TOP 30 Investment education in White Plains, New York

48 results found

Merrill Lynch Financial Advisor Charles E. Branch is a trusted finance institution located at 360 Hamilton Avenue, White Plains, New York, United States. Charles has been with Merrill Lynch Wealth Management since 2006, specializing in building clear financial roadmaps to help clients prioritize their life and financial goals. He not only advises clients but also educates them on their financial lives, helping them navigate the complex investment world to make appropriate financial decisions. Charles and his team have extensive investment advisory experience, allowing them to craft customized wealth strategies that encompass all aspects of a client's life. Charles is actively involved in various organizations and charities, demonstrating his commitment to serving the community. At Merrill Lynch Wealth Management, the team focuses on building strong client relationships based on trust and personalized service, centered on the client's family, goals, and priorities. They believe in creating personalized financial plans tailored to each client's unique ambitions and needs, helping them achieve their long-term goals. By staying connected with clients and regularly reviewing their financial approach, Charles and his team ensure that clients stay on track to achieve what matters most to them. With access to the investment insights of Merrill and banking solutions from Bank of America, they work with clients to develop approaches designed to address their financial needs and achieve their goals. The institution offers personalized investment strategies and comprehensive financial solutions to help clients live their best financial lives.

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.

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 Daniel Goldsmith is a finance institution located at 360 Hamilton Avenue, White Plains, New York, United States. Managing your wealth begins with a comprehensive understanding of your financial situation, goals, and priorities. Daniel Goldsmith can help create a flexible strategy tailored to your needs, with access to the investment insights of Merrill and the banking solutions of Bank of America. With a focus on personalized wealth management strategies, Daniel Goldsmith believes in building strong relationships with clients by participating in community service and volunteering. Through the Merrill Personal Wealth Analysis™, a personalized plan can be developed centered on your goals. By understanding your investment personality, Daniel Goldsmith can customize a financial approach to help you pursue what matters most to you. With a commitment to ongoing communication and adjustments to your financial approach as needed, Daniel Goldsmith is dedicated to helping you achieve your financial goals and navigate life's changes. Contact Daniel Goldsmith for personalized investment strategies and comprehensive financial solutions tailored to your unique needs and priorities.

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.

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.

Affinity Federal Credit Union is a trusted financial institution located at 177 Hillside Avenue in White Plains, New York. As a neighborhood credit union, we are dedicated to improving the financial wellbeing of our members and the communities we serve. Please be aware of fraudulent scam calls impersonating Affinity - we will never ask for your login credentials or one-time access code over the phone. Visit our Greenburgh, NY branch at Greenburgh Town Hall on the 2nd Floor, easily accessible from the Cross Westchester Expressway (I-287) off of Hillside Avenue. Contact us at 800.571.6982 for all your banking and finance needs.

Welcome to RentTheHairConcierge, your premier destination for high-quality hair extensions in White Plains, New York. Located at 1133 Westchester Avenue, we specialize in providing luxurious 100% Remy Human Hair extensions that enhance your natural beauty with ease and elegance. Our extensions are custom manufactured and double drawn, ensuring 80% more thickness from roots to ends, giving you more hair and less work. At RentTheHairConcierge, we offer a unique service where you can either purchase or rent our premium hair extensions. Whether you're preparing for a special night out or just want to elevate your everyday look, our easy clip-in hair extensions are the perfect solution. Our highly skilled team of hair specialists is dedicated to helping you find the ideal extension that complements your natural hair. Simply submit a few photographs, and our experts will provide personalized recommendations tailored to your needs.

Welcome to SecureSpace Self Storage Elmsford, your top choice for reliable, secure, and affordable storage solutions in Elmsford, NY. Conveniently located at 33 West Main Street, we offer a wide range of storage unit sizes to meet your needs, whether you're moving, decluttering, or need a safe place to store your belongings. Our facility is equipped with continuous digital surveillance, a controlled entry gate, and recorded entry and exit points to ensure the safety and security of your items. We also provide climate-controlled units to maintain stable conditions for sensitive items, giving you peace of mind knowing your valuables are protected from extreme temperatures.

Welcome to Westchester County Economic, your trusted local government office dedicated to fostering economic growth and community development in Westchester County. Conveniently located at 111 Dr Martin L King Jr Boulevard in the heart of White Plains, New York, we are committed to supporting local businesses, enhancing workforce opportunities, and improving the quality of life for all residents. Our expert team works tirelessly to implement strategic initiatives that promote sustainable economic development and attract new investments to the region. Whether you're a budding entrepreneur, an established business owner, or a community member seeking assistance, we offer a wide range of resources and services tailored to meet your needs.

Welcome to the Westchester County Youth Bureau, your dedicated local government office committed to empowering and supporting the youth of our community. Located at 112 East Post Road, White Plains, New York, we are at the heart of Westchester County, providing essential services and programs tailored to foster the growth, development, and well-being of young individuals. Our mission is to create a nurturing environment where youth can thrive, offering a wide range of initiatives designed to meet their diverse needs. From educational workshops and leadership training to recreational activities and mentorship programs, we strive to equip young people with the skills and resources necessary for a successful future.

Welcome to Dr. Henrietta Abbey's Bookstore, a cherished literary haven nestled in the vibrant community of The Bronx, New York. Located at 4351 White Plains Road, our bookstore is a sanctuary for book lovers and knowledge seekers alike. At Dr. Henrietta Abbey's, we believe that "an investment in knowledge pays the best interest." Our carefully curated selection of books is designed to inspire, educate, and entertain, offering something for readers of all ages and interests. Whether you're looking to immerse yourself in the pages of a gripping novel, explore profound meditations, or engage in enlightening discourse, our shelves are brimming with treasures waiting to be discovered. We invite you to "get books, sit yourself down anywhere, and go to reading them yourself," embracing the transformative power of literature.

Welcome to Osage Orange Tree, your local haven for all things inspired by the iconic Maclura pomifera. Nestled in the heart of Manhattan at 347 East 118th Street, our business celebrates the rich history and unique characteristics of the Osage orange tree, a remarkable species native to the south-central United States. At Osage Orange Tree, we embrace the fascinating story of this small deciduous tree, also known by many names including hedge apple, horse apple, and bois d'arc, or "bow-wood." Historically, the Osage orange served as a natural fence for American settlers, providing a thorny barrier that was "horse-high, bull-strong, and pig-tight." Its wood was highly prized by Native American tribes such as the Osage and Comanche for making durable and flexible bows.

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.

Welcome to Bank of America, located at 505 White Plains Road, Tarrytown, New York 10591. As a leading financial institution, we are committed to providing a comprehensive range of banking and financial services designed to meet your needs. Whether you're looking to manage your daily finances, invest with confidence, or navigate the complexities of substantial wealth, Bank of America is here to support you every step of the way. Our offerings include a variety of personal and business banking solutions, such as checking and savings accounts, credit cards, auto loans, and mortgage and home equity products. We also provide advanced investment and wealth management services through our partnership with Merrill Lynch, Pierce, Fenner & Smith Incorporated. With our innovative tools like the Security Center in Mobile and Online Banking, you can enhance your financial security and take proactive measures against fraud.

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.

Discover the Convenience and Profitability of ATM Services at Coco Choco Bakery Welcome to the ATM Machine at Coco Choco Bakery, your go-to destination for seamless financial transactions in White Plains, New York. Conveniently located at 1 Harding Avenue, our ATM service not only enhances your shopping experience but also offers an opportunity for entrepreneurs and business owners to explore the lucrative world of ATM operations.

Welcome to Dominick Passafiume | Houlihan Lawrence, your top-rated local realtor located at 419 White Plains Road, Eastchester, New York. With over 25 years of experience in the real estate industry, Dominick Passafiume is dedicated to serving the communities of Westchester, Putnam, and Dutchess Counties, NY. Whether you're buying or selling a home, Dominick understands the importance of organization, attention to detail, and providing a personalized, honest, and caring service. As a long-standing resident of Westchester County and a graduate of CUNY and Manhattan College with degrees in Marketing and Leadership, Dominick is well-versed in the diverse communities of the area. His expertise extends beyond traditional real estate transactions to include investment properties, general contracting, and landlord endeavors. This extensive knowledge, combined with his passion for helping clients achieve their real estate dreams, makes him an invaluable partner in your real estate journey.