Best financial services for retirement in New York, NY
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Allstate Life Insurance Specialist: Joshua Huertas
● ClosedWelcome to Allstate Life Insurance Specialist: Joshua Huertas, your trusted insurance agency located in the heart of Eastchester, New York. Situated at 240 Main Street, our office is dedicated to providing personalized and comprehensive life insurance solutions tailored to meet your unique needs. With years of experience and a commitment to exceptional customer service, Joshua Huertas and his team are here to guide you through the complexities of life insurance, ensuring peace of mind for you and your loved ones. Whether you're looking to secure your family's future, plan for retirement, or explore investment opportunities, we offer a wide range of options to help you achieve your financial goals. Visit us today and discover how we can protect what matters most to you. Experience the difference of working with a local specialist who truly cares about your well-being.
240 Main Street, Eastchester, New York 10709, United States -
Sterling National Bank
● OpenWelcome to Sterling National Bank, your trusted partner in financial services located at 61 South Broadway, Yonkers, New York. At Sterling National Bank, we are committed to providing exceptional banking and financial solutions tailored to meet the diverse needs of our community. With a rich history and deep roots in the local area, we pride ourselves on delivering personalized service that goes beyond traditional banking. Our comprehensive range of services includes personal and business banking, loans, mortgages, investment solutions, and more. Whether you're opening your first savings account, planning for retirement, or looking to grow your business, our experienced team is here to guide you every step of the way.
61 South Broadway, Yonkers, New York 10701, United States -
Oasis Enterprises
● ClosedWelcome to Oasis Enterprises, your trusted partner in financial solutions, conveniently located at 641 Yonkers Avenue, Yonkers, New York 10704. At Oasis Enterprises, we are committed to providing exceptional financial services tailored to meet the unique needs of our diverse clientele. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through personalized strategies and expert guidance. Whether you are looking for investment advice, retirement planning, tax strategies, or business consulting, Oasis Enterprises offers a comprehensive range of services designed to empower your financial future. We pride ourselves on our client-centric approach, ensuring transparency, integrity, and excellence in every interaction.
641 Yonkers Avenue, Yonkers, New York 10704, United States -
Trustco Bank
● ClosedWelcome to Trustco Bank, your trusted partner in financial success, located at 132 Fifth Avenue, Village of Pelham, New York. As a cornerstone of the community since 1902, we are committed to providing exceptional Home Town service and innovative banking solutions to help you achieve your financial goals. Whether you're seeking a trusted lending source for your family, friends, and neighbors, or looking to start your mortgage application from the comfort of your home, Trustco Bank is here to guide you every step of the way. Our knowledgeable staff is ready to assist you at over 140 convenient locations, and our state-of-the-art mobile app offers remote deposit features to ensure banking with us is as effortless as possible. Enjoy access to over 55,000 surcharge-free ATMs as part of the Allpoint ATM Network, and take advantage of our competitive home equity credit lines with low fixed rates and no appraisal or origination fees.
132 Fifth Avenue, Village of Pelham, New York 10803, United States -
Trustco Bank
● ClosedWelcome to Trustco Bank, your trusted local banking partner located at 5-7 Park Place, Bronxville, New York 10708. Established in 1902, Trustco Bank has been a cornerstone of financial stability and community support for over 120 years. We pride ourselves on delivering exceptional Home Town service, offering innovative banking solutions that empower you to achieve your financial goals with confidence. At Trustco, we understand the importance of reliability in an uncertain rate environment. That's why we are committed to providing a wide range of financial services, including ATMs, personal and business banking, and financial planning—all designed to meet your needs. As part of the Allpoint ATM Network, our customers enjoy access to over 55,000 surcharge-free ATMs, ensuring convenience wherever you go.
5-7 Park Place, Bronxville, New York 10708, United States -
Ryan Carroll, Bankers Life Agent
● ClosedWelcome to Ryan Carroll, Bankers Life Agent, your trusted local insurance agency located at 271 North Avenue, New Rochelle, New York. We are dedicated to providing comprehensive insurance solutions tailored to meet your unique needs. Our team of experienced professionals is committed to ensuring that you and your loved ones are protected with the right coverage. Our skilled team includes Delroy Burrell, our Agency Director, alongside our knowledgeable agents Isaac Edinborough, Christopher Marshall, Maureen Simpson-White, and Shermyra Tavernier. Together, we offer a wide range of insurance products and services designed to safeguard your financial future.
271 North Avenue, New Rochelle, New York 10801, United States -
Art Berry - State Farm Insurance Agent
● ClosedWelcome to Art Berry - State Farm Insurance Agent, your trusted partner for comprehensive insurance solutions in Yonkers, NY. Conveniently located at 841 McLean Avenue, our agency is dedicated to helping you protect what matters most—your family, your assets, and your financial future. Auto Insurance At Art Berry, we understand that auto insurance is not just about compliance; it’s about safeguarding your journey. Our agents are ready to assist you in creating your Personal Price Plan, ensuring you have the coverage that fits your needs. Choose from a variety of options, including collision, comprehensive, rental, and rideshare coverage. Whether you're a new driver, a business traveler, or a collector, we have solutions tailored for you. Call us during business hours to get started.
841 McLean Avenue, Yonkers, New York 10704, United States -
Ujamaa Empowerment Network
● ClosedWelcome to Ujamaa Empowerment Network, your trusted partner in financial empowerment located in the heart of The Bronx, New York. Situated at 100 Benchley Place, we are dedicated to fostering financial literacy and independence within our community. At Ujamaa Empowerment Network, we believe that everyone deserves access to the tools and knowledge necessary to build a secure financial future. Our array of services is designed to meet the diverse needs of our clients, from personal finance coaching and budgeting workshops to investment guidance and credit repair solutions. Our team of experienced financial professionals is committed to providing personalized support and education, empowering you to make informed decisions and achieve your financial goals.
100 Benchley Place, The Bronx, New York 10475, United States -
Infinity S&A
● ClosedWelcome to Infinity S&A, your trusted partner in financial services located in the heart of The Bronx, New York. Situated at 2630 University Avenue, we are committed to providing exceptional financial solutions tailored to meet the unique needs of our community. At Infinity S&A, we specialize in a wide range of financial services designed to help you achieve your financial goals with confidence. Our experienced team is dedicated to offering personalized advice, whether you're looking to plan for retirement, manage investments, or navigate complex financial decisions.
2630 University Avenue, The Bronx, New York 10468, United States -
Citi
● ClosedWelcome to Citi, your trusted partner in banking and finance, conveniently located at 3454 Jerome Avenue, The Bronx, New York 10467. At Citi, we are committed to providing exceptional financial services tailored to meet your individual and business needs. Our team of experienced professionals is dedicated to helping you achieve your financial goals with a wide range of products and services, including personal banking, credit cards, loans, investment solutions, and wealth management. Visit our Bronx branch to experience personalized service and expert advice in a friendly and welcoming environment. Whether you're opening your first account, planning for retirement, or looking to grow your business, Citi is here to support you every step of the way. Discover the Citi difference today, where your financial success is our priority.
3454 Jerome Avenue, The Bronx, New York 10467, United States -
JULIO PORTILLO
● OpenWelcome to Julio Portillo Financial Services, your trusted partner in financial planning and management, located at 1756 Topping Avenue, The Bronx, New York. Our team is dedicated to providing personalized financial solutions that cater to your unique needs and goals. Whether you're looking to invest wisely, plan for retirement, or manage your assets, we offer expert guidance and support every step of the way. At Julio Portillo, we understand the complexities of the financial landscape and are committed to helping you navigate it with confidence. Our comprehensive range of services includes investment advisory, retirement planning, tax strategies, and wealth management, all tailored to help you achieve financial success and security.
1756 Topping Avenue, The Bronx, New York 10457, United States -
Finance Building
● OpenWelcome to Finance Building, your trusted partner in financial services, conveniently located at 3030 Third Avenue in the heart of The Bronx, New York. Specializing in a wide range of financial solutions, we are dedicated to helping individuals and businesses achieve their financial goals with confidence and clarity. At Finance Building, we pride ourselves on offering personalized service tailored to meet the unique needs of our clients. Our team of experienced professionals is committed to providing expert advice and guidance in areas such as financial planning, investment management, tax preparation, and more. We understand that navigating the financial landscape can be complex, and we are here to simplify the process for you.
3030 Third Avenue, The Bronx, New York 10455, United States -
Kevin Stewart, Bankers Life Agent
● ClosedWelcome to Kevin Stewart, Bankers Life Agent, your trusted insurance agency located in the heart of The Bronx, New York. Situated at 384 East 149th Street, we are dedicated to providing personalized insurance solutions tailored to meet your unique needs. As a proud representative of Bankers Life, Kevin Stewart brings years of expertise and a commitment to helping you secure your financial future. Whether you're looking for life insurance, health coverage, or retirement planning, our team is here to guide you every step of the way. At Kevin Stewart, Bankers Life Agent, we prioritize your peace of mind and work diligently to ensure that you and your loved ones are protected. Visit us today to experience exceptional service and discover the right insurance options for you.
384 East 149th Street, The Bronx, New York 10455, United States -
Michael Forson, Bankers Life Agent
● ClosedWelcome to Michael Forson, Bankers Life Agent, your trusted local insurance agency located in the heart of The Bronx, New York. Conveniently situated at 384 East 149th Street, we are dedicated to providing personalized insurance solutions tailored to meet the unique needs of individuals and families in our vibrant community. At Michael Forson, Bankers Life Agent, we understand that navigating the world of insurance can be complex. Our mission is to simplify the process for you, offering expert guidance and comprehensive coverage options to ensure your peace of mind. Whether you're seeking life insurance, health insurance, or retirement planning services, our experienced team is here to help you make informed decisions that secure your financial future.
384 East 149th Street, The Bronx, New York 10455, United States -
Glenton Scarlett, Bankers Life Agent
● ClosedWelcome to Glenton Scarlett, Bankers Life Agent, your trusted insurance agency located in the heart of The Bronx, New York. Situated at 384 East 149th Street, our dedicated team is committed to providing personalized insurance solutions to meet your unique needs. Under the leadership of Delroy Burrell, our Agency Director based in New Rochelle, NY, we strive to offer exceptional service and expert advice. Our team of experienced agents, including Isaac Edinborough, Christopher Marshall, Maureen Simpson-White, and Shermyra Tavernier, are all based in New Rochelle, NY, and are ready to assist you with a wide range of insurance products. Whether you are seeking life insurance, health insurance, or retirement planning, we are here to guide you every step of the way.
384 East 149th Street, The Bronx, New York 10455, United States -
Miguel Martinez, Bankers Life Agent
● OpenWelcome to Miguel Martinez, Bankers Life Agent – your trusted insurance agency located in the heart of The Bronx, New York. Situated at 384 East 149th Street, our office is dedicated to serving the diverse community of The Bronx and its surrounding areas with personalized and comprehensive insurance solutions. At Miguel Martinez, we understand that planning for the future and protecting your loved ones is paramount. With years of expertise in the insurance industry, our commitment is to provide you with tailored advice and reliable insurance products that meet your unique needs. Whether you're looking for life insurance, health insurance, annuities, or retirement planning services, we are here to guide you every step of the way.
384 East 149th Street, The Bronx, New York 10455, United States -
Betty Forbes, Bankers Life Agent
● ClosedWelcome to Betty Forbes, Bankers Life Agent, your trusted insurance agency located in the heart of The Bronx at 384 East 149th Street, New York. We specialize in providing personalized insurance solutions tailored to meet your unique needs. With a commitment to exceptional service and a deep understanding of the complexities of insurance, Betty Forbes is dedicated to helping you secure a brighter financial future. Whether you're looking for life insurance, health insurance, or retirement planning, our expert guidance ensures peace of mind for you and your loved ones. Visit us today to learn more about how we can assist you in achieving your financial goals.
384 East 149th Street, The Bronx, New York 10455, United States -
Arrival Capital Management
● OpenWelcome to Arrival Capital Management Located in the heart of Manhattan at 1449 Lexington Avenue, Arrival Capital Management is a premier financial advisory firm dedicated to helping you achieve your financial goals. With a team of experienced professionals, we offer personalized investment strategies and comprehensive financial planning services tailored to meet the unique needs of each client.
1449 Lexington Avenue, Manhattan, New York, United States -
The First National Bank of Long Island
● ClosedWelcome to The First National Bank of Long Island, your trusted partner in banking and finance, conveniently located at 132-11A 14th Avenue, Queens, New York 11356. We are committed to providing exceptional financial services tailored to meet your needs. Our comprehensive banking solutions include personal and business banking, loans, mortgages, and investment options. We offer competitive rates on Certificates of Deposit (CDs) and Individual Retirement Accounts (IRAs) to help you achieve your savings goals.
132-11A 14th Avenue, Queens, New York 11356, United States -
Miguel Toribio
● ClosedWelcome to Miguel Toribio, your trusted financial partner located in the heart of Manhattan at 2521 Broadway, New York. At Miguel Toribio, we pride ourselves on offering personalized financial solutions tailored to meet the unique needs of each client. Our team of experienced financial experts is dedicated to helping you navigate the complexities of finance with confidence and ease. Whether you're looking for investment advice, retirement planning, tax strategies, or wealth management, we provide comprehensive services designed to optimize your financial well-being. We understand that every financial journey is unique, and we are committed to delivering customized strategies that align with your goals and aspirations.
2521 Broadway, Manhattan, New York, United States -
Firstrade Securities
● ClosedWelcome to Firstrade Securities, your trusted partner in navigating the dynamic world of finance. Located at 30-50 Whitestone Expressway, Queens, New York, we have been empowering investors with innovative trading technology, analytics, and education since 1985. Our mission is to help you visualize key metrics at a glance, enabling confident investment decisions tailored to your unique circumstances. At Firstrade, you can trade stocks listed on major exchanges like NYSE, AMEX, and Nasdaq, as well as the Over-the-Counter (OTC) markets. With access to over 11,000 mutual funds, you can create a professionally managed portfolio to build your family's wealth. We offer Individual and Joint brokerage accounts, providing you with a wide selection of asset types to suit your investment goals.
30-50 Whitestone Expressway, Queens, New York 11354, United States -
Ridgewood Savings Bank
● ClosedWelcome to Ridgewood Savings Bank Located conveniently at 25-29 Parsons Boulevard, Queens, New York, Ridgewood Savings Bank is your trusted partner in all things banking and finance. With a proud legacy of serving the community, we are committed to providing exceptional financial services tailored to meet your needs.
25-29 Parsons Boulevard, Queens, New York 11354, United States -
Nekoda Bear, Bankers Life Agent
● OpenWelcome to Nekoda Bear, Bankers Life Agent, your trusted insurance agency located in the heart of The Bronx. Situated at 384 East 149th Street, our office is dedicated to providing personalized insurance solutions to meet your unique needs. With a deep commitment to serving our community, we specialize in a range of insurance products, including life insurance, health insurance, and retirement planning. At Nekoda Bear, we understand that each client has distinct financial goals and concerns. Our experienced team is here to guide you through every step of the insurance process, ensuring you have the right coverage to protect your future and that of your loved ones. We pride ourselves on offering exceptional customer service and tailored advice, helping you make informed decisions with confidence.
384 East 149th Street, The Bronx, New York 10455, United States -
First Central Savings Bank
● ClosedWelcome to First Central Savings Bank, your trusted partner in banking and finance located at 37-28 Ditmars Boulevard, Queens, New York. At First Central Savings Bank, we are committed to providing exceptional financial services tailored to meet the unique needs of our community. Whether you're opening your first savings account, planning for retirement, or looking for a loan to support your business, our team of experienced professionals is here to guide you every step of the way. Our comprehensive range of services includes personal and business banking, savings and checking accounts, loans, mortgages, and more. With a strong emphasis on customer service, we strive to build long-lasting relationships with our clients, helping them achieve financial success and peace of mind. Visit us today to experience personalized banking solutions designed to help you reach your financial goals. First Central Savings Bank – where your future is our priority.
37-28 Ditmars Boulevard, Queens, New York 11105, United States -
Ediliza Ortega, Bankers Life Agent
● OpenWelcome to Ediliza Ortega, Bankers Life Agent, your trusted partner in securing a brighter future. Conveniently located at 384 East 149th Street in the heart of The Bronx, New York, we specialize in providing personalized insurance solutions tailored to meet your unique needs and goals. At Ediliza Ortega, we understand that planning for the future can be complex, which is why our dedicated team is committed to guiding you every step of the way. Whether you're looking for life insurance, health insurance, retirement planning, or long-term care coverage, we offer a wide range of options designed to provide peace of mind and financial security for you and your loved ones.
384 East 149th Street, The Bronx, New York 10455, United States -
Park Avenue Finance
● ClosedWelcome to Park Avenue Finance, your trusted partner in navigating the complex world of financial solutions. Conveniently located at 340 East 64th Street in the heart of Manhattan, New York, we are dedicated to providing personalized financial services tailored to meet the unique needs of each client. Our team of experienced professionals is committed to delivering expert advice and innovative strategies to help you achieve your financial goals. Whether you're looking for investment management, retirement planning, tax optimization, or any other financial service, Park Avenue Finance is here to guide you every step of the way. Visit us today to experience unparalleled financial expertise and customer service. Your financial success is our top priority.
340 East 64th Street, Manhattan, New York, United States -
Aegis Capital Corporation
● ClosedWelcome to Aegis Capital Corporation, your trusted partner in financial services since 1984. Located at 42-40 Bell Boulevard, Queens, New York, we are dedicated to helping individuals and institutions preserve wealth and maximize growth through innovative financial solutions. Our expert team works closely with clients to identify and achieve their financial goals, offering personalized and hands-on service. With over $50 billion processed in capital markets transactions, Aegis Capital Corp. stands out with its robust investment banking services, including equity and debt financing, as well as private equity banking. Our seasoned professionals provide strategic advice and financing solutions tailored to a wide range of industries.
42-40 Bell Boulevard, Queens, New York 11361, United States -
Parkwood Global Finance Partners
● OpenWelcome to Parkwood Global Finance Partners, your trusted financial advisory firm located in the heart of Manhattan at 845 United Nations Plaza, New York. As a premier provider of financial services, we specialize in delivering tailored solutions that meet the diverse needs of our clients. Our team of seasoned financial experts is dedicated to guiding individuals, families, and businesses through the complexities of financial planning, investment management, and wealth preservation. At Parkwood Global Finance Partners, we pride ourselves on our personalized approach, ensuring that each client receives the attention and expertise they deserve. Whether you are looking to grow your investment portfolio, plan for retirement, or secure your financial future, we are here to provide you with strategic insights and innovative solutions.
845 United Nations Plaza, Manhattan, New York, United States -
CG Finance
● ClosedWelcome to CG Finance, your trusted partner in navigating the complex world of finance, located conveniently at 55 East 59th Street in the heart of Manhattan, New York. At CG Finance, we are dedicated to providing personalized financial solutions tailored to meet the unique needs of each client. Our team of experienced professionals is committed to delivering expert guidance and innovative strategies to help you achieve your financial goals. Whether you're an individual seeking to manage your personal finances or a business looking for comprehensive financial planning, CG Finance offers a wide range of services including investment advisory, wealth management, tax planning, and retirement planning. Our client-centric approach ensures that we prioritize your financial well-being, offering transparent advice and building long-term relationships based on trust and integrity.
55 East 59th Street, Manhattan, New York, United States -
Ridgewood Savings Bank
● ClosedWelcome to Ridgewood Savings Bank - Your Trusted Financial Partner in Manhattan Located conveniently at 1404 2nd Avenue in the heart of Manhattan, New York, Ridgewood Savings Bank is dedicated to serving the financial needs of our vibrant community. As a trusted institution, we offer a comprehensive range of banking and financial services designed to help you manage and grow your finances with confidence.
1404 2nd Avenue, Manhattan, New York, United States
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