Keywords: establishment,finance,point_of_interest

Tompkins Financial Advisors - White Plains (NY)

Address: 🏡 10 Bank St Gr1, White Plains, NY 10606
Phone : +1 (914) 946-1277
Place GG: https://www.google.com/maps/place/?q=place_id:ChIJXQYT_UaUwokR13mGhKJ9QeE

Others Near White Plains,NY

  • Top 15 Financial Advisors in Ithaca, NY

    09-2025 Tompkins Financial Advisors in Top 15 Financial Advisors in Ithaca, NY
    • Laura I. Rotter, CFA, CFP™, MBA, Financial Advisor - White Plains, NY - Harrison
    Gary Burchik: One of the things my wife and I are grateful for this holiday season is having met with Laura for the first time back in 2018. Over the years she has helped us get our financial lives in order. Each time we meet we cover new topics and opportunities to tweak our investments and guide us toward a comfortable retirement. She understands our risk tolerance and has our portfolio well balanced. Laura also has valuable connections to help with other aspects of our lives such as preparing a will, and health care proxies. We highly recommend her!
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    Minerva valentin: I love their professionalism and their service for the customer Mona was amazing and she made me feel comfortable
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    Prato Capital Management
    EMME: For two decades, Im happy to share a positive customer review of Prato Capital Management. Greg and his hard working and knowledgeable team of financial advisors have a proprietary system that has successfully supported my account over the years and continues to do so despite the turbulent times we continue to face. I only have good things to report here and highly recommend this Financial Advisory group.
    David Lerner Associates, Inc. - White Plains
    Angry Boomer: Im a small time investor but they treat me like a millionaire! Ray K. is an amazing advisor. He will just call me out of the blue at times just to see how Im doing and give me a run down on my portfolio. (Even though I started with less than 30k). He saw me through the pandemic thus far taking me from an initial loss of around 6-7k to a 30% gain over my original deposit! (Results may vary). He always returns may calls! If you pulled your funds in the midst of "pandemic losses" you made an amateur mistake - dont blame Poppy, blame your self! Ray wasnt afraid to call me and tell me about the initial losses. He told me to sit tight which I already knew having watched people lose money during 911 because they withdrew it in a panic. Anyway five stars to Poppy and especially to Ray - Thanks!
    Primerica Financial Services - White Plains
    ANTHONY PIZZUTO: WE DO WHAT IS RIGHT FOR THE FAMILY!!!!!!!!!!