TOP 30 Personalized banking in White Plains, New York

113 results found

Merrill 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.

Merrill 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.

Merrill 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.

UBS Financial Services Inc. is a leading financial institution located at 709 Westchester Avenue, White Plains, New York, United States. Specializing in finance, UBS provides a wide range of services including wealth management, investment banking, asset management, and more. With a global presence and a reputation for excellence, UBS is committed to helping clients achieve their financial goals and secure their financial future. Whether you are looking for personalized wealth management services or expert investment advice, UBS Financial Services Inc. has the expertise and resources to meet your needs.

Merrill 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.

CohnReznick LLP is a leading accounting and finance institution located at 10 Bank Street in White Plains, New York, United States. With a reputation for excellence and expertise in a wide range of financial services, CohnReznick LLP is dedicated to helping businesses and individuals achieve their financial goals. Their team of professionals offers personalized solutions and strategic advice to navigate the complexities of the financial world. Whether you need tax planning, auditing, or consulting services, CohnReznick LLP is committed to delivering top-notch service and results.

Kirshenbaum & 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.

iSHINE Maids Cleaning Services is a premium eco-friendly house cleaning service located at 55 Bank Street, White Plains, New York. We guarantee a pristine clean that exceeds your standards, allowing you to spend more time with your family or enjoying your hobbies. Our recurring cleanings earn you exclusive member benefits, making it easier for busy Westchester families to maintain a clean and healthy home. Our hand-picked products are safe for your family but tough on dirt and germs, providing a fresh and superior cleaning experience. Our maids undergo comprehensive safety and cleaning programs, wear shoe coverings, are vaccinated, and background checked for your peace of mind. We pride ourselves on fast response times and a superior customer experience, ensuring that safety and quality are always at the forefront of our decisions and actions.

Matthew 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.

Dr. Matthew Lederman is a board-certified reproductive endocrinologist and infertility specialist located at 311 North Street, White Plains, New York. He is known for his compassionate care, devotion to patients, and clinical expertise. Dr. Lederman is the Practice Director of RMA of New York at Westchester and the Tissue Bank Director of the Mount Kisco location. He treats patients at both the Mount Kisco and White Plains offices, offering a range of fertility services including in vitro fertilization, egg freezing, and fertility preservation for cancer patients. Dr. Lederman has received numerous awards for his research and patient care, and is consistently recognized as a top doctor in publications such as the New York Times Magazine and Westchester Magazine. RMA of New York is a world-renowned fertility center with a team of top fertility doctors and nurses who use evidence-based, data-driven precision medicine to help patients achieve high IVF success rates and healthy pregnancy outcomes. With 14 fertility clinics throughout the New York area, RMA of New York provides expert quality care as the Department of Reproductive Endocrinology and Infertility of the Mount Sinai Health System. Schedule an appointment today at one of our convenient locations or book a virtual appointment from the comfort of your home.

Traci Menes - State Farm Insurance Agent is a health insurance agency located at 4734 White Plains Road, New York, United States. This institution is dedicated to providing Insurance and Financial Services to customers in NY, CT, NJ, and PA. With a team of experienced and licensed professionals with over 35 years of combined insurance experience, they can assist you in finding the right insurance coverage for your specific needs. Traci Menes, the State Farm Agent, grew up in a single-parent household and understands the importance of education and giving back to the community. The agency treats all customers with respect and kindness, offering services in Car Insurance, Home Insurance, Renters Insurance, Life Insurance, Commercial Insurance, and Boatowners Insurance. With a focus on customer well-being and success, the agency is committed to helping customers protect their assets and prepare for unexpected events. Customers can expect personalized service and a dedicated team that prioritizes their needs. Additionally, the agency offers information on various topics such as drunk driving, student loans, estate taxes, and pet insurance. State Farm VP Management Corp. is a separate entity from those State Farm entities that provide banking and insurance products. Customers are advised to carefully consider investment objectives, risks, charges, and expenses when making financial decisions. Neither State Farm nor its agents provide tax or legal advice, and customers are encouraged to consult with a professional advisor for personalized guidance.

Stifel 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.

PAYOMATIC, located at 188 Martine Avenue, White Plains, New York, is the largest and most convenient provider of check cashing and financial services in New York. With nearly 140 stores in neighborhoods throughout the Bronx, Brooklyn, Manhattan, Queens, Long Island, and the NYC area, PAYOMATIC offers a range of services including check cashing, business check cashing, Western Union money transfers, money orders, bill payment, direct deposit, prepaid debit cards, and more. Link your inPOWER Card to easily manage your money anytime, anywhere. The inPOWER Prepaid Mastercard is issued by The Bancorp Bank, N.A., and can be used wherever Debit Mastercard is accepted.

PAYOMATIC is New York's largest and most convenient provider of check cashing and financial services. With nearly 140 stores located in neighborhoods throughout the Bronx, Brooklyn, Manhattan, Queens, Long Island, and the NYC area, we offer a wide range of services including check cashing, business check cashing, Western Union money transfers, money orders, bill payment, direct deposit, prepaid debit cards, and more. At our location on 2187 White Plains Road in New York, United States, you can easily access all of our services and manage your money with the inPOWER Card. This prepaid Mastercard is issued by The Bancorp Bank and can be used wherever Debit Mastercard is accepted. With the inPOWER Card, you can check your balance, view transactions, and share money 24/7 with speed, convenience, and security.

Dalila Hockemeyer Namy - State Farm Insurance Agent is a second-generation insurance agency located at 726 East 233rd Street in the Bronx, New York. With over 30 years of experience, they offer a range of insurance options including Auto Insurance, Homeowners Insurance, Renters Insurance, Life Insurance, and Business Insurance. The agency is woman-owned and minority-owned, actively involved in the Bronx community. Conveniently located between White Plains Rd and Byron Ave, across from Chase Bank and close to Montefiore North Hospital, the Namy Agency provides personalized service to ensure you are adequately protected. They are available 24/7 to assist with all your insurance needs.

Kenwon Car to Airport Service is a reliable and efficient transportation service located on Bank Street in White Plains, New York. We specialize in providing comfortable and convenient rides to and from the airport for our customers. Our professional drivers are experienced and knowledgeable, ensuring a smooth and stress-free journey every time. Whether you are traveling for business or pleasure, Kenwon Car to Airport Service is dedicated to getting you to your destination on time and in style. Book your ride with us today for a hassle-free airport transportation experience.

Dollar General, located at 2500 White Plains Road in New York, United States, is a convenient one-stop shop offering a wide variety of products including groceries, health and beauty items, household essentials, and more. With its affordable prices and convenient location, Dollar General is the perfect place to pick up everyday necessities without breaking the bank. Whether you need to stock up on pantry staples, grab a quick snack, or find the perfect gift, Dollar General has you covered. Visit us today and experience the convenience and savings for yourself!

Trivium 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.

Frank 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.

Harvey Partners, LLC is a finance institution located at 120 White Plains Road in Tarrytown, New York, United States. Specializing in financial services, Harvey Partners, LLC offers expert advice and solutions to help clients manage their investments and achieve their financial goals. With a team of experienced professionals, the institution is dedicated to providing personalized and strategic financial guidance to individuals and businesses alike.

Merrill 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.

Merrill 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.

Merrill 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.

Markston 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.

Steven Solomon - UBS Financial Services Inc. is a reputable finance institution located at 709 Westchester Avenue in White Plains, New York, United States. With a focus on providing top-notch financial services, the institution is known for its expertise in wealth management, investment strategies, and financial planning. Clients can expect personalized and tailored solutions to help them achieve their financial goals. The team at Steven Solomon - UBS Financial Services Inc. is dedicated to providing exceptional customer service and guidance to ensure the success of their clients' financial portfolios.

Lynch 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.

Merrill 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.

Lynch 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.

Luxury Mortgage Corp. is a finance institution located at 399 Knollwood Road, White Plains, New York, United States. We specialize in helping you find the right solution for your mortgage needs. Our Mortgage Loan Originators are dedicated to assisting you in weighing your options so you can make an informed decision. We offer a variety of low and no money down home loan options for first time buyers, including FHA, VA, USDA, HomeReady, and Home Possible. Our Bank Statement, 1099 Only, and Asset Qualifier loan programs are designed specifically to meet the needs of the self-employed. We also provide traditional conventional loans and Full Documentation programs for those who may not fit perfectly within agency underwriting guidelines.

Construction Loans Expert - Carmelo Vitello is a reputable institution located at 125 Park Avenue, New York, New York, United States. With a second location at 707 Westchester Ave. Ste 104 White Plains, NY 10604, Carmelo Vitello has been serving as a Construction and Renovation Loans Originator for over 25 years. Clients can expect personalized service and guidance throughout the loan process, from qualification to the completion of their dream home. As a U.S. Federally Chartered Lender and Bank, clients can get home loans direct in any state nationwide without the need for a broker or third party. Contact Carmelo Vitello today for expert advice and support in securing construction and renovation loans.