TOP 30 Accessible financial services in New York, New York

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Women In Development is a finance institution located at 555 8th Avenue, New York, New York, United States. Our mission is to empower women through financial education, resources, and support. We offer a range of services including financial planning, investment advice, and access to funding opportunities. Our team of experts is dedicated to helping women achieve their financial goals and build a secure future for themselves and their families. Join us in our mission to promote gender equality and economic empowerment for women everywhere.

Merrill Lynch Financial Advisor Susan M Condit is a dedicated financial institution located at 360 Hamilton Avenue in White Plains, New York, United States. Susan Condit follows a disciplined process to understand each client's needs, concerns, and priorities, holding the title of Senior Financial Advisor. She is passionate about delivering excellent service and is actively involved in volunteering in the community. The institution offers personalized financial planning through Merrill Personal Wealth Analysis™, focusing on the client's goals and priorities. With a focus on family, goals, and priorities that may change over time, Susan Condit works closely with clients to develop personalized financial strategies. By utilizing the Investment Personality Assessment, clients can gain a deeper understanding of their investing preferences and work towards achieving their financial goals. The institution offers ongoing support to help clients stay on track and adjust their financial approach as needed. With a commitment to understanding each client personally, Susan Condit strives to help clients achieve their financial goals through a customized investment approach. Merrill Lynch Wealth Management Advisors provide comprehensive financial solutions tailored to address each client's needs and goals. The institution puts clients first, offering one-on-one relationships with dedicated advisors to guide them through their financial journey. With a focus on personalized investment strategies and access to financial solutions from Bank of America, clients can benefit from a collaborative approach to financial planning. Susan Condit is registered to do business in several states and offers insights, tips, and strategies to help clients live their best financial life. It is important to note that investing involves risk and clients should consult with legal and tax advisors before making financial decisions. Merrill Lynch offers a range of services, including brokerage, investment advisory, and financial planning, with important differences between each service. Clients can speak with their Merrill financial advisor to learn more about these services and determine the best approach for their financial needs.

Protective Wealth Consultants - Ameriprise Financial Services, LLC, located at 7 East Carver Street in Huntington, New York, is a finance institution dedicated to helping clients achieve their financial goals. Whether you are planning for retirement, education, or a major purchase, their team provides personalized investment recommendations based on your individual goals and risk tolerance. They document your goals, regularly review your progress, and adjust your approach as needed to help you track your financial journey. You can access your investments and accounts from any device securely, and schedule a complimentary initial consultation to learn more about how they can assist you. Their financial advisors are registered in certain U.S. states and adhere to strict regulations to ensure your financial security. They offer a range of services, from financial planning concepts to investment strategies, and aim to help you achieve positive financial results.

Merrill Lynch Financial Advisor John Callea is a finance institution located at 50 New York 111, Village of the Branch, New York, United States. Managing your wealth begins with a deep understanding of your financial picture. With a focus on what matters most to you, John Callea can help create a flexible strategy tailored to today's market conditions. Access investment insights from Merrill and banking solutions from Bank of America for a comprehensive approach to wealth management. John Callea believes in giving back to the community and volunteers with local organizations. With Merrill Personal Wealth Analysis™, a personalized plan can be built to achieve your goals. Your financial advisor will prioritize your family, goals, and priorities, adapting to changes over time. By engaging in conversations and understanding your aspirations, John Callea can help you make informed decisions about your financial future.

Merrill Lynch Financial Advisor Michael Thomas Karwoski is a finance institution located at 50 New York 111, Village of the Branch, New York, United States. As a part of the Merrill Lynch Wealth Management team, Michael follows the deep-seated Merrill tradition of community involvement and volunteering. With Merrill Personal Wealth Analysis™, Michael can help create a personalized financial plan tailored to your goals and priorities. He believes in building strong relationships with clients by starting with a conversation to understand their aspirations and financial needs. By utilizing the Investment Personality Assessment, Michael can gain a deeper understanding of your investing preferences to customize a financial approach that aligns with your goals. With access to the investment insights of Merrill and banking solutions from Bank of America, Michael works to develop a comprehensive approach to address your financial needs. His mission is to understand you and what matters most to you, designing and implementing a personalized plan to help you achieve your financial goals while managing investment risk. By staying connected and revisiting your financial approach, Michael aims to help you stay on track to reach your goals. Through ongoing communication and updates, Michael ensures that your financial approach reflects any changes in your life and goals. Get personalized investment strategies and comprehensive financial solutions by working with Michael Karwoski, a dedicated Merrill Lynch Wealth Management Advisor.

Merrill Lynch Financial Advisor Elliot R Skriloff is a Senior Vice President and Portfolio Manager located at 360 Hamilton Avenue in White Plains, New York. With over 27 years of experience in the financial services industry, Elliot specializes in providing personalized financial advice, investment management strategies, retirement planning, wealth transfer, estate planning services, education planning, and financial risk management. His client base includes affluent individuals, families, corporate executives, business owners, non-profit organizations, and households with special needs family members. Elliot follows a defined process with each client, focusing on understanding their specific situations to establish objectives, develop appropriate strategies, recommend solutions, and track progress towards reaching their goals. He holds the Accredited Asset Management Specialist (AAMS) and Chartered Retirement Planning Counselor (CRPC) designations, utilizing his advanced skill set to provide specialized investment services to sophisticated investors.

Merrill Lynch Financial Advisor Jaime Goodman, located at 360 Hamilton Avenue, White Plains, New York, United States, offers access to a wide range of investment solutions from Merrill and banking products from Bank of America. Their mission is to understand each client's individual needs and goals in order to create a personalized financial plan that helps manage investment risk and pursue financial goals. By utilizing the Investment Personality Assessment, they tailor their approach to each client's unique preferences and aspirations. With a focus on providing timely insights on market trends and global economy, Merrill Lynch Financial Advisor Jaime Goodman aims to help clients make informed decisions as they work towards achieving their financial goals.

Merrill Lynch Financial Advisor James M Gaughran is a finance institution located at 50 New York 111, Smithtown, New York, United States. Managing your wealth starts with a comprehensive understanding of your financial situation. James Gaughran can assist in creating a flexible strategy tailored to your unique goals and needs, providing access to investment insights from Merrill and banking solutions from Bank of America. With a focus on personalized wealth management strategies, James Gaughran and his team are dedicated to building strong client relationships based on trust and personalized service. As a Registered Senior Wealth Management Client Associate, James Gaughran believes in helping clients pursue their financial goals through thoughtful conversations and customized financial approaches. By utilizing the Merrill Personal Wealth Analysis™ and Investment Personality Assessment tools, James Gaughran can help clients refine their investing preferences and create a plan centered on their aspirations. Through ongoing communication and adjustments to the financial approach, James Gaughran aims to help clients stay on track towards achieving their goals. Whether planning for retirement, saving for a major purchase, or passing wealth to future generations, James Gaughran is committed to helping clients navigate the complexities of the financial markets and make informed decisions. With a focus on understanding each client's unique needs and priorities, James Gaughran offers personalized investment strategies and comprehensive financial solutions to help clients live their best financial life.

Donald Seifert is a financial consultant at Ameriprise Financial Services, LLC located at 568 North Main Street in Brewster, New York, United States. With a focus on individual goals and risk tolerance, Donald provides investment, asset allocation, and portfolio recommendations tailored to each client. Regular meetings are scheduled to review progress, update strategies, and track goals. Clients can access their investments and accounts securely from any device. Donald Seifert is registered to conduct securities business in select states and offers complimentary initial consultations to discuss financial planning concepts. Ameriprise Financial Services, LLC, Member FINRA and SIPC, cannot guarantee future financial results. Visit the website for important disclosures and information on privacy and security. Referrals are welcomed, and friends or family members can expect to hear from Donald Seifert soon to discuss their financial goals.

Merrill Lynch Financial Advisor Michael J Gorman, located at 360 Hamilton Avenue, White Plains, New York, United States, offers access to a wide range of investment solutions from Merrill and banking products from Bank of America. This institution provides timely insights on market trends and the global economy to help clients stay on track with their financial goals. By understanding each client's unique financial picture, personalized wealth management strategies are created to help pursue their goals. The institution focuses on building relationships through conversations to identify and prioritize goals that matter most. With tools to track changes in clients' lives and goals, the institution aims to help clients make informed investment decisions that align with their aspirations. By offering access to the investment insights of Merrill and banking solutions from Bank of America, clients can develop a financial approach designed to address their needs. The mission of Merrill Lynch Financial Advisor Michael J Gorman is to understand each client and what matters most to them, providing personalized plans to help achieve financial goals and manage investment risk. With a focus on bringing fresh perspectives to clients' financial lives, the institution goes beyond the traditional role of an advisor to help clients make informed decisions as they pursue their goals.

Merrill Lynch Financial Advisor Christopher R Fleming, located at 360 Hamilton Avenue, White Plains, New York, United States, is dedicated to managing your wealth through a personalized approach tailored to your goals and priorities. With access to the investment insights of Merrill and the banking solutions of Bank of America, Christopher Fleming can help you navigate the ever-changing market conditions and create a strategy that aligns with your financial aspirations. As a Certified Financial Planner, Christopher Fleming is registered to do business in multiple states and is committed to understanding your unique financial situation and what matters most to you and your family. By conducting a Merrill Personal Wealth Analysis™, he can build a personalized plan centered on your goals and focused on helping you achieve what matters most to you.

Merrill Lynch Financial Advisor Robert J Tarpey is a finance institution located at 360 Hamilton Avenue, White Plains, New York, United States. The institution focuses on building personalized relationships with clients to help them identify and prioritize their financial goals. By listening and understanding each client's unique needs, the advisors at Merrill Lynch aim to create customized financial approaches that align with their aspirations. Drawing upon behavioral finance research, Merrill Lynch offers an Investment Personality Assessment to gain a deeper understanding of how clients think and feel about investing. This assessment helps in developing tailored financial strategies that can help clients pursue their goals effectively. The institution believes in regularly updating and revisiting financial approaches to reflect changes in clients' lives and the market.

Darrel Upson - Private Wealth Advisor at Ameriprise Financial Services, LLC is located at 427 Bedford Road, Pleasantville, New York, United States. As a recipient of the Ameriprise Client Experience Award, we prioritize what is most important to you, whether it be retirement planning, education savings, or major purchases. We provide personalized investment and portfolio recommendations based on your goals and risk tolerance. Our team at Hudson Peak Wealth Advisors is dedicated to helping you track your progress towards your financial goals and adjusting your plan as life changes. With secure online access to your accounts, you can easily monitor your investments and progress. Schedule a complimentary initial consultation to learn more about how we can help you achieve financial success. Securities offered through Ameriprise Financial Services, LLC, Member FINRA and SIPC. Darrel Upson is registered to conduct securities business in certain states. Let's meet to discuss your financial goals and create a plan for a more confident financial future.

Danielle Guilderson - Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 427 Bedford Road, Pleasantville, New York, is dedicated to helping clients achieve their financial goals. With a focus on individual goals and risk tolerance, Danielle provides investment recommendations and portfolio strategies tailored to each client's needs. Regular meetings are held to review progress, adjust strategies as life changes, and track progress towards goals. Clients have secure access to their investments and accounts from any device. For those interested in learning more, a complimentary initial consultation can be scheduled to discuss financial planning concepts. Please note that written analysis and recommendations are not provided during this consultation. Ameriprise Financial Services, LLC cannot guarantee future financial results.

Merrill Lynch Financial Advisor Mary E Tompkins is a finance institution located at 360 Hamilton Avenue, White Plains, New York, United States. The team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service. They offer services such as wealth management, personalized financial planning, and investment strategies tailored to your specific goals and priorities. The advisors at Merrill Lynch aim to understand your individual needs and aspirations in order to create a personalized plan to help you achieve financial success. With access to the resources of Merrill and Bank of America, they can provide comprehensive financial solutions to help you reach your goals. Whether you are planning for retirement, saving for a home, or funding your child's education, Merrill Lynch Financial Advisor Mary E Tompkins is committed to helping you navigate the complexities of your financial life and achieve your goals. Contact them today to start your personalized financial journey.

Port Chester Services Station is a one-stop destination for all your automotive needs located at 425 Boston Post Road in Port Chester, New York. This institution offers a range of services including ATM access, car repairs, financial services, and a gas station. Whether you need to fill up your tank, get your vehicle serviced, or handle your banking needs, Port Chester Services Station has you covered. With a convenient location and a team of experienced professionals, you can trust that your vehicle is in good hands at this trusted establishment.

Tee's Putnam Services Station is a one-stop shop located at 602 North Main Street in Port Chester, New York. This institution offers a range of services including ATM access, car repair, finance assistance, and a gas station for all your vehicle needs. With a convenient location and friendly staff, Tee's Putnam Services Station is the perfect place to stop by for all your automotive and financial needs.

CUNY, The City University of New York, is a renowned public university located at 205 East 42nd Street in New York City, New York, United States. As one of the largest urban universities in the world, CUNY offers a diverse range of academic programs and opportunities for students to pursue their educational goals. With a strong commitment to accessibility and affordability, CUNY provides a high-quality education to students from all walks of life. The institution is known for its world-class faculty, innovative research, and vibrant campus community. Whether you are interested in the arts, sciences, business, or any other field, CUNY has something to offer you. Join us at CUNY and embark on a journey of learning and discovery in the heart of the Big Apple.

Purchase College, State University of New York, located at 735 Anderson Hill Road in New York, is a prestigious university known for its top ranking in the U.S. News & World Report list of Top Ten Public Liberal Arts Colleges. The institution boasts a diverse and accomplished alumni network, with graduates excelling in fields such as law, economics, and the arts. The campus offers a dynamic curriculum that blurs the boundaries between visual and performing arts, liberal arts, and sciences, encouraging collaboration and intellectual curiosity. Students are encouraged to challenge the status quo, ask big questions, and create original work that makes a lasting impact. With a rich campus culture and accessible faculty, Purchase College is a place where students can truly be themselves and thrive as artists, scholars, writers, scientists, philosophers, and change-makers.

Metropolitan College of New York - Bronx is a renowned university located at 463 East 149th Street, New York, United States. Founded in 1964 by Audrey Cohen, the institution has produced over 12,000 alumni who have earned degrees from MCNY. The unique Purpose-Centered Education model helps students in New York City identify and live out their purpose. With campuses in the Financial District of Manhattan and the Triangle Hub Plaza in the Bronx, MCNY offers a range of academic programs in areas such as human services, healthcare, business, and public administration. Students can connect with the institution during upcoming events, set up one-on-one appointments with admission counselors, access academic resources, and stay connected with the college as alumni. The college offers programs such as Master of Science in Education, Bachelor of Business Administration in Healthcare Systems Management, and more.

Latino U College Access is a non-profit organization located at 75 Virginia Road in White Plains, New York. Our mission is to empower Latino students to achieve their higher education goals through mentorship, academic support, and college readiness programs. We provide personalized guidance and resources to help students navigate the college application process, secure financial aid, and succeed in their academic endeavors. With a focus on equity and access, Latino U College Access is committed to helping Latino students reach their full potential and fulfill their dreams of higher education.

The City College of New York is a prestigious university located in the heart of New York City. Situated at 160 Convent Avenue, this institution offers a diverse range of academic programs and opportunities for students to excel in their chosen fields. With a rich history dating back to 1847, City College is known for its strong emphasis on research, innovation, and community engagement. The campus is a vibrant and bustling hub of activity, with state-of-the-art facilities and a supportive learning environment. Students at City College have access to world-class faculty, cutting-edge resources, and a dynamic student body that represents a wide array of backgrounds and perspectives. Whether pursuing a degree in the arts, sciences, engineering, or humanities, students at The City College of New York are well-equipped to succeed in their academic and professional endeavors.

Holly's Notary Service is a trusted finance institution located at 443 Waterbury Hill Road in Lagrangeville, New York. With a team of experienced professionals, we offer reliable notary services for a variety of financial transactions. Whether you need documents notarized for real estate transactions, legal agreements, or other important matters, Holly's Notary Service is here to assist you. Our convenient location and flexible hours make it easy for clients to access our services. Trust Holly's Notary Service for all your notary needs in Lagrangeville and beyond.

The United States Postal Service is a government-run institution located at 1656 County Route 7A in Copake, New York. It serves as a post office and financial center, providing a wide range of mailing and shipping services to residents and businesses in the area. Customers can purchase stamps, send packages, and access other postal services at this convenient location. The USPS plays a crucial role in ensuring the efficient delivery of mail and packages throughout the United States.

Aetna Better Health of New York is a leading health insurance agency located at 55 West 125th Street in New York, New York, United States. We provide comprehensive health coverage and services to individuals and families in the New York area. Our mission is to improve the health and well-being of our members by offering high-quality, affordable insurance plans and access to a network of healthcare providers. With a focus on preventive care and wellness, we strive to empower our members to lead healthier lives. Contact us today to learn more about our insurance options and how we can support your healthcare needs.

All Access Financial is a renowned finance institution located at 576 Broadhollow Road in Melville, New York. Our team of experts is dedicated to providing a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, loans, or financial planning, we are here to offer personalized solutions tailored to your specific needs. With a commitment to excellence and customer satisfaction, All Access Financial is your trusted partner for all your financial needs.

Access Capital, Inc. is a finance institution located at 400 Park Avenue in New York, United States. Specializing in providing working capital to fuel internal growth, they offer revolving lines of credit for staffing companies, media businesses, service companies, and other industries. Additionally, they provide acquisition financing through term loans to support exponential growth. With over 30 years of experience, Access Capital builds personal relationships with each client, offering mentorship and guidance throughout the financing process. Clients have praised the institution for their flexibility and partnership approach, as well as the opportunities for growth that come with working with Access Capital. Overall, Access Capital is dedicated to helping companies succeed and achieve their financial goals.

Emblem Health Ins is a trusted health insurance agency located at 640 Hawkins Avenue in Ronkonkoma, New York. We are committed to providing comprehensive health insurance coverage to individuals and families, ensuring access to quality healthcare services. With a focus on affordability and reliability, Emblem Health Ins offers a range of insurance plans tailored to meet the diverse needs of our clients. Our dedicated team of professionals is here to help you navigate the complexities of the healthcare system and find the right insurance solution for you. Trust Emblem Health Ins to protect your health and well-being.

Fora Financial is a leading small business funding institution located at 1385 Broadway in New York City, United States. Specializing in providing financial solutions for small businesses, Fora Financial offers a range of funding options including merchant cash advances, business loans, and equipment financing. With a focus on fast and flexible funding, Fora Financial helps small businesses access the capital they need to grow and succeed. Their experienced team works closely with each client to tailor a funding solution that meets their specific needs and goals. Whether you are looking to expand your business, purchase new equipment, or cover unexpected expenses, Fora Financial is committed to helping you achieve your financial objectives.

Loretta De Simone - New York Life Agent is an insurance agency located at 777 Westchester Avenue, White Plains, New York, United States. They offer permanent policies with guaranteed death benefits and cash value that grows over time, as well as long-term coverage that is customizable to your needs and budget. Their services include investments in the market, assistance with everyday tasks, income replacement due to sickness or injury, and guidance on creating an estate plan. The institution has a diverse workforce and a commitment to giving back to communities through charitable initiatives. With over 12,000 agents nationwide, they provide tailored solutions to help you protect your family and secure your financial future. You can access resources and tools to help you plan for the future, and their financial strength ratings from major agencies reflect their commitment to policyholders.