TOP 30 Client needs in New York

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.

The Special Needs Coach is a health institution located at 297 New York 35, Cross River, New York, United States. Our dedicated team of professionals provides personalized coaching and support for individuals with special needs, helping them achieve their health and wellness goals. We offer a range of services tailored to meet the unique needs of each individual, including fitness programs, nutritional guidance, and emotional support. Our goal is to empower our clients to lead fulfilling and healthy lives, regardless of their challenges. Visit us today and let us help you reach your full potential.

Bank of America Private Client Advisor John G. Stewart, located at 69 State Street, Albany, New York, is a finance institution dedicated to serving the financial needs of high net worth individuals, families, not-for profit institutions, and businesses. With over 30 years of experience, John provides strategic guidance on investment management, lending, trusts, estate planning, and philanthropic objectives. Leading a team of specialists, John utilizes the resources of Bank of America to provide comprehensive strategies tailored to each client's needs. John holds a Bachelor of Science in Business Management and is a Certified Financial Planner™ with expertise in exit planning for business owners. Active in the community, John has served on advisory boards for various organizations and has been involved in youth programs. The team at Bank of America Private Bank is committed to building strong client relationships based on trust, personal experience, and a tailored approach to wealth management.

Bank of America Private Client Advisor William Ayers, located at 300 Broadhollow Road, Melville, New York, is a finance institution led by Senior Vice President and Private Client Advisor, Bill Ayers. With over three decades of experience in banking and wealth management, Bill assists families and individuals in navigating the complexities of significant wealth. Specializing in customized credit and lending, Bill analyzes both sides of a client's balance sheet to identify efficiencies and anticipate key decision points in their financial future. As the leader of a client's Private Bank team, he develops integrated strategies in investment management, banking, lending, trust and estate planning, business succession, and philanthropy. Bill's team collaborates with specialists to help clients achieve their financial goals with precision and resolve. Prior to joining Bank of America Private Bank, Bill held leadership roles at Astoria Bank and JP Morgan Chase, advising high-net-worth individuals and families. Active in the Long Island community, Bill serves on the board of Catholic Charities and has been involved with Long Island Cares and The Harry Chapin Food Bank. The team at Bank of America Private Bank is dedicated to building strong client relationships based on trust and personal experience, creating strategies tailored to meet clients' needs and goals. With over 200 years of experience, Bank of America Private Bank helps clients manage significant wealth, providing personalized solutions to achieve financial objectives. The institution values innovation and offers disciplined financial strategies to navigate evolving markets and complexities in the financial landscape. Please note that the website may redirect to FINRA’S BrokerCheck and that neither Bank of America Private Bank nor its affiliates provide legal, tax, or accounting advice. Clients should consult their advisors before making financial decisions.

Argus Accounting & Tax Service is a trusted institution located at 6343 Transit Road in Depew, New York. Specializing in accounting and finance services, our team is dedicated to providing top-notch financial solutions to our existing clients. Unfortunately, we are not accepting new clients at this time in order to focus on delivering the highest level of service and attention to our current clientele. Trust Argus Accounting & Tax Service for all of your financial needs.

Bank of America Private Client Advisor Breauna O. Crumpler, located at 10 Fountain Plaza in Buffalo, New York, is a Vice President and Private Client Advisor II at Bank of America Private Bank. With a focus on wealth management, Breauna works closely with clients to address a range of financial needs, leading a team of specialists to implement tailored strategies in investment management, trust and estate planning, lending, and philanthropy. She is dedicated to helping families and business owners achieve their financial goals and is actively involved in community initiatives. Breauna holds a B.S. in sociology and an MBA, and is a member of the National Black MBA Association. Bank of America Private Bank has a history of helping clients manage significant wealth for over 200 years, offering personalized approaches and resources to achieve financial objectives. With a commitment to innovation and client priorities, the institution provides disciplined financial strategies and continuity across generations. It is important to note that Bank of America Private Bank does not provide legal, tax, or accounting advice, and clients should consult their advisors before making financial decisions. Investing involves risk, and past performance does not guarantee future results. For more information and privacy practices, clients can review the Bank of America Online Privacy Notice and FAQs.

Chase Private Client is a prestigious financial institution located at 275 Halstead Avenue in Harrison, New York. As a private client, you will receive personalized financial advice and exclusive banking services tailored to your individual needs. With access to a team of experienced financial advisors and a wide range of investment options, Chase Private Client strives to help you achieve your financial goals and secure your financial future. Experience the difference of banking with Chase Private Client today.

Bank of America Private Client Advisor John Adam Alexander is a Senior Vice President and Private Client Advisor at Bank of America Private Bank, located in Brooklyn, NY. With a focus on advising Business Owners, from tech startups to multi-generational family businesses, John holds the Certified Exit Planning Advisor® and the Chartered SRI Counselor™ designations. He leads a team of specialists in investment management, trust and estate planning, banking and lending, liquidity event planning, legacy and wealth strategy, NextGen, art and philanthropy, and Family Office design. John's three decades of leadership experience in private banking and investment management across the Americas, Europe, and Asia make him well-equipped to provide expert advice tailored to the unique needs of each family. Fluent in Spanish and French, with a working knowledge of Russian, John is also the Executive Director of the Piermont Straus Foundation. At Bank of America Private Bank, clients can expect a personalized approach to managing significant wealth, with a focus on preserving and sharing wealth, building philanthropic legacies, and planning for future growth. The institution values innovation and aims to help clients anticipate and respond to evolving markets and financial landscapes. Please note that by visiting the Bank of America Private Bank's website, you may be directed to FINRA’S BrokerCheck. Investing involves risk, and it is recommended to consult legal and tax advisors before making financial decisions. Bank of America Private Bank does not serve in a fiduciary capacity with respect to all products or services.

Bank of America Private Client Advisor Frances Beiro is located at 300 Broadhollow Road in Melville, New York, United States. Frances Beiro is a Senior Vice President, Private Client Advisor, and Institutional Client Advisor with Bank of America Private Bank. She focuses on developing long-lasting relationships with clients to help them manage their wealth effectively and with care. Frances is committed to acting as a fiduciary, always looking out for the best interests of her clients. She specializes in helping families build lasting legacies and offers a range of services including investments, wealth strategy, trust and estate planning, and banking. Frances also works with nonprofit organizations to help them achieve financial stability and long-term growth. She is dedicated to giving back to the community and is involved in various organizations such as Circulo de la Hispanidad and the Women's Exchange. With a background in finance and a strong network of relationships, Frances is able to provide clients with the resources they need to reach their financial goals.

Bank of America Private Client Advisor Jing J Chen is a Managing Director and Private Client Advisor located at 300 Broadhollow Road, Melville, New York, United States. Jing works closely with entrepreneurs, business owners, and executives, offering personalized financial advice in Mandarin and Cantonese. He leads a team of specialists in investment management, trust and estate planning, banking and lending, family office services, and business and succession planning. With a focus on clarity and responsiveness, Jing helps clients make informed decisions about their financial lives and legacies. He is committed to each client's long-term best interests and provides guidance on dynamic market conditions and evolving family priorities. Jing is a Certified Financial Planner™ and holds the Chartered Retirement Planning Counselor™ designation. Outside of work, Jing is involved in the Chinese American community in Queens. The team at Bank of America Private Bank is dedicated to building strong client relationships based on trust and personal experience. They take the time to understand each client's needs and goals to create strategies that aim to meet their best interests now and in the future. With a history of over 200 years, Bank of America Private Bank helps clients manage significant wealth by offering personalized approaches and resources to achieve financial objectives. The institution values innovation and provides disciplined financial strategies to help clients navigate the complexities of the financial landscape. Please note that Bank of America Private Bank does not provide legal, tax, or accounting advice, and clients should consult their advisors before making financial decisions. Investing involves risk, and past performance does not guarantee future results. For more information, visit the Bank of America website."

Bank of America Private Client Advisor Vincent A Keaveny, located at 300 Broadhollow Road in Melville, New York, offers wealth management guidance for clients with complex financial needs. With nearly two decades of experience, Vincent specializes in serving high-net-worth individuals, families, non-profit organizations, entrepreneurs, and more. He leads a team of specialists to deliver personalized wealth management strategies based on individual objectives. Vincent's background includes roles at JP Morgan Chase and Citigroup Investment Services before joining Bank of America Private Bank in 2004. He holds a B.A. in economics from Fordham University and an M.B.A. in finance from Hofstra University. Active in his community, Vincent enjoys competing in local running races and triathlons. The team at Bank of America Private Bank is dedicated to building strong client relationships based on trust and personal experience. They listen carefully to clients' needs and goals to create tailored strategies that aim to meet their best interests now and in the future. With a history of over 200 years, Bank of America Private Bank helps clients manage significant wealth by providing personalized approaches and leveraging the resources of Bank of America. Their commitment is to make clients' financial objectives a top priority, whether it's preserving wealth, building philanthropic legacies, or planning for future growth. Through a focus on innovation and disciplined financial strategies, Bank of America Private Bank aims to help clients navigate evolving markets and the complexities of the financial landscape. Please note that Bank of America Private Bank's website may direct you to FINRA’S BrokerCheck and that they do not provide legal, tax, or accounting advice. It's recommended to consult legal and tax advisors before making financial decisions.

Bank of America Private Client Advisor John M Pitton, located at 75 South Clinton Avenue in Rochester, New York, is a finance institution that offers wealth management and private banking services to business owners, high-net-worth families, private foundations, and nonprofit organizations. John Pitton, as the Managing Director and Market Director, leads a team of professionals who provide strategic guidance and services including investment management, trust and estate planning, real estate finance, lending, and philanthropic services. With over 35 years of experience with Bank of America, John has a strong background in corporate and commercial banking, overseeing large banking relationships and driving business integration activities. The team at Bank of America Private Client Advisor is dedicated to building strong client relationships based on trust and personalized experiences, with a focus on creating strategies that meet the unique needs and goals of each client. With a history of over 200 years, Bank of America Private Bank combines personalized service with the resources of Bank of America to help clients achieve their financial objectives. The institution values innovation and strives to anticipate and respond to changing markets and financial landscapes. It is important to note that while the institution provides information about products and services, clients should consult legal and tax advisors before making financial decisions. Bank of America Private Bank does not serve in a fiduciary capacity with all products or services, and clients should review the institution's privacy policies and practices.

Need a US Address is a convenient service located at 793 Center Street in Lewiston, New York. Whether you are an international student, expat, or online shopper, we provide a physical US address for you to receive mail and packages. With our secure and reliable service, you can shop from US retailers, receive important documents, and have a reliable address for all your correspondence needs. Let Need a US Address be your trusted partner in managing your mail and packages in the United States.

Client Solutions Group is a financial institution located at 1902 Ridge Road in West Seneca, New York. Specializing in ATM services and finance solutions, we provide a range of services to meet the needs of our clients. Our dedicated team is committed to delivering top-notch customer service and tailored financial solutions to help individuals and businesses achieve their financial goals. Visit us today to experience the convenience and expertise of Client Solutions Group.

Citi Institutional Clients Group, located at 388 Greenwich Street, New York, NY 10013, is a premier financial services provider catering to a diverse range of institutional clients. As a division of Citigroup, one of the world's largest and most respected financial institutions, Citi Institutional Clients Group offers a comprehensive suite of financial products and services designed to meet the complex needs of corporations, governments, and institutional investors. This business specializes in delivering tailored solutions in areas such as investment banking, capital markets, advisory services, treasury and trade solutions, and risk management. With a dedicated team of seasoned professionals, Citi Institutional Clients Group leverages its global reach and extensive market expertise to help clients achieve their financial objectives and navigate the ever-changing economic landscape.

Welcome to Client Solutions Group, your trusted partner in financial services located at 19 Norton Place, Fredonia, New York. Specializing in ATM solutions and comprehensive financial services, we are dedicated to providing the community with convenient, reliable, and secure access to their finances. Whether you need quick cash withdrawals, efficient account management, or personalized financial advice, our expert team is here to assist you. At Client Solutions Group, we prioritize customer satisfaction and financial well-being, ensuring that your needs are met with professionalism and care. Visit us today and experience the difference in quality financial services.

Welcome to All Insurance Needs Brokerage, your trusted insurance agency conveniently located at 9605 Roosevelt Avenue, Queens, New York 11368. We specialize in providing comprehensive insurance solutions tailored to meet the diverse needs of individuals, families, and businesses in our community. Our dedicated team of experienced professionals is committed to delivering personalized service and expert guidance to help you navigate the complexities of insurance coverage. At All Insurance Needs Brokerage, we offer a wide range of insurance products, including auto, home, health, life, and business insurance. We understand that each client has unique requirements, and we take pride in offering customized policies that provide the right protection at competitive rates. Whether you're looking to safeguard your personal assets or secure your business's future, we are here to assist you every step of the way.

Welcome to EXIT Realty Private Client, your trusted partner in real estate located at 2000 Williamsbridge Road, The Bronx, New York 10461. As a premier real estate agency, we are dedicated to providing personalized and professional services to meet all your property needs. Whether you're buying, selling, or investing in real estate, our experienced team is here to guide you every step of the way. We pride ourselves on our local expertise, in-depth market knowledge, and commitment to delivering exceptional results for our clients. At EXIT Realty Private Client, your real estate goals are our top priority. Discover the difference with us today!

Charles Schwab is a renowned finance institution located at 2095 Moriches Road in Lake Grove, New York. As a trusted name in the financial industry, Charles Schwab offers a wide range of services including investment advice, brokerage services, and wealth management solutions. With a commitment to helping clients achieve their financial goals, Charles Schwab provides expert guidance and personalized strategies to meet individual needs. Visit their location in Lake Grove to learn more about how Charles Schwab can help you secure your financial future.

Sydney F Rogers Agency is a reputable insurance agency located at 34 Timber Hill Lane in South Fallsburg, New York. With a strong commitment to providing personalized and reliable insurance solutions, they offer a wide range of coverage options to meet the unique needs of their clients. Whether you are looking for home, auto, life, or business insurance, their team of experienced agents is dedicated to helping you find the right policy at the best possible price. Trust Sydney F Rogers Agency to protect what matters most to you.

Executive Medical Services, PC is a premier health institution located in the heart of New York City. Our expert team of physicians and specialists provide personalized and comprehensive medical care for executives and individuals seeking top-notch healthcare services. From preventive screenings to specialized treatments, our state-of-the-art facility at 18 East 48th Street offers a wide range of medical services to meet the unique needs of our patients. With a focus on excellence and patient-centered care, Executive Medical Services, PC is dedicated to helping our clients achieve optimal health and well-being.

Charles Schwab is a well-established financial institution located at 331 Central Park Avenue in Scarsdale, New York, United States. Known for its expertise in finance and investment services, Charles Schwab offers a wide range of products and solutions to help individuals and businesses achieve their financial goals. With a reputation for excellence and a commitment to customer satisfaction, Charles Schwab is a trusted partner for all your financial needs.

Dr. Vergenia A. Simpkins, MD is a trusted medical institution located at 1037 Main Street in Peekskill, New York. Dr. Simpkins is a highly experienced and compassionate doctor who provides top-quality healthcare services to patients of all ages. Whether you are in need of a routine check-up, a specialized treatment, or ongoing care for a chronic condition, Dr. Simpkins and her dedicated team are here to help. With a focus on personalized care and patient education, they strive to empower individuals to take control of their health and well-being. Visit Dr. Vergenia A. Simpkins, MD for comprehensive and attentive medical care in a welcoming and professional environment.

Glass America in Amherst, NY is a trusted car repair institution located at 791 Wehrle Drive in Buffalo, New York. With a focus on exceptional customer service, our knowledgeable staff, including customer service rep Cheryl, will ensure that your experience is seamless and satisfactory. Our skilled technician, Eric R., will arrive promptly at your location and complete the job efficiently. You can easily schedule an appointment online after receiving a quote. Whether you are in Akron, Albion, Alden, or any other nearby area, our services are available to you. With positive feedback from satisfied customers in the Niagara Falls region, you can trust us for all your windshield and glass repair needs. Contact us today for a convenient and reliable service experience.

Best Mutual Insurance Group is a reputable insurance agency located at 135 City Island Avenue in New York, United States. With a strong focus on providing top-notch insurance products and exceptional customer service, our experienced team of professionals is dedicated to helping clients find the best coverage options to suit their individual needs. Whether you are looking for auto, home, life, or business insurance, we are committed to delivering personalized solutions that offer peace of mind and financial protection. Trust Best Mutual Insurance Group to be your trusted partner in safeguarding what matters most to you.

402 Fresh Market is a one-stop shop for all your grocery needs located at 402 Jersey Street in New York, United States. This bustling institution offers a wide variety of fresh produce, meats, dairy products, and pantry staples to satisfy all your culinary desires. In addition to their grocery selection, 402 Fresh Market also boasts a well-stocked liquor store, ensuring that you can find the perfect beverage to complement your meal. With friendly and knowledgeable staff ready to assist you, this market is the go-to destination for all your food and beverage needs.

Charles Schwab is a renowned finance institution located at 2645 South Road in Poughkeepsie, New York, United States. With a reputation for providing top-notch financial services, including investment advice, wealth management, and brokerage services, Charles Schwab is a trusted name in the industry. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to invest, save for retirement, or manage your assets, Charles Schwab is committed to providing personalized solutions to meet your needs. Visit their office in Poughkeepsie today to learn more about how they can help you achieve financial success.

Samoura Convenience and Smoke Shop is a one-stop shop located at 211 Carleton Avenue in East Islip, New York. This institution offers a wide range of convenience items, including snacks, beverages, and household essentials. In addition, they also have a selection of tobacco products and smoking accessories available for purchase. Customers can also find a variety of liquor options at this store. With friendly service and a convenient location, Samoura Convenience and Smoke Shop is the perfect place to pick up everything you need in one quick stop.

TD Wealth is a leading financial institution located at 324 South Service Road in Melville, New York. As a trusted provider of wealth management services, TD Wealth offers a wide range of financial solutions to help individuals and businesses achieve their financial goals. With a team of experienced financial advisors and specialists, TD Wealth is dedicated to providing personalized and comprehensive financial planning services tailored to meet the unique needs of each client. Whether you are looking to grow your investments, plan for retirement, or manage your estate, TD Wealth is committed to helping you build and protect your wealth for the future.

Glass America in Fairport, NY is a trusted car repair institution located at 7275 Pittsford Palmyra Road. Our team of skilled technicians specializes in windshield repair and replacement, ensuring your vehicle is safe and road-ready. With a commitment to quality service and customer satisfaction, Glass America is the go-to destination for all your auto glass needs in Fairport, New York.