Financial Advising in White Plains, NY
10 locations found near White Plains
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Financial Advising
Financial Advising
“I have been with Prato Capital for many years, and they take a more personal approach in managing my finances. I am very happy with the way they handle my account. I can always depend on them for advice and support. I would definitely recommend Prato Capital Management.”
Financial Advising
“After going through multiple firms and being dissatisfied.... This is the only firm that was actually able to help me with what I wanted... Figured I'd share a review for that. Thank you..”
Financial Advising
“Dimensional Investment solutions that matched my risk tolerance. I loved Andrew’s analogy that my life previous investment strategy was like playing football without a helmet and never knew.”
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
“This is my first year using Lavin & Associates. I am a veteran and reservist and they offered me a great discount! They are honest and professional and the exact type of people you want handling your finances and offering tax advice. I’ve used other companies in the past but none compare to how professional and responsive they were. Will be a loyal customer for years to follow!”