Find the Best 15 Finance services in White Plains, NY

Daniel Hillman I’ve had an excellent experience with Gabriel Kaplan at Wealth Habits and have appreciated his sound investment and financial planning advice over the past decade. Gabriel is truly attentive to my needs, fully informs me of key considerations for each proposed strategy and is otherwise a highly reliable and thoughtful professional. I would recommend him to anyone who is looking to build wealth and gain peace of mind in their financial / investment planning.

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!

Minerva valentin I love their professionalism and their service for the customer Mona was amazing and she made me feel comfortable

Gabrielle GottiKash Amazing service complete help with I didnt understand

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.

Marla Alt These are people who can trust, josh and his team are top notch professionals and truly go the extra mile for all their clients .

Isolina Rivera Thanks very much to Mr. Julio Davila!, it was a excellent service, he is very kind and helpful. He was very professional answering our questions and worries about opening a new account for my daughter.

Theodore Karabetsos Nice customer service and kind employees

Whatchagonnado It’s very unfortunate that the City of White Plains has an employee like Terrence Conroy. Simple questions he can’t handle, unprofessional, raises his voice for absolutely no reason, short responses with no resolution, a clearly insecure tough guy persona over the phone of course.

Tessa Tookes A true joy to work with for my whole family, and we’re talking generations here! So grateful for his empathy, compassion, and ability to chat through complex scenarios for the financially illiterate (me).

Sasha Bowden My agent Mrs. Diedrick-Smith, was helpful in assisting me with choosing a coverage that was with in my means and needs. She explained everything throughly until I understood every aspect of the coverage I was getting. Know I sleep better at nights knowing that me and my children are covered in case anything happens. Book an appointment with her you won’t regret it.

Denise Fowler Have been with Rienas & Brown for the past 6 years. They are resourceful and very attentive to all my financial needs. They have a great team, very knowledgeable. I completely trust them with all my financial needs. Rienas & Brown are just the Best!

Natan Felipe Very Professional ! The staff were great and very helpful. Strongly recommended

Marc Goodman 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.