Amy C. O'Hara
Littman Krooks LLP
ESQ
Law Group
Partner
800 Westchester Ave Suite S-436
Rye Brook, NY 10573
914-684-2100
E-mail
Heather M Oboda
Citrin Cooperman
CPA
Accountancy Group
Tax Manager
709 Westchester Avenue
White Plains, NY 10604
914-949-2990 x3382
E-mail
Laura Palmisano Graham
Fiduciary Trust Capital International
Financial Planning Professional Group
Andrew I. Panken
Stern Keiser & Panken, LLP
Esq.
Law Group
1025 Westchester Avenue
White Plains, NY 10604
(914) 428-8800
E-mail
Vittorio F. Pavia, C.T.F.A.
Bank of America
T.O.
Financial Planning Professional Group
Senior Vice President & Market Trust Director
360 Hamilton Avenue
White Plains, NY 10601
914-682-5552
E-mail
Julia A. Peloso-Barnes
Prism Planning and Solutions Group
Prism Planning & Solutions Group is a dba of PPSGRP, an SEC Registered Investment Adviser. Registration does not imply a certain level of skill or training. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
CFP, ADPA, CRPC
Financial Planning Professional Group
CEO/Sr. Wealth Manager
Prism Planning and Solutions Group
777 Westchester Ave, Ste 101
White Plains, NY 10604
914-831-0636
E-mail
Anna Pennella
Citrin Cooperman Advisors LLC
Accountancy Group
Tax Director
538 Cross Hill Lane
Mahopac, 10541
914-644-9241
E-mail
Jennifer K Pitman
Doyle
Affiliated Professional Group
Business Development, Trust & Estates
175 East 87th Street
New York, 10128
212 427 4141 ext 208
E-mail
Pasquale Rafanelli
Legacy Valuation and Forensics
CPA/ABV, ASA, CVA/CBA/MAFF, CFE, CDFA(R), AEP(R)
Financial Planning Professional Group
Partner
800 Veterans Highway
Suite 302
Hauppauge, NY 11788
6317193222
E-mail
Jamie Robins
Beacon Financial Advisors
CFA, CFP
Financial Planning Professional Group
President
800 Westchester Ave
Suite N-641
Rye Brook, NY 10573
914-872-4040
E-mail