Investment Management Services locations near Jefferson Valley, NY

Edward Jones - Financial Advisor: Daniel S Tanaka

📍 105 Gatehouse, Somers, NY, 10589

📞 914-669-8133

🌐 edwardjones.com/en_us/fa/index.html&cirn=713332

Solaris Asset Management

📍 2 Depot Plz, Bedford Hills, NY, 10507

📞 914-241-2222

🌐 solarisasset.com

Solaris Asset Management is an investment services firm located in Bedford Hills, New York. The firm offers consultations and executive search services to clients. With recent online activity noted in 2026, it appears to be an active player in the investment sector.

Performance Equity Management LLC

📍 12 Foster Ct, Croton On Hudson, NY, 10520

📞 914-827-9335

Creative Capital Management

📍 100 S Bedford Rd Ste 340, Mount Kisco, NY, 10549

📞 914-242-5700

Concentrix Capital Mgmt LP

📍 555 Pleasantville Rd, Briarcliff Manor, NY, 10510

📞 914-741-5436