TOP 30 Private investment management in White Plains, New York

45 results found

Good Capital Investment Group is a leading finance institution located at 660 White Plains Road in Tarrytown, New York. Our team of experienced professionals is dedicated to providing top-notch investment services to help our clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or invest for the future, our experts are here to guide you every step of the way. Trust Good Capital Investment Group for all your financial needs and let us help you secure a prosperous future.

M2O Private Fund Advisors LLC is a finance institution located at 1 North Lexington Avenue in White Plains, New York, United States. Specializing in private fund advising, M2O offers expert financial guidance and investment strategies tailored to each client's unique needs and goals. With a team of experienced professionals, M2O Private Fund Advisors LLC is dedicated to helping individuals and businesses achieve financial success and security.

5C Capital Management, LLC is a finance institution located at 707 Westchester Avenue in White Plains, New York, United States. Specializing in investment management, financial planning, and wealth management services, 5C Capital Management, LLC is dedicated to helping clients achieve their financial goals through expert advice and personalized strategies. With a team of experienced professionals, they provide tailored solutions to meet the unique needs of each client. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial markets, 5C Capital Management, LLC is committed to delivering exceptional service and results.

Angela M Celso - Private Wealth Advisor at Ameriprise Financial Services, LLC is a prestigious financial institution located at 2 Westchester Park Drive in White Plains, New York, United States. Specializing in wealth management, Angela M Celso holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing her expertise in asset management, retirement planning, estate planning, and investment strategies. With a focus on ethical practices and client-centered services, Angela M Celso provides comprehensive financial planning tailored to meet the individual needs of her clients. Whether you are a retiree, small business owner, or high net worth individual, Angela M Celso is dedicated to helping you achieve your financial goals with integrity and professionalism.

Michael Mazzilli is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 399 Knollwood Road in White Plains, New York, United States. Michael holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, estate planning, retirement planning, and investment strategies. With a commitment to ethical practices and continued education, Michael provides personalized financial advice to individuals, retirees, small business owners, and high net worth clients. His comprehensive knowledge and dedication to helping clients make informed financial decisions set him apart as a trusted advisor in the finance industry.

Robert E Berard - Private Wealth Advisor, Ameriprise Financial Services, LLC is a leading financial institution located in White Plains, New York. As a private wealth advisor, Robert E Berard provides personalized financial planning and investment strategies to help clients achieve their long-term financial goals. With a focus on building and preserving wealth, the team at Ameriprise Financial Services, LLC offers expert guidance and tailored solutions to meet the unique needs of each individual client. Whether you are planning for retirement, saving for your children's education, or navigating a major life transition, Robert E Berard and his team are dedicated to helping you secure your financial future. Visit their office at 2 Westchester Park Drive to learn more about their comprehensive financial services.

Anthony Leopizzi - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 399 Knollwood Road in White Plains, New York, offers a wide range of financial services and expertise. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, Anthony Leopizzi provides comprehensive wealth management solutions tailored to individual needs. Specializing in areas such as asset management, retirement planning, estate planning, and investment strategies, Anthony Leopizzi is committed to upholding the highest standards of professionalism and ethics. Whether you are a retiree, small business owner, or high net worth client, Anthony Leopizzi has the knowledge and experience to help you achieve your financial goals.

Shiva Bhashyam - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 399 Knollwood Road, White Plains, New York, United States. They offer a range of services and certifications to cater to the diverse financial needs of their clients. Some of the certifications they offer include AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications ensure that the advisors at Shiva Bhashyam are well-equipped to provide expert financial advice and planning tailored to the individual needs of their clients.

McMahon Sable Wealth Management Group - 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 expert wealth management solutions to help clients secure their financial future. Whether you are looking to invest, plan for retirement, or manage your assets, McMahon Sable Wealth Management Group has a team of experienced professionals ready to assist you. Trust in their expertise and dedication to help you achieve your financial goals.

Welcome to Flagstar Private Banking, your premier destination for personalized financial services in White Plains, New York. Conveniently located at 360 Hamilton Avenue, our establishment offers a comprehensive range of banking and financial solutions designed to meet the unique needs of our clientele. Whether you're looking to manage your personal finances, explore investment opportunities, or require specialized ATM services, our experienced team is dedicated to providing exceptional support and guidance every step of the way. At Flagstar Private Banking, we pride ourselves on delivering tailored financial strategies and a superior customer experience to help you achieve your financial goals. Visit us today and discover the difference of private banking excellence.

Welcome to Barhite And Holzinger: Westchester Real Estate Team and Property Management, where tradition meets innovation in the heart of Westchester County. Located at 77 Pondfield Road, Bronxville, New York, our agency has been a cornerstone of the local real estate market for over 86 years. As one of the oldest privately-held real estate firms in the area, we specialize in comprehensive property management and real estate sales, offering unparalleled expertise in condominiums, co-ops, large-scale homeowner associations, and traditional rental apartment houses. Our extensive portfolio extends beyond residential properties to include medical professional office buildings and select retail stores in prime local shopping districts. Serving the vibrant communities of Bronxville, Scarsdale, Yonkers, Eastchester, New Rochelle, Tuckahoe, and White Plains, we are dedicated to meeting the diverse needs of homeowners throughout Westchester County.

Sola Salon Studios located at 445 Hamilton Avenue in White Plains, New York is a beauty salon and hair care institution that offers a unique opportunity for independent beauty professionals. Situated in Downtown White Plains, just blocks away from Mamaroneck Avenue and the Westchester Mall, our Class A commercial/retail building provides a modern and convenient space for your business. Our recently renovated lobby and bathrooms, along with an on-site cafeteria and ATM, ensure a comfortable and welcoming environment for both you and your clients. With three convenient parking options, including one that provides direct access to the salon without stepping outside, we make it easy for you to focus on what you do best.

Merrill Lynch Financial Advisor Michael J. Woolfolk is located at 360 Hamilton Avenue, White Plains, New York, United States. Specializing in finance, Michael provides investment, retirement, and wealth management advice to individuals in the Greater New York City area. With a PhD in finance and 20 years of experience as a Wall Street strategist, Michael offers unique insights into today's financial markets and complex products. He is dedicated to helping high-net worth individuals, families, and small business owners navigate the various products and strategies available to meet their financial goals. Committed to community involvement, Michael volunteers with local organizations and believes in building personalized financial plans centered around clients' goals and priorities. By utilizing the Merrill Personal Wealth Analysis™ tool, Michael helps clients create tailored plans to achieve their financial aspirations. With a focus on understanding clients' changing needs and goals, Michael offers personalized financial strategies to help manage, grow, and preserve wealth. Through ongoing communication and adjustments to financial approaches, Michael aims to help clients stay on track to achieve their financial objectives. As a Merrill Lynch Wealth Management Advisor, Michael works closely with clients to develop customized investment approaches and provide comprehensive financial solutions. With a commitment to prioritizing clients' needs and goals, Michael aims to help individuals achieve financial success and live their best financial life.

Pickwick Capital Partners, LLC is a finance institution located at 445 Hamilton Avenue in White Plains, New York. As a leading investment firm, Pickwick Capital Partners specializes in providing strategic financial solutions to a diverse range of clients. With a team of experienced professionals, they offer personalized services to help individuals and businesses achieve their financial goals. Whether you are looking to invest, raise capital, or navigate complex financial transactions, Pickwick Capital Partners is dedicated to delivering top-tier expertise and exceptional service.

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 Bob Grenier is a reputable finance institution located at 360 Hamilton Avenue in White Plains, New York, United States. With a focus on providing expert financial advice and guidance, Bob Grenier and his team offer personalized solutions to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Merrill Lynch Financial Advisor Bob Grenier is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Cognetic Capital Advisors is a leading finance institution located at 44 South Broadway in White Plains, New York, United States. Our team of experienced advisors offers expert financial guidance and investment strategies to help clients achieve their goals. With a focus on personalized service and tailored solutions, we strive to provide our clients with the tools and knowledge they need to make informed decisions about their finances. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, Cognetic Capital Advisors is here to help you every step of the way.

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.

Onyx Bridge Wealth Group is a prestigious finance institution located at 120 White Plains Road in Tarrytown, New York. Our team of expert financial advisors and wealth managers are dedicated to helping clients navigate the complexities of wealth management and financial planning. With a focus on personalized service and tailored investment strategies, we strive to help our clients achieve their financial goals and secure their financial future. Trust Onyx Bridge Wealth Group to guide you towards financial success.

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.

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.

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.

TD Wealth is a leading financial institution located at 1133 Westchester Avenue in White Plains, New York. As a part of the TD Bank Group, TD Wealth offers a wide range of financial services including investment management, wealth planning, and private banking. With a team of experienced financial advisors, TD Wealth 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 protect your assets, TD Wealth has the expertise and resources to guide you every step of the way. Visit TD Wealth in White Plains today to learn more about how they can help you achieve financial success.

Welcome to Hoffman Elizabeth A, your trusted legal partner located at 2700 Bellevue Avenue, Syracuse, New York. Established in 2007, our firm was founded by experienced attorneys previously trained at prestigious litigation law firms in New York. We are dedicated to delivering the comprehensive services of a big firm while maintaining the personalized responsiveness and accessibility of a small firm. At Hoffman Elizabeth A, we pride ourselves on efficiently resolving and adjudicating claims. Our cases are often concluded within the initial recommendations provided, ensuring that legal fees remain proportionate to the complexities involved and aligned with the proposed legal budget.

Welcome to Chase Bank, located at 566 North Broadway, White Plains, New York 10603. As a leading financial institution, we offer a comprehensive range of services including ATM access, banking, and financial solutions tailored to meet your needs. Our business banking services provide expert guidance from a team of professionals dedicated to enhancing your cash flow, offering credit solutions, and managing payroll effectively. We also offer online and mobile banking services, business credit cards, and payment acceptance solutions designed specifically for businesses.

Welcome to Chase ATM located at 566 North Broadway, White Plains, New York 10603. As part of JPMorgan Chase Bank, N.A., we offer a wide range of financial services designed to meet your banking needs. Our ATM provides convenient access to your accounts, allowing you to withdraw cash, check balances, and more. At Chase, we are committed to supporting your financial journey. With Business Banking, enjoy expert guidance from our team specializing in cash flow management, credit solutions, and payroll services. We also offer business credit cards, online and mobile banking, and payment acceptance solutions tailored for businesses.

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 Chase ATM, conveniently located at 409 Tarrytown Road, White Plains, New York 10607. As a part of JPMorgan Chase & Co., we are committed to providing exceptional financial services to meet your personal and business needs. Our Chase ATM offers a wide range of services to make your banking experience seamless and efficient. Whether you need to withdraw cash, check your account balance, or deposit funds, our ATM is accessible 24/7 for your convenience.

Welcome to Chase Bank, located at 409 Tarrytown Road, White Plains, New York 10607, United States. As a premier provider of banking and financial services, we offer a comprehensive range of solutions tailored to meet your personal and business needs. At Chase Bank, you can access a variety of services including ATMs, personal and business banking, and a suite of financial products designed to help you reach your financial goals. Our Business Banking team is dedicated to assisting you with improving cash flow, offering credit solutions, and managing payroll efficiently. We also provide convenient online and mobile banking services, business credit cards, and payment acceptance solutions specifically developed for businesses.

Welcome to Chase Bank, located at 107 Lake Street, White Plains, New York 10604. As a trusted provider of banking and financial services, Chase Bank offers a comprehensive range of solutions tailored to meet your financial needs. Whether you're looking for personal banking, business banking, or wealth management services, our team of experienced professionals is here to guide you every step of the way. At Chase, we understand the importance of effective cash flow management and credit solutions for businesses. Our Business Banking services provide expert guidance and tools to help you enhance your financial operations, including payroll management, business credit cards, and payment acceptance solutions. Additionally, our online and mobile services make banking convenient and accessible, ensuring you can manage your finances anytime, anywhere.