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TOP 30 Banking for entrepreneurs in New York, NY
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Community Capital New York
Community Capital New York is a nonprofit organization located at 44 Executive Boulevard in Elmsford, New York. As a bank and finance institution, we specialize in providing financing for small businesses and affordable housing development in the Hudson Valley. Our mission is to offer flexible and responsible loan options to help businesses grow and communities thrive. Whether you are looking to start a new business or expand an existing one, we are here to support you. Contact us at info@communitycapitalny.org for general inquiries or to connect with a loan officer. For questions about affordable housing development loans, please reach out to Kelly Almanzar at kalmanzar@communitycapitalny.org. Join us in building a stronger and more vibrant community in New York State.
National Bank of Coxsackie
The National Bank of Coxsackie, located at 3 Reed Street in Coxsackie, New York, is a trusted financial institution offering a range of banking services. From personal accounts to business solutions, the bank provides a fast, safe, and easy way to manage your finances. With Clover, customers have access to everything they need to run their businesses smoothly. Whether you need to send money to friends and family or streamline your business operations, the National Bank of Coxsackie is here to help.
Community Bank, N.A.
Community Bank, N.A. is a full-service financial institution located at 567 Columbia Turnpike in East Greenbush, New York, United States. We offer a wide range of banking and finance services, including mobile and online banking, business loans, home equity loans, and financial planning. Our goal is to provide the highest level of customer service and help our clients achieve their financial goals. We also offer resources on how to protect yourself against fraud, including smishing scams. Whether you're a new customer or an existing one, we are here to assist you every step of the way. Visit us today and let us help you with your financial needs.
The Bank Building - Offered by Glen Street Associates
The Bank Building, offered by Glen Street Associates, is a historic institution located at 136 Glen Street in Glens Falls, New York, United States. This beautiful building has been renovated to accommodate various businesses, including a store. With its prime location in the heart of downtown Glens Falls, The Bank Building offers a unique and charming space for retail businesses to thrive. Experience the charm and character of this iconic building while enjoying a day of shopping in this bustling area.
Premier Insurance New York
Premier Insurance New York is a leading insurance agency located at 75 Bank Street in Orchard Park, New York. With a commitment to providing top-notch insurance solutions to individuals and businesses in the community, Premier Insurance New York offers a wide range of insurance products and services tailored to meet the unique needs of their clients. Whether you are looking for auto, home, life, or business insurance, their team of experienced agents is dedicated to helping you find the right coverage at the best possible rates. Trust Premier Insurance New York for all your insurance needs and experience peace of mind knowing you are protected.
M&T Bank
M&T Bank is a trusted financial institution located at 271 Main Street in Arcade, New York. Our branch offers a wide range of banking services, including personal banking for individuals looking to open accounts or apply for loans, mortgages, and credit cards. Our knowledgeable personal bankers are here to assist you every step of the way, ensuring you find the best financial solutions tailored to your needs. In addition to personal banking, M&T Bank also provides commercial and small business solutions for entrepreneurs and businesses of all sizes. Our Business Banking Specialists are dedicated to helping you manage your finances, whether you're starting a new venture or expanding an existing one.
Bank of America Private Client Advisor Jing J Chen
Bank of America Private Client Advisor Jing J Chen is a Managing Director and Private Client Advisor located at 300 Broadhollow Road, Melville, New York, United States. Jing works closely with entrepreneurs, business owners, and executives, offering personalized financial advice in Mandarin and Cantonese. He leads a team of specialists in investment management, trust and estate planning, banking and lending, family office services, and business and succession planning. With a focus on clarity and responsiveness, Jing helps clients make informed decisions about their financial lives and legacies. He is committed to each client's long-term best interests and provides guidance on dynamic market conditions and evolving family priorities. Jing is a Certified Financial Planner™ and holds the Chartered Retirement Planning Counselor™ designation. Outside of work, Jing is involved in the Chinese American community in Queens. The team at Bank of America Private Bank is dedicated to building strong client relationships based on trust and personal experience. They take the time to understand each client's needs and goals to create strategies that aim to meet their best interests now and in the future. With a history of over 200 years, Bank of America Private Bank helps clients manage significant wealth by offering personalized approaches and resources to achieve financial objectives. The institution values innovation and provides disciplined financial strategies to help clients navigate the complexities of the financial landscape. Please note that Bank of America Private Bank does not provide legal, tax, or accounting advice, and clients should consult their advisors before making financial decisions. Investing involves risk, and past performance does not guarantee future results. For more information, visit the Bank of America website."
Bank of America Private Client Advisor Vincent A Keaveny
Bank of America Private Client Advisor Vincent A Keaveny, located at 300 Broadhollow Road in Melville, New York, offers wealth management guidance for clients with complex financial needs. With nearly two decades of experience, Vincent specializes in serving high-net-worth individuals, families, non-profit organizations, entrepreneurs, and more. He leads a team of specialists to deliver personalized wealth management strategies based on individual objectives. Vincent's background includes roles at JP Morgan Chase and Citigroup Investment Services before joining Bank of America Private Bank in 2004. He holds a B.A. in economics from Fordham University and an M.B.A. in finance from Hofstra University. Active in his community, Vincent enjoys competing in local running races and triathlons. The team at Bank of America Private Bank is dedicated to building strong client relationships based on trust and personal experience. They listen carefully to clients' needs and goals to create tailored strategies that aim to meet their best interests now and in the future. With a history of over 200 years, Bank of America Private Bank helps clients manage significant wealth by providing personalized approaches and leveraging the resources of Bank of America. Their commitment is to make clients' financial objectives a top priority, whether it's preserving wealth, building philanthropic legacies, or planning for future growth. Through a focus on innovation and disciplined financial strategies, Bank of America Private Bank aims to help clients navigate evolving markets and the complexities of the financial landscape. Please note that Bank of America Private Bank's website may direct you to FINRA’S BrokerCheck and that they do not provide legal, tax, or accounting advice. It's recommended to consult legal and tax advisors before making financial decisions.
Upstate National Bank
Upstate National Bank is a nationally chartered community bank located at 77 Main Street, Philadelphia, New York, United States. Established in 1922, our focus is on providing a safe and secure environment for clients to transact, invest, and borrow, while also contributing to community prosperity and growth in the markets we serve. Our specialty lies in servicing the investment and capital borrowing needs of small and medium-size businesses, entrepreneurs, and professionals in our geographic marketplaces. Our tailored products and services are designed to meet the everyday banking needs of our clientele. Our team is dedicated to providing personalized advice and guidance to make banking with us a seamless and beneficial experience. Whether you need personal or business loans, we are here to help you manage your finances effectively. With a range of loan programs available, you can find one that suits your goals. Our full-service bank offers solutions for business, real estate, and personal loans. At Upstate National Bank, exceptional service is our priority, and we strive to exceed expectations in all interactions. Let us streamline your personal and business banking needs so that you can focus on what matters most.
ConnectOne Bank
ConnectOne Bank, located at 48 South Service Road in Melville, New York, is a trusted financial institution offering a range of banking solutions for both personal and business needs. Did you know that writing checks could put you at risk of check fraud? That's why ConnectOne Bank hosts annual Shred Events where you can securely shred your documents on-site with Legal Shred paper shredding service. With your ConnectOne Bank Visa® Debit Card, you can conveniently use Mobile Wallet for easy transactions. The bank offers banking blueprints tailored to meet the needs of entrepreneurs, as well as access to over 55,000 surcharge-free ATMs worldwide through their partnership with AllPoint®.
Flagstar Commerical & Private Banking
Flagstar Commercial & Private Banking is a trusted financial institution located at 68 South Service Road in Melville, New York. Specializing in ATM services, banking, and finance, Flagstar offers a wide range of commercial and private banking solutions to meet the needs of businesses and individuals. With a commitment to providing personalized service and innovative financial products, Flagstar is dedicated to helping clients achieve their financial goals. Visit us today to experience the convenience and expertise of Flagstar Commercial & Private Banking.
The HBC Group - Morgan Stanley
The HBC Group - Morgan Stanley is a prestigious finance institution located at 2000 Westchester Avenue in Harrison, New York, United States. As part of the renowned Morgan Stanley brand, the institution offers a wide range of financial services and expertise to individuals and businesses alike. With a focus on personalized financial solutions and wealth management, The HBC Group - Morgan Stanley is dedicated to helping clients achieve their financial goals and secure their financial future.
Total Solutions Financing
Total Solutions Financing is a finance institution located at 310 New York Avenue in Huntington, New York, United States. We specialize in providing financing solutions for a wide range of needs, from computer equipment to heavy machinery, restaurant equipment, and everything in between. With terms up to 7 years and rates as low as 5%, Total Solutions Financing is your one-stop shop for all your dealership needs. Whether you're in need of yellow iron, new or used work vehicles, heavy equipment, restaurant or office equipment, Total Solutions Financing has you covered. We offer financing options from $50k to $5 million, with rates as low as 0.08% per month. Our bank-backed lines of credit, single digit rates, and revolving credit facilities ranging from 6 to 60 months make us the go-to choice for all your financing needs.
Stony Brook Small Business Development Center
The Stony Brook Small Business Development Center, located at 1512 Development Drive in Stony Brook, New York, is dedicated to helping small businesses thrive and succeed. They offer a range of services and resources to support entrepreneurs, including workshops and events such as the Bank of America Hispanic Initiative Award Ceremony and seminars on topics like the power of video for business and mastering local search directories. The center also provides information on avoiding scams and fraud schemes, as well as opportunities for businesses in the offshore wind industry. Additionally, they offer guidance on tax considerations for filing in 2023 and information on small business programs in New York State.
Merrill Lynch Financial Advisor Daniel S Sullivan
Merrill Lynch Financial Advisor Daniel S Sullivan is a prestigious finance institution located at 26 Century Hill Drive, Latham, New York, United States. The institution is known for its exceptional client service and has been recognized by Forbes for its outstanding wealth management teams and next-generation wealth advisors. The team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service. They believe in understanding each client's goals and priorities to create a financial approach tailored to their needs. With access to the global resources of Merrill and banking solutions from Bank of America, the team helps clients manage, grow, and preserve their wealth. By utilizing tools like the Investment Personality Assessment and the Merrill Personal Wealth Analysis™, they can develop personalized plans centered on each client's goals. The advisors at Merrill Lynch are committed to helping clients achieve their financial goals and stay on track, no matter how their life and the markets may change. With a focus on understanding each client personally, Merrill Lynch Financial Advisor Daniel S Sullivan offers customized investment strategies and comprehensive financial solutions to help clients live their best financial lives.
NBT Insurance Agency
NBT Insurance Agency is a reputable insurance agency located at 185 Margaret Street in Plattsburgh, New York. As a trusted provider of insurance services, we offer a wide range of coverage options to meet the needs of individuals and businesses in the area. Our knowledgeable agents are dedicated to helping clients find the best insurance solutions to protect their assets and provide peace of mind. Whether you are looking for auto, home, life, or business insurance, NBT Insurance Agency is here to help you navigate the complexities of the insurance market and find the right policy for your specific needs. Visit us today to learn more about our services and how we can assist you in protecting what matters most.
Merrill Lynch Financial Advisor J Scott Freeman
Merrill Lynch Financial Advisor J Scott Freeman is a finance institution located at 2 Court Street, Binghamton, New York, United States. J. Scott Freeman, the Senior Vice President, Wealth Management Advisor, has over 30 years of experience providing financial and wealth management advice. He holds professional designations such as Certified Investment Management Analyst, CIMA®, Chartered Retirement Planning Counselor, CRPC, and Certified Plan Fiduciary Advisor, CPFA. Scott leads the Consulting Services practice for Freeman & Associates, focusing on money management and asset allocation, particularly for retirement plans for small and mid-sized businesses. The institution follows the Merrill tradition of community involvement and offers Merrill Personal Wealth Analysis™ to help clients build personalized financial plans. The team, supported by the global resources of Merrill, is dedicated to building strong client relationships based on trust and personalized service. The institution believes in a client-focused approach, starting with a conversation to understand and prioritize the goals of each individual. The team utilizes the Investment Personality Assessment to customize financial approaches based on the client's preferences and goals. The institution is committed to helping clients manage, grow, and preserve their wealth while addressing their financial needs. With access to investment insights from Merrill and banking solutions from Bank of America, the team works with clients to develop personalized plans to achieve their financial goals. The institution values ongoing communication with clients to review progress and make adjustments to the financial approach as needed. Clients can expect a dedicated one-on-one relationship with Merrill Lynch Wealth Management Advisors focused on helping them pursue their goals.
Capacity Bookkeeping
Capacity Bookkeeping is a trusted institution located at 210 East Main Street in Middletown, New York, United States. Specializing in accounting and finance, we understand the importance of accurate and reliable bookkeeping for your business. Our team of vetted professional bookkeepers allows you to focus on operations and sales, while we handle the financial aspects. Your CPA will appreciate working with us as we speak the same language when it comes to financial matters. With no contracts and Certified QuickBooks Advisors on staff, we ensure that your books are done right the first time. Our robust reporting features are available 24/7, giving you easy access to important financial data. Say goodbye to the days of managing your business without Capacity Bookkeeping – you'll wonder how you ever did it before.
E-2 Visa Business Advisor - Visa Franchise
E-2 Visa Business Advisor - Visa Franchise is a reputable institution located at 745 5th Avenue, New York, United States. They specialize in providing visa solutions for specialized knowledge employees, executives, managers, investors, and professionals looking to secure the best U.S. investment/work opportunities. The institution offers a range of services including business search and analysis, business entity and bank account creation, relocation services, and more. They can also connect you with a licensed independent immigration attorney to assist with your visa application process. With a track record of assisting over a thousand families in achieving their American Dream, Visa Franchise offers money-back guarantees if they fall short of expectations. They offer visa solutions for professionals, investors, and entrepreneurs looking to relocate to the U.S. quickly and economically. In addition to visa services, they provide comprehensive support services such as access to immigration attorneys, franchise attorneys, international moving services, health insurance options, and assistance with finding suitable living arrangements. Customers have praised Visa Franchise for their professionalism, knowledge, and results-oriented approach. Please note that Visa Franchise is not a law firm and all services require the client to engage an independent immigration attorney for visa applications.
Merrill Lynch Financial Advisor Grant O Aidner
Merrill Lynch Financial Advisor Grant O Aidner is a finance institution located at 225 Liberty Street, New York, New York, United States. Grant O Aidner, Wealth Management Advisor, First Vice President, has been in the financial services industry since 2003. The institution focuses on delivering a comprehensive approach to managing wealth, tailored to individual needs. Merrill Personal Wealth Analysis™ is used to build personalized plans centered on goals and aspirations. The institution believes in starting every relationship with a conversation to understand clients' goals and priorities. Merrill offers tools to help clients keep track of changes in their lives and adjust their financial approach accordingly. The institution's advisors are dedicated to helping clients understand investing and navigate the financial markets. They work with clients to develop customized investment approaches that address their needs and goals. Merrill Lynch Wealth Management Advisors provide personalized investment strategies and access to comprehensive financial solutions from Bank of America. Grant Aidner is registered to do business in multiple states and holds certifications such as CFP® and CPWA®. The institution emphasizes the importance of understanding the risks involved in investing and encourages clients to consult legal and tax advisors before making financial decisions. Merrill Lynch Financial Advisor Grant O Aidner is committed to helping clients achieve their financial goals through personalized, tailored strategies.
Wall Street Services
Wall Street Services is a leading finance institution located at 11 Broadway in the heart of New York City's financial district. With a reputation for excellence in the industry, Wall Street Services offers a wide range of financial services including investment banking, asset management, and financial consulting. Their team of experienced professionals is dedicated to providing top-notch financial solutions to clients both locally and globally. Whether you are a seasoned investor or a first-time entrepreneur, Wall Street Services is committed to helping you achieve your financial goals. Visit their office in New York, New York, United States to learn more about how they can assist you with your financial needs.
Merrill Lynch Financial Advisor Maria Schnirman
Merrill Lynch Financial Advisor Maria Schnirman is a bilingual professional with over two decades of experience in the financial services industry, specializing in working with entrepreneurs and high-net-worth individuals. Located at 114 West 47th Street, New York, New York, United States, Maria focuses on creating personalized financial plans based on clients' values and goals. She helps clients navigate financial stress and achieve progress, aiming to preserve their wealth and provide confidence, balance, and security for their family and business financial futures. Maria is dedicated to the financial well-being of her clients, offering access to investment insights from Merrill and banking convenience from Bank of America to address all aspects of clients' financial lives. She is passionate about delivering excellent service and helping clients pursue their goals, following the Merrill tradition of community involvement through volunteering. Maria offers the Merrill Personal Wealth Analysis™ to develop a customized plan focused on clients' goals and aspirations. By understanding clients' priorities and providing personalized advice, Maria helps clients manage, grow, and preserve their wealth while addressing changes in the market and in their lives. With a focus on building relationships and understanding individual needs, Maria strives to help clients achieve their financial goals and stay on track through life's changes.
KPMG LLP
KPMG LLP, located at 345 Park Avenue in New York, is a finance institution that is dedicated to creating a caring, inclusive, Purpose-led and Values-driven culture. They work with asset management firms, from institutional investors to wealth management, helping them make bold decisions for future success. They also assist the world's largest banks and fintech companies in creating a future that is interconnected, secure, and frictionless for their clients. Additionally, KPMG LLP helps tackle difficult issues in the energy sector, provides meaningful results in the public sector, transforms biotechnology and pharmaceutical corporations, assists insurers with regulatory changes, and ensures public interest by providing objective assurance over data. They help businesses navigate compliance demands and complex changes, create lasting value for responsible growth, and support entrepreneurs in building successful businesses. By signing up, individuals can gain access to personalized content and viewpoints from KPMG leaders and subject matter experts worldwide. Please note that KPMG International Limited is a separate legal entity and does not provide services to clients. For more information about their structure, visit their website.
Merrill Lynch Private Wealth Advisor Joshua A. Hidalgo
Merrill Lynch Private Wealth Advisor Joshua A. Hidalgo is located at 225 Liberty Street in New York, New York, United States. This finance institution offers industry-leading research and expert analysis to help wealthy individuals and families stay ahead in managing their wealth. With a focus on personalized attention and wealth management solutions, the institution combines global capabilities with a deep understanding of complex financial needs to help clients achieve their goals. Joshua Hidalgo, a Senior Vice President and Private Wealth Manager at Merrill Private Wealth Management, is dedicated to serving high net worth individuals, families, and institutions both in the US and internationally. He and his team prioritize connecting all aspects of their clients' financial lives to help them pursue their most important goals. Joshua, who holds a B.B.A degree in Finance and the Chartered Financial Analyst (CFA) designation, joined Merrill in 2011 and is committed to developing tailored financial strategies for each client.
Illuminate Business Consulting, LLC
Illuminate Business Consulting, LLC is a premier consulting firm located at 2495 Main Street, Buffalo, New York, United States. Led by President Joanne Campagna, who brings over 20 years of commercial banking experience, our firm specializes in providing expert guidance to businesses in the architecture, manufacturing, and professional services industries. Our mission is to illuminate the path to success for our clients, helping them navigate the challenges and opportunities that come their way. With a deep understanding of the unique needs of businesses, we offer personalized solutions tailored to each client's specific goals and objectives.
Merrill Lynch Financial Advisor Jayne D. Finst
Merrill Lynch Financial Advisor Jayne D. Finst is a dedicated Wealth Management Advisor located at 75 Rockefeller Plaza in New York City. With over a decade of experience in the investment industry, Jayne specializes in providing personalized financial advice and services to ultra-high net worth and high net worth individuals and their families. She works closely with clients to create efficiencies within their complex financial lives, allowing them to focus on their goals and aspirations. Jayne combines a rigorous approach to investing with a commitment to providing the highest levels of service to her clients. She offers access to the resources and capabilities of Merrill Lynch Wealth Management and Bank of America, ensuring clients have a comprehensive platform to manage every aspect of their financial lives. Jayne believes in delivering highly accessible, responsive service that exceeds expectations, and she collaborates with third-party advisors to offer a fully integrated approach to wealth management.
Merrill Lynch Financial Advisor Adam G Wood
Merrill Lynch Financial Advisor Adam G Wood is a finance institution located at 50 New York 111, Smithtown, New York, United States. Adam is an estate planning attorney turned financial advisor, with a background in running a successful law firm for nearly ten years. He specializes in guiding affluent entrepreneurs, business founders, and executives through key financial decisions, leveraging his knowledge and the resources of Merrill and Bank of America. Adam focuses on creating personalized wealth planning strategies to help clients achieve their goals for financial, business, philanthropy, and intergenerational wealth. He is dedicated to removing clients' emotional burdens and helping them follow a mutually agreed-upon strategy. Adam holds a Juris Doctorate from The Touro College Jacob Fuchsberg Law Center and a Bachelor's degree from University of Scranton. He is also actively involved in his community as Chairman of the Board of Directors of the United Veterans Beacon House. Adam and his wife, Allyson, live in Kings Park, New York, with their two daughters and a son. At Merrill Lynch Wealth Management, the focus is on building and documenting personalized plans centered on clients' goals and priorities. The institution believes in a values-based approach to financial planning and aims to help clients achieve emotional fulfillment and lasting financial stability. By managing clients' decisions around money, rather than just their money, the institution seeks to unlock multiples of value for clients. Adam Wood is registered to do business in several states including CA, CT, FL, MA, NJ, NY, OH, PR, and TN. Investing involves risk, and clients should consult legal and tax advisors before making financial decisions.
Merrill Lynch Financial Advisor John Huber
Merrill Lynch Financial Advisor John Huber is a finance institution located at 805 Northern Boulevard, Great Neck, New York, United States. Supported by the global resources of Merrill, the team at Merrill Lynch Wealth Management is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service. At FCMH Wealth Management & Associates, clients can expect an uncommon level of wealth management, especially during critical financial junctures. The institution serves a diverse clientele from various backgrounds and industries, including senior-level corporate executives, physicians, attorneys, entrepreneurs, athletes, entertainers, and financial sponsor principals.
Merrill Lynch Financial Advisor Michael Wasserman
Merrill Lynch Financial Advisor Michael Wasserman, located at 225 Liberty Street in New York, offers personalized financial services to help clients achieve their goals. With over 35 years of experience, Michael is dedicated to understanding each client's unique needs and aspirations. He believes in a goals-based approach to wealth management, focusing on long-term financial success. By combining his expertise with the resources of Merrill Lynch and Bank of America, Michael helps clients navigate complex financial decisions and build customized investment strategies. Whether planning for retirement, funding education, or passing wealth to future generations, Michael is committed to providing trusted advice and personalized service. His client-centric approach, rooted in education and collaboration, has earned him the trust of a diverse range of clients, including attorneys, physicians, entrepreneurs, and corporate executives. With a passion for helping clients achieve their financial objectives, Michael strives to be a trusted advisor, educator, and facilitator. He values building strong client relationships based on trust, integrity, and personalized service. Contact Michael Wasserman for a goals-based approach to wealth management and realistic discussions about meeting your financial objectives.
Merrill Lynch Financial Advisor Robert V Nero
Merrill Lynch Financial Advisor Robert V Nero, located at 1325 Franklin Avenue, Garden City, New York, United States, offers a wide range of investment solutions from Merrill and banking products from Bank of America. With over 40 years of experience, the team at Merrill Lynch Wealth Management is dedicated to helping clients pursue their financial goals and secure their future. They prioritize clients' interests and strive to build long-term relationships based on trust and loyalty. The institution provides services such as asset allocation, diversification, investment selection, and downside risk management to help clients optimize their portfolios and manage their wealth effectively. The team at Merrill understands the complexities of managing wealth in today's world and offers personalized strategies tailored to each client's unique circumstances.
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