Investment Management in Dobbs Ferry, NY

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1. Weinstein Associates

Weinstein Associates

65 Landing Dr, Dobbs Ferry, NY 10522

CLOSED NOW:9:00 am - 5:00 pm

From Business: CPA. TAX preparation. Planning. And services for individuals by appointment only.

2. Edward Jones

Edward Jones

19 Main St, Irvington, NY 10533

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…

3. James Tipper Sears - Financial Advisor, Ameriprise Financial Services

James Tipper Sears - Financial Advisor, Ameriprise Financial Services

90 N Broadway Ste 104, Irvington, NY 10533

CLOSED NOW:9:00 am - 5:00 pm

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…

4. Sears Advisory Group - Ameriprise Financial Services

Sears Advisory Group - Ameriprise Financial Services

90 N Broadway Ste 104, Irvington, NY 10533

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

From Business: At Sears Advisory Group, a financial advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of…

5. Jean Kim Sears - Financial Advisor, Ameriprise Financial Services

Jean Kim Sears - Financial Advisor, Ameriprise Financial Services

90 N Broadway Ste 104, Irvington, NY 10533

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. Flagstar Bank

Flagstar Bank

725 Saw Mill River Rd, Ardsley, NY 10502

CLOSED NOW:9:00 am - 5:00 pm

7. Clarfeld Citizens Private Wealth

Clarfeld Citizens Private Wealth

520 White Plains Rd, Tarrytown, NY 10591

CLOSED NOW:9:00 am - 5:00 pm

From Business: Clarfeld Financial Advisors offers a range of financial planning, investment advisory, tax and executive services to high net worth individuals and families, including owners…

16. QBAsys

QBAsys

Elmsford, NY 10523

CLOSED NOW:9:00 am - 4:30 pm

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…

17. Pinnacle Planning Group

Pinnacle Planning Group

520 White Plains Rd Ste 505, Tarrytown, NY 10591

CLOSED NOW:9:00 am - 5:00 pm

From Business: Pinnacle Planning Group is a financial planning and investment services firm serving the Tarrytown, NY area. We offer a wide range of services, including retirement planning,…

18. Hudson Financial Group

Hudson Financial Group

580 White Plains Rd Ste 205, Tarrytown, NY 10591

CLOSED NOW:9:00 am - 5:00 pm

From Business: Hudson Financial Group, a Guardian agency, is part of a Fortune 250 global financial services company that is committed to providing individuals and businesses with the…

19. Shiva Bhashyam - Private Wealth Advisor, Ameriprise Financial Services

Shiva Bhashyam - Private Wealth Advisor, Ameriprise Financial Services

399 Knollwood Rd Ste G10, White Plains, NY 10603

CLOSED NOW:9:00 am - 5:00 pm

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…

20. Matthew Fallon - Financial Advisor, Ameriprise Financial Services

Matthew Fallon - Financial Advisor, Ameriprise Financial Services

399 Knollwood Rd Ste G10, White Plains, NY 10603

CLOSED NOW:9:00 am - 5:00 pm

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…

21. Hudson Valley Financial Group - Ameriprise Financial Services

Hudson Valley Financial Group - Ameriprise Financial Services

399 Knollwood Rd Ste G10, White Plains, NY 10603

CLOSED NOW:8:00 am - 5:00 pm

From Business: At Hudson Valley Financial Group, a financial advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important.…

22. Michael Mazzilli - Private Wealth Advisor, Ameriprise Financial Services

Michael Mazzilli - Private Wealth Advisor, Ameriprise Financial Services

399 Knollwood Rd Ste G10, White Plains, NY 10603

CLOSED NOW:8:30 am - 5:00 pm

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…

23. Victor Melendez - Financial Advisor, Ameriprise Financial Services

Victor Melendez - Financial Advisor, Ameriprise Financial Services

399 Knollwood Rd Ste G10, White Plains, NY 10603

CLOSED NOW:8:00 am - 5:00 pm

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…

24. Robert Mennona - Financial Advisor, Ameriprise Financial Services

Robert Mennona - Financial Advisor, Ameriprise Financial Services

399 Knollwood Rd Ste 212, White Plains, NY 10603

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

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…

25. Ronald Rienas - Financial Advisor, Ameriprise Financial Services

Ronald Rienas - Financial Advisor, Ameriprise Financial Services

399 Knollwood Rd Ste 212, White Plains, NY 10603

CLOSED NOW:8:30 am - 6:00 pm

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…

We found 589 results for Investment Management in or near Dobbs Ferry, NY.They also appear in other related business categories including Investment Advisory Service, Financial Planners, and Financial Planning Consultants. 19 of these businesses have an A/A+ BBB rating. 1 of the rated businesses has 4+ star ratings.


The businesses listed also serve surrounding cities and neighborhoods including Manhasset, Great Neck, and East Bronx. These businesses offer their services in one-or-more of the following languages: Spanish, Arabic, and French.