TOP 30 Banking and financial planning in New York, New York

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Welcome to Electronic Payments, your trusted partner in cutting-edge financial technology, located at 1161 Scott Avenue, Calverton, New York. As a leading provider in the finance industry, we specialize in offering advanced point of sale and payment processing solutions tailored to meet the diverse needs of your business. Our innovative in-house processing platform, Cygma®, combined with our versatile Exatouch® Point of Sale system, empowers businesses across various sectors, including restaurants, retail, and service industries, to optimize operations, enhance customer experiences, and boost profitability. We pride ourselves on providing seamless integration with the latest payment methods, ensuring your business can accept all the payment types your customers prefer.

Welcome to Bridge Capital Solutions Corp., your trusted partner in banking and finance located in the heart of Southampton, New York. Situated at 425 County Road 39A, we are dedicated to providing exceptional financial services tailored to meet the diverse needs of our community. At Bridge Capital Solutions Corp., we understand that financial success is built on strong relationships and personalized solutions. Our team of experienced professionals is committed to delivering a comprehensive range of services, including personal and business banking, investment advice, and financial planning. Whether you're looking to manage your day-to-day finances, grow your wealth, or secure your financial future, we have the expertise and resources to help you achieve your goals.

Welcome to James Grossi - State Farm Insurance Agent, your trusted insurance agency located at 801 County Road 39, Southampton, New York 11968. As summer approaches, it's the perfect time to revisit your financial goals and insurance plans. Have you reviewed them lately? Our dedicated team is here to help you get on the right track for the season ahead! Call or stop by today to learn more. At James Grossi State Farm, we proudly serve the Southampton community and surrounding areas, including East Hampton, Bridgehampton, Watermill, West Hampton Beach, Hampton Bays, Riverhead, East Moriches, Center Moriches, and Manorville. Our experienced and knowledgeable team is committed to providing excellent service to every customer.

Welcome to ATM (Shell) located at 250 East Montauk Highway, Hampton Bays, New York 11946. Conveniently situated within the Shell station, our ATM provides quick and easy access to your financial needs, whether you're on the go or planning a visit to the beautiful Hampton Bays area. Our reliable and user-friendly ATM services are available 24/7, ensuring you have access to cash withdrawals, balance inquiries, and other essential banking transactions whenever you need them. We prioritize your convenience and security, offering a seamless experience to both locals and visitors. Stop by ATM (Shell) for all your financial transactions while enjoying the charm and amenities of Hampton Bays.

Welcome to CDReload at CVS, your go-to solution for purchasing Bitcoin with cash in Southampton, New York. Conveniently located at 111 Main Street, our service is designed to make cryptocurrency transactions simple, secure, and instant. With over 16,000 participating locations nationwide, including major retail chains like CVS and Rite Aid, CDReload offers a hassle-free way to convert cash into Bitcoin. Simply walk into any of our partner stores, scan your barcode at the register, and deposit your cash. The funds are instantly credited to your CDReload account, allowing you to buy Bitcoin and transfer it to your digital wallet seamlessly.

Welcome to Schwenk Wealth Group Located at 223 West Montauk Highway, Hampton Bays, New York, Schwenk Wealth Group is your trusted partner in finance and wealth management. Our mission is to help you prioritize your financial objectives and prepare to achieve them through professional wealth management strategies. We are dedicated to guiding our clients in navigating the financial landscape, whether it's managing investments, planning for retirement, or building a secure financial future.

Welcome to Michael Schwenk - RBC Wealth Management, located at 223 West Montauk Highway, Hampton Bays, New York. As a leading finance firm, we specialize in professional wealth management, helping you prioritize your financial objectives and prepare to achieve them. Our dedicated team is committed to assisting you in navigating the complexities of wealth building, ensuring a secure financial future. We are proud to announce that our Financial Advisor, Michael Schwenk, was recognized as a Forbes Next-Gen Wealth Advisor in 2023. This national acknowledgment affirms our commitment to providing exceptional service to our clients.

Welcome to Teachers Federal Credit Union, located at 460 County Road 111, Manorville, New York 11949. As a leading financial institution, we pride ourselves on offering some of the best savings solutions in the industry. With our Smart Checking account, you can earn 16 times the national average, ensuring your money works harder for you. Our competitive credit card rates and tailored financial solutions are designed to meet your unique needs, whether you're purchasing a new home or leveraging your equity. At Teachers, we are deeply committed to our community, dedicating our time and resources to support non-profit organizations that focus on education, research, health and human services, and economic development. Our contributions through charitable giving, partnerships, and scholarships have made a significant impact.

Welcome to Ted Morales - State Farm Insurance Agent, your trusted insurance partner in Hampton Bays, New York. Located at 252 West Montauk Highway, we are proud to serve our community and the greater Suffolk and Nassau Counties, including East Hampton, West Hampton, Southampton, Sag Harbor, Bridgehampton, Montauk, Shirley, Riverhead, and the five boroughs. Our mission is to help you manage the risks of everyday life, providing comprehensive insurance solutions tailored to your unique needs. Established in 2019, our agency is driven by a commitment to making a genuine impact on the lives of our neighbors. With over 30 years of industry experience, Ted Morales, our dedicated State Farm agent, leads a team that is fluent in both English and Spanish, ensuring clear communication and exceptional service for every client. We specialize in a wide range of insurance products, including auto, home, life, renters, health, and business insurance, as well as pet insurance and coverage for recreational vehicles, campers, jet-skis, and snowmobiles.

Welcome to Kathleen Handley - State Farm Insurance Agent, your trusted partner in protecting what matters most. Conveniently located off exit 70 on the Long Island Expressway, in the McDonald's/King Kullen shopping center at 460 County Road 111, Suite 5, Manorville, NY, we are dedicated to serving the Manorville community and beyond. With over 30 years of insurance experience, our team is passionate about helping you manage everyday risks, recover from the unexpected, and realize your dreams. At Kathleen Handley State Farm Agency, we offer a wide range of insurance products tailored to meet your unique needs, including auto, home, life, business, and even pet insurance. Whether you're in need of a personal evaluation of your coverage or seeking advice on protecting your business, our knowledgeable team is here to assist you in both English and Spanish. We pride ourselves on providing exceptional customer service and ensuring all our quotes are free and completed in less than 15 minutes.

Welcome to Suffolk Credit Union, your trusted financial partner located in the heart of Eastport, New York. Conveniently situated at 5 Eastport Manor Road, we are dedicated to providing our community with exceptional banking and financial services tailored to meet your needs. Whether you're looking to manage your daily finances or plan for a secure future, Suffolk Credit Union offers a wide range of services, including personal and business banking, loans, and ATMs for easy access to your funds. Our friendly and professional staff are committed to delivering personalized solutions and expert guidance to help you achieve your financial goals. Visit us today and experience the difference of a community-focused credit union that puts you first.

Welcome to ATM (Bethpage) located at 311 Main Street, Center Moriches, New York 11934, where your financial needs are our top priority. As a trusted financial institution, we offer a range of services designed to help you manage and grow your wealth effectively. Exclusive Offers: - 9-Month Certificate: Earn a competitive 5.40% APY with a low minimum balance of $50. This is a great opportunity for those looking to maximize their savings over a short term. Please note that early withdrawal penalties may apply.

Welcome to Oppenheimer & Co. Inc., located at 11A Sunset Avenue, Westhampton Beach, New York. As a leading global financial institution, we specialize in Wealth Management, Capital Markets, and Investment Banking solutions. Since 1881, we have been crafting customized strategies to meet the unique goals of our clients, leveraging our extensive experience, resources, research, and knowledge to make a positive impact on society and improve our communities. Our team of dedicated Financial Professionals is here to guide you through all your wealth management needs. With a focus on delivering deep insight and expertise in financial planning, we drive investment ideas and opportunities to help you achieve your personal goals. At Oppenheimer, we pride ourselves on our powerful thinking—whether it's providing unmatched expertise for municipalities, institutions, and emerging growth companies, or offering strategic advisory and capital market strategies backed by over a century of industry expertise.

Welcome to Teachers Federal Credit Union Located at 248 Main Street, Center Moriches, New York, Teachers Federal Credit Union is your trusted partner in finance, dedicated to helping you achieve your financial goals. We pride ourselves on offering some of the industry's best savings solutions, allowing you to earn up to 16 times the national average with our Smart Checking accounts, ensuring your money works harder for you.

Welcome to St. Lawrence Federal Credit Union, your trusted financial partner located at 6585 New York 56, Potsdam, New York. As a member-focused financial institution, we are dedicated to providing exceptional financial services that cater to the unique needs of our community. Our comprehensive range of services includes savings and checking accounts, loans, mortgages, and investment opportunities, all designed to help you achieve your financial goals. At St. Lawrence Federal Credit Union, we pride ourselves on delivering personalized service with a commitment to integrity and transparency. Whether you're planning for the future, managing your daily finances, or looking for the right loan, our experienced team is here to assist you every step of the way. Join us today and experience the difference of banking with a credit union that truly values its members.

Welcome to KeyBank, your trusted financial partner located at 17 Elm Street, Potsdam, New York. As a leading provider of banking and financial services, KeyBank is dedicated to helping you achieve your financial goals with ease and convenience. Whether you're looking to manage your day-to-day banking needs, plan for the future, or access quick and reliable financial solutions, our team of experienced professionals is here to assist you every step of the way. At KeyBank, we offer a comprehensive range of services designed to meet the diverse needs of our community. Our state-of-the-art ATM facilities provide fast and secure access to your funds, allowing you to withdraw cash, check balances, and perform transactions at your convenience. Our banking services include checking and savings accounts, loans, mortgages, and investment solutions tailored to fit your unique financial situation.

Probate Kings County: Your Trusted Partner in Estate Management Welcome to Probate Kings County, a dedicated local government office located at 1110 Pennsylvania Avenue, Brooklyn, New York 11207. We specialize in providing comprehensive probate law services to the residents of Kings County, New York. With extensive experience in handling estates, whether testate or intestate, our team is committed to delivering practical advice and solutions tailored to meet your legal and business objectives efficiently and cost-effectively.

Welcome to First Source Federal Credit Union, your trusted partner in financial services located conveniently at 50 Auert Avenue, Utica, New York 13502. As a member-focused financial institution, we are committed to providing exceptional service and innovative solutions to meet your banking needs. Whether you're looking to manage your daily transactions, secure a loan, or plan for the future, our comprehensive range of financial products and services are designed to help you achieve your goals. Our state-of-the-art ATM facility ensures you have easy and secure access to your funds whenever you need them. At First Source Federal Credit Union, we prioritize your financial well-being and are dedicated to supporting the community we serve. Visit us today and experience the difference of personalized, community-driven banking.

Welcome to Glenn Carr - State Farm Insurance Agent, your trusted local insurance agency located at 3985 Oneida Street, New Hartford, New York. Serving the greater Utica area since 2007, we pride ourselves on delivering exceptional customer service and offering comprehensive insurance solutions tailored to your needs. Our team, including licensed agent Rachel Hughes, is dedicated to helping you navigate your insurance options, whether it's for your car, home, life, or renters insurance. We also provide specialized services such as Flood Insurance and Health Insurance, along with retirement planning. Our commitment is to ensure you have the right coverage that fits your lifestyle, providing peace of mind for you and your family.

Welcome to Leatherstocking Credit Union, your trusted financial partner located in the heart of Cooperstown, New York. Situated at 24 Glen Avenue, Cooperstown, NY 13326, we are proud to serve our community with a wide range of financial services tailored to meet your needs. As a member-focused credit union, we offer a variety of banking solutions including savings and checking accounts, loans, and convenient ATM services. Our commitment to personalized service ensures that every member receives the attention and support they deserve. Whether you’re looking to manage your daily finances, plan for the future, or need assistance with a loan, our friendly and knowledgeable team is here to help. Visit us today and experience the difference of a community-focused financial institution. At Leatherstocking Credit Union, your financial well-being is our priority.

Welcome to Visions Federal Credit Union, your trusted financial partner located at 5001 New York 23 in Oneonta, New York. As a member-focused financial institution, we are committed to providing exceptional service and a comprehensive range of financial products to help you achieve your financial goals. Whether you're looking for personal banking solutions, competitive loan options, or innovative financial planning services, our dedicated team is here to assist you every step of the way. At Visions Federal Credit Union, we prioritize your financial well-being and strive to create a welcoming and supportive environment for all our members. Visit us today and discover how we can help turn your financial visions into reality.

Welcome to KeyBank, your trusted financial partner located at 202 Main Street, Oneonta, New York. As a prominent bank and finance institution, we are dedicated to serving the Oneonta community with a wide range of financial services tailored to meet your needs. Whether you're looking to open a new account, secure a loan, or plan for your financial future, our knowledgeable team is here to provide personalized solutions and expert advice. Our conveniently located ATM offers 24/7 access to your funds, ensuring you can manage your finances anytime, anywhere. At KeyBank, we pride ourselves on delivering exceptional customer service and innovative banking solutions to help you achieve your financial goals. Visit us today and experience the difference at KeyBank, where your financial well-being is our top priority.

Welcome to State Farm Insurance, your trusted local insurance agency located at 5375 New York 7, Oneonta, New York 13820. At State Farm, we're committed to providing you with personalized insurance solutions that not only meet your needs but also help you save. With our State Farm® Personal Price Plan®, you can tailor your protection while exploring a variety of savings options. Whether you bundle your vehicle insurance with homeowners, renters, condo, or life insurance, you could save significantly. Our dedication to customer satisfaction is reflected in the numbers—since 1922, we’ve been safeguarding what matters most to our clients. With over 91 million policies and accounts, we’re already serving many of your neighbors. Every policy comes with a dedicated agent, ready to assist you whenever you need a hand.

Welcome to USA Land Ventures, Inc., your trusted partner in real estate investment, conveniently located at 175 Park Avenue, Brooklyn, New York 11205. As a distinguished real estate agency, we pride ourselves on setting ourselves apart from the competition by offering unparalleled expertise and innovative investment opportunities. Our mission is simple yet profound: “helping you to invest in your future.” At USA Land Ventures, we specialize in providing turn-key real estate investment opportunities that cater to both seasoned investors and those new to the market. Our unique approach involves acquiring properties in bulk at discounted rates from individual owners, developers, and banks, which enables us to pass on these savings to our investors. This strategy ensures that we can offer properties at competitive prices while maximizing your return on investment.

Welcome to Easy Sell Property Solutions, your trusted partner in real estate solutions, located at 248 New York 25A, Setauket-East Setauket, New York 11733. With over 20 years of experience, we specialize in helping homeowners sell their properties quickly, easily, and for cash, no matter the condition of the house. Recognized as an “Investor with Integrity” by Kevin Harrington, we pride ourselves on offering a hassle-free and transparent process tailored to your needs. At Easy Sell Property Solutions, we understand that life can present unexpected challenges, whether it's foreclosure, estate settlements, divorce, or simply owning a property that doesn't suit your needs. Our mission is to provide you with a fast, no-obligation cash offer within just 7 days, helping you turn your property woes into an opportunity for financial relief.

Welcome to Clear Coast Realty, your premier real estate agency located at 439 Main Street, Islip, New York. As New York’s top realtors specializing in foreclosures and short sales, we understand that selling a home in challenging circumstances can be a daunting task. Our experienced team is dedicated to providing expert guidance and personalized solutions for homeowners across Long Island, Nassau, and Suffolk County. Whether you're dealing with probate, foreclosure, underwater mortgages, or inherited properties with complex financial issues, Clear Coast Realty is here to help. Our skilled agents have a proven track record of navigating difficult sale situations, ensuring you sell your property quickly and with maximum financial benefit. We pride ourselves on offering a stress-free experience, handling everything from clearing title issues and liens to negotiating short sales and managing property cleanouts.

Welcome to James Morgan - Global Real Estate Advisor, your trusted partner in navigating the dynamic real estate markets of New York and New Jersey. Located at 28080 Main Road, Cutchogue, New York 11935, Jim Morgan brings a wealth of experience and a personal touch to every client interaction, ensuring your real estate journey is both successful and enjoyable. Having joined Daniel Gale Sotheby's International Realty in late 2021, Jim is distinguished by his extensive background in the financial sector, with over 25 years at leading institutions like JP Morgan Chase and Morgan Stanley. This expertise, combined with his passion for real estate, makes him a formidable advisor in the property market.

Welcome to the Town of Tompkins, a dedicated local government office located at 148 Bridge Street, Trout Creek, New York. Our mission is to serve the community by facilitating transparent governance and efficient public service delivery. The Town of Tompkins Town Board holds regular monthly meetings, providing a platform for community members to engage with local governance. These meetings are vital for discussing town affairs, approving resolutions, and addressing both new and old business matters. Recent discussions have included community projects such as the development of a walking trail and contributions towards a new ambulance for the local fire department.

Welcome to KeyBank, your trusted partner in banking and financial services, conveniently located at 1674 County Route 7A in the heart of Copake, New York. At KeyBank, we are committed to providing our community with a comprehensive range of financial solutions tailored to meet your needs. Whether you're looking to manage your day-to-day finances, plan for the future, or access funds through our state-of-the-art ATM services, KeyBank is here to support you every step of the way. Our team of knowledgeable professionals is dedicated to offering personalized assistance and expert advice to help you achieve your financial goals.