Wealth strategy in Mamaroneck, NY
19 results found
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Christopher Wolt - TD Wealth Relationship Manager
● OpenChristopher 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.
285 Mamaroneck Ave, White Plains, NY 10605, United States -
Cannon Wealth Solutions
● OpenCannon Wealth Solutions is a leading finance institution located at 600 Mamaroneck Avenue in Harrison, New York, United States. With a team of experienced financial experts, Cannon Wealth Solutions offers a wide range of wealth management services to help clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Cannon Wealth Solutions can provide personalized solutions to meet your needs. Trust in Cannon Wealth Solutions to help you navigate the complexities of the financial world and secure your financial future.
600 Mamaroneck Ave # 400, Harrison, NY 10528, United States -
Fifth Set Private Wealth Management LLC
● OpenFifth Set Private Wealth Management LLC is an independent investment advisory firm located at 600 Mamaroneck Avenue in Harrison, New York, United States. We specialize in serving successful mid-career professionals and their families, offering an evidence-based investment approach and a fiduciary standard of client care. Our clients lead busy lives, and we provide a thoughtful and deliberative client experience to help manage their finances strategically. Humans are not naturally inclined to be successful investors, which is why we apply our Fifth Set Discipline™, a methodical and evidence-based investment approach, to counteract common biases that can lead to poor investment outcomes. With recent events such as the potential debt limit debacle and the passing of the SECURE 2.0 Act of 2022, now is a crucial time for investors to evaluate their reactions and strategies.
600 Mamaroneck Ave # 400, Harrison, NY 10528, United States -
Nancy S Daoud - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenNancy 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.
440 Mamaroneck Ave Ste 401, Harrison, NY 10528, United States -
Laura I. Rotter, CFA, CFP™, MBA, Financial Advisor - White Plains, NY
● OpenLaura 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.
500 Mamaroneck Ave # 320, Harrison, NY 10528, United States -
Charter Oak Financial Consultants, LLC
● OpenCharter Oak Financial Consultants, LLC is a finance institution located at 430 Center Avenue in Mamaroneck, New York, United States. They offer expert financial consulting services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Charter Oak Financial Consultants, LLC provides personalized financial solutions tailored to meet the unique needs of each client. Whether you are looking to plan for retirement, invest for the future, or protect your assets, they are dedicated to helping you navigate the complexities of the financial world. Contact Charter Oak Financial Consultants, LLC today to schedule a consultation and take the first step towards securing your financial future.
430 Center Ave, Mamaroneck, NY 10543, United States -
Main Street Financial LLC
● OpenMain Street Financial LLC is a reputable finance institution located at 550 Mamaroneck Avenue in Harrison, New York. With a team of experienced professionals, Main Street Financial LLC offers a wide range of financial services to individuals and businesses. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, Main Street Financial LLC is dedicated to helping you achieve your financial goals. Contact them today to learn more about how they can help you secure your financial future.
550 Mamaroneck Ave #402, Harrison, NY 10528, United States -
G-Squared Advisory LLC
● OpenG-Squared Advisory LLC is a finance institution located at 600 Mamaroneck Avenue in Harrison, New York, United States. Our team of experienced professionals offers expert financial advisory services to help clients achieve their investment goals. With a focus on personalized service and tailored solutions, we strive to provide our clients with the guidance and support they need to make informed decisions about their financial future. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial markets, G-Squared Advisory LLC is here to help you every step of the way.
600 Mamaroneck Ave # 4, Harrison, NY 10528, United States -
Jennings Financial Advisory Corp
● OpenJennings 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.
214 Mamaroneck Ave, White Plains, NY 10601, United States -
The Scarsdale Group Inc
● ClosedThe Scarsdale Group Inc is a trusted accounting and finance institution located at 10 Old Mamaroneck Road in White Plains, New York. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, auditing, and financial planning. Their commitment to excellence and attention to detail sets them apart as a top choice for individuals and businesses looking for reliable financial advice and support. Contact them today to learn more about how they can help you achieve your financial goals.
10 Old Mamaroneck Rd Apartment 1C, White Plains, NY 10605, United States -
Capital Connex
● OpenCapital Connex is a leading finance institution located at 500 Mamaroneck Avenue in Harrison, New York. We specialize in providing a wide range of financial services to individuals and businesses, including investment management, financial planning, and wealth management. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Capital Connex is here to help guide you every step of the way. Visit us today to learn more about how we can help you achieve financial success.
500 Mamaroneck Ave # 320, Harrison, NY 10528, United States -
Marilee Garfield, DSW
● OpenMarilee Garfield, DSW is a health institution located at 23 Old Mamaroneck Road in White Plains, New York, United States. Specializing in social work, Dr. Garfield offers a range of services aimed at improving the mental and emotional well-being of individuals and families. With a Doctorate in Social Work, Dr. Garfield brings a wealth of knowledge and experience to her practice, helping clients navigate through life's challenges and achieve personal growth. Whether you are seeking therapy, counseling, or support, Marilee Garfield, DSW is dedicated to providing compassionate and effective care to help you lead a healthier and happier life.
23 Old Mamaroneck Rd, White Plains, NY 10605, United States -
Hightower Westchester
● OpenHightower Westchester is a finance institution located at 440 Mamaroneck Avenue in Harrison, New York, United States. Led by Peter Lang, who has been named to Forbes’ list of the Best-In-State Wealth Advisors for the third consecutive year, we are holistic fiduciaries dedicated to providing financial knowledge and strategies that help our clients build a legacy through financial success and integrity. As fiduciaries, we are committed to serving our clients' best interests by offering objective and personalized investment solutions, avoiding conflicts of interest, and conducting regular reviews to ensure fiduciary principles are upheld. With an average experience of over 25 years, our team takes a holistic approach to wealth management, focusing on rigorous analysis and exceptional client service.
440 Mamaroneck Ave Suite 506, Harrison, NY 10528, United States -
Diversified Retirement Corporation
● OpenDiversified 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.
440 Mamaroneck Ave, Harrison, NY 10528, United States -
Nina Daoud - Financial Advisor, Ameriprise Financial Services, LLC
● OpenNina 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.
440 Mamaroneck Ave Ste 401, Harrison, NY 10528, United States -
GreenLife Advisors, LLC
● OpenGreenLife Advisors, LLC is a finance institution located at 500 Mamaroneck Avenue in Harrison, New York, United States. Specializing in sustainable and environmentally conscious investing, GreenLife Advisors offers personalized financial planning and investment management services to help clients align their financial goals with their values. With a team of experienced advisors dedicated to promoting green and socially responsible investing, GreenLife Advisors is committed to helping clients make a positive impact on the planet while achieving their financial objectives.
500 Mamaroneck Ave, Harrison, NY 10528, United States -
Baffin Advisors LLC
● OpenBaffin Advisors LLC is a finance institution located at 500 Mamaroneck Avenue in Harrison, New York, United States. Specializing in financial advisory services, Baffin Advisors LLC offers expert guidance and support to clients seeking to optimize their investments and financial strategies. With a team of experienced professionals, Baffin Advisors LLC is committed to providing personalized solutions tailored to each client's unique financial goals. Whether you are looking to grow your wealth, manage risk, or plan for the future, Baffin Advisors LLC is dedicated to helping you achieve financial success.
500 Mamaroneck Ave, Harrison, NY 10528, United States -
Prospera Financial Services, Inc. ProsperaNY
● OpenWelcome to Prospera Financial Services, Inc. – ProsperaNY, your trusted partner in financial success. Conveniently located at 200 Mamaroneck Avenue in the heart of White Plains, New York, we are committed to providing personalized and comprehensive financial solutions tailored to meet your unique needs. At ProsperaNY, we understand that navigating the financial landscape can be complex and challenging. Our experienced team of financial professionals is dedicated to helping you achieve your financial goals with confidence and clarity. Whether you're planning for retirement, managing investments, or seeking advice on wealth management, we offer a wide range of services designed to empower you on your financial journey.
200 Mamaroneck Avenue, White Plains, New York 10601, United States -
Pendulum Property Group
● OpenPendulum Property Group: Your Trusted Real Estate Partner in Mamaroneck, NY Welcome to Pendulum Property Group, located at 15 Wagon Wheel Road, Mamaroneck, New York 10543. As a premier real estate agency, we are dedicated to delivering greater value through our client-first approach. Our team acts as advisers, not salespeople, providing unique market insights to help you make informed decisions, backed by outstanding client service.
15 Wagon Wheel Road, Mamaroneck, New York 10543, United States
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