Investment resources in New York, NY
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CMC Wealth Management
● ClosedCMC Wealth Management, located at 113 Nethermont Avenue in White Plains, New York, is an institution specializing in accounting and finance. With a focus on helping clients secure their financial future, CMC Wealth Management offers personalized services to address individual circumstances and goals. The founder, Catherine M. Censullo, CPA, PFS, is dedicated to guiding clients through the process of financial planning and investment. At CMC Wealth Management, clients can expect regular reviews of their financial concerns and adjustments to ensure their financial health aligns with their personal, professional, and family situations. The institution emphasizes the importance of proactive financial planning to uncover opportunities and potential rewards for long-term success. Whether clients are seeking brokerage services, investment advisory services, or both, the team at CMC Wealth Management is equipped to assist with a range of financial needs.
113 Nethermont Ave, White Plains, NY 10603, United States -
Unified Retirement Planning Group
● ClosedUnified Retirement Planning Group is a leading finance institution located at 59 Sunset Drive in Briarcliff Manor, New York, United States. Our team of expert financial advisors specializes in retirement planning, helping clients navigate the complexities of preparing for their golden years. With personalized strategies and a commitment to excellence, we strive to provide our clients with peace of mind and financial security as they transition into retirement. Contact us today to start planning for your future.
59 Sunset Dr Unit 101A, Briarcliff Manor, NY 10510, United States -
Merrill Edge
● ClosedMerrill Edge is a finance institution located at 15 Bennetts Road, Setauket- East Setauket, New York, United States. They offer online investing, trading, brokerage, and advice services. With Merrill Guided Investing, you can start investing with $0 in program fees for the first 6 months. They provide a broad range of brokerage, investment advisory, and other financial services. Investing in securities involves risks, and there is always the potential of losing money. Merrill Lynch Life Agency Inc. is a licensed insurance agency and a wholly owned subsidiary of BofA Corp. Additional information about their services and fees can be found in their Client Relationship Summary. Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC.
15 Bennetts Rd, Setauket- East Setauket, NY 11733, United States -
Wealth Habits
● ClosedWealth Habits is a finance institution located at 5 Sage Court, White Plains, New York, United States. Our services include market and economic observations, portfolio changes, and operations updates. We also offer education planning with practical tips for college education and ensuring equal funding for every child's education. Our experts can help you unlock the secrets of tax-efficient retirement withdrawals and create a blueprint for optimized retirement distributions. Learn about the pros and cons of 401(k) consolidation to maximize your retirement savings. Our services cover financial planning, investments, and tax planning with actionable strategies, tools, and resources to help you achieve financial independence.
5 Sage Ct, White Plains, NY 10605, United States -
Merrill Lynch Financial Advisor Elliot R Skriloff
● ClosedMerrill Lynch Financial Advisor Elliot R Skriloff is a Senior Vice President and Portfolio Manager located at 360 Hamilton Avenue in White Plains, New York. With over 27 years of experience in the financial services industry, Elliot specializes in providing personalized financial advice, investment management strategies, retirement planning, wealth transfer, estate planning services, education planning, and financial risk management. His client base includes affluent individuals, families, corporate executives, business owners, non-profit organizations, and households with special needs family members. Elliot follows a defined process with each client, focusing on understanding their specific situations to establish objectives, develop appropriate strategies, recommend solutions, and track progress towards reaching their goals. He holds the Accredited Asset Management Specialist (AAMS) and Chartered Retirement Planning Counselor (CRPC) designations, utilizing his advanced skill set to provide specialized investment services to sophisticated investors.
360 Hamilton Ave 8th Floor, White Plains, NY 10601, United States -
The Portfolio Strategy Group
● ClosedThe Portfolio Strategy Group is a leading finance institution located at 50 Main Street in White Plains, New York, United States. Our team of experts specializes in creating customized investment portfolios tailored to meet the unique financial goals and risk tolerances of our clients. With a focus on strategic asset allocation and risk management, we strive to maximize returns while minimizing volatility. Whether you are an individual investor looking to grow your wealth or a business seeking to optimize your financial resources, The Portfolio Strategy Group is here to help you achieve your financial objectives. Contact us today to schedule a consultation and learn more about how we can assist you in reaching your financial goals.
50 Main St #1280, White Plains, NY 10606, United States -
Girard Wealth Management Group of Raymond James
● OpenGirard Wealth Management Group of Raymond James, located at 376 Mark Tree Road in Setauket- East Setauket, New York, offers sophisticated wealth management services tailored to meet your individual needs. With a focus on delivering value to clients, our team of experts is dedicated to helping you achieve your financial goals. As a part of the Raymond James network, we have access to a wide range of resources and tools to help you make the most of every investment opportunity. Established in 1962, Raymond James is one of the largest and most respected independent financial services companies in the United States. Girard Wealth Management Group is committed to providing personalized investment advisory services to help you navigate the complexities of the financial world.
376 Mark Tree Rd, Setauket- East Setauket, NY 11733, United States -
UBS Financial Services Inc.
● OpenUBS Financial Services Inc. is a leading financial institution located at 709 Westchester Avenue, White Plains, New York, United States. Specializing in finance, UBS provides a wide range of services including wealth management, investment banking, asset management, and more. With a global presence and a reputation for excellence, UBS is committed to helping clients achieve their financial goals and secure their financial future. Whether you are looking for personalized wealth management services or expert investment advice, UBS Financial Services Inc. has the expertise and resources to meet your needs.
709 Westchester Ave Suite 400, White Plains, NY 10604, United States -
Randall Watsek - Raymond James
● OpenRandall Watsek - Raymond James is a leading financial institution located in Mount Kisco, New York. Specializing in wealth management and investment services, our experienced team of professionals is dedicated to helping clients achieve their financial goals. With a focus on personalized service and expert advice, we strive to provide our clients with the tools and resources they need to make informed decisions about their finances. Whether you are planning for retirement, saving for the future, or looking to grow your wealth, Randall Watsek - Raymond James is here to help you every step of the way. Visit us at 41 South Moger Avenue to learn more about how we can assist you in reaching your financial aspirations.
41 S Moger Ave, Mt Kisco, NY 10549, United States -
Sun Life Financial
● ClosedSun Life Financial is a leading financial institution located in Port Chester, New York, United States. With a strong reputation for providing innovative and reliable financial solutions, Sun Life offers a wide range of services including insurance, investments, retirement planning, and wealth management. Their dedicated team of professionals are committed to helping clients achieve their financial goals and secure their future. Whether you are looking for insurance coverage, investment opportunities, or retirement planning advice, Sun Life Financial has the expertise and resources to meet your needs. Trust Sun Life Financial to help you navigate the complexities of the financial world and create a secure financial future for you and your loved ones.
Port Chester, NY 10573, United States -
Robert Bouza - Financial Advisor, Ameriprise Financial Services, LLC
● OpenRobert Bouza is a highly experienced financial advisor working with Ameriprise Financial Services, LLC in Harrison, New York. With a focus on providing personalized financial planning and investment advice, Robert helps clients navigate their financial goals and create a secure financial future. Located at 2900 Westchester Avenue, Robert Bouza's office is a trusted resource for individuals seeking expert financial guidance. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Robert Bouza can help you make informed decisions and achieve your financial aspirations. Trust Ameriprise Financial Services, LLC and Robert Bouza to help you secure your financial future.
2900 Westchester Ave Ste 300, Purchase, NY 10577, United States -
About Profit
● ClosedAbout Profit is a leading accounting and finance institution located at 1000 South Avenue in New York, United States. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through expert advice and services. Whether you need assistance with tax preparation, financial planning, or investment management, we have the knowledge and expertise to guide you towards success. Trust About Profit to provide you with the tools and resources needed to maximize your profits and secure a strong financial future.
1000 South Ave #104, Staten Island, NY 10314, United States -
Merrill Lynch Financial Advisor Mary E Tompkins
● ClosedMerrill Lynch Financial Advisor Mary E Tompkins is a finance institution located at 360 Hamilton Avenue, White Plains, New York, United States. The team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service. They offer services such as wealth management, personalized financial planning, and investment strategies tailored to your specific goals and priorities. The advisors at Merrill Lynch aim to understand your individual needs and aspirations in order to create a personalized plan to help you achieve financial success. With access to the resources of Merrill and Bank of America, they can provide comprehensive financial solutions to help you reach your goals. Whether you are planning for retirement, saving for a home, or funding your child's education, Merrill Lynch Financial Advisor Mary E Tompkins is committed to helping you navigate the complexities of your financial life and achieve your goals. Contact them today to start your personalized financial journey.
360 Hamilton Ave 8th Floor, White Plains, NY 10601, United States -
H&R Block
● ClosedH&R Block is a well-known accounting and finance institution located at 130 Wildey Street in Tarrytown, New York. With a strong reputation for providing expert tax preparation services and financial guidance, H&R Block is a trusted resource for individuals and businesses looking to navigate complex financial matters. Their team of experienced professionals are dedicated to helping clients achieve their financial goals and maximize their tax savings. Whether you need assistance with tax planning, bookkeeping, or investment strategies, H&R Block is committed to providing top-notch service and personalized solutions tailored to your specific needs.
130 Wildey St, Tarrytown, NY 10591, United States -
Byrnes Advisor Group, Inc.
● OpenByrnes Advisor Group, Inc. is a leading accounting and finance institution located at 327 Irving Avenue in Port Chester, New York, United States. With a team of experienced professionals, Byrnes Advisor Group, Inc. offers a wide range of financial services to help individuals and businesses manage their finances effectively. Whether you need assistance with tax planning, investment strategies, or retirement planning, Byrnes Advisor Group, Inc. has the expertise and resources to help you achieve your financial goals. Contact them today to learn more about their services and how they can help you secure a strong financial future.
327 Irving Ave, Port Chester, NY 10573, United States -
Hara Yoshida Accounting
● ClosedHara Yoshida Accounting, located at 50 Main Street in White Plains, New York, offers retirement and financial solutions specifically tailored for Japanese Americans. Specializing in cross-border tax solutions for Japanese nationals, the institution provides services for expatriates, dual-citizens, or Japanese nationals living and working in the United States. Yoshida Wealth Management takes a personalized approach to uncovering clients' unique values and priorities in order to develop a harmonious framework between financial plans and life goals. As independent fiduciaries, they aim to be true financial partners, listening to clients, clarifying goals, and developing long-term financial plans and investment strategies for sustained success.
50 Main St #1000, White Plains, NY 10606, United States -
Redlig Financial Services Inc.
● ClosedRedlig Financial Services Inc. is a reputable accounting and finance institution located at 40 Prescott Avenue in White Plains, New York, United States. With a team of experienced professionals, we provide a wide range of financial services to individuals and businesses, including tax preparation, bookkeeping, financial planning, and investment management. Our goal is to help our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how we can assist you with your financial needs.
40 Prescott Ave, White Plains, NY 10605, United States -
Double C Realty
● OpenDouble C Realty is a premier real estate agency located at 1075 Yonkers Avenue in Yonkers, New York. Our dedicated team is committed to providing you with the best results and service in the industry. We take the time to listen to your real estate goals and work tirelessly to create solutions that are tailored to your needs. Whether you are a first-time homebuyer or a seasoned investor, our expertise, proven track record, and resources will help you achieve your real estate goals. With our extensive knowledge of the Yonkers, Lower Westchester, and Bronx, NY areas, we can help you find the perfect home or the right buyer for your property.
1075 Yonkers Ave, Yonkers, NY 10704, United States -
Great Energy
● OpenGreat Energy is a premier health institution located at 42 Hudson Drive in Brewster, New York, United States. We are dedicated to helping individuals achieve optimal health and wellness through a variety of holistic and traditional medical practices. Our team of experienced professionals offers personalized treatment plans and guidance to support our clients on their journey to improved well-being. Whether you are seeking relief from chronic pain, looking to improve your overall fitness, or simply wanting to boost your energy levels, Great Energy is here to help you reach your health goals. Visit us today and experience the transformative power of great energy.
42 Hudson Dr, Brewster, NY 10509, United States -
Oil Options Trading
● OpenOil Options Trading is a leading institution specializing in the trading of oil options. Located at 21 Hickory Kingdom Road in Bedford, New York, our experienced team of professionals provides expert guidance and support for clients looking to navigate the complex world of oil trading. With a reputation for excellence and a commitment to customer satisfaction, Oil Options Trading is the go-to choice for individuals and businesses seeking reliable and efficient trading services.
21 Hickory Kingdom Rd, Bedford, NY 10506, United States -
Marisa Schaefer - State Farm Insurance Agent
● ClosedMarisa Schaefer - State Farm Insurance Agent is a trusted insurance agency located at 83 Birch Hill Road in Locust Valley, New York, United States. Specializing in auto insurance, homeowners insurance, renters insurance, business insurance, and life insurance, they are dedicated to providing personalized and reliable coverage for all your insurance needs. As a member of NAPW, Marisa Schaefer Agency prides itself on exceptional customer service and account management. With a team of experienced account representatives, including office manager Juleigha Schmidt, Marisa Schaefer Agency is committed to helping both new and existing customers find the right insurance solutions. Brian, Desiree, and Dan are licensed insurance professionals ready to assist with any inquiries or concerns.
83 Birch Hill Rd, Locust Valley, NY 11560, United States -
Engine by MoneyLion
● ClosedEngine by MoneyLion, located at 50 West 23rd Street in New York, is a finance institution that specializes in acquiring, growing, and monetizing consumers at scale. They offer precision matching and personalization across their network, matching qualified prospects with comprehensive products and valuable insights to enhance their financial journey. With AI-enabled technologies, they can offer the right product to the right person at the right time with just a single line of code or fully white-labeled experiences using their native API. Accessing the largest financial marketplace dataset, Engine by MoneyLion applies custom AI models to drive recommendations, conversions, and monetization. They provide detailed analytics and precise controls for confident business growth. Their enterprise solutions help build brand awareness and acquire high-intent prospects at scale through their consumer marketplace, leveraging omnichannel marketing insights to optimize consumer engagement strategies.
50 W 23rd St, New York, NY 10010, United States -
Bankrate
● OpenBankrate is a leading financial institution located at 1675 Broadway in New York, New York. Specializing in providing consumers with valuable information on banking, loans, credit cards, and other financial products, Bankrate helps individuals make informed decisions about their money. With a focus on transparency and accuracy, Bankrate is a trusted resource for those looking to navigate the complex world of personal finance.
1675 Broadway 22nd floor, New York, NY 10019, United States -
Hudson Valley Credit Union
● ClosedHudson Valley Credit Union, located at 415 New York 376 in Hopewell Junction, New York, is a financial institution offering ATM services and various finance options. With a focus on helping members build their savings, they offer a competitive 5.62% APY for a 12-month term. The institution also provides resources for raising financially independent children and has received awards and recognition for their services to over 340,000 members and growing. Additionally, Hudson Valley Credit Union offers lending options to military members and their dependents. The institution is federally insured by the NCUA and is an Equal Housing Opportunity provider. Insurance products are available through InsureOne Insurance Services America, LLC and its affiliates. Hudson Valley Credit Union is committed to accessibility and strives to provide a website that is inclusive to all users. Please note that access to Internet Banking and Mobile Banking is restricted to authorized members only.
415 NY-376, Hopewell Junction, NY 12533, United States -
M&T Bank
● ClosedM&T Bank in Hopewell Junction, located at 424 Route 376, is your go-to resource for all your financial needs. Whether you're looking to open a checking or savings account, apply for a mortgage or auto loan, or explore commercial and small business solutions, our dedicated team is here to help. With over 1,000 branches and 1,700 ATMs, we are committed to serving customers across the Northeastern United States. Trust M&T Bank to guide you through the process, answer any questions you may have, and help you find the terms and rates that fit your needs. Visit us today and start building financial security for the future.
424 NY-376, Hopewell Junction, NY 12533, United States -
National Income Life - Theo Pappas
● ClosedNational Income Life - Theo Pappas is an insurance agency located in Yorktown Heights, New York, United States. With a commitment to providing quality insurance products and services, this institution offers a range of options to help individuals and families protect their financial well-being. Led by Theo Pappas, the agency strives to provide personalized and reliable insurance solutions to meet the unique needs of each client. Whether you are looking for life insurance, disability insurance, or other types of coverage, National Income Life - Theo Pappas is dedicated to helping you find the right policy for your specific situation. Visit their office in Yorktown Heights to learn more about their offerings and how they can assist you in securing your financial future.
345 Kear Street Suites 209 - 210, Yorktown Heights, NY 10598, United States -
Bank of America Financial Center
● ClosedThe Bank of America Financial Center at 3912 Main Street in New York is a leading institution in the world of banking and finance. Offering a wide range of services including personal banking, business banking, loans, investments, and wealth management, this center is dedicated to helping individuals and businesses achieve their financial goals. With a team of knowledgeable professionals and innovative financial solutions, the Bank of America Financial Center is committed to providing top-notch service and support to its customers. Whether you're looking to open a new account, secure a loan, or plan for your future, this institution has the resources and expertise to assist you every step of the way.
3912 Main St, Queens, NY 11354, United States -
Prudential Financial
● ClosedPrudential Financial is a renowned health and insurance agency located at 401 Columbus Avenue in Valhalla, New York, United States. With a strong reputation for providing top-quality insurance products and services, Prudential Financial is committed to helping individuals and families protect their health and financial well-being. Their experienced team of professionals offers personalized guidance and support to help clients make informed decisions about their insurance needs. Whether you are looking for health coverage, life insurance, or retirement planning services, Prudential Financial has the expertise and resources to assist you in achieving your financial goals. Visit their office in Valhalla today to learn more about the comprehensive insurance solutions they offer.
401 Columbus Ave Suite 204, Valhalla, NY 10595, United States -
Mid-Hudson Valley Federal Credit Union
● ClosedMid-Hudson Valley Federal Credit Union is a trusted financial institution located at 3 North Broad Street in Peekskill, New York. As a member-owned credit union, we offer a wide range of financial services including banking, lending, and investment options to individuals and businesses in the community. Our convenient location and ATMs make managing your finances easy and accessible. Join us today and experience the personalized service and competitive rates that set us apart from traditional banks.
3 N Broad St, Peekskill, NY 10566, United States -
Harrison Teachers Federal CU
● OpenHarrison Teachers Federal Credit Union is a financial institution located at 33 Oakland Avenue in Harrison, New York, United States. As a credit union specifically for teachers, it offers a range of financial services and products tailored to the needs of educators. With a focus on providing personalized service and competitive rates, Harrison Teachers FCU is dedicated to helping teachers achieve their financial goals.
33 Oakland Ave, Harrison, NY 10528, United States
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