Personalized financial solutions in White Plains, New York

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.

George Paul Kanas, CFP, CRPC - UBS Financial Services Inc. is a renowned finance institution located at 709 Westchester Avenue, White Plains, New York, United States. With a team of highly qualified professionals, they offer a wide range of financial services to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management, George Paul Kanas and his team are dedicated to providing personalized solutions tailored to your individual needs. Trust in their expertise and experience to secure your financial future.

Robert Sabel, CRPC - UBS Financial Services Inc. is a renowned finance institution located at 709 Westchester Avenue in White Plains, New York, United States. With a focus on providing exceptional financial services, Robert Sabel and his team are dedicated to helping clients achieve their financial goals. As a Certified Retirement Planning Counselor, Robert Sabel offers expert advice and personalized solutions to help clients navigate the complexities of retirement planning. Whether you are looking to invest, save for the future, or plan for retirement, Robert Sabel, CRPC - UBS Financial Services Inc. is committed to providing top-notch financial expertise and guidance.

Brian Sable - UBS Financial Services Inc. is a reputable financial institution located at 709 Westchester Avenue in White Plains, New York, United States. Specializing in finance, they offer a wide range of services to help clients manage their wealth and achieve their financial goals. With a team of experienced professionals, Brian Sable - UBS Financial Services Inc. provides personalized financial solutions tailored to meet the unique needs of each client. Whether you are looking to invest, plan for retirement, or secure your financial future, this institution is dedicated to providing top-notch services and expert advice to help you succeed.

Michael Dwyer - 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 providing top-notch financial services, the institution offers a wide range of investment and wealth management solutions to its clients. Whether you are looking to grow your assets, plan for retirement, or secure your financial future, Michael Dwyer - UBS Financial Services Inc. has the expertise and resources to help you achieve your goals. Their team of experienced professionals is dedicated to providing personalized financial advice and guidance tailored to meet your individual needs. Trust in Michael Dwyer - UBS Financial Services Inc. to help you navigate the complexities of the financial world and make informed decisions for a secure financial future.

Merrill Lynch Financial Advisor Angelo Mamone, Jr. is a finance institution located at 360 Hamilton Avenue, White Plains, New York, United States. As a Senior Financial Advisor and Senior Vice President, Angelo Mamone, Jr. and his team help clients develop personalized retirement plans to ensure their assets last through their lifetime and beyond. With a focus on building strong client relationships based on trust and personalized service, they assist clients with managing multiple aspects of their financial lives. Specializing in helping union members navigate retirement decisions and advising small business owners on their finances, Angelo Mamone, Jr. offers tailored and personalized financial solutions. By utilizing the global resources of Merrill, clients receive comprehensive financial strategies and advice to help them achieve their goals. With a commitment to delivering exceptional service and exceeding client expectations, Angelo Mamone, Jr. aims to build lasting relationships grounded in warmth and genuine care.

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.

Mitchell WealthCare - UBS Financial Services Inc. is a renowned finance institution located at 709 Westchester Avenue in White Plains, New York, United States. With a commitment to providing top-notch financial services, they specialize in wealth management, investment planning, and financial advisory services. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or invest wisely, Mitchell WealthCare - UBS Financial Services Inc. is the trusted partner you need.

Roger Matles - UBS Financial Services Inc. is a prestigious financial institution located at 709 Westchester Avenue in White Plains, New York, United States. With a strong focus on providing top-notch financial services, Roger Matles - UBS Financial Services Inc. offers personalized investment strategies and wealth management solutions to help clients achieve their financial goals. Their team of experienced professionals is dedicated to delivering exceptional service and expert advice to clients, ensuring their financial success. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Roger Matles - UBS Financial Services Inc. is committed to helping you navigate the complex world of finance with confidence and peace of mind.

Soundview Market - 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 to its clients, Soundview Market offers a wide range of investment options and wealth management solutions. The team of experienced professionals at Soundview Market is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to invest, save for retirement, or plan for the future, Soundview Market - UBS Financial Services Inc. is committed to providing personalized and comprehensive financial advice tailored to your individual needs.

The Dauti & DiSiena Group - 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 offers a wide range of investment and wealth management solutions to help clients achieve their financial goals. The team at The Dauti & DiSiena Group is dedicated to delivering personalized and tailored financial advice to individuals and businesses, ensuring that each client receives the attention and expertise they deserve. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, The Dauti & DiSiena Group is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.

Kevin Bertoncin, CFP® - UBS Financial Services Inc. is a reputable finance institution located at 709 Westchester Avenue in White Plains, New York, United States. Specializing in financial planning and wealth management services, our team of experts is dedicated to helping clients achieve their financial goals. With a focus on personalized solutions and exceptional customer service, we strive to provide our clients with the guidance and support they need to secure their financial future. Trust Kevin Bertoncin, CFP® - UBS Financial Services Inc. for all your financial needs.

Welcome to InVision Funding Solutions Located in the heart of White Plains, New York, InVision Funding Solutions is your trusted partner for all your financial needs. Situated at 405 Tarrytown Road, our firm is dedicated to providing tailored financial services that empower individuals and businesses to achieve their financial goals.

Welcome to Chang Li-Feng Chao - Prudential Financial, your trusted partner in navigating the complexities of finance and insurance. Conveniently located at 360 Hamilton Avenue in the heart of White Plains, New York, our agency is dedicated to providing personalized financial solutions tailored to meet your unique needs and goals. At Chang Li-Feng Chao - Prudential Financial, we understand that financial planning and insurance are essential components of a secure future. Our experienced team is committed to offering comprehensive guidance and expert advice in areas such as life insurance, retirement planning, investment strategies, and wealth management. We strive to empower our clients with the knowledge and tools necessary to make informed decisions, ensuring peace of mind and financial stability.

Welcome to Nikeeta Shah - Prudential Financial, your trusted partner in navigating the complex world of finance and insurance. Conveniently located at 360 Hamilton Avenue in White Plains, New York, we are dedicated to providing personalized financial solutions tailored to meet your unique needs and goals. At Nikeeta Shah - Prudential Financial, we understand that financial planning and insurance decisions are crucial to securing your future. Our team of experienced professionals is committed to offering expert guidance and comprehensive services, including retirement planning, investment strategies, life insurance, and more. We pride ourselves on building long-lasting relationships with our clients, grounded in trust, integrity, and exceptional customer service.

Welcome to Young Nam - Prudential Financial, your trusted partner in financial and insurance solutions located in the heart of White Plains, New York. Situated at 360 Hamilton Avenue, our agency is committed to providing personalized financial services tailored to meet your unique needs. At Young Nam - Prudential Financial, we specialize in a comprehensive range of services including life insurance, retirement planning, investment strategies, and wealth management. Our team of experienced professionals is dedicated to helping you achieve financial security and peace of mind. We pride ourselves on offering expert advice, exceptional customer service, and a commitment to building long-term relationships with our clients.

Welcome to USALLIANCE Financial, your trusted partner in achieving financial success. Conveniently located at 41 East Post Road, White Plains, New York, our branch offers a comprehensive range of financial services tailored to meet your needs. As a full-service credit union, we pride ourselves on delivering digital banking solutions that prioritize convenience, personalization, and security. At USALLIANCE Financial, we understand that unforeseen circumstances can arise, and we're committed to supporting our members through challenging financial situations. We provide valuable resources to help you protect yourself from scams, recognize signs of fraud, and access additional financial tools. Explore our extensive resource library filled with informative articles and videos designed to help you reach your financial goals.

Welcome to Anthony Pauline - Prudential Financial, your trusted partner in navigating the complex world of finance and insurance. Conveniently located at 360 Hamilton Avenue, White Plains, New York, our agency is committed to offering personalized financial solutions tailored to meet your unique needs. At Anthony Pauline - Prudential Financial, we understand that financial security and peace of mind are top priorities for our clients. Whether you're planning for retirement, seeking life insurance, or looking to invest wisely, our experienced team is here to guide you every step of the way. We pride ourselves on building lasting relationships with our clients, ensuring that their financial goals are not only met but exceeded.

Lavin & Associates is a leading accounting and finance institution located at 50 Main Street in White Plains, New York. With a team of experienced professionals, we provide a wide range of financial services to individuals and businesses. Our services include tax preparation, bookkeeping, financial planning, and more. We pride ourselves on delivering personalized and high-quality solutions to meet our clients' needs. Contact us today to learn more about how we can help you achieve your financial goals.

Abrahams Tax & Accounting Services is a reputable accounting and finance institution located at 4408 White Plains Road in New York, United States. With a team of experienced professionals, we offer a wide range of services including tax preparation, bookkeeping, financial planning, and consulting. Our goal is to help individuals and businesses navigate the complexities of the financial world with ease and confidence. Whether you need assistance with tax filing or strategic financial planning, Abrahams Tax & Accounting Services is here to help you achieve your financial goals.

Jeffrey M. Binder PC & Associates is a finance and legal institution located at 690 North Broadway in White Plains, New York, United States. Specializing in providing expert financial and legal services, the institution offers a wide range of services to individuals and businesses alike. With a team of experienced professionals, Jeffrey M. Binder PC & Associates is dedicated to helping clients navigate complex financial and legal matters with personalized attention and tailored solutions. Whether you are in need of financial planning, tax services, estate planning, or legal representation, this institution is committed to providing top-notch expertise and guidance to meet your needs.

Michael H. Schwartz, P.C. is a reputable law firm located in White Plains, New York. With a focus on providing high-quality legal services, the firm is dedicated to helping clients navigate through a variety of legal matters. Specializing in areas such as personal injury, medical malpractice, and employment law, the experienced team at Michael H. Schwartz, P.C. is committed to advocating for their clients' rights and achieving favorable outcomes. Conveniently located at One Barker Avenue, this institution is a trusted resource for individuals seeking expert legal representation in the United States.

The Johns Family Agency Inc. is an insurance agency located at 455 Tarrytown Road, White Plains, New York, United States. At The Johns Family Agency, we pride ourselves on our ability to tailor our services to meet the unique needs of each client. Whether you're a small business owner in need of general liability insurance or an individual looking for comprehensive auto insurance, we have the expertise and resources to help you find the right coverage at the right price. Serving all of New York, New Jersey, Connecticut, and Pennsylvania, we partner with over 15 insurance companies to shop for the policy with the best rates for you. Our team is professional, courteous, and responsive, providing an unparalleled level of attention and support. With a focus on honest communication and personalized service, we strive to help you find the policy that best suits your needs. Whether you're in need of coverage to protect your belongings, comprehensive business coverage, professional liability protection, or assistance with injured workers, The Johns Family Agency is here to help. Our clients have praised us for our responsiveness, professionalism, and competitive rates. Contact us today for all your insurance needs.

Wm. E. Morrell Insurance is a trusted insurance agency located at 128 Court Street in White Plains, New York. As a Trusted Choice® Independent Insurance Agent® and Insurance Broker, we offer a wide range of insurance products from multiple reputable companies to find the best coverage at the lowest rates for our clients. Our goal is to have insurance companies compete for you, ensuring you get the best deal possible. With a focus on building relationships within our community, our President Rick McClatchie emphasizes the importance of serving the needs of both individuals and businesses in the Tri-State area. Whether you need apartment building insurance or coverage for your home, we are here to help you protect your most valuable assets.

Soliman Insurance Agency, located at 470 Mamaroneck Avenue in White Plains, New York, is a trusted insurance agency with years of experience in helping clients prepare for the unknown. Specializing in Home, Auto, Umbrella, Business, Flood, Jewelry, and more, we have access to a wide range of insurance products to meet your needs. Founded by Stephen, who has nearly a decade of experience in the industry, Soliman Insurance Agency prioritizes the needs of its clients and provides top-notch customer service. Whether you have questions about deductibles, need to review your policy for proper coverage of valuables, or are looking for the right insurance coverage for you, our knowledgeable agents are here to help.

Mike DiMarco - State Farm Insurance Agent is an insurance agency located at 16 Elm Place in Rye, New York, United States. Situated between Longford's and Fong's Cleaners, the agency is easily accessible around the corner from Starbucks. As nature awakens and spring arrives, it's the perfect time to review your insurance policies and make any necessary updates to ensure you're adequately protected. Mike DiMarco, a former Registered Nurse in the Cardiac Intensive Care Unit at White Plains Hospital, now runs this agency with a focus on providing exceptional customer service. Along with his wife Alysa DiMarco, who is also a State Farm Agent, they are dedicated to serving the community with a wide range of insurance and financial services.

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.

F Falzone Insurance Services, LLC is a licensed insurance agency located at 300 Mamaroneck Avenue, White Plains, New York. Our team of experienced brokers are appointed with all major insurance carriers in New York, New Jersey, Connecticut, Pennsylvania, Florida, and Washington. We offer a wide range of affordable insurance plans, including Health Insurance, Life Insurance, and Dental Insurance. Whether you are looking for individual/family plans or group term life insurance policies for businesses, we have the tools and expertise to meet your needs.

The 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.