Financial Services


 Calderone Financial Services, Inc.

20 Maple Avenue, Armonk NY 10504 | 914-219-5882 | Website | Email

We assist individuals and businesses in achieving their financial goals by utilizing our skills in planning, implementation, and monitoring financial portfolios that adhere to the client's profile, risk tolerance, and objectives.


 Julia A. Peloso-Barnes, CFP®, CPM®, ADPA®, CRPC® | CEO/Sr. Wealth Manager

777 Westchester Avenue, Suite 101, White Plains NY 10604 | 914-831-0636, Fax 914-831-0714 | Website | Email

We are Financial Advisors all about empowering you to pursue your dreams and passions while ensuring you feel well cared for, informed, and secure during all the stages of your life. We simplify complexity and make the daunting digestible.

If you are following a unique path, be it what you do, where you live, or who you love — you’re likely to encounter complex circumstances and might even feel marginalized or excluded. We understand those challenges and are dedicated to simplifying the financial intricacies of your life.

We get you. And we’ve got your back.


Smart_Daily_Administrators.JPG Smart Daily Administrators, LLC

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


 

Selena Cefaloni, VP, Branch Manager | Charles Schwab, Scarsdale & Mount Kisco, NY

331 Central Park Avenue, Scarsdale, NY 10583 | Telephone  914-722-6415, Cell 914-327-5786 | Website | Email

Who We Are: Charles Schwab exists to help people achieve better financial outcomes. We offer investors a contemporary, full-service approach to build and manage their investments, providing investment-related products, services, and sophisticated financial planning that combine the best of what people and technology have to offer.