TOP 30 Special needs advisor in Mamaroneck, New York

18 results found

Nina Daoud is a Financial Advisor at Ameriprise Financial Services, LLC located at 440 Mamaroneck Avenue, Harrison, New York, United States. As a certified 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® professional, Nina Daoud offers a wide range of financial services and expertise. With a focus on asset management, estate planning, retirement planning, and investment strategies, Nina Daoud is dedicated to providing comprehensive and personalized financial advice to individuals, retirees, small business owners, and high net worth clients. Contact Nina Daoud today for expert financial guidance and support.

Craig Frank is a Financial Advisor at Ameriprise Financial Services, LLC located at 600 Mamaroneck Avenue, Harrison, New York, United States. Craig holds various certifications including 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 showcase Craig's expertise in various areas of finance including asset management, retirement planning, estate planning, investment analysis, and insurance products. Craig is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. Contact Craig Frank today for all your financial advisory needs.

Nancy S Daoud is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 440 Mamaroneck Avenue, Harrison, New York, United States. Nancy holds various certifications such as 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®. Nancy specializes in providing comprehensive financial planning services for individuals, retirees, small business owners, and high net worth clients. She is dedicated to upholding the highest ethical standards and continuously improving her expertise to better serve her clients' needs. Contact Nancy S Daoud for expert advice on wealth management, retirement planning, estate planning, investment strategies, and more.

Terence Gibbons - Financial Advisor at Ameriprise Financial Services, LLC, located at 440 Mamaroneck Avenue, Harrison, New York, United States, is a finance institution offering a wide range of services to meet the diverse needs of individuals and businesses. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Terence Gibbons is equipped to provide expert advice on asset management, investment strategies, estate planning, retirement planning, and other financial needs. The institution also offers specialized certifications such as Behavioral Financial Advisor, Chartered Advisor in Philanthropy®, Certified Divorce Financial Analyst, and Certified Estate Planner™ to cater to unique financial situations. With a team of highly qualified professionals and a commitment to ethical standards, Terence Gibbons - Financial Advisor is dedicated to helping clients achieve their financial goals and secure their future.

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.

Jennings Financial Advisory Corp is a reputable institution located at 214 Mamaroneck Avenue in White Plains, New York, United States. Specializing in finance, insurance, and real estate services, they offer expert advice and guidance to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Jennings Financial Advisory Corp is dedicated to providing personalized solutions tailored to each client's unique needs. Whether you are looking to invest, protect your assets, or buy/sell property, they are committed to helping you make sound financial decisions. Visit their office today to learn more about their comprehensive services.

Westhill Accounting and Tax Services is a reputable institution located at 500 Mamaroneck Avenue in Harrison, New York. Specializing in accounting and finance, our team of experts is dedicated to providing top-notch services to individuals and businesses alike. With a commitment to accuracy and efficiency, we offer a wide range of services including tax preparation, bookkeeping, payroll management, and financial consulting. Trust Westhill Accounting and Tax Services to handle all of your financial needs with professionalism and expertise.

Smart Tax Services is a comprehensive financial institution located at 125 Halstead Avenue in Mamaroneck, New York. Our team of experienced professionals specializes in accounting, finance, legal services, and real estate transactions. Whether you need help with tax preparation, financial planning, legal advice, or buying/selling property, our experts are dedicated to providing top-notch service and personalized solutions to meet your specific needs. Trust Smart Tax Services for all your financial and real estate needs in the United States.

Get Help Tax & Bookkeeping is a reliable and professional institution located at 333 Mamaroneck Avenue in White Plains, New York. Specializing in accounting and finance, we offer tax preparation services for individuals and small business owners in all 50 states. Our team includes Enrolled Agents, federally licensed tax professionals who can represent taxpayers before the IRS. Enrolled Agents have the same rights as CPAs and can assist with federal and state tax issues, including audits and property liens. With our secure online portal, you can easily upload your documents for efficient and accurate tax filing. Trust Get Help Tax & Bookkeeping for all your tax and bookkeeping needs.

Paldino Company CPA is a reputable accounting and finance institution located at 180 East Boston Post Road in Mamaroneck, New York, United States. Our team of certified public accountants provides a wide range of financial services to individuals and businesses, including tax preparation, auditing, bookkeeping, and financial planning. With years of experience and a commitment to excellence, Paldino Company CPA is dedicated to helping our clients achieve their financial goals. Contact us today to learn more about how we can assist you with your accounting and finance needs.

A.J. Benet, Inc. Insurance is a health and insurance agency located at 430 Center Avenue in Mamaroneck, New York, United States. Specializing in personal and business insurance for the Metro New York Area, A.J. Benet Insurance has been serving clients for over 50 years. With a commitment to getting to know their customers and their unique needs, the agency strives to provide personalized service and support throughout all of life's changes and major events. Whether it's protecting a family or a business, A.J. Benet, Inc. Insurance is dedicated to being there for their clients when they need them most.

Nationwide Insurance: Kt Insurance Agency Inc. is located at 110 Mamaroneck Avenue, White Plains, New York, United States. This insurance agency offers a variety of insurance policies to protect your auto, home, business, and personal property. Specializing in Agriculture, Auto, Commercial, Condo, Farm, Home, Powersports, and Renters insurance, Kt Insurance Agency Inc. is dedicated to providing you with the coverage you need. Whether you need to protect your home and family from loss or ensure your business is covered in case of unforeseen events, Nationwide has a policy for you. With customizable options and knowledgeable agents, you can trust Kt Insurance Agency Inc. to find the right insurance plan for your specific needs. Contact them today at (914) 259-8944 or visit their office to learn more about their insurance products and services.

York International Agency, LLC is a reputable insurance agency located at 500 Mamaroneck Avenue in Harrison, New York. With a commitment to providing top-notch insurance solutions, the agency offers a wide range of insurance products to meet the diverse needs of individuals and businesses. Their team of experienced professionals is dedicated to helping clients find the best insurance coverage at competitive rates. Whether you are looking for auto, home, life, or commercial insurance, York International Agency, LLC is a trusted partner that you can rely on for all your insurance needs.

Diversified Retirement Corporation is a finance institution located at 440 Mamaroneck Avenue in Harrison, New York, United States. Specializing in retirement planning and investment management, Diversified Retirement Corporation offers a wide range of financial services to help individuals secure their financial future. With a team of experienced professionals, they provide personalized advice and strategies tailored to each client's unique goals and needs. Whether you are planning for retirement or looking to grow your wealth, Diversified Retirement Corporation is dedicated to helping you achieve financial success.

Welcome to the Chase ATM located at 134 Mamaroneck Avenue, White Plains, New York 10601. As a trusted part of the Chase network, we offer a wide range of financial services designed to meet your banking needs with convenience and security. Our ATM provides quick and easy access to your accounts, allowing you to perform essential transactions such as cash withdrawals, deposits, and balance inquiries at any time. Whether you’re managing personal finances or handling business transactions, our state-of-the-art facilities ensure a seamless banking experience.

Welcome to Chase Bank, conveniently located at 134 Mamaroneck Avenue, White Plains, New York 10601, United States. As a leading provider in banking, finance, and ATM services, Chase Bank is committed to helping you achieve financial success. At Chase, we offer a comprehensive range of services tailored to meet both personal and business needs. Our Business Banking division provides expert guidance to help improve cash flow, manage payroll, and offer credit solutions. We also provide robust online and mobile services, business credit cards, and payment acceptance solutions designed specifically for businesses.

Welcome to Chase Bank, located at 501 Mamaroneck Avenue, White Plains, New York 10605. As a leading provider of financial services, Chase offers a comprehensive range of banking solutions designed to meet your personal and business needs. Our services include ATM access, personal banking, and a variety of financial products. For business customers, we provide specialized guidance through our team of business professionals who focus on enhancing cash flow, offering tailored credit solutions, and managing payroll efficiently. Our suite of services includes online and mobile banking, business credit cards, and payment acceptance solutions crafted specifically for businesses.

Welcome to Chase Bank, conveniently located at 1214 Mamaroneck Avenue, White Plains, New York 10605, United States. As a premier financial institution, we offer a comprehensive range of services tailored to meet your banking, investing, and financial needs. At Chase Bank, we pride ourselves on providing a seamless banking experience. Whether you're managing your personal finances or running a business, our team of experienced professionals is here to guide you. Our services include cash flow management, credit solutions, and payroll assistance, ensuring your business operates smoothly and efficiently.