Skip to Content

Business Council of Westchester Financial Advisors

Business Council of Westchester Financial Advisors

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Altium Wealth, LLC
Altium Wealth, LLC
_
2500 Westchester Avenue
Suite 210
Purchase, NY 10577
James L. Giangrande, CFPJames L. Giangrande, CFP
Work Phone: (914) 777-2500(914) 777-2500
Member Since: 2010
Learn More | Visit Site | View on Google Maps
Bernstein Private Wealth
Bernstein Private Wealth
_
290 Harbor Drive
Stamford, CT 06902
Ron SmithRon Smith
Work Phone: 212-823-2635212-823-2635
Member Since: 2024
Bernstein stands alone as a "Global Boutique." As the largest independent research firm, we recognize the personal and complex nature of significant wealth. Our custom approach, supported by global insights, is truly unique.
LinkedIn
Learn More | Visit Site | View on Google Maps
BRIX Partners
BRIX Partners
_
565 Taxter Road
Suite 625
Elmsford, NY 10523
Eugene PeysakhEugene Peysakh
Work Phone: 917-540-3843917-540-3843
Member Since: 2024
Learn More | Visit Site | View on Google Maps
Cannataro Family Capital Partners
Cannataro Family Capital Partners
_
300 Madison Avenue
Suite 2500
New York, NY 10017
Lou CannataroLou Cannataro
Work Phone: (646) 366-6571(646) 366-6571
Member Since: 2024
Cannataro Family Capital Partners (CFCP) is multi-family office dedicated to supporting families and business owners in protecting and managing their assets through comprehensive services in asset protection, tax planning, and estate planning.
Learn More | Visit Site | View on Google Maps
Fifth Third Wealth Advisors
Fifth Third Wealth Advisors
_
580 White Plains Road
Suite 210
Tarrytown, NY 10591
Denise McGinnisDenise McGinnis
Work Phone: 914.574.4945 914.574.4945
Member Since: 2023
Fifth Third Wealth Advisors LLC (FTWA) is an RIA firm and wholly-owned subsidiary of Fifth Third Bank, National Association. FTWA offers investment management and financial planning services to individuals, families, and business owners.
Learn More | Visit Site | View on Google Maps
Forest Hills Financial Group - Hector Rivera
Forest Hills Financial Group - Hector Rivera
_
535 5th Avenue
Floor 13
New York, NY 10017
Hector RiveraHector Rivera
Member Since: 2024
Learn More | Visit Site | View on Google Maps
Forest Hills Financial Group - John Melkun
Forest Hills Financial Group - John Melkun
_
122 East 42nd Street
Suite 2200
New York, NY 10168
John MelkunJohn Melkun
Work Phone: 631-492-1324631-492-1324
Member Since: 2022
Learn More | Visit Site | View on Google Maps
FSC Wealth Advisors LLC
FSC Wealth Advisors LLC
_
1 Summit Court
Fishkill, NY 12524
James CombloJames Comblo
Work Phone: 845-297-0300845-297-0300
Member Since: 2024
Learn More | Visit Site | View on Google Maps
Harness Wealth Strategies
Harness Wealth Strategies
_
333 Westchester Avenue
South Building Suite 3302
White Plains, NY 10604
John CunninghamJohn Cunningham
Work Phone: 203 249 7957203 249 7957
Member Since: 2025
New Member
Learn More | View on Google Maps
Hightower Westchester
Hightower Westchester
_
400 Mamaroneck Avenue
Suite 506
Harrison, NY 10528
Roman CiosekRoman Ciosek
Work Phone: 914-825-8630914-825-8630
Member Since: 2023
Hightower Westchester is comprised of a team of fiduciaries who provide financial knowledge and strategies that guide our clients in building a legacy through financial success and integrity.
FacebookTwitterLinkedIn
Learn More | Visit Site | View on Google Maps
Hudson Capital Management, Inc.
Hudson Capital Management, Inc.
_
30 Wall Street
8th Floor
New York, NY 10005
John EvansJohn Evans
Work Phone: 917-720-2153917-720-2153
Member Since: 2023
Learn More | Visit Site | View on Google Maps
I. M. Financial
I. M. Financial
_
80 Business Park Drive
Suite 207
Armonk, NY 10504
Zak SmithZak Smith
Work Phone: 914.603.8325914.603.8325
Member Since: 2024
There are no magic tricks. There are only so many tools, but the art and science is knowing how to put the pieces together - The Strategy. Our goal is to develop long-term, trusting relationships with our clients.
Learn More | Visit Site | View on Google Maps
IMA Financial Group
IMA Financial Group
_
500 Mamaroneck Avenue
Suite 220
Harrison, NY 10528
Robert KestenbaumRobert Kestenbaum
Work Phone: (914) 376-2200(914) 376-2200
Member Since: 2009
Learn More | Visit Site | View on Google Maps
J.P. Morgan Wealth Management
J.P. Morgan Wealth Management
_
925 Westchester Avenue
4th floor
West Harrison, NY 10604
Crista TuckerCrista Tucker
Work Phone: 914 874 2532914 874 2532
Member Since: 2022
Learn More | Visit Site | View on Google Maps
JP Morgan Private Bank - Pamela Finewood
JP Morgan Private Bank - Pamela Finewood
_
390 Madison Avenue
New York, NY 10017
Pamela FinewoodPamela Finewood
Work Phone: 212 464 1919212 464 1919
Member Since: 2022
Learn More | View on Google Maps
Merrill Lynch - Lisa Keating-Gradilone
Merrill Lynch - Lisa Keating-Gradilone
_
360 Hamilton Avenue
8th Floor
White Plains, NY 10601
Lisa Keating-GradiloneLisa Keating-Gradilone
Work Phone: 914 682 6504914 682 6504
Member Since: 2021
Learn More | Visit Site | View on Google Maps
Merrill Lynch Wealth Management - Ann Ruane
Merrill Lynch Wealth Management - Ann Ruane
_
114 West 4th Street
15th Floor
New York, NY 10036
Ann RuaneAnn Ruane
Work Phone: 212-382-8552212-382-8552
Member Since: 2023
Learn More | View on Google Maps
Morgan Stanley Wealth Management - Keith Underwood
Morgan Stanley Wealth Management - Keith Underwood
_
One Fawcett Place
3rd Floor
Greenwich, CT 06830
Keith UnderwoodKeith Underwood
Work Phone: (203) 861-5707 (203) 861-5707
Member Since: 2024
Assisting individuals and small businesses organize, grow, protect, and bequeath their wealth. By utilizing tax-efficient strategies, and collaborating closely with CPAs and estate attorneys, I ensure a seamless intergenerational transfer of assets.
LinkedIn
Learn More | View on Google Maps
Paradigm Wealth
Paradigm Wealth
_
427 Bedford Rd
Suite 210
Pleasantville, NY 10570
Danielle GuildersonDanielle Guilderson
Work Phone: (914) 801-7800(914) 801-7800
Member Since: 2024
Paradigm Wealth
Learn More | Visit Site | View on Google Maps
Rise Private Wealth Management (formerly Pell Wealth Partners)
Rise Private Wealth Management (formerly Pell Wealth Partners)
_
800 Westchester Avenue
Suite 300
Rye Brook, NY 10573
Geri E. PellGeri E. Pell
Work Phone: 914 253 8800914 253 8800
Member Since: 2014
Learn More | Visit Site | View on Google Maps
SDG Asset Management Group LLC
SDG Asset Management Group LLC
_
90 North Broadway
Irvington, NY 10533
Sam GurvitchSam Gurvitch
Work Phone: 212-589-1022212-589-1022
Member Since: 2024
Learn More | Visit Site | View on Google Maps
Seven Bridges Wealth Advisors
Seven Bridges Wealth Advisors
_
50 Main Street
Suite 1560
White Plains, NY 10606
Gabby DelMonaco, APMAGabby DelMonaco, APMA
Work Phone: 914-747-0810914-747-0810
Member Since: 2024
Learn More | Visit Site | View on Google Maps
Stewardship Financial Planning
Stewardship Financial Planning
_
90 North Broadway, Suite 218
Irvington, NY 10533
John BelluardoJohn Belluardo
Work Phone: 914-380-1421914-380-1421
Member Since: 2023
I am a flat-fee only financial planner, specializing in retirement planning and related matters. I work with clients of all income and asset levels and act as a fiduciary. No product sales. Never a percentage of asset charge.
Learn More | Visit Site | View on Google Maps
Strategies for Wealth
Strategies for Wealth
_
800 Westchester Avenue
N409
Rye Brook, NY 10573
Kelley BiondiKelley Biondi
Work Phone: (914) 288-8800(914) 288-8800
Member Since: 2007
Learn More | Visit Site | View on Google Maps
Sykon Capital
Sykon Capital
_
500 Mamaroneck Ave
Suite 435
Harrison, NY 10528
Todd StankiewiczTodd Stankiewicz
Work Phone: 914-898-3478914-898-3478
Member Since: 2023
Learn More | Visit Site | View on Google Maps
The Affinity Group, LLC
The Affinity Group, LLC
_
49 Brundidge Drive
Golden Bridge, NY 10526
Nicholas PreddiceNicholas Preddice
Work Phone: 518-776-1271518-776-1271
Member Since: 2024
Learn More | View on Google Maps
The Rankowitz Cilwik Financial Group
The Rankowitz Cilwik Financial Group
_
2500 Westchester Ave
Ste 203
Purchase, NY 10577
Ayden ZuberAyden Zuber
Work Phone: 914-682-5077 914-682-5077
Member Since: 2024
Description - The Rankowitz Cilwik Financial Group is a full-service wealth management practice with a focus on customized planning, tailored portfolio management, tax efficient investment strategies and outstanding personalized client service.
Learn More | Visit Site | View on Google Maps
The Westchester Group at Morgan Stanley
The Westchester Group at Morgan Stanley
_
2000 Westchester Ave
Purchase, NY 10577
Joanna RrezjaJoanna Rrezja
Work Phone: 914-225-5233914-225-5233
Member Since: 2023
The Westchester Group at Morgan Stanley is a team of experienced financial professionals, dedicated to helping our clients preserve and grow their assets so they can pursue life’s goals with greater purpose, passion and confidence.
FacebookTwitter
Learn More | Visit Site | View on Google Maps
UBS Financial - Sam Giliberti
UBS Financial - Sam Giliberti
_
3 Manhattanville Road
Suite 210
Purchase , NY 10577
Sam Giliberti Sam Giliberti
Work Phone: (914) 287-6068(914) 287-6068
Member Since: 2024
Wealth Management
Learn More | View on Google Maps
Wealth Bridge Financial Group
Wealth Bridge Financial Group
_
675 Third Avenue
9th Floor
New York, NY 10017
Jim FeldesmanJim Feldesman
Work Phone: 646-461-9868646-461-9868
Member Since: 2024
Learn More | View on Google Maps
 
 

Become A Member

Join the county’s largest and most influential business organization today.

JOIN NOW!
The Business Council of Westchester is committed to helping businesses market, learn, advocate, and grow. Over 80 events and programs are offered every year, giving our members ample opportunity to connect and meet with businesses representatives in the Westchester community and beyond.
Back to top