Merrill Lynch Wealth Management

David Lerner Associates Inc. is a private investment firm based in White Plains, NY. Specializing in seminars and consulting, the company offers expertise in real estate, bonds, life insurance, retirement plans, funds, and mortgages. With a focus on providing financial guidance, David Lerner Associates is dedicated to helping clients navigate the complexities of investment opportunities. Their services encompass a wide range of financial products to meet diverse investment needs. Generated from their available business information

Ameriprise Financial in Hartsdale, NY, offers personalized financial advisory services aimed at helping clients achieve their specific financial goals. With a network of over 10,000 advisors, the firm provides tailored recommendations and ongoing support to ensure clients feel confident and in control of their financial futures. Each advisor at Ameriprise has distinct areas of expertise, enabling them to address a variety of financial needs. Clients can prepare for their initial consultations by reflecting on their financial priorities and concerns, setting the stage for a productive partnership that includes regular portfolio reviews and access to digital tools for tracking investments. Generated from the website

Marcia S Kaplan - Ameriprise Financial Services, located in Hartsdale, NY, offers personalized financial advice aimed at helping clients achieve their financial goals. With a team of over 10,000 Ameriprise advisors, the firm facilitates a tailored approach to investing through regular consultations and digital tools to enhance client engagement. Clients can choose from advisors based on their specific areas of expertise and desired financial strategies, ensuring that each individual's unique needs are met. The company emphasizes ongoing communication and a client-centric philosophy to help individuals feel confident, connected, and in control of their financial future. Generated from the website