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State DirectoryInvestment Management in Purdys, NY
1. 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…
2. Edward Jones - Financial Advisor: Michael O'Donovan
247 Route 100 Ste 200, Somers, NY 10589
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…
3. 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…
9. Upland Capital Management
90 Grove St Ste 206, Ridgefield, CT 06877
Wheelchair accessible13. 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…
14. Insurance Education Corp
72 Gleneida Ave, Carmel, NY 10512
From Business: Insurance litigation consulting. Expert witness. Continuing education provider. And insurance & risk management consultant.
15. Benjamin F. Edwards
1 Reserve Rd, Danbury, CT 06810
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…
16. 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…
17. 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…
18. 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 accessible19. LPL Financial - Dominick Santoro, Financial Advisor
100 Danbury Rd, Ridgefield, CT 06877
From Business: Investments and financial planning and advice
20. Flagstar Bank Home Loan Center
100 Mill Plain Rd Ste 4A, Danbury, CT 06811
From Business: At Flagstar, the success with our customers starts with our people. The expertise and personal dedication of our team are the factors that allow us to excel. That is why we set…
26. Diversified Financial Services International
900 S Lake Blvd, Mahopac, NY 10541
"Franco is a mortgage professional with over a decade in his own financial group, serving Mahopac and nearby areas. He will patiently guide you through the maze that is our…"