TOP 30 Personalized brokerage services in White Plains, New York

29 results found

Network Brokerage of Westchester is a multi-faceted institution located in White Plains, New York, specializing in finance, health, and insurance services. Situated at 214 Mamaroneck Avenue, this agency offers comprehensive brokerage solutions to meet the diverse needs of individuals and businesses. With a team of experienced professionals, Network Brokerage of Westchester provides personalized and tailored services to ensure clients receive the best possible coverage and financial guidance. Whether you are looking for insurance options, health services, or financial planning, this institution is dedicated to helping you navigate the complexities of the industry and make informed decisions for a secure future.

Bespoke Insurance Brokerage Corp is a leading insurance agency located at 1133 Westchester Avenue in White Plains, New York. With a team of experienced brokers, we specialize in providing personalized insurance solutions tailored to meet the unique needs of our clients. Whether you are looking for auto, home, life, or business insurance, we are here to help you find the coverage that best fits your individual requirements. Our commitment to exceptional customer service and attention to detail sets us apart from other insurance agencies. Contact us today to discuss your insurance needs and let us help you protect what matters most.

Bhashyam Wealth Management Associates - Ameriprise Financial Services, LLC is a trusted finance institution located at 399 Knollwood Road, White Plains, New York, United States. They have been recognized as one of Investor’s Business Daily’s Most Trusted Wealth Managers. The team at Ameriprise Financial focuses on understanding your goals, whether it be retirement planning, education savings, or making a major purchase. They provide personalized investment recommendations based on your risk tolerance and regularly review and update your financial plan as needed. With access to your investments and accounts from any device, you can track your progress towards your goals securely. The Retirement InteractiveSM tool helps you explore potential challenges to your retirement income. Backed by the Ameriprise Investment Research Group, their advisors stay informed on market conditions to provide you with guidance. Ameriprise financial advisors are registered to do business in certain U.S. states, so be sure to check their personal website or FINRA’s BrokerCheck website for details. Schedule a complimentary initial consultation to discuss your financial goals and start planning for a secure financial future.

Hudson Valley Financial Group - Ameriprise Financial Services, LLC, located at 399 Knollwood Road in White Plains, New York, is a finance institution that focuses on helping clients achieve their financial goals. They offer personalized investment recommendations based on individual goals and risk tolerance, and provide regular reviews to track progress and make adjustments as needed. Clients can access their investments and accounts from any device, securely track their progress, and schedule complimentary initial consultations to get started. The institution also offers insights on market trends and risk tolerance, emphasizing the importance of understanding and managing risk in investment strategies. Ameriprise financial advisors are registered to do business in specific U.S. states, and clients can find additional information on the advisor's personal website or through FINRA's BrokerCheck website. The institution values client referrals and is committed to helping friends and family members achieve their financial goals. Users of the website are bound by the terms of the Ameriprise Financial Website Rules and Regulations, and the institution prioritizes privacy and security for all clients. Ameriprise Financial Services, LLC is a member of FINRA and SIPC.

Extreme Tax & Insurance Services is a trusted institution located at 3904 White Plains Road in New York, United States. Specializing in accounting, finance, and insurance services, our dedicated team is committed to providing top-notch assistance to individuals and businesses alike. With a focus on accuracy and efficiency, we strive to help our clients navigate the complexities of taxes and insurance with ease. Whether you need help with tax preparation, financial planning, or insurance coverage, Extreme Tax & Insurance Services is here to provide expert guidance and support. Visit us today to experience our exceptional services firsthand.

Welcome to PSP Insurance Brokerage, your trusted partner in comprehensive insurance solutions since 2001. Conveniently located at 180 South Broadway, White Plains, New York, we are dedicated to providing award-winning customer service that puts your needs first. Whether you’re seeking coverage for personal or business purposes, our experienced team is here to offer no-obligation quotes tailored to your specific requirements. At PSP Insurance Brokerage, we pride ourselves on delivering superior customer service with a personal touch. Unlike many others, we believe in the power of human interaction—no automation, no bots. Our live representatives are ready to discuss your unique situation and provide you with quality, competitive rates that suit your budget and coverage needs.

Welcome to All Star Insurance Brokerage Inc., your trusted insurance agency located in the heart of The Bronx, New York. Conveniently situated at 4731 White Plains Road, we are dedicated to serving the diverse insurance needs of our community with professionalism and integrity. At All Star Insurance Brokerage Inc., we understand that every client is unique, which is why we offer personalized insurance solutions tailored to meet your specific requirements. Whether you're seeking auto, home, health, life, or business insurance, our experienced team is committed to providing you with comprehensive coverage options that offer peace of mind and financial security.

Welcome to Belle Brokerage Insurance, your trusted partner in securing your future. Conveniently located at 1588 White Plains Road in the heart of The Bronx, New York, we are dedicated to providing exceptional insurance services tailored to meet your unique needs. As a premier insurance agency, we specialize in a wide range of coverage options, including auto, home, life, and business insurance. Our experienced team is committed to delivering personalized solutions and expert advice, ensuring peace of mind for you and your loved ones. At Belle Brokerage Insurance, we pride ourselves on our customer-centric approach, competitive rates, and unwavering commitment to quality service. Visit us today or contact us to discover how we can help protect what matters most to you.

Welcome to Joseph Baratta & Company Realty, your trusted real estate agency serving Westchester, Rockland, and Orange County. Conveniently located at 120 White Plains Road, Tarrytown, New York, our team is dedicated to providing exceptional service to both buyers and sellers in the area. Our comprehensive website features all listings from every real estate agent, ensuring you have access to the most complete and up-to-date property information available. Whether you're searching for your dream home or looking to sell, there's no need to look any further. Explore our website at your leisure, and if you have any questions, wish to schedule a home viewing, or want to discuss your property's value, don't hesitate to contact us today. Thank you for visiting Joseph Baratta & Company Realty – where your real estate journey begins.

Welcome to Howard Hanna Rand Realty White Plains, your trusted partner in real estate located at 222 Bloomingdale Road, White Plains, New York 10605. As a premier real estate agency, we are committed to providing exceptional service to clients in New York, New Jersey, and Connecticut. Since our founding in 1984, we have grown to become the No. 1 real estate brokerage in New York's Greater Hudson Valley, with 26 offices strategically positioned to serve the diverse needs of our clients. Whether you're looking to buy or sell a property, our team of over 1,000 dedicated sales associates is here to assist you every step of the way. We pride ourselves on our market leadership, being the No. 3 real estate company in Westchester, and No. 1 in both Rockland and Orange counties. Our expertise extends across a wide range of areas, including Bergen, Morris, Hudson, and Passaic counties in New Jersey, as well as Fairfield, Litchfield, and New Haven counties in Connecticut.

CMC Wealth Management, located at 113 Nethermont Avenue in White Plains, New York, is an institution specializing in accounting and finance. With a focus on helping clients secure their financial future, CMC Wealth Management offers personalized services to address individual circumstances and goals. The founder, Catherine M. Censullo, CPA, PFS, is dedicated to guiding clients through the process of financial planning and investment. At CMC Wealth Management, clients can expect regular reviews of their financial concerns and adjustments to ensure their financial health aligns with their personal, professional, and family situations. The institution emphasizes the importance of proactive financial planning to uncover opportunities and potential rewards for long-term success. Whether clients are seeking brokerage services, investment advisory services, or both, the team at CMC Wealth Management is equipped to assist with a range of financial needs.

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 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.

Pace International LLC is a reputable institution located at 70 West Red Oak Lane in White Plains, New York, United States. With a focus on providing top-notch international services, Pace International LLC offers a wide range of solutions to meet the needs of clients worldwide. Whether it's international trade, business consulting, or global expansion, Pace International LLC is dedicated to helping businesses succeed on a global scale. Their team of experienced professionals is committed to delivering high-quality services and personalized solutions to ensure the success of their clients.

Capital Logistics, located at 12 Water Street in White Plains, New York, is a leading finance and moving company specializing in temperature controlled freight solutions. Established in 2009, we are a non-asset based third-party logistics (3PL) firm with expertise in handling perishable freight. Our personalized 24/7 service, unmatched shipment visibility, and competitive rates make us a top choice for domestic LTL and FTL trucking, as well as cold chain solutions. We also offer domestic, international, and customs brokerage services. Specializing in refrigerated freight, such as fresh produce, we ensure the safe and timely delivery of sensitive shipments. Our commitment to our carriers and consistent freight opportunities set us apart in the industry. Recognized by Inc. Magazine as one of America's fastest-growing private companies for multiple years, Capital Logistics is a reliable and knowledgeable partner for all your freight needs.

Select Insurance Agency is a leading insurance provider located at 676A White Plains Road in Scarsdale, New York. As a trusted insurance agency, we offer a wide range of insurance products and services to meet the needs of our clients. Whether you are looking for auto, home, life, or business insurance, our team of experienced agents is dedicated to helping you find the best coverage at the most competitive rates. With a commitment to customer service and personalized attention, Select Insurance Agency is your go-to destination for all your insurance needs in the United States.

Levitt Fuirst Associates Ltd is a boutique independent insurance agency located at 520 White Plains Road, Tarrytown, New York, United States. Our professional and responsive team is dedicated to "Protecting Your Priorities" for both business and personal clients. Our specialized Construction Insurance Department and Surety & Bonding division offers tailored programs for construction contractors and projects of all sizes, serving clients locally and nationally. The National Accounts Department focuses on the insurance needs of interstate and international firms, including manufacturers, retail businesses, hotels, and insurance companies.

The Amalgamated Family of Companies is a well-established institution located at 333 Westchester Avenue in White Plains, New York. As a trusted insurance agency and store, we provide a wide range of services to meet the needs of individuals and families. Our dedicated team is committed to helping our clients find the best insurance coverage and products to protect their assets and loved ones. With a focus on customer service and professionalism, we strive to build long-lasting relationships with our clients. Visit us today to experience the quality service and expertise that sets us apart from the rest.

AssuredPartners is a leading insurance agency located at 445 Hamilton Avenue in White Plains, New York, United States. With a strong commitment to providing top-notch insurance solutions, AssuredPartners offers a wide range of insurance products and services to meet the unique needs of individuals and businesses. Their team of experienced professionals is dedicated to delivering personalized and comprehensive insurance solutions to ensure peace of mind and financial security for their clients. Whether you are looking for personal insurance coverage or seeking to protect your business, AssuredPartners is the trusted partner you can rely on for all your insurance needs.

Son Insurance NY is a reputable insurance agency located at 1133 Westchester Avenue West in White Plains, New York. With a commitment to providing top-notch insurance services to individuals and businesses in the area, Son Insurance NY offers a wide range of insurance products tailored to meet the diverse needs of their clients. Whether you are looking for auto, home, life, health, or business insurance, their team of experienced agents is dedicated to helping you find the right coverage at the best rates. Trust Son Insurance NY to protect what matters most to you.

Brown & Brown of New York Inc is a reputable insurance agency located at 1133 Westchester Avenue in White Plains, New York. With a strong presence in the United States, this institution offers a wide range of insurance services to meet the needs of individuals and businesses alike. Their team of experienced professionals is dedicated to providing personalized solutions and exceptional customer service. Whether you are looking for auto, home, life, or business insurance, Brown & Brown of New York Inc is committed to helping you find the coverage that best fits your needs.

Paolillo Insurance Agency is a trusted insurance provider located at 211 Central Avenue in White Plains, New York. Our agency offers a wide range of insurance products to meet the needs of individuals and businesses in the community. With a team of knowledgeable agents and a commitment to excellent customer service, we strive to provide our clients with the best coverage options at competitive rates. Whether you are looking for auto, home, life, or business insurance, Paolillo Insurance Agency is here to help you protect what matters most. Contact us today to learn more about our services and how we can assist you with your insurance needs.

John M. Glover Insurance Agency is a health and insurance agency located at 45 Knollwood Road in Elmsford, New York, United States. They offer personal, business, and specialty insurance brokerage services. Whether you need auto insurance, personal insurance, business insurance, homeowners insurance, life insurance, or health insurance, John M. Glover Insurance Agency can provide you with a quote today. They have a team of experts who can help you navigate the challenges of the property market and understand how they affect your premiums. At John M. Glover Insurance Agency, they go the extra mile for their clients. With access to multiple carriers, they can help you find the right coverage options for your auto insurance, business insurance, and more. They also offer services such as protection for commercial boats and cargo, liability coverage, group benefits packages, habitational insurance policies, health insurance plans, and more. Their customer service representatives are dedicated to getting to know you and catering to your specific needs.

Welcome to Citizens Bank ATM, your trusted financial partner located at 555 North Broadway, White Plains, New York 10603. At Citizens Bank, we believe in empowering you to manage your finances effectively, offering solutions tailored for every stage of life and beyond. Whether you’re planning for college, purchasing a home, or looking to maximize your savings, we have the tools and expertise to help you succeed. Our innovative services include Citizens FastLine®, a quicker and simpler way to secure a Home Equity Line of Credit, with no impact on your credit score. Take advantage of our Round Ups‡ feature to effortlessly turn your spare change into savings by rounding up your debit card purchases. Plus, with our digital banking options, you can manage your finances from anywhere, anytime, including mobile check deposits and more.

Welcome to Fernanda Ramirez Real Estate, your trusted partner in navigating the dynamic real estate market of Tarrytown, New York, and the surrounding areas. Conveniently located at 120 White Plains Road, our team is dedicated to providing exceptional service to both buyers and sellers. Our comprehensive website features an extensive collection of listings from all real estate agents, ensuring you have access to the most current and complete property information available. Whether you're searching for your dream home or looking to sell, we are here to guide you every step of the way. Feel free to explore our website, and don't hesitate to reach out with any questions, to schedule a viewing, or to discuss your home's market value. Contact us today and let us help you achieve your real estate goals.

Welcome to Keith Simone Real Estate, your trusted partner in navigating the dynamic real estate markets of Westchester, Putnam, and Fairfield Counties. Located at 237 Mamaroneck Avenue, White Plains, New York, Keith Simone brings a wealth of local knowledge and expertise to every client interaction. As a licensed Real Estate Salesperson in both New York and Connecticut, Keith specializes in the charming suburbs north of New York City, offering personalized services for both buyers and sellers. With over 35 years of living in central Westchester, Keith is deeply rooted in the community, having grown up in White Plains and now residing in West Harrison. Since obtaining his real estate license in 2017, Keith has built a reputation for outstanding client satisfaction, driven by a strong work ethic and a genuine commitment to helping clients achieve their real estate goals.

Welcome to Emily Martinez, Bronx and Westchester Realtor Located at 222 Bloomingdale Road, White Plains, New York, Emily Martinez is a premier real estate agent serving the vibrant communities of the Bronx, Westchester County, and New York City. With a distinguished career spanning seven years, Emily has rapidly ascended to become one of the top producers in the region. Her exceptional attention to detail, relentless tenacity, and commitment to client satisfaction have earned her numerous accolades, including the prestigious Rising Real Estate Star award.

Welcome to Matthieu Allirot Real Estate, your trusted partner in navigating the dynamic real estate landscape of Westchester County. Located at 28 Chase Road, Scarsdale, New York, our business is built on a foundation of global experience and local expertise, tailored to meet the unique needs of international clients transitioning to this vibrant community. With a rich background in top real estate markets such as Buenos Aires, Abu Dhabi, New York, and Paris, Matthieu Allirot brings a wealth of culturally-rich experiences to the table. This global perspective is invaluable in understanding and fulfilling the diverse requirements of our clientele.

Welcome to Houlihan Lawrence - Eastchester Real Estate, your trusted partner in navigating the vibrant real estate market of Eastchester, New York. Conveniently located at 419 White Plains Road, our agency is dedicated to providing exceptional service and expert guidance to help you find your dream home or investment property in this charming community. At Houlihan Lawrence - Eastchester Real Estate, we specialize in offering a wide range of properties, from cozy family homes to luxurious estates, ensuring that we cater to the diverse needs and preferences of our clients. Our experienced team of real estate professionals is committed to delivering personalized attention and insightful advice, making your real estate journey as seamless and rewarding as possible.