Investment Management Services locations near Mahopac, NY

Showing 1–6 of 6 results

We track 6 investment management services listings in and around Mahopac, NY, spread over 6 ZIP codes. Listings here were last checked in Sep 2026.

Updated Aug 2026

Edward Jones - Financial Advisor: Daniel S Tanaka

📍 105 Gatehouse, Somers, NY, 10589

📞 914-669-8133

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

Updated Sep 2026

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.

Carr & Associates

📍 20 High St, Beacon, NY, 12508

📞 845-765-2766

Upland Capital Management LLC

📍 90 Grove St Ste 205, Ridgefield, CT, 06877

📞 203-431-8546

Creative Capital Management

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

📞 914-242-5700

Performance Equity Management LLC

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

📞 914-827-9335