Investment strategy development in Larchmont, New York

Welcome to the Linda Filby Team at Compass Real Estate, located at 140 Larchmont Avenue, Larchmont, New York. As a premier real estate agency, we are proud to be recognized as the #1 Small Team in both Larchmont and Westchester by Real Trends for 2022 and 2023. Led by Westchester's top producer, Linda Filby, our team has achieved over half a billion dollars in career sales, ranking within the top 1% of Westchester agents and the top 1.5% nationwide. Affiliated with Compass, the #1 brokerage in the U.S., Linda Filby brings unmatched expertise, dedication, and integrity to every transaction. Known for her calm advocacy and tenacious deal-making, Linda and her team are committed to providing exceptional client service and elite market knowledge. Our clients commend us for making the buying and selling process seamless and stress-free, ensuring their real estate goals are in the best hands.

Susan O'Rourke - Financial Advisor at Ameriprise Financial Services, LLC, located at 1969 Palmer Avenue in Larchmont, New York, is dedicated to helping clients achieve their financial goals. Whether it's planning for retirement, education, or a major purchase, Susan offers personalized investment and portfolio recommendations tailored to individual goals and risk tolerance. Regular meetings and progress reviews ensure that strategies are updated as life changes. Clients can easily access their investments and track progress towards their goals securely from any device. For those interested in learning more, a complimentary initial consultation can be scheduled to discuss financial planning concepts and determine an appropriate investment strategy. Ameriprise Financial Services, LLC, a registered investment adviser, offers investment products and services to help clients navigate market volatility and achieve a more confident financial future. Securities are offered through Ameriprise Financial Services, LLC, and Susan O'Rourke is registered to conduct securities business in certain states.

O'Brien Capital Management, located at 48 Burd Street in Nyack, New York, is a finance institution that offers comprehensive wealth management services beyond just investments. The institution, founded by John M. O'Brien, a Certified Financial Planner™ practitioner with over 18 years of experience, is committed to providing deeply personal and individually tailored financial planning and investment management services. OCM operates on a Fee-Only basis, ensuring unbiased advice and recommendations to clients. Services offered include retirement planning, investment advisory, college funds planning, and more. With a new office opening in Larchmont, NY, O'Brien Capital Management is excited to expand its reach and bring quality financial services to lower Westchester County.

Welcome to Key Real Estate Services Located at 2005 Palmer Avenue, Larchmont, New York, Key Real Estate Services is your trusted partner in navigating the real estate market with a special focus on serving the needs of senior homeowners. Whether you are planning a transition or responding to a sudden life change, our team of dedicated professionals is here to guide you every step of the way.