TOP 30 American national wealth solutions in New York
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American National
American National is a reputable institution located at 344 Route 9W in Glenmont, New York, United States. This institution is known for its commitment to providing high-quality education and services to its students and community. With a focus on academic excellence and personal growth, American National offers a wide range of programs and resources to help students achieve their goals. Whether you are looking to further your education or enhance your career, American National is dedicated to helping you succeed. Visit us today to learn more about what we have to offer.
Joseph L Ferri - Private Wealth Advisor, Ameriprise Financial Services, LLC
Welcome to Joseph L Ferri - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 184 Front Street, Owego, New York 13827. At our practice, we are committed to providing personalized financial advice and solutions tailored to meet the unique needs of our clients. With a robust suite of certifications and designations, our expertise spans a wide range of financial disciplines. Our team holds advanced certifications such as the Accredited Asset Management Specialist™ (AAMS™), Accredited Domestic Partnership Advisor™ (ADPA™), Accredited Estate Planner® (AEP®), and many more. These credentials reflect our dedication to maintaining the highest standards of ethics and professionalism, ensuring that our clients receive knowledgeable and trustworthy guidance.
John Baringer - Private Wealth Advisor, Ameriprise Financial Services, LLC
Welcome to John Baringer - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 25 Clinton Avenue, Cortland, New York 13045. As a dedicated financial professional, John Baringer offers personalized wealth management services tailored to meet the unique needs of each client. With a robust array of certifications and designations, John is exceptionally qualified to guide you through the complexities of financial planning and investment management. Our services encompass a wide range of financial solutions, including asset allocation, investment strategies, estate planning, and retirement planning. John is an Accredited Asset Management Specialist™ (AAMS™), ensuring adherence to a stringent code of ethics and expertise in applying investment concepts to real-world situations. Additionally, John holds the Accredited Domestic Partnership Advisor™ (ADPA™) designation, enabling him to address the financial needs of domestic partners with precision and care.
Jonathon L Myers - Private Wealth Advisor, Ameriprise Financial Services, LLC
Welcome to Jonathon L Myers - Private Wealth Advisor, Ameriprise Financial Services, LLC Located at 1550 Vestal Parkway East in Vestal, New York, Jonathon L Myers offers expert financial advisory services tailored to meet the diverse needs of individuals and businesses. As a seasoned Private Wealth Advisor with Ameriprise Financial Services, LLC, Jonathon holds multiple prestigious certifications that underscore his commitment to providing comprehensive financial solutions.
Mike Keys - Private Wealth Advisor, Ameriprise Financial Services, LLC
Welcome to Mike Keys - Private Wealth Advisor, Ameriprise Financial Services, LLC Located at 215 Washington Street, Watertown, New York, Mike Keys is your dedicated partner in navigating the complex world of financial planning and wealth management. As a seasoned Private Wealth Advisor with Ameriprise Financial Services, LLC, Mike brings a wealth of knowledge and a comprehensive suite of services to meet your financial needs.
Hara Yoshida Accounting
Hara Yoshida Accounting, located at 50 Main Street in White Plains, New York, offers retirement and financial solutions specifically tailored for Japanese Americans. Specializing in cross-border tax solutions for Japanese nationals, the institution provides services for expatriates, dual-citizens, or Japanese nationals living and working in the United States. Yoshida Wealth Management takes a personalized approach to uncovering clients' unique values and priorities in order to develop a harmonious framework between financial plans and life goals. As independent fiduciaries, they aim to be true financial partners, listening to clients, clarifying goals, and developing long-term financial plans and investment strategies for sustained success.
Todd W. Campbell, MD
Welcome to the practice of Dr. Todd W. Campbell, MD, a leading specialist in otolaryngology and head and neck surgery located in Islandia, New York. Situated at 2929 Express Drive North, our clinic is dedicated to providing exceptional healthcare services to the local community and beyond. Dr. Campbell brings a wealth of knowledge and expertise to his practice. He earned his Bachelor of Science in Biology from The College of William and Mary in Virginia and pursued his medical education at the prestigious Georgetown University School of Medicine. Following medical school, Dr. Campbell completed both his General Surgery internship and Otolaryngology/Head and Neck Surgery residency at Georgetown University Medical Center in 1998.
Dr. Theodore Flaum
Welcome to the practice of Dr. Theodore Flaum, located at 267 Carleton Avenue, Central Islip, New York. Specializing in Osteopathic Manipulative Medicine (OMM), Dr. Flaum is dedicated to providing top-quality healthcare with a personal touch. With a Doctorate of Osteopathy from NYITCOM, earned in 1991, and a fellowship from the American College of Osteopathic Family Physicians (ACOFP) awarded in 2012, Dr. Flaum brings a wealth of experience and expertise to his practice. In addition to his clinical work, Dr. Flaum is a full-time associate professor in NYITCOM’s Department of Osteopathic Manipulative Medicine, where he has introduced innovative approaches to teaching physical diagnosis, critical decision-making, and the integration of OMM with family medicine. His contributions to the field extend beyond the classroom, as he has participated in numerous committees, delivered multiple presentations, and appeared on television to discuss medical topics relevant to students, physicians, and the community.
Judy N. Cuzzacrea Wagner
Welcome to Judy N. Cuzzacrea Wagner's Law Office, conveniently located at 726 Exchange Street, Buffalo, New York. As a seasoned attorney specializing in estate planning and elder care law, Judy is dedicated to providing personalized legal counsel to individuals, families, and business clients. With a deep understanding of wealth planning, she helps clients design comprehensive strategies to preserve, protect, and transfer their assets to future generations. Judy's extensive legal expertise encompasses the use of various tools such as wills, trusts, and pre-nuptial agreements. She is adept at minimizing tax liabilities through strategic planning involving credit shelter trusts, QTIPs, and ILITs. Recognizing the unpredictable nature of life, Judy emphasizes proactive estate planning but is equally prepared to address urgent needs.
Paul J Miosi - Financial Advisor, Ameriprise Financial Services, LLC
Welcome to Paul J Miosi - Financial Advisor, Ameriprise Financial Services, LLC Located at 184 Front Street, Owego, New York, Paul J Miosi offers expert financial advisory services tailored to meet the diverse needs of individuals, retirees, small business owners, and families. Our commitment to excellence is backed by a robust portfolio of certifications and designations, ensuring our clients receive top-tier financial guidance.
AARP
Welcome to AARP Insurance Agency, located at 6726 Townline Road, Syracuse, New York 13211. As a trusted provider in the community, we are dedicated to empowering individuals with the resources they need to navigate life's various stages. At AARP, we offer more than just insurance solutions; we provide access to a wealth of members-only products, exclusive discounts, and expert advice to help you lead a fulfilling life. Our services extend beyond traditional insurance offerings. Whether you're seeking guidance on avoiding scams through the AARP Fraud Watch Network Helpline or looking for tips on addressing sensitive family topics, we are here to support you. Stay informed with insights on health trends like the rise of Human Parvovirus or get answers to pressing health questions such as reversing prediabetes from our expert, Dr. Adam.
Ryan Sondak - Financial Advisor, Ameriprise Financial Services, LLC
Welcome to Ryan Sondak - Financial Advisor, Ameriprise Financial Services, LLC, located at 1550 Vestal Parkway East, Vestal, New York. We are dedicated to providing expert financial guidance tailored to meet the unique needs of each client. Our comprehensive services encompass a broad spectrum of financial planning and wealth management strategies, ensuring that you receive personalized advice to achieve your financial goals. At Ryan Sondak - Financial Advisor, we pride ourselves on our extensive qualifications and commitment to ethical practices. Our team holds a variety of prestigious certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more. These designations reflect our expertise in areas such as asset management, estate planning, investment strategies, retirement planning, and fiduciary practices, among others.
Paul Coir - Financial Advisor, Ameriprise Financial Services, LLC
Welcome to Paul Coir - Financial Advisor, Ameriprise Financial Services, LLC, your trusted partner in financial planning and wealth management, conveniently located at 5750 Commons Park, East Syracuse, New York 13057, United States. Our mission is to provide personalized and comprehensive financial advice tailored to your unique needs and goals. Paul Coir is a distinguished financial advisor equipped with a broad array of certifications and expertise to guide you through every aspect of financial planning. With credentials such as the AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, Paul is committed to upholding the highest standards of ethics and professionalism in the industry.
Moves LLC
Welcome to Moves LLC, your trusted partner for exceptional moving and storage services, conveniently located at 626 West 28th Street, Manhattan, New York. As a leading moving company, we specialize in delivering top-notch residential and commercial moving solutions tailored to meet your unique needs. Our professional team, coupled with advanced technology, ensures a smooth and hassle-free moving experience every time. At Moves LLC, we pride ourselves on our ability to provide efficient and stress-free local moving services. Our dedicated team guarantees a seamless transition to your new home or office, ensuring your satisfaction is our top priority. Whether you're moving across town or across the country, our experienced professionals handle every aspect of your move with precision, minimizing downtime and ensuring a smooth relocation.
Mark Peterson - Financial Advisor, Ameriprise Financial Services, LLC
Welcome to Mark Peterson - Financial Advisor, Ameriprise Financial Services, LLC Located at 800 Veterans Memorial Highway in Hauppauge, New York, Mark Peterson is your trusted partner in navigating the complexities of financial planning. As a dedicated financial advisor, Mark offers personalized services tailored to meet the unique financial needs of individuals, retirees, and small business owners in the community.
Robert Donahue - State Farm Insurance Agent
Welcome to Robert Donahue - State Farm Insurance Agent, your trusted local insurance agency located at 499-77 Sunrise Highway in the Gateway Plaza shopping center, Patchogue, New York. Whether you're stopping by after a visit to Dicks, Michaels, or Tropical Smoothie, our team is ready to assist you with all your insurance needs. We pride ourselves on providing exceptional value, discounts, and superior customer service. Our mission is to protect what matters most to you, from auto and home insurance to life insurance and beyond. Call or visit our office today for a complimentary quote on your auto insurance and discover why our customers love our dedicated team. As summer approaches, ensure your home is well-protected by reaching out to us for a policy review.
The Mehrhoff Agency
Welcome to The Mehrhoff Agency, your trusted local State Farm Insurance provider located at 10 Station Court, Bellport, NY 11713. Nestled conveniently between the Chase Bank and the Bellport Public Library and Post Office, we are here to serve the Long Island community with over a decade of dedicated experience. Led by Gregory Mehrhoff, a Chartered Financial Consultant (ChFC) and lifelong Long Island resident, our family-run agency is committed to understanding and addressing your unique insurance needs. At The Mehrhoff Agency, we offer a comprehensive range of insurance solutions, including Auto, Homeowners, Life, Renters, and Business insurance. Our mission is to help you and your family build wealth and secure your future, ensuring that every day can feel like summer. We proudly serve Bellport Village and its neighboring communities, including North Bellport, Patchogue, East Patchogue, Shirley, Mastic, Mastic Beach, Medford, Holbrook, Holtsville, Yaphank, and Brookhaven, as well as the wider areas of Nassau, Suffolk, Queens, Brooklyn, Manhattan, Bronx, and Staten Island.
Robert Gargiulo - Financial Advisor, Ameriprise Financial Services, LLC
Welcome to Robert Gargiulo - Financial Advisor, Ameriprise Financial Services, LLC, your trusted partner in financial planning and asset management. Located at 175 South Wellwood Avenue, Lindenhurst, New York, our practice is dedicated to helping you achieve your financial goals with personalized strategies and expert guidance. Robert Gargiulo is a highly qualified financial advisor, holding numerous certifications that reflect a deep commitment to excellence and ethical standards in the finance industry. With credentials such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Robert is equipped to address a wide range of financial planning needs, from investment strategies and asset allocation to estate planning and risk management.
Bob Sutton - Financial Advisor, Ameriprise Financial Services, LLC
Welcome to Bob Sutton - Financial Advisor, Ameriprise Financial Services, LLC, located at 50 Station Road, Water Mill, New York 11976. Our firm is dedicated to providing expert financial guidance tailored to your unique needs. With a robust suite of qualifications, Bob Sutton is equipped to help you navigate the complexities of financial planning, investment strategies, and wealth management. Our advisor holds prestigious certifications, including the AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, each reflecting a deep commitment to ethical standards and comprehensive financial expertise. These designations cover a wide range of financial disciplines, from asset allocation and estate planning to retirement strategies and investment opportunities for retirees and small business owners.
Edgar Betancourt - Ameriprise Financial Services, LLC
Welcome to Edgar Betancourt - Ameriprise Financial Services, LLC, your trusted partner in navigating the complexities of financial planning and investment management. Conveniently located at 1673 County Road 39 in Southampton, New York, we specialize in providing personalized financial advice tailored to meet your unique goals and aspirations. At Edgar Betancourt - Ameriprise Financial Services, LLC, we understand that each client has distinct financial needs and objectives. That's why we offer a comprehensive approach to financial planning, ensuring that your strategy aligns perfectly with your personal goals. Our advisors possess a wide array of professional certifications and designations, underscoring their commitment to excellence and expertise in areas such as asset management, estate planning, retirement solutions, and investment strategies.
George Kreuscher - Financial Advisor, Ameriprise Financial Services, LLC
Welcome to George Kreuscher - Financial Advisor, Ameriprise Financial Services, LLC, located at 1673 County Road 39, Southampton, New York. We are your trusted partner in financial planning and investment management, dedicated to helping you achieve your financial goals with personalized strategies and expert advice. George Kreuscher brings a wealth of knowledge and expertise to the table, holding numerous prestigious certifications and designations that highlight his commitment to excellence and professional growth in the financial services industry. As an Accredited Asset Management Specialist (AAMS™), George adheres to a strict code of ethics and applies investment concepts to real-world situations, ensuring your assets are managed effectively.
Robert W Urban - Financial Consultant, Ameriprise Financial Services, LLC
Welcome to Robert W Urban - Financial Consultant, a trusted partner of Ameriprise Financial Services, LLC, located at 12 Mitchell Road, Westhampton Beach, New York. We are committed to helping you achieve your financial goals through personalized and expert financial planning services. At Robert W Urban, we understand that each client's financial journey is unique. Our Ameriprise advisors possess a wide range of expertise and credentials to ensure that we align our approach with your specific needs and aspirations. Our team is equipped with diverse specializations that include, but are not limited to, investment strategies, estate planning, retirement planning, and risk management.
MJ Peterson - Commercial Division
Welcome to MJ Peterson - Commercial Division, your premier real estate agency located at 200 John James Audubon Parkway, Amherst, New York. We specialize in helping you explore the endless possibilities in the real estate market, whether you're looking to renovate, sell, or rent properties in your local area. Our dedicated team is committed to finding the perfect property for you. Our agency is proud to have Jim Knight, a Licensed Associate Real Estate Broker, as part of our team. With over 30 years of experience in real estate, Mr. Knight brings unparalleled expertise and a wealth of knowledge to our clients. His career began with J.M. Jayson & Company/Realmark Partnerships as a financial analyst and later as a buyer of syndicated investment properties. Since then, he has become a Real Estate Broker and a Certified Real Estate Appraiser, offering services as a Broker/Consultant, Property Manager, Appraiser, and Tax Grievance Advisor.
ATLANTIC APPLE REALTY INC.
Welcome to Atlantic Apple Realty Inc., your trusted neighborhood real estate agency located at 4 Minthorne Street, Staten Island, New York. As a fully licensed and experienced agency, we proudly serve the Staten Island community and beyond, bringing decades of expertise to each real estate transaction. Our team is committed to making your real estate journey seamless and enjoyable, whether you're buying, selling, or leasing a property. At Atlantic Apple Realty Inc., we believe in the importance of accessibility and transparency. In accordance with Real Property Law 442-H, we do not require prospective buyers to show identification, sign exclusive buyer broker agreements, or provide mortgage pre-approval proof. However, please note that sellers may request this information during the property viewing or purchase offer stages.
William J Walters Jr - North Fork, Long Island Realtor | Daniel Gale Sotheby's International Realty
Welcome to William J Walters Jr - North Fork, Long Island Realtor | Daniel Gale Sotheby's International Realty, your premier destination for exceptional real estate services in the heart of Greenport, New York. Located at 114 Main Street, our office is a hub for those seeking to navigate the vibrant North Fork real estate market with confidence and ease. Bill Walters stands as a cornerstone of the local real estate community, bringing deep-rooted insights and unparalleled expertise to every transaction. A native of North Fork with family ties dating back to the 1960s, Bill combines his intimate knowledge of the area with a robust educational foundation from Johnson & Wales University, where he earned a BA in Business Management with minors in International Business, Marketing, and B2B Selling.
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