Wealth administration in White Plains, New York
Search for local businesses, places and services near you
- United States
- Alabama
- Alaska
- Arizona
- Arkansas
- California
- Colorado
- Connecticut
- Delaware
- Florida
- Georgia
- Hawaii
- Idaho
- Illinois
- Indiana
- Iowa
- Kansas
- Kentucky
- Louisiana
- Maine
- Maryland
- Massachusetts
- Michigan
- Minnesota
- Mississippi
- Missouri
- Montana
- Nebraska
- Nevada
- New Hampshire
- New Jersey
- New Mexico
- New York
- North Carolina
- North Dakota
- Ohio
- Oklahoma
- Oregon
- Pennsylvania
- Rhode Island
- South Carolina
- South Dakota
- Tennessee
- Texas
- Utah
- Vermont
- Virginia
- Washington
- West Virginia
- Wisconsin
- Wyoming
- Ukraine
- United Kingdom
- Italy
- Poland
- Australia
- Spain
- New Zealand
- France
- Germany
- Ireland
Laura I. Rotter, CFA, CFP™, MBA, Financial Advisor - White Plains, NY
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.
MM Wealth Management - UBS Financial Services Inc.
MM Wealth Management - UBS Financial Services Inc. is a prestigious finance institution located at 709 Westchester Avenue, White Plains, New York, United States. With a reputation for excellence and expertise in wealth management, this institution offers a wide range of financial services to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or estate planning, the dedicated team at MM Wealth Management - UBS Financial Services Inc. is committed to providing personalized solutions tailored to your individual needs. Trust in their experience and knowledge to help you secure your financial future.
Morgan Legal Group P.C. | Westchester
At Morgan Legal Group P.C. in Westchester, located at 777 Westchester Avenue, White Plains, New York, our team of trained professionals specializes in estate planning. We pride ourselves on providing personalized service tailored to each client's specific needs and requests. Unlike large assembly-line law firms, our clients have direct access to an attorney whenever they have a question. Our attorneys possess a deep knowledge and experience in estate planning, with certifications and advanced training in this area of law. We take a comprehensive approach to estate planning, offering services such as wills, trusts, powers of attorney, and healthcare directives all under one roof. Our focus is on preserving and protecting our clients' legacy and assets, with strategies to minimize estate taxes and ensure a smooth transition of assets to beneficiaries.
Evan Rogers Law, P.C.
Evan Rogers Law, P.C. is a results-oriented law firm located at 4419 White Plains Road in New York, United States. Specializing in Probate and Administration cases in the Bronx, Manhattan, Queens, Brooklyn, Westchester, and Rockland Counties, Evan Rogers has over forty years of experience helping individuals around the world with their legal needs. Whether you are dealing with a Last Will and Testament, cooperative or condominium apartment purchases, or landlord-tenant disputes, Evan Rogers Law, P.C. is here to provide expert legal guidance. With a focus on helping clients navigate the complexities of the legal system, Evan Rogers Law, P.C. is dedicated to achieving the best possible outcomes for their clients. Contact them today for all your legal needs.
Mahandra Persaud PC
Mahandra Persaud PC is a renowned law firm located at 4200 White Plains Road in New York, United States. Specializing in various legal services, Mahandra Persaud PC is dedicated to providing top-notch legal representation to clients in need. With a team of experienced and skilled lawyers, this institution offers expert advice and guidance in a wide range of legal matters. Whether you are facing a personal injury case, need assistance with real estate transactions, or require help with estate planning, Mahandra Persaud PC is committed to delivering exceptional legal services tailored to meet your specific needs. Trustworthy, reliable, and professional, Mahandra Persaud PC is the go-to law firm for all your legal needs.
Goldman Gruder & Woods LLC
Goldman Gruder & Woods LLC is a prestigious law firm located at 120 White Plains Road in Tarrytown, New York. Specializing in a wide range of legal services, the firm is known for its expertise in various areas of law including corporate law, real estate law, and estate planning. With a team of experienced attorneys dedicated to providing top-notch legal representation, Goldman Gruder & Woods LLC is committed to delivering personalized solutions tailored to meet the needs of each client. Whether you are seeking legal advice for business matters or personal issues, you can trust in the professionalism and integrity of Goldman Gruder & Woods LLC.
THE LAW OFFICE OF MICHAEL CAMPOREALE, P.C.
The Law Office of Michael Camporeale, P.C. is a dedicated firm with extensive legal experience specializing in elder law, estate planning, Medicaid planning, asset protection, and more. Located at 3867 East Tremont Avenue in New York, United States, the firm is committed to empowering seniors with knowledge, compassion, and peace of mind. The team at The Law Office of Michael Camporeale, P.C. is well-versed in navigating the complexities of Medicaid laws and ensuring asset safety for their clients. They offer a range of services including wills, power of attorney, living trusts, estate planning, personal injury, and more.
Miller & Lee LLP
Miller & Lee LLP is a prestigious law firm located at 670 White Plains Road in Scarsdale, New York. With a team of experienced attorneys, they provide a wide range of legal services to clients in the United States. Specializing in various areas of law, including corporate law, real estate law, and estate planning, Miller & Lee LLP is dedicated to providing top-notch legal representation and personalized service to each and every client. Whether you are in need of legal advice, representation in court, or assistance with complex legal matters, you can trust Miller & Lee LLP to handle your case with professionalism and expertise.
Peirce & Salvato PLLC
Peirce & Salvato PLLC is a prominent law firm located at 8 Cottage Place in White Plains, New York. Our team of experienced attorneys specializes in a wide range of legal services, including personal injury, medical malpractice, real estate, and estate planning. We are dedicated to providing our clients with personalized and effective representation to help them navigate through their legal challenges. With a commitment to excellence and a track record of success, Peirce & Salvato PLLC is a trusted choice for individuals and businesses seeking high-quality legal services in the White Plains area.
Midland Trust Company: Drew Bender
Midland Trust Company: Drew Bender is a reputable finance institution located at 120 White Plains Road in Tarrytown, New York, United States. With a strong focus on trust and reliability, this company offers a wide range of financial services to individuals and businesses. Led by Drew Bender, a seasoned professional in the finance industry, the institution prides itself on providing personalized and expert financial guidance to help clients achieve their financial goals. Whether you are looking for investment advice, wealth management services, or retirement planning, Midland Trust Company: Drew Bender is committed to helping you secure a stable financial future.
Hudson Valley Financial Group - Ameriprise Financial Services, LLC
Hudson Valley Financial Group - Ameriprise Financial Services, LLC, located at 399 Knollwood Road in White Plains, New York, is a finance institution that focuses on helping clients achieve their financial goals. They offer personalized investment recommendations based on individual goals and risk tolerance, and provide regular reviews to track progress and make adjustments as needed. Clients can access their investments and accounts from any device, securely track their progress, and schedule complimentary initial consultations to get started. The institution also offers insights on market trends and risk tolerance, emphasizing the importance of understanding and managing risk in investment strategies. Ameriprise financial advisors are registered to do business in specific U.S. states, and clients can find additional information on the advisor's personal website or through FINRA's BrokerCheck website. The institution values client referrals and is committed to helping friends and family members achieve their financial goals. Users of the website are bound by the terms of the Ameriprise Financial Website Rules and Regulations, and the institution prioritizes privacy and security for all clients. Ameriprise Financial Services, LLC is a member of FINRA and SIPC.
George Paul Kanas, CFP, CRPC - UBS Financial Services Inc.
George Paul Kanas, CFP, CRPC - UBS Financial Services Inc. is a renowned finance institution located at 709 Westchester Avenue, White Plains, New York, United States. With a team of highly qualified professionals, they offer a wide range of financial services to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management, George Paul Kanas and his team are dedicated to providing personalized solutions tailored to your individual needs. Trust in their expertise and experience to secure your financial future.
Judy N. Cuzzacrea Wagner
Welcome to Judy N. Cuzzacrea Wagner's Law Office, conveniently located at 726 Exchange Street, Buffalo, New York. As a seasoned attorney specializing in estate planning and elder care law, Judy is dedicated to providing personalized legal counsel to individuals, families, and business clients. With a deep understanding of wealth planning, she helps clients design comprehensive strategies to preserve, protect, and transfer their assets to future generations. Judy's extensive legal expertise encompasses the use of various tools such as wills, trusts, and pre-nuptial agreements. She is adept at minimizing tax liabilities through strategic planning involving credit shelter trusts, QTIPs, and ILITs. Recognizing the unpredictable nature of life, Judy emphasizes proactive estate planning but is equally prepared to address urgent needs.
Rosenblatt Mcgarrity
Welcome to Rosenblatt McGarrity, your trusted legal partner located in the heart of White Plains, New York. Situated at 200 Mamaroneck Avenue, we are dedicated to providing exceptional legal services to our community and beyond. At Rosenblatt McGarrity, our team of experienced attorneys specializes in a wide range of legal areas, ensuring that you receive comprehensive and personalized legal support tailored to your unique needs. Whether you require assistance with personal injury claims, family law matters, real estate transactions, or business litigation, we are committed to delivering expert guidance and effective solutions. Our client-focused approach prioritizes clear communication, integrity, and a deep understanding of the law, ensuring that you feel confident and supported throughout your legal journey. Discover the Rosenblatt McGarrity difference today and let us help you navigate the complexities of the legal system with professionalism and care. Contact us to schedule a consultation and learn how we can assist you in achieving the best possible outcome for your legal matters.
Szczesniak Andrew W
Welcome to Szczesniak Andrew W, your trusted legal partner in White Plains, New York. Conveniently located at 222 Mamaroneck Avenue, our law office is dedicated to providing exceptional legal services with a personal touch. Led by Andrew W. Szczesniak, an experienced and compassionate attorney, we specialize in a wide range of legal areas to meet your unique needs. Our commitment is to guide you through complex legal matters with professionalism, integrity, and a client-focused approach. Whether you require assistance with family law, real estate transactions, or estate planning, we are here to offer expert advice and representation.
Jeannine Padula Goche, Esq.
Welcome to Jeannine Padula Goche, Esq. Located in the heart of Eastchester, New York, Jeannine Padula Goche, Esq. offers expert legal services with a personal touch. Situated at 575 White Plains Road, our practice is dedicated to providing comprehensive legal solutions tailored to meet the unique needs of each client.
Retta Robert
Welcome to Retta Robert, your trusted legal partner located in the heart of Eastchester, New York. Situated at 575 White Plains Road, our law firm is dedicated to providing exceptional legal services to the local community and beyond. At Retta Robert, we understand that navigating the legal landscape can be challenging, which is why we are committed to offering personalized and comprehensive legal solutions tailored to meet your unique needs. Our experienced team of attorneys specializes in a wide range of legal areas, ensuring that you receive expert guidance and representation in matters that are important to you. Whether you require assistance with family law, real estate transactions, estate planning, or any other legal concerns, we are here to help you every step of the way.
David J. Babel, Esq., P.C.
Welcome to David J. Babel, Esq., P.C., where expert legal counsel meets personalized financial guidance. Conveniently located at 575 White Plains Road, Eastchester, New York, our firm is dedicated to providing comprehensive legal and financial solutions tailored to meet your individual needs. With a focus on finance and law, David J. Babel, Esq., P.C. offers a wide range of services including estate planning, tax law, corporate finance, and real estate transactions. Our experienced team is committed to helping you navigate complex legal landscapes with ease and confidence. Whether you're planning for the future or managing current financial challenges, trust us to deliver the expertise and support you need. Contact us today to schedule a consultation and discover how we can assist you in achieving your goals.
Bosworth, Gray & Fuller
Welcome to Bosworth, Gray & Fuller, your trusted Bronxville Estate Planning Attorneys and Westchester County Lawyers. Conveniently located at 116 Kraft Avenue, Bronxville, New York 10708, our firm has been dedicated to serving the legal needs of our community since 1967. At Bosworth, Gray & Fuller, we understand the importance of having a reliable and experienced attorney by your side, whether you're dealing with estate planning concerns or navigating the complexities of purchasing a home. Our team combines the expertise of a large New York law firm with the personalized service and affordability of a smaller practice, ensuring that your interests are zealously protected.
Estates & Trusts Tax CPA
Welcome to Estates & Trusts Tax CPA, your trusted partner for expert accounting and financial services in White Plains, New York. Conveniently located at 117 Hillair Circle, we specialize in providing comprehensive tax solutions tailored to the unique needs of estates and trusts. Our dedicated team of experienced Certified Public Accountants is committed to delivering personalized service and strategic advice to help you navigate the complexities of estate planning and trust management. At Estates & Trusts Tax CPA, we understand the importance of preserving your legacy and ensuring financial peace of mind for you and your beneficiaries. We offer a wide range of services, including tax preparation, compliance, and consulting, all designed to optimize your tax situation and safeguard your assets. Our client-centric approach means that we work closely with you to understand your goals and develop customized strategies that align with your financial objectives.
Mutual of America Regional Office Tarrytown, NY
Welcome to the Mutual of America Regional Office in Tarrytown, NY. Conveniently located at 120 White Plains Road, Tarrytown, New York 10591, our office is dedicated to providing exceptional financial services and solutions tailored to meet the unique needs of our clients. As a leading provider in the finance industry, we specialize in retirement plans, investment services, and insurance products designed to help individuals, businesses, and organizations achieve their financial goals. Our team of experienced professionals is committed to delivering personalized guidance and support, ensuring that our clients have the resources and knowledge they need to make informed financial decisions. Visit us today to discover how Mutual of America can help secure your financial future.
People also searched for:
List of local businesses, places and services in New York
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos