TOP 30 Banking services for seniors in New York, New York

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The Bank of Millbrook Trust Department, located at 44 Front Street in Millbrook, New York, is a trusted institution offering a range of financial services including ATM access, banking, and finance. Our team of Trust and Investment Professionals, led by Senior Vice President and Trust Officer Meredith Marsh Tiedemann, CPWA®, is dedicated to providing personalized wealth management strategies for high-net-worth clients. With over 30 years of experience, Mrs. Tiedemann holds the prestigious Certified Private Wealth Advisor® designation and is committed to ensuring the success of your trust. Vice President and Trust Officer Eliot C.L. Clarke, a Millbrook native, brings a deep understanding of the community and a background in real estate and finance to our team. Todd, who recently joined the team, has years of industry experience and manages the daily operations of the department with expertise in client distribution, income payments, and securities trading. Trust Administrator Alison, also a Millbrook native, supports the Trust Officers in various administrative tasks to ensure the smooth operation of the department.

Embrace Home Loans, led by Branch Manager and Senior Loan Officer James Garvey, is a reputable financial institution located at 425 Broadhollow Road in Melville, New York. Specializing in providing a wide range of banking and finance services, Embrace Home Loans is committed to helping individuals and families achieve their financial goals. With a strong focus on customer service and personalized solutions, James Garvey and his team strive to provide clients with the guidance and support they need to make informed decisions about their finances. Whether you are looking to purchase a new home, refinance an existing loan, or explore other financial options, Embrace Home Loans is dedicated to helping you navigate the complexities of the lending process with ease and confidence.

Catherine Clarke is a Senior Mortgage Consultant located in Melville, New York, United States. With a focus on providing personalized and comprehensive service, Catherine Clarke and her team are dedicated to helping you navigate the home buying process from start to closing. Whether you are a first-time homebuyer or looking to refinance, they are here to assist you every step of the way. As a part of Dime's finance institution, Catherine Clarke offers competitive mortgage rates and a $500 credit towards your closing costs when you apply now. Their team specializes in owner-occupied, single-family properties in New York, with rates based on factors such as loan amount, credit score, and loan-to-value ratio.

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.

Jewish Family Services of WNY is a health institution located at 70 Barker Street in Buffalo, New York. This organization provides a wide range of health services and support to individuals and families in the Western New York area. From mental health counseling to assistance with basic needs, Jewish Family Services is dedicated to helping those in need within the local Jewish community and beyond. With a team of compassionate professionals, they strive to improve the overall well-being and quality of life for all who seek their help.

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.

Bank of America Private Client Advisor Frances Beiro is located at 300 Broadhollow Road in Melville, New York, United States. Frances Beiro is a Senior Vice President, Private Client Advisor, and Institutional Client Advisor with Bank of America Private Bank. She focuses on developing long-lasting relationships with clients to help them manage their wealth effectively and with care. Frances is committed to acting as a fiduciary, always looking out for the best interests of her clients. She specializes in helping families build lasting legacies and offers a range of services including investments, wealth strategy, trust and estate planning, and banking. Frances also works with nonprofit organizations to help them achieve financial stability and long-term growth. She is dedicated to giving back to the community and is involved in various organizations such as Circulo de la Hispanidad and the Women's Exchange. With a background in finance and a strong network of relationships, Frances is able to provide clients with the resources they need to reach their financial goals.

Jerome Senior Apartments is a premier senior living community located at 16 Bank Street in Batavia, New York. Our institution is dedicated to providing high-quality health services and comfortable living accommodations for seniors in the area. Our residents enjoy a vibrant community atmosphere, with access to various amenities and activities to promote overall wellness and social engagement. At Jerome Senior Apartments, we prioritize the well-being and happiness of our residents, ensuring they receive the care and support they need to live their best lives in their golden years. Come visit us today and see why Jerome Senior Apartments is the perfect place to call home for seniors in Batavia.

The Genesee County Office for the Aging, located at 2 Bank Street in Batavia, New York, is dedicated to providing support and services to the elderly population in the area. With a focus on promoting independence, health, and well-being for seniors, the office offers a variety of programs and resources including meal assistance, transportation services, caregiver support, and social activities. The dedicated staff at the Genesee County Office for the Aging are committed to enhancing the quality of life for older adults in the community.

North Country Savings Bank is a trusted financial institution located at 31 Main Street in Potsdam, New York. As a full-service bank, we offer a wide range of financial services including checking and savings accounts, loans, mortgages, and investment options. Our convenient ATM services make accessing your funds easy and convenient. With a strong commitment to customer service and community involvement, North Country Savings Bank is dedicated to helping our customers achieve their financial goals. Visit us today to experience the difference of banking with a local, community-focused institution.

Colin Blue - Senior Mortgage Consultant is a finance institution located in Melville, New York, United States. Our team of advisors is dedicated to helping you navigate the home buying process, ensuring you make the right decisions from start to closing. We strive to make your home loan more affordable, offering a $500 credit towards your closing costs when you apply now. Our mortgage rates are based on current market conditions and various factors such as credit score, loan amount, and property type. We provide comprehensive services tailored to your individual needs, ensuring a smooth and seamless experience.

Lynn DiTomasso - Senior Mortgage Consultant is a finance institution located in Melville, New York, United States. They understand that buying a home is a significant and important purchase, and their advisors will guide you through the process from start to closing. They are dedicated to making your home loan more affordable, offering a $500 credit towards your closing costs when you apply. Their mortgage rate disclosures provide transparent information on rates based on various factors such as loan amount, credit score, and property location. They offer a comprehensive service tailored to individual needs and provide brochures for further information.

Bank of America is a well-known financial institution located at 1188 Niagara Falls Boulevard in Tonawanda, New York. This branch offers a convenient drive-thru ATM service for customers on the go. As a trusted bank with a long-standing reputation, Bank of America provides a wide range of financial services to meet the needs of individuals and businesses alike. Whether you're looking to open a checking or savings account, apply for a loan, or manage your investments, the friendly and knowledgeable staff at Bank of America are here to assist you. Visit us today to experience top-notch banking services with the added convenience of a drive-thru ATM.

Holistic Cycles & Mobility Bank is a unique bicycle store located at 1353 Jefferson Avenue in Buffalo, New York. Our store offers a wide range of bicycles and cycling accessories to help you navigate the city streets with ease. In addition to our traditional bike offerings, we also provide holistic solutions for sustainable transportation, including electric bikes and mobility scooters. Whether you're a seasoned cyclist or just looking to explore a new mode of transportation, our knowledgeable staff is here to help you find the perfect ride for your needs. Visit us today and experience the convenience and freedom of holistic mobility options.

The United States Postal Service located at 6154 South Livonia Road in Conesus, New York is a vital institution that serves the community as both a post office and a financial service provider. With a wide range of mailing and shipping options, as well as money order and other financial services, the USPS plays a crucial role in connecting people and businesses across the country. Whether you need to send a letter, package, or conduct financial transactions, the United States Postal Service is there to meet your needs.

NBT Bank is a leading financial institution located at 8549 Seneca Turnpike in New Hartford, New York, United States. Offering a range of banking and financial services, NBT Bank is equipped with ATMs for convenient access to cash and a variety of banking services. With a commitment to customer service and financial expertise, NBT Bank is dedicated to helping individuals and businesses achieve their financial goals.

Welcome to the Tompkins Cortlandt Habitat For Humanity - Food Distribution Center, a community-driven initiative dedicated to supporting families and individuals in need throughout Groton, New York, and the surrounding areas. Conveniently located at 204 East Cortland Street, our center serves as a vital resource for providing nutritious food and essential supplies to those facing food insecurity. At the heart of our mission is a commitment to fostering a healthier, more resilient community. We work tirelessly to ensure that everyone, regardless of their circumstances, has access to wholesome food. Our dedicated team of volunteers and staff collaborate with local farmers, businesses, and organizations to source fresh produce and pantry staples, ensuring a diverse and healthy selection for our clients.

Welcome to NBT Bank, your trusted partner in financial services located at 65 Main Street, Cortland, New York. As a cornerstone of the community, we are committed to providing exceptional banking and financial solutions tailored to meet your unique needs. Whether you're looking to manage your personal finances, grow your business, or access convenient ATM services, our dedicated team is here to assist you every step of the way. At NBT Bank, we pride ourselves on our customer-centric approach, offering a wide range of services including savings and checking accounts, loans, mortgages, and investment options. Visit us today and experience the friendly, personalized service that sets us apart. Your financial well-being is our top priority.

Welcome to Northwest Bank, your trusted financial partner located at 500 Center Street, Lewiston, New York. Conveniently situated in the heart of the community, our branch offers a comprehensive range of banking and financial services designed to meet your personal and business needs. Whether you're looking to open a savings account, secure a loan, or simply manage your finances more effectively, our experienced team is here to provide expert guidance and personalized solutions. At Northwest Bank, we pride ourselves on our commitment to customer service and community engagement. Our state-of-the-art ATM services ensure you have 24/7 access to your funds, making banking with us both convenient and secure. Visit us today and experience the difference of banking locally with a team that truly cares about your financial well-being. Northwest Bank – where your financial future is our priority.

Welcome to M&T Bank ATM at Delaware Hertel Branch in Buffalo! Located conveniently at 2310 Delaware Avenue, Buffalo, New York 14216, M&T Bank is your trusted financial partner in the Buffalo area. Our branch offers a wide array of financial services to meet your personal and business banking needs. Whether you're looking to open a checking or savings account, apply for a mortgage, or explore credit card options, our dedicated team is here to assist you. Our personal bankers are committed to guiding you through every step, ensuring you find the best terms and rates tailored to your needs.

Welcome to Evans Bank, your trusted partner in banking and financial services, conveniently located at 5178 Main Street, Williamsville, New York. Serving the community with dedication and integrity, Evans Bank offers a comprehensive range of financial solutions designed to meet your personal and business needs. Whether you're looking to open a savings account, secure a loan, or simply need access to our 24/7 ATM services, our friendly and knowledgeable staff are here to assist you every step of the way. As a locally-focused bank, we pride ourselves on delivering personalized service and building lasting relationships with our customers. Visit us today and experience the difference at Evans Bank, where your financial well-being is our top priority.

Welcome to BankOnBuffalo, a Division of CNB Bank, located at 3049 Orchard Park Road, Orchard Park, New York 14127. As a trusted financial institution, we are committed to serving the diverse banking needs of our community with excellence and integrity. Our comprehensive range of services includes personal and business banking, loans, and financial planning, all tailored to help you achieve your financial goals. Experience the convenience and flexibility of our BankOnWheels, a full-service branch on the move, bringing our exceptional banking services directly to neighborhoods near you each week. Whether you need assistance with everyday banking or complex financial solutions, our dedicated team is here to provide expert guidance and support.

Welcome to the Santander Bank ATM located at 2833 Broadway in the vibrant heart of Manhattan, New York. Conveniently situated to serve the bustling Upper West Side community, our ATM provides you with easy access to a range of financial services, 24/7. Whether you need to withdraw cash, check your account balance, or perform other essential banking tasks, our user-friendly ATM ensures a seamless experience. At Santander Bank, we are committed to offering secure and efficient banking solutions to meet your financial needs. Visit us today and experience the convenience of banking with Santander.

Welcome to Kearny Bank - Your Trusted Financial Partner in Brooklyn Located conveniently at 875 Manhattan Avenue, Brooklyn, New York, Kearny Bank is your go-to destination for all your banking and financial needs. As a proud FDIC-insured institution, we are backed by the full faith and credit of the U.S. Government, ensuring your deposits are safe and secure.

Welcome to Kearny Bank - Your Trusted Financial Partner in Brooklyn Located conveniently at 478 5th Avenue, Brooklyn, New York 11215, Kearny Bank is your go-to destination for all your banking and financial needs. As a proud FDIC-insured institution, we are backed by the full faith and credit of the U.S. Government, ensuring your deposits are safe and secure.

Hughson Commons is a senior living institution located in Carmel Hamlet, New York. Our affordable 1 and 2 bedroom apartments offer quality amenities such as a clubhouse and on-site laundry facilities. Conveniently located near banks, shopping centers, transportation, and Putnam Hospital Center, Hughson Commons is a non-smoking facility. WBP Development LLC, our parent company, has been a leader in the "green" movement since 2006, building communities with hi-performance standards like ENERGY STAR and LEED to provide earth-friendly, energy-efficient, and cost-efficient homes. Visit us at 4100 Gables Way to experience comfortable and sustainable senior living.

Retirable is a finance institution located at 41 East 11th Street, New York, New York, United States. We specialize in providing financial planning and investment strategies tailored to fit your lifestyle, with a focus on monthly retirement income to help you confidently navigate your next chapter. Our licensed financial advisors offer holistic retirement planning, ensuring that you have continuous guidance on important decisions such as income, healthcare, and lifestyle needs. With a dynamic and customized plan in place, you'll always know where you stand financially and what you can comfortably spend next. Our investment management strategy is designed to support you through the complexities of retirement, while our cash management account allows you to access your funds easily and earn high interest.

Merrill Lynch Financial Advisor Susan M Condit is a dedicated financial institution located at 360 Hamilton Avenue in White Plains, New York, United States. Susan Condit follows a disciplined process to understand each client's needs, concerns, and priorities, holding the title of Senior Financial Advisor. She is passionate about delivering excellent service and is actively involved in volunteering in the community. The institution offers personalized financial planning through Merrill Personal Wealth Analysis™, focusing on the client's goals and priorities. With a focus on family, goals, and priorities that may change over time, Susan Condit works closely with clients to develop personalized financial strategies. By utilizing the Investment Personality Assessment, clients can gain a deeper understanding of their investing preferences and work towards achieving their financial goals. The institution offers ongoing support to help clients stay on track and adjust their financial approach as needed. With a commitment to understanding each client personally, Susan Condit strives to help clients achieve their financial goals through a customized investment approach. Merrill Lynch Wealth Management Advisors provide comprehensive financial solutions tailored to address each client's needs and goals. The institution puts clients first, offering one-on-one relationships with dedicated advisors to guide them through their financial journey. With a focus on personalized investment strategies and access to financial solutions from Bank of America, clients can benefit from a collaborative approach to financial planning. Susan Condit is registered to do business in several states and offers insights, tips, and strategies to help clients live their best financial life. It is important to note that investing involves risk and clients should consult with legal and tax advisors before making financial decisions. Merrill Lynch offers a range of services, including brokerage, investment advisory, and financial planning, with important differences between each service. Clients can speak with their Merrill financial advisor to learn more about these services and determine the best approach for their financial needs.

Merrill Lynch Financial Advisor Elliot R Skriloff is a Senior Vice President and Portfolio Manager located at 360 Hamilton Avenue in White Plains, New York. With over 27 years of experience in the financial services industry, Elliot specializes in providing personalized financial advice, investment management strategies, retirement planning, wealth transfer, estate planning services, education planning, and financial risk management. His client base includes affluent individuals, families, corporate executives, business owners, non-profit organizations, and households with special needs family members. Elliot follows a defined process with each client, focusing on understanding their specific situations to establish objectives, develop appropriate strategies, recommend solutions, and track progress towards reaching their goals. He holds the Accredited Asset Management Specialist (AAMS) and Chartered Retirement Planning Counselor (CRPC) designations, utilizing his advanced skill set to provide specialized investment services to sophisticated investors.

Merrill Lynch Financial Advisor James M Gaughran is a finance institution located at 50 New York 111, Smithtown, New York, United States. Managing your wealth starts with a comprehensive understanding of your financial situation. James Gaughran can assist in creating a flexible strategy tailored to your unique goals and needs, providing access to investment insights from Merrill and banking solutions from Bank of America. With a focus on personalized wealth management strategies, James Gaughran and his team are dedicated to building strong client relationships based on trust and personalized service. As a Registered Senior Wealth Management Client Associate, James Gaughran believes in helping clients pursue their financial goals through thoughtful conversations and customized financial approaches. By utilizing the Merrill Personal Wealth Analysis™ and Investment Personality Assessment tools, James Gaughran can help clients refine their investing preferences and create a plan centered on their aspirations. Through ongoing communication and adjustments to the financial approach, James Gaughran aims to help clients stay on track towards achieving their goals. Whether planning for retirement, saving for a major purchase, or passing wealth to future generations, James Gaughran is committed to helping clients navigate the complexities of the financial markets and make informed decisions. With a focus on understanding each client's unique needs and priorities, James Gaughran offers personalized investment strategies and comprehensive financial solutions to help clients live their best financial life.