TOP 30 Strategic investment analysis in White Plains, New York

35 results found

Laura I. Rotter, CFA, CFP™, MBA, Financial Advisor is a reputable finance institution located in White Plains, NY. With a strong background in finance, including the prestigious designations of Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP), as well as a Master of Business Administration (MBA), Laura I. Rotter provides expert financial advice and guidance to clients. The institution is dedicated to helping individuals and businesses in the Harrison, New York area achieve their financial goals and secure their financial futures. Located at 500 Mamaroneck Avenue, this institution is a trusted partner in wealth management, investment planning, and financial planning services.

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.

Hunter Financial Advisors, Inc. is a reputable finance institution located at 120 White Plains Road in Tarrytown, New York. With a team of experienced financial advisors, they specialize in providing personalized financial planning and investment management services to help clients achieve their financial goals. Whether you are looking to plan for retirement, save for your child's education, or grow your wealth, Hunter Financial Advisors, Inc. can provide expert guidance and support every step of the way. Trust in their expertise and dedication to help you secure your financial future.

Clarfeld Financial Advisors is a premier finance institution located at 520 White Plains Road in Tarrytown, New York. With a commitment to providing personalized financial solutions, Clarfeld Financial Advisors offers a wide range of services to help clients achieve their financial goals. From investment planning to retirement strategies, their team of experienced professionals is dedicated to helping individuals and families navigate the complexities of the financial world. Trust Clarfeld Financial Advisors to provide expert guidance and support as you work towards a secure financial future.

Seven Bridges Wealth Advisors - Ameriprise Financial Services, LLC is a finance institution located at 50 Main Street, White Plains, New York, United States. Ameriprise financial advisors are registered to do business in certain U.S. states. The initial consultation provides an overview of financial planning concepts, although no written analysis or recommendations will be given. Ameriprise Financial cannot guarantee future financial results. Users of the site agree to be bound by the terms of the Ameriprise Financial Website Rules and Regulations. The institution is a member of FINRA and SIPC. They appreciate the opportunity to help friends or family members achieve their financial goals and offer a referral program. Privacy and security are a top priority, with information available on their website.

Merrill Lynch Financial Advisor John Van Steen is a reputable finance institution located at 360 Hamilton Avenue in White Plains, New York, United States. With years of experience in the financial industry, John Van Steen provides expert advice and personalized financial 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 John Van Steen is dedicated to providing top-notch service and guidance to help you navigate the complexities of the financial world.

1879 Advisors is a leading finance institution located at 445 Hamilton Avenue in White Plains, New York. With a strong track record of success since its establishment, 1879 Advisors offers a wide range of financial services to individuals and businesses alike. Their team of experienced advisors provides expert guidance and personalized solutions to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, 1879 Advisors is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

NYC Advisors, LLC is a finance institution located at 445 Hamilton Avenue in White Plains, New York, United States. Our team of experienced financial advisors offers a wide range of services to help clients achieve their financial goals. From investment management to retirement planning, we provide personalized solutions to meet the unique needs of each individual or business. With a commitment to excellence and a focus on client satisfaction, NYC Advisors, LLC is dedicated to helping our clients navigate the complexities of the financial world with confidence and peace of mind.

Martone Capital Management is a leading finance institution located at 50 Main Street in White Plains, New York. Our team of experienced professionals specializes in providing personalized investment management services to help our clients achieve their financial goals. With a strong track record of success, we offer a range of investment strategies tailored to meet the unique needs of each individual client. Trust Martone Capital Management to provide expert guidance and support as you navigate the complexities of the financial markets.

Trivium Point Advisory is a financial institution located at 711 Westchester Avenue in White Plains, New York. We are excited to announce that we have welcomed Paradigm Financial Partners and Lyons & Lyons, CPAs to our team. At Trivium, we focus on creating a connection between people, processes, and finances, providing our clients with essential financial strategies through wealth management, tax and accounting, and business advisory services all in one place. Our dedicated team at Trivium Point Advisory is committed to serving individuals who are looking for a central advisor for their financial needs. We offer a unique experience by combining wealth management, accounting, and business advisory services for those who value financial stewardship. We are here to help you understand your numbers and create a personalized financial roadmap to help you reach your goals.

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.

Merrill Lynch Financial Advisor Kimberly H Rodgers is located at 360 Hamilton Avenue, White Plains, New York, United States. With nearly 20 years of industry experience, Kim is dedicated to helping clients identify and pursue their personal financial goals. She holds the title of First Vice President and is a CERTIFIED FINANCIAL PLANNER™, Chartered Retirement Planning Counselor, Certified Investment Management Analyst, and Sports and Entertainment - Accredited Wealth Management Advisor. Kim works closely with clients to develop a personalized plan centered on their goals and priorities. She believes in open communication and engaging families in the financial decision-making process. As your Merrill advisor, Kim will work with you to develop a customized investment approach to address your needs and pursue your goals. Whether you're planning for retirement, saving for a home, or funding education, Kim is dedicated to helping you achieve what matters most to you.

Merrill Lynch Financial Advisor Kirk D Maraglia, located at 360 Hamilton Avenue, White Plains, New York, is dedicated to understanding your values and helping you achieve your financial goals. With over 25 years of experience in financial services, Kirk can assist you in building a personalized wealth management strategy tailored to your individual needs. The team at Merrill Lynch focuses on creating comprehensive financial plans that evolve with your changing life and goals. By utilizing the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, they aim to provide personalized advice and measurable goals to help you pursue what matters most to you. As a Sports & Entertainment Accredited Wealth Management Advisor™, Kirk Maraglia is committed to helping you navigate the complexities of the financial landscape and achieve your goals. Whether you are planning for retirement, saving for a home, or funding a child's education, the team at Merrill Lynch is here to support you every step of the way.

The Portfolio Strategy Group is a leading finance institution located at 50 Main Street in White Plains, New York, United States. Our team of experts specializes in creating customized investment portfolios tailored to meet the unique financial goals and risk tolerances of our clients. With a focus on strategic asset allocation and risk management, we strive to maximize returns while minimizing volatility. Whether you are an individual investor looking to grow your wealth or a business seeking to optimize your financial resources, The Portfolio Strategy Group is here to help you achieve your financial objectives. Contact us today to schedule a consultation and learn more about how we can assist you in reaching your financial goals.

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.

EisnerAmper LLP is a leading accounting and finance institution located at 1 Gannet Drive, White Plains, New York, United States. They offer a wide range of services including accounting, audit, tax, advisory, and outsourcing services to help businesses, government organizations, and individuals navigate through challenges and opportunities. With industry-specific expertise and cutting-edge technologies, EisnerAmper helps clients position themselves for growth, profitability, and success. They provide insights, analysis, and perspectives to keep clients informed and prepared for the future. Additionally, EisnerAmper offers downloadable guides on topics such as cybersecurity and tax planning, as well as hosts events like the Women in Alternative Investment Industry Cinco De Mayo Soiree. Clients value EisnerAmper for their talent, knowledge, reasonable rates, and commitment to solving problems.

Steven M Kaplan, CPA/ABV, MBA is a reputable accounting and finance institution located at 333 Westchester Avenue in White Plains, New York, United States. With a team of experienced professionals, including Certified Public Accountants and Accredited in Business Valuation experts, the institution offers a wide range of financial services to individuals and businesses. From tax preparation and planning to business valuation and financial consulting, Steven M Kaplan, CPA/ABV, MBA is dedicated to providing high-quality, personalized services to meet the unique needs of each client. Whether you are looking for assistance with your personal finances or seeking expert advice for your business, this institution is committed to helping you achieve your financial goals.

Tompkins Financial Advisors is a leading finance institution located at 10 Bank Street in White Plains, New York, United States. With a team of experienced financial experts, they offer a wide range of services including investment management, retirement planning, estate planning, and more. Their personalized approach to financial planning helps clients achieve their goals and secure their financial future. Trust Tompkins Financial Advisors to provide expert guidance and support for all your financial needs.

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.

John Cirocco - UBS Financial Services Inc. is a reputable finance institution located at 709 Westchester Avenue in White Plains, New York. With a focus on providing comprehensive financial services to clients, the institution offers a wide range of investment options and personalized financial planning strategies. The experienced team at John Cirocco - UBS Financial Services Inc. is dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking to invest, save for retirement, or plan for your family's future, this institution can provide the expertise and guidance you need.

Merrill Lynch Financial Advisor Sarah P Camp is a finance institution located at 360 Hamilton Avenue in White Plains, New York, United States. With a focus on providing personalized financial advice and services, Sarah P Camp and her team strive to help clients achieve their financial goals and secure their financial future. Whether you are looking to invest, plan for retirement, or manage your wealth, Merrill Lynch Financial Advisor Sarah P Camp offers expert guidance and support to help you make informed decisions. Visit their office today to learn more about their comprehensive financial services.

Burchell Wealth Management - UBS Financial Services Inc. is a prestigious finance institution located at 709 Westchester Avenue in White Plains, New York, United States. With a strong reputation for excellence in financial services, Burchell Wealth Management offers a wide range of investment and wealth management solutions tailored to meet the unique needs of their clients. Their team of experienced professionals provides personalized guidance and expertise to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Burchell Wealth Management - UBS Financial Services Inc. is dedicated to helping you secure a prosperous financial future.

Daniel McMahon - 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 provide a wide range of services to help individuals and businesses manage their wealth and investments. With a team of experienced professionals, Daniel McMahon - UBS Financial Services Inc. offers personalized financial solutions tailored to their clients' unique needs and goals. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial markets, this institution is dedicated to helping you achieve financial success.

Prescient Markets LLC is a premier food and grocery store located at 445 Hamilton Avenue in White Plains, New York. Our institution is dedicated to providing customers with a wide selection of fresh and high-quality products at competitive prices. Whether you're looking for everyday essentials or specialty items, our store has everything you need to stock your pantry and fridge. Visit us today and experience the convenience and quality of Prescient Markets LLC.

Robert Rimberg & Associates LLC is a reputable accounting and finance institution located at 1025 Westchester Avenue in White Plains, New York, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. From tax preparation to financial planning, they strive to provide their clients with top-notch services and expert advice to help them achieve their financial goals. Whether you need assistance with bookkeeping, budgeting, or investment strategies, Robert Rimberg & Associates LLC is dedicated to providing personalized solutions tailored to meet your specific needs. Trustworthy, reliable, and committed to excellence, this institution is a trusted partner for all your accounting and finance needs.

Grant McCarthy Group LLC is a finance institution located at 777 Westchester Avenue in White Plains, New York. With a strong focus on providing expert financial services and solutions, Grant McCarthy Group LLC is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, wealth management services, or assistance with financial planning, the experienced team at Grant McCarthy Group LLC is committed to providing personalized and professional service. Trust in Grant McCarthy Group LLC to help you navigate the complexities of the financial world and secure your financial future.

Tangent Point LLC is a finance institution located at 150 East Post Road in White Plains, New York, United States. Specializing in investment management and financial advisory services, Tangent Point LLC offers personalized solutions to help clients achieve their financial goals. With a team of experienced professionals and a commitment to excellence, Tangent Point LLC is dedicated to providing top-notch financial services to individuals and businesses alike.

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.

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.

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.