TOP 10 Relationship solutions in White Plains, New York

Christopher Wolt - TD Wealth Relationship Manager is a finance institution located at 285 Mamaroneck Avenue in White Plains, New York, United States. As a Relationship Manager, Christopher Wolt provides personalized financial advice and services to clients to help them achieve their financial goals. With expertise in wealth management, investment strategies, and financial planning, Christopher Wolt is dedicated to building strong relationships with clients and guiding them towards financial success. Whether you are looking to grow your investments, plan for retirement, or secure your financial future, Christopher Wolt is here to help you every step of the way.

Solitaire 7 Associates is a prestigious institution located at 7 Lake Street in White Plains, New York, United States. We are dedicated to providing top-notch services in the fields of finance, business consulting, and investment management. Our team of experienced professionals offers personalized solutions to help our clients achieve their financial goals and grow their businesses. With a focus on excellence and integrity, Solitaire 7 Associates is committed to delivering exceptional results and building long-lasting relationships with our clients. Visit us today to see how we can help you succeed.

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 Jeffrey W. Chin, located at 360 Hamilton Avenue in White Plains, New York, offers personalized wealth management services to wealthy families and business owners. With 23 years of experience in the financial services industry, Jeffrey holds the designations of Chartered Financial Analyst and Certified Plan Fiduciary Advisor. His team takes a comprehensive approach to managing wealth, starting with understanding the client's financial situation, family, and goals. They offer customized wealth management solutions that can adapt to changing market conditions. By leveraging the investment insights of Merrill and the banking convenience of Bank of America, Jeffrey and his team help clients address various aspects of their financial lives. Their mission is to deliver excellent service and assist clients in pursuing their financial goals. With Merrill Personal Wealth Analysis™, they can build and document personalized plans centered on the client's goals. The team is committed to building strong client relationships based on trust and personalized service, helping clients achieve what matters most to them.

Merrill Lynch Financial Advisor Adam Schur is a finance institution located at 360 Hamilton Avenue in White Plains, New York, United States. Specializing in providing personalized financial advice and investment strategies, Adam Schur and his team offer expert guidance to help clients achieve their financial goals. With a focus on building long-term relationships and delivering exceptional service, Merrill Lynch Financial Advisor Adam Schur is dedicated to helping individuals and families navigate the complexities of the financial world with confidence and peace of mind.

Merrill Lynch Financial Advisor Robin M Ely is a trusted financial institution located at 360 Hamilton Avenue in White Plains, New York. As a reputable finance advisor, Robin M Ely provides expert guidance and personalized financial solutions to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Merrill Lynch Financial Advisor Robin M Ely is committed to providing top-notch financial services to individuals and businesses in the United States.

Merrill Lynch Financial Advisor Danielle F Grande-Cosentino is a senior vice president and international wealth advisor located at 360 Hamilton Avenue, White Plains, New York, United States. With a career spanning over three decades, Danielle is committed to providing exemplary client service and has been recognized by Forbes as a "Top Women Wealth Advisor Best-in-State" in 2024. She is highly credentialed, holding certifications such as CERTIFIED FINANCIAL PLANNER™, and is known for her dedication to educating clients and their families on managing wealth and achieving financial independence. Danielle's personalized approach to wealth management has earned her the loyalty of clients around the world, and she is proud to serve CEOs, CFOs, and affluent families in New York, New Jersey, Connecticut, and other states. With a focus on building strong client relationships based on trust and personalized service, Danielle and her team at Merrill Lynch Wealth Management are dedicated to helping clients achieve their financial goals and priorities, no matter how they may change over time.

Merrill Lynch Financial Advisor Elliot R Skriloff is a Senior Vice President and Portfolio Manager located at 360 Hamilton Avenue in White Plains, New York. With over 27 years of experience in the financial services industry, Elliot specializes in providing personalized financial advice, investment management strategies, retirement planning, wealth transfer, estate planning services, education planning, and financial risk management. His client base includes affluent individuals, families, corporate executives, business owners, non-profit organizations, and households with special needs family members. Elliot follows a defined process with each client, focusing on understanding their specific situations to establish objectives, develop appropriate strategies, recommend solutions, and track progress towards reaching their goals. He holds the Accredited Asset Management Specialist (AAMS) and Chartered Retirement Planning Counselor (CRPC) designations, utilizing his advanced skill set to provide specialized investment services to sophisticated investors.

Northwestern Mutual - Paul Levine is a finance institution located at 50 Main Street in White Plains, New York, United States. Specializing in financial planning and insurance services, Northwestern Mutual - Paul Levine offers personalized solutions to help clients secure their financial future. With a focus on building long-term relationships and providing expert guidance, this institution is dedicated to helping individuals and families achieve their financial goals.

Debby Yohannan, MS is a health and pharmacy store located in Harrison, New York, United States. With a focus on providing quality healthcare products and services, Debby Yohannan, MS offers a range of pharmaceuticals, wellness products, and personalized health consultations. Whether you're looking for medication, vitamins, or advice on managing your health, Debby Yohannan, MS is dedicated to helping you achieve your wellness goals. Visit us today for expert guidance and top-notch healthcare solutions.

George Haydock - TIAA Wealth Management Advisor is a leading financial institution located at 4 Westchester Park Drive in White Plains, New York. As a trusted advisor in wealth management, George Haydock provides personalized financial planning services to help clients achieve their financial goals. With a strong commitment to excellence and a focus on building long-term relationships, George Haydock - TIAA Wealth Management Advisor is dedicated to helping clients navigate the complexities of the financial world and secure their financial futures. Contact us today to learn more about our services and how we can help you plan for a prosperous future.

At Merrill Lynch Financial Advisor Paul J McKirgan, located at 360 Hamilton Avenue in White Plains, New York, United States, we believe that relationships are at the heart of everything we do. With over 100 years of combined wealth advisory experience, our team at The BME Group is dedicated to helping clients build the financial life they've imagined. We offer personalized financial strategies, retirement planning, estate planning services, wealth transfer, and business transition assistance. Our tailored investment approach, combined with cutting-edge technology, enables us to assist affluent families, executives, and businesses in building, preserving, and transferring wealth while minimizing taxes. We understand that no two people are alike, which is why we take the time to get to know you, your priorities, goals, risk tolerance, and more, in order to help you identify and address financial challenges and opportunities. Our Investment Personality Assessment helps us understand your investing preferences so that we can customize a financial approach that aligns with your goals. We believe in regular check-ins to ensure that your financial approach reflects any changes in your life or goals.

Jeffrey Querido - TIAA Wealth Management Advisor is a financial institution located at 4 Westchester Park Drive in White Plains, New York. As a trusted advisor, Jeffrey Querido provides personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships, Jeffrey Querido offers expert advice on investment strategies, retirement planning, and estate planning. Whether you are looking to grow your wealth or secure your financial future, Jeffrey Querido - TIAA Wealth Management Advisor is dedicated to providing top-notch financial guidance and support.

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.

Adrian Mohorovich - Ameriprise Financial Services, LLC is a finance institution located at 2 Westchester Park Drive in White Plains, New York. Our team of financial advisors is dedicated to helping clients achieve their financial goals through personalized financial planning and investment strategies. With a focus on building long-term relationships and providing top-notch customer service, we strive to empower our clients to make informed decisions about their finances. Whether you are planning for retirement, saving for college, or looking to grow your wealth, we are here to help you every step of the way. Visit us today to see how we can help you secure your financial future.

Merrill Lynch Financial Advisor Jeffrey S Skelly is a trusted financial institution located at 360 Hamilton Avenue in White Plains, New York, United States. Specializing in finance, our team of experts led by Jeffrey S Skelly provides personalized financial advice and guidance to help clients achieve their financial goals. With a focus on building long-term relationships and delivering exceptional service, we are dedicated to helping individuals and businesses navigate the complex world of finance with confidence and peace of mind. Contact us today to learn more about how we can help you secure your financial future.

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.

MSTiller | CPA’S is a leading accounting and finance institution located at 50 Main Street in White Plains, New York, United States. Since 1956, we have been dedicated to providing expert, personal service to our clients in order to build lasting relationships. Our team is committed to helping clients develop new financial and operational strategies that can drive their businesses towards greater success. We offer a wide range of services including Tax, Assurance, and Advisory services, and have earned a strong reputation for our focus on people, innovation, and expertise. Our goal is to support our clients in achieving their financial goals and we look forward to continuing to build strong relationships and mutual prosperity for many years to come.

Ninan & Associates, LLC is a premier institution located at 398 Mamaroneck Avenue in White Plains, New York, United States. Specializing in accounting, finance, and legal services, Ninan Executive Search is dedicated to connecting top-tier talent with leading companies in these critical sectors. With a focus on direct-hire and contract staffing, Ninan & Associates ensures mutually beneficial relationships between businesses and professionals. As strategic recruitment partners, they specialize in securing skilled and visionary candidates in Accounting and Finance. Additionally, as a global leader in talent management, Ninan Executive Search offers executive search, leadership training, and contract staffing services through their MRINetwork® offices. With 60 years of experience, their team of professionals are dedicated to providing complete talent solutions tailored to the unique dynamics of the industries they serve. Contact Ninan & Associates, LLC at (914) 831-9580 or ninan.taxlaw@gmail.com for more information.

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.

Family Services of Westchester is a leading health institution located in White Plains, New York. We provide a wide range of services to support families in need, including counseling, therapy, support groups, and more. Our dedicated team of professionals is committed to helping individuals and families navigate life's challenges and improve their overall well-being. Whether you are struggling with mental health issues, family conflicts, or other concerns, we are here to help. Visit us at 7-11 South Broadway to learn more about how we can support you and your loved ones.

Monteleon Law Group, PLLC, located at 445 Hamilton Avenue in White Plains, New York, is a multi-practice law firm dedicated to providing high quality and effective legal representation tailored to our client’s needs. Our expertly trained attorneys have relevant, real-life experience and work to craft carefully crafted, results-driven strategies for our client’s best interests. With a focus on honesty, integrity, and personalized attention, our team of dedicated attorneys offers dependable counsel for a variety of legal situations. Whether you are facing a complex or unique legal challenge, we are here to help. Our personalized services are designed to help you overcome the legal obstacles you may be facing, with a focus on adding value to your life and business.

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.

Farmers Insurance - Jorge Colon is a local insurance agency located at 1 East Post Road, White Plains, New York, United States. With over 14 years of experience in the insurance industry, Jorge Colon is dedicated to helping clients understand their coverage options, whether it's auto, home, renters, business insurance, and more. Jorge prides himself on building personal relationships with his clients, taking the time to understand their unique situations in order to provide the best insurance recommendations. Regular check-ins are a priority for Jorge, ensuring that clients are always up-to-date on their policies. When he's not in the office, Jorge enjoys spending time with his wife and three daughters, engaging in various outdoor activities during the summer. His commitment to protecting his family with life and auto insurance reflects his values as an agent. Located near White Plains Hospital and the train station, Jorge invites clients to stop by and discuss their insurance needs. Whether you need car insurance, home insurance, life insurance, renters insurance, or business insurance, Jorge Colon is ready to help you create a solid financial plan. Contact him today for a personalized consultation.

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.

Cesar Carranza: Allstate Insurance is a trusted insurance agency located at 65 Lake Street in White Plains, New York, United States. With a commitment to providing personalized and reliable insurance solutions, Cesar Carranza and his team strive to help clients protect what matters most to them. From auto and home insurance to life and business coverage, they offer a wide range of insurance products to meet the unique needs of each individual. With a focus on exceptional customer service and a dedication to building long-lasting relationships, Cesar Carranza: Allstate Insurance is a go-to choice for insurance in the White Plains area.

Dolores Batista: Allstate Insurance is a reputable insurance agency located at 246 Central Avenue in White Plains, New York. Our dedicated team of professionals is committed to providing top-notch insurance services to our clients, ensuring they have the coverage they need to protect what matters most to them. With a focus on personalized service and tailored insurance solutions, we strive to build long-lasting relationships with our clients. Whether you are looking for auto, home, life, or business insurance, Dolores Batista: Allstate Insurance is here to help you navigate the complexities of the insurance world and find the right coverage for your needs. Visit us today to experience the difference of working with a trusted insurance agency.

Linus Chuang is a healthcare institution located at 15 North Broadway, White Plains, New York, United States. Dr. Chuang is a physician affiliated with the Icahn School of Medicine at Mount Sinai, where faculty members collaborate with pharmaceutical, device, and biotechnology companies to improve patient care and advance scientific research. The institution is committed to promoting ethical and transparent practices in research, clinical care, and teaching. Patients are encouraged to inquire about any financial relationships their physician may have with outside entities. For more information on faculty collaboration with industry, visit Mount Sinai's website.