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Ranked by number of CPAs in county; listed alphabetically in event of tie. Accounting Firms Westchester CountyNext list: August 8
Limousine Companies
Ranked by number of CPAs in county; listed alphabetically in event of tie.
Rank
Name, address, phone number Area code: 914 (unless otherwise noted)Website
Managing partner(s)Email address
Year company established
Services offered
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1J.H. Cohn L.L.P.1311 Mamaroneck Ave., Suite 250, White Plains 10605684-2700 • jhcohn.com
Arnold I. Marden CPA Stephen J. Harrison CPACo-office managing partners
206763
105417
36157
a a a a a a a a a a
2O'Connor Davies Munns & Dobbins L.L.P. 500 Mamaroneck Ave., Harrison 10528381-8900 • odmd.com
Kevin J. Keane [email protected]
1891
158330
90158
3560
a a a a a a a a a a
3Citrin Cooperman709 Westchester Ave., White Plains 10604949-2990 • citrincooperman.com
Joel A. [email protected]
1979
54288
30194
1797
a a a a a a a a a
4D'Arcangelo & Company L.L.P. +800 Westchester Ave., Suite N-400, Rye Brook 10573694-4600 • darcangelo.com
James R. D'[email protected]
1950
45130
25124
826
a a a a a a a a a a
5Maier, Markey & Justic L.L.P.222 Bloomingdale Road, Suite 400, White Plains 10605644-9200
Anthony J. [email protected]
1986
2525
1414
55
a a a a a a a
6Gettry Marcus Stern & Lehrer CPA, P.C.222 Bloomingdale Road, White Plains 10605909-1170 • gmslny.com
Dennis B. [email protected]
1952
1390
1360
620
a a a a a a a a a
7Marks Paneth & Shron L.L.P.++660 White Plains Road, Tarrytown 10591524-9000 •markspaneth.com
Arthur E. Cannata CPAMark Levenfus CPA
Michael L. McNee CPAPartner-in-charge Westchester office
27379
12182
562
a a a a a a a a a a
8MBAF-ERE CPAs L.L.C. 400 Columbus Ave., Suite 200E, Valhalla 10595741-0800 • mbafcpa.com
Ira Rubenstein(New York region)
Tony Argiz(National)
21400
(total staff)
11147
757
a a a a a a a a
WeiserMazars L.L.P. 660 White Plains Road, Tarrytown 10591333-0555 • weisermazars.com
Douglas A. Phillips [email protected]
1921
16500
11320
395
a a a a a a a a a a
9UHY L.L.P.^800 Westchester Ave., Suite North 641-657, Rye Brook 10573697-4955 • uhyllp-us.com
Michael J. [email protected]
2004
15727
10376
397
a a a a a a a a a
William Greene & Company L.L.P. 55 Katonah Ave., Katonah 10536232-8461 • wgreeneco.com
William [email protected]
1970
1414
1010
44
a a a a a a
10Kass & Jaffe P.C. 1025 Westchester Ave., White Plains 10604948-7800
Stephen L. Kass [email protected]
1983
1212
99
55
a a a a a a a a a
11A. Uzzo & Company CPAs, P.C.287 Bowman Ave., Purchase 10577694-8800 • auzzo.com
Anthony P. [email protected]
1984
2020
88
55
a a a a a a a a
Band, Rosenbaum & Martin P.C.26 Burling Lane, New Rochelle 10801636-7200 • brmcpa.com
Scott [email protected]
1929
88
88
33
a a a a a a a a
12Peretz, Resnick, Mitgang & Marcus L.L.P.303 S. Broadway, Suite 105, Tarrytown 10591332-5393 • peretzcpas.com
David M. [email protected]
1990
2424
77
44
a a a a a a a
Selznick & Company L.L.P.145 Bedford Road, Suite 201, Armonk 10504273-3700 • dselznick.com
David R. Selznick1997
1111
77
33
a a a a a a
Victor J. Cannistra CPA, P.C. 115 Kisco Ave, Mount Kisco 10549241-3605
Victor J. Cannistra [email protected]
1975
77
77
17
a a a a a a a a
13Kera & Company150 White Plains Road, Suite 406, Tarrytown 10591332-8484 • keracpas.com
Ellen Kera [email protected]
1955
1212
66
11
a a a a a a a
Number of
accounting professionals
in county, nationwide
Number of
partnersin county,
nationwide
Number of
CPAs in county,
nationwide
Page 1
RANKED BY NUMBER OF EVENTS CATERED IN 2010. LISTED ALPHABETICALLY IN EVENT OF TIE.
CATERING FIRMS WESTCHESTER COUNTYNEXT LIST: FEBRUARY 21
PHYSICIANS FIRMSRa
nk
Name, address, phone number Area code: 914 (unless otherwise noted)Website
Top three (3) events catered in 2010
Specialties
full
serv
ice
even
t pl
anni
ng
wai
t ser
vice
equi
pmen
t re
ntal
ser
vice
food
dro
p-of
f
1 The Crystal Spoon Corp.175 Clearbrook Road, Elmsford 10523372-7080 • thecrystalspoon.com
Paul GhironSean Kerins
1,723New York Medical College graduation, French American School annual dinner
a a a a a
Corporate catering for businesses, corporations, and institutions in Westchester County; breakfast and lunch buffets, cocktail parties, corporate meetings, picnics and barbecues, formal dinners, tasteful presentations of American and international cuisine
2 Doubletree by Hilton Tarrytown455 S. Broadway, Tarrytown 10591631-5700 • tarrytown.doubletree.com
Rich FriedmanFrank Troi
991New York Life Insurance annual meeting, Westchester County Association, Make-a-Wish Foundation
a a a aCorporate and social events in Westchester County, personalized menus for budgeted and upscale events
3Country Manor Catering at Holiday Inn - Mount Kisco1 Holiday Inn Drive, Mount Kisco 10549241-2600 • hudsonvalleymanor.com
Kevin Cottet, general managerJuan Carlos
700 Bar mitzvahs, weddings, Hudson Valley Chamber Mega Mixer a a a a Customized menus to fit any budget
4 Frank & Joe's Deli76 Wheeler Ave., Pleasantville 10570747-1349
Robert Spitalieri and Malachy CostelloChef Ruben
500
Briarcliff Manor Fire Department inspector's dinner, Briarcliff Manor High School ring ceremony brunch, Verizon luncheon for 200 people at White Plains headquarters
a a a a aHot and cold catering, on-premises butcher shop, serving breakfast, lunch and dinner
5 Antun's of Westchester Catering & Events35 Valley Ave., Elmsford 10523 592-5260 • antunsofwestchester.com
Ronald StytzerRichard Stytzer
465Caribbean food delights, Westchester ARC, National Association of Postal Workers
a a a
Victorian mansion with private gardens offering full-service on-site catering for all celebratory events and corporate business;off-site take-out catering and Sunday champagne brunch
6 Standing Room Only 1491 Weaver St., Scarsdale 10583472-3002 • srofinefoods.com
Sharon Snyder, presidentRenee Cory
450
Winter wedding at Angel Orensanz, an autumn wedding at Midtown Loft and Terrace, the dedication of the new synagogue and social hall at Westchester Reform Temple in Scarsdale
a a a a a
Known for its delicious foods, unique presentations and great service staff; offers fresh menu items that are health conscious and fun, retail take-home available
7 Crabtree's Kittle House Restaurant & Inn11 Kittle Road, Chappaqua 10514666-8044 • kittlehouse.com
John CrabtreeBenjamin Lambert
400 WND a a a a aCritically acclaimed cuisine, Wine Spectator magazine grand award wine list, overnight inn accommodations, on and off premise events
Sheldon Party Services17 Newcomb Place, White Plains 10606831-9151
Martha PatternNR
400 WND a a a a a
Full service specializing in intimate catered affairs in private homes, willing to work on any event with any budget, will workwith any catering firm in any location, open to new situations and ideas
8 The Great American BBQ 52 Gedney Way, White Plains 10605686-2277 • thegreatamericanbbq.com
Peter HereroJoe Sasso
381Corporate event for 400, private wedding anniversary in Greenwich for 225 guests
a a a a a Barbecue pulled pork, dry-rub St. Louis ribs, golden corn pudding
9 The Royal Regency165 Tuckahoe Road, Yonkers 10710476-6200 • royalregencycatering.com
WNDHendrick Southout
More than350
Walk for The Hearing Impaired annual breakfast, The Annual Victory Food Show
a
Family owned and operated, fine food with excellent service, newly renovated facilities, three banquet rooms with seating for up to 450 guests, complimentary parking
10 Polonaise Catering at the Polish Center92 Waverly St., Yonkers 10701965-2559 • thepolishcenter.com
Barbara RusinkoJacek Szewczyk
330Annual Yonkers St. Patrick's day dinner dance, Local 628 Yonkers Firefighters dinner dance, annual New Year's celebration
a a a Full-service catering
11 Abigail Kirsch Catering Relationships81 Highland Ave., Tarrytown 10591631-3030 • abigailkirsch.com
James KirschJohn D'Arcangelo
More than300
Green Chimneys fundraiser with special guest appearance by Ralph Lauren, Planned Parenthood fundraiser with special guest appearance by Dr. Ruth Westheimer, Combe corporate holiday events with special performance by George Benson
a a
Creative concepts in menu design that focus on seasonality and local ingredients, specialties include bite-size hors d'oeuvres and delicious desserts
Doral Arrowwood975 Anderson Hill Road, Rye Brook 10573939-5500 • doralarrowwood.com
Carol ManagementMichael Schmeltzer
More than 300
Westchester Arts gala, Autism Speaks banquet, weddings a a a
Hotel, resort and conference center, weddings, bar and bat mitzvahs, corporate outings, bridal and baby showers, holiday parties
12 Le Chateau Restaurant1410 Route 35, South Salem 10590533-6631 • lechateauny.com
Monique Jaffre Andre Molle
300 Weddings, ABC Foundation, Boehringer a a a
Weddings, bar mitzvahs, engagement parties, birthdays, anniversaries, corporate events in Tudor mansion built in 1907 by J.P. Morgan overlooking the Hudson River, French cuisine, J.P. Lounge for cocktails and casual dining
Rye Ridge Deli126 S. Ridge St., Rye Brook 10573937-2131• ryeridgedeli.com
Harry MartinLevid Aguirre
1983300
Palace Theater lunch, Atlas Air holiday celebrations, various funerals
a New York kosher style, appetizing food
Susan Lawrence 26 N. Greeley Ave., Chappaqua 10514238-8833 • susanlawrence.com
Mark KramerMark Kramer
300Hudson River Museum gala: American Vintage John Singer Sargent opening exhibit gala, New York City; Ossining Children's Center gala
a a a a a
Premier boutique caterer with unique approach to event planning and party design, retail store, café and bakery with an array of entrees, including salads, hors d'oeuvres, freshly baked breads and pastries, selection of coffee beans, fine chocolates, candies, jams and gifts imported from around the world
13 Sinapi's Ceola Manor489 E. Main St., Jefferson Valley 10535245-0630 • ceola.com
Peter SinapiIsaias Aguliar
221 Weddings, bar and bar mitzvahs and sweet 16s aCatering weddings, bar and bat mitzvahs, birthdays, christenings,bridal and baby showers, corporate events, dinner dances
14 Sam's of Gedney Way50 Gedney Way, White Plains 10605949-0978 • samsofgedneyway.com
Peter HerreroJoe Sasso
More than200
Private two-day conference for 60 people, multiple weddings and bar mitzvahs
a a Regional American cuisine, private banquet room
15 Antonees Gourmet Family115 N. Broadway, White Plains 10603328-5672 • antonees.com
Perry DiNapoliWND
200 Breast cancer awareness dinner a a a a aFamily gatherings and celebrations, corporate events, company picnics
Unique Affair Caterers110 Nannahagen Road, Pleasantville 10570769-5010 • uniqueaffaircatering.com
Guy DeMeoWND
200 WND a a a a aFull-service caterer, weddings, bar and bat mitzvahs, off-premises events
16 Tarrytown House Estate on the Hudson49 E. Sunnyside Lane, Tarrytown 10591591-3105 • tarrytownhouseestate.com
Joe Santore General managerChris Hettinger
150 WND a a aWedding ceremonies, weddings and life-cycle events, weekend retreats, interactive chefs' tables (Iron Chef)
Taylored Menus Inc.101 Castleton St., Suite 103, Pleasantville 10570741-5410 • tayloredmenus.com
M. Taylor SmelserRose Portillo
150Making Headway annual family fun day, Byram Hills school district, Westchester Institute of Human Development
a a a a a
Appetizers hand made on premises (sesame seared tuna on blue chip, veggie rice paper spring rolls, flank steak and jicama skewers), summer barbeques, potato crusted grouper, Asian noodle and cabbage slaw
Company presidentExecutive chefEmail address
Year established
Number of eventscatered in
2010
Services offered
Ranked by number of events catered in 2010; listed alphabetically in event of tie.
Page 1
RANKED BY TOTAL COMPENSATION HIGHLY COMPENSATED CEOs WESTCHESTER COUNTYNEXT LIST: OCTOBER 24
INTELLECTUAL PROPERTY LAW FIRMSR
ank
Name, address, phone numberArea code: 914 (unless otherwise noted)Website
CEOTitle
Age • year appointed
Yearof
data
Salary$
Bonus$
Stock awards
$
Option awards
$
Nonequity incentive plan compensation
$
Change in retention
plan value
$
Change in pension value
and nonqualified
deferred compensation
earnings$
All other compensation
$
Total compensation
$
1GAMCO Investors Inc.1 Corporate Center, Rye 10580921-5100 • gabelli.com
Mario J. GabelliChairman, CEO and
chief investment officer- value portfolios
68 • 1976
2010 0 0 0 0 0 0 0 56,608,736 56,608,736
2International Business Machines Corp.♦1 New Orchard Road, Armonk 10504499-1900 • ibm.com
Samuel J. PalmisanoChairman, president
and CEO59 • 2002
2010 1,800,000 0 13,319,450 0 9,000,000 2,395,650 4,142,277 1,061,231 31,718,608
3S.L. Green Realty Corp.(Headquartered in New York City)360 Hamilton Ave., White Plains 10601750-7200 • slgreen.com
Marc HollidayCEO
44 • 20082010 725,000 5,062,500 18,989,524 0 0 0 0 63,327 24,840,351
4PepsiCo Inc.700 Anderson Hill RoadPurchase 10577253-2000 • pepsico.com
Indra K. NooyiChairman and CEO
55 • 20062010 1,300,000 0 6,000,029 3,507,967 3,000,000 0 2,143,083 224,302 16,175,381
5Morgan Stanley & Co.(Headquartered in New York City)2000 Westchester Ave., Purchase 10577 225-5510 • morganstanley.com
James P. GormanChairman and CEO
52 • 20102010 800,000 3,880,000 10,167,949 0 0 0 331,688 6,100 15,185,737
6Jarden Corp.555 Theodore Fremd Ave., Rye 10580967-9400 • jardencorp.com
Martin E. FranklinChairman and CEO
46 • 20012010 2,034,728 2,034,728 7,065,600 0 2,034,728 0 0 548,447 13,718,231
7Avon Products Inc.(Headquartered in New York City)601 Midland Ave., Rye 10580935-2000 • avon.com
Andrea JungChairman and CEO
52 • 20012010 1,375,000 0 0 2,956,685 5,362,500 0 3,282,731 189,968 13,166,884
8ITT Corp.1133 Westchester Ave.White Plains 10604641-2000 • itt.com
Steven R. LorangerChairman, president
and CEO 59• 2004
2010 1,154,231 0 4,187,372 2,047,462 2,328,352 0 2,602,844 314,791 12,635,052
9MasterCard International200 Purchase St., Purchase 10577249-2000 • mastercard.com
Ajay S. BangaPresident and CEO
51 • 20102010 850,000 2,123,906 4,632,491 2,200,131 1,900,000 0 0 149,286 11,855,814
10Consolidated Edison Inc.(Headquartered in New York City)511 Theodore Fremd Ave., Rye 10580(800) 752-6633 • coned.com
Kevin BurkeChairman, president
and CEO60 • 2005
2010 1,118,550 0 4,063,356 0 1,805,600 0 3,189,329 99,559 10,276,394
11Starwood Hotel & Resorts Worldwide Inc.1111 Westchester Ave.White Plains 10604640-8100 • starwood.com
Frits Van PaasschenPresident and CEO
50 • 20072010 1,208,333 0 3,956,262 1,210,395 3,000,000 0 0 171,626 9,546,616
Ranked by total compensation
RANKED BY TOTAL ASSETS COMMERCIAL BANKS WESTCHESTER COUNTYNEXT LIST: OCTOBER 10
COMMERCIAL DEVELOPERSRa
nk
Name and address • Number of branches in countyTelephone number, area code: 914 (unless otherwise noted)Website
Total assets ($ rounded)
Year-to-date profit (loss) ($ rounded)
Return on assets annualized ($ rounded)
Return on equity annualized ($ rounded)
Delinquent loans90 days or more + nonaccruals
($ rounded)
Year establishedNumber ofemployees
1 JPMorgan Chase N.A.270 Park Ave., New York City 10017 • 106 branches(800) 678-1051 • jpmorganchase.com
1.8trillion
5.6billion
661thousand
9.0million
37.1billion
1824191,202
2 Bank of America101 S. Tryon St., Charlotte, NC 28255 • 24 branches(800) 432-1000 • bankofamerica.com
1.5trillion
4.0billion
539thousand
4.5million
55.2billion
1904184,977
3 Citibank N.A.399 Park Ave., New York City 10022 • 25 branches(800) 285-3000 • citibank.com
1.2trillion
1.9billion
314thousand
2.9million
16.2billion
1812175,431
4 Wells Fargo Bank N.A.101 N. Phillips Ave., Suite A, Sioux Falls, SD 57104 • 35 branches(605) 575-7332 • wellsfargo.com
1.1trillion
6.0billion
1.1million
9.7million
45.6billion
1870227,447
5 The Bank of New York Mellon1 Wall St., New York City 10286 • One branch(212) 495-1784 • bnymellon.com
236.3billion
712.0million
712thousand
8.6million
312million
185133,049
6 HSBC Bank USA N.A.1800 Tysons Blvd., McLean, VA 22102• 24 branches(800) 975-4722 • us.hsbc.com
195.1billion
617.7million
644thousand
6.8million
2.3billion
20049,856
7 TD Bank N.A.2035 Limestone Road, Wilmington, DE 19808 • 13 branches(302) 351-4560 • tdbanknorth.com
180.0billion
397.1million
457thousand
3.0million
2.0billion
185224,096
8 Capital One N.A.1680 Capital One Drive, McLean, VA 22102 • 10 branches(703) 448-3747 • capitalone.com
127.6billion
659.5million
1.0million
5.4million
1.9billion
193319,327
9 RBS Citizens Bank N.A.1 Citizens Plaza, Providence, RI 02903 • 10 branches(401) 456-7096 • citizensbank.com
109.3billion
177.1million
336thousand
2.0million
1.6billion
200515,914
10 KeyBank N.A.127 Public Square, Cleveland, Ohio 44114 • 17 branches(216) 689-5580 • key.com
85.9billion
520.0million
1.2million
9.9million
1.1billion
184915,351
11 M&T Bank1 M&T Plaza, Buffalo 14203 • Eight branches(800) 724-2440 • mtb.com
76.5billion
555.2million
1.6million
12.3million
1.7billion
185614,142
12 Webster Bank145 Bank St., Waterbury, CT 06702 • Eight branches(800) 325-2424 • websterbank.com
17.8billion
76.7million
857thousand
7.5million
229.7million
18702,906
13 Signature Bank565 Fifth Ave., New York City 10017 • Two branches(866) 744-5463 • signatureny.com
13.1billion
71.2million
1.1million
14.3million
62.4million
2001682
14 BNY Mellon N.A.500 Grant St., 1 Mellon Center, Pittsburgh, PA 15262 • One branch(412) 234-5000 • bnymellon.com
11.5billion
63.5million
1.1million
4.8million
39.3million
18691,774
15 New York Commercial Bank*1601 Veterans Highway, Suite 100, Islandia 11749 • Two branches(631) 348-0888 • newyorkcommercialbank.com
3.0billion
19.9million
1.4million
7.5million
39.3million
1990252
16 Hudson Valley Bank1055 Summer St., Suite 1, Stamford, CT 06905 • 18 branches(203) 989-0970 • hudsonvalleybank.com
2.8billion
12.1million
879thousand
8.8million
62.1million
1972447
17 Sterling National Bank650 Fifth Ave., New York City 10019 • One branch(212) 757-3300 • sterlingbancorp.com
2.5billion
9.0million
762thousand
9.4million
6.0million
1929535
18 Customers Bank99 Bridge St., Phoenixville, PA 19460 • One branch(610) 933-2000 • customersbank.com
1.7billion
-1.5million
-201thousand
-2.7million
70.7million
1997151
19 Mahopac National Bank1441 Route 22, Brewster 10509 • Seven branches(888) GoBank8 • welcomebanking.com
861.8million
2.4million
555thousand
4.7million
17.4million
1927125
20 Patriot National Bank900 Bedford St., Stamford, CT 06901 • Two branches(800) 762-7620 • pnbdirectonline.com
647.9million
-15.9million
-4.5million
-49.3million
28.5million
1994133
21 Country Bank200 E. 42 St., New York City 10017 • One branch(212) 818-9090 • countrybankonline.com
455.7million
1.8million
799thousand
10.3million
10.6million
198856
22 Greater Hudson Bank N.A.643 Route 211 East, Middletown 10941 • One branch(877) 692-1170 • greaterhudsonbank.com
300.2million
1.0million
735thousand
6.2million
636thousand
200239
23 The Westchester Bank2001 Central Park Ave., Yonkers 10710 • Two branches337-1900 • thewestchesterbank.com
240.1million
660thousand
66million
5.1million
482thousand
200827
24 Putnam County National Bank of Carmel43 Gleneida Ave., Carmel 10512 • One branch(845) 225-3688 • pcnb.biz
166.7million
357thousand
422thousand
1.7million
5.9million
186538
Ranked by total assets.
Source: Information obtained from BauerFinancial Inc., Coral Gables, Fla. 33114; (800) 388-6686; bauerfinancial.com; data as of June 2011. Compiled from data as reported to federal regulators. Although the financial data obtained from these sources is consistently reliable, its accuracy and comprehensiveness cannot be guaranteed by BauerFinancial Inc. Information for number of branches is current as of June 2010 and was obtained from the Federal Deposit Insurance Corp. website fdic.gov or from institution websites. * Atlantic Bank of New York is the institution's division in Westchester County.
RANKED BY TOTAL ASSETS COMMERCIAL BANKS WESTCHESTER COUNTYNEXT LIST: OCTOBER 10
COMMERCIAL DEVELOPERSRa
nk
Name and address • Number of branches in countyTelephone number, area code: 914 (unless otherwise noted)Website
Total assets ($ rounded)
Year-to-date profit (loss) ($ rounded)
Return on assets annualized ($ rounded)
Return on equity annualized ($ rounded)
Delinquent loans90 days or more + nonaccruals
($ rounded)
Year establishedNumber ofemployees
1 JPMorgan Chase N.A.270 Park Ave., New York City 10017 • 106 branches(800) 678-1051 • jpmorganchase.com
1.8trillion
5.6billion
661thousand
9.0million
37.1billion
1824191,202
2 Bank of America101 S. Tryon St., Charlotte, NC 28255 • 24 branches(800) 432-1000 • bankofamerica.com
1.5trillion
4.0billion
539thousand
4.5million
55.2billion
1904184,977
3 Citibank N.A.399 Park Ave., New York City 10022 • 25 branches(800) 285-3000 • citibank.com
1.2trillion
1.9billion
314thousand
2.9million
16.2billion
1812175,431
4 Wells Fargo Bank N.A.101 N. Phillips Ave., Suite A, Sioux Falls, SD 57104 • 35 branches(605) 575-7332 • wellsfargo.com
1.1trillion
6.0billion
1.1million
9.7million
45.6billion
1870227,447
5 The Bank of New York Mellon1 Wall St., New York City 10286 • One branch(212) 495-1784 • bnymellon.com
236.3billion
712.0million
712thousand
8.6million
312million
185133,049
6 HSBC Bank USA N.A.1800 Tysons Blvd., McLean, VA 22102• 24 branches(800) 975-4722 • us.hsbc.com
195.1billion
617.7million
644thousand
6.8million
2.3billion
20049,856
7 TD Bank N.A.2035 Limestone Road, Wilmington, DE 19808 • 13 branches(302) 351-4560 • tdbanknorth.com
180.0billion
397.1million
457thousand
3.0million
2.0billion
185224,096
8 Capital One N.A.1680 Capital One Drive, McLean, VA 22102 • 10 branches(703) 448-3747 • capitalone.com
127.6billion
659.5million
1.0million
5.4million
1.9billion
193319,327
9 RBS Citizens Bank N.A.1 Citizens Plaza, Providence, RI 02903 • 10 branches(401) 456-7096 • citizensbank.com
109.3billion
177.1million
336thousand
2.0million
1.6billion
200515,914
10 KeyBank N.A.127 Public Square, Cleveland, Ohio 44114 • 17 branches(216) 689-5580 • key.com
85.9billion
520.0million
1.2million
9.9million
1.1billion
184915,351
11 M&T Bank1 M&T Plaza, Buffalo 14203 • Eight branches(800) 724-2440 • mtb.com
76.5billion
555.2million
1.6million
12.3million
1.7billion
185614,142
12 Webster Bank145 Bank St., Waterbury, CT 06702 • Eight branches(800) 325-2424 • websterbank.com
17.8billion
76.7million
857thousand
7.5million
229.7million
18702,906
13 Signature Bank565 Fifth Ave., New York City 10017 • Two branches(866) 744-5463 • signatureny.com
13.1billion
71.2million
1.1million
14.3million
62.4million
2001682
14 BNY Mellon N.A.500 Grant St., 1 Mellon Center, Pittsburgh, PA 15262 • One branch(412) 234-5000 • bnymellon.com
11.5billion
63.5million
1.1million
4.8million
39.3million
18691,774
15 New York Commercial Bank*1601 Veterans Highway, Suite 100, Islandia 11749 • Two branches(631) 348-0888 • newyorkcommercialbank.com
3.0billion
19.9million
1.4million
7.5million
39.3million
1990252
16 Hudson Valley Bank1055 Summer St., Suite 1, Stamford, CT 06905 • 18 branches(203) 989-0970 • hudsonvalleybank.com
2.8billion
12.1million
879thousand
8.8million
62.1million
1972447
17 Sterling National Bank650 Fifth Ave., New York City 10019 • One branch(212) 757-3300 • sterlingbancorp.com
2.5billion
9.0million
762thousand
9.4million
6.0million
1929535
18 Customers Bank99 Bridge St., Phoenixville, PA 19460 • One branch(610) 933-2000 • customersbank.com
1.7billion
-1.5million
-201thousand
-2.7million
70.7million
1997151
19 Mahopac National Bank1441 Route 22, Brewster 10509 • Seven branches(888) GoBank8 • welcomebanking.com
861.8million
2.4million
555thousand
4.7million
17.4million
1927125
20 Patriot National Bank900 Bedford St., Stamford, CT 06901 • Two branches(800) 762-7620 • pnbdirectonline.com
647.9million
-15.9million
-4.5million
-49.3million
28.5million
1994133
21 Country Bank200 E. 42 St., New York City 10017 • One branch(212) 818-9090 • countrybankonline.com
455.7million
1.8million
799thousand
10.3million
10.6million
198856
22 Greater Hudson Bank N.A.643 Route 211 East, Middletown 10941 • One branch(877) 692-1170 • greaterhudsonbank.com
300.2million
1.0million
735thousand
6.2million
636thousand
200239
23 The Westchester Bank2001 Central Park Ave., Yonkers 10710 • Two branches337-1900 • thewestchesterbank.com
240.1million
660thousand
66million
5.1million
482thousand
200827
24 Putnam County National Bank of Carmel43 Gleneida Ave., Carmel 10512 • One branch(845) 225-3688 • pcnb.biz
166.7million
357thousand
422thousand
1.7million
5.9million
186538
Ranked by total assets.
Source: Information obtained from BauerFinancial Inc., Coral Gables, Fla. 33114; (800) 388-6686; bauerfinancial.com; data as of June 2011. Compiled from data as reported to federal regulators. Although the financial data obtained from these sources is consistently reliable, its accuracy and comprehensiveness cannot be guaranteed by BauerFinancial Inc. Information for number of branches is current as of June 2010 and was obtained from the Federal Deposit Insurance Corp. website fdic.gov or from institution websites. * Atlantic Bank of New York is the institution's division in Westchester County.
FINANCIAL PLANNERS WESTCHETSER COUNTYNEXT LIST: APRIL 11MAJOR EMPLOYERS
Rank
Name, address, phone numberArea code: 914 (unless otherwise noted)Website
Top local executiveContact (bold)Email address
Year firm established
Number of planners in county
Number of employees in county
Payment options Planning services offered
fee
base
d
com
mis
sion
bas
ed
fee
and
com
mis
sion
bas
ed
retir
emen
t
colle
ge
e sta
te
corp
orat
e/sm
all-b
usin
ess
bene
fits
inve
stm
ent
tax
risk
man
agem
ent
1Ameriprise Financial689 Mamaroneck Ave., Mamaroneck 10543777-PLAN (7526) • ameriprise.com
Thomas NicolosiSteven J. Troccoli
WND1894
More than 100
(More than 25Fairfield County, Conn.;
50 Hudson Valley)
200(More than 50
Fairfield County, Conn.; More than 100 Hudson Valley)
a a a a a a a a
2Strategies for Wealth800 Westchester Ave., Suite N409, Rye Brook 10573288-8800 • strategiesforwealth.com
Josh BeckerNancy Allan
100 150 a a a a a a
3Clarfeld Financial Advisors Inc. 560 White Plains Road, Tarrytown 10591846-0100 • clarfeld.com
Robert A. ClarfeldRobert A. Clarfeld
40 80 a a a a a a a
4Fusion Advisor Network*555 Taxter Road, Elmsford 10523909-1500 • fusionfinancialnetwork.com
Stuart Silverman CEO
25(One Fairfield County, Conn.;
four Hudson Valley)NA a a a a a a a a
5Hudson Heritage Capital Management Inc.20 Baltic Place, Croton-on-Hudson 10520271-8102 • hhcminc.com
Dominick ScianandreJoyce Fisher
14 16 a a a a a a a
6New England Financial120 White Plains Road, Suite 135, Tarrytown 10591570-2532 • newneglandwealthstrategies.com
Peter V. Ramundo Jr.District manager
Peter V. Ramundo [email protected]
1926
10(Nine Hudson Valley)
30 a a a a a a a
7Adviso GroupWestchester Financial Center, 50 Main St., Suite 1000 White Plains 10606682-2073
Lauren M. Miralia President, CEO
Lauren M. [email protected]
1991
9 16 a a a a a
8LEXCO Wealth Management Inc.120 White Plains Road, Suite 112, Tarrytown 10591468-8900 • lexcowealth.com
Christopher P. JordanChristopher P. Jordan
8(Two Fairfield County, Conn.;
three Hudson Valley)
12(Five Fairfield County,
Conn.; three Hudson Valley)
a a a a a a a a
9The Charles J. Newman Company L.L.C.37 Saw Mill River Road, Hawthorne 10532345-1000 • charlesnewman.com
Charles J. Newman CLUCharles J. Newman
5 7 a a a
Palisades Hudson Financial Group2 Overhill Road, Suite 100, Scarsdale 10583723-5000 • palisadeshudson.com
Larry M. Elkin CFP, CPAPresident
Melissa [email protected]
1992
5 14 a a a a a a a a
10Northwestern Mutual Financial Network The Rye Brook Financial Group5 International Drive, Suite 100, Rye Brook 10573275-4500 • flowersgroup.nmfn.com
Richard Flowers CLU, ChFCRichard Flowers
4 30 a a a a a a a
11ITI Strategies Inc.994 Main St., Peekskill 10566734-2800 • itistrategies.com
Lawrence J. DeNoia CPA, CFPLori Jones
3 6 a a a a a
MDIC Investment Co.116 Kraft Ave., Suite 8, Bronxville 10708793-4095 • mdicinc.com
Daniel S. MacDonald CFP Diane DeVito
3 5 a a a a a a
Ranked by the number of planners (two or more) in the county.Listed alphabetically in event of tie.
LISTED ALPHABETICALLY. HOME HEALTH CARE SERVICES WESTCHESTER COUNTY AND REGIONNEXT LIST: SEPT. 26SHOPPING CENTERS
Listed alphabetically.
Blue
Cro
ssm
anag
ed c
are
Med
icai
dM
edic
are
priv
ate
insu
ranc
ew
orke
rs' c
ompe
nsat
ion
other
flu, p
neum
onia
pre
vent
ion
hom
emak
er, c
ompa
nion
hosp
ice
at h
ome
med
ical
equ
ipm
ent
nutr
ition
cou
nsel
ing
occu
patio
nal t
hera
pyph
ysic
al th
erap
yre
spite
car
esk
illed
nur
sing
spee
ch th
erap
ysu
ppor
t for
car
egiv
ers
trai
ned
hom
e he
alth
aid
es
other
A & T Healthcare L.L.C.344 E. Main St., Suite 102, Mount Kisco 10549244-0544 • at-healthcare.com
Toni Babington1984
a a a a a a a a a a a a a a a a aPediatrics through geriatrics, ventilator, IV therapy, hospital sitting and private duty
All Metro Health Care4 W. Prospect Ave., Mount Vernon 10550667-0300 • all-metro.com
Valerian [email protected]
1955a a a a a a a a a a
Azor Licensed Home Care Services Agency^ 8 E. Prospect Ave., Suite B, Mount Vernon 10550665-8701 • azorhomecare.com
Rita C. [email protected]
1999a Private pay a a a a a a
Wellness counseling, participant with nursing home transition and diversion waiver program
Barksdale Home Care Services 327 Fifth Ave., Pelham 10803738-5600 • barksdaleathome.com
Rosa K. [email protected]
1982a a Private pay a a a a a a a Bathing services, social work
Bethel Homes Long-Term 17 Narragansett Ave., Ossining 10562941-1300 • bethelwell.org
Patricia [email protected]
1986a a a Aetna, private pay a a a a a a a a a a
Cabrini Care at Home*220 E. 19 St., New York City 10003(212) 995-7080 • cabrini-eldercare.org
Pamela YacoVice president, home care services
2003a Private pay a a a
Cabrini of Westchester115 Broadway, Dobbs Ferry10522693-6800, ext. 550 • cabrini-eldercare.org
Denise [email protected]
1973a a a a a a a a a
Calvary Hospital*1740 Eastchester Road, Bronx 10461(718) 518-2300 • calvaryhospital.org
Nancy D'Agostino1899
a a a a a a a a a a a a Medical social workers, pain management
Cancer Support Team875 Mamaroneck Ave., Suite 204, Mamaroneck 10543777-2777 • cancersupportteam.org
Judith Dobrof [email protected]
1978
Services are free and provided without regardto insurance coverage
a a a aSocial work counseling, case management, transportation and financial assistance
Care Alternatives of Mid Hudson II Corp.*15 Railroad Ave., Kingston 12401(845) 338-4600
Ellen [email protected]
2003a a a Long-term care insurance a a a a
Sets up medical equipment and handicaped accessibility
Concept: CARE Inc.50 Main St., Suite 976, White Plains 10606682-7990 • conceptcareny.com
Carol [email protected]
1995a a a
Third-party insurance,long-term care insurance
a a a a a a
Hospice services provided through subcontracts with all licensed hospices in Westchester County, community advocacy and care management
Dominican Sisters Family Health Service299 N. Highland Ave., Ossining 10562941-1654 • dsfhs.org
Mary J. Zagajeski MS, RNPresident and CEO
a a a a a a a a a a
Care transitions, wound care; pain and diabetes management; cardiac care; maternal, infantand child care; pastoral care, psychiatric nursing, social work
The Esplanade Senior Residence95 S. Broadway, White Plains 10601761-8100 • esplanadesenior.com
Doron KatheinDirector of sales and marketing
a a a a a a a a a a
Family Home Health Care Inc.65 S. Broadway, Tarrytown 10591631-7200 • dsfhs.org
Mary J. Zagajeski MS, [email protected]
1995a
Long-term health care insurance
a a a a a a a Private duty, live-in, geriatric case management
Family Service Society of Yonkers30 S. Broadway, Yonkers 10701963-5118 • fssy.org
Seth BermanExecutive director
1883 a a a a a a a
Family Services of Westchester9 W. Prospect Ave., Suite 309, Mount Vernon 10550668-9124 • fsw.org
Susan B. [email protected]
1954a a a a a a Mental health and social services
Home Health Services of Westchester Jewish Community Services Inc.845 N. Broadway, White Plains 10603761-0600 • wjcs.com
Sheila [email protected]
1947a
Assistance with all insurances
a a a aTraumatic brain injury and nursing home transition and diversion programs
Home Instead Senior Care77 Tarrytown Road, White Plains 10607997-0400 • homeinstead.com/557
Brian [email protected]
2004
Long-term care insurance
a a a a Driving for appointments and errands
Hospice & Palliative Care of Westchester311 North St., Suite 204, White Plains 10605682-1484 • hospiceofwestchester.com
Mary [email protected]
1992Private insurance a
Hospice Care in Westchester and Putnam540 White Plains Road, Suite 300, Tarrytown 10591666-4228 • vnahv.org
Michele A. Quirolo [email protected]
1992a a a a a a a a a a a a a a a a Healing arts
Name, address, telephone numberArea code: 914 (unless otherwise noted)Website
Top local executive(s)Email address
Year company established
Type(s) of insurance accepted Services provided
