TOP 30 Best Personal banking services in White Plains, New York
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Merrill Lynch Financial Advisor Jeffrey W. Chin
● ClosedMerrill Lynch Financial Advisor Jeffrey W. Chin, located at 360 Hamilton Avenue in White Plains, New York, offers personalized wealth management services to wealthy families and business owners. With 23 years of experience in the financial services industry, Jeffrey holds the designations of Chartered Financial Analyst and Certified Plan Fiduciary Advisor. His team takes a comprehensive approach to managing wealth, starting with understanding the client's financial situation, family, and goals. They offer customized wealth management solutions that can adapt to changing market conditions. By leveraging the investment insights of Merrill and the banking convenience of Bank of America, Jeffrey and his team help clients address various aspects of their financial lives. Their mission is to deliver excellent service and assist clients in pursuing their financial goals. With Merrill Personal Wealth Analysis™, they can build and document personalized plans centered on the client's goals. The team is committed to building strong client relationships based on trust and personalized service, helping clients achieve what matters most to them.
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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.
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Merrill Lynch Financial Advisor Jaime Goodman
● ClosedMerrill Lynch Financial Advisor Jaime Goodman, located at 360 Hamilton Avenue, White Plains, New York, United States, offers access to a wide range of investment solutions from Merrill and banking products from Bank of America. Their mission is to understand each client's individual needs and goals in order to create a personalized financial plan that helps manage investment risk and pursue financial goals. By utilizing the Investment Personality Assessment, they tailor their approach to each client's unique preferences and aspirations. With a focus on providing timely insights on market trends and global economy, Merrill Lynch Financial Advisor Jaime Goodman aims to help clients make informed decisions as they work towards achieving their financial goals.
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Pickwick Capital Partners, LLC
● ClosedPickwick Capital Partners, LLC is a finance institution located at 445 Hamilton Avenue in White Plains, New York. As a leading investment firm, Pickwick Capital Partners specializes in providing strategic financial solutions to a diverse range of clients. With a team of experienced professionals, they offer personalized services to help individuals and businesses achieve their financial goals. Whether you are looking to invest, raise capital, or navigate complex financial transactions, Pickwick Capital Partners is dedicated to delivering top-tier expertise and exceptional service.
445 Hamilton Ave #1102, White Plains, NY 10601, United StatesAdvertisements -
Tompkins Financial Advisors
● OpenTompkins Financial Advisors is a leading finance institution located at 10 Bank Street in White Plains, New York, United States. With a team of experienced financial experts, they offer a wide range of services including investment management, retirement planning, estate planning, and more. Their personalized approach to financial planning helps clients achieve their goals and secure their financial future. Trust Tompkins Financial Advisors to provide expert guidance and support for all your financial needs.
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Merrill Lynch Financial Advisor Michael J Gorman
● ClosedMerrill Lynch Financial Advisor Michael J Gorman, located at 360 Hamilton Avenue, White Plains, New York, United States, offers access to a wide range of investment solutions from Merrill and banking products from Bank of America. This institution provides timely insights on market trends and the global economy to help clients stay on track with their financial goals. By understanding each client's unique financial picture, personalized wealth management strategies are created to help pursue their goals. The institution focuses on building relationships through conversations to identify and prioritize goals that matter most. With tools to track changes in clients' lives and goals, the institution aims to help clients make informed investment decisions that align with their aspirations. By offering access to the investment insights of Merrill and banking solutions from Bank of America, clients can develop a financial approach designed to address their needs. The mission of Merrill Lynch Financial Advisor Michael J Gorman is to understand each client and what matters most to them, providing personalized plans to help achieve financial goals and manage investment risk. With a focus on bringing fresh perspectives to clients' financial lives, the institution goes beyond the traditional role of an advisor to help clients make informed decisions as they pursue their goals.
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Merrill Lynch Financial Advisor Christopher R Fleming
● ClosedMerrill Lynch Financial Advisor Christopher R Fleming, located at 360 Hamilton Avenue, White Plains, New York, United States, is dedicated to managing your wealth through a personalized approach tailored to your goals and priorities. With access to the investment insights of Merrill and the banking solutions of Bank of America, Christopher Fleming can help you navigate the ever-changing market conditions and create a strategy that aligns with your financial aspirations. As a Certified Financial Planner, Christopher Fleming is registered to do business in multiple states and is committed to understanding your unique financial situation and what matters most to you and your family. By conducting a Merrill Personal Wealth Analysis™, he can build a personalized plan centered on your goals and focused on helping you achieve what matters most to you.
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Merrill Lynch Financial Advisor Robert J Tarpey
● ClosedMerrill Lynch Financial Advisor Robert J Tarpey is a finance institution located at 360 Hamilton Avenue, White Plains, New York, United States. The institution focuses on building personalized relationships with clients to help them identify and prioritize their financial goals. By listening and understanding each client's unique needs, the advisors at Merrill Lynch aim to create customized financial approaches that align with their aspirations. Drawing upon behavioral finance research, Merrill Lynch offers an Investment Personality Assessment to gain a deeper understanding of how clients think and feel about investing. This assessment helps in developing tailored financial strategies that can help clients pursue their goals effectively. The institution believes in regularly updating and revisiting financial approaches to reflect changes in clients' lives and the market.
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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.
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Kirshenbaum & Urban, LLP
● ClosedKirshenbaum & Urban, LLP is a reputable accounting and finance institution located at 10 Bank Street in White Plains, New York, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses. From tax preparation and auditing to financial planning and consulting, Kirshenbaum & Urban, LLP is dedicated to helping their clients achieve their financial goals. Their commitment to excellence and personalized service sets them apart as a trusted partner in the financial industry.
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Matthew Lederman, MD
● OpenMatthew Lederman, MD is a renowned reproductive endocrinologist and infertility specialist located at 311 North Street in White Plains, New York. Dr. Lederman is board-certified and serves as an Assistant Clinical Professor at the Icahn School of Medicine at Mount Sinai. He is known for his compassionate care, dedication to patients, and clinical expertise in areas such as obstetrics, gynecology, and reproductive endocrinology. Dr. Lederman is the Practice Director of RMA of New York at CareMount and the Tissue Bank Director of RMA of New York – Mount Kisco. He has extensive experience in treating various fertility issues, including unexplained infertility, recurrent pregnancy loss, in vitro fertilization, egg freezing, and fertility preservation for cancer patients. Dr. Lederman sees patients at both the Mount Kisco and White Plains offices.
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Stifel
● OpenStifel is a renowned finance institution located at 4 West Red Oak Lane in White Plains, New York, United States. With a strong reputation for providing top-notch financial services, Stifel offers a wide range of investment and wealth management solutions to its clients. Whether you are looking for assistance with retirement planning, investment strategies, or asset management, Stifel's team of experienced professionals is dedicated to helping you achieve your financial goals. Visit Stifel today to learn more about how they can help you secure your financial future.
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Trivium Point Advisory
● ClosedTrivium Point Advisory, located at 41 Pinelawn Road in Melville, New York, is a finance institution that is excited to welcome Paradigm Financial Partners and Lyons & Lyons, CPAs to their team. They specialize in connecting people, processes, and finances to provide essential financial strategies through wealth management, tax and accounting, and business advisory services all under one roof. Dedicated to individuals seeking an experienced and central advisor for their financial needs, Trivium Point Advisory offers a specialized experience that combines wealth management, accounting, and business advisory services for those who value financial stewardship. Their goal is to help clients understand their numbers and create a personalized financial roadmap to work towards their financial goals.
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Frank Sisti
● OpenFrank Sisti is a reputable finance institution located at 520 White Plains Road in Tarrytown, New York, United States. With a strong commitment to providing top-notch financial services, Frank Sisti offers a wide range of financial solutions to meet the needs of individuals and businesses alike. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, the experienced professionals at Frank Sisti are dedicated to helping you achieve your financial goals. Trust Frank Sisti for all your financial needs in Tarrytown, New York.
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Orix Financial
● ClosedOrix Financial is a leading finance institution located at 520 White Plains Road in Tarrytown, New York, United States. Specializing in a wide range of financial services, Orix Financial offers expert advice and tailored solutions to help individuals and businesses achieve their financial goals. With a team of experienced professionals and a commitment to customer satisfaction, Orix Financial is trusted by clients for its reliable and efficient financial services. Visit Orix Financial today to explore your financial options and secure your financial future.
520 White Plains Rd, Tarrytown, NY 10591, United States -
Merrill Lynch Financial Advisor Camille Forde
● ClosedMerrill Lynch Financial Advisor Camille Forde is a finance institution located at 360 Hamilton Avenue, White Plains, New York, United States. Camille Forde focuses on managing your wealth by creating personalized strategies that adapt to changing market conditions. By providing access to investment insights from Merrill and banking solutions from Bank of America, Camille Forde helps clients pursue their financial goals through personalized wealth management strategies. As a Merrill Lynch Wealth Management Advisor, Camille Forde believes in building strong relationships with clients by understanding their goals, priorities, and life changes. Through the Merrill Personal Wealth Analysis™, a personalized plan is created centered on the client's aspirations and focused on achieving what matters most to them.
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Merrill Lynch Financial Advisor Charles E. Branch
● ClosedMerrill 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.
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Merrill Lynch Financial Advisor Daniel P Tarpey
● ClosedMerrill Lynch Financial Advisor Daniel P Tarpey is a finance institution located at 360 Hamilton Avenue, White Plains, New York, United States. The institution focuses on starting relationships with conversations to help clients identify and prioritize their financial goals. They believe in achieving financial success by making personalized investment decisions that align with clients' aspirations. Through the Investment Personality Assessment, they gain a deeper understanding of clients' investing preferences to customize financial approaches. The institution offers tools to track changes in clients' lives and goals to reflect in their financial strategies. With access to Merrill's investment insights and Bank of America's banking solutions, they work with clients to develop an approach tailored to their financial needs. The team, supported by Merrill's global resources, is dedicated to building strong client relationships based on trust and personalized service. Merrill Personal Wealth Analysis™ helps build and document personalized plans centered on clients' goals. Regular check-ins and adjustments to financial approaches ensure clients stay on track to achieve their objectives. By getting to know clients personally and understanding their priorities, the institution offers financial approaches that reflect their unique needs and personalities. The advisors at Merrill Lynch Wealth Management help clients navigate financial complexities and build customized investment strategies to reach their goals. The institution puts clients first, providing dedicated one-on-one relationships and personalized investment strategies. They offer the latest investment insights, tips, and strategies to help clients live their best financial lives.
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Markston International LLC
● OpenMarkston International LLC is a leading finance institution located at 445 Hamilton Avenue in White Plains, New York, United States. With a strong reputation for excellence in the financial industry, Markston International LLC offers a wide range of financial services to individuals and businesses. From investment management to financial planning, their team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your wealth or secure your financial future, Markston International LLC is committed to providing personalized solutions tailored to your specific needs. Visit their office in White Plains today to learn more about how they can help you achieve financial success.
445 Hamilton Ave #407, White Plains, NY 10601, United StatesAdvertisements -
Merrill Lynch Financial Advisor Loren F. Ward
● ClosedLynch 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.
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Merrill Lynch Financial Advisor Daniel Goldsmith
● ClosedMerrill 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.
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Merrill Lynch Financial Advisor Judith L Werbitt
● ClosedLynch 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.
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Post Broadway Associates
● OpenWelcome to Post Broadway Associates, your trusted partner in finance and postal services, conveniently located at 55 Church Street, White Plains, New York. Serving the community with dedication and expertise, we offer a comprehensive range of financial solutions tailored to meet your unique needs. Whether you're seeking expert financial advice, planning for your future, or managing your current assets, our experienced team is here to assist you every step of the way. In addition to our financial services, we also operate as a full-service post office, providing you with reliable and efficient mailing and shipping solutions. From sending packages to managing your postal needs, our friendly staff is committed to ensuring your experience is seamless and satisfactory.
55 Church Street, White Plains, New York 10601, United States -
Innovus Inc
● OpenWelcome to Innovus Inc, your trusted partner in financial services located in the heart of Tarrytown, New York. Situated at 670 White Plains Road, Innovus Inc offers a comprehensive range of ATM and finance solutions designed to meet the diverse needs of our community. Our commitment to innovation and customer satisfaction sets us apart as a leader in the financial services industry. At Innovus Inc, we understand the importance of accessibility and convenience, which is why our state-of-the-art ATM services are available to ensure you can manage your finances effortlessly. Whether you need to withdraw cash, check your balance, or perform other essential transactions, our reliable ATMs are here to serve you 24/7.
670 White Plains Road, Tarrytown, New York 10591, United States -
ATM
● OpenWelcome to ATM at 190 Aqueduct Road, White Plains, New York 10607! Conveniently located in the heart of White Plains, our ATM facility offers a seamless banking experience for all your financial needs. Whether you're looking to withdraw cash, check your account balance, or perform other essential banking transactions, our state-of-the-art ATM is designed to provide quick and secure service. At our location, we prioritize your convenience and safety, ensuring that our ATM is accessible 24/7, so you can manage your finances at any time that suits you. Our machine is equipped with the latest security features to protect your personal information and provide peace of mind during your transactions.
190 Aqueduct Road, White Plains, New York 10607, United StatesAdvertisements -
Citi ATM
● OpenWelcome to Citi ATM, conveniently located at 407 Tarrytown Road, White Plains, New York 10607. As a trusted financial service provider, we are dedicated to offering you easy and secure access to your banking needs. Whether you need to withdraw cash, check your account balance, or manage your finances on the go, our state-of-the-art ATM is available 24/7 for your convenience. At Citi ATM, we prioritize your financial security and ensure a seamless banking experience. Visit us today and discover the ease of banking with Citi ATM in White Plains.
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Chase ATM
● OpenWelcome to Chase ATM, conveniently located at 409 Tarrytown Road, White Plains, New York 10607. As a part of JPMorgan Chase & Co., we are committed to providing exceptional financial services to meet your personal and business needs. Our Chase ATM offers a wide range of services to make your banking experience seamless and efficient. Whether you need to withdraw cash, check your account balance, or deposit funds, our ATM is accessible 24/7 for your convenience.
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Attwp Federal Credit Union
● OpenWelcome to Attwp Federal Credit Union, your trusted financial partner located at 177 Hillside Avenue, White Plains, New York 10607. As a dedicated financial institution, we offer a comprehensive range of services tailored to meet your personal and business banking needs. Our convenient ATM services ensure you have easy access to your funds whenever you need them. At Attwp Federal Credit Union, we pride ourselves on providing exceptional customer service and personalized financial solutions. Whether you're looking to manage your savings, secure a loan, or simply access everyday banking services, our team is here to assist you with professionalism and care. Visit us today and experience the difference of banking with a community-focused credit union.
177 Hillside Avenue, White Plains, New York 10607, United StatesAdvertisements -
Citibank ATM
● OpenWelcome to the Citibank ATM located at 237 Martine Avenue, White Plains, New York 10601. Conveniently situated in the heart of White Plains, our ATM provides easy access to your Citibank accounts and financial services. Whether you need to withdraw cash, check your account balance, or transfer funds, our user-friendly ATM is available 24/7 to meet your banking needs. With a commitment to security and efficiency, Citibank ensures a seamless banking experience every time you visit. Stop by and take advantage of our reliable financial services at your convenience.
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Citizens ATM
● OpenWelcome to Citizens ATM, your convenient and reliable financial partner located at 154 Westchester Avenue, White Plains, New York 10604. As a trusted provider of automated teller machine services, we are dedicated to offering you easy access to your finances whenever you need it. Whether you're withdrawing cash, checking your account balance, or managing your finances, our state-of-the-art ATMs are designed to provide a seamless and secure experience. Situated in the heart of White Plains, Citizens ATM is committed to ensuring your financial transactions are smooth and hassle-free. Visit us today and experience the convenience and efficiency of our services. Your financial needs are our priority at Citizens ATM.
154 Westchester Avenue, White Plains, New York 10604, United States
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