The 30 Best Insurance marketing strategies in White Plains, New York
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Hudson Valley Financial Group - Ameriprise Financial Services, LLC
Hudson Valley Financial Group - Ameriprise Financial Services, LLC, located at 399 Knollwood Road in White Plains, New York, is a finance institution that focuses on helping clients achieve their financial goals. They offer personalized investment recommendations based on individual goals and risk tolerance, and provide regular reviews to track progress and make adjustments as needed. Clients can access their investments and accounts from any device, securely track their progress, and schedule complimentary initial consultations to get started. The institution also offers insights on market trends and risk tolerance, emphasizing the importance of understanding and managing risk in investment strategies. Ameriprise financial advisors are registered to do business in specific U.S. states, and clients can find additional information on the advisor's personal website or through FINRA's BrokerCheck website. The institution values client referrals and is committed to helping friends and family members achieve their financial goals. Users of the website are bound by the terms of the Ameriprise Financial Website Rules and Regulations, and the institution prioritizes privacy and security for all clients. Ameriprise Financial Services, LLC is a member of FINRA and SIPC.
Steven Solomon - UBS Financial Services Inc.
Steven Solomon - 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 is known for its expertise in wealth management, investment strategies, and financial planning. Clients can expect personalized and tailored solutions to help them achieve their financial goals. The team at Steven Solomon - UBS Financial Services Inc. is dedicated to providing exceptional customer service and guidance to ensure the success of their clients' financial portfolios.
Shanae Carrington, MBA, FSCP
Shanae Carrington, MBA, FSCP is a finance institution located at 777 Westchester Avenue, White Plains, New York, United States. They offer permanent life insurance policies with guaranteed death benefits and cash value growth, long-term coverage customizable to individual needs and budgets, and the ability to invest policy cash value in the market. They provide assistance with everyday tasks, income replacement in case of illness or injury, professionally managed investments, and guidance for creating investment strategies and estate plans. The institution also offers insurance for employees, executives, and business owners, as well as charitable giving and support for bereavement, education, and local initiatives. Shanae Carrington, the Registered Representative & Insurance Agent, helps clients understand their options and achieve their financial goals by developing personalized approaches. The institution aims to protect families, provide financial security, and help clients prepare for retirement and unexpected health events. They offer resources and tools to help clients prepare for the future.
Judy N. Cuzzacrea Wagner
Welcome to Judy N. Cuzzacrea Wagner's Law Office, conveniently located at 726 Exchange Street, Buffalo, New York. As a seasoned attorney specializing in estate planning and elder care law, Judy is dedicated to providing personalized legal counsel to individuals, families, and business clients. With a deep understanding of wealth planning, she helps clients design comprehensive strategies to preserve, protect, and transfer their assets to future generations. Judy's extensive legal expertise encompasses the use of various tools such as wills, trusts, and pre-nuptial agreements. She is adept at minimizing tax liabilities through strategic planning involving credit shelter trusts, QTIPs, and ILITs. Recognizing the unpredictable nature of life, Judy emphasizes proactive estate planning but is equally prepared to address urgent needs.
Bank of New York Mellon
Welcome to the Bank of New York Mellon, conveniently located at 1 North Lexington Avenue, White Plains, New York. As a leading institution in banking and finance, we are committed to providing exceptional financial services to meet your personal and business needs. Our state-of-the-art ATM facilities offer secure and convenient access to your funds at any time. Whether you're looking to manage your investments, secure a loan, or simply open a new account, our experienced team is here to provide personalized solutions and expert guidance. Visit us today and experience the trusted financial partnership that the Bank of New York Mellon is known for. Your financial success is our priority.
D.D. Dolan, Westchester Real Estate - NY
Welcome to D.D. Dolan, Westchester Real Estate - NY, your trusted partner in navigating the dynamic real estate market of Westchester County and beyond. Conveniently located at 1 Palmer Avenue, Scarsdale, New York, our agency is dedicated to providing exceptional service tailored to your unique real estate needs. At D.D. Dolan, we pride ourselves on offering a comprehensive suite of real estate services, whether you're buying, selling, or renting a property. Our portfolio includes beautiful homes at prestigious addresses such as 7 Evergreen Lane in Larchmont, 54 Hudson Street in Sleepy Hollow, and 76 Byram Ridge Road in Armonk, among others. Our team is committed to helping you find your dream home or achieve the best possible outcome in your property sale.
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