Best financial services for retirement in New York, NY
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Flagstar Bank
● ClosedWelcome to Flagstar Bank, your trusted partner in financial services located at 832 Jewett Avenue, Staten Island, New York. As a full-service bank, we are committed to providing personalized financial solutions to meet the diverse needs of our community. Whether you're opening your first savings account, planning for retirement, or seeking a loan for your dream home, our experienced team is here to guide you every step of the way. At Flagstar Bank, we pride ourselves on delivering exceptional customer service and a comprehensive range of banking products tailored to both individuals and businesses. Visit us today to experience the difference of a community-focused bank that puts your financial well-being first.
832 Jewett Avenue, Staten Island, New York 10314, United States -
Sandora Capital
● ClosedWelcome to Sandora Capital, your trusted financial partner located in the heart of Brooklyn, New York. Situated at 2727 Coney Island Avenue, Sandora Capital is dedicated to providing expert financial services tailored to meet the unique needs of our clients. With a commitment to excellence and a focus on personalized solutions, we offer a comprehensive range of financial services designed to help individuals and businesses achieve their financial goals. Our team of experienced professionals brings a wealth of knowledge and expertise to the table, ensuring that you receive the highest level of service and guidance. Whether you are looking for investment advice, wealth management, retirement planning, or financial consulting, Sandora Capital is here to support you every step of the way.
2727 Coney Island Avenue, Brooklyn, New York 11235, United States -
Rosewood Capital Group
● ClosedWelcome to Rosewood Capital Group, your trusted partner in financial success, located at 367 Avenue U, Brooklyn, New York. As a premier finance firm, we specialize in offering personalized financial solutions to help individuals and businesses achieve their financial goals. With a commitment to excellence and integrity, our team of experienced professionals provides a comprehensive range of services, including investment management, financial planning, and wealth advisory. Whether you're looking to grow your investments, plan for retirement, or manage your assets, Rosewood Capital Group is here to guide you every step of the way. Visit us today to discover how we can help you secure a prosperous financial future.
367 Avenue U, Brooklyn, New York 11223, 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 9202 4th Avenue, Brooklyn, New York 11209. We are dedicated to providing exceptional financial services to meet your needs, whether you're managing personal finances or planning for your future. Please note our special holiday hours: The bank will close early at 3:00 PM on Wednesday, July 3, and will remain closed on Thursday, July 4, in recognition of the holiday. However, our Online, Mobile, and Telephone Banking services are available 24/7, ensuring you have access to your accounts anytime, anywhere.
9202 4th Avenue, Brooklyn, New York 11209, United States -
Leo Wealth Management
● ClosedWelcome to Leo Wealth Management, your trusted partner in achieving financial success. Conveniently located at 1110 South Avenue, Staten Island, New York, our firm is dedicated to providing personalized financial planning and investment management services to individuals, families, and businesses. At Leo Wealth Management, we understand that each client has unique financial goals and challenges. Our team of experienced financial advisors is committed to delivering tailored strategies that align with your specific needs. Whether you're planning for retirement, managing investments, or seeking guidance on wealth preservation, we are here to help you navigate the complexities of the financial world with confidence.
1110 South Avenue, Staten Island, New York 10314, United States -
Luis Vazquez
● ClosedWelcome to Luis Vazquez Financial Services, your trusted partner in navigating the complex world of finance. Located conveniently at 2173 86th Street, Brooklyn, New York, we our firm is dedicated to providing personalized financial solutions tailored to meet your individual needs. With a commitment to excellence and integrity, we offer a comprehensive range of services, including financial planning, investment management, and tax advisory. Our experienced team is here to guide you every step of the way, ensuring your financial goals are met with confidence and clarity. Whether you're planning for retirement, managing your investments, or seeking advice on tax strategies, Luis Vazquez Financial Services is here to help you achieve financial success. Visit us today and take the first step towards securing your financial future.
2173 86th Street, Brooklyn, New York 11214, United States -
Nicholas Pepitone
● OpenWelcome to Nicholas Pepitone, your trusted partner in finance, conveniently located at 1540 Hylan Boulevard, Staten Island, New York. At Nicholas Pepitone, we are dedicated to providing personalized financial solutions tailored to meet the unique needs of our clients. Our team of experienced professionals is committed to helping you navigate the complexities of financial planning, investment management, and wealth preservation. Whether you're an individual seeking guidance on retirement planning or a business looking for strategic financial advice, we offer a comprehensive range of services designed to secure your financial future. Visit us today and discover how Nicholas Pepitone can help you achieve your financial goals with confidence and clarity.
1540 Hylan Boulevard, Staten Island, New York 10305, United States -
Jeanne Larson, Bankers Life Agent
● OpenWelcome to Jeanne Larson, Bankers Life Agent, your trusted insurance agency located at 2913 Avenue W, Brooklyn, New York 11229. With a commitment to providing personalized service, Jeanne Larson offers a comprehensive range of insurance options to meet your needs. Our agency proudly partners with renowned companies like Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company to bring you the best in coverage and care. Navigating the complexities of Medicare can be overwhelming, but Jeanne is here to help. We specialize in comparing Medicare Advantage plans to ensure you find the coverage that suits your unique requirements. As life expectancy increases and healthcare expenses rise, planning for long-term care is becoming essential. Jeanne encourages proactive discussions with your loved ones to prepare for the future.
2913 Avenue W, Brooklyn, New York 11229, United States -
Allstate Life Insurance Specialist: Maria De Leo
● ClosedWelcome to Allstate Life Insurance Specialist: Maria De Leo, your trusted insurance agency located in the heart of Staten Island, New York. Conveniently situated at 85 New Dorp Plaza, we are dedicated to providing personalized and comprehensive insurance solutions to meet your unique needs. Led by experienced insurance specialist Maria De Leo, our team is committed to helping you protect what matters most. Whether you are looking for life insurance, retirement savings plans, or other financial protection services, we offer a range of products tailored to fit your lifestyle and budget. Our goal is to ensure that you and your loved ones are safeguarded against the uncertainties of life with the right coverage.
85 New Dorp Plaza, Staten Island, New York 10306, United States -
Hews Solutions
● OpenWelcome to Hews Solutions, your trusted partner in navigating the complex world of finance. Conveniently located at 2744 Hylan Boulevard, Staten Island, New York, we are committed to providing exceptional financial services to individuals and businesses alike. Our team of experienced professionals is dedicated to offering personalized solutions tailored to meet your unique financial needs and goals. Whether you are seeking expert advice on investments, planning for retirement, or managing your business finances, Hews Solutions is here to guide you every step of the way. Visit us today and discover how we can help you achieve financial success with confidence and clarity.
2744 Hylan Boulevard, Staten Island, New York 10306, United States -
Santander Bank Branch
● ClosedWelcome to the Santander Bank Branch located at 4310 Amboy Road, Staten Island, New York 10312. As a trusted name in banking and finance, we are committed to providing exceptional financial services to our valued customers in the Staten Island community. Whether you're looking to open a new account, apply for a loan, or seek financial advice, our dedicated team of professionals is here to assist you every step of the way. We offer a comprehensive range of services, including personal and business banking, mortgage and loan options, as well as investment and retirement planning. At Santander Bank, we prioritize your financial well-being and strive to deliver personalized solutions tailored to your unique needs. Visit us today and experience the difference of banking with Santander, where your financial future is our priority.
4310 Amboy Road, Staten Island, New York 10312, United States -
Flagstar Bank
● ClosedWelcome to Flagstar Bank, your trusted financial partner located at 4523 Amboy Road, Staten Island, New York 10312. As a leading provider of banking and financial services, we are committed to helping you achieve your financial goals with ease and confidence. Our Staten Island branch offers a comprehensive range of services including personal and business banking, mortgage solutions, and investment advice tailored to meet your unique needs. With a focus on personalized customer service, our experienced team is dedicated to providing you with the tools and guidance necessary for financial success. Whether you're opening your first savings account, planning for retirement, or seeking a loan for your dream home, Flagstar Bank is here to support you every step of the way. Visit us today and discover the difference of banking with a community-focused institution that truly cares about your financial well-being.
4523 Amboy Road, Staten Island, New York 10312, United States -
Wells Fargo Wealth Management
● ClosedWelcome to Wells Fargo Wealth Management, your trusted partner in navigating the complexities of finance and investment. Conveniently located at 4864 Arthur Kill Road in Staten Island, New York, we are dedicated to serving the financial needs of our community with expertise and personalized attention. At Wells Fargo Wealth Management, we understand that every financial journey is unique. Our team of experienced financial advisors is committed to helping you achieve your financial goals, whether you're planning for retirement, managing your investments, or preserving your wealth for future generations. We offer a comprehensive range of services, including portfolio management, estate planning, retirement planning, and more, all tailored to meet your specific needs.
4864 Arthur Kill Road, Staten Island, New York 10309, United States -
Jason Hoffman
● OpenWelcome to Jason Hoffman Finance, your trusted partner in achieving financial success. Located conveniently at 859 Walt Whitman Road, Melville, New York, 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 guiding you through every step of your financial journey, whether you’re planning for retirement, managing investments, or seeking advice on wealth management. At Jason Hoffman Finance, we understand that your financial goals are as unique as you are. That’s why we offer a comprehensive range of services designed to help you navigate the complexities of today’s financial landscape with confidence. Our client-focused approach ensures that you receive the highest level of service and the most effective strategies to achieve your objectives.
859 Walt Whitman Road, Melville, New York 11747, United States -
Reverse Mortgage Information Center
● ClosedWelcome to the Reverse Mortgage Information Center, your trusted partner in financial solutions located in the heart of Miller Place, New York. Situated at 6 Panther Path, our center is dedicated to providing comprehensive and personalized guidance on reverse mortgages, helping you make informed decisions about your financial future. At the Reverse Mortgage Information Center, we understand the unique financial needs of seniors and homeowners. Our experienced team is committed to offering clear, reliable information and expert advice tailored to your individual circumstances. Whether you are looking to supplement your retirement income, manage expenses, or explore financial options for your home, we are here to assist you every step of the way.
6 Panther Path, Miller Place, New York 11764, United States -
Jose Rosario - Morgan Stanley
● OpenWelcome to Jose Rosario - Morgan Stanley, your trusted financial partner located in the heart of Port Jefferson, New York. Situated at 414 Main Street, our office is dedicated to providing personalized financial services to meet your unique needs. With a focus on building lasting relationships, we offer expert guidance in wealth management, investment planning, and retirement strategies. Our experienced team is committed to helping you achieve your financial goals with tailored solutions and insightful advice. Whether you're planning for the future, managing your investments, or seeking comprehensive financial planning, Jose Rosario - Morgan Stanley is here to support your journey every step of the way. Visit us today to discover how we can help secure your financial future.
414 Main Street, Port Jefferson, New York 11777, United States -
Richard Bucaro - Morgan Stanley
● OpenWelcome to Richard Bucaro - Morgan Stanley, your trusted partner in financial planning and wealth management located in the heart of Port Jefferson, New York. Situated at 414 Main Street, we pride ourselves on offering personalized financial services tailored to meet the unique needs of each client. With a commitment to excellence and a deep understanding of the financial landscape, our team is dedicated to helping you achieve your financial goals. Whether you're planning for retirement, investing for the future, or seeking expert advice on managing your assets, Richard Bucaro and his experienced team are here to guide you every step of the way. Visit us today to discover how we can help you secure a prosperous financial future.
414 Main Street, Port Jefferson, New York 11777, 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 New York 25A, Setauket-East Setauket, New York 11733. We are committed to providing personalized financial solutions to meet your banking needs. Please note our special holiday hours: we will close early at 3:00 PM on Wednesday, July 3, and remain closed on Thursday, July 4, in celebration of the holiday. Despite our holiday closure, our Online, Mobile & Telephone Banking services remain available around the clock to ensure you can manage your finances anytime, anywhere.
New York 25A, Setauket- East Setauket, New York 11733, United States -
Luss Group
● ClosedWelcome to The Luss Group, Inc., your trusted partner in insurance and financial services. Conveniently located at 102 West Broadway, Port Jefferson, New York 11777, we pride ourselves on delivering personalized and comprehensive solutions to meet your unique needs. With a commitment to excellence and a client-first approach, The Luss Group offers a wide range of insurance products and financial planning services designed to help you secure your financial future. Our experienced team, led by Kevin A. Luss, CFP, ChFC, is dedicated to providing expert guidance and tailored strategies for every stage of your life.
102 West Broadway, Port Jefferson, New York 11777, United States -
The First National Bank of Long Island
● ClosedWelcome to The First National Bank of Long Island, your trusted partner in financial services, located at 711 Fort Salonga Road, Northport, New York 11768. As a leading bank in the community, we are dedicated to providing exceptional banking and financial solutions tailored to meet your needs. Our comprehensive services include personal and business banking, loans, mortgages, and investment options. Please note our upcoming holiday schedule: we will close early at 3:00 PM on Wednesday, July 3, and remain closed on Thursday, July 4, in observance of the holiday. However, you can still manage your finances conveniently with our Online, Mobile, and Telephone Banking services, available 24/7. For your convenience, explore our 24-hour ATM locations here.
711 Fort Salonga Road, Northport, New York 11768, United States -
National CD Rateline
● ClosedWelcome to National CD Rateline, your trusted financial partner located in the heart of Middle Island, New York. Situated at 608 Middle Country Road, we specialize in providing our community with top-notch financial services and advice. Our dedicated team is committed to helping you make informed decisions about your financial future, offering competitive rates on Certificates of Deposit (CDs) and personalized financial solutions tailored to meet your unique needs. Whether you're looking to grow your savings, plan for retirement, or explore investment opportunities, National CD Rateline is here to guide you every step of the way. Visit us today to discover how we can help you achieve your financial goals with confidence and security.
608 Middle Country Road, Middle Island, New York 11953, United States -
Strategic Wealth Solutions LLC
● ClosedWelcome to Strategic Wealth Solutions LLC, your trusted partner in financial success, located at 625 Middle Country Road, Coram, New York. At Strategic Wealth Solutions, we are dedicated to providing personalized financial services tailored to meet your unique needs and goals. Our team of experienced professionals is committed to helping you navigate the complexities of wealth management, investment strategies, and financial planning. Whether you're looking to grow your investments, plan for retirement, or secure your financial future, we offer expert guidance and innovative solutions to ensure your prosperity. Discover the difference of working with a team that prioritizes your financial well-being. Visit us today and take the first step towards achieving your financial dreams.
625 Middle Country Road, Coram, New York 11727, United States -
Suffolk County National Bank
● OpenWelcome to Suffolk County National Bank, your trusted financial partner located at 222 East Main Street, Smithtown, New York. As a cornerstone of the community, we pride ourselves on delivering exceptional banking services tailored to meet your personal and business needs. Our comprehensive range of financial solutions includes personal banking, business banking, loans, and investment services, all designed to help you achieve your financial goals. At Suffolk County National Bank, we understand the importance of convenience and accessibility, which is why we offer a 24/7 ATM service to ensure you have access to your funds whenever you need them. Our dedicated team of financial experts is committed to providing personalized service, expert advice, and innovative solutions to support your financial journey.
222 East Main Street, Smithtown, New York 11787, United States -
Juleigha Schmidt - State Farm Insurance Agent
● ClosedWelcome to Juleigha Schmidt - State Farm Insurance Agent, located at 1820 Middle Country Road, Centereach, NY 11720. As your dedicated State Farm agent, I am proud to serve Centereach and surrounding areas such as Selden, Farmingville, Lake Grove, Nesconset, and Lake Ronkonkoma. With deep roots in Suffolk County as a lifelong resident, homeowner, and business owner, I understand the importance of safeguarding what matters most to you. Our experienced team is committed to providing comprehensive insurance solutions, including Auto, Homeowners, Renters/Condo, Disability Insurance, and more. We focus not only on ensuring you have the right policies but also on helping you understand the significance of your coverage and how it benefits your family.
1820 Middle Country Road, Centereach, New York 11720, United States -
GACC
● ClosedWelcome to GACC, your trusted financial partner located in the heart of Nesconset, New York. Situated at 195 Smithtown Boulevard, GACC is dedicated to providing exceptional financial services tailored to meet the unique needs of our community. As a premier finance business, we specialize in a wide range of services, including personal finance planning, investment management, and comprehensive business consulting. At GACC, our team of experienced professionals is committed to delivering personalized solutions that help you achieve your financial goals. Whether you're planning for retirement, expanding your business, or simply seeking expert financial advice, we are here to guide you every step of the way. Our client-centric approach ensures that we understand your specific needs and offer strategies that are not only effective but also aligned with your long-term objectives.
195 Smithtown Boulevard, Nesconset, New York 11767, United States -
Mutual Inc
● ClosedWelcome to Mutual Inc., your trusted partner in achieving the financial future you envision. Conveniently located at 2410 North Ocean Avenue, Farmingville, New York, we specialize in providing tailored financial solutions to help you and your family navigate your retirement journey with confidence. At Mutual Inc., we understand that the first step in planning for retirement is identifying your income needs. Our comprehensive services include insights into asset allocation and diversification, designed to enhance your investment outcomes. Explore our MemberMinds video series to gain valuable knowledge about these critical financial strategies.
2410 North Ocean Avenue, Farmingville, New York 11738, United States -
Snyder Wealth Group
● ClosedWelcome to Snyder Wealth Group, your trusted partner in financial success, located at 1733 North Ocean Avenue, Medford, New York. At Snyder Wealth Group, we are dedicated to providing personalized financial services that empower individuals and businesses to achieve their financial goals. Our team of experienced financial advisors specializes in comprehensive wealth management, investment strategies, retirement planning, and estate planning. We pride ourselves on building long-lasting relationships with our clients through transparency, integrity, and a deep understanding of their unique financial needs. Whether you're planning for your future, growing your wealth, or securing your legacy, Snyder Wealth Group is here to guide you every step of the way. Visit us today and discover how we can help you create a brighter financial future.
1733 North Ocean Avenue, Medford, New York 11763, United States -
Jim Salveson - State Farm Insurance Agent
● ClosedWelcome to Jim Salveson - State Farm Insurance Agent, your trusted local insurance agency located at 2604 New York 112, Medford, New York 11763. As the New Year unfolds, it's the perfect time to evaluate your financial goals and insurance needs. Our experienced team is here to help you get started on the right track, ensuring peace of mind for you and your family. At Jim Salveson State Farm Agency, we offer a range of services to meet your needs, from Auto, Home, Life, and Health Insurance to retirement planning options like SEP IRA, SIMPLE IRA, and 401k plans. These retirement solutions are designed to help small businesses attract and retain top talent while securing their future.
2604 New York 112, Medford, New York 11763, United States -
Lee Neugebauer - Morgan Stanley
● OpenWelcome to Lee Neugebauer - Morgan Stanley, your trusted partner in navigating the complex world of finance. Conveniently located at 888 Veterans Memorial Highway in Hauppauge, New York, we are dedicated to offering personalized financial services tailored to meet your unique goals and aspirations. At Lee Neugebauer - Morgan Stanley, we understand that financial planning is a journey, and we are here to guide you every step of the way. With a commitment to excellence and a focus on building long-term relationships, our team of experienced professionals provides a comprehensive range of services, including wealth management, investment strategies, retirement planning, and more.
888 Veterans Memorial Highway, Hauppauge, New York 11788, United States -
Alan P. Todd - Morgan Stanley
● OpenWelcome to Alan P. Todd - Morgan Stanley, your trusted partner in financial planning and investment management. Conveniently located at 888 Veterans Memorial Highway in Hauppauge, New York, we are dedicated to helping you achieve your financial goals with personalized and strategic solutions. Our team of experienced financial advisors is committed to providing exceptional service, tailored advice, and a comprehensive range of investment products to meet your unique needs. At Alan P. Todd - Morgan Stanley, we understand that every client's financial journey is different. Whether you are planning for retirement, managing your wealth, or seeking investment opportunities, we offer a wide array of services designed to guide you through every stage of your financial life. Our approach is client-focused, ensuring that we listen to your aspirations and work collaboratively to develop strategies that align with your objectives.
888 Veterans Memorial Highway, Hauppauge, New York 11788, United States
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