TOP 30 Banking and financial planning in Brooklyn, New York

161 results found

The Bank of America Financial Center located at 5521 8th Avenue in New York, United States is a prominent banking and financial institution offering a wide range of services to its customers. From personal banking to investment options, this center provides expert advice and guidance to help individuals and businesses achieve their financial goals. With a strong reputation for reliability and customer service, the Bank of America Financial Center is a trusted partner for all your financial needs.

Merrill Lynch Financial Advisor Daniel P Levin is a finance institution located in New York, United States. Situated at 225 Liberty Street, South Tower, 38th Floor, New York, NY 10281, the institution offers a unique combination of Merrill's investment insights and Bank of America's credit, lending, and banking services. They work with clients to create personalized strategies to grow, preserve, and distribute wealth, exceeding expectations through proactive communication and ongoing financial education. The team at Merrill Lynch believes in helping clients make informed investment decisions that align with their personal goals, whether it's planning for retirement, buying a home, or funding education. By utilizing the Investment Personality Assessment, they can tailor financial approaches to individual preferences and priorities. The team is committed to building strong client relationships based on trust and personalized service, supported by the global resources of Merrill.

Bank of America Private Client Advisor John G Duane is a Senior Vice President at Bank of America Private Bank in Brooklyn, New York. With a deep knowledge of complex financial concerns, John leads a team that delivers personalized wealth management strategies and services to high-net-worth families and individuals. His team includes experienced professionals such as a Relationship Manager, Portfolio Manager, Trust Officer, and other specialists. John is dedicated to helping clients navigate the challenges of managing significant wealth and strives to build strong client relationships based on trust and personal experience. The institution offers a personalized approach, drawing on the resources of Bank of America to help clients achieve their financial goals. Whether clients are looking to preserve wealth, build philanthropic legacies, or plan for future growth, Bank of America Private Bank prioritizes the goals of its clients. The institution values innovation and continually adapts to evolving markets and financial landscapes. Clients can expect disciplined financial strategies and a focus on providing a bridge across generations. It's important to note that Bank of America Private Bank does not provide legal, tax, or accounting advice. Clients should consult their own advisors before making financial decisions. Bank of America Private Bank does not serve in a fiduciary capacity with respect to all products or services, and fiduciary standards do not apply in certain situations.

Merrill Lynch Financial Advisor Jeff C Thomas, located at 474 Fulton Street, New York, United States, offers a holistic approach to achieving client goals through Environmental, Social, and Governance (ESG) Principles and CERTIFIED FINANCIAL PLANNER™ Professional Standards. Specializing in Goals-Based Wealth Management with a focus on ESG Investing, the institution's personalized financial strategies align with client beliefs while aiming to achieve financial objectives. By prioritizing Social Responsibility and incorporating ESG issues into asset allocation models, the institution aims to provide sustainable and impactful investment solutions. With a commitment to community involvement and personalized service, the institution's team of experienced professionals at Merrill Lynch Wealth Management ensures that clients' financial needs and aspirations are met through tailored financial plans. By focusing on client priorities, goals, and values, the institution aims to help clients navigate financial decisions and achieve long-term success. With access to Merrill's investment insights and Bank of America's banking solutions, clients can develop a comprehensive approach to managing, growing, and preserving their wealth. By regularly reviewing and adjusting financial approaches, the institution helps clients stay on track to reach their financial goals. Through a personalized and client-focused approach, Merrill Lynch Financial Advisor Jeff C Thomas strives to help clients achieve their financial aspirations and navigate life's financial complexities.

Bank of America Private Client Advisor Scott Skorobohaty is a financial institution located at 474 Fulton Street in New York, United States. As a private client advisor, Scott Skorobohaty offers personalized financial planning and investment services to high-net-worth individuals. With a focus on building long-term relationships and providing tailored solutions, clients can expect expert advice and guidance to help them achieve their financial goals. Whether it's wealth management, retirement planning, or estate planning, Bank of America Private Client Advisor Scott Skorobohaty is dedicated to helping clients navigate the complexities of their financial portfolios with confidence and peace of mind.

Pauline Yutong Huang is a trusted financial advisor at TD Wealth, located at 987 4th Avenue in New York, United States. With years of experience in the finance industry, Pauline is dedicated to helping clients achieve their financial goals through personalized investment strategies and wealth management services. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Pauline Yutong Huang is committed to providing expert guidance and support every step of the way. Contact Pauline today to schedule a consultation and start building a secure financial future.

Heimlich Financial Group is a reputable finance institution located at 4617 16th Avenue in New York, United States. With a strong focus on providing comprehensive financial services to individuals and businesses, Heimlich Financial Group offers expert advice and tailored solutions to help clients achieve their financial goals. Whether you are looking for investment guidance, retirement planning, or wealth management services, our team of experienced professionals is dedicated to providing top-notch financial expertise and personalized attention. Trust Heimlich Financial Group to help you navigate the complexities of the financial world and secure your financial future.

Bank of America Private Client Advisor John Adam Alexander is a Senior Vice President and Private Client Advisor at Bank of America Private Bank, located in Brooklyn, NY. With a focus on advising Business Owners, from tech startups to multi-generational family businesses, John holds the Certified Exit Planning Advisor® and the Chartered SRI Counselor™ designations. He leads a team of specialists in investment management, trust and estate planning, banking and lending, liquidity event planning, legacy and wealth strategy, NextGen, art and philanthropy, and Family Office design. John's three decades of leadership experience in private banking and investment management across the Americas, Europe, and Asia make him well-equipped to provide expert advice tailored to the unique needs of each family. Fluent in Spanish and French, with a working knowledge of Russian, John is also the Executive Director of the Piermont Straus Foundation. At Bank of America Private Bank, clients can expect a personalized approach to managing significant wealth, with a focus on preserving and sharing wealth, building philanthropic legacies, and planning for future growth. The institution values innovation and aims to help clients anticipate and respond to evolving markets and financial landscapes. Please note that by visiting the Bank of America Private Bank's website, you may be directed to FINRA’S BrokerCheck. Investing involves risk, and it is recommended to consult legal and tax advisors before making financial decisions. Bank of America Private Bank does not serve in a fiduciary capacity with respect to all products or services.

Fulton Financial is a reputable finance institution located at 1397 Fulton Street in New York, United States. With a strong presence in the financial industry, Fulton Financial offers a wide range of financial services to meet the needs of individuals and businesses alike. Their experienced team of professionals provide expert advice and personalized solutions to help clients achieve their financial goals. Whether you are looking for banking, lending, or investment services, Fulton Financial is committed to providing top-notch service and helping clients navigate the complexities of the financial world.

Bank Associates Merchant Services is a leading financial institution located at 413 86th Street in New York, United States. As a bank specializing in merchant services, we offer a wide range of financial products and services to meet the needs of businesses of all sizes. Our experienced team of professionals is dedicated to providing personalized solutions to help our clients succeed in today's fast-paced business environment. Whether you are looking for payment processing solutions, business loans, or other financial services, Bank Associates Merchant Services is here to help. Visit us today to learn more about how we can support your business goals.

East West Bank, located at 5801 8th Avenue in New York, is a leading institution offering a wide range of financial services including ATM, banking, and finance. Our brand ambassador, rising star Rose Zhang, exemplifies the strong foundation that drives performance and results. With a focus on digital banking, our app allows you to control your money from almost anywhere. Our dedicated financial consultants can help create objective-based financial plans to meet your goals, while our low-cost investment strategies and business financing options can help secure your financial future. With expertise in various industries and a focus on affordable housing, East West Bank serves as your financial bridge between East and West, providing the capital and expertise needed to succeed in the global market. Please note that our products are not FDIC insured, not bank guaranteed, and may lose value. Trust in East West Bank for all your financial needs.

Popular Bank is a leading financial institution located at 838 Nostrand Avenue in New York, United States. As a full-service bank, we offer a wide range of banking and financial services, including personal and business accounts, loans, mortgages, and investment opportunities. Our convenient ATM services make it easy for customers to access their funds and manage their finances. With a commitment to providing exceptional customer service and innovative financial solutions, Popular Bank is dedicated to helping individuals and businesses achieve their financial goals.

The Bank of America Financial Center located at 1123 Avenue J in New York, United States, is a leading bank offering a wide range of financial services. Whether you need assistance with personal banking, business banking, loans, investments, or wealth management, our knowledgeable staff is here to help. With a strong reputation for customer service and financial stability, Bank of America is a trusted institution for all of your financial needs. Visit us today to see how we can help you achieve your financial goals.

Check:Time is a trusted institution located at 727 Utica Avenue in New York, United States. Specializing in check cashing and financial services, we provide convenient and reliable solutions for all your financial needs. Whether you need to cash a check, transfer money, pay bills, or access other financial services, our friendly and knowledgeable staff are here to assist you. With competitive rates and a commitment to customer satisfaction, Check:Time is your go-to destination for all your financial needs.

Welcome to TD Bank, conveniently located at 765 Manhattan Avenue, Brooklyn, New York 11222. As your local bank, we offer a wide range of financial services tailored to meet your needs. Whether you're looking for personal banking, credit solutions, investment advice, or financial planning, our dedicated Relationship Manager and team of wealth professionals are here to guide you every step of the way. Thinking about a mortgage? Schedule a meeting with our local mortgage loan officer to prequalify and explore your options, whether you're buying, building, renovating, or refinancing a home.

Welcome to the Bank of America ATM located at 51 Jay Street, Brooklyn, New York 11201. Conveniently positioned in the heart of Brooklyn, this ATM provides you with easy access to your finances, whether you're withdrawing cash, checking your account balance, or performing other banking transactions. Our ATM services are designed to provide you with secure and quick access to your funds, any time of the day or night. By offering mobile notifications, we help you stay informed about your account activities. Please be aware that by providing your mobile number, you consent to receive text messages, and standard messaging fees may apply as per your carrier's terms.

Welcome to Cross County Savings Bank, your trusted financial partner located at 731 Metropolitan Avenue, Brooklyn, New York. Situated in the heart of Williamsburg, we are dedicated to serving the diverse financial needs of our vibrant community. As a full-service bank, we offer a comprehensive range of financial products and services designed to help you achieve your financial goals. Whether you're looking to open a savings account, secure a mortgage, or plan for retirement, our experienced team is here to provide personalized solutions and expert guidance every step of the way. At Cross County Savings Bank, we pride ourselves on delivering exceptional customer service, fostering long-term relationships, and supporting the local community. Visit us today to experience the difference of a community-focused bank that truly cares about your financial well-being.

Welcome to the Bank of America Financial Center, conveniently located at 120 Flatbush Avenue, Brooklyn, New York 11217. As a leading provider in banking and financial services, we are committed to delivering exceptional service and personalized solutions to meet your financial needs. Our experienced team is here to assist you with a wide range of services, including personal and business banking, loans, mortgages, credit cards, and investment options. Whether you're opening your first account, planning for retirement, or managing your business finances, we offer the tools and expertise to help you achieve your goals. Visit us today and experience the trusted service that Bank of America is known for. Your financial success is our priority.

Welcome to Bank of America ATM at 880 Quincy Street, Brooklyn, NY 11221 Discover the convenience and comprehensive financial services offered at the Bank of America ATM located on Quincy Street in the heart of Brooklyn. This state-of-the-art facility is designed to meet your banking needs with ease and efficiency.

Welcome to TD Bank at 20 Graham Avenue, Brooklyn, NY 11206! Conveniently located in the heart of Brooklyn, our branch offers a full range of financial services to meet your banking, credit, investment, and financial planning needs. At TD Bank, we pride ourselves on personalized service, and our dedicated Relationship Managers and team of wealth professionals are here to provide expert advice tailored to your individual needs. We understand that life doesn’t always fit into a 9-to-5 schedule, which is why we operate on human hours. Visit us early, late, or on weekends to get the assistance you need. Whether you're looking to open a new savings account, need an instant debit card, or just want to enjoy some complimentary lollipops and dog biscuits, we're here to help.

Welcome to the Bank of America Financial Center located at 274 7th Avenue in the heart of Brooklyn, New York. As a trusted leader in banking and financial services, we are dedicated to providing exceptional customer service and comprehensive financial solutions tailored to meet your needs. Our state-of-the-art facility offers a wide range of services including personal banking, business banking, loans, mortgages, credit cards, and investment advice. Whether you're opening a new account, planning for your future, or managing your daily finances, our team of experienced professionals is here to help you every step of the way. Visit us today and discover how we can support your financial journey with security, convenience, and personalized care.

Welcome to TD Bank, conveniently located at 490 Myrtle Avenue, Brooklyn, New York 11205. As a trusted partner in banking and finance, we offer a comprehensive range of services to meet your financial needs. Our dedicated Relationship Managers and team of wealth professionals are here to guide you through private banking, credit, investment, and financial planning. Whether you're looking to buy, build, renovate, or refinance your home, our local mortgage loan officer is ready to assist you. Call us to schedule a meeting and begin your mortgage prequalification process.

Welcome to TD Bank, conveniently located at 181 Montague Street, Brooklyn, New York 11201. As your local banking partner, we offer a comprehensive range of financial services tailored to meet your needs. At TD Bank, you can work with a dedicated Relationship Manager and a team of wealth professionals to guide you through private banking, credit, investment, and financial planning. We pride ourselves on our human hours, ensuring that you can visit us early, late, and on weekends. Whether you need an instant debit card, a new savings account, or simply want to enjoy some lollipops and dog biscuits, we’re here for you. Our services include 24/7 ATMs, foreign currency exchange, notary services, and safe deposit boxes, among many others.

Welcome to The First National Bank of Long Island ATM, conveniently located at 227 Smith Street, Brooklyn, New York 11231. As a trusted financial service provider, we are dedicated to meeting your banking needs with ease and efficiency. Our ATM is available 24/7, offering you round-the-clock access to your accounts for withdrawals, deposits, and balance inquiries. Please note that in recognition of the holiday, our bank will close early at 3:00 PM on Wednesday, July 3, and remain closed on Thursday, July 4. However, our Online, Mobile, and Telephone Banking services will continue to be accessible 24/7, ensuring you can manage your finances anytime, anywhere.

Welcome to TD Bank at 957 Marcy Avenue, Brooklyn, New York! As your local hub for banking, finance, and ATM services, we pride ourselves on offering personalized and comprehensive financial solutions to meet your needs. At TD Bank, you can work with a dedicated Relationship Manager and a team of wealth professionals who are ready to guide you through private banking, credit, investment, and financial planning. Whether you're looking to prequalify for a mortgage or explore refinancing options, our local mortgage loan officers are here to assist you every step of the way.

Welcome to Amalgamated Bank, your trusted financial partner conveniently located at 1212 Fulton Street, Brooklyn, New York 11216. As a leading provider in the banking and finance sector, we are committed to helping our community achieve financial wellness. Our full-service bank offers a wide range of services including personal and business banking, loans, savings and checking accounts, and investment solutions tailored to meet your unique needs. At Amalgamated Bank, we pride ourselves on our customer-centric approach, ensuring that every client receives personalized attention and expert financial advice. Our state-of-the-art ATMs are available 24/7, providing you with easy access to your funds whenever you need them. Whether you're looking to manage your day-to-day finances or plan for the future, our experienced team is here to guide you every step of the way.

Welcome to the Santander Bank Branch located at 1298 Fulton Street, Brooklyn, New York 11216. As a trusted financial institution, we are committed to providing exceptional banking services to the community. Our branch offers a wide range of financial solutions, including personal and business banking, loans, mortgages, and investment services. Our knowledgeable and friendly staff are dedicated to helping you achieve your financial goals with personalized advice and support. Whether you're opening a new account, seeking a loan, or planning for the future, we are here to assist every step of the way. Visit us today and experience the convenience and reliability of Santander Bank.

Welcome to Melnut Cheap Car Insurance Brooklyn, your trusted partner in affordable and comprehensive car insurance solutions. Conveniently located at 1380 Fulton Street in the heart of Brooklyn, New York, we specialize in providing tailored insurance plans that meet your unique needs and budget. As a dedicated insurance agency, we pride ourselves on delivering exceptional customer service, ensuring you receive the best coverage options without breaking the bank. At Melnut Cheap Car Insurance Brooklyn, we understand the importance of feeling secure on the road. Our experienced team is committed to guiding you through the insurance process, offering expert advice and personalized plans that protect you and your vehicle. Whether you're a new driver or seeking better rates, we are here to help you find the perfect policy.

Welcome to Bank of America (Lobby Service Only), conveniently located at 515 Ocean Avenue, Brooklyn, New York 11226. As a trusted name in banking and finance, we are committed to providing our community with exceptional service and financial solutions tailored to meet your needs. Our lobby services are designed to offer you a seamless and efficient banking experience, with a focus on personalized customer care. Whether you're looking to open a new account, seek advice on financial planning, or simply manage your existing finances, our knowledgeable staff is here to assist you every step of the way. At our Ocean Avenue location, you'll find a welcoming environment where your financial well-being is our top priority.

Welcome to TD Bank at 2-4 Flatbush Avenue, Brooklyn, NY 11217! As your local bank and financial partner, we offer a comprehensive range of services designed to meet all your banking needs. Whether you're looking for an ATM, private banking advice, or financial planning, our dedicated Relationship Manager and team of wealth professionals are here to assist you. We provide personalized guidance on private banking, credit, investment, and financial planning to help you achieve your financial goals. If you're in the market for a new home or looking to refinance, our local mortgage loan officers are available to guide you through the mortgage process. Schedule a consultation to prequalify and explore your options.