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State DirectoryInvestment Management in Katonah, NY
1. Edward Jones - Financial Advisor: Stewart Scharf
23 Depot Plz, Bedford Hills, NY, 10507
From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…
2. Edward Jones - Financial Advisor: Jay A Durante
123 Katonah Ave, Katonah, NY, 10536
From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…
4. QBAsys
Elmsford, NY, 10523
From Business: QBASYS specializes in QUICKBOOKS training. ACCOUNTING/BOOKKEEPING and taxes. We provide hands on training. And help the business owners gain a healthy relationship with their…
8. Strategies for Wealth
38 Westchester Ave, Pound Ridge, NY, 10576
From Business: Strategies for Wealth, a Guardian agency, is part of a Fortune 250 global financial services company that is committed to providing individuals and businesses with the…
11. Edward Jones - Financial Advisor: Neetu Venkatraman
71 Smith Ave, Mount Kisco, NY, 10549
From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…
12. Edward Jones - Financial Advisor: Larry Deutsch
71 Smith Ave, Mount Kisco, NY, 10549
From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…
13. Edward Jones - Financial Advisor: Daniel Widas
332 Route 100 Ste 300, Somers, NY, 10589
From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…
14. Edward Jones - Financial Advisor: Sadia Nabi
3565 Crompond Rd Ste 6, Cortlandt Manor, NY, 10567
From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…
15. Merrill Lynch Wealth Management
105 S Bedford Rd, Mount Kisco, NY, 10549
From Business: Welcome to Merrill Lynch in Mount Kisco, NY. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…
16. Fidelity Investments
480 Bedford Rd, Chappaqua, NY, 10514
From Business: Many of our advisors are now offering in-person planning appointments in addition to virtual and phone appointments. To schedule a planning appointment, please contact your…
18. Securities America Inc
481 Old Country Way, Yorktown Heights, NY, 10598
19. Diversified Financial Services International
900 S Lake Blvd, Mahopac, NY, 10541
"Franco is a mortgage professional with over a decade in his own financial group, serving Mahopac and nearby areas. He will patiently guide you through the maze that is our…"
22. Christopher Wolt - TD Wealth Relationship Manager
174 S Highland Ave, Ossining, NY, 10562
From Business: TD Wealth's Relationship Managers are committed to ensuring we provide you with the highest personalized service while assisting you in meeting your financial goals and…
23. Christopher Wolt - TD Wealth Relationship Manager
96 Gleneida Ave, Carmel, NY, 10512
From Business: TD Wealth's Relationship Managers are committed to ensuring we provide you with the highest personalized service while assisting you in meeting your financial goals and…
24. Spectrum Asset Management
2 High Ridge Park, Stamford, CT, 06905
From Business: Founded in 1987, Spectrum Asset Management specializes in the management of preferred security portfolios for institutional investors. It serves both taxable and tax-exempt…
25. Jeffrey Ferraro - TD Wealth Relationship Manager
60 Redding Rd, Redding, CT, 06896
From Business: TD Wealth's Relationship Managers are committed to ensuring we provide you with the highest personalized service while assisting you in meeting your financial goals and…
30. Strategic Wealth Management
555 Pleasantville Rd, Briarcliff Manor, NY, 10510