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8:30AM - 4:30PM
70 Gedney Way, White Plains
Investing
9AM - 5PM
18 Liberty Square Mall, Stony Point
Investing
“Hubby and I came here in 2017 for retirement planning. We cannot say enough good things about Matthew Clement and his team! Matthew has the heart of a teacher, which is so important for navigating the not-so-clear road towards retirement.”
“I recently moved my all of personal and business banking to Tompkins Mahopac Bank, and I couldn't have asked for a better experience. They are always courteous and professional, unlike the government sponsored too large too fail banks that treat you like you're a number.”
“My experience was the same as Yona Friedman 2 years ago. NO RESPONSE from ANYONE despite calling Main & 800 numbers and asking for appts twice on supposedly "helpful" website.But after persisting, I finally got a hold of an Advisor named Rita who has been very reliable & knowledgeable.I only object to The Receptionists who never smile and are not personable at all : (Maybe Schwab lost their money?”
8AM - 5PM
120 White Plains Rd #403, Tarrytown
Investing
“Mitchel has his finger on the pulse of financial markets, so you don't have to. He's great at growing your nest egg and makes sure you are taken care of for your entire life.”
“I have to give "Fidelity Investments" 5 stars because there is nothing better than speaking to a human being that's so courteous and very helpful. It was a 1, 2, 3 situation.”
9AM - 5PM
399 Knollwood Rd G10, White Plains
Investing
10:30AM - 4:30PM
31 Mamaroneck Ave #513, White Plains
Investing
Investing
Investing
Investing
Investing
Investing
Investing
Investing
Investing
Investing
Investing
Investing
Investing
Investing
“I have been with Prato Capital for many years, and they take a more personal approach in managing my finances. I am very happy with the way they handle my account. I can always depend on them for advice and support. I would definitely recommend Prato Capital Management.”