Tax efficient investment plans in New York, NY
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Anthony Stella - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedAnthony Stella is a Financial Advisor at Ameriprise Financial Services, LLC located at 48 South Service Road, Melville, New York, United States. Anthony holds various certifications and designations 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®, CFP®, 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®. With expertise in asset management, retirement planning, estate planning, investment strategies, and more, Anthony is dedicated to providing comprehensive financial services to individuals and small business owners.
48 S Service Rd Ste 403, Melville, NY 11747, United States -
Edward Jones - Financial Advisor: Ed Zapson, CFP®|AAMS™
● ClosedEdward Jones - Financial Advisor: Ed Zapson, CFP®|AAMS™ is a reputable financial institution located at 71 Smith Avenue in Mount Kisco, New York. Specializing in financial planning and investment management, Ed Zapson, a Certified Financial Planner (CFP®) and Accredited Asset Management Specialist (AAMS™), provides personalized and comprehensive financial advice to help clients achieve their financial goals. With a focus on building long-term relationships and creating customized strategies, Edward Jones - Financial Advisor: Ed Zapson, CFP®|AAMS™ is dedicated to helping clients navigate the complexities of the financial world with confidence and peace of mind.
71 Smith Ave, Mt Kisco, NY 10549, United States -
Janney Montgomery Scott LLC
● ClosedJanney Montgomery Scott LLC is a finance institution located at 1 Manhattanville Road in Harrison, New York, United States. With a strong reputation for providing comprehensive financial services, Janney Montgomery Scott LLC offers personalized investment advice and wealth management solutions to individuals, families, and businesses. Their team of experienced financial advisors are dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to build a portfolio, plan for retirement, or manage your assets, Janney Montgomery Scott LLC is committed to providing top-tier financial services tailored to your unique needs.
1 Manhattanville Rd #402, Purchase, NY 10577, United States -
Anthony Rizzuto - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedAnthony Rizzuto is a dedicated financial advisor at Ameriprise Financial Services, LLC, located at 800 Westchester Avenue in Rye Brook, New York. With years of experience in the finance industry, Anthony provides personalized financial planning and investment advice to help clients achieve their financial goals. Whether you are looking to save for retirement, plan for your children's education, or grow your wealth, Anthony Rizzuto can help create a customized financial strategy tailored to your individual needs. Trust in Anthony Rizzuto and Ameriprise Financial Services, LLC to guide you towards a secure financial future.
800 Westchester Ave Ste 300, Rye Brook, NY 10573, United States -
Peter JD Dedel - Financial Advisor, Ameriprise Financial Services, LLC
● OpenPeter JD Dedel is a trusted financial advisor at Ameriprise Financial Services, LLC located in White Plains, New York. With years of experience in the finance industry, Peter is dedicated to helping clients achieve their financial goals and secure their financial futures. Whether you are planning for retirement, saving for college, or investing for the future, Peter can provide personalized advice and guidance to help you make informed financial decisions. Visit us at 445 Hamilton Avenue to start planning for a brighter financial future today.
445 Hamilton Ave Suite 408, White Plains, NY 10601, United States -
Dillon Frame - TIAA Wealth Management Advisor
● OpenDillon Frame - TIAA Wealth Management Advisor is a finance institution located at 4 Westchester Park Drive in White Plains, New York, United States. As a trusted advisor, Dillon Frame offers personalized wealth management services to help clients achieve their financial goals. With a focus on providing expert guidance and tailored investment strategies, Dillon Frame is dedicated to helping individuals and families build and preserve their wealth for the future. Whether you are planning for retirement, saving for education, or investing for the long term, Dillon Frame - TIAA Wealth Management Advisor is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.
4 Westchester Park Dr #150, White Plains, NY 10604, United States -
Tompkins Financial Advisors
● OpenTompkins 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.
10 Bank St Gr1, White Plains, NY 10606, United States -
Jack Zitomer, CFP - UBS Financial Services Inc.
● OpenJack Zitomer, CFP - UBS Financial Services Inc. is a prestigious financial institution located at 709 Westchester Avenue in White Plains, New York, United States. As a Certified Financial Planner, Jack Zitomer and his team provide a wide range of financial services to help clients achieve their financial goals. With a commitment to excellence and personalized service, they offer expert advice on investments, retirement planning, estate planning, and more. Trustworthy and reliable, Jack Zitomer, CFP - UBS Financial Services Inc. is dedicated to helping clients secure their financial future.
709 Westchester Ave Suite 400, White Plains, NY 10604, United States -
Jeffrey Querido - TIAA Wealth Management Advisor
● ClosedJeffrey 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.
4 Westchester Park Dr #150, White Plains, NY 10604, United States -
Andrew Buscetto - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedAndrew Buscetto is a highly experienced financial advisor at Ameriprise Financial Services, LLC, located at 50 Main Street in White Plains, New York. With a commitment to helping clients achieve their financial goals, Andrew provides personalized financial planning and investment management services. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Andrew Buscetto is dedicated to providing expert guidance and support every step of the way. Contact him today to schedule a consultation and start building a secure financial future.
50 Main St Suite 1560, White Plains, NY 10606, United States -
Lincoln Financial Advisors
● OpenLincoln Financial Advisors is a renowned finance institution located at 800 Westchester Avenue in Rye Brook, New York, United States. With a team of experienced financial advisors, they provide comprehensive financial planning services to help clients achieve their financial goals. Whether it's retirement planning, investment management, or estate planning, Lincoln Financial Advisors offers personalized solutions tailored to each client's unique needs. Trustworthy and reliable, they are committed to helping clients navigate the complexities of the financial world and secure their financial future.
800 Westchester Ave # S504, Rye Brook, NY 10573, United States -
Jarrett Jacobsen - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedJarrett Jacobsen - Financial Advisor, Ameriprise Financial Services, LLC, located at 2900 Westchester Avenue, Harrison, New York, offers a wide range of financial services to meet the needs of individuals and businesses. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Jarrett Jacobsen is well-equipped to provide expert guidance on asset management, retirement planning, estate planning, investment strategies, and insurance products. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, Jarrett Jacobsen can help you achieve your financial goals. With a focus on ethics and professionalism, Jarrett Jacobsen is committed to providing personalized financial advice tailored to your specific needs. Contact them today to schedule a consultation and take the first step towards a secure financial future.
2900 Westchester Ave Ste 300, Purchase, NY 10577, United States -
Joseph P Lombardi - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedJoseph P Lombardi - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 800 Westchester Avenue, Rye Brook, New York, United States, offers a wide range of financial services to meet the diverse needs of its clients. The institution boasts a team of professionals with various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, showcasing their expertise and commitment to providing top-notch financial advice and services. Whether you are looking for retirement planning, estate planning, investment management, or specialized services for seniors, small business owners, or individuals with special needs, Joseph P Lombardi and his team are equipped to help you navigate the complex world of finance. With a focus on ethics, education, and client-centered approach, this institution is dedicated to helping individuals achieve their financial goals and secure their future.
800 Westchester Ave ste s-508, Rye Brook, NY 10573, United States -
John Goodnough - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedJohn Goodnough is a Financial Advisor at Ameriprise Financial Services, LLC located at 800 Westchester Avenue, Rye Brook, New York, United States. John holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, wealth transfers, estate planning, and fiduciary practices. He is dedicated to providing personalized financial advice tailored to the individual needs of his clients, whether they are retirees, small business owners, high net worth clients, or those planning for retirement. With a commitment to ethical standards and ongoing education, John Goodnough is a trusted partner in helping clients achieve their financial goals.
800 Westchester Ave ste s-508, Rye Brook, NY 10573, United States -
Neal Siena - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedNeal Siena - Financial Advisor at Ameriprise Financial Services, LLC is located at 200 Summit Lake Drive in Valhalla, New York, United States. Neal Siena holds several 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 demonstrate his expertise in wealth management, retirement planning, estate planning, investment management, and financial planning for various client needs. Neal Siena is dedicated to providing comprehensive financial advice and guidance to individuals, retirees, small business owners, high net worth clients, and those in need of specialized financial planning services.
200 Summit Lake Drive Ste 360, Valhalla, NY 10595, United States -
Jak Cukaj - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedJak Cukaj - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 200 Summit Lake Drive in Valhalla, New York, offers a range of financial services and expertise. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Jak Cukaj is equipped to assist individuals with asset management, retirement planning, estate planning, investment opportunities, and insurance products. Specializing in areas such as wealth transfers, federal taxation, and retirement planning for domestic partners, Jak Cukaj provides tailored financial solutions for a diverse range of clients. With a focus on ethical practices and continuing education, Jak Cukaj is dedicated to helping clients make informed decisions and achieve their financial goals.
200 Summit Lake Drive Ste 360, Valhalla, NY 10595, United States -
Berard & Associates - Ameriprise Financial Services, LLC
● ClosedBerard & Associates - Ameriprise Financial Services, LLC is a finance institution located at 2 Westchester Park Drive in White Plains, New York, United States. They specialize in providing personalized financial planning and investment services to help individuals and families achieve their financial goals. With a team of experienced financial advisors, they offer a wide range of services including retirement planning, investment management, estate planning, and more. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Berard & Associates - Ameriprise Financial Services, LLC is dedicated to helping you navigate the complexities of the financial world and make informed decisions about your money.
2 Westchester Park Dr #103, White Plains, NY 10604, United States -
Paul D Santucci - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedPaul D Santucci - Private Wealth Advisor, Ameriprise Financial Services, LLC, is a leading financial institution located at 800 Westchester Avenue, Rye Brook, New York, United States. Specializing in private wealth management, our team of experts is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized service and tailored financial solutions, we strive to provide our clients with the guidance and support they need to navigate the complexities of the financial world. Trust in Paul D Santucci and Ameriprise Financial Services, LLC, for all your wealth management needs.
800 Westchester Ave Ste 508, Rye Brook, NY 10573, United States -
Adrian Mohorovich - Ameriprise Financial Services, LLC
● OpenAdrian 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.
2 Westchester Park Dr #103, White Plains, NY 10604, United States -
Frank Sabia - UBS Financial Services Inc.
● OpenFrank Sabia - 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 excellence in financial services, Frank Sabia - UBS Financial Services Inc. offers a wide range of wealth management and investment solutions to help clients achieve their financial goals. Their team of experienced professionals provides personalized advice and guidance to clients, ensuring that their financial needs are met with precision and care. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Frank Sabia - UBS Financial Services Inc. is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
709 Westchester Ave Suite 400, White Plains, NY 10604, United States -
Lara Flanagan - Financial Advisor, Ameriprise Financial Services, LLC
● OpenLara Flanagan is a dedicated financial advisor at Ameriprise Financial Services, LLC, located at 800 Westchester Avenue in Rye Brook, New York. With a focus on providing personalized financial planning and investment strategies, Lara helps clients navigate their financial goals and achieve long-term success. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Lara Flanagan is committed to helping you make informed decisions and secure your financial future. Contact her today to schedule a consultation and take the first step towards financial security.
800 Westchester Ave Ste 508, Rye Brook, NY 10573, United States -
Clifford Sieber - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedClifford Sieber - Financial Advisor at Ameriprise Financial Services, LLC is a trusted financial institution located at 7 East Carver Street in Huntington, New York. With years of experience in the finance industry, Clifford Sieber offers expert financial advice and planning services to help clients achieve their financial goals. Whether you are looking to invest, save for retirement, or plan for the future, Clifford Sieber can provide personalized strategies to meet your needs. Contact them today to schedule a consultation and take the first step towards securing your financial future.
7 E Carver St, Huntington, NY 11743, United States -
Thomas Easow - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedThomas Easow is a trusted financial advisor at Ameriprise Financial Services, LLC located at 7 East Carver Street in Huntington, New York. With years of experience in the finance industry, Thomas Easow helps clients achieve their financial goals through personalized strategies and expert advice. Whether you are planning for retirement, saving for your child's education, or investing for the future, Thomas Easow can provide you with the guidance and support you need. Contact Thomas Easow at Ameriprise Financial Services, LLC today to take control of your financial future.
7 E Carver St, Huntington, NY 11743, United States -
Egener wealth management
● ClosedEgener Wealth Management is a reputable finance institution located at 501 Harris Road in Bedford Hills, New York, United States. Our experienced team of financial experts is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. With a focus on building long-term relationships and providing top-notch customer service, Egener Wealth Management is committed to guiding clients towards financial success and security. Contact us today to learn more about how we can help you manage and grow your wealth effectively.
501 Harris Rd, Bedford Hills, NY 10507, United States -
Hawkes Financial
● OpenHawkes Financial is a reputable finance institution located at 77 Bedford Road in Katonah, New York, United States. With a team of experienced financial experts, Hawkes Financial offers a wide range of financial services to individuals and businesses. From investment planning to wealth management, Hawkes Financial is dedicated to helping clients achieve their financial goals. Visit us today to learn more about our personalized financial solutions.
77 Bedford Rd, Katonah, NY 10536, United States -
Randall Watsek - Raymond James
● OpenRandall Watsek - Raymond James is a leading financial institution located in Mount Kisco, New York. Specializing in wealth management and investment services, our experienced team of professionals is dedicated to helping clients achieve their financial goals. With a focus on personalized service and expert advice, we strive to provide our clients with the tools and resources they need to make informed decisions about their finances. Whether you are planning for retirement, saving for the future, or looking to grow your wealth, Randall Watsek - Raymond James is here to help you every step of the way. Visit us at 41 South Moger Avenue to learn more about how we can assist you in reaching your financial aspirations.
41 S Moger Ave, Mt Kisco, NY 10549, United States -
Zachary Norman - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedZachary Norman, a financial advisor at Ameriprise Financial Services, LLC in Pleasantville, New York, provides expert guidance and personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships and understanding each client's unique needs, Zachary Norman offers tailored investment strategies, retirement planning, estate planning, and more. Located at 427 Bedford Road, Zachary Norman is dedicated to helping individuals and families make informed decisions about their financial future.
427 Bedford Rd Ste 110, Pleasantville, NY 10570, United States -
Eric P Nachman - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedEric P Nachman - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 427 Bedford Road, Pleasantville, New York, United States, offers a wide range of financial services and expertise. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Eric P Nachman is equipped to assist individuals with various financial needs. From asset management to retirement planning, estate planning to investment opportunities, Eric P Nachman provides personalized and comprehensive financial advice. Whether you are a retiree, small business owner, high net worth individual, or someone in need of specialized financial planning, Eric P Nachman has the knowledge and experience to help you achieve your financial goals. Contact Eric P Nachman - Private Wealth Advisor, Ameriprise Financial Services, LLC, for expert financial guidance and support.
427 Bedford Rd Ste 110, Pleasantville, NY 10570, United States -
Brigitte M Davison - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedBrigitte M Davison, a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 200 Summit Lake Drive in Valhalla, New York, offers a comprehensive range of financial services to meet the needs of individuals and businesses. Brigitte M Davison holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing her expertise in asset management, estate planning, retirement planning, and investment strategies. With a focus on ethical practices and continuing education, Brigitte M Davison provides personalized financial advice to help clients achieve their financial goals. Whether you are planning for retirement, managing investments, or navigating complex financial decisions, Brigitte M Davison can provide the guidance and expertise you need. Contact Brigitte M Davison today to learn more about how she can help you secure your financial future.
200 Summit Lake Drive Ste 210, Valhalla, NY 10595, United States -
Darrel Upson - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedDarrel Upson - Private Wealth Advisor at Ameriprise Financial Services, LLC is located at 427 Bedford Road, Pleasantville, New York, United States. As a recipient of the Ameriprise Client Experience Award, we prioritize what is most important to you, whether it be retirement planning, education savings, or major purchases. We provide personalized investment and portfolio recommendations based on your goals and risk tolerance. Our team at Hudson Peak Wealth Advisors is dedicated to helping you track your progress towards your financial goals and adjusting your plan as life changes. With secure online access to your accounts, you can easily monitor your investments and progress. Schedule a complimentary initial consultation to learn more about how we can help you achieve financial success. Securities offered through Ameriprise Financial Services, LLC, Member FINRA and SIPC. Darrel Upson is registered to conduct securities business in certain states. Let's meet to discuss your financial goals and create a plan for a more confident financial future.
427 Bedford Rd Ste 110, Pleasantville, NY 10570, United States
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