TOP 30 Asset allocation in New York City, New York

Merrill Lynch Financial Advisor Dante Battaglia, located at 6245 Sheridan Drive, Suite 300 in Williamsville, New York, offers personalized financial insights, observations, and ideas to help clients pursue their financial goals. Dante Battaglia and his team are dedicated to helping clients achieve what matters most to them and their families by creating flexible wealth management strategies tailored to individual needs. With access to the investment insights of Merrill and the banking solutions of Bank of America, clients can benefit from a comprehensive approach to managing their wealth. Dante Battaglia believes in building strong client relationships based on trust and personalized service, and is committed to participating in the communities he serves. Through the Merrill Personal Wealth Analysis™ process, clients can work with Dante Battaglia to develop a personalized financial plan centered on their goals and priorities. By getting to know clients personally and understanding their investing preferences, Dante Battaglia can help them pursue what matters most and achieve their financial aspirations. With a focus on ongoing communication and adjustments to financial approaches as life and goals change, Dante Battaglia and his team are dedicated to helping clients stay on track to achieve their financial objectives. Whether clients are planning for retirement, saving for a major purchase, or preparing to pass wealth to future generations, Dante Battaglia can provide guidance and support to help them navigate the complexities of their financial lives. With a commitment to putting clients first and providing personalized investment strategies, Dante Battaglia and his team at Merrill Lynch Wealth Management are dedicated to helping clients live their best financial lives.

Sean Walker - Ameriprise Financial Services, LLC is a finance institution located at 161 Worcester Rd, Batavia, New York, United States. They offer personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. Clients can schedule a complimentary initial consultation to discuss their financial objectives, whether it's retirement planning, education savings, or a major purchase like a second home. The institution helps clients track their progress, adjust their approach as life changes, and access their investments securely from any device. Additionally, they provide resources for proper document disposal to protect personal information and prevent identity theft. Angel Palacios, a registered advisor, is available to conduct securities business with residents in specific states. Users of the website are bound by Ameriprise Financial's rules and regulations, and the institution is a member of FINRA and SIPC. Clients can refer friends and family members to the institution for financial guidance, and privacy and security are top priorities for Ameriprise Financial Services, LLC.

Scott Neff - Financial Advisor, Ameriprise Financial Services, LLC, located at 219 East Main Street, Batavia, New York, United States, is a finance institution dedicated to helping individuals achieve their financial goals. Scott Neff provides personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. Regular meetings are held to review progress, update strategies, and track goals. Clients can access their investments and accounts securely from any device. Scott Neff offers complimentary initial consultations to discuss retirement, education, major purchases, and more. Investment products are not insured by the FDIC, NCUA, or any federal agency and involve risks. Securities are offered through Ameriprise Financial Services, LLC, a registered investment adviser. Scott Neff is registered to conduct securities business in specific states. The Confident Retirement® approach is not a guarantee of future financial results. Ameriprise Financial Services, LLC is a member of FINRA and SIPC. Clients can refer friends and family members to Scott Neff for financial guidance. Privacy and security are a top priority at Ameriprise Financial Services, LLC.

William Nelkin is a highly experienced Wealth Management Advisor at TIAA, located at 35 Celebration Drive in Rochester, New York. With a strong background in finance, William provides personalized financial planning and investment advice to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or save for education expenses, William Nelkin is dedicated to helping you navigate the complex world of finance and make informed decisions. Contact William Nelkin at TIAA Wealth Management Advisor for expert financial guidance tailored to your individual needs.

Michael Roorda - TIAA Wealth Management Advisor is a finance institution located at 35 Celebration Drive in Rochester, New York, United States. As a trusted wealth management advisor, Michael Roorda provides personalized financial planning services to help clients achieve their financial goals. With a focus on long-term wealth management strategies, Michael Roorda offers expertise in investment planning, retirement planning, estate planning, and more. Clients can expect professional guidance and tailored solutions to help them secure their financial future.

Jonathan LaRue - TIAA Wealth Management Advisor is a reputable finance institution located at 35 Celebration Drive in Rochester, New York, United States. As a trusted advisor in wealth management, Jonathan LaRue offers personalized financial planning services to help clients achieve their financial goals and secure their future. With a focus on providing sound investment advice and strategic financial solutions, Jonathan LaRue is dedicated to helping individuals and families build and preserve wealth. Contact Jonathan LaRue - TIAA Wealth Management Advisor today to start planning for a more secure financial future.

Mike Sellars is a Financial Advisor at Ameriprise Financial Services, LLC located at 2024 West Henrietta Road in Rochester, New York, United States. Mike Sellars 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 cover a wide range of financial planning topics including asset management, estate planning, retirement planning, investment strategies, insurance products, and more. Mike Sellars is dedicated to providing expert financial advice and guidance to individuals and small business owners, with a focus on helping clients achieve their financial goals and secure their financial future.

Markus Strauss - Thrivent is a finance institution located at 21 Goodway Drive in Rochester, New York, United States. Licensing for our services is available through your State Insurance Department's website, which can be found on the National Association of Insurance Commissioners website. Please note that Thrivent and its financial professionals do not provide legal, accounting, or tax advice. It is recommended to consult with your attorney or tax professional for these matters.

BlueMark Advisors is a leading finance institution located at 2024 West Henrietta Road in Rochester, New York, United States. With a team of experienced financial experts, BlueMark Advisors offers a wide range of financial services including investment management, financial planning, and risk assessment. Whether you are an individual looking to grow your wealth or a business seeking strategic financial advice, BlueMark Advisors is dedicated to helping you achieve your financial goals. Contact us today to learn more about how we can help you secure a better financial future.

Marianne Bolton - RBC Wealth Management Financial Advisor is a leading financial institution located at 80 Linden Oaks in Rochester, New York, United States. As a trusted financial advisor, Marianne Bolton provides personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and delivering tailored financial solutions, Marianne Bolton is committed to helping clients navigate the complexities of the financial world with confidence and peace of mind. Contact Marianne Bolton - RBC Wealth Management Financial Advisor today to start planning for a secure financial future.

Jonathan Gorom is an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 2024 West Henrietta Road in Rochester, New York, United States. Jonathan holds several prestigious 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®, CERTIFIED FINANCIAL PLANNER™, 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 Jonathan's expertise in areas such as asset management, retirement planning, estate planning, investment analysis, and financial planning for special needs families. Jonathan is dedicated to providing comprehensive and personalized financial advice to his clients, helping them achieve their financial goals and secure their financial future.

Edward Jones - Financial Advisor: Kady J Weisner is a reputable finance institution located at 126 North Union Street in Olean, New York. As a trusted financial advisor, Kady J Weisner offers personalized investment and wealth management services to clients in the Olean area. With a commitment to providing top-notch financial guidance and expertise, clients can rest assured that their financial goals are in capable hands. Whether you are planning for retirement, saving for college, or looking to grow your wealth, Edward Jones - Financial Advisor: Kady J Weisner is dedicated to helping you achieve financial success.

John Frederick McLaughlin is a financial advisor at Ameriprise Financial Services, LLC located at 158 North Union Street in Olean, New York, United States. With a focus on providing personalized financial planning and investment advice, John Frederick McLaughlin is dedicated to helping clients achieve their financial goals. As a member of FINRA and SIPC, clients can trust in the expertise and professionalism of Ameriprise Financial Services, LLC. By visiting the FINRA's BrokerCheck website, clients can access background and qualification information about John Frederick McLaughlin. Whether discussing stock market trends or creating a comprehensive financial plan, clients can expect a high level of service and expertise from John Frederick McLaughlin at Ameriprise Financial Services, LLC.

The Willowbridge Group - Morgan Stanley is a reputable finance institution located at 202 West State Street in Olean, New York, United States. As a part of the renowned Morgan Stanley brand, they offer a wide range of financial services including wealth management, investment banking, and asset management. With a team of experienced professionals, they provide personalized financial solutions to help individuals and businesses achieve their financial goals. Visit The Willowbridge Group - Morgan Stanley today to explore their comprehensive financial services and expertise.

Starr Investment Holdings, LLC is a finance institution located at 399 Park Avenue in New York, New York, United States. Specializing in investment management, the firm offers a wide range of financial services to help clients grow and protect their wealth. With a team of experienced professionals and a commitment to delivering superior results, Starr Investment Holdings, LLC is dedicated to helping individuals and businesses achieve their financial goals.

North American Securities Agency is a reputable finance institution located at 224 Saint Andrews Road in Walden, New York, United States. With a strong presence in the financial industry, this agency provides a wide range of services related to securities and investments. Their team of experienced professionals offers expert advice and guidance to help clients navigate the complex world of finance. Whether you are looking to invest, trade securities, or seek financial planning assistance, North American Securities Agency is dedicated to helping you achieve your financial goals.

Birch Hill Wealth Advisors - Ameriprise Financial Services, LLC is a finance institution located at 27 Collegeview Avenue, Poughkeepsie, New York, United States. They have received the Ameriprise Client Experience Award for 2023 and offer complimentary initial consultations to address individual financial goals and risk tolerance. The institution provides investment recommendations, asset allocation strategies, and portfolio updates to help clients achieve their goals. They emphasize multi-generational financial planning, ensuring that every family member's unique aspirations are considered. Ameriprise financial advisors are registered in certain U.S. states and adhere to strict regulations outlined on their website. Clients can access their accounts and track progress towards their goals securely from any device. The institution values financial literacy and empowers clients to make informed decisions for their future. To learn more about how Birch Hill Wealth Advisors can assist with financial planning, schedule a complimentary consultation today.

Justin Semke - Financial Advisor, Ameriprise Financial Services, LLC, located at 488 Freedom Plains Road in Poughkeepsie, New York, offers a wide range of financial services for individuals and businesses. Justin Semke 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 focus on ethical practices and continuous education, Justin Semke is dedicated to providing personalized financial advice tailored to the unique needs of each client. Whether you are planning for retirement, managing your investments, or navigating complex financial situations, Justin Semke is here to help you achieve your financial goals.

Merrill Lynch Wealth Management, located at 108 North Front Street in Kingston, New York, is a leading finance institution dedicated to helping individuals, families, business owners, executives, and institutions navigate the complexities of wealth planning. With a team of experienced advisors offering personalized financial strategies and access to a wide range of resources, including retirement income planning and estate planning services, Merrill Lynch is committed to putting clients' interests first. The institution's culture emphasizes professional training, mentoring, and technology to support both new and experienced advisors in assisting clients with their unique financial goals. By understanding each client's personal and business needs, Merrill Lynch Wealth Management aims to create tailored financial approaches that reflect individual priorities and help achieve long-term objectives. With a focus on client satisfaction and community involvement, Merrill Lynch is dedicated to building strong relationships and giving back to the communities it serves.

Edward Jones - Financial Advisor: Kimberly Barnett is a trusted finance institution located at 4246 Albany Post Road in Hyde Park, New York, United States. As a dedicated financial advisor, Kimberly Barnett provides personalized investment and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, clients can rely on Edward Jones - Financial Advisor: Kimberly Barnett for expert financial guidance and support.

Merrill Lynch Financial Advisor Mark S Burlingame is a finance institution located at 2649 South Road, Poughkeepsie, New York, United States. They understand the importance of your life priorities and work with you to create a personalized financial plan tailored to your family, goals, and aspirations. The institution believes in listening to your needs and goals, whether it's planning for retirement, saving for a home, or funding education. Through the Investment Personality Assessment, they can customize a financial approach to help you pursue what matters most to you. The team at Merrill is dedicated to building strong client relationships based on trust and personalized service, using global resources to provide tailored solutions. They offer the Merrill Personal Wealth Analysis™ to help document a personalized plan focused on your goals. By checking in regularly and adjusting your financial approach as needed, they aim to help you achieve what's most important to you. With a focus on personalized service and comprehensive financial solutions, Merrill Lynch Financial Advisor Mark S Burlingame is committed to helping you reach your financial goals.

Pendragon Capital Management, Inc. is a reputable finance institution located at 23 Heath Road in Fishkill, New York, United States. With a team of experienced financial experts, Pendragon Capital Management, Inc. offers a wide range of financial services to help clients achieve their investment goals. Whether you are looking for wealth management, retirement planning, or investment advice, Pendragon Capital Management, Inc. is dedicated to providing personalized solutions tailored to your specific needs. Trust in Pendragon Capital Management, Inc. to help you navigate the complex world of finance and secure your financial future.

Silver Point Capital is a finance institution located at 155 Myers Corners Road in Wappingers Falls, New York, United States. Specializing in investment management, Silver Point Capital offers a wide range of financial services to clients seeking to grow and protect their wealth. With a team of experienced professionals, the institution prides itself on providing personalized and strategic financial solutions to meet the unique needs of each individual or organization. Whether you are looking to invest in stocks, bonds, or other financial instruments, Silver Point Capital is committed to helping you achieve your financial goals.

TJP Wealth Solutions is a leading financial institution located at 580 White Plains Road in Tarrytown, New York, United States. Specializing in wealth management and financial planning, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, TJP Wealth Solutions offers personalized solutions tailored to your unique needs. Trust us to provide expert advice and guidance to help you secure a stable financial future. Contact us today to schedule a consultation.

SS&C Globe Op is a leading finance institution located at 1565 Front Street in Yorktown Heights, New York, United States. With a strong reputation for excellence in the financial services industry, SS&C Globe Op offers a wide range of financial solutions to clients around the world. Their team of experienced professionals is dedicated to providing top-quality services and innovative solutions to help clients achieve their financial goals. Whether you are looking for investment management, risk analysis, or other financial services, SS&C Globe Op is committed to delivering exceptional results for their clients.

Anthony Maiuolo is a finance institution located at 565 Taxter Road in Elmsford, New York, United States. With a focus on providing top-notch financial services, Anthony Maiuolo specializes in helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, the experienced team at Anthony Maiuolo is dedicated to providing personalized solutions tailored to your specific needs. Trust in Anthony Maiuolo to help you navigate the complex world of finance with expertise and professionalism.

Justin Dell'Aglio is an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 100 Summit Lake Drive in Valhalla, New York, United States. Specializing in finance, Justin offers investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. With a focus on retirement, education, and major purchases, Justin works closely with clients to document goals, track progress, and adjust strategies as life changes. Clients can access their investments and accounts securely from any device and receive regular updates on their financial progress. Justin is registered to conduct securities business in select states and offers complimentary initial consultations to discuss financial planning concepts. Ameriprise Financial Services, LLC cannot guarantee future financial results but is committed to helping clients achieve their financial goals. For more information, visit the FINRA's BrokerCheck website and the Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Berkowitz Wealth Management is a premier financial institution located at 220 White Plains Road in Tarrytown, New York, United States. With a team of experienced and dedicated financial advisors, Berkowitz Wealth Management offers personalized wealth management services to help clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or looking to grow your wealth, Berkowitz Wealth Management provides tailored solutions to meet your unique needs. Trust Berkowitz Wealth Management to guide you towards a secure financial future.

Rienas & Brown Wealth Management is a finance institution located at 399 Knollwood Road, White Plains, New York, United States. With a focus on individual goals and personal risk tolerance, we provide investment, asset allocation, and portfolio recommendations to help you achieve your financial objectives. Our team documents your goals, regularly reviews your progress, and updates your approach as life changes. You can access your investments and accounts from any device, track your progress, and securely share information with us. Schedule a complimentary initial consultation to learn more about how we can assist you in reaching your financial goals. Our Ameriprise financial advisors are registered to do business in certain U.S. states and adhere to strict regulations to protect your privacy and security. Contact us today to discuss what matters most to you and start planning for a secure financial future.

Prima Capital Advisors is a leading finance institution located at 2 Overhill Road in Scarsdale, New York, United States. With a team of experienced professionals, Prima Capital Advisors offers a wide range of financial services to help clients achieve their investment goals. Whether you are looking for wealth management, investment advisory services, or financial planning, Prima Capital Advisors is dedicated to providing personalized solutions tailored to your specific needs. Trust in Prima Capital Advisors to guide you towards a secure financial future.