strategies. The institution's core values focus on alleviating financial stress and empowering future prosperity through personalized financial planning that aligns with clients' goals and values. Clients can expect a comprehensive initial consultation to discuss their financial priorities and goals. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, providing clients with peace of mind and security in their financial planning journey.
800 Westchester Ave Ste 300, Rye Brook, NY 10573, United States -
Geri Pell - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenGeri Pell is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 800 Westchester Avenue, Rye Brook, New York, United States. Geri Pell holds various certifications including 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 demonstrate Geri Pell's expertise in various financial areas including wealth management, retirement planning, estate planning, investment management, and insurance products. Geri Pell is dedicated to providing high-quality financial advice and services to individuals, retirees, small business owners, and high net worth clients.
800 Westchester Ave Ste 300, Rye Brook, NY 10573, United States -
Daniel Ahearn - Financial Advisor, Ameriprise Financial Services, LLC
● OpenDaniel Ahearn is a dedicated financial advisor at Ameriprise Financial Services, LLC, located at 800 Westchester Avenue in Rye Brook, New York. With a focus on helping clients achieve their financial goals, Daniel provides personalized financial planning and investment advice to individuals and families. With a strong background in finance and a commitment to delivering exceptional service, Daniel Ahearn is a trusted partner in helping clients navigate the complexities of the financial world. Contact Daniel Ahearn at Ameriprise Financial Services, LLC for expert guidance on your financial journey.
800 Westchester Ave Ste 300, Rye Brook, NY 10573, United States -
Lombardi and Associates - Ameriprise Financial Services, LLC
● OpenLombardi and Associates - Ameriprise Financial Services, LLC is a reputable finance institution located at 800 Westchester Avenue in Rye Brook, New York, United States. They offer a wide range of financial services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Lombardi and Associates is dedicated to providing personalized financial planning and investment strategies tailored to each client's specific needs. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Lombardi and Associates can help you navigate the complex world of finance with confidence.
800 Westchester Ave ste s-508, Rye Brook, NY 10573, United States -
Santucci & Associates - Ameriprise Financial Services, LLC
● OpenSantucci & Associates - Ameriprise Financial Services, LLC is a reputable finance institution located at 800 Westchester Avenue in Rye Brook, New York, United States. With a team of experienced financial advisors, they offer comprehensive financial planning and investment services to help individuals and businesses achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Santucci & Associates can provide personalized solutions tailored to your specific needs. Trust in their expertise and dedication to help secure your financial future.
800 Westchester Ave Ste 508, Rye Brook, NY 10573, United States -
Newhouse Financial and Insurance Brokers
● OpenNewhouse Financial and Insurance Brokers is a trusted health and insurance agency located at 800 Westchester Avenue in Rye Brook, New York. We specialize in providing comprehensive financial and insurance solutions tailored to meet the individual needs of our clients. Our experienced team of brokers is dedicated to helping you navigate the complex world of insurance and financial planning, ensuring that you have the coverage and security you need. Whether you are looking for health insurance, life insurance, or retirement planning services, we are here to help you every step of the way. Contact us today to schedule a consultation and let us help you secure your financial future.
800 Westchester Ave, Rye Brook, NY 10573, United States -
Guardian Life Insurance Co-America
● OpenGuardian Life Insurance Co-America, located at 800 Westchester Avenue, Rye Brook, New York, United States, is a finance and insurance agency that offers insurance plans and policies to help individuals thrive today while preparing for tomorrow. The institution recently announced a record-breaking $1.398 billion dividend allocation for participating policyholders, showcasing their dedication to inspiring well-being. Guardian has a strong reputation for delivering on promises and has received recognition from organizations such as the Human Rights Campaign, DALBAR, and J.D. Power. Customers can trust in Guardian's commitment to exceptional customer service, as evidenced by their J.D. Power 2022 Certified Customer Service Program recognition. Dividends are not guaranteed but are declared annually by Guardian's board of directors, taking into account mortality experience, expense management, and investment results. If you have received a suspicious job offer from Guardian, please contact us for verification.
800 Westchester Ave n409, Rye Brook, NY 10573, United States -
Associated Benefit Consultants
● OpenAssociated Benefit Consultants is a leading finance institution located at 800 Westchester Avenue in Rye Brook, New York. With a team of experienced consultants, they specialize in providing comprehensive financial solutions to help individuals and businesses achieve their financial goals. From retirement planning to investment strategies, Associated Benefit Consultants offers personalized services tailored to meet the unique needs of each client. Trustworthy and reliable, they are dedicated to helping their clients secure a prosperous financial future.
800 Westchester Ave Suite #409 North, Rye Brook, NY 10573, United States -
Rick Bloom, CLU, CFP
● OpenRick Bloom, CLU, CFP is a renowned finance institution located at 800 Westchester Avenue in Rye Brook, New York, United States. Specializing in financial planning and insurance services, Rick Bloom, a Certified Life Underwriter and Certified Financial Planner, offers expert advice and guidance to help clients achieve their financial goals. With a commitment to excellence and a personalized approach, Rick Bloom, CLU, CFP is a trusted partner for individuals and businesses seeking financial stability and success.
800 Westchester Ave, Rye Brook, NY 10573, United States -
Port Chester Teachers Federal Credit Union
● OpenPort Chester Teachers Federal Credit Union is a trusted financial institution located at 118 South Ridge Street in Rye Brook, New York, United States. As a credit union, they provide a wide range of financial services including savings accounts, loans, and ATM access for their members. With a strong focus on serving the needs of educators and school employees in the Port Chester area, this institution is dedicated to helping their members achieve their financial goals. Visit Port Chester Teachers Federal Credit Union today for personalized and reliable financial solutions.
118 S Ridge St # 3, Rye Brook, NY 10573, United States -
First Security Benefit Life
● OpenFirst Security Benefit Life is an insurance agency located at 800 Westchester Avenue in Rye Brook, New York. With a strong commitment to providing financial security and peace of mind to individuals and families, they offer a wide range of insurance products and services. Their dedicated team of professionals is committed to helping clients navigate the complex world of insurance and find the best coverage options for their needs. Whether you are looking for life insurance, health insurance, or retirement planning services, First Security Benefit Life is here to help you protect what matters most.
800 Westchester Ave, Rye Brook, NY 10573, United States
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