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WebLink Wide Template 1
WebLink Wide Template 1
[email protected]
2015-08-26T13:55:19+00:00
Business Council of Westchester Financial Services
Business Council of Westchester Financial Services
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Name
City
Hightower Westchester
_
400 Mamaroneck Avenue
Harrison
,
NY
10528
Roman Ciosek
914-825-8630
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. With an average experience of over 25 years, we pride ourselve
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Wells Fargo Bank
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2500 Westchester Avenue
Purchase
,
NY
10577
Angela Correia
914-438-7852
Member Since: 2016
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Graber Agency
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190 Summit Avenue
Montvale
,
NJ
07645
Britteny Pellegrino
8455025897
Member Since: 2024
Insurance IMO
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Peapack Private - A Division of Peapack-Gladstone Bank
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800 Westchester Ave
Rye Brook
,
NY
10573
Vincent Mutarelli
914-715-1490
Member Since: 2004
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Mid Hudson Valley Federal Credit Union (MHVFCU)
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3 North Broad Street
Peekskill
,
NY
10566
Roger Campos
8453364444
Member Since: 2022
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Mastercard
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2000 Purchase Street
Purchase
,
NY
10577
Patrick Dwyer
(914) 249-2000
(914) 249-2000
Member Since: 2003
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State Farm-Corey A Anthony Agency, LLC
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579 Gramatan Avenue
Mount Vernon
,
NY
10552
Corey A Anthony
914-665-9433
Member Since: 2025
My agency provides insurance and financial services. We help protect against what can go wrong and help you invest it what can go right
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UBS Financial - Taylor Gray, CIMA®
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3 Manhattanville Road
Purchase
,
NY
10577
Taylor Gray
914-287-4721
Member Since: 2024
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TD Bank
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1133 Westchester Avenue
White Plains
,
NY
10604
Laura Picone
(914) 428-3526
(914) 428-3526
Member Since: 2003
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PCSB Bank
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2651 Strang Blvd
Yorktown Heights
,
NY
10598
Michael Schiliro
914 248 4373
Member Since: 2007
PCSB Bank helps businesses and non-profits in the Lower Hudson Valley with all of their banking, lending, and cash management needs, and we lend our expertise to real estate investors looking to buy, build, or refinance commercial developments.
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Forest Hills Financial Group - Hector Rivera
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535 5th Avenue
New York
,
NY
10017
Hector Rivera
Member Since: 2024
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Wealth Bridge Financial Group
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675 Third Avenue
New York
,
NY
10017
Jim Feldesman
646-461-9868
Member Since: 2024
A New York metro-based financial services agency built on the pillars of premium financing, digital marketing, financial wellness, and advanced planning—driven by our core motto: People. Impact. Outcome.
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Strategies for Wealth
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800 Westchester Avenue
Rye Brook
,
NY
10573
Kelley Biondi
(914) 288-8800
Member Since: 2007
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Q&R Financial Services
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202 Mamaroneck Avenue
White Plains
,
NY
10601
Judy Rubin
914-777-2436
Member Since: 2024
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KeyBank
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1301 Avenue of the Americas
New York
,
NY
10019
John Manginelli
212-424-1807
Member Since: 1975
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M&T Bank
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120 White Plains Road
Tarrytown
,
NY
10591
Tyre Robinson
(914) 366-8567
(914) 366-8500
Member Since: 1992
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Pursuit (formerly New York Business Development Corporation)
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118 N Bedford Road
Mount Kisco
,
NY
10549
John Barrett
917-882-5967
Member Since: 2007
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Altium Wealth, LLC
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2500 Westchester Avenue
Purchase
,
NY
10577
James L. Giangrande, CFP
(914) 777-2500
Member Since: 2010
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Mass Mutual - Amir Asadi
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120 White Plains Road
Tarrytown
,
NY
10591
Amir Asadi
(914) 366-8386
Member Since: 2019
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Bank of America
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360 Hamilton Avenue
White Plains
,
NY
10601
Mark Becue
914-313-5205
Member Since: 2013
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JPMorgan Chase Bank
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925 Westchester Avenue
White Plains
,
NY
10604
Ken Price
(914) 993-7915
Member Since: 1937
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Rock East Funding
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7 Skyline Drive
Hawthorne
,
NY
10532
Michael Haberman
914 215 1908
Member Since: 2019
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I.M. Financial
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80 Business Park Drive
Armonk
,
NY
10504
Zak Smith
914.603.8325
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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Charter Oak Financial
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227 Tarrytown Road
White Plains
,
NY
10607
Peter Marengo
914 629 9507
Member Since: 2023
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The Weiner Wealth Management Group at Stifel
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4 West Red Oak Lane
White Plains
,
NY
10604
Debra Weiner
914-694-8606
Member Since: 2023
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J.P. Morgan Wealth Management
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925 Westchester Avenue
West Harrison
,
NY
10604
Crista Tucker
914 874 2532
Member Since: 2022
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Webster Bank
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1 North Broadway
White Plains
,
NY
10601
David Cinelli
(914) 298-2537
Member Since: 2009
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Rise Private Wealth Management (formerly Pell Wealth Partners)
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800 Westchester Avenue
Rye Brook
,
NY
10573
Geri E. Pell
914 253 8800
Member Since: 2014
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ConnectOne Bank
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155 White Plains Road
Tarrytown
,
NY
10591
Rori Sagal
914.618.4149
Member Since: 2010
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Morgan Stanley - Lawrence W. Bahr
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2000 Westchester Avenue
Purchase
,
NY
10577
Lawrence Bahr
914 225 4211
Member Since: 2023
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Tompkins Community Bank
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1441 Route 22
Brewster
,
NY
10509
Carol Schmitz
(845) 278-1031
Member Since: 2005
Founded in 1836, Tompkins Community Bank, through their unique local decision-making model, offers personalized service and exceptional responsiveness, while delivering a broad range of products and services for consumers and businesses.
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The First Bank of Greenwich
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500 Westchester Avenue
Port Chester
,
NY
10573
Ryan Sheflott
914-672-9600
Member Since: 2018
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