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Map of Cross River, NY

Financial Planners in Cross River, NY

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1. Annuity General

Annuity General

Serving the Cross River Area

OPEN 24 HOURS

From Business: Call now for a Free Information Kit authored by a leading USA retirement income planning firm. Pros and cons on annuities, discover ways to maximize retirement income & easy to…

4. 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…

5. Egener Wealth Management

Egener Wealth Management

501 Harris Rd, Bedford Hills, NY 10507

From Business: We have built a solid reputation for wise financial guidance for over 75 years. Driven by our this success, we want to support your hopes for the future. Whether you are…

6. Edward Jones - Financial Advisor: Jay A Durante

Edward Jones - Financial Advisor: Jay A Durante

123 Katonah Ave, Katonah, NY 10536

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
102 Years
in Business

11. Charles Schwab

Charles Schwab

77 S Moger Ave, Mount Kisco, NY 10549

CLOSED NOW:

From Business: The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary,…

12. Integrity Funding

Integrity Funding

415 Main St, Ridgefield, CT 06877

CLOSED NOW:

From Business: Sell your structured settlement today!Take a lump sum of CASH today for your lottery or jackpot winnings!Call us for a FREE evaluation of your payments.

13. 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…

14. 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…

15. 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
20 Years
in Business

16. Sandler Financial Group, LLC

Sandler Financial Group, LLC

2410 Long Ridge Rd, Stamford, CT 06903

CLOSED NOW:

From Business: We have the client—and only the client—in mind. At Sandler Financial Group, our mission is to get to know and understand your needs, wants, and long-term goals. We want to help…

17. Northeast Tax & Business Associates

Northeast Tax & Business Associates

566 Route 6 Ste 3, Mahopac, NY 10541

CLOSED NOW:9:00 am - 6:00 pm

From Business: Individual, Business and Estate Income Tax Returned prepared.

18. Benjamin F. Edwards

Benjamin F. Edwards

1 Reserve Rd, Danbury, CT 06810

CLOSED NOW:Closed

From Business: Founded in 2008, Benjamin F. Edwards is a growing, national wealth management firm that is committed to putting its clients’ interests first. Our goal is to provide the right…

24. 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
102 Years
in Business

25. Edward Jones - Financial Advisor: Neetu Venkatraman

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…

YP
102 Years
in Business

26. Edward Jones - Financial Advisor: Larry Deutsch

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…

YP
102 Years
in Business

27. 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…

28. Fidelity Investments

Fidelity Investments

480 Bedford Rd, Chappaqua, NY 10514

CLOSED NOW:Closed

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…

29. 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
27 Years
in Business
Amenities:
Wheelchair accessible

30. Georgetown Financial Group Inc.

Georgetown Financial Group Inc.

73 Redding Rd, Redding, CT 06896

CLOSED NOW:

From Business: Since 1991, Georgetown Financial Group, Inc. (GFG) has provided financial planning, retirement and wealth management services - designing and implementing detailed strategies…