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

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Bankers Conseco Life Insurance Company, located at 1175 Pittsford Victor Road in Pittsford, New York, is a finance, health, and insurance agency offering a wide range of insurance options. Our knowledgeable agents provide core products from Bankers Life and Casualty Company and Colonial Penn Life Insurance Company, as well as options from partner carriers such as Aetna, Anthem, Humana, UnitedHealthcare®, and Wellcare. With people living longer and healthcare costs on the rise, planning for long-term care is essential. Our team is here to help you start the conversation and prepare for the future. Contact us today to begin planning your next steps.

Bankers Conseco Life Insurance Company, located at 1393 Veterans Memorial Highway in Hauppauge, New York, is a finance, health, and insurance agency offering a wide range of insurance options. Our agents provide core products from Bankers Life and Casualty Company and Colonial Penn Life Insurance Company, as well as options from partner carriers such as Aetna, Anthem, Humana, UnitedHealthcare®, and Wellcare. We specialize in helping individuals compare Medicare Advantage plans to find the best coverage for their needs. With the rising cost of healthcare and the increasing need for long-term care, it's important to be prepared and have discussions with loved ones about planning for the future.

Ilonka Salisbury, Bankers Life Agent is an insurance agency located at 231 Salina Meadows Parkway in Syracuse, New York, United States. As a Unit Field Trainer and Insurance Sales Representative, Ilonka Salisbury offers a variety of insurance options from companies such as Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. One of the specialties of Ilonka Salisbury is helping clients navigate Medicare Advantage plans to find the best coverage for their needs. Medicare Advantage offers comprehensive coverage, including prescription drug coverage, and some plans have low or even $0 monthly premiums. Planning for long-term care is also emphasized, as healthcare costs continue to rise and the need for long-term care becomes more inevitable.

James Marchese is a State Farm Insurance Agent located at 1040 Payne Avenue in North Tonawanda, New York. This insurance agency specializes in helping individuals manage the risks of everyday life, recover from the unexpected, and achieve their dreams. They offer a range of insurance products, including auto, life, and home insurance. At James Marchese - State Farm Insurance Agent, they understand the unique risks of rural road driving and provide tips to help drivers stay safe. They also offer advice on what to do in the event of an auto-deer collision and information on the differences between Ordinary life and Limited-payment life insurance.

Joe Colarusso - State Farm Insurance Agent is an insurance agency located at 124 Woodbury Road in Woodbury, New York, United States. Situated in the Woodbury Junction Shopping Center, just 2 miles North of Route 25, our agency offers a range of insurance services to meet your needs. We understand that choosing the right senior housing option can be challenging, which is why State Farm® is here to help break down the common types of senior living. We also provide guidance on private mortgage insurance (PMI) and offer tips on DIY auto maintenance to help combat rising repair costs.

Paul Pettit, Bankers Life Agent is located at 646 Plank Road in New York, United States. As an insurance agency, we offer a wide range of insurance options from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Our experienced agents, led by Paul Pettit, are dedicated to helping you find the right coverage for your needs. We specialize in Medicare Advantage plans, providing you with an all-in-one alternative to Original Medicare Parts A and B. With options for prescription drug coverage and low monthly premiums, we can help you navigate the complex world of Medicare to find a plan that works for you.

Dollars & Sense is a convenient and affordable food, grocery, and supermarket store located at 38 North Dansville Street in Cohocton, New York, United States. With a wide variety of fresh produce, pantry staples, and household essentials, Dollars & Sense is the go-to destination for all your shopping needs. Our friendly staff is dedicated to providing excellent customer service and ensuring that you find everything you need at prices that won't break the bank. Visit us today and experience the convenience and value that Dollars & Sense has to offer.

Lyons Community Food Pantry is a local institution located at 11 Queen Street in Lyons, New York, United States. This food pantry serves the community by providing essential groceries and food items to those in need. With a mission to combat food insecurity and hunger, Lyons Community Food Pantry offers a variety of pantry staples and fresh produce to ensure that everyone has access to nutritious meals. Whether you are facing financial difficulties or simply in need of assistance, this store is dedicated to helping individuals and families in the area. Visit Lyons Community Food Pantry to receive support and access to vital resources.

2009 Bronxdale Grocery is a well-established food and grocery store located at 2009 Cruger Avenue in New York, United States. Since its opening, it has been a go-to destination for residents in the Bronx area looking for fresh produce, pantry staples, and a wide variety of grocery items. With a focus on quality products and excellent customer service, 2009 Bronxdale Grocery is committed to providing a convenient and pleasant shopping experience for all its customers. Whether you're in need of everyday essentials or specialty items, this supermarket has everything you need to stock up your pantry and kitchen.

Free Food is a community institution located at 6921 4th Avenue in New York, United States. As a food, grocery, and supermarket store, we strive to provide access to nutritious and essential items for individuals and families in need. Our mission is to combat food insecurity and hunger by offering a wide variety of free food products to those facing financial difficulties. With a commitment to serving our community, Free Food aims to alleviate hunger and promote healthy eating habits for all.

The Pittsford Food Cupboard is a community-supported institution located at 3800 Monroe Avenue in Pittsford, New York. Established in 1998, the Food Cupboard serves the residents of Pittsford, Mendon, Honeoye Falls, Brighton, East Rochester, and some areas in the city of Rochester. This institution provides essential food and grocery items to those in need, relying on the generosity and support of the local community. With a mission to combat food insecurity and help those facing hunger, the Pittsford Food Cupboard plays a vital role in providing assistance and support to individuals and families in need.

Citizens Supermarket Branch is a convenient financial institution located at 6363 Transit Road in Depew, New York. This branch offers a range of banking services including ATM access, personal and business banking, loans, and financial planning. Whether you need to deposit funds, withdraw cash, or speak to a financial advisor, Citizens Supermarket Branch is here to help. Visit us today to experience top-notch customer service and convenient banking solutions.

Merrill Lynch Financial Advisor Daryl S Planter, located at 50 Fountain Plaza in Buffalo, New York, is dedicated to building strong relationships with clients and helping them make important financial decisions. With over 20 years of experience in the financial services industry, Daryl specializes in managing individual wealth through various market cycles and tailoring investment strategies to meet each client's unique needs. As a Senior Financial Advisor, Daryl focuses on retirement planning and works closely with clients to understand their goals and priorities. Daryl and his team at Merrill Lynch Wealth Management offer personalized financial planning services, including the Merrill Personal Wealth Analysis™, to help clients achieve their financial goals. By taking the time to understand each client's investment personality and preferences, Daryl creates customized strategies to help them pursue what matters most to them. With access to the resources of Merrill and Bank of America, Daryl helps clients manage, grow, and preserve their wealth for the future.

Merrill Lynch Financial Advisor Patrick J Buettner is a finance institution located at 6245 Sheridan Drive, Williamsville, New York, United States. With over 30 years of experience in the financial services industry, Patrick J. Buettner focuses on developing strategies and advice for individuals, families, and businesses to help them achieve their short and long-term financial goals. He is a Senior Vice President and Senior Financial Advisor at Merrill Lynch Wealth Management, operating out of the Williamsville, NY office. Patrick holds a degree in Finance from Canisius College and has an AAMS designation from the College for Financial Planning Institutes Corp. He is also a Portfolio Manager who can help clients pursue their objectives by managing on a discretionary basis his own Personalized or Defined Strategies. Patrick is dedicated to building strong client relationships based on trust and personalized service, and believes in the importance of community involvement. By listening to his clients and understanding their goals and priorities, Patrick creates personalized financial plans to help them achieve financial success. With access to the resources of Merrill and Bank of America, he offers advice and guidance based on individual needs and market conditions, helping clients stay on track to reach their financial goals. Let Merrill Lynch Financial Advisor Patrick J Buettner help you achieve your financial objectives and secure your financial future.

Merrill Lynch Financial Advisor Eric M Johnson, located at 108 North Front Street, Kingston, New York, United States, offers personalized financial solutions to clients based on their risk tolerance, investment goals, and overall financial needs. Eric Johnson, a Vice President and Senior Financial Advisor with over 40 years of experience, helps clients with asset allocation, money management, estate planning, and charitable gifting. He holds the Chartered Retirement Planning Counselor designation and focuses on developing customized plans to help clients achieve their long-term wealth accumulation goals. With access to the global resources of Merrill and Bank of America, Eric and his team provide personalized service and build strong client relationships based on trust. Whether you are planning for retirement, saving for a home, or funding a child's education, Eric's approach is centered on understanding your goals and priorities to help you achieve financial success. By staying informed about changes in your life and the financial markets, Eric ensures that your financial approach is always aligned with your evolving needs. Contact Eric Johnson at Merrill Lynch Wealth Management to start building a customized investment approach tailored to your unique financial situation and goals.

Merrill Lynch Financial Advisor Michael M. Mattes, located at 2649 South Road in Poughkeepsie, New York, is a trusted institution specializing in finance. As a Wealth Management Advisor and Senior Vice President with over a decade of experience, Michael focuses on creating personalized wealth management strategies tailored to individual needs. Through Merrill Personal Wealth Analysis™, Michael helps clients build and document personalized plans centered on their goals and aspirations. By prioritizing conversations with clients, Michael aims to understand their unique financial goals and priorities, whether it's planning for future generations, pursuing passions, or managing wealth for long-term growth. With access to the investment insights of Merrill and banking solutions from Bank of America, Michael works with clients to develop customized approaches designed to address their financial needs.

Merrill Lynch Financial Advisor Amanda Barclay, located at 805 Northern Boulevard, Great Neck, New York, is a distinguished financial institution that prides itself on providing exemplary client service. Amanda Barclay, a Senior Financial Advisor and Senior Vice President, leads the Barclay Group in guiding multigenerational families and Corporate Executives through specialized wealth advisory services. The institution offers personalized wealth management, executive compensation structuring, succession planning, trusts, foundations, insurance, and alternative investments. Amanda Barclay is a recognized leader in the financial industry, having been named in Forbes' "Top Women Wealth Advisors Best-in-State” 2024. With a career that began in 1999, Amanda is committed to empowering clients to feel confident, connected, and in control of their financial futures. She volunteers in her community to empower women with confidence and success, supporting science, medical services, and underserved women.

Merrill Lynch Financial Advisor Gregg A Marano is a finance institution located at 50 New York 111, Smithtown, New York, United States. The team at Merrill Lynch is dedicated to understanding your values and helping you achieve your financial goals. They offer personalized one-on-one conversations to get to know you and your family's needs, focusing on both your current life goals and planning for your legacy. Gregg Marano, a Senior Vice President and Financial Advisor at Merrill Lynch, has a wealth of experience and certifications in the financial industry. He has been recognized by Forbes as one of the "Best-in-State Wealth Advisors" in 2023. With a background in portfolio construction, retirement planning, and business transition, Gregg and his team use Merrill's global resources to provide strategic recommendations tailored to high net-worth clients and business owners.

Merrill Lynch Financial Advisor Roy Ku, located at 75 Rockefeller Plaza in New York City, is a Senior Financial Advisor with Merrill Lynch Wealth Management and a founding partner of The XK Group. With two decades of experience in the hedge fund industry and a background in investment banking, Roy is dedicated to providing creative solutions to meet the complex financial needs of his diverse clientele, including professionals in the technology and finance industries and families in the Asian community. Roy prioritizes putting his clients first, educating them to make informed decisions that have a long-term impact on their financial futures. By developing customized financial models and portfolios, Roy helps his clients achieve their goals and recapture valuable free time to focus on their passions and priorities. With a personalized approach to financial planning and investing, Roy aims to build strong client relationships based on trust and personalized service. As a Certified Private Wealth Advisor®, Roy is committed to helping his clients pursue their financial goals at every stage of life. Contact Roy Ku at Merrill Lynch for premier customer service and personalized financial solutions tailored to your unique circumstances.

Merrill Lynch Financial Advisor Kevin J Halpin is a Vice President and Senior Financial Advisor located at 75 Rockefeller Plaza in New York, New York. With over 25 years of experience in the financial services industry, Kevin focuses on total wealth management and offers strategy-based solutions for personal and business finances based on clients' individual needs and goals. As a Portfolio Manager, Kevin uses his expertise in individual equity selection and modern portfolio theory to help clients of all financial backgrounds. He works closely with clients' other advisors to address short and long-term goals, providing personalized advice and specialized investment services. Kevin and his wife Julia, who also works at Merrill, have a combined length of service of over 50 years. At Merrill Lynch Wealth Management, Kevin believes in building personalized plans centered on clients' goals and priorities, helping them achieve financial success and pursue what matters most to them. With access to the investment insights of Merrill and banking solutions from Bank of America, Kevin works with clients to develop an approach designed to address their financial needs and help them achieve their goals. Through regular meetings and reviews, Kevin helps clients stay on track and adapt their financial approach to reflect changes in their lives and the market. Kevin is registered to do business in multiple states across the United States, offering personalized investment strategies and comprehensive financial solutions to help clients live their best financial lives.

Merrill Lynch Financial Advisor Sam Xiang, located at 75 Rockefeller Plaza in New York City, is a Vice President and Senior Financial Advisor with Merrill Lynch Wealth Management. With over 25 years of experience in the financial services industry, Sam is dedicated to helping his clients preserve, grow, and transfer their wealth to future generations. Fluent in Mandarin Chinese, Sam specializes in working with successful individuals, families, corporate executives, and business owners, many of whom have recently emigrated from China. Sam is highly ethical, adaptable, and empathetic, and takes pride in his ability to explain complex financial topics in clear terms to help his clients make informed decisions. He is a Certified Plan Fiduciary Advisor® (CPFA®) and a member of the National Association of Plan Sponsors. Sam's personalized approach to wealth management includes strategic advice on growing a business, realizing its value through a sale, and designing retirement plans to attract and retain talented employees.

Merrill Lynch Financial Advisor Zachary N Howland, located at 75 Rockefeller Plaza in New York, is dedicated to understanding your values and helping you achieve your financial goals. Zachary N. Howland, CPWA®, CFP®, focuses on providing excellent service and timely financial advice to a select group of families across the country, including senior corporate executives, healthcare professionals, business owners, and professional athletes. With a team of talented individuals committed to building strong client relationships based on trust and personalized service, Merrill Personal Wealth Analysis™ can help build and document a personalized plan centered on your goals. By getting to know you personally and understanding your aspirations, Zachary can help you design and implement a personalized plan intended to help you pursue your financial goals while managing investment risk. With access to the investment insights of Merrill and banking solutions from Bank of America, Zachary can work with you to develop an approach designed to address your financial needs. Whether you're planning for retirement, saving for a home, or passing wealth to future generations, Zachary N Howland is committed to helping you achieve your goals.

Merrill Lynch Financial Advisor Conor E Reeves is a finance institution located at 1325 Franklin Avenue, Garden City, New York, United States. The institution offers a wide range of investment solutions from Merrill and banking products from Bank of America. Senior Vice President and Wealth Management Advisor Conor Reeves works closely with individuals and families to identify their financial goals and life priorities. He has earned national recognition as a Financial Advisor and holds the CERTIFIED FINANCIAL PLANNER™ certification. Conor brings fresh perspectives to financial planning and is committed to personalized, responsive, and hardworking service. He is dedicated to helping clients make informed decisions as they pursue their financial goals. With access to the investing insights of Merrill and banking capabilities of Bank of America, Merrill Lynch Financial Advisor Conor E Reeves provides comprehensive financial guidance to help clients build a secure future for themselves and their families. Please note that investing involves risk and it is important to consult with legal and tax advisors before making any financial decisions.

Flushing Financial Corporation is a reputable bank and financial institution located at 220 RXR Plaza in Uniondale, New York, United States. Known for its strong financial services and commitment to customer satisfaction, Flushing Financial Corporation offers a wide range of banking products and services to individuals and businesses. With a focus on providing personalized solutions and expert financial advice, this institution is dedicated to helping its clients achieve their financial goals. Whether you are looking for a checking account, savings account, mortgage, or investment services, Flushing Financial Corporation is here to assist you every step of the way. Visit their location in Uniondale today to experience the exceptional service and expertise they have to offer.

Kennis Tong is a financial institution located at 1 Jericho Plaza in Jericho, New York, United States. Specializing in ATM services, Kennis Tong provides convenient and secure access to financial transactions for customers in the area. With a commitment to customer service and efficiency, Kennis Tong is a trusted resource for all your banking needs.

Merrill Lynch Financial Advisor Brian J Campbell, located at 300 Broadhollow Road in Melville, New York, offers a wide range of financial services to clients in the United States. With over 35 years of experience, Brian provides concierge service and guidance to a variety of clients including Endowments, Charitable organizations, Corporate Executives, Family Trusts and Individual Investors. Through a goals-based approach and access to specialists in various areas, Brian tailors investment strategies and risk management solutions to meet the unique needs of each client. Brian holds several FINRA registrations and designations, including Chartered Retirement Planning Counselor (CRPC) and Senior Portfolio Advisor. He is actively involved in various charitable organizations and brings a wealth of experience and expertise to his clients. With the support of the Bank of America Private Bank, Brian and his team provide specialized services in wealth structuring, estate planning, philanthropy, and investment management.

Brian O'Keefe - State Farm Insurance Agent is a reputable insurance agency located at 411 Furrows Road in Holbrook, New York. Situated across from Mamma Lombardi's on the corner of Main St. and Furrows Rd, and next to Dunkin' Donuts, our agency has been serving the community for 15 years with a commitment to exceeding expectations. Our experienced team is dedicated to providing exceptional customer service and helping individuals manage risks, recover from unexpected events, and achieve their dreams. We offer a wide range of insurance options including auto, home, renters, life, health, and more. Our staff, including licensed Insurance Account Representatives Kaylee, Vicky, Lynann, and Kathy, are here to assist with all your insurance needs. Whether you're looking for tips on safe online banking, rural road driving, or need assistance with insurance policies, we are here to help. Contact us today for a free insurance quote and experience the personalized service and care that sets us apart.

Budget Inn is a comfortable and affordable lodging option located at 4406 South Salina Street in Syracuse, New York. Our convenient location makes us a great choice for travelers looking for a budget-friendly place to stay while exploring the city. Our rooms are clean and cozy, with all the necessary amenities to ensure a pleasant stay. Whether you are visiting for business or pleasure, Budget Inn offers a welcoming atmosphere and friendly service. Book your stay with us today and experience the best of Syracuse without breaking the bank.

Merrill Lynch Financial Advisor Matthew J. Gorton is located at 6245 Sheridan Drive in Williamsville, New York, United States. The institution specializes in finance and is supported by the global resources of Merrill. The team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service. The advisors at Merrill Lynch have received recognition from financial industry publications and Bank of America Corporation, setting the standard for exemplary client service. The institution offers services such as Registered Senior Wealth Management Client Associate and Wealth Management Client Associate - Resident Director Assistant. The advisors at Merrill Lynch focus on understanding each client's individual needs and goals, helping them design and implement personalized financial plans to pursue their financial goals while managing investment risk. The institution believes in a holistic approach to financial planning, taking into account factors such as future health care expenses, education costs, and wealth transfer to future generations. Merrill offers tools such as the Investment Personality Assessment and Merrill Personal Wealth Analysis to help clients build personalized financial plans. The advisors at Merrill Lynch work closely with clients to review their goals and progress, making adjustments to their financial approach as needed to help them stay on track. The institution believes in the power of a dedicated advisor to provide personalized investment strategies and comprehensive financial solutions. Merrill Lynch is committed to helping clients achieve their financial goals and live their best financial life.

Hudson Valley Credit Union, located at 155 Stringham Road in Lagrangeville, New York, is a trusted institution offering ATM and finance services. With a competitive 5.62% APY for a 12-month term, members can flex their savings power. The credit union also provides resources for raising financially independent children and has received awards and recognition for its dedication to its 340,000 members. Additionally, HVCU offers lending services to military members and their dependents. Insured by the NCUA and committed to equal housing opportunity, HVCU also offers insurance products through InsureOne Insurance Services America, LLC. The credit union prioritizes accessibility and is dedicated to providing a website that meets W3C WAI's Web Content Accessibility Guidelines. Please note that internet and mobile banking access is restricted to authorized HVCU members only.