Currently Browsing ... Financial Planning/Estate Service

  • Edward Jones Logo
    Edward Jones

    Edward Jones is a different kind of investment firm. To us, face time and think time make sense. We meet with you to learn your individual needs so we can develop a strategy to help you achieve your long-term financial goals. So, whether you want… Read More

  • CPA Logo
    James B. McEvoy, CPA

    Since 1978, James B. McEvoy has been a Certified Public Accountant, specializing in income and estate tax planning for individuals, small businesses and families. Working with businesses and families, James B. McEvoys helps them map out financial objectives, prepare income tax returns and in-depth estate… Read More

  • State Farm Logo
    State Farm

    Mike Berardino has been a State Farm® agent in Katonah since 1982, providing insurance and financial services including auto, home, renters, life and commercial insurance, as well as bank and investment products. At this good neighbor agency, you will find exceptional 24/7 customer service, backed… Read More

  • Trustco Logo
    Trustco Bank

    The mission of Trustco Bank is to be the low cost provider of high quality services to our customers in the communities we serve and return to our owners an above average return on their investment. These days, many people are rediscovering the value of… Read More

  • Wells-Fargo-logo
    Wells Fargo Bank

    Wells Fargo & Company (NYSE: WFC) is a diversified, community-based financial services company with $1.9 trillion in assets. Wells Fargo’s vision is to satisfy our customers’ financial needs and help them succeed financially. Founded in 1852, and headquartered in San Francisco, Wells Fargo provides banking,… Read More

  • Newhouse Financial and Insurance Brokers
    800 Westchester Avenue
    Rye Brook, NY 10573
    914-288-8829
  • O’Hagan Financial Management
    125 Main Street #201
    Mount Kisco, NY 10549
    914-242-3661
  • Tompkins Wealth Advisors
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