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TOP 30 Best financial advisors near me in New York, NY
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Bank of America (with Drive-thru ATM)
Bank of America is a well-known financial institution located at 3333 West Henrietta Road in Rochester, New York. This branch offers a convenient drive-thru ATM service for customers on the go. As a full-service bank, Bank of America provides a wide range of financial products and services to meet the needs of individuals, businesses, and organizations. Whether you're looking to open a checking account, apply for a loan, or speak with a financial advisor, the friendly and knowledgeable staff at Bank of America are ready to assist you with all of your banking needs.
Encompass Niagara Credit Union
Encompass Niagara Credit Union, located at 2525 Military Road in Niagara Falls, New York, is a full-service financial institution offering a range of loan services tailored to meet the needs of its members. As a registered investment advisor with the U.S. Securities and Exchange Commission, Credit Union Wealth Group provides investment options that are not FDIC or NCUA insured, but may offer potential growth opportunities. Encompass Niagara FCU also provides access to over 60,000 ATMs worldwide, allowing members to withdraw cash without any additional charges. In the event of a lost or stolen debit card, members can contact 1-800-472-3272 for assistance.
Alden State Bank
Alden State Bank is a trusted financial institution located at 13216 Broadway in Alden, New York, United States. Offering a range of banking services, including ATM access, this institution is committed to providing convenient and reliable financial solutions to its customers. With a focus on personalized service and community involvement, Alden State Bank is a go-to destination for all your banking and finance needs in the area.
Community Bank, N.A.
Community Bank, N.A. is a full-service financial institution located at 12188 Olean Road, Yorkshire, New York, United States. We offer a range of services including ATM, banking, and finance options. When you refer a friend to open a checking account with us, you can receive a $10 eGift card. Our goal is to make homebuying a seamless process with the right partner by your side. Manage your money easily with our mobile and online banking services. We provide tools, loans, lines of credit, and more to support your business needs. Consider a home equity loan or line of credit for your home improvement projects. Develop a financial strategy to grow your money and save for the future with Budget Tools. Protect yourself against fraud and learn about smishing scams to keep your personal information secure. Trust in our commitment to providing the highest level of customer service. Visit our website to access Premier Business Connect services or apply for a mortgage online. Contact us to ensure your online estate plan aligns with your existing assets. Experience better banking with Community Bank, N.A. today.
Hudson Valley Credit Union
Hudson Valley Credit Union, located at 1639 Ulster Avenue in Lake Katrine, New York, is a trusted institution offering ATM and finance services. With a focus on helping members save and grow their money, they offer a competitive 5.62% APY for a 12-month term. The credit union also provides resources for raising financially independent children and has received awards for their dedication to serving over 340,000 members. They are proud to offer lending options to military members and their dependents, and are federally insured by the NCUA with equal housing opportunity. Additionally, insurance products are available through InsureOne Insurance Services America, LLC, although they are not NCUSIF insured and involve investment risk. HVCU is committed to accessibility and ensures their website meets W3C WAI's Web Content Accessibility Guidelines. Please note that internet and mobile banking access is restricted to authorized members only.
Ridgewood Savings Bank
Ridgewood Savings Bank is a trusted financial institution located at 220 West Old Country Road in Hicksville, New York. As a full-service bank, we offer a wide range of banking and financial services to meet the needs of our customers. Whether you're looking to open a checking or savings account, apply for a mortgage, or use our convenient ATM services, Ridgewood Savings Bank is here to help you achieve your financial goals. With a commitment to providing excellent customer service and personalized solutions, we strive to be your go-to bank for all your financial needs.
Wells Fargo Bank
Wells Fargo Bank is a trusted financial institution located at 1863 South Road in Wappingers Falls, New York, United States. As a leading bank, Wells Fargo offers a wide range of banking services including checking and savings accounts, loans, mortgages, and investment options. Customers can also access their accounts conveniently through the bank's ATM services. With a reputation for excellent customer service and a commitment to financial security, Wells Fargo Bank is a preferred choice for individuals and businesses seeking reliable banking solutions.
Sunmark Credit Union
Sunmark Credit Union is a trusted financial institution located at 1616 Broadway in Schenectady, New York. As a credit union, Sunmark offers a wide range of financial services including savings accounts, loans, and investment opportunities. With a focus on providing personalized service and competitive rates, Sunmark Credit Union is dedicated to helping members achieve their financial goals. Whether you need to withdraw cash from an ATM or discuss your financial options with a knowledgeable advisor, Sunmark Credit Union is here to help.
Colin Blue - Senior Mortgage Consultant
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
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.
Five Star Bank
Five Star Bank is a reputable financial institution located at 211 Main Street in East Aurora, New York, United States. As a bank with a five-star rating, we pride ourselves on providing top-notch banking and financial services to our customers. Whether you're looking for personal or business banking solutions, our dedicated team of professionals is here to assist you every step of the way. Trust Five Star Bank for all your banking needs and experience the difference of banking with a five-star institution.
KeyBank
KeyBank is a trusted financial institution located at 101 Dolson Avenue in Middletown, New York. As a full-service bank, KeyBank offers a wide range of financial services including checking and savings accounts, loans, investments, and more. With convenient ATM access, customers can easily manage their finances and access their funds at any time. Whether you're looking to open a new account, apply for a loan, or simply withdraw cash, KeyBank is here to help you achieve your financial goals.
Mid-Hudson Small Business Development Center
The Mid-Hudson Small Business Development Center, located in Kingston, New York, is a valuable resource for entrepreneurs and small business owners in the region. With a team of experienced advisors and consultants, the center provides expert guidance and support to help businesses start, grow, and thrive. From developing business plans to securing financing, the center offers a wide range of services to support the success of small businesses in the Mid-Hudson area. Whether you are a new entrepreneur looking to launch a business or an established business owner seeking to expand, the Mid-Hudson Small Business Development Center is here to help you achieve your goals.
Bank of America (with Drive-thru services)
Bank of America is a reputable financial institution located at 133 Wolf Road in Albany, New York. Offering a wide range of banking and financial services, Bank of America is known for its exceptional customer service and convenient drive-thru services. Whether you need to deposit a check, withdraw cash, or speak with a financial advisor, Bank of America is dedicated to helping you manage your finances with ease and efficiency. Visit us today to experience the convenience and expertise that Bank of America has to offer.
Join The Nest
Join The Nest is a leading travel agency located at 71 Audrey Avenue in Oyster Bay, New York, United States. As a part of the NEST-Network of Entrepreneurs Selling Travel, we are dedicated to supporting home-based travel agencies since 2004. Our focus is on helping entrepreneurs achieve financial, professional, and personal success by providing tailored solutions exclusively for them. At Join The Nest, we offer experienced agencies the choice to remain independent and book directly with suppliers using their own ARC, CLIA, IATA, or TRUE number. Alternatively, agencies can join our NEST Plus program, which provides the resources of a hosted agency for Independent Travel Advisors. We empower our members with options and a supportive community to call home.
Wisco Capital
Wisco Capital is a prestigious finance institution located at 405 Lexington Avenue in the heart of New York, United States. With a team of experienced professionals and a commitment to excellence, Wisco Capital offers a wide range of financial services to meet the needs of its clients. Whether you are looking for investment advice, wealth management, or assistance with financial planning, Wisco Capital is dedicated to helping you achieve your financial goals. Contact us today to learn more about how we can help you secure your financial future.
Motherlines Inc.
Motherlines Inc. is a non-profit organization located at 21 East Valley Stream Boulevard in Valley Stream, New York. Our mission is to empower and support mothers in their journey of motherhood through various programs and resources. We provide a safe space for mothers to connect, learn, and grow together. Our services include support groups, workshops, counseling, and community events. Join us at Motherlines Inc. and be a part of a supportive network of mothers who are dedicated to uplifting each other.
Richard Gawrysiak
Richard Gawrysiak is a reputable health institution located at 1111 Broadhollow Road in Farmingdale, New York. This comprehensive facility offers a range of health services including pharmacy and retail store options. With a focus on providing top-quality care and products to its customers, Richard Gawrysiak is a trusted destination for all your health and wellness needs. Experience personalized service and expert advice at this esteemed institution in the heart of the United States.
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.
Nichol Bodden - Mortgage Loan Officer
Nichol Bodden - Mortgage Loan Officer is a reputable finance institution located at 251 East Main Street in Patchogue, New York, United States. As a skilled mortgage loan officer, Nichol Bodden offers expert guidance and personalized solutions to help clients secure the best mortgage options for their individual needs. With a commitment to exceptional customer service and a deep understanding of the mortgage industry, Nichol Bodden is dedicated to helping clients achieve their homeownership goals. Whether you are a first-time homebuyer or looking to refinance, you can trust Nichol Bodden to provide you with the expertise and support you need to navigate the mortgage process with confidence.
Capital One Bank
Capital One Bank is a leading financial institution located at 75-21 Main Street in New York, United States. As a full-service bank, Capital One offers a wide range of banking and financial services, including personal and business accounts, loans, mortgages, and investment options. With a strong focus on customer service and innovative technology, Capital One Bank is committed to helping individuals and businesses achieve their financial goals. Whether you need to withdraw cash from their convenient ATMs or speak with a financial advisor, Capital One Bank is here to assist you every step of the way.
Ridgewood Savings Bank
Ridgewood Savings Bank is a trusted financial institution located at 65-01 Myrtle Avenue in New York, United States. As a full-service bank, Ridgewood offers a range of financial services including personal and business banking, loans, mortgages, and investment options. Whether you need to deposit funds, withdraw cash, or speak with a financial advisor, Ridgewood Savings Bank is dedicated to providing excellent customer service and helping you achieve your financial goals.
Tomer Ahituv - Licensed Mortgage Professional
Tomer Ahituv - Licensed Mortgage Professional is a finance institution located at 33 North Central Avenue, Valley Stream, New York, United States. Led by Tomer Ahituv, a seasoned Mortgage Professional with over 15 years of experience in the real estate and mortgage industries, the institution offers expert advice and assistance in residential purchase and refinance transactions. Tomer prioritizes customer satisfaction, ensuring clients secure the lowest possible interest rates and receive top-notch customer service. With individual Mortgage Loan Originator licenses in 8 states, Tomer provides tailored solutions to meet each client's unique financial needs. Known for his honesty and integrity, Tomer builds strong relationships with clients, serving as a trusted advisor for all their mortgage and real estate needs. In his spare time, Tomer enjoys spending time with family and friends, exploring new places, and experiencing different cultures. Contact Tomer Ahituv for a free customized quote on mortgage rates tailored to your situation.
TD Bank
TD Bank, located at 90 Broadhollow Road in Farmingdale, New York, is your go-to institution for all your banking and financial needs. From ATMs to wealth management services, we have everything you need to achieve your financial goals. Our dedicated Relationship Managers and team of wealth professionals are here to provide personalized advice on private banking, credit, investments, and financial planning. Visit us to work with a TD Financial Advisor to create a tailored TD Wealth Plan that aligns with your unique financial objectives. We understand the importance of convenience, which is why we offer human hours and a range of services, including instant debit cards, savings accounts, and more. Plus, our branch is pet-friendly, so feel free to bring your furry friends along. Whether you're saving for a rainy day or planning for a major purchase, TD Bank has the tools and resources to help you succeed. Visit us today and let us help you achieve financial success.
City National Bank
City National Bank, located at 425 Broadhollow Road in Melville, New York, is a trusted institution offering a range of banking and finance services. Our experienced Relationship Managers are ready to assist you with all your business banking needs. As a subsidiary of the Royal Bank of Canada, we provide the financial resources of a global bank with the personalized service of a community bank. Our private banking office in Melville is dedicated to helping you achieve your financial goals and live a rich life. Our wealth advisors will work with you to create a comprehensive plan tailored to your needs, from risk management to estate planning. We are committed to preserving your family's wealth for generations to come.
Bank of America (with Drive-thru services)
Bank of America in Smithtown, New York is a trusted financial institution offering a wide range of banking and financial services. Conveniently located at 31 New York 111, this branch provides drive-thru services for quick and easy transactions. Whether you need to deposit a check, withdraw cash, or speak with a financial advisor, Bank of America is here to help. With a commitment to customer service and financial expertise, Bank of America is a reliable choice for all your banking needs.
Nationwide Mortgage Bankers
Nationwide Mortgage Bankers, located in Melville, New York, is a leading finance institution specializing in home loans. Our online platform makes the financing process simple and efficient, allowing you to easily apply and get pre-qualified for a mortgage in no time. Our mortgage specialists provide prompt feedback and support to ensure a smooth journey to homeownership. With our BuyNOW Platform, you can show sellers that you are a qualified buyer with an underwritten pre-approval, giving you a competitive advantage when submitting offers. Our digital mortgage process accelerates the path to owning your dream home.
KeyBank
KeyBank is a trusted financial institution located at 115 South Main Street in New City, New York. As a full-service bank, KeyBank offers a wide range of banking and financial services to meet the needs of individuals and businesses. Whether you need to deposit funds, withdraw cash, or speak with a financial advisor, KeyBank is here to help. With convenient ATM access and knowledgeable staff, KeyBank is dedicated to providing excellent customer service and helping you achieve your financial goals.
Benjamin Bankers at Lakeview Mortgage
Benjamin Bankers at Lakeview Mortgage is a finance institution located at 121 Church Street in Freeport, New York, United States. Our experienced team of Mortgage Advisors is here to guide you through the buying or refinancing process quickly, efficiently, and confidently. We offer low-down payment jumbo loans, self-employed mortgage loan solutions, and options for investors who may not want to provide income documentation. Whether you are a first-time home buyer, short term rental investor, or looking to take advantage of your home's equity with a cash-out refinance, we have solutions for you. Our goal is to help you find the best loan scenario for your unique situation. Take advantage of our free online tools to get pre-approved, calculate savings, and compare rates. With Benjamin Bankers at Lakeview Mortgage, you can get your money and do what you want with it in less than 30 days. Stop worrying and start building your future by getting a mortgage quote now.
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