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TOP 30 Personal finance expert in White Plains, NY
165 results found
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Laura I. Rotter, CFA, CFP™, MBA, Financial Advisor - White Plains, NY
Laura I. Rotter, CFA, CFP™, MBA, Financial Advisor is a reputable finance institution located in White Plains, NY. With a strong background in finance, including the prestigious designations of Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP), as well as a Master of Business Administration (MBA), Laura I. Rotter provides expert financial advice and guidance to clients. The institution is dedicated to helping individuals and businesses in the Harrison, New York area achieve their financial goals and secure their financial futures. Located at 500 Mamaroneck Avenue, this institution is a trusted partner in wealth management, investment planning, and financial planning services.
La Oficina Hispana de White Plains I Tax y Contabilidad
La Oficina Hispana de White Plains I Tax y Contabilidad is a trusted institution located at 151 East Post Road in White Plains, New York. Specializing in accounting and finance services, this local government office provides expert assistance to individuals and businesses in managing their taxes and financial records. Whether you need help with tax preparation, bookkeeping, or financial planning, the knowledgeable team at La Oficina Hispana is dedicated to providing top-notch service with a focus on the Hispanic community. Visit them today for all your accounting and financial needs.
White Plains Same Day Apostille
White Plains Same Day Apostille is a finance institution located at 245 Westchester Avenue in Port Chester, New York. We specialize in providing expedited apostille services for documents such as birth certificates, marriage licenses, and business certificates. Our team of experts ensures that your documents are authenticated and legalized in a timely manner, allowing you to meet your international business or personal needs with ease. Trust White Plains Same Day Apostille for efficient and reliable document legalization services.
White Plains Financial Services
White Plains Financial Services is a leading finance institution located at 705 East 227th Street in New York, United States. Our experienced team of financial experts is dedicated to providing top-notch services to our clients, including investment management, financial planning, and wealth management. We strive to help individuals and businesses achieve their financial goals through personalized strategies and innovative solutions. Visit us today to learn more about how we can help you secure your financial future.
Dr. David Hanswirth
Dr. David Hanswirth is a reputable dentist located at 30 Lake Street in White Plains, New York. With a focus on providing top-notch dental care and promoting overall health and wellness, Dr. Hanswirth and his team offer a range of services including routine cleanings, fillings, crowns, and cosmetic dentistry. Patients can expect personalized care in a comfortable and welcoming environment. Whether you are in need of a routine check-up or more extensive dental work, Dr. David Hanswirth is dedicated to helping you achieve a healthy and beautiful smile.
SCORE
SCORE is a finance institution located at 100 Martine Avenue in White Plains, New York, United States. Our volunteers are experienced entrepreneurs, corporate managers, and executives who offer their expertise to help small business professionals start, develop, and grow their businesses. If you're interested in becoming a mentor, we welcome you to join us. We are excited to announce the National Small Business Week Virtual Summit, hosted by the U.S. Small Business Administration and SCORE on April 30 – May 1, 2024. This event will provide educational webinars, business resources, networking opportunities, and guidance from SCORE mentors.
Keystone Financial Advisors
Keystone Financial Advisors is a leading finance institution located at 50 Main Street in White Plains, New York, United States. Our team of experienced financial advisors is dedicated to providing personalized and comprehensive financial planning services to help clients achieve their financial goals. Whether you are looking to invest for the future, plan for retirement, or navigate complex financial decisions, Keystone Financial Advisors is here to help. Contact us today to schedule a consultation and take the first step towards securing your financial future.
Hunter Financial Advisors, Inc.
Hunter Financial Advisors, Inc. is a reputable finance institution located at 120 White Plains Road in Tarrytown, New York. With a team of experienced financial advisors, they specialize in providing personalized financial planning and investment management services to help clients achieve their financial goals. Whether you are looking to plan for retirement, save for your child's education, or grow your wealth, Hunter Financial Advisors, Inc. can provide expert guidance and support every step of the way. Trust in their expertise and dedication to help you secure your financial future.
Landau Advisory
Landau Advisory is a leading finance institution located at 81 Main Street in White Plains, New York. Our team of financial experts provides tailored advisory services to help individuals and businesses achieve their financial goals. With a focus on personalized solutions and strategic planning, Landau Advisory is committed to guiding our clients towards financial success. Whether you are looking to invest, plan for retirement, or manage your assets, our experienced professionals are here to assist you every step of the way. Trust Landau Advisory to navigate the complexities of the financial world and secure your financial future.
Clarfeld Financial Advisors
Clarfeld Financial Advisors is a premier finance institution located at 520 White Plains Road in Tarrytown, New York. With a commitment to providing personalized financial solutions, Clarfeld Financial Advisors offers a wide range of services to help clients achieve their financial goals. From investment planning to retirement strategies, their team of experienced professionals is dedicated to helping individuals and families navigate the complexities of the financial world. Trust Clarfeld Financial Advisors to provide expert guidance and support as you work towards a secure financial future.
Edelman Financial Engines
Edelman Financial Engines is a renowned finance institution located at 10 Bank Street in White Plains, New York, United States. With a strong reputation for providing expert financial advice and services, Edelman Financial Engines is committed to helping individuals and families achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, the experienced professionals at Edelman Financial Engines are dedicated to providing personalized solutions tailored to your unique needs. Trust in Edelman Financial Engines to guide you towards a secure financial future.
Merrill Lynch Financial Advisor Susan M Condit
Merrill Lynch Financial Advisor Susan M Condit is a dedicated financial institution located at 360 Hamilton Avenue in White Plains, New York, United States. Susan Condit follows a disciplined process to understand each client's needs, concerns, and priorities, holding the title of Senior Financial Advisor. She is passionate about delivering excellent service and is actively involved in volunteering in the community. The institution offers personalized financial planning through Merrill Personal Wealth Analysis™, focusing on the client's goals and priorities. With a focus on family, goals, and priorities that may change over time, Susan Condit works closely with clients to develop personalized financial strategies. By utilizing the Investment Personality Assessment, clients can gain a deeper understanding of their investing preferences and work towards achieving their financial goals. The institution offers ongoing support to help clients stay on track and adjust their financial approach as needed. With a commitment to understanding each client personally, Susan Condit strives to help clients achieve their financial goals through a customized investment approach. Merrill Lynch Wealth Management Advisors provide comprehensive financial solutions tailored to address each client's needs and goals. The institution puts clients first, offering one-on-one relationships with dedicated advisors to guide them through their financial journey. With a focus on personalized investment strategies and access to financial solutions from Bank of America, clients can benefit from a collaborative approach to financial planning. Susan Condit is registered to do business in several states and offers insights, tips, and strategies to help clients live their best financial life. It is important to note that investing involves risk and clients should consult with legal and tax advisors before making financial decisions. Merrill Lynch offers a range of services, including brokerage, investment advisory, and financial planning, with important differences between each service. Clients can speak with their Merrill financial advisor to learn more about these services and determine the best approach for their financial needs.
Merrill Lynch Financial Advisor James R Clark
Merrill Lynch Financial Advisor James R Clark, located at 360 Hamilton Avenue in White Plains, New York, is a prestigious finance institution dedicated to providing exemplary client service. James Clark, a qualified Portfolio Manager, was named to the 2023 Forbes “Top Next Generation Wealth Advisors Best in State” list for his passion in delivering excellent service. With a focus on personalized financial planning, James follows a disciplined process that begins with understanding each client's unique goals and priorities. The institution offers the Merrill Personal Wealth Analysis™ to help clients build a personalized plan centered on their objectives. By collaborating with a team of specialists, they create customized strategies to reflect clients' aspirations for themselves and future generations. The Investment Personality Assessment helps tailor financial approaches to align with clients' investing preferences. With a commitment to putting clients first, Merrill Lynch Wealth Management Advisors provide comprehensive financial solutions to help clients achieve their goals. James Clark is registered to do business in multiple states and holds the Chartered Retirement Planning Counselor designation.
Merrill Lynch Financial Advisor John Van Steen
Merrill Lynch Financial Advisor John Van Steen is a reputable finance institution located at 360 Hamilton Avenue in White Plains, New York, United States. With years of experience in the financial industry, John Van Steen provides expert advice and personalized financial solutions to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Merrill Lynch Financial Advisor John Van Steen is dedicated to providing top-notch service and guidance to help you navigate the complexities of the financial world.
Paul Williams Financial
Paul Williams Financial is a renowned finance institution located at 1 City Place in the bustling city of White Plains, New York. With a team of experienced professionals, we offer a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or wealth management, our experts are dedicated to providing personalized solutions tailored to your specific needs. Trust Paul Williams Financial to guide you towards a secure financial future.
1879 Advisors
1879 Advisors is a leading finance institution located at 445 Hamilton Avenue in White Plains, New York. With a strong track record of success since its establishment, 1879 Advisors offers a wide range of financial services to individuals and businesses alike. Their team of experienced advisors provides expert guidance and personalized solutions to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, 1879 Advisors is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
Merrill Lynch Financial Advisor Christina J. Chin
Merrill Lynch Financial Advisor Christina J. Chin is located at 360 Hamilton Avenue in White Plains, New York. The team at this finance institution is dedicated to understanding your values and helping you achieve your financial goals. Christina Chin, a Financial Advisor and Senior Portfolio Advisor, works with a diverse range of clients to create customized wealth management strategies. She believes in the importance of communication and building strong client relationships. With a focus on small business owners, Christina can help manage both personal and business finances. She holds various certifications and licenses, and is committed to continually monitoring financial progress and revising portfolios as needed. By utilizing tools such as Merrill Personal Wealth Analysis™ and the Investment Personality Assessment, Christina and her team can help you create a personalized financial plan tailored to your goals and priorities. Whether you are planning for retirement, saving for a major purchase, or passing on wealth to future generations, Merrill Lynch Financial Advisor Christina J. Chin can help you navigate the complexities of your financial life.
Merrill Lynch Financial Advisor Adam Schur
Merrill Lynch Financial Advisor Adam Schur is a finance institution located at 360 Hamilton Avenue in White Plains, New York, United States. Specializing in providing personalized financial advice and investment strategies, Adam Schur and his team offer expert guidance to help clients achieve their financial goals. With a focus on building long-term relationships and delivering exceptional service, Merrill Lynch Financial Advisor Adam Schur is dedicated to helping individuals and families navigate the complexities of the financial world with confidence and peace of mind.
Martone Capital Management
Martone Capital Management is a leading finance institution located at 50 Main Street in White Plains, New York. Our team of experienced professionals specializes in providing personalized investment management services to help our clients achieve their financial goals. With a strong track record of success, we offer a range of investment strategies tailored to meet the unique needs of each individual client. Trust Martone Capital Management to provide expert guidance and support as you navigate the complexities of the financial markets.
HLSservices, LLC
HLSservices, LLC is a finance institution located at 75 South Broadway in White Plains, New York, United States. We specialize in providing a wide range of financial services to individuals and businesses, including investment management, financial planning, and wealth management. Our team of experienced professionals are dedicated to helping our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how we can help you reach your financial goals.
Vista Wealth Management - UBS Financial Services Inc.
Vista Wealth Management - UBS Financial Services Inc. is a leading financial institution located in White Plains, New York. With a prime location at 709 Westchester Avenue, this institution offers top-notch wealth management services to clients in the United States. Specializing in finance, Vista Wealth Management provides expert guidance and personalized strategies to help individuals and businesses achieve their financial goals. With a team of experienced professionals, cutting-edge technology, and a commitment to excellence, Vista Wealth Management - UBS Financial Services Inc. is a trusted partner for those seeking to secure their financial future.
Merrill Lynch Financial Advisor Robin M Ely
Merrill Lynch Financial Advisor Robin M Ely is a trusted financial institution located at 360 Hamilton Avenue in White Plains, New York. As a reputable finance advisor, Robin M Ely provides expert guidance and personalized financial solutions to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Merrill Lynch Financial Advisor Robin M Ely is committed to providing top-notch financial services to individuals and businesses in the United States.
Merrill Lynch Financial Advisor Arthur Pasternak
Merrill Lynch Financial Advisor Arthur Pasternak is a reputable finance institution located at 360 Hamilton Avenue in White Plains, New York, United States. With a strong focus on providing expert financial advice and guidance, Arthur Pasternak and his team offer personalized solutions to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Merrill Lynch Financial Advisor Arthur Pasternak is here to help you navigate the complex world of finance with confidence.
TIAA Financial Services
TIAA Financial Services is a leading financial institution located at 4 Westchester Park Drive in White Plains, New York. As a trusted bank, finance, and insurance agency, TIAA offers a wide range of financial services to help individuals and businesses achieve their financial goals. With a strong reputation for reliability and customer service, TIAA is committed to providing personalized solutions and expert guidance to help clients navigate the complex world of finance. Whether you're looking for banking services, investment advice, or insurance coverage, TIAA Financial Services has you covered. Visit their office in White Plains to learn more about how they can help you secure your financial future.
Trivium Point Advisory
Trivium Point Advisory is a financial institution located at 711 Westchester Avenue in White Plains, New York. We are excited to announce that we have welcomed Paradigm Financial Partners and Lyons & Lyons, CPAs to our team. At Trivium, we focus on creating a connection between people, processes, and finances, providing our clients with essential financial strategies through wealth management, tax and accounting, and business advisory services all in one place. Our dedicated team at Trivium Point Advisory is committed to serving individuals who are looking for a central advisor for their financial needs. We offer a unique experience by combining wealth management, accounting, and business advisory services for those who value financial stewardship. We are here to help you understand your numbers and create a personalized financial roadmap to help you reach your goals.
Corporate Plans Retirement Strategies, LLC
Corporate Plans Retirement Strategies, LLC is a finance institution located in White Plains, New York, United States. We specialize in creating personalized retirement strategies for corporate clients, helping them achieve their financial goals and secure a comfortable future. Our team of experienced professionals offers expert guidance and tailored solutions to ensure our clients are well-prepared for retirement. Trust Corporate Plans Retirement Strategies, LLC to provide comprehensive financial planning and investment strategies to help you plan for a secure and prosperous retirement.
Wealth Habits
Wealth 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.
Merrill Lynch Financial Advisor Michael J. Woolfolk
Merrill Lynch Financial Advisor Michael J. Woolfolk is located at 360 Hamilton Avenue, White Plains, New York, United States. Specializing in finance, Michael provides investment, retirement, and wealth management advice to individuals in the Greater New York City area. With a PhD in finance and 20 years of experience as a Wall Street strategist, Michael offers unique insights into today's financial markets and complex products. He is dedicated to helping high-net worth individuals, families, and small business owners navigate the various products and strategies available to meet their financial goals. Committed to community involvement, Michael volunteers with local organizations and believes in building personalized financial plans centered around clients' goals and priorities. By utilizing the Merrill Personal Wealth Analysis™ tool, Michael helps clients create tailored plans to achieve their financial aspirations. With a focus on understanding clients' changing needs and goals, Michael offers personalized financial strategies to help manage, grow, and preserve wealth. Through ongoing communication and adjustments to financial approaches, Michael aims to help clients stay on track to achieve their financial objectives. As a Merrill Lynch Wealth Management Advisor, Michael works closely with clients to develop customized investment approaches and provide comprehensive financial solutions. With a commitment to prioritizing clients' needs and goals, Michael aims to help individuals achieve financial success and live their best financial life.
The Portfolio Strategy Group
The 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.
M2O Private Fund Advisors LLC
M2O Private Fund Advisors LLC is a finance institution located at 1 North Lexington Avenue in White Plains, New York, United States. Specializing in private fund advising, M2O offers expert financial guidance and investment strategies tailored to each client's unique needs and goals. With a team of experienced professionals, M2O Private Fund Advisors LLC is dedicated to helping individuals and businesses achieve financial success and security.
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