TOP 30 Accessible financial services in New York, New York

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Merrill Lynch Financial Advisor John C Petersen, located at 449 New York 146, New York, United States, is committed to working one-on-one with clients to develop personalized financial strategies tailored to help them achieve their long-term goals. The institution's mission is centered around understanding each client's unique priorities and financial situation, and creating comprehensive strategies to turn their goals into reality. With a focus on building strong client relationships based on trust and personalized service, the team at Merrill Lynch offers a range of potential solutions, premier customer service, and financial tools to help clients grow, preserve, and distribute their wealth. Advisors like Carrie, who holds the CERTIFIED FINANCIAL PLANNER certification, bring over 15 years of experience in providing financial and wealth management advice. Through the Merrill Personal Wealth Analysis™ and ongoing reviews of financial goals and progress, clients can stay on track to achieve what's most important to them. By getting to know clients personally and understanding their goals, Merrill Lynch Wealth Management Advisors can build customized investment approaches to address their needs and pursue their goals. With access to the global resources of Merrill and the credit, lending, and banking convenience of Bank of America, clients can benefit from a proactive approach to communication, personalized service, and ongoing financial education. Whether it's transferring wealth to the next generation, pursuing passions, or staying informed, Merrill Lynch Financial Advisor John C Petersen is dedicated to helping clients achieve their financial goals.

Merrill Lynch Financial Advisor Carrie Benson is a premier finance institution located at 449 New York 146, New York, United States. Our dedicated team works one-on-one with clients to develop personalized financial strategies tailored to help achieve long-term goals. We take the time to understand each client's unique priorities and financial situation, designing customized strategies to help manage investment risk and pursue personal financial objectives. Life is constantly evolving, and so are your financial needs. Our team is here to provide comprehensive strategies that align with your changing priorities, whether it's transferring wealth to the next generation, pursuing your passions, or staying informed about financial decisions. Through our Investment Personality Assessment and personalized approach, we aim to help clients pursue what matters most to them.

Merrill Lynch Financial Advisor Matthew J Gallant, located at 449 New York 146, New York, United States, offers personalized financial strategies tailored to your individual goals and needs. As Merrill advisors, they prioritize understanding your aspirations and priorities to help you make informed decisions about your financial future. By utilizing the Investment Personality Assessment, they can gain deeper insights into your investing preferences and customize a financial approach that aligns with what matters most to you. With access to the resources of Merrill and Bank of America, they can help you manage, grow, and preserve your wealth while staying focused on your long-term objectives. Their team of experienced professionals is dedicated to building strong client relationships based on trust and personalized service. Whether you are planning for retirement, saving for a major purchase, or passing your wealth to future generations, Merrill Lynch Financial Advisor Matthew J Gallant is committed to helping you achieve your financial goals.

financial guidance tailored to your unique goals and priorities. With access to the global resources of Merrill Lynch, you can trust that your advisor, Michael J. O'Toole III, is committed to helping you achieve financial success. Whether you're planning for retirement, saving for a major purchase, or looking to pass on wealth to future generations, the O'Toole Group is here to provide expert advice and personalized strategies. Located in New York, United States, Merrill Lynch Financial Advisor Michael J. O'Toole III is a trusted partner for individuals and organizations seeking comprehensive financial planning and investment management services. Contact us today to start the conversation about how we can help you reach your financial goals.

Merrill Lynch Financial Advisor Daniel S Sullivan is a prestigious finance institution located at 26 Century Hill Drive, Latham, New York, United States. The institution is known for its exceptional client service and has been recognized by Forbes for its outstanding wealth management teams and next-generation wealth advisors. The team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service. They believe in understanding each client's goals and priorities to create a financial approach tailored to their needs. With access to the global resources of Merrill and banking solutions from Bank of America, the team helps clients manage, grow, and preserve their wealth. By utilizing tools like the Investment Personality Assessment and the Merrill Personal Wealth Analysis™, they can develop personalized plans centered on each client's goals. The advisors at Merrill Lynch are committed to helping clients achieve their financial goals and stay on track, no matter how their life and the markets may change. With a focus on understanding each client personally, Merrill Lynch Financial Advisor Daniel S Sullivan offers customized investment strategies and comprehensive financial solutions to help clients live their best financial lives.

Financial Aid at the university in Troy, New York, United States is dedicated to helping students achieve their academic goals by providing assistance with the costs of education. Our knowledgeable staff is available to guide students through the application process for scholarships, grants, and loans to make college more affordable. We are committed to ensuring that all students have access to the financial resources they need to succeed in their academic pursuits.

The United States Postal Service located at 6 East Hill Road in Austerlitz, New York, is a vital institution that provides mail and package delivery services to residents and businesses in the area. As a finance and post office institution, it offers a range of postal services, including mailing, shipping, and packaging solutions. Customers can also access various financial services such as money orders and postage stamps. The United States Postal Service plays a crucial role in connecting people and businesses by securely delivering mail and packages across the country.

The United States Postal Service located at 5 Maple Avenue in Philmont, New York is a vital institution that serves the community by providing postal services and financial services. As a post office, it offers a range of mailing and shipping options for individuals and businesses. Additionally, it provides access to various financial services such as money orders and postage stamps. The United States Postal Service plays a crucial role in connecting people and businesses across the country through reliable and efficient mail delivery services.

The United States Postal Service is a government agency located at 122 County Route 19 in Livingston, New York. As a vital part of the country's infrastructure, the USPS provides essential postal and financial services to individuals and businesses across the United States. From sending letters and packages to providing money orders and other financial services, the USPS plays a crucial role in connecting people and facilitating commerce. Customers can visit the Livingston post office to access a wide range of postal and financial services.

Advantage Financial Federal Credit Union is a trusted financial institution located at 113 Holland Avenue in Albany, New York. As a credit union, we offer a wide range of financial services including savings accounts, loans, and investment options to help our members achieve their financial goals. Our convenient location also features an on-site ATM for easy access to your funds anytime. Whether you're looking to save for the future or need assistance with a loan, Advantage Financial Federal Credit Union is here to help you every step of the way. Visit us today to experience the advantages of banking with us.

CAP COM Federal Credit Union & Financial Center is a trusted financial institution located at 4 Winners Circle in Albany, New York, United States. As a full-service credit union, we offer a wide range of financial services to meet the needs of our members. From checking and savings accounts to loans and investment options, we are dedicated to helping our members achieve their financial goals. Our convenient ATM services make accessing your funds easy and convenient. Visit us today to experience the personalized service and competitive rates that make us stand out in the financial industry.

First New York Federal Credit Union Headquarters is a leading financial institution located at 2 Wall Street in Albany, New York. As a trusted credit union, we offer a wide range of services including ATM access, banking, and finance solutions to meet the needs of our members. Our headquarters is dedicated to providing exceptional customer service and financial expertise to help individuals and businesses achieve their financial goals. Visit us today to experience the convenience and reliability of First New York Federal Credit Union.

First New York Federal Credit Union is a trusted financial institution located at 818 Central Avenue in Albany, New York. As a full-service credit union, we offer a range of banking and financial services, including ATMs for convenient access to your funds. Our interactive location finder makes it easy to locate your nearest branch or ITM. We are federally insured by the National Credit Union Administration and are proud to be an Equal Housing Lender. Visit us today to experience personalized service and competitive rates.

ATM (Menands Mobil Services Center) is a one-stop shop for all your financial, automotive, and convenience needs. Located at 116 Broadway in Menands, New York, this institution offers a wide range of services including ATM access, car repair, finance assistance, and a gas station. Whether you need to fill up your tank, get your car serviced, or take care of your banking needs, ATM (Menands Mobil Services Center) has you covered. With friendly staff and convenient hours of operation, this institution is the perfect place to take care of all your errands in one convenient location.

Plattsburgh State College Financial Aid is located at 101 Broad Street in Plattsburgh, New York. As a university institution, we are dedicated to providing financial assistance to students to help them achieve their academic goals. Our knowledgeable and friendly staff are here to help students navigate the often complex world of financial aid, offering guidance on scholarships, grants, loans, and work-study programs. We strive to make higher education accessible and affordable for all students at Plattsburgh State College.

Financial Education Resources is a leading institution located at 388 Evans Street in Williamsville, New York, United States. Specializing in finance, our institution offers a wide range of resources to help individuals improve their financial literacy and make informed decisions about their money. From informative videos to interactive calculators, we provide valuable tools to help you better understand and manage your finances. Additionally, we offer the opportunity to check the background of our investment professionals, ensuring transparency and trust in the services we provide. Visit our website today to access these valuable resources and take control of your financial future.

Jackson Hewitt Tax Service is a finance institution located at 63 Smithfield Boulevard in Plattsburgh, New York, United States. Although their tax advance loans have ended for this year, their Tax Pros are prepared to assist you in maximizing your refund. Their services are perfect for those with busy lives, as you can simply drop off your tax documents and a Tax Pro will take care of the rest, including a quick call to review your final return and convenient e-signing. A Refund Advance loan is a loan that is repaid with your tax refund, providing you with access to money before your refund arrives from the IRS. While Refund Advance is no longer available this year, they did offer Early Refund Advance at select locations from December 11, 2023, until January 14, 2023, and No Fee Refund Advance at most locations from January 2, 2024, until February 11, 2024.

The United States Postal Service located at 1097 U.S. 9 in Schroon Lake, New York, is a vital institution that provides essential postal services to the local community. As a post office, it offers a wide range of mailing and shipping options, as well as postal products and services. Additionally, it serves as a convenient location for individuals and businesses to access financial services, such as money orders and postage stamps. With its dedicated staff and commitment to customer satisfaction, the United States Postal Service in Schroon Lake plays a crucial role in connecting people and businesses through reliable mail delivery and financial services.

The United States Postal Service, located at 16783 New York 22, Putnam Station, New York, is a government-run institution that provides postal and financial services to residents in the United States. As a post office, it offers a wide range of mailing and shipping services, including stamp sales, package delivery, and P.O. box rentals. Additionally, customers can access various financial services such as money orders and international money transfers. The United States Postal Service is committed to providing reliable and efficient services to meet the needs of the community.

The United States Postal Service (USPS) is a government agency located at 5 Riverside Drive in Middle Granville, New York. As a post office and finance institution, USPS provides essential mail and package delivery services to residents and businesses in the local community. With a long history of reliable service, USPS is committed to connecting people and businesses across the United States through efficient and secure mail delivery. Customers can access a variety of postal and financial services at this location, making it a convenient hub for all their mailing and shipping needs.

The United States Postal Service located at 21 Main Street in Frewsburg, New York is a vital institution that provides essential postal and financial services to the community. As a post office, it offers a wide range of mailing and shipping options, including stamps, packaging supplies, and mail delivery services. Additionally, customers can access various financial services such as money orders, bill payments, and other banking services. The United States Postal Service plays a crucial role in connecting people and businesses across the country by securely delivering mail and providing convenient financial solutions.

The United States Postal Service located at 3584 State Route 55 in Kauneonga Lake, New York, is a vital institution that serves as both a financial center and a post office. As a branch of the USPS, this facility provides a wide range of postal services, including sending and receiving mail, purchasing stamps, and accessing other mailing supplies. Additionally, it offers financial services such as money orders, international money transfers, and bill payments. With its convenient location and variety of services, the United States Postal Service in Kauneonga Lake is a trusted resource for the local community.

The Legal Aid Society of Mid-New York, Inc. is a non-profit organization located at 105 Court Street in Binghamton, New York. Our mission is to provide free legal services to low-income individuals and families in need of legal assistance. Our team of dedicated attorneys and legal professionals work tirelessly to ensure that everyone has access to justice, regardless of their financial situation. Whether you are facing eviction, dealing with a family law issue, or need help with a criminal matter, we are here to help. Contact us today to learn more about our services and how we can assist you.

Jackson Hewitt Tax Service is a finance institution located at 721 West 3rd Street in Jamestown, New York, United States. While their tax advance loans have ended for the year, their Tax Pros are still ready to assist you in getting your biggest refund. Perfect for those with busy lives, you can drop off your tax documents and have a Tax Pro take care of the rest, including a quick call to review your final return and convenient e-signing. A Refund Advance loan is a loan that is repaid with your tax refund, allowing you to access money before your refund arrives from the IRS. While Refund Advance is no longer available this year, Early Refund Advance was offered at select locations from December 11, 2023, until January 14, 2023, and No Fee Refund Advance was available at most locations from January 2, 2024, until February 11, 2024.

Highmark Blue Cross Blue Shield of Western New York is a leading health insurance agency located at 257 West Genesee Street in Buffalo, New York. As part of the Blue Cross Blue Shield network, they offer a wide range of health insurance plans to individuals and families in the Western New York region. With a focus on providing quality healthcare coverage and excellent customer service, they strive to help their members access the care they need to stay healthy and well. Contact Highmark Blue Cross Blue Shield of Western New York today to learn more about their insurance options and how they can support your healthcare needs.

Merrill Lynch Financial Advisor Kyle Leikam, located at 55 Southwestern Drive in Jamestown, New York, is dedicated to helping clients manage their wealth through personalized strategies tailored to their individual goals and priorities. With access to the resources of Merrill and Bank of America, Kyle Leikam and his team offer comprehensive wealth management solutions designed to address the ever-changing market conditions and financial needs of their clients. By taking the time to understand each client's unique situation, they can develop a personalized plan to help them pursue their financial goals and navigate life's changes. From retirement planning to education funding, Kyle Leikam is committed to providing thoughtful guidance and support to help clients achieve their aspirations. With a focus on building strong client relationships based on trust and personalized service, Merrill Lynch Financial Advisor Kyle Leikam is dedicated to helping clients live their best financial lives.

Merrill Lynch Financial Advisor Taylor G Swanson, located at 55 Southwestern Drive in Jamestown, New York, is a trusted partner with over 17 years of experience in finance. As a partner with the Brown Group, Taylor focuses on retirement planning, portfolio design, and wealth management for high net worth families, businesses, and foundations in Chautauqua County, NY, and beyond. Taylor is a CERTIFIED FINANCIAL PLANNER™ professional who takes a personalized approach to help clients achieve their financial goals. By conducting comprehensive fact finding and regular reviews, Taylor ensures that each client's unique needs are met. With access to the resources of Merrill and Bank of America, Taylor can provide tailored solutions to help clients pursue their financial objectives. Whether you're planning for retirement, saving for a home, or passing wealth to future generations, Taylor is dedicated to helping you achieve your goals. Get personalized investment strategies and comprehensive financial solutions with Merrill Lynch Wealth Management Advisors.

Merrill Lynch Financial Advisor James Freeman at 2 Court Street, Binghamton, New York, United States, offers personalized financial strategies tailored to help clients pursue their long-term goals. The institution focuses on understanding each client's individual needs and aspirations, working one-on-one to develop a comprehensive plan to manage, grow, and preserve wealth. With access to the resources of Merrill and Bank of America, the team of experienced professionals at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service. The goal is to help clients achieve financial success by making informed investment decisions that align with their unique goals and priorities. Through ongoing communication and regular reviews, the team aims to keep clients on track to reach their objectives, adapting their approach as life and financial markets evolve. By getting to know clients personally and understanding what matters most to them, Merrill Lynch Financial Advisor James Freeman strives to provide tailored financial solutions that reflect each client's personality and help them achieve their financial goals.

Merrill Lynch Financial Advisor J Scott Freeman is a finance institution located at 2 Court Street, Binghamton, New York, United States. J. Scott Freeman, the Senior Vice President, Wealth Management Advisor, has over 30 years of experience providing financial and wealth management advice. He holds professional designations such as Certified Investment Management Analyst, CIMA®, Chartered Retirement Planning Counselor, CRPC, and Certified Plan Fiduciary Advisor, CPFA. Scott leads the Consulting Services practice for Freeman & Associates, focusing on money management and asset allocation, particularly for retirement plans for small and mid-sized businesses. The institution follows the Merrill tradition of community involvement and offers Merrill Personal Wealth Analysis™ to help clients build personalized financial plans. The team, supported by the global resources of Merrill, is dedicated to building strong client relationships based on trust and personalized service. The institution believes in a client-focused approach, starting with a conversation to understand and prioritize the goals of each individual. The team utilizes the Investment Personality Assessment to customize financial approaches based on the client's preferences and goals. The institution is committed to helping clients manage, grow, and preserve their wealth while addressing their financial needs. With access to investment insights from Merrill and banking solutions from Bank of America, the team works with clients to develop personalized plans to achieve their financial goals. The institution values ongoing communication with clients to review progress and make adjustments to the financial approach as needed. Clients can expect a dedicated one-on-one relationship with Merrill Lynch Wealth Management Advisors focused on helping them pursue their goals.

Merrill Lynch Financial Advisor Robert W Garbade is a finance institution located at 2 Court Street, Binghamton, New York, United States. With 12 years of experience in the financial services industry, Rob focuses on developing wealth management strategies based on clients' goals and objectives. He identifies professional investment managers suited to clients' needs. Prior to joining Merrill Lynch, Rob ran his family construction company in the Greater Binghamton area. He holds a B.S. from St. Bonaventure University and resides in Conklin, New York with his wife and children. Rob is dedicated to community service and volunteering. Merrill Personal Wealth Analysis™ is used to create personalized plans centered around clients' goals. Rob's team, supported by global resources, is committed to building strong client relationships based on trust and personalized service. As a Registered Senior Wealth Management Client Associate, Rob focuses on family, goals, and priorities to tailor financial approaches to clients' changing needs over time.