Investment Management in South Salem, NY

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1. QBAsys

QBAsys

Elmsford, NY 10523

CLOSED NOW:

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…

2. Upland Capital Management

Upland Capital Management

90 Grove St Ste 206, Ridgefield, CT 06877

CLOSED NOW:
Amenities:
Wheelchair accessible

5. Lisa Guerrera - Financial Advisor, Ameriprise Financial Services

Lisa Guerrera - Financial Advisor, Ameriprise Financial Services

10 Roberts Ln Ste 205, Ridgefield, CT 06877

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

6. Edward Jones - Financial Advisor: George A Ameer, AAMS®|CRPC™

Edward Jones - Financial Advisor: George A Ameer, AAMS®|CRPC™

66 Danbury Rd, Ridgefield, CT 06877

From Business: Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education…

YP
103 Years
in Business

7. Ceponis Financial Group

Ceponis Financial Group

100b Danbury Rd Suite 203b, Ridgefield, CT 06877

CLOSED NOW:

From Business: At Ceponis Financial Group, we endeavor to re-define how financial advice is given to clients. With 19 years of customized financial services, we have found people most highly…

YP
28 Years
in Business
Amenities:
Wheelchair accessible

8. LPL Financial - Dominick Santoro, Financial Advisor

LPL Financial  - Dominick Santoro, Financial Advisor

100 Danbury Rd, Ridgefield, CT 06877

CLOSED NOW:Closed

From Business: Investments and financial planning and advice

YP
21 Years
in Business

9. Merrill Lynch Wealth Management

Merrill Lynch Wealth Management

63 Copps Hill Rd, Ridgefield, CT 06877

CLOSED NOW:

From Business: Welcome to Merrill Lynch in RIDGEFIELD, CT. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment…

13. Strategies for Wealth

Strategies for Wealth

38 Westchester Ave, Pound Ridge, NY 10576

CLOSED NOW:Closed

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…

14. Commonfund

Commonfund

15 Old Danbury Rd, Wilton, CT 06897

CLOSED NOW:

From Business: Commonfund is a nonprofit corporation that provides services for educational institutions, foundations and nonprofit health care facility. Its treasury management services…

15. Capital Wealth Management, LLC

Capital Wealth Management, LLC

195 Danbury Rd Ste 100, Wilton, CT 06897

CLOSED NOW:

From Business: Since its foundation, Capital Wealth Management has been committed to maintaining high ethical standards while developing and implementing sound investment planning principles.…

25. Edward Jones - Financial Advisor: Stewart Scharf

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…

26. Edward Jones - Financial Advisor: Daniel Widas

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…

YP
103 Years
in Business

27. Haque Agency

Haque Agency

632 Danbury Rd, Wilton, CT 06897

CLOSED NOW:10:00 am - 2:00 pm

From Business: We specialize in auto insurance. Homeowners insurance. Business insurance. Life insurance. Dwelling insurance. Renters insurance. General liability. Workers compensation…

We found 252 results for Investment Management in or near South Salem, NY.They also appear in other related business categories including Investment Advisory Service, Investments, and Financial Planning Consultants. 2 of the rated businesses have 4+ star ratings.


The businesses listed also serve surrounding cities and neighborhoods including Downtown Stamford, Newfield - Westover - Turn of River, and Downtown Stamford Historic District. These businesses offer their services in one-or-more of the following languages: Portuguese, Spanish, and French.