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Business Council of Westchester Financial Advisors

Business Council of Westchester Financial Advisors

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Sykon Capital
Sykon Capital
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500 Mamaroneck Ave
Suite 320
Harrison, NY 10528
Todd StankiewiczTodd Stankiewicz
Work Phone: 914-898-3478914-898-3478
Member Since: 2023
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Altium Wealth, LLC
Altium Wealth, LLC
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2500 Westchester Avenue
Suite 210
Purchase, NY 10577
Jim GiangrandeJim Giangrande
Work Phone: (914) 777-2500(914) 777-2500
Member Since: 2010
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CPC Wealth Management
CPC Wealth Management
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45 Knollwood Road
Suite 101
Elmsford, NY 10532
Pasquale PalumboPasquale Palumbo
Work Phone: 91446149939144614993
Member Since: 2023
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Edward Jones
Edward Jones
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200 Business Park Drive
Suite 107
Armonk, NY 10504
Nicholas ColomboNicholas Colombo
Work Phone: 914-769-0540914-769-0540
Member Since: 2023
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Fifth Third Wealth Advisors
Fifth Third Wealth Advisors
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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.
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Forest Hills Financial Group
Forest Hills Financial Group
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122 East 42nd Street
Suite 2200
New York, NY 10168
John MelkunJohn Melkun
Work Phone: 631-492-1324631-492-1324
Member Since: 2022
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Hightower Westchester
Hightower Westchester
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400 Mamaroneck Avenue
Suite 506
Harrison, NY 10528
Roman CiosekRoman Ciosek
Work Phone: 91482586309148258630
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.
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Hudson Capital Management, Inc.
Hudson Capital Management, Inc.
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30 Wall Street
8th Floor
New York, NY 10005
John EvansJohn Evans
Work Phone: 917-720-2153917-720-2153
Member Since: 2023
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I M Financial
I M Financial
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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.
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IMA Financial Corp.
IMA Financial Corp.
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500 Mamaroneck Avenue
Suite 220
Harrison, NY 10528
Robert KestenbaumRobert Kestenbaum
Work Phone: (914) 376-2200(914) 376-2200
Member Since: 2009
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J.P. Morgan Wealth Management
J.P. Morgan Wealth Management
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925 Westchester Avenue
4th floor
West Harrison, NY 10604
Crista TuckerCrista Tucker
Work Phone: 914 874 2532914 874 2532
Member Since: 2022
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JP Morgan Private Bank - Christina O'Neill
JP Morgan Private Bank - Christina O'Neill
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390 Madison Avenue
Floor 23
New York, NY 10017
Christina O'NeillChristina O'Neill
Work Phone: 917-776-0636 917-776-0636
Member Since: 2022
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JP Morgan Private Bank - Pamela Finewood
JP Morgan Private Bank - Pamela Finewood
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390 Madison Avenue
New York, NY 10017
Pamela FinewoodPamela Finewood
Work Phone: 212 464 1919212 464 1919
Member Since: 2022
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Merrill Lynch - Lisa Keating-Gradilone
Merrill Lynch - Lisa Keating-Gradilone
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360 Hamilton Avenue
8th Floor
White Plains, NY 10601
Lisa Keating-GradiloneLisa Keating-Gradilone
Work Phone: 914 682 6504914 682 6504
Member Since: 2021
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Merrill Lynch Wealth Management-Ann Ruane
Merrill Lynch Wealth Management-Ann Ruane
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114 West 4th Street
15th Floor
New York, NY 10036
Ann RuaneAnn Ruane
Work Phone: 212-382-8552212-382-8552
Member Since: 2023
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Pell Wealth Partners
Pell Wealth Partners
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800 Westchester Avenue
Suite 300
Rye Brook, NY 10573
Geri E. PellGeri E. Pell
Work Phone: 914 253 8800914 253 8800
Member Since: 2014
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Rienas and Brown Wealth Management
Rienas and Brown Wealth Management
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399 Knollwood Road
Suite 212
White Plains, NY 10603
Marc RienasMarc Rienas
Work Phone: 91423755009142375500
Member Since: 2023
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Stewardship Financial Planning
Stewardship Financial Planning
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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.
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Strategies for Wealth
Strategies for Wealth
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800 Westchester Avenue
N409
Rye Brook, NY 10573
Kelley BiondiKelley Biondi
Work Phone: (914) 288-8800(914) 288-8800
Member Since: 2007
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The Rankowitz Cilwik Financial Group
The Rankowitz Cilwik Financial Group
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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.
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The SKG Team at Barnum Financial Group
The SKG Team at Barnum Financial Group
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565 Taxter Road
Suite 625
Elmsford, NY 10523
Chris KampitsisChris Kampitsis
Work Phone: 914 372 2897914 372 2897
Member Since: 2019
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The Westchester Group at Morgan Stanley
The Westchester Group at Morgan Stanley
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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.
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True Abundance Advisors
True Abundance Advisors
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500 Mamaroneck Avenue
Suite 320
Harrison, NY 10528
Laura RotterLaura Rotter
Work Phone: 914 222 0832914 222 0832
Member Since: 2018
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Wealth Bridge Financial Group
Wealth Bridge Financial Group
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675 Third Avenue
9th Floor
New York, NY 10017
Jim FeldesmanJim Feldesman
Work Phone: 646-461-9868646-461-9868
Member Since: 2024
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