TOP 30 Adviser services in New York, New York

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Spano Advisory Services, Inc. is a finance institution located at 960 U.S. 6 in Mahopac, New York. With a team of experienced financial advisors, Spano Advisory Services offers personalized financial planning and investment management services to help clients reach their financial goals. Whether you are looking to save for retirement, grow your wealth, or plan for your children's education, Spano Advisory Services is dedicated to providing expert guidance and support every step of the way. Trust in Spano Advisory Services to help you navigate the complexities of the financial world and secure a prosperous future.

Northern Westchester Financial Services is a leading finance institution located at 2649 Strang Boulevard in Yorktown Heights, New York. With a strong focus on providing top-notch financial services to individuals and businesses in the Northern Westchester area, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, Northern Westchester Financial Services is here to provide personalized solutions tailored to your specific needs. Visit us today to see how we can help you secure a brighter financial future.

Tokarz Group Advisers LLC is a reputable finance institution located at 287 Bowman Avenue in Harrison, New York, United States. Our team of experienced advisers is dedicated to providing personalized financial solutions to help our clients achieve their goals. Whether you are looking to invest, plan for retirement, or manage your wealth, we are here to guide you every step of the way. Trust Tokarz Group Advisers LLC for expert financial advice and excellent customer service.

Dennis Tracy - Financial Advisor, Ameriprise Financial Services, LLC, located at 568 North Main Street, Brewster, New York, United States, offers personalized advice to help clients achieve their financial goals. With background and qualification information available on FINRA's BrokerCheck website, clients can trust in the expertise of Dennis Tracy. The institution provides insights on the current stock market trends and offers complimentary initial consultations to individuals seeking a more confident financial future. Investment products and services are available through Ameriprise Financial Services, LLC, a registered investment adviser, ensuring that clients receive expert guidance in managing their finances.

Christopher Copenhaver is a Financial Advisor at Ameriprise Financial Services, LLC located at 2900 Westchester Avenue in Harrison, New York, United States. He holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise in asset management, financial planning for retirees and small business owners, estate planning, investment management, and specialized areas such as divorce financial analysis and military financial advising. Christopher Copenhaver is dedicated to providing comprehensive and personalized financial advice to help clients achieve their financial goals.

Michael Mazzilli is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 399 Knollwood Road in White Plains, New York, United States. Michael holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, estate planning, retirement planning, and investment strategies. With a commitment to ethical practices and continued education, Michael provides personalized financial advice to individuals, retirees, small business owners, and high net worth clients. His comprehensive knowledge and dedication to helping clients make informed financial decisions set him apart as a trusted advisor in the finance industry.

Scott Peter LaDore is a financial advisor at Ameriprise Financial Services, LLC located at 800 Westchester Avenue in Rye Brook, New York. He has received the 2022 Five Star Wealth Manager award for providing excellent service to his clients. Scott offers complimentary initial consultations to help clients achieve a more confident financial future. He provides investment products and services through Ameriprise Financial Services, LLC, a registered investment adviser. Securities are offered by Ameriprise Financial Services, LLC, Member FINRA and SIPC. Scott can only conduct securities business with residents of states in which he is properly registered. Clients can expect personalized financial planning concepts and discussions on what is most important to them. Ameriprise Financial cannot guarantee future financial results, but Scott is dedicated to helping clients achieve their financial goals. Privacy and security are a top priority at Ameriprise Financial Services, LLC, as they strive to provide a secure and trustworthy environment for clients.

Ronald Rienas - Financial Advisor at Ameriprise Financial Services, LLC, located at 399 Knollwood Road, White Plains, New York, offers comprehensive financial planning services to help clients achieve their financial goals. With a background and qualification information available on FINRA's BrokerCheck website, clients can trust in the expertise and professionalism of Ronald Rienas. The institution provides a Client Relationship Summary Disclosure to ensure transparency and clarity in all financial transactions. Whether you are looking to understand the current market trends or planning for a more secure financial future, Ronald Rienas is here to guide you through the process.

Personal and Business Tax Preparation Services NYC is a reputable institution located at 64 West 52nd Street in New York City. Our team of experienced CPAs and accounting professionals are dedicated to serving the tax and accounting needs of individuals and businesses in New York City and beyond. We offer a wide range of services including tax return preparation, bookkeeping, advising, planning, tax preparation, sales tax filings, general accounting and bookkeeping, 1099 and W-2 filings, payroll management, incorporation and LLC formation, financial reviews, tax planning, estate planning, and individual consultations.

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.

New York University's College of Arts & Science, located at 32 Waverly Place in New York City, is a prestigious school offering a wide range of academic programs in the arts and sciences. With a strong emphasis on research, critical thinking, and interdisciplinary learning, this institution provides students with a well-rounded education that prepares them for success in their chosen fields. The College of Arts & Science at NYU is known for its world-class faculty, state-of-the-art facilities, and vibrant campus community. Whether you're interested in studying literature, history, psychology, biology, or any other discipline, you'll find a supportive and intellectually stimulating environment at this renowned institution.

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.

Purchase College's Student Services Building, Red Room is a vibrant and dynamic space located on 197 Lincoln Avenue in Port Chester, New York. This room serves as a hub for student services at the university, providing a welcoming and inclusive environment for students to seek support and resources. With its modern design and comfortable furnishings, the Red Room is the perfect place for students to connect with staff, attend workshops, and engage in various campus activities. Whether students need academic advising, counseling services, or just a place to study and relax, the Student Services Building's Red Room is the go-to destination for all their needs.

Rosary Hall at Dominican University in New York is a prestigious university located at 488-500 Western Highway South in Orangeburg, New York. This institution offers a wide range of academic programs and opportunities for students to excel in their chosen fields of study. With a strong emphasis on Dominican values and traditions, Rosary Hall provides a supportive and enriching environment for students to grow both academically and personally. The faculty and staff are dedicated to helping students reach their full potential and achieve their goals. Join us at Rosary Hall and become part of a vibrant and diverse academic community dedicated to excellence in education.

The Center for Advising and Academic Services at Iona University, located at 715 North Avenue in New Rochelle, New York, is dedicated to helping students reach their full potential through academic programs and opportunities. The center offers support for all majors, minors, and programs, and students are encouraged to schedule appointments with advisors each semester. Advisors are available both in person and via Zoom to assist with course scheduling and degree audits. The center is open Monday through Friday from 9 a.m. to 5 p.m. and can be reached by phone at (914) 633-2130 or email at advising@iona.edu. The University's bookstore, the Iona Campus Store, offers a variety of books, school supplies, and Iona gear at two locations in New Rochelle and Bronxville. Visit us soon to explore all that Iona University has to offer!

The New York Institute of Technology - Long Island Campus is a prestigious university located on Valentines Lane in Old Westbury, New York. As a leading educational institution, it offers a wide range of undergraduate and graduate programs in various fields of study. The campus provides state-of-the-art facilities, experienced faculty members, and a vibrant student community. Students at NYIT Long Island Campus have access to cutting-edge research opportunities, internships, and career development resources. With its prime location in the heart of Long Island, students can enjoy a diverse range of cultural and recreational activities while pursuing their academic goals. Join NYIT Long Island Campus and embark on a journey towards success and excellence.

York College is a prestigious university located in New York, United States. Situated at 94-20 Guy R Brewer Boulevard, the institution offers a wide range of academic programs and degrees to students from diverse backgrounds. With a strong focus on academic excellence and student success, York College provides a supportive and enriching learning environment for its students. The university is known for its dedicated faculty, state-of-the-art facilities, and vibrant campus life. Whether you are looking to pursue a degree in business, education, health sciences, or the arts, York College is committed to helping you achieve your academic and career goals.

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.

Westchester Community New Rochelle is a prestigious university located at 129 Barnard Road in New Rochelle, New York, United States. The institution offers a wide range of academic programs and degree options to help students achieve their educational and career goals. With a strong focus on community engagement and student success, Westchester Community New Rochelle provides a supportive and enriching learning environment for all students. Whether you are looking to further your education or start a new career, this university is dedicated to helping you reach your full potential.

The College of New Rochelle, John Cardinal O'Connor Campus is a prestigious university located at 332 East 149th Street in New York, United States. This institution offers a wide range of academic programs and courses, providing students with a high-quality education in a supportive and inclusive environment. The campus is named after the beloved John Cardinal O'Connor, a prominent figure in the local community. With state-of-the-art facilities and dedicated faculty members, students at The College of New Rochelle, John Cardinal O'Connor Campus receive a top-notch education that prepares them for success in their chosen fields.

The Student Life Services Center at Troy, New York is a vital resource for students attending the university. This center is dedicated to supporting students in all aspects of their college experience, providing a wide range of services and programs to enhance student life on campus. From counseling and mental health support to career services and student organizations, the Student Life Services Center is committed to helping students thrive academically, socially, and personally. With a team of dedicated professionals and a welcoming atmosphere, this center is a hub of support and resources for the university community.

The State University of New York (SUNY) is a renowned public university system located in Albany, New York. With a diverse range of campuses spread across the state, SUNY offers a wide array of academic programs and research opportunities to its students. Known for its commitment to excellence in education, SUNY provides a supportive and engaging learning environment for students to thrive in. Whether you are interested in the arts, sciences, business, or any other field, SUNY has something to offer for everyone. Come join us at 353 Broadway and become a part of our vibrant academic community.

New York Central University is a prestigious institution located at 17 Dove Street in Albany, New York, United States. Our university is known for its high academic standards, diverse student body, and cutting-edge research facilities. With a wide range of undergraduate and graduate programs, as well as flexible online learning options, New York Central University is dedicated to providing a top-tier education to students from all backgrounds. Our faculty members are experts in their fields and are committed to helping students succeed both in and out of the classroom. Come join our vibrant community at New York Central University and embark on a journey of academic excellence and personal growth.

Personal and Business Tax Preparation Services NYC, located at 296 Canal Street, New York, New York, United States, is a trusted accounting and finance institution dedicated to helping individuals and businesses with their tax and financial needs. Our experienced CPA and accounting team provide a wide range of services, including tax return preparation, bookkeeping, advising, planning, and more. For businesses, we offer services such as tax preparation, sales tax filings, general accounting and bookkeeping, 1099 and W-2 filings, and payroll management. Our team can also assist with setting up new businesses, managing incorporation or LLC formation processes, and providing financial advice to enhance long-term success.

New York University, located in the bustling city of New York, New York, is a prestigious and renowned university offering a wide range of academic programs and opportunities for students. With a diverse and vibrant student body, NYU is known for its innovative research, top-notch faculty, and dynamic campus life. From its historic Greenwich Village campus to its global academic centers around the world, NYU provides a truly unique and enriching educational experience for students from all walks of life. Whether studying arts, sciences, business, or any other field, students at NYU can expect a rigorous and rewarding academic experience that prepares them for success in their future careers.

T.I.S. INC. D/B/A Technical Insurance Services is an insurance agency located at 4499 New York 17B in Callicoon, New York. At T.I.S. INC., we specialize in providing technical insurance services to our clients, ensuring they have the coverage they need to protect their assets and investments. Our experienced team of professionals is dedicated to helping individuals and businesses find the right insurance solutions tailored to their specific needs. Whether you are looking for home, auto, business, or specialty insurance, T.I.S. INC. is here to help. Contact us today to learn more about how we can assist you with all of your insurance needs.

Chautauqua Lake Student Services is a school located at 100 North Erie Street in Mayville, New York. Our institution is dedicated to providing comprehensive student services to help every student reach their full potential. From academic support to counseling services, our team is committed to ensuring the success and well-being of all our students. Join us at Chautauqua Lake Student Services and let us help you achieve your goals.

Harpur College Academic Advising, located on East Drive in Vestal, New York, is a vital resource for undergraduate students within Harpur College. This institution offers general academic advising as well as specialized advising for Pre-Health and Pre-Law students. The advising team at Harpur College consists of both Harpur Academic Advising for general guidance, and faculty/departmental advisors for more detailed major planning. From the moment students arrive at Orientation to the day they graduate and beyond, Harpur Academic Advising is dedicated to helping students make informed decisions, understand academic policies, prepare for post-graduation opportunities, and connect with valuable campus resources for academic and personal support. The institution provides empathetic and informed advice, encouraging students to explore their academic, personal, and professional goals through a liberal arts education that promotes critical awareness and personal responsibility.

Teresa Lee Flynn is a financial advisor at Ameriprise Financial Services, LLC located at 1550 Vestal Parkway East in Vestal, New York, United States. She offers personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. Teresa helps clients track their progress towards financial goals, adjusting strategies as life changes. Clients can access their investments and accounts securely from any device. To learn more and schedule a complimentary initial consultation, visit Teresa's office or contact her. Securities are offered through Ameriprise Financial Services, LLC, a registered investment adviser and member of FINRA and SIPC. Teresa is registered to conduct securities business in certain states. Referrals are welcome, and Teresa looks forward to helping friends and family members achieve their financial goals.

The State University of New York at Fredonia is a prestigious public university located in Fredonia, New York. Situated on 280 Central Avenue, the university offers a wide range of academic programs and opportunities for students to pursue their educational and career goals. With a focus on excellence in teaching and research, Fredonia provides a vibrant and supportive learning environment for students from diverse backgrounds. The university is known for its strong faculty, innovative programs, and commitment to student success. Whether you are interested in the arts, sciences, education, or business, Fredonia has something to offer for everyone. Join us at the State University of New York at Fredonia and discover your potential for success.