TOP 10 Long term care financial planning in New York, New York
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Jay Kunstreich - Financial Advisor, Ameriprise Financial Services, LLC
● OpenJay Kunstreich - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 2900 Westchester Avenue, Harrison, New York, United States. Jay Kunstreich holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise in asset management, retirement planning, estate planning, investment analysis, and more. Jay Kunstreich is dedicated to providing comprehensive financial advice and guidance to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. Whether you are looking for assistance with investment strategies, insurance products, estate planning, or any other financial need, Jay Kunstreich - Financial Advisor, Ameriprise Financial Services, LLC is here to help.
2900 Westchester Ave Ste 300, Purchase, NY 10577, United States -
Douglas Mark - Financial Advisor, Ameriprise Financial Services, LLC
● OpenDouglas Mark is a financial advisor at Ameriprise Financial Services, LLC located at 800 Westchester Avenue in Rye Brook, New York, United States. Douglas Mark holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Douglas Mark is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. With a focus on ethical practices and continuing education, Douglas Mark is committed to helping clients achieve their financial goals.
800 Westchester Ave Ste 508, Rye Brook, NY 10573, United States -
Stephen Baumgartner - Financial Advisor, Ameriprise Financial Services, LLC
● OpenStephen Baumgartner is a Financial Advisor at Ameriprise Financial Services, LLC located at 2345 New York 52, Hopewell Junction, New York, United States. He holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise in various areas of finance including asset management, retirement planning, estate planning, investment management, and more. As a trusted financial advisor, Stephen Baumgartner is dedicated to providing personalized financial advice and guidance to help clients achieve their financial goals.
2345 NY-52 Ste 2L, Hopewell Junction, NY 12533, United States -
Anthony Stella - Financial Advisor, Ameriprise Financial Services, LLC
● OpenAnthony Stella is a Financial Advisor at Ameriprise Financial Services, LLC located at 48 South Service Road, Melville, New York, United States. Anthony holds various certifications and designations including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. With expertise in asset management, retirement planning, estate planning, investment strategies, and more, Anthony is dedicated to providing comprehensive financial services to individuals and small business owners.
48 S Service Rd Ste 403, Melville, NY 11747, United States -
Christopher Copenhaver - Financial Advisor, Ameriprise Financial Services, LLC
● OpenChristopher Copenhaver is a Financial Advisor at Ameriprise Financial Services, LLC located at 2900 Westchester Avenue in Harrison, New York, United States. He holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise in asset management, financial planning for retirees and small business owners, estate planning, investment management, and specialized areas such as divorce financial analysis and military financial advising. Christopher Copenhaver is dedicated to providing comprehensive and personalized financial advice to help clients achieve their financial goals.
2900 Westchester Ave Ste 300, Purchase, NY 10577, United States -
Neal Siena - Financial Advisor, Ameriprise Financial Services, LLC
● OpenNeal Siena - Financial Advisor at Ameriprise Financial Services, LLC is located at 200 Summit Lake Drive in Valhalla, New York, United States. Neal Siena holds several certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise in wealth management, retirement planning, estate planning, investment management, and financial planning for various client needs. Neal Siena is dedicated to providing comprehensive financial advice and guidance to individuals, retirees, small business owners, high net worth clients, and those in need of specialized financial planning services.
200 Summit Lake Drive Ste 360, Valhalla, NY 10595, United States -
Michael Batas - Financial Advisor, Ameriprise Financial Services, LLC
● OpenMichael Batas is a financial advisor at Ameriprise Financial Services, LLC, located at 800 Westchester Avenue, Rye Brook, New York, United States. He holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise in asset management, retirement planning, estate planning, investment strategies, and more. With a focus on providing comprehensive financial planning services, Michael Batas is dedicated to helping individuals and businesses achieve their financial goals.
800 Westchester Ave Ste 508, Rye Brook, NY 10573, United States -
Daniel W Saalman - Financial Advisor, Ameriprise Financial Services, LLC
● OpenDaniel W Saalman is a Financial Advisor at Ameriprise Financial Services, LLC located at 399 Knollwood Road, White Plains, New York, United States. He holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise in various financial areas such as asset management, estate planning, retirement planning, investment management, and more. With a focus on providing comprehensive and personalized financial advice, Daniel W Saalman is dedicated to helping clients achieve their financial goals.
399 Knollwood Rd G10, White Plains, NY 10603, United States -
Robert Mennona - Financial Advisor, Ameriprise Financial Services, LLC
● OpenRobert Mennona is a Financial Advisor at Ameriprise Financial Services, LLC located at 399 Knollwood Road, White Plains, New York, United States. Robert Mennona holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Robert Mennona's expertise in financial planning, asset management, estate planning, retirement planning, investment management, and more. With a focus on providing comprehensive and tailored financial solutions, Robert Mennona is dedicated to helping clients achieve their financial goals and secure their financial future.
399 Knollwood Rd Ste 212, White Plains, NY 10603, United States -
Erin Sullivan - Financial Advisor, Ameriprise Financial Services, LLC
● OpenErin Sullivan is a Financial Advisor at Ameriprise Financial Services, LLC located at 2900 Westchester Avenue, Harrison, New York, United States. Erin holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Erin specializes in providing comprehensive financial planning services tailored to the unique needs of individuals, retirees, small business owners, and high net worth clients. Erin's expertise covers asset management, investment strategies, estate planning, retirement planning, insurance products, and more. Erin is dedicated to upholding the highest standards of ethics and professionalism in the financial industry.
2900 Westchester Ave Ste 300, Purchase, NY 10577, United States -
Geri Pell - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenGeri Pell is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 800 Westchester Avenue, Rye Brook, New York, United States. Geri Pell holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Geri Pell's expertise in various financial areas including wealth management, retirement planning, estate planning, investment management, and insurance products. Geri Pell is dedicated to providing high-quality financial advice and services to individuals, retirees, small business owners, and high net worth clients.
800 Westchester Ave Ste 300, Rye Brook, NY 10573, United States -
Frank Sabia - UBS Financial Services Inc.
● OpenFrank Sabia - UBS Financial Services Inc. is a renowned finance institution located at 709 Westchester Avenue in White Plains, New York, United States. With a strong reputation for excellence in financial services, Frank Sabia - UBS Financial Services Inc. offers a wide range of wealth management and investment solutions to help clients achieve their financial goals. Their team of experienced professionals provides personalized advice and guidance to clients, ensuring that their financial needs are met with precision and care. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Frank Sabia - UBS Financial Services Inc. is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
709 Westchester Ave Suite 400, White Plains, NY 10604, United States -
LTC Financial Partners
● OpenLTC Financial Partners is a leading finance, health, and insurance agency located at 14 East Way in Bedford, New York, United States. With a team of experienced professionals, LTC Financial Partners specializes in providing financial planning and insurance solutions for long-term care needs. Whether you are looking for assistance in managing your finances or protecting your health, LTC Financial Partners is dedicated to helping you achieve your goals and secure your future. Contact us today to learn more about our services and how we can assist you in planning for your long-term care needs.
14 East Way, Bedford, NY 10506, United States -
LTC Financial Partners
● OpenLTC Financial Partners is a finance, health, and insurance agency located at 300 Woodcrest Lane in Mount Kisco, New York, United States. Specializing in long-term care planning, they offer personalized solutions to help individuals and families protect their financial well-being and health. With a team of experienced professionals, LTC Financial Partners provides expert guidance and support in navigating the complexities of long-term care insurance and financial planning. Trust them to help you secure your future and peace of mind.
300 Woodcrest Ln, Mt Kisco, NY 10549, United States -
David M Kleiner - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenDavid M Kleiner is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 555 Pleasantville Road, Briarcliff Manor, New York, United States. David holds various certifications and designations including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate David's expertise in areas such as wealth management, estate planning, retirement planning, investment management, and financial planning for special needs families and military personnel. As a Private Wealth Advisor, David provides comprehensive financial advice and services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a commitment to ethics and continuing education, David is dedicated to helping clients achieve their financial goals and secure their financial futures.
555 Pleasantville Rd Ste N204, Briarcliff Manor, NY 10510, United States -
Mass Mutual Financial Group
● OpenMass Mutual Financial Group is a renowned finance and insurance agency located at 221 Main Street in Mount Kisco, New York, United States. With a commitment to helping individuals and businesses achieve their financial goals, Mass Mutual offers a wide range of services including investment planning, retirement planning, insurance solutions, and more. Their team of experienced professionals provides personalized guidance and tailored strategies to help clients secure their financial future. Visit Mass Mutual Financial Group today and start planning for a better tomorrow.
221 Main St, Mt Kisco, NY 10549, United States -
Jared D Lynne - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenJared D Lynne - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 427 Bedford Road, Pleasantville, New York, United States, offers a wide range of financial services and expertise. Jared D Lynne holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor®. These certifications demonstrate Jared D Lynne's commitment to providing comprehensive and specialized financial planning services to individuals, retirees, small business owners, high net worth clients, and seniors. Whether you need assistance with asset management, estate planning, retirement planning, investment strategies, or insurance products, Jared D Lynne has the knowledge and expertise to help you achieve your financial goals. Contact Jared D Lynne - Private Wealth Advisor at Ameriprise Financial Services, LLC for personalized and professional financial advice.
427 Bedford Rd # 210, Pleasantville, NY 10570, United States -
Summit Lake Financial Management Group - Ameriprise Financial Services, LLC
● OpenSummit Lake Financial Management Group - Ameriprise Financial Services, LLC, located at 100 Summit Lake Drive in Valhalla, New York, is a finance institution dedicated to building strong and trusting relationships with each client. Our team of Financial Advisors works closely with clients to understand their personal and financial goals, offering tailored strategies for retirement planning, wealth accumulation, tax optimization, long-term care, and estate planning. We prioritize client satisfaction and strive to provide exceptional service and advice to help individuals, families, and businesses achieve their financial objectives. Our advisors are registered in specific U.S. states and adhere to strict regulatory guidelines to ensure the best interests of our clients.
100 Summit Lake Drive Ste 150, Valhalla, NY 10595, United States -
Charles Camilleri - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenCharles Camilleri is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 200 Summit Lake Drive, Valhalla, New York, United States. Charles holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Charles' expertise in asset management, retirement planning, estate planning, investment strategies, risk management, and financial planning for various client needs including retirees, small business owners, high net worth individuals, and those with special needs. Charles is committed to providing comprehensive financial advice and helping clients achieve their financial goals in a professional and ethical manner.
200 Summit Lake Drive Ste 210, Valhalla, NY 10595, United States -
Gregory Feighan - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenGregory Feighan - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 100 Summit Lake Drive in Valhalla, New York, United States. The institution offers a range of certifications and designations to ensure that their advisors have the expertise and knowledge needed to provide top-notch financial services to their clients. These certifications include AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planners™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover a wide range of financial planning areas, ensuring that clients receive comprehensive and tailored advice for their unique needs. With a focus on ethics and professionalism, Gregory Feighan - Private Wealth Advisor, Ameriprise Financial Services, LLC is dedicated to providing high-quality financial services to individuals and businesses alike.
100 Summit Lake Drive Ste 150, Valhalla, NY 10595, United States -
Santo Briganti - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenSanto Briganti - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 100 Summit Lake Drive, Valhalla, New York, United States. The institution offers a range of certifications and designations to its advisors, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover a variety of topics such as asset management, estate planning, retirement planning, investment strategies, and more. Advisors at Santo Briganti - Private Wealth Advisor are trained to provide expert financial advice and planning services to a diverse range of clients, including veterans and individuals with special needs.
100 Summit Lake Drive Ste 150, Valhalla, NY 10595, United States -
Joseph Silva - Financial Advisor, Ameriprise Financial Services, LLC
● OpenJoseph Silva is a Financial Advisor at Ameriprise Financial Services, LLC located at 200 Summit Lake Drive in Valhalla, New York, United States. With a range of certifications and designations including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®, Joseph Silva is equipped to provide expert financial advice tailored to individual needs. Whether you are planning for retirement, managing investments, or navigating complex financial situations, Joseph Silva has the knowledge and experience to help you make informed decisions. Contact Joseph Silva today for comprehensive financial planning services.
200 Summit Lake Drive Ste 210, Valhalla, NY 10595, United States -
Eric Traditi - Financial Advisor, Ameriprise Financial Services, LLC
● OpenEric Traditi is a Financial Advisor at Ameriprise Financial Services, LLC located at 100 Summit Lake Drive in Valhalla, New York, United States. Eric holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Eric's expertise in various areas of finance, including asset management, retirement planning, estate planning, investment management, and more. Whether you are a retiree, small business owner, or high net worth individual, Eric Traditi has the knowledge and skills to help you achieve your financial goals.
100 Summit Lake Drive Ste 150, Valhalla, NY 10595, United States -
Ann Herrero - Financial Advisor, Ameriprise Financial Services, LLC
● OpenAnn Herrero is a financial advisor at Ameriprise Financial Services, LLC located at 427 Bedford Road, Pleasantville, New York, United States. Ann Herrero holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Ann Herrero's expertise in various areas of finance including asset management, retirement planning, estate planning, and investment strategies. Clients can trust Ann Herrero to provide comprehensive and personalized financial advice tailored to their individual needs.
427 Bedford Rd Ste 110, Pleasantville, NY 10570, United States -
Shiva Bhashyam - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenShiva Bhashyam - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 399 Knollwood Road, White Plains, New York, United States. They offer a range of services and certifications to cater to the diverse financial needs of their clients. Some of the certifications they offer include AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications ensure that the advisors at Shiva Bhashyam are well-equipped to provide expert financial advice and planning tailored to the individual needs of their clients.
399 Knollwood Rd G10, White Plains, NY 10603, United States -
Aaron Morgenstern - Financial Advisor, Ameriprise Financial Services, LLC
● OpenAaron Morgenstern is a Financial Advisor at Ameriprise Financial Services, LLC, located at 100 Summit Lake Drive in Valhalla, New York, United States. Aaron holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Aaron's expertise in various aspects of financial planning, wealth management, estate planning, retirement planning, and more. Aaron is dedicated to providing personalized financial advice and solutions to help clients achieve their financial goals.
100 Summit Lake Drive Ste 150, Valhalla, NY 10595, United States -
Robert E Feighan - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenRobert E Feighan is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 100 Summit Lake Drive, Valhalla, New York, United States. He holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise in asset management, retirement planning, estate planning, investment management, and financial planning for individuals and small business owners. Robert E Feighan is committed to providing personalized and comprehensive financial advice to his clients, helping them achieve their financial goals and secure their financial future.
100 Summit Lake Drive Ste 150, Valhalla, NY 10595, United States -
David Diehl - Prudential Financial
● OpenDavid Diehl - Prudential Financial is a finance and insurance agency located at 360 Hamilton Avenue in White Plains, New York. With a focus on providing top-notch financial services and insurance products, the institution is dedicated to helping individuals and businesses achieve their financial goals and protect their assets. Their team of experienced professionals offers personalized solutions tailored to each client's unique needs. Whether you are looking to invest for the future, plan for retirement, or secure your family's financial future, David Diehl - Prudential Financial is committed to helping you every step of the way.
360 Hamilton Ave 9th Floor, White Plains, NY 10601, United States -
Sun Life Financial
● OpenSun 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 -
Ettinger Law Firm Elder Law Estate Planning
● OpenThe Ettinger Law Firm is a reputable institution specializing in elder law and estate planning. Located at 140 Grand Street in White Plains, New York, their team of experienced lawyers provide personalized legal services to help clients navigate the complexities of planning for the future. Whether you need assistance with wills, trusts, Medicaid planning, or long-term care issues, the Ettinger Law Firm has the expertise to guide you through every step of the process. Trustworthy and dedicated, they are committed to protecting your assets and ensuring your wishes are carried out according to your wishes.
140 Grand St # 410, White Plains, NY 10601, United States
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