Investment Services locations near Katonah, NY

Showing 1–10 of 10 results

Trustco Bank

📍 18 Woods Bridge Rd, Katonah, NY, 10536

📞 914-666-6230

Trustco Bank has been the low cost provider of high quality products and services since opening for business in 1902 in the upstate town of Schenectady, New York. Today, Trustco Bank operates 146 branch locations in 5 states. The Bank believes in old school, personal service and welcomes each customer by name as they enter the branch. Offering a wide variety of great deposit and loan products, the Bank specializes in residential mortgage lending. In May 2015, SNL Financial rated Trustco Bank the 12th best performing savings bank in the country.

Edward Jones - Financial Advisor: Jay A Durante

📍 123 Katonah Ave, Katonah, NY, 10536

📞 914-232-3173

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Edward Jones - Financial Advisor: Neil G Gargiulo

📍 23 Depot Plz, Bedford Hills, NY, 10507

📞 914-244-1620

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Edward Jones - Financial Advisor: Daniel S Tanaka

📍 105 Gatehouse Somerstowne Shopping Centre Somerstowne Shopping Ctr, Somers, NY, 10589

📞 914-669-8133

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Morgan Stanley

📍 100 S Bedford Road 1 St Floor 1 St Fl, Mount Kisco, NY, 10549

📞 914-242-0290

We work with individuals, families, businesses and institutions to deliver specialized services and innovative strategies that help them build, preserve and manage their wealth.

Edward Jones - Financial Advisor: Jonathan Glaser

📍 345 Kear St, Yorktown Heights, NY, 10598

📞 914-962-2853

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Edward Jones - Financial Advisor: ED Zapson

📍 71 Smith Ave, Mount Kisco, NY, 10549

📞 914-242-0517

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Laidlaw Group LLC

📍 95 Katonah Ave, Katonah, NY, 10536

📞 914-767-0650

🌐 laidlawgrp.com

Greystone Wealth Advisors LLC

📍 77 Valley Rd, Katonah, NY, 10536

📞 914-232-3773

Pershing Square Capital Inc

📍 16 Cottage Pl, Katonah, NY, 10536

📞 914-232-1496