TOP 30 Best College fund financial advice in New York
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Edward Jones - Financial Advisor: Neil G Gargiulo, AAMS™
● ClosedEdward Jones - Financial Advisor: Neil G Gargiulo, AAMS™ is a reputable financial institution located at 23 Depot Plaza in Bedford Hills, New York, United States. As a trusted advisor, Neil G Gargiulo, AAMS™ provides personalized financial planning and investment services to help clients achieve their financial goals. With a focus on building long-term relationships, Edward Jones offers a wide range of financial products and services to meet the unique needs of each individual. Whether you are planning for retirement, saving for college, or investing for the future, Neil G Gargiulo, AAMS™ is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
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Peter JD Dedel - Financial Advisor, Ameriprise Financial Services, LLC
● OpenPeter JD Dedel is a trusted financial advisor at Ameriprise Financial Services, LLC located in White Plains, New York. With years of experience in the finance industry, Peter is dedicated to helping clients achieve their financial goals and secure their financial futures. Whether you are planning for retirement, saving for college, or investing for the future, Peter can provide personalized advice and guidance to help you make informed financial decisions. Visit us at 445 Hamilton Avenue to start planning for a brighter financial future today.
445 Hamilton Ave Suite 408, White Plains, NY 10601, United States -
Adrian Mohorovich - Ameriprise Financial Services, LLC
● OpenAdrian Mohorovich - Ameriprise Financial Services, LLC is a finance institution located at 2 Westchester Park Drive in White Plains, New York. Our team of financial advisors is dedicated to helping clients achieve their financial goals through personalized financial planning and investment strategies. With a focus on building long-term relationships and providing top-notch customer service, we strive to empower our clients to make informed decisions about their finances. Whether you are planning for retirement, saving for college, or looking to grow your wealth, we are here to help you every step of the way. Visit us today to see how we can help you secure your financial future.
2 Westchester Park Dr #103, White Plains, NY 10604, United States -
College Planning 101
● ClosedCollege Planning 101 is a premier institution located at 2 Tymor Park Road in Lagrangeville, New York. Our dedicated team of experienced professionals is committed to providing comprehensive college planning services to students and families. From selecting the right schools to navigating the application process, we offer personalized guidance every step of the way. Our goal is to help students achieve their academic and career aspirations by creating a strategic roadmap for success. Contact us today to start planning for your future!
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Latino U College Access
● ClosedLatino U College Access is a non-profit organization located at 75 Virginia Road in White Plains, New York. Our mission is to empower Latino students to achieve their higher education goals through mentorship, academic support, and college readiness programs. We provide personalized guidance and resources to help students navigate the college application process, secure financial aid, and succeed in their academic endeavors. With a focus on equity and access, Latino U College Access is committed to helping Latino students reach their full potential and fulfill their dreams of higher education.
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American College Savers
● OpenAmerican College Savers is a renowned educational institution located at 199 East Main Street in Smithtown, New York. As a school and university, we are dedicated to helping students save for their college education through various financial planning and investment strategies. Our experienced team of advisors provides personalized guidance to help students and their families navigate the complicated world of college savings. With a focus on long-term financial security, American College Savers is committed to helping students achieve their academic goals without the burden of overwhelming student debt. Join us in preparing for a brighter future today.
199 E Main St A, Smithtown, NY 11787, United States -
Financial Aid
● OpenFinancial Aid at 300 Jay Street in New York, United States, is a vital resource for students attending the university. The institution provides support and assistance in navigating the complex world of financial aid, scholarships, grants, and loans. Their knowledgeable staff is dedicated to helping students understand their options and secure the funding they need to pursue their education. Whether you are a prospective student exploring your financial aid options or a current student looking for assistance, Financial Aid at 300 Jay Street is here to help you achieve your academic goals.
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College Aid Planning Associates Inc
● ClosedCollege Aid Planning Associates Inc is a finance institution located at 4 Executive Park Drive in Albany, New York. Our team of experts is dedicated to helping families navigate the complex world of college financial planning. We offer personalized guidance and support to help students and their families make informed decisions about paying for higher education. Whether you need help with financial aid applications, scholarship searches, or creating a college savings plan, we are here to help. Contact us today to learn more about how we can assist you in achieving your college financial goals.
4 Executive Park Dr #18, Albany, NY 12203, United States -
Financial Aid
● OpenFinancial Aid at the university in Troy, New York, United States is dedicated to helping students achieve their academic goals by providing assistance with the costs of education. Our knowledgeable staff is available to guide students through the application process for scholarships, grants, and loans to make college more affordable. We are committed to ensuring that all students have access to the financial resources they need to succeed in their academic pursuits.
Academy Hall, Troy, NY 12180, United States -
Plattsburgh State Clg Financial Aid
● OpenPlattsburgh State College Financial Aid is located at 101 Broad Street in Plattsburgh, New York. As a university institution, we are dedicated to providing financial assistance to students to help them achieve their academic goals. Our knowledgeable and friendly staff are here to help students navigate the often complex world of financial aid, offering guidance on scholarships, grants, loans, and work-study programs. We strive to make higher education accessible and affordable for all students at Plattsburgh State College.
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Kevin Kirchheimer - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedKevin Kirchheimer is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 1550 Vestal Parkway East in Vestal, New York, United States. Named to Forbes Best-in-State Next-Generation Wealth Advisors in 2022, Kevin Kirchheimer offers personalized financial advice to help clients prepare for their future goals, whether it's saving for college, retirement, or making smart investments. As a member of Ameriprise Financial Services, LLC, Kevin Kirchheimer can provide insights on stock prices, bull market rallies, and more to help clients feel confident and in control of their financial lives. Securities offered by Ameriprise Financial Services, LLC, Member FINRA and SIPC. Contact Kevin Kirchheimer for a complimentary initial consultation to discuss your financial goals and start planning for a more secure future.
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Merrill Lynch Financial Advisor William M Alexander
● ClosedMerrill Lynch Financial Advisor William M Alexander is a reputable finance institution located at 225 Liberty Street in New York, New York, United States. With a strong focus on providing personalized financial advice and investment strategies, William M Alexander and his team offer a wide range of services to help clients achieve their financial goals. Whether you are looking to plan for retirement, manage your wealth, or invest in the stock market, Merrill Lynch Financial Advisor William M Alexander is dedicated to providing expert guidance and support every step of the way.
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Creative Financial Planning, Inc.
● ClosedCreative Financial Planning, Inc. is a leading finance institution located at 101 South Broadway in South Nyack, New York. Our team of experienced financial planners are dedicated to providing innovative and personalized financial solutions to help our clients achieve their goals. Whether you are looking to save for retirement, invest in the stock market, or plan for your child's education, our experts are here to guide you every step of the way. At Creative Financial Planning, Inc., we believe in thinking outside the box to create unique and effective financial strategies tailored to each individual's needs. Contact us today to schedule a consultation and start planning for a secure financial future.
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Jazurek - Financial Advisor
● ClosedJazurek - Financial Advisor is a reputable finance institution located at 6001 Madison Street in New York, United States. Our team of experienced financial advisors is dedicated to providing personalized financial planning and investment services to help clients achieve their financial goals. Whether you are looking to save for retirement, invest in the stock market, or plan for your children's education, we have the expertise to guide you every step of the way. Trust Jazurek - Financial Advisor to help you secure your financial future.
6001 Madison St, Ridgewood, NY 11385, United States -
Scholarships And College Planning, Inc
● OpenScholarships And College Planning, Inc is a renowned institution located in Circleville, New York, United States. As a leading school in the area, we specialize in providing comprehensive guidance and resources for students seeking scholarships and planning for college. Our dedicated team of educators and counselors are committed to helping students achieve their academic and career goals through personalized support and expert advice. Whether you're a high school student preparing for college or a university student looking for financial aid options, Scholarships And College Planning, Inc is here to assist you every step of the way. Visit us today to start planning for your future success!
Circleville, NY 10919, United States -
Edward Jones - Financial Advisor: Ryan O'Leary, CFP®
● ClosedEdward Jones - Financial Advisor, Ryan O'Leary, CFP®, is a trusted institution located at 42 High Street in Warwick, New York. As a Certified Financial Planner, Ryan O'Leary provides personalized financial advice and investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones is committed to providing top-quality financial services to individuals and families in the United States. Whether you are planning for retirement, saving for college, or investing for the future, Ryan O'Leary and Edward Jones are here to help you navigate the complexities of the financial world.
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Peter JD Dedel - Financial Advisor, Ameriprise Financial Services, LLC
● OpenPeter JD Dedel is a dedicated financial advisor at Ameriprise Financial Services, LLC, located at 25 West Main Street in Goshen, New York. With a focus on helping clients achieve their financial goals and secure their financial future, Peter JD Dedel provides personalized financial planning and investment advice. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Peter JD Dedel is committed to providing you with expert guidance and support. Contact Ameriprise Financial Services, LLC today to schedule a consultation with Peter JD Dedel and take the first step towards financial security.
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Richard Martin - Financial Advisor, Ameriprise Financial Services, LLC
● OpenRichard Martin - Financial Advisor at Ameriprise Financial Services, LLC is a trusted institution located at 25 Main Street in Goshen, New York. Specializing in finance, Richard Martin provides expert advice and guidance to help clients achieve their financial goals. With a focus on personalized service and tailored financial solutions, clients can feel confident in their financial decisions when working with Richard Martin. Whether you are looking to plan for retirement, save for education, or invest for the future, Richard Martin is dedicated to helping clients navigate the complexities of the financial world.
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Richard Kersting - Financial Advisor, Ameriprise Financial Services, LLC
● OpenRichard Kersting is a financial advisor at Ameriprise Financial Services, LLC located at 25 Main Street in Goshen, New York. With years of experience in the finance industry, Richard provides personalized financial planning and investment services to help clients achieve their financial goals. Whether you are planning for retirement, saving for college, or looking to grow your wealth, Richard can help create a customized financial strategy tailored to your needs. Contact Richard Kersting at Ameriprise Financial Services, LLC for expert financial advice and guidance.
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Merrill Lynch Financial Advisor Gregory J Lutfy
● ClosedMerrill Lynch Financial Advisor Gregory J Lutfy is a finance institution located at 90 Crystal Run Road, Middletown, New York, United States. At Merrill Lynch, every relationship begins with a conversation to help you identify and prioritize your financial goals. Whether you are planning for retirement, saving for a home, or funding your child's education, the institution focuses on understanding your unique needs and aspirations. The team at Merrill Lynch believes in creating a personalized financial approach tailored to your individual preferences and goals. By utilizing the Investment Personality Assessment, they aim to gain a deeper understanding of your investing preferences and provide customized advice to help you pursue what matters most to you. The institution offers a range of services including investment strategies, financial planning, and access to banking solutions from Bank of America. The team is committed to building strong client relationships based on trust and personalized service, with a focus on helping you achieve your financial goals. Merrill Lynch Financial Advisor Gregory J Lutfy has been recognized by Forbes for their exemplary client service and dedication to helping clients navigate the complexities of their financial lives. With a focus on personalized service and comprehensive financial solutions, Merrill Lynch aims to help you achieve your goals and stay on track, regardless of market fluctuations.
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Pascal Murphy - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedPascal Murphy is a dedicated financial advisor at Ameriprise Financial Services, LLC, located at 1 Crosfield Avenue in West Nyack, New York. With a focus on providing personalized financial planning and investment advice, Pascal Murphy helps clients navigate their financial goals and secure their financial future. Whether you are looking to save for retirement, plan for your children's education, or grow your wealth, Pascal Murphy is committed to helping you achieve your financial objectives. Contact Pascal Murphy today to schedule a consultation and take the first step towards financial success.
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Kenneth Sheresky - RBC Wealth Management Financial Advisor
● ClosedKenneth Sheresky - RBC Wealth Management Financial Advisor is a leading financial institution located at 1211 6th Avenue in New York City. As a trusted advisor in the finance industry, Kenneth Sheresky provides expert guidance and personalized financial solutions to help clients achieve their financial goals. With a focus on wealth management and investment strategies, the institution offers a wide range of services tailored to meet the unique needs of each client. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Kenneth Sheresky - RBC Wealth Management Financial Advisor is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
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Edward Jones - Financial Advisor: Michael T Sheridan, CRPC™
● OpenEdward Jones - Financial Advisor: Michael T Sheridan, CRPC™ is a trusted financial institution located at 116 Kraft Avenue in Bronxville, New York. As a Certified Retirement Planning Counselor, Michael T Sheridan is dedicated to helping clients achieve their financial goals and secure their futures. With a focus on personalized service and expert financial advice, Edward Jones is committed to providing top-notch financial planning services to individuals and families in the Bronxville area. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Edward Jones - Financial Advisor: Michael T Sheridan, CRPC™ is here to help you every step of the way.
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Vision Financial Planning
● ClosedVision Financial Planning is a finance institution located at 200 Vesey Street in New York, New York. Our team of experienced financial advisors is dedicated to helping individuals and businesses achieve their financial goals through personalized planning and strategic investment management. Whether you are looking to save for retirement, plan for your child's education, or grow your wealth, we are here to provide expert guidance and support every step of the way. Trust Vision Financial Planning to help you secure a brighter financial future.
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Merrill Lynch Financial Advisor Patrick R Sullivan
● ClosedMerrill Lynch Financial Advisor Patrick R Sullivan is located at 225 Liberty Street, New York, New York, United States. Patrick serves as a Financial Advisor on the Private Executive Services team at Merrill's flagship office in New York City. He focuses on delivering the wealth management platform to a broad range of clients including corporate executives, financial professionals, founders of privately held companies and their families. Patrick assists clients by seeking to understand their financial objectives through an in-depth discovery process, management of concentrated positions, and building a strategy to attain financial goals. Patrick and the PES team are deeply committed to delivering the highest level of service for all of their clients. Patrick is a qualified Portfolio Advisor who, in addition to providing traditional advice and guidance, can help clients pursue their investment objectives by recommending individual, or any combination of, Merrill Lynch Wealth Management or approved third-party investment managers’ strategies, funds or portfolios.
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Edward Jones - Financial Advisor: Austin Schweitzer
● ClosedEdward Jones - Financial Advisor: Austin Schweitzer is a reputable financial institution located in Fishkill, New York. As a trusted advisor, Austin Schweitzer provides personalized financial planning and investment services to help clients achieve their financial goals. With a focus on building long-term relationships, Edward Jones offers a wide range of financial products and services to meet the unique needs of each client. Whether you are planning for retirement, saving for education, or building wealth, Austin Schweitzer is dedicated to providing expert guidance and support every step of the way. Visit us at 1399 New York 52 to learn more about how we can help you secure your financial future.
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Bobby Bakshi - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedBobby Bakshi is a Financial Advisor at Ameriprise Financial Services, LLC located at 122 East 42nd Street in New York, United States. Bobby holds several 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, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Bobby's expertise in asset management, estate planning, retirement planning, investment strategies, and more. With a focus on providing comprehensive financial planning services, Bobby Bakshi is dedicated to helping clients achieve their financial goals with integrity and professionalism.
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Joseph Falco - Financial Advisor, Ameriprise Financial Services, LLC
● OpenJoseph Falco is a financial advisor at Ameriprise Financial Services, LLC, located at 530 5th Avenue in New York, New York, United States. With a focus on individual goals such as retirement, education, and major purchases, Joseph provides personalized investment, asset allocation, and portfolio recommendations tailored to each client's risk tolerance. Regular meetings are held to review progress, update strategies, and track goals. Clients have secure access to their investments and accounts from any device. To learn more about how Joseph can help you achieve your financial goals, schedule a complimentary initial consultation. Ameriprise Financial Services, LLC has a long history of providing personalized financial advice to clients, helping them reach both short and long-term goals. Securities are offered through Ameriprise Financial Services, LLC, a registered investment adviser and member of FINRA and SIPC. Joseph Falco is registered to conduct securities business in certain states. Contact Joseph to discuss your financial priorities and start planning for a more confident financial future.
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Merrill Lynch Financial Advisor Nessa C Boland
● ClosedMerrill Lynch Financial Advisor Nessa C Boland is a prestigious finance institution located at 560 Lexington Avenue, New York, New York, United States. With a focus on experience, service, and a commitment to clients, the institution aims to provide the highest level of professionalism and responsiveness at all times. Operating under the umbrella of Merrill Lynch Wealth Management, a division of Bank of America Corporation, the 712 Investment Group is a team of 20 wealth management professionals with decades of investment experience. Led by partners like Managing Directors Richard Wald and Travis O'Brien, the team is dedicated to creating custom strategies tailored to each client's goals, liquidity needs, values, and risk tolerance. The institution prides itself on its recognition in various financial industry publications, including Forbes' "America's Top Wealth Management Teams High Net Worth" list. The team at Merrill Lynch Financial Advisor Nessa C Boland works closely with clients to understand their financial goals and develop personalized wealth management strategies. Whether clients are planning for retirement, saving for a home, or funding a child's education, the team is equipped to help clients achieve their financial objectives.
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Brewster Financial Planning LLC
● OpenBrewster Financial Planning LLC is a reputable finance institution located at 641 President Street in New York, United States. Our team of experienced financial advisors are dedicated to providing personalized and comprehensive financial planning services to help individuals and businesses achieve their financial goals. Whether you are looking to save for retirement, invest in the stock market, or plan for your children's education, Brewster Financial Planning LLC is here to help you every step of the way. Contact us today to schedule a consultation and start securing your financial future.
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- Financial Consulting in Suffern
- Financial Consulting in Syracuse
- Financial Consulting in Troy
- Financial Consulting in Utica
- Financial Consulting in Vestal
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List of local businesses, places and services in New York
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