Asset protection for high net worth individuals in New York, NY
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Fidelity Asset Management Inc
● OpenFidelity Asset Management Inc is a renowned finance and insurance agency located at 401 East 60th Street in New York, New York. With a strong reputation for providing top-notch financial services and insurance products, Fidelity Asset Management Inc is dedicated to helping clients achieve their financial goals and protect their assets. Their team of experienced professionals offers personalized investment strategies and insurance solutions to meet the unique needs of each individual or business. Trust Fidelity Asset Management Inc to provide expert guidance and support in managing your finances and securing your future.
401 E 60th St # 36B, New York, NY 10022, United States -
New York Life Insurance
● ClosedNew York Life Insurance is a reputable finance and insurance agency located at 777 Westchester Avenue in White Plains, New York. With a strong presence in the United States, New York Life Insurance offers a wide range of insurance products and financial services to meet the needs of individuals and businesses. Their experienced agents provide personalized guidance and support to help clients protect their assets and secure their financial future. Trust in New York Life Insurance for reliable coverage and expert advice.
777 Westchester Ave 4th floor, White Plains, NY 10604, United States -
New York Life Insurance
● ClosedNew York Life Insurance is a reputable finance and insurance agency located at 1660 Walt Whitman Road in Melville, New York. As one of the largest and most trusted insurance companies in the United States, New York Life Insurance offers a wide range of insurance products and financial services to individuals and businesses. With a long history of providing reliable and comprehensive coverage, customers can trust New York Life Insurance to protect their assets and provide peace of mind for the future.
1660 Walt Whitman Rd, Melville, NY 11747, United States -
Capital Financial Advisors of New York
● ClosedCapital Financial Advisors of New York is a premier financial institution located at 10 Maxwell Drive in New York, United States. Specializing in finance, our team of expert advisors provides personalized financial planning and investment services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, we offer a comprehensive range of services tailored to each individual's unique needs. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Capital Financial Advisors of New York is here to help you navigate the complexities of the financial world.
10 Maxwell Dr #104b, Clifton Park, NY 12065, United States -
New York Life Insurance
● ClosedNew York Life Insurance is a reputable finance and insurance agency located at 1601 Kings Highway in New York, United States. With a long-standing history and commitment to providing individuals and families with reliable insurance coverage, New York Life Insurance offers a range of policies to meet the unique needs of its clients. Their team of experienced agents are dedicated to helping customers find the right coverage options to protect their loved ones and assets. Trust New York Life Insurance to provide you with peace of mind and financial security for the future.
1601 Kings Hwy 2nd Floor, Brooklyn, NY 11229, United States -
Protect Your Assets Corp
● ClosedProtect Your Assets Corp is a reputable insurance agency located at 104 North Franklin Street in Hempstead, New York. Our dedicated team of professionals is committed to helping individuals and businesses protect their valuable assets through a wide range of insurance products and services. Whether you are looking for coverage for your home, car, business, or life, we have the expertise to tailor a personalized insurance solution to meet your specific needs. Trust Protect Your Assets Corp to safeguard what matters most to you.
104 N Franklin St, Hempstead, NY 11550, United States -
Asset Protection Training
● ClosedAsset Protection Training, located at 110 Wall Street in New York City, is a leading institution specializing in finance and wealth preservation strategies. Led by Rob Lambert, a highly experienced professional in the field, the institution offers comprehensive training on asset protection, including the formation of Limited Liability Companies (LLC) and offshore trusts in countries like Belize. With a focus on debunking myths and providing straightforward information, Asset Protection Training aims to empower individuals to make informed decisions about safeguarding their wealth. Whether you are a beginner or have experience in asset protection planning, the institution offers valuable resources such as training videos and expert guidance to help you navigate the complexities of the financial landscape. Contact Asset Protection Training today to start building a solid protection plan for your assets and securing your financial future.
110 Wall St, New York, NY 10005, United States -
The Unger Company Estate Tax Planning of New York, NY
● ClosedThe Unger Company Estate Tax Planning, located in New York, NY, is a finance institution specializing in protecting and passing along high net worth individuals' assets and legacies. With a focus on smart planning and attention to detail, The Unger Company works with clients who are among the wealthiest Americans, ensuring that their family wealth and lifestyle are safeguarded for future generations. The team at The Unger Company, led by founder Harold Unger, is dedicated to utilizing the best and most-proven methods to protect assets and pass along ethics, working collaboratively with clients' attorneys, accountants, and asset managers to create custom plans. With a half-century of experience, The Unger Company has successfully saved millions of dollars for their clients and is committed to providing optimal protection for a family's financial legacy. Specializing in high net worth and ultra-high net worth clients, The Unger Company offers creative thinking, insight, and thoughtful perspective in planning significant wealth transfer. Their mission is to help clients plan for the transfer of wealth, ensuring that heirs can manage tax burdens and continue a family legacy for generations to come. With expertise in insurance and tax law, The Unger Company is a vital partner in protecting and preserving a family's financial legacy.
641 Lexington Ave 20th floor, New York, NY 10022, United States -
New Finance Capital Inc
● ClosedWelcome to New Finance Capital Inc., your premier destination for comprehensive wealth management and private asset investment opportunities. Conveniently located at 875 3rd Avenue in the heart of Manhattan, New York, we specialize in delivering tailored financial solutions to high net worth individuals, family offices, and financial advisers. At New Finance Capital Inc., we pride ourselves on offering a broad range of private asset investments designed to meet the unique needs of our clients. Our expert team provides in-depth financial advice and strategic guidance to high net worth individuals, family offices, and charities, ensuring that their financial goals are not only met but exceeded.
875 3rd Avenue, Manhattan, New York, United States -
Infiniti Wealth Management
● ClosedInfiniti Wealth Management is a finance institution located at 3 Starr Ridge Road in Brewster, New York, United States. Our main goal is to help our clients grow and preserve their wealth through personalized investment management and retirement planning services. We also specialize in assisting clients with special circumstances, such as navigating the aftermath of a divorce or the loss of a spouse. Unlike many financial advisors who are tied to specific investment firms, we are an independent, fee-only financial advisory firm. This means that we do not sell specific financial products or receive commissions, bonuses, or incentives. Our independence ensures that our clients receive unbiased advice without any conflicts of interest. We are solely dedicated to the success of our clients and only succeed when they do.
3 Starr Ridge Rd #103, Brewster, NY 10509, United States -
Samalin Wealth
● OpenSamalin Wealth is a renowned finance institution located at 297 King Street in Chappaqua, New York, United States. With a team of experienced professionals, Samalin Wealth offers a wide range of financial services to help individuals and businesses achieve their financial goals. From investment management to retirement planning, their experts provide personalized solutions tailored to each client's unique needs. Trust Samalin Wealth to provide expert guidance and support on your financial journey.
297 King St, Chappaqua, NY 10514, United States -
Arcadia Wealth Management
● ClosedArcadia Wealth Management is a finance institution located at 10 Edgewood Avenue, Smithtown, New York, United States. We are a multi-generational, fee-only financial planner dedicated to helping our clients achieve peace of mind and confidence at every stage of life. Our goal is to help clients create and preserve wealth for future generations, generate retirement income, and simplify their lives while creating a legacy for their loved ones. Our team, including father-daughter duo Walter Wisniewski and Allison Vanaski, is committed to bringing families together to empower them to plan for life’s transitions, protect their loved ones, and pursue the life they desire. As a Fee-Only Fiduciary, we provide Comprehensive Financial Life Planning and sophisticated Investment Management to our clients and their future generations.
10 Edgewood Ave, Smithtown, NY 11787, United States -
Empire Estate Planning & Services
● ClosedEmpire Estate Planning & Services is a trusted institution located at 1615 Main Street in Pleasant Valley, New York, United States. Specializing in accounting and finance, our team of experts is dedicated to helping individuals and families plan for the future and secure their financial well-being. Whether you need assistance with estate planning, tax preparation, or investment management, we are here to provide personalized and professional services tailored to your unique needs. Trust Empire Estate Planning & Services to help you achieve your financial goals and secure a prosperous future.
1615 Main St, Pleasant Valley, NY 12569, United States -
Friedman & Friedman PLLC, Attorneys at Law
● ClosedFriedman & Friedman PLLC, Attorneys at Law is a prestigious legal institution located at 120 Bloomingdale Road, White Plains, New York, United States. Specializing in family law, their skilled team of attorneys is dedicated to providing exceptional legal representation for individuals and families dealing with child custody matters throughout Long Island, New York. Led by attorneys Sari Friedman and Andrea Friedman, who have received numerous accolades for their expertise in matrimonial and family law, the firm offers expert guidance and support in navigating complex legal issues related to child custody, divorce, and visitation rights. Child custody matters can be emotionally challenging for all parties involved, and the attorneys at Friedman & Friedman PLLC understand the importance of handling these cases with care and efficiency. Whether you are seeking custody of your child, resolving legal disputes related to child support, or facing post-divorce issues such as modifications to custody agreements, the firm is committed to protecting your rights and the best interests of your children.
120 Bloomingdale Rd Suite 307, White Plains, NY 10605, United States -
PURE Insurance
● ClosedPURE Insurance is a reputable insurance agency located at 44 South Broadway in White Plains, New York. Specializing in high-value home, automobile, and personal excess liability insurance, PURE Insurance provides comprehensive coverage and exceptional service to its clients. With a focus on personalized attention and tailored policies, PURE Insurance is dedicated to protecting the assets and well-being of its policyholders. Whether you are looking to insure your home, car, or valuable possessions, PURE Insurance is committed to providing the best coverage options to meet your individual needs.
44 S Broadway # 301, White Plains, NY 10601, United States -
Advocate Brokerage Corporation, Scarsdale's Premier Insurance Agency
● ClosedAdvocate Brokerage Corporation is Scarsdale's Premier Insurance Agency, located at 820 Scarsdale Avenue in Scarsdale, New York. With a commitment to providing top-notch insurance services to individuals and businesses, Advocate Brokerage Corporation offers a wide range of insurance products to meet the unique needs of their clients. Their team of experienced insurance professionals is dedicated to providing personalized service and finding the best coverage options at competitive rates. Whether you are looking for auto, home, life, or business insurance, Advocate Brokerage Corporation is your trusted partner in protecting what matters most to you.
820 Scarsdale Ave, Scarsdale, NY 10583, United States -
Bespoke Insurance Brokerage Corp
● ClosedBespoke Insurance Brokerage Corp is a leading insurance agency located at 1133 Westchester Avenue in White Plains, New York. With a team of experienced brokers, we specialize in providing personalized insurance solutions tailored to meet the unique needs of our clients. Whether you are looking for auto, home, life, or business insurance, we are here to help you find the coverage that best fits your individual requirements. Our commitment to exceptional customer service and attention to detail sets us apart from other insurance agencies. Contact us today to discuss your insurance needs and let us help you protect what matters most.
1133 Westchester Ave Suite N006, White Plains, NY 10604, United States -
Kate Curcio - RBC Wealth Management Financial Advisor
● ClosedKate Curcio - RBC Wealth Management Financial Advisor is a reputable financial institution located at 455 Patroon Creek Boulevard in Albany, New York. As a trusted advisor, Kate Curcio offers personalized financial planning and investment services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Kate Curcio is dedicated to providing expert guidance and support to clients as they navigate the complexities of the financial world. Whether you are looking to plan for retirement, invest for the future, or protect your assets, Kate Curcio is committed to helping you make informed decisions and secure your financial future.
455 Patroon Creek Blvd Suite 200, Albany, NY 12206, United States -
Merrill Lynch Wealth Management
● ClosedMerrill Lynch Wealth Management is a renowned finance institution located at 449 New York 146 in New York, United States. With a strong reputation for providing top-tier financial services, Merrill Lynch offers a wide range of wealth management solutions to help individuals and businesses achieve their financial goals. From investment planning to retirement strategies, their team of experienced professionals is dedicated to delivering personalized and comprehensive financial guidance to clients. Whether you are looking to grow your wealth or protect your assets, Merrill Lynch Wealth Management is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.
449 NY-146, Clifton Park, NY 12065, United States -
Herzog Law Firm, P.C.
● ClosedHerzog Law Firm, P.C. is a reputable institution located at 7 Southwoods Boulevard in Albany, New York, United States. Specializing in Estate Planning, Elder Law, Medicaid Planning, Estate Administration & Probate, Special Needs Planning, Guardianship, and Real Estate Law, the firm has been serving the Greater Capital Region, Hudson Valley, and Adirondack Regions since 1946. With a team of experienced professionals, Herzog Law Firm offers individualized and knowledgeable counsel to help clients plan for their future. Services include Estate Planning, Medicaid Planning, Special Needs Planning, Estate Administration, Probate, Wills, Trusts, and Advance Directives. The firm also provides valuable resources on topics such as Aging in Place, Life Estates, and Wills vs Trusts. Whether you already have an estate plan in place or are looking to start the planning process, Herzog Law Firm is here to assist. Schedule a free consultation today by calling 518-465-7581 or visiting their office at Corporate Woods in Albany.
7 Southwoods Blvd #301, Albany, NY 12211, United States -
Lighthouse Advisors, LLC
● OpenLighthouse Advisors, LLC is a financial advisory firm located at 543 Queensbury Avenue in Queensbury, New York. Our team of experienced professionals offers personalized financial planning and investment management services to help clients achieve their financial goals. With a focus on transparency, integrity, and client satisfaction, we strive to provide sound guidance and support to individuals and families seeking to build and protect their wealth. Contact us today to schedule a consultation and start planning for a secure financial future.
543 Queensbury Ave 2nd floor, Queensbury, NY 12804, United States -
Madison Wealth Managers
● ClosedMadison Wealth Managers is a leading finance institution located at 138 Quaker Road in Queensbury, New York, United States. Our team of experienced wealth managers is dedicated to helping individuals and businesses achieve their financial goals through personalized investment strategies and financial planning. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Madison Wealth Managers is here to provide expert guidance and support every step of the way. Trust us to help you secure a brighter financial future.
138 Quaker Rd, Queensbury, NY 12804, United States -
The Offices of Attorney Elisabeth A. Hall & Miller Hall Financial
● ClosedThe Offices of Attorney Elisabeth A. Hall & Miller Hall Financial is a comprehensive financial and insurance agency, offering expert legal services and financial planning in Bemus Point, New York. Located at 4950 Main Street, our team of professionals is dedicated to providing personalized solutions to meet the unique needs of our clients. Whether you require legal representation, insurance coverage, or financial advice, our experienced team is here to help you navigate the complexities of the legal and financial landscape. Trust Attorney Elisabeth A. Hall & Miller Hall Financial to provide you with the guidance and support you need to secure your future.
4950 Main St, Bemus Point, NY 14712, United States -
The Premium Select Group Inc.
● ClosedThe Premium Select Group Inc. is an insurance agency located at 32 County Road 78, Middletown, New York, United States. We offer protection for your vehicles, rental properties, and personal belongings at an affordable price. As a local independent insurance agency serving the Lower Hudson Valley, we prioritize getting to know and understand your individual needs and goals. Our experienced agents work with reputable insurance companies to provide secure coverage tailored to you. Our clients appreciate our professional service and personalized approach. We offer coverage for unpredictable losses such as burglary, fire, water damage, and more. Ensure your personal property is adequately protected with our insurance policies. We also offer liability coverage for injuries on your property and additional living expense coverage in case your home becomes uninhabitable. Don't risk being unable to rent a property due to lack of insurance - our renters insurance policies cover all your needs. Protect your valuable possessions with our coverage options, including off-premises theft coverage. Our goal is to help you understand and address the unique risks you face with renters insurance. We serve clients in New York, New Jersey, Pennsylvania, Delaware, Georgia, and South Carolina. Contact us today to secure the protection you need.
32 County Rd 78, Middletown, NY 10940, United States -
Falcon Financial Advisors
● OpenFalcon Financial Advisors, located at 120 West 3rd Street in Jamestown, New York, is a trusted and valued financial and insurance services firm. Our goal is to empower our clients through proper protection and building towards financial independence. We offer securities through Securities America Inc. and advisory services through Securities America Advisors, Inc. Please note that not all products and services may be available in every state or jurisdiction. Securities America and Falcon Financial Advisors are separate companies dedicated to helping clients achieve their financial goals.
120 W 3rd St Suite 117, Jamestown, NY 14701, United States -
Prudential Insurance Co
● ClosedPrudential Insurance Co is a reputable insurance agency located at 123 Pike Street in Port Jervis, New York, United States. With a strong legacy of providing reliable insurance products and services, Prudential Insurance Co is committed to helping individuals and businesses protect their assets and plan for the future. Their team of experienced agents offers personalized solutions to meet the unique needs of each client, ensuring peace of mind and financial security. Whether you're looking for life, health, home, or auto insurance, Prudential Insurance Co is dedicated to providing top-notch coverage and exceptional customer service. Visit their office today to learn more about how they can help you safeguard what matters most.
123 Pike St, Port Jervis, NY 12771, United States -
Aimdar Advisory Group ☂️ 安达财富
● ClosedAimdar Advisory Group is a leading finance, health, and insurance agency located at 5 Pennsylvania Plaza in New York, New York. Our team of experts at Aimdar is dedicated to providing top-notch financial advice, healthcare solutions, and insurance services to our clients. With a focus on wealth management and risk mitigation, we strive to help individuals and businesses achieve their financial goals and protect their assets. Trust Aimdar Advisory Group to guide you towards a secure and prosperous future. Visit us today at 5 Pennsylvania Plaza for personalized and professional financial services.
5 Pennsylvania Plaza 23rd Floor, New York, NY 10001, United States -
CGF Wealth Management - UBS Financial Services Inc.
● OpenCGF Wealth Management - UBS Financial Services Inc. is a prestigious financial institution located at 299 Park Avenue in the heart of New York City. As a part of UBS Financial Services Inc., CGF Wealth Management offers a wide range of wealth management services to high-net-worth individuals, families, and institutions. With a team of experienced financial advisors and experts, CGF Wealth Management provides personalized investment strategies, financial planning, and wealth preservation solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth, protect your assets, or plan for the future, CGF Wealth Management is dedicated to providing top-notch financial services tailored to your needs.
299 Park Ave, New York, NY 10171, United States -
Merrill Lynch Wealth Management
● OpenMerrill Lynch Wealth Management is a renowned financial institution located at 10 Teleport Drive in New York, United States. Specializing in wealth management services, Merrill Lynch provides comprehensive financial planning, investment advice, and portfolio management to help clients achieve their financial goals. With a team of experienced financial advisors and a wide range of investment options, Merrill Lynch is dedicated to helping individuals and families grow and protect their wealth for the long term.
10 Teleport Dr, Staten Island, NY 10311, United States -
Chera Wealth Management - Osaic Affiliate Firm
● ClosedChera Wealth Management - Osaic Affiliate Firm is a leading finance institution located at 8302 13th Avenue in New York, United States. Specializing in wealth management services, this firm offers personalized financial solutions to help clients achieve their financial goals. With a team of experienced professionals, Chera Wealth Management provides expert advice and guidance to individuals and businesses looking to grow and protect their assets. Whether you are planning for retirement, investing for the future, or seeking to maximize your wealth, Chera Wealth Management can help you navigate the complex world of finance with confidence and peace of mind.
8302 13th Ave, Brooklyn, NY 11228, United States
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