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Business Council of Westchester Financial Advisors

Business Council of Westchester Financial Advisors

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Altium Wealth, LLC
Altium Wealth, LLC
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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
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Bernstein Private Wealth
Bernstein Private Wealth
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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.
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BRIX Partners
BRIX Partners
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565 Taxter Road
Suite 625
Elmsford, NY 10523
Eugene PeysakhEugene Peysakh
Work Phone: 917-540-3843917-540-3843
Member Since: 2024
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Cannataro Family Capital Partners
Cannataro Family Capital Partners
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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.
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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 - Hector Rivera
Forest Hills Financial Group - Hector Rivera
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535 5th Avenue
Floor 13
New York, NY 10017
Hector RiveraHector Rivera
Member Since: 2024
New Member
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Forest Hills Financial Group - John Melkun
Forest Hills Financial Group - John Melkun
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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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FSC Wealth Advisors LLC
FSC Wealth Advisors LLC
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1 Summit Court
Fishkill, NY 12524
James CombloJames Comblo
Work Phone: 845-297-0300845-297-0300
Member Since: 2024
New Member
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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: 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.
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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 - 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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Morgan Stanley Wealth Management - Keith Underwood
Morgan Stanley Wealth Management - Keith Underwood
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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.
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Paradigm Wealth
Paradigm Wealth
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427 Bedford Rd
Suite 210
Pleasantville, NY 10570
Danielle GuildersonDanielle Guilderson
Work Phone: (914) 801-7800(914) 801-7800
Member Since: 2024
Paradigm Wealth
New Member
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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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Rise Private Wealth Management (formerly Pell Wealth Partners)
Rise Private Wealth Management (formerly 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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SDG Asset Management Group LLC
SDG Asset Management Group LLC
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90 North Broadway
Irvington, NY 10533
Sam GurvitchSam Gurvitch
Work Phone: 212-589-1022212-589-1022
Member Since: 2024
New Member
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Seven Bridges Wealth Advisors
Seven Bridges Wealth Advisors
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50 Main Street
Suite 1560
White Plains, NY 10606
Gabby DelMonaco, APMAGabby DelMonaco, APMA
Work Phone: 914-747-0810914-747-0810
Member Since: 2024
New Member
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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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Sykon Capital
Sykon Capital
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500 Mamaroneck Ave
Suite 435
Harrison, NY 10528
Todd StankiewiczTodd Stankiewicz
Work Phone: 914-898-3478914-898-3478
Member Since: 2023
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The Affinity Group, LLC
The Affinity Group, LLC
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49 Brundidge Drive
Golden Bridge, NY 10526
Nicholas PreddiceNicholas Preddice
Work Phone: 518-776-1271518-776-1271
Member Since: 2024
New Member
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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 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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UBS Financial - Sam Giliberti
UBS Financial - Sam Giliberti
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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
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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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