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State DirectoryFinancial Services in Katonah, NY
1. Colonial Group Metals LLC
Serving the Katonah Area
From Business: When your IRA, 401(k), TSP, or other savings accounts only holds cash, stocks, and bonds, your financial future is exposed to inflation, economic uncertainty, and geopolitical…
2. Grassano Lempel Co LLC CPA
Scarsdale, NY 10583
From Business: Our firm was established in 1965 to provide efficient, expert solutions to businesses and individuals. Our primary services include accounting, taxation, and business…
3. Sencer Appraisal Associates-Equipment Appraisers
Serving the Katonah Area
From Business: Since 1955, Sencer Appraisal Associates has been providing professional tangible asset appraisal services to lenders, tax authorities and business leaders across North America…
4. The Document Center Inc
Serving the Katonah Area
From Business: We are a full service company preparing, notarizing, and recording documents. We offer fast, low cost, service with no escrow or title fees. Title policies are available but…
5. Robert A. Bonavito, CPA
Serving the Katonah Area
From Business: Pro-active, we believe that it takes more than examining books and preparing reports to help you succeed. It takes a whole new way of thinking. When we become your CPAs, we…
6. Chase Bank
140 Katonah Ave, Katonah, NY 10536
From Business: Find out how Chase can help you with checking, savings, mobile banking, and more. Deposit products provided by JPMorgan Chase Bank, N.A. Member FDIC.
7. 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…
8. Frank Valloni - Chase Home Lending Advisor - NMLS ID 624643
140 Katonah Ave, Katonah, NY 10536
From Business: Frank proudly serves clients in the Katonah, NY area. Frank has 10 years of experience as a Senior Home Lending Advisor. Whether you're a first-time homebuyer, need to expand…
11. Lawrence Blau & Associates LLC
6 Sleator Dr, Ossining, NY 10562
12. ITI Strategies Inc
994 Main St, Peekskill, NY 10566
13. TD Bank
3660 Lee Rd, Jefferson Valley, NY 10535
From Business: TD Bank, America's Most Convenient Bank, is one of the 10 largest banks in the U.S., providing more than 8 million customers with a full range of retail, small business and…
14. 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…
15. Mora Express Inc. A Professional Bookkeeping Co.
192 E Main St, Mount Kisco, NY 10549
From Business: We have recently opened an office in Mount Kisco, NY and we are proud to offer our Bookkeeping services to our local business owners and those in surrounding areas. Mora…
16. 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…
17. 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…
18. 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…
19. 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…
20. Glickstern Russell E CFP
280 N Bedford Rd, Mount Kisco, NY 10549
From Business: We know that these are challenging times, but we want to assure you that you dont need to worry about our support. We have always been committed to offering you sound financial…
21. Citi ATM
66 S Moger Ave, Mount Kisco, NY 10549
From Business: Citi is a financial services company, which offers a range of financial products and services, including Citi’s digital banking services, mortgage products, personal loans, and…
22. Charles Schwab
77 S Moger Ave, Mount Kisco, NY 10549
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,…
23. Kevin Fitzpatrick - Chase Home Lending Advisor - NMLS ID 601314
325 Route 100, Somers, NY 10589
From Business: Kevin proudly serves clients in the Somers, NY area. Kevin has 30 years of experience as a Senior Home Lending Advisor. Whether you're a first-time homebuyer, need to expand or…
24. Anthony Procaccino | DML Mortgage Enterprises Inc
334 Underhill Ave Ste 2, Yorktown Heights, NY 10598
From Business: By Appointment after Business hours, Holidays and Weekends, Call for an appointment.
25. Edward Jones - Financial Advisor: Jonathan Glaser, AAMS™
345 Kear St, Yorktown Heights, NY 10598
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…
26. 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…
27. North Atlantic Mortgage, Corp
178 Trinity Pass Rd, Pound Ridge, NY 10576
From Business: When searching for today's Mortgage Rates in New York, Connecticut or Florida and moreover want a great selection of home loans, don't go to one bank. Instead contact us and we…
28. Ameriprise Financial Services Inc
3630 Hill Blvd, Jefferson Valley, NY 10535
From Business: The advisor listed is an Ameriprise financial advisor in Jefferson Valley. Comments are not verified, may not be accurate and are not necessarily representative of the…
29. David Kossow - Chase Home Lending Advisor - NMLS ID 429833
230 Saw Mill River Rd, Millwood, NY 10546
From Business: David proudly serves clients in New York. David has 20 years of experience as a Senior Home Lending Advisor. Whether you're a first-time homebuyer, need to expand or downsize,…
30. Kenneth Bicknese - Chase Home Lending Advisor - NMLS ID 66758
720 Lee Blvd, Yorktown Heights, NY 10598
From Business: Kenneth proudly serves clients in NY and entire East Coast . Kenneth has 27 years of experience as a Senior Home Lending Advisor and specializes in preapproval, lending to…