Financial Services


Ameriprise-Logo.jpg Susan B. O'Rourke, Financial Advisor

Ameriprise Financial Services, Inc.

411 Theodore Fremd Ave, Ste 206 South, Rye NY 10580 | 914-925-3464, Fax 914-925-3460 | Email


Smart_Daily_Administrators.JPG Smart Daily Administrators, LLC

175 Main Street, Suite 506, White Plains NY 10601 | 914-644-8950 | Website | Email


Peloso-Barnes_cropped.jpg Julia A. Peloso-Barnes, CFP®, CPM®, ADPA®, CRPC® 

Simplifying complexity through collaborative problem-solving and education.

2000 Westchester Ave 1NC, Purchase NY 10577 | 914-225-6391, Fax 914-225-6770 | Website | Email