TOP 10 Client focused services in New York

Two William Street American Express Travel Services is a premier travel agency located at 111 Main Street in White Plains, New York. With a focus on providing top-notch customer service and personalized travel experiences, our team of experienced travel agents are dedicated to helping clients plan unforgettable vacations, business trips, and everything in between. Whether you're looking to book a luxury cruise, a family-friendly resort getaway, or a corporate retreat, Two William Street American Express Travel Services has the expertise and resources to make your travel dreams a reality. Contact us today to start planning your next adventure!

Safwan Travel & Multi Services Corp. is a reputable travel agency located at 1217 White Plains Road in New York, United States. With a focus on providing top-notch travel services, they offer a wide range of travel packages, including flights, accommodations, tours, and more. Their team of experienced travel agents is dedicated to helping clients plan unforgettable trips and create lasting memories. Whether you're looking for a relaxing beach vacation, an adventurous trek through the mountains, or a cultural exploration in a new city, Safwan Travel & Multi Services Corp. has you covered. Contact them today to start planning your dream getaway.

Chris Larkin - GrandView Insurance & Financial Services is a renowned LPL Financial Advisor located at 444 Bedford Road in Pleasantville, New York. As a leading finance and insurance agency, we provide expert guidance and personalized solutions to help clients achieve their financial goals. With a focus on integrity and professionalism, our team is dedicated to providing top-notch service and comprehensive financial planning. Contact us today to start securing your financial future with confidence.

Northern Westchester Financial Services is a leading finance institution located at 2649 Strang Boulevard in Yorktown Heights, New York. With a strong focus on providing top-notch financial services to individuals and businesses in the Northern Westchester area, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, Northern Westchester Financial Services is here to provide personalized solutions tailored to your specific needs. Visit us today to see how we can help you secure a brighter financial future.

Corrado A Dell'aglio - Financial Advisor, Ameriprise Financial Services, LLC is a trusted financial institution located at 100 Summit Lake Drive in Valhalla, New York, United States. Specializing in providing comprehensive financial planning and investment services, Corrado A Dell'aglio and his team at Ameriprise Financial Services, LLC are dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized service and tailored financial solutions, this institution is committed to helping individuals and families make informed decisions about their finances. Whether you are planning for retirement, saving for your children's education, or looking to build wealth, Corrado A Dell'aglio - Financial Advisor, Ameriprise Financial Services, LLC is here to provide expert guidance and support every step of the way.

Hudson River Wealth Management - UBS Financial Services Inc. is a premier financial institution located at 709 Westchester Avenue in White Plains, New York. Specializing in wealth management, our experienced team of financial advisors are dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized service and expert advice, Hudson River Wealth Management offers a wide range of financial services including investment management, retirement planning, estate planning, and more. Trust in our team to provide you with the guidance and support needed to navigate the complexities of the financial world. Visit us today to learn more about how we can help you achieve financial success.

Pell Wealth Partners - Ameriprise Financial Services, LLC, located at 800 Westchester Avenue in Rye Brook, New York, is a finance institution that has been recognized as one of Forbes Best-in-State Wealth Management Teams for 2024. The team at Pell Wealth Partners is dedicated to helping individuals and families answer important financial questions, such as ensuring they do not run out of money before they run out of life. With a diverse team of advisors specializing in areas such as insurance, divorce financial planning, and multigenerational planning, Pell Wealth Partners offers expertise in Socially Responsible Investing and quantitative investing strategies. The institution's core values focus on alleviating financial stress and empowering future prosperity through personalized financial planning that aligns with clients' goals and values. Clients can expect a comprehensive initial consultation to discuss their financial priorities and goals. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, providing clients with peace of mind and security in their financial planning journey.

Douglas Mark is a financial advisor at Ameriprise Financial Services, LLC located at 800 Westchester Avenue in Rye Brook, New York, United States. Douglas Mark holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Douglas Mark is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. With a focus on ethical practices and continuing education, Douglas Mark is committed to helping clients achieve their financial goals.

Anthony C. Barone, a financial advisor at Ameriprise Financial Services, LLC located at 100 South Jersey Avenue, Setauket- East Setauket, New York, offers personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. With regular meetings to review progress and adjust strategies as needed, clients can track their financial journey securely from any device. By scheduling a complimentary initial consultation, clients can explore how Anthony C. Barone can help them achieve their financial aspirations. As a member of FINRA and SIPC, Ameriprise Financial Services, LLC provides investment products and services with a focus on client relationships and financial planning concepts. With a commitment to privacy and security, Anthony C. Barone looks forward to assisting friends and family members in reaching their financial goals.

Argus Information and Advisory Services, Inc. is a leading provider of data analytics and consulting services located at 50 Main Street in White Plains, New York. With a focus on delivering actionable insights and strategic recommendations to clients in the financial services industry, Argus helps organizations make informed decisions and drive business growth. Their team of experts utilizes cutting-edge technology and industry expertise to provide innovative solutions that address the complex challenges faced by their clients. Argus is committed to delivering high-quality, reliable information and advisory services that empower their clients to succeed in an ever-changing marketplace.

RTR Financial Services Inc is a reputable finance institution located at 901 North Broadway in White Plains, New York, United States. With a strong focus on providing comprehensive financial services, RTR Financial Services Inc offers expertise in areas such as investment management, financial planning, and wealth management. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or manage your assets, RTR Financial Services Inc is committed to providing personalized solutions tailored to your specific needs.

Montauk Point Financial Services is a reputable finance institution located at 27 Ciliotta Lane in Port Jefferson Station, New York. Our dedicated team of financial experts are committed to providing top-notch financial services to our clients. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, Montauk Point Financial Services has the knowledge and expertise to help you achieve your financial goals. With a focus on personalized service and tailored financial solutions, we strive to build long-lasting relationships with our clients and help them secure their financial future. Visit us today to see how we can assist you with your financial needs.

Client Focused Advisors, a member of Royal Alliance Associates, is a leading finance institution located at 191 New York Avenue in Huntington, New York. Our dedicated team of advisors is committed to providing personalized financial solutions tailored to meet the unique needs and goals of each client. With a focus on building long-lasting relationships, we strive to deliver exceptional service and guidance to help our clients achieve financial success. Whether you are planning for retirement, investing for the future, or seeking advice on wealth management, Client Focused Advisors is here to support you every step of the way. Contact us today to schedule a consultation and take the first step towards securing your financial future.

Manning Financial Services is a reputable finance institution located at 12 Clark Heights in Pleasant Valley, New York, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients, including investment advice, retirement planning, and wealth management. With a focus on personalized service and tailored solutions, Manning Financial Services is committed to helping individuals and businesses achieve their financial goals. Contact us today to schedule a consultation and see how we can help you secure your financial future.

Vincent T Trovato is a financial advisor at Ameriprise Financial Services, LLC located at 2345 New York 52, Hopewell Junction, New York, United States. With a focus on helping clients achieve their financial goals, Vincent offers personalized financial planning services to address retirement concerns, market fluctuations, and inflation risks. Clients can explore the Retirement InteractiveSM tool to understand potential challenges to their retirement income. Ameriprise Financial Services, LLC provides investment products and advisory services, with a commitment to helping clients build a more secure financial future. Vincent T Trovato is registered with FINRA and may conduct securities business in select states. Clients can schedule a complimentary initial consultation to discuss their financial needs and goals.

Dennis Tracy - Financial Advisor, Ameriprise Financial Services, LLC, located at 568 North Main Street, Brewster, New York, United States, offers personalized advice to help clients achieve their financial goals. With background and qualification information available on FINRA's BrokerCheck website, clients can trust in the expertise of Dennis Tracy. The institution provides insights on the current stock market trends and offers complimentary initial consultations to individuals seeking a more confident financial future. Investment products and services are available through Ameriprise Financial Services, LLC, a registered investment adviser, ensuring that clients receive expert guidance in managing their finances.

Donald Seifert is a financial consultant at Ameriprise Financial Services, LLC located at 568 North Main Street in Brewster, New York, United States. With a focus on individual goals and risk tolerance, Donald provides investment, asset allocation, and portfolio recommendations tailored to each client. Regular meetings are scheduled to review progress, update strategies, and track goals. Clients can access their investments and accounts securely from any device. Donald Seifert is registered to conduct securities business in select states and offers complimentary initial consultations to discuss financial planning concepts. Ameriprise Financial Services, LLC, Member FINRA and SIPC, cannot guarantee future financial results. Visit the website for important disclosures and information on privacy and security. Referrals are welcomed, and friends or family members can expect to hear from Donald Seifert soon to discuss their financial goals.

Angela M Celso - Private Wealth Advisor at Ameriprise Financial Services, LLC is a prestigious financial institution located at 2 Westchester Park Drive in White Plains, New York, United States. Specializing in wealth management, Angela M Celso holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing her expertise in asset management, retirement planning, estate planning, and investment strategies. With a focus on ethical practices and client-centered services, Angela M Celso provides comprehensive financial planning tailored to meet the individual needs of her clients. Whether you are a retiree, small business owner, or high net worth individual, Angela M Celso is dedicated to helping you achieve your financial goals with integrity and professionalism.

Joan Gregor is a knowledgeable and experienced financial advisor at Ameriprise Financial Services, LLC. Located at 2900 Westchester Avenue in Harrison, New York, Joan offers personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships and providing tailored solutions, Joan Gregor is dedicated to helping individuals and families navigate the complexities of the financial world. Whether you're planning for retirement, saving for a child's education, or looking to grow your investments, Joan Gregor can provide the guidance and expertise you need to secure your financial future.

Lauren Konstantin - UBS Financial Services Inc. is a finance institution located at 709 Westchester Avenue in White Plains, New York, United States. Specializing in wealth management and financial advisory services, our team of experts is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized service and tailored financial solutions, we strive to provide our clients with the knowledge and tools they need to make informed decisions about their finances. Contact us today to learn more about how we can help you reach your financial objectives.

Ryan Hetzer, CRPC - UBS Financial Services Inc. is a prestigious financial institution located at 709 Westchester Avenue in White Plains, New York, United States. Specializing in wealth management and investment services, our team of experts led by Ryan Hetzer, a Certified Retirement Planning Counselor, is dedicated to helping clients achieve their financial goals. With a focus on personalized strategies and top-notch customer service, we provide a comprehensive range of financial solutions tailored to meet the unique needs of each individual or business. Trust Ryan Hetzer, CRPC - UBS Financial Services Inc. to guide you towards a secure financial future.

Sean Gavin - Private Wealth Advisor at Ameriprise Financial Services, LLC is a reputable financial institution located at 2900 Westchester Avenue in Harrison, New York. As a trusted advisor, Sean Gavin provides personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and providing tailored financial solutions, Sean Gavin is dedicated to helping clients navigate the complexities of the financial world and secure their financial future. Contact Sean Gavin today to learn more about how he can help you reach your financial goals.

Josef Minnich is a financial advisor at Ameriprise Financial Services, LLC located at 800 Westchester Avenue in Rye Brook, New York, United States. With a focus on providing personalized financial guidance, Josef Minnich offers expertise in various areas of finance to help clients achieve their financial goals. Clients can review Josef Minnich's background, credentials, and experience to determine if their approach aligns with their needs. By filling out the "Request consultation" form, clients can connect with Josef Minnich for a complimentary initial consultation to discuss their financial situation and create a customized plan for their future.

Joseph P Lombardi - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 800 Westchester Avenue, Rye Brook, New York, United States, offers a wide range of financial services to meet the diverse needs of its clients. The institution boasts a team of professionals with various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, showcasing their expertise and commitment to providing top-notch financial advice and services. Whether you are looking for retirement planning, estate planning, investment management, or specialized services for seniors, small business owners, or individuals with special needs, Joseph P Lombardi and his team are equipped to help you navigate the complex world of finance. With a focus on ethics, education, and client-centered approach, this institution is dedicated to helping individuals achieve their financial goals and secure their future.

Donald Amoruso is a financial advisor at Ameriprise Financial Services, LLC located at 100 Summit Lake Drive in Valhalla, New York, United States. Donald holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, estate planning, retirement planning, and investment strategies. With a focus on ethical practices and comprehensive knowledge, Donald provides personalized financial advice to individuals, retirees, small business owners, and high net worth clients. Whether you need help with portfolio management, tax planning, risk management, or retirement income solutions, Donald is dedicated to helping you achieve your financial goals. Contact him today for expert financial guidance tailored to your specific needs.

Daniel W Saalman is a Financial Advisor at Ameriprise Financial Services, LLC located at 399 Knollwood Road, White Plains, New York, United States. He holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise in various financial areas such as asset management, estate planning, retirement planning, investment management, and more. With a focus on providing comprehensive and personalized financial advice, Daniel W Saalman is dedicated to helping clients achieve their financial goals.

Jak Cukaj - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 200 Summit Lake Drive in Valhalla, New York, offers a range of financial services and expertise. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Jak Cukaj is equipped to assist individuals with asset management, retirement planning, estate planning, investment opportunities, and insurance products. Specializing in areas such as wealth transfers, federal taxation, and retirement planning for domestic partners, Jak Cukaj provides tailored financial solutions for a diverse range of clients. With a focus on ethical practices and continuing education, Jak Cukaj is dedicated to helping clients make informed decisions and achieve their financial goals.

Robert Mennona is a Financial Advisor at Ameriprise Financial Services, LLC located at 399 Knollwood Road, White Plains, New York, United States. Robert Mennona holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Robert Mennona's expertise in financial planning, asset management, estate planning, retirement planning, investment management, and more. With a focus on providing comprehensive and tailored financial solutions, Robert Mennona is dedicated to helping clients achieve their financial goals and secure their financial future.

Michael Paulmeno is a financial advisor at Ameriprise Financial Services, LLC, located at 800 Westchester Avenue in Rye Brook, New York, United States. With a focus on finance, Michael provides expert advice and guidance to clients seeking to secure their financial future. Background and qualification information can be found on FINRA's BrokerCheck website. The institution offers a Client Relationship Summary Disclosure to ensure transparency and trust with clients. Michael Paulmeno is registered to conduct securities business in specific states, as listed on FINRA's BrokerCheck website. The institution provides consultations on financial planning concepts, with a focus on understanding each client's unique needs and goals. While Ameriprise Financial cannot guarantee future financial results, the institution strives to empower clients to make informed decisions. By referring friends and family to Michael Paulmeno, clients can help their loved ones achieve their financial goals. Privacy and security are a top priority at Ameriprise Financial, with strict adherence to website rules and regulations. Clients can rest assured that their information is protected through the institution's Online Security Guarantee. Feel free to reach out to Michael Paulmeno for a personalized consultation to discuss your financial needs.

Robert E Berard - Private Wealth Advisor, Ameriprise Financial Services, LLC is a leading financial institution located in White Plains, New York. As a private wealth advisor, Robert E Berard provides personalized financial planning and investment strategies to help clients achieve their long-term financial goals. With a focus on building and preserving wealth, the team at Ameriprise Financial Services, LLC offers expert guidance and tailored solutions to meet the unique needs of each individual client. Whether you are planning for retirement, saving for your children's education, or navigating a major life transition, Robert E Berard and his team are dedicated to helping you secure your financial future. Visit their office at 2 Westchester Park Drive to learn more about their comprehensive financial services.