Personal finance tips in White Plains, New York
40 results found
Search for local businesses, places and services near you
- United States
- Alabama
- Alaska
- Arizona
- Arkansas
- California
- Colorado
- Connecticut
- Delaware
- Florida
- Georgia
- Hawaii
- Idaho
- Illinois
- Indiana
- Iowa
- Kansas
- Kentucky
- Louisiana
- Maine
- Maryland
- Massachusetts
- Michigan
- Minnesota
- Mississippi
- Missouri
- Montana
- Nebraska
- Nevada
- New Hampshire
- New Jersey
- New Mexico
- New York
- North Carolina
- North Dakota
- Ohio
- Oklahoma
- Oregon
- Pennsylvania
- Rhode Island
- South Carolina
- South Dakota
- Tennessee
- Texas
- Utah
- Vermont
- Virginia
- Washington
- West Virginia
- Wisconsin
- Wyoming
- Ukraine
- United Kingdom
- Italy
- Poland
- Australia
- Spain
- New Zealand
- France
- Germany
- Ireland
-
Hanswirth Dentistry
● ClosedHanswirth Dentistry is a premier dental institution located at 30 Lake Street in White Plains, New York, United States. Our team of highly skilled dentists and doctors are dedicated to providing top-quality dental care and promoting overall health and wellness. From routine cleanings to complex procedures, we offer a wide range of services to meet the needs of our patients. With state-of-the-art technology and a compassionate approach, Hanswirth Dentistry is committed to helping you achieve a healthy, beautiful smile.
Advertisements -
Dr. David Hanswirth
● ClosedDr. 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.
Advertisements -
Fox Financial Services Inc
● ClosedFox Financial Services Inc is a leading finance institution located at 5 Waller Avenue in White Plains, New York, United States. We specialize in providing a wide range of financial services to individuals and businesses, including investment management, retirement planning, and wealth preservation strategies. Our team of experienced financial advisors is 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 navigate the complexities of the financial world.
Advertisements -
Merrill Lynch Financial Advisor Susan M Condit
● ClosedMerrill 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.
Advertisements -
Merrill Lynch Financial Advisor James R Clark
● ClosedMerrill 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.
Advertisements -
Paul Williams Financial
● OpenPaul 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.
Advertisements -
Merrill Lynch Financial Advisor Christina J. Chin
● ClosedMerrill 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.
Advertisements -
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.
Advertisements -
Jennings Financial Advisory Corp
● ClosedJennings Financial Advisory Corp is a reputable institution located at 214 Mamaroneck Avenue in White Plains, New York, United States. Specializing in finance, insurance, and real estate services, they offer expert advice and guidance to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Jennings Financial Advisory Corp is dedicated to providing personalized solutions tailored to each client's unique needs. Whether you are looking to invest, protect your assets, or buy/sell property, they are committed to helping you make sound financial decisions. Visit their office today to learn more about their comprehensive services.
Advertisements -
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.
Advertisements -
Gabriella DelMonaco - Financial Advisor, Ameriprise Financial Services, LLC
● OpenGabriella DelMonaco is a highly experienced financial advisor at Ameriprise Financial Services, LLC, located at 50 Main Street in White Plains, New York. With a strong commitment to helping clients achieve their financial goals, Gabriella provides personalized financial planning and investment advice tailored to each individual's unique needs and circumstances. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Gabriella DelMonaco can help you navigate the complexities of the financial world and make informed decisions for a secure financial future. Contact her today to schedule a consultation and take the first step towards financial success.
50 Main St Suite 1560, White Plains, NY 10606, United StatesAdvertisements -
Annamarie Lewis - Prudential Financial
● OpenAnnamarie Lewis - Prudential Financial is a finance and insurance agency located at 360 Hamilton Avenue in White Plains, New York. With a focus on providing comprehensive financial planning and insurance services, our experienced team is dedicated to helping clients achieve their financial goals and protect their assets. Whether you are looking to invest for the future, plan for retirement, or secure insurance coverage, Annamarie Lewis - Prudential Financial is here to provide expert guidance and personalized solutions. Visit us today to learn more about how we can help you secure your financial future.
Advertisements -
Dilapi & Co
● ClosedDilapi & Co is a reputable accounting and finance institution located at 399 Knollwood Road in White Plains, New York. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and auditing. Their commitment to excellence and personalized approach sets them apart from other firms in the industry. Whether you are an individual or a business in need of financial guidance, Dilapi & Co is the trusted partner you can rely on.
Advertisements -
Get Help Tax & Bookkeeping
● ClosedGet Help Tax & Bookkeeping is a reliable and professional institution located at 333 Mamaroneck Avenue in White Plains, New York. Specializing in accounting and finance, we offer tax preparation services for individuals and small business owners in all 50 states. Our team includes Enrolled Agents, federally licensed tax professionals who can represent taxpayers before the IRS. Enrolled Agents have the same rights as CPAs and can assist with federal and state tax issues, including audits and property liens. With our secure online portal, you can easily upload your documents for efficient and accurate tax filing. Trust Get Help Tax & Bookkeeping for all your tax and bookkeeping needs.
Advertisements -
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.
Advertisements -
The K2 Team
● ClosedThe K2 Team, located at 399 Knollwood Road in White Plains, New York, is a finance institution specializing in mortgage and home financing services. As part of Quintessential Mortgage Group, we have over 50 years of industry experience and have been ranked as a top 10 mortgage broker in the country. Our award-winning team is dedicated to providing exceptional customer service and personalized support throughout the mortgage process. Whether you are buying a new home, refinancing, or tapping into your home equity, we are here to help you achieve your financial goals. Our wide range of mortgage products and tools, including the My QMG Home app, are designed to make the mortgage financing experience seamless and convenient for you. Loans are subject to credit, property, and underwriting approval by third-party mortgage lenders. We are licensed in various states and are committed to transparency and compliance. Contact us today to explore our programs and get an estimation on your monthly payments.
Advertisements -
Franklin Allakpo New York Life
● OpenFranklin Allakpo New York Life is an insurance agency located at 120 White Plains Road in Tarrytown, New York. We specialize in providing a wide range of insurance products and services to meet the needs of individuals and families in the United States. Our team of experienced professionals is dedicated to helping clients protect their assets and plan for the future. Whether you are looking for life insurance, health insurance, or retirement planning services, we are here to assist you every step of the way. Visit us today to learn more about how Franklin Allakpo New York Life can help you secure your financial future.
120 White Plains Rd #601, Tarrytown, NY 10591, United StatesAdvertisements -
Cash Cred Pro
● ClosedCash Cred Pro is a finance institution located in White Plains, New York, United States. We specialize in providing various financial services such as loans, credit lines, and investment opportunities to individuals and businesses. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. With a focus on personalized service and tailored solutions, Cash Cred Pro is committed to providing the highest level of financial assistance to our valued customers. Visit us today to see how we can help you manage your finances effectively.
75 South Broadway 4th Floor, White Plains, NY 10601, United StatesAdvertisements -
Lexco Wealth Management
● ClosedLexco Wealth Management is a leading finance institution located at 120 White Plains Road in Tarrytown, New York. Our team of experienced financial experts provides personalized wealth management services to help clients achieve their financial goals. From investment strategies to retirement planning, we offer comprehensive financial solutions tailored to each client's unique needs. Trust Lexco Wealth Management to guide you towards a secure financial future.
Advertisements -
Dr. Scott G. Asnis, DDS
● OpenDr. Scott G. Asnis, DDS is a reputable dental institution located at 1230 Mamaroneck Avenue in White Plains, New York, United States. Specializing in providing top-notch dental care, Dr. Asnis and his team are dedicated to ensuring the oral health and well-being of their patients. With a focus on preventive care, cosmetic dentistry, and restorative treatments, patients can expect personalized and compassionate care in a comfortable and welcoming environment. Whether you are in need of a routine check-up or more extensive dental work, Dr. Scott G. Asnis, DDS is committed to helping you achieve a healthy and beautiful smile.
Advertisements -
DHS & Co Inc
● ClosedDHS & Co Inc is a reputable accounting and finance institution located at 200 White Plains Road in Tarrytown, New York, United States. With a team of experienced professionals, DHS & Co Inc offers a wide range of financial services including tax preparation, auditing, financial planning, and consulting. Clients can trust DHS & Co Inc to provide expert advice and assistance with their financial needs.
200 White Plains Rd 1st floor, Tarrytown, NY 10591, United StatesAdvertisements -
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.
Advertisements -
De Caribe Tax Services Inc
● ClosedDe Caribe Tax Services Inc is a reputable accounting and finance institution located at 1408 White Plains Road in New York, United States. With a team of experienced professionals, they provide expert tax services to individuals and businesses in the local community. Whether you need assistance with tax preparation, bookkeeping, or financial planning, De Caribe Tax Services Inc is dedicated to helping you achieve your financial goals. Trustworthy and reliable, they are committed to providing top-notch services to ensure your financial success.
Advertisements -
Ambar Pharmacy
● ClosedAmbar Pharmacy is a trusted institution located at 2544A White Plains Road in New York, United States. We are a one-stop shop for all your finance, health, and pharmacy needs. Our store offers a wide range of prescription medications, over-the-counter drugs, vitamins, and health products to help you stay healthy and well. Our knowledgeable staff is dedicated to providing personalized service and expert advice to ensure you receive the best care possible. Visit Ambar Pharmacy today for all your healthcare needs.
Advertisements -
North Shore Advisory, Inc.
● ClosedNorth Shore Advisory, Inc. is a finance institution located at 399 Knollwood Road, White Plains, New York, United States. Their services include analyzing, reviewing, and fixing personal and business credit profiles, as well as providing valuable resources and information on establishing, improving, and maintaining credit. The experienced team of FICO Certified Professional credit experts at North Shore Advisory is dedicated to helping clients understand the rules of credit and achieve the best credit scores possible. Clients have praised the professionalism, courtesy, and speed with which their credit issues were resolved, leading to significant improvements in credit scores. With a focus on providing prompt and effective assistance, North Shore Advisory is highly recommended for those looking to manage and improve their credit.
Advertisements -
Ray Catena BMW of Westchester
● ClosedWelcome to Ray Catena BMW of Westchester, your premier destination for luxury vehicles and exceptional service in White Plains, New York. Conveniently located at 543 Tarrytown Road, our dealership offers a comprehensive selection of the latest BMW models, certified pre-owned vehicles, and a wide range of quality used cars to suit every lifestyle and budget. At Ray Catena BMW of Westchester, we pride ourselves on delivering a personalized experience for each of our customers. Our knowledgeable sales team is dedicated to helping you find the perfect vehicle that meets your needs and preferences. We also offer flexible financing options and expert advice to ensure that your car-buying process is smooth and stress-free.
Advertisements -
Bank of America
● OpenWelcome to Bank of America, located at 505 White Plains Road, Tarrytown, New York 10591. As a leading financial institution, we are committed to providing a comprehensive range of banking and financial services designed to meet your needs. Whether you're looking to manage your daily finances, invest with confidence, or navigate the complexities of substantial wealth, Bank of America is here to support you every step of the way. Our offerings include a variety of personal and business banking solutions, such as checking and savings accounts, credit cards, auto loans, and mortgage and home equity products. We also provide advanced investment and wealth management services through our partnership with Merrill Lynch, Pierce, Fenner & Smith Incorporated. With our innovative tools like the Security Center in Mobile and Online Banking, you can enhance your financial security and take proactive measures against fraud.
505 White Plains Road, Tarrytown, New York 10591, United StatesAdvertisements -
PCSB Bank - Silver Lake Branch
● ClosedWelcome to PCSB Bank - Silver Lake Branch, your trusted partner in banking and financial services, conveniently located at 29 Taylor Square, Harrison, New York 10604. As a proud member of the local community, we are committed to providing personalized financial solutions tailored to meet the needs of individuals, families, and businesses in the area. At PCSB Bank - Silver Lake Branch, we offer a comprehensive range of banking services, including personal and business checking and savings accounts, loans, mortgages, and investment opportunities. Our team of dedicated professionals is here to assist you with expert financial advice and exceptional customer service.
Advertisements -
TD Bank
● ClosedWelcome to TD Bank, conveniently located at 285 Mamaroneck Avenue in White Plains, New York. As your local bank and financial services provider, we are committed to helping you achieve your financial goals. At TD Bank, you’ll work with a dedicated Relationship Manager and a team of wealth professionals who can offer personalized advice on private banking, credit, investment, and financial planning needs. We understand that life doesn’t always fit into a 9-to-5 schedule, which is why we operate on human hours—early mornings, late evenings, and weekends—so you can bank when it suits you best. Whether you’re stopping by for an instant debit card, opening a new savings account, or simply enjoying our complimentary lollipops and dog biscuits, we’re here to assist you with all your banking needs.
Advertisements -
Webster Bank
● ClosedWelcome to Webster Bank, your trusted financial partner conveniently located at 146 Mamaroneck Avenue, White Plains, New York. As a leading provider of banking and financial services, we are committed to helping our community achieve their financial goals with ease and confidence. Whether you're looking to manage your personal finances, plan for the future, or grow your business, our dedicated team is here to provide personalized solutions tailored to your needs. At Webster Bank, we offer a comprehensive range of services including personal and business banking, loans, mortgages, and investment advice. Our state-of-the-art ATMs and online banking platform ensure that you can access your accounts and manage your finances anytime, anywhere.
Advertisements
People also searched for:
- Dentistry in White Plains
- Pediatric Dentistry in White Plains
- Cosmetic Dentistry Services in White Plains
- Financial Consulting in White Plains
- Financial Advisor in White Plains
- Tax Advisor in White Plains
- Health Insurance Companies in White Plains
- Life Insurance Companies in White Plains
- Tax Consultant in White Plains
- Tax Preparation Services in White Plains
- Small Business Loan in White Plains
- Personal Loan in White Plains
- Payday Loans in White Plains
- Pharmacy in White Plains
- Dentistry in Bronx
- Dentistry in Harrison
- Dentistry in Tarrytown
- Dentistry in White Plains
- Pediatric Dentistry in Bronx
- Pediatric Dentistry in Harrison
- Pediatric Dentistry in Tarrytown
- Pediatric Dentistry in White Plains
- Cosmetic Dentistry Services in Bronx
- Cosmetic Dentistry Services in Harrison
- Cosmetic Dentistry Services in Tarrytown
- Cosmetic Dentistry Services in White Plains
- Financial Consulting in Bronx
- Financial Consulting in Harrison
- Financial Consulting in Tarrytown
- Financial Consulting in White Plains
- Financial Advisor in Bronx
- Financial Advisor in Harrison
- Financial Advisor in Tarrytown
- Financial Advisor in White Plains
- Tax Advisor in Bronx
- Tax Advisor in Harrison
- Tax Advisor in Tarrytown
- Tax Advisor in White Plains
- Health Insurance Companies in Bronx
- Health Insurance Companies in Harrison
- Health Insurance Companies in Tarrytown
- Health Insurance Companies in White Plains
- Life Insurance Companies in Bronx
- Life Insurance Companies in Harrison
- Life Insurance Companies in Tarrytown
- Life Insurance Companies in White Plains
- Tax Consultant in Bronx
- Tax Consultant in Harrison
- Tax Consultant in Tarrytown
- Tax Consultant in White Plains
- Tax Preparation Services in Bronx
- Tax Preparation Services in Harrison
- Tax Preparation Services in Tarrytown
- Tax Preparation Services in White Plains
- Small Business Loan in Bronx
- Small Business Loan in Harrison
- Small Business Loan in Tarrytown
- Small Business Loan in White Plains
- Personal Loan in Bronx
- Personal Loan in Harrison
- Personal Loan in Tarrytown
- Personal Loan in White Plains
- Payday Loans in Bronx
- Payday Loans in Harrison
- Payday Loans in Tarrytown
- Payday Loans in White Plains
- Pharmacy in Bronx
- Pharmacy in Harrison
- Pharmacy in Tarrytown
- Pharmacy in White Plains
List of local businesses, places and services in New York
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos