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State DirectoryInvestment Management in Cross River, NY
1. 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…
3. 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…
4. 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…
9. 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…
12. Upland Capital Management
90 Grove St Ste 206, Ridgefield, CT 06877
Wheelchair accessible
23. 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…
24. 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…
25. 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…
26. Ceponis Financial Group
100b Danbury Rd Suite 203b, Ridgefield, CT 06877
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…
Wheelchair accessible27. 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…
28. 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…
29. Merrill Lynch Wealth Management
63 Copps Hill Rd, Ridgefield, CT 06877
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…
30. LPL Financial - Dominick Santoro, Financial Advisor
100 Danbury Rd, Ridgefield, CT 06877
From Business: Investments and financial planning and advice