TOP 30 Investment management firms in Scarsdale, New York

10 results found

The Scarsdale Group Inc is a trusted accounting and finance institution located at 10 Old Mamaroneck Road in White Plains, New York. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, auditing, and financial planning. Their commitment to excellence and attention to detail sets them apart as a top choice for individuals and businesses looking for reliable financial advice and support. Contact them today to learn more about how they can help you achieve your financial goals.

Welcome to Barhite And Holzinger: Westchester Real Estate Team and Property Management, where tradition meets innovation in the heart of Westchester County. Located at 77 Pondfield Road, Bronxville, New York, our agency has been a cornerstone of the local real estate market for over 86 years. As one of the oldest privately-held real estate firms in the area, we specialize in comprehensive property management and real estate sales, offering unparalleled expertise in condominiums, co-ops, large-scale homeowner associations, and traditional rental apartment houses. Our extensive portfolio extends beyond residential properties to include medical professional office buildings and select retail stores in prime local shopping districts. Serving the vibrant communities of Bronxville, Scarsdale, Yonkers, Eastchester, New Rochelle, Tuckahoe, and White Plains, we are dedicated to meeting the diverse needs of homeowners throughout Westchester County.

Financial Advisory Network is a finance institution located at 6 Old Lane in Scarsdale, New York, United States. Known as "The Firm Engineers Rely On For Their Retirement Planning Needs", our Certified Financial Planner specializes in helping clients smoothly transition from work to retirement. With over 30 years of experience, Robert Leitner, CFP®, RIA, provides expert advice to guide clients towards their financial goals. Services include optimizing Social Security benefits, developing income plans for life, managing retirement distributions, and anticipating healthcare costs. Please consult with a qualified financial adviser and/or tax professional before implementing any strategy, as investments involve risk and are not guaranteed. Visit our website for more information and to learn more about our services.

Afm Advisor Group is a reputable accounting and finance institution located at 700 Post Road in Scarsdale, New York, United States. With a team of experienced professionals, Afm Advisor Group provides expert financial advice and services to individuals and businesses. Whether you need help with tax planning, investment management, or retirement planning, Afm Advisor Group is dedicated to helping you achieve your financial goals. Trust in their expertise and personalized approach to secure your financial future.

Katz Samuel is a reputable accounting and finance institution located at 111 Brook Street in Scarsdale, New York, United States. With a team of experienced professionals, Katz Samuel offers a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, financial planning, or investment management, Katz Samuel is dedicated to providing top-notch expertise and personalized attention to meet your specific needs. Trust Katz Samuel to help you navigate the complex world of finance with confidence and peace of mind.

First Republic Bank, located at 34 Popham Road in Scarsdale, New York, is a full-service institution offering a range of financial services including banking and ATM facilities. With a focus on customization and exceptional service, First Republic Bank is committed to providing responsive solutions to meet the needs of its customers. Deposit products and services are offered through JPMorgan Chase Bank, N.A., with a firm commitment to FDIC insurance and equal housing opportunities. Investment services are provided through J.P. Morgan Wealth Management, with a focus on managing market risks and achieving investment objectives. Trust and fiduciary services are also available through JPMorgan Chase Bank, N.A. and affiliated companies. Insurance products are offered through Chase Insurance Agency, Inc. Please note that investment and insurance products are not FDIC insured, not guaranteed by any federal government agency, and subject to investment risks.

Precision Wealth Solutions is a leading financial institution located at 188 Summerfield Street in Scarsdale, New York. Our team of experienced professionals is dedicated to providing personalized wealth management solutions to help our clients achieve their financial goals. Whether you are looking to invest for the future, plan for retirement, or protect your assets, we offer comprehensive services tailored to your individual needs. With a commitment to excellence and a focus on building long-term relationships, Precision Wealth Solutions is your trusted partner in financial success.

TD Ameritrade is a well-known finance institution located at 331 Central Park Avenue in Scarsdale, New York, United States. As a leading provider of investment and trading services, TD Ameritrade offers a wide range of products and services to help individuals and businesses achieve their financial goals. Whether you're looking to invest in stocks, bonds, mutual funds, or other financial instruments, TD Ameritrade has the expertise and resources to help you make informed decisions and grow your wealth. With a commitment to customer service and innovation, TD Ameritrade is a trusted partner for all your financial needs.

Welcome to Advanced Alpha Advisers, LLC Located in the heart of Scarsdale, New York, Advanced Alpha Advisers, LLC is your trusted partner in navigating the complex world of finance. Situated at 2 Overhill Road, our firm is dedicated to providing personalized financial solutions tailored to meet the unique needs of each client.

Welcome to Astor Lane Realty, your premier destination for all your real estate needs in Westchester County, New York. Located at 531 Central Park Avenue in the charming town of Scarsdale, we pride ourselves on being the best resource for buying or selling homes in the local market. Whether you’re searching for a cozy condo, sprawling estate, or a promising investment property, our website offers the most comprehensive and user-friendly real estate search tools available. Updated every 15 minutes directly from the official Realtor®'s database, you can trust that the information you find is current and reliable. Our website not only allows you to save searches and receive daily alerts about new listings and price changes, but it also offers an Interactive Map Search. This feature enables you to view properties on a map, or refine your search by drawing boundaries around your desired area. Curious about the market trends in your neighborhood? Create a custom market report to see what's active, under contract, and sold near you.