Ana Maria Gomez
BNY Mellon
Financial Planning Professional Group
Vice President / Fiduciary Specialist
10 Mason Street
Greenwich, CT 06830
914-289-3084
E-mail
Caitlin M. Griffin
Falcon Rappaport & Berkman LLP
Law Group
Counsel
55 Smith Avenue
Suite 50
Mt. Kisco, NY 10549
(212) 203-3255
E-mail
Bharti Gupta
Censullo, Gupta & Associates, CPA, LLP
CA, CPA
Accountancy Group
Partner
80 Business Park Dr, STE 208
Armonk, NY 10504
9142942500
E-mail
Edward D. Heben
Edward D. Heben, CPA, P.C.
CPA/ABV/CFF, CVA, BCA, AEP, CMEA
Accountancy Group
Owner
722 Commerce Street
Thornwood, NY 10594
914-579-2700
E-mail
Patti Iengo
Citrin Cooperman
CPA
Accountancy Group
Partner
709 Westchester Ave Ste 200
White Plains, NY 10604
914.949.2990 ext 3340
E-mail
Sanjiv K. Jaswal
Prudential Advisors
CFP, RICP, ChFC, CLU, WMCP
Financial Planning Professional Group
Financial Planner
360 Hamilton Avenue, 9th Floor
White Plains, NY 10601
(914) 272-3893
E-mail
Franklin H. Julie
Julie Kessler LLP
Law Group
60 East 42nd Street
46 Floor
New York, NY 10165
(212) 687-1466
E-mail
Elaine M. Katz
ELAINE KATZ, CPA
CPA
Accountancy Group
Fiduciary Accountant
336 HEATHCOTE ROAD
SCARSDALE, NY 10583
914-960-9547
E-mail
Lisa Keating-Gradilone
Merrill Lynch
CFP, CFA
Financial Planning Professional Group
Senior Financial Advisor
360 Hamilton Avenue
White Plains, NY, NY 10601
914 240 6819
E-mail
Kyle Kirby
USI Insurance Services LLC
Affiliated Professionals Group