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TOP 30 Commercial banking advisor in New York, NY
29 results found
A convenient service for searching for businesses, places and services
Garnet Capital Advisors
Garnet Capital Advisors is a finance institution located at 500 Mamaroneck Avenue in Harrison, New York, United States. Specializing in providing expert financial advice and services, Garnet Capital Advisors is dedicated to helping clients achieve their financial goals. With a team of experienced professionals and a commitment to personalized service, Garnet Capital Advisors is a trusted partner for individuals and businesses seeking financial guidance.
M&T Bank
M&T Bank in Hopewell Junction, located at 424 Route 376, is your go-to resource for all your financial needs. Whether you're looking to open a checking or savings account, apply for a mortgage or auto loan, or explore commercial and small business solutions, our dedicated team is here to help. With over 1,000 branches and 1,700 ATMs, we are committed to serving customers across the Northeastern United States. Trust M&T Bank to guide you through the process, answer any questions you may have, and help you find the terms and rates that fit your needs. Visit us today and start building financial security for the future.
NorthEast Community Bank
NorthEast Community Bank is a trusted financial institution located at 325 Hamilton Avenue in White Plains, New York. As a community bank, we pride ourselves on providing personalized and attentive service to our customers. Whether you're looking for personal banking services, business loans, or mortgage options, our experienced team is here to help. Visit us today to discover the difference that a local bank can make in your financial life.
Champlain National Bank
Champlain National Bank is a reputable financial institution located at 500 State Route 3 in Plattsburgh, New York. As a full-service bank, we offer a wide range of banking and financial services to meet the needs of individuals and businesses in the community. Our dedicated team of professionals is committed to providing personalized and efficient service to help our customers achieve their financial goals. Whether you need a checking account, a loan, or investment advice, Champlain National Bank is here to assist you every step of the way. Visit us today to experience the difference of banking with a trusted institution like Champlain National Bank.
NBT Bank
NBT Bank is a full-service bank located at 185 Margaret Street in Plattsburgh, New York. As a trusted financial institution, NBT Bank offers a wide range of banking services including savings accounts, checking accounts, loans, and investment options. With convenient ATM access, customers can easily manage their finances and access funds whenever needed. NBT Bank is committed to providing personalized service and financial solutions to help individuals and businesses achieve their financial goals. Visit us today to experience the difference of banking with NBT Bank.
M&T Bank
M&T Bank is a financial institution located at 540 Hooper Road in Endwell, New York. Our branch offers a wide range of personal banking services, including checking and savings accounts, mortgages, home equity lines of credit, auto loans, and credit cards. Our knowledgeable personal bankers are here to assist you with all your financial needs and help you find the best terms and rates. In addition to personal banking, we also provide commercial and small business solutions tailored to meet the unique needs of businesses in the Endwell area. Our M&T Business Banking Specialists can help you with starting or expanding your business, as well as managing your finances. With over 1,000 branches and 1,700 ATMs, M&T Bank is committed to serving customers across the Northeastern United States. We are dedicated to helping you build financial security for the future and providing you with the products and services that meet your needs. Visit us at our Endwell branch or use our 24/7 ATMs for your convenience.
NBT Bank
NBT Bank is a trusted financial institution located at 108 2nd Street in Deposit, New York, United States. As a full-service bank, NBT Bank offers a wide range of financial services including checking and savings accounts, loans, mortgages, and investment options. Customers can also conveniently access their accounts through the bank's ATM services. With a commitment to providing excellent customer service and personalized financial solutions, NBT Bank is dedicated to helping individuals and businesses achieve their financial goals.
Solvay Bank Insurance Agency, Inc.
Solvay Bank Insurance Agency, Inc. is a reputable insurance agency located at 1537 Milton Avenue in Syracuse, New York. Our experienced team is dedicated to providing personalized insurance solutions to meet the unique needs of our clients. Whether you are looking for auto, home, life, or business insurance, we have you covered. With a commitment to customer service and a wide range of insurance products, Solvay Bank Insurance Agency, Inc. is your trusted partner in protecting what matters most. Contact us today for a free quote and see how we can help you secure your future.
NBT Bank
NBT Bank is a trusted financial institution located at 1148 Erie Boulevard West in Rome, New York, United States. As a full-service bank, NBT offers a range of financial services including checking and savings accounts, loans, mortgages, and investment options. With convenient ATM locations, NBT Bank provides easy access to your funds whenever you need them. Whether you are looking to manage your personal finances or grow your business, NBT Bank is committed to helping you achieve your financial goals.
Merrill Lynch Financial Advisor John Huber
Merrill Lynch Financial Advisor John Huber is a finance institution located at 805 Northern Boulevard, Great Neck, New York, United States. Supported by the global resources of Merrill, the team at Merrill Lynch Wealth Management is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service. At FCMH Wealth Management & Associates, clients can expect an uncommon level of wealth management, especially during critical financial junctures. The institution serves a diverse clientele from various backgrounds and industries, including senior-level corporate executives, physicians, attorneys, entrepreneurs, athletes, entertainers, and financial sponsor principals.
Merrill Lynch Financial Advisor Vincent Ferrara
Merrill Lynch Financial Advisor Vincent Ferrara is a finance institution located at 1325 Franklin Avenue, Garden City, New York, United States. With over 15,000 Merrill Lynch Financial Advisors across all 50 states, District of Columbia, and several US territories, clients are guided towards achieving their desired financial goals. The institution offers a wide range of brokerage, investment advisory, and other financial services, including asset allocation and diversification. It is important to note that investing involves risk, and clients are advised to consult legal and tax advisors before making financial decisions. Merrill Lynch, Pierce, Fenner & Smith Incorporated is a registered broker-dealer and investment adviser, providing various investment products sponsored by affiliates of Bank of America Corporation. Additionally, insurance, annuity products, trust, and fiduciary services are offered through affiliated companies. The institution also offers banking products through affiliated banks. Various certifications and service marks are held by the advisors at Merrill Lynch, ensuring clients receive expert financial advice. The institution strives to provide clients with relevant and useful information, utilizing relationship-based ads and online behavioral advertising. Clients are redirected to FINRA's BrokerCheck when leaving the website. Bank of America Merrill Lynch is the global banking and markets business of Bank of America Corporation, offering lending, commercial banking, securities, and investment banking services worldwide. Securities and investment banking activities are performed by investment banking affiliates, including Merrill Lynch, Pierce, Fenner & Smith Incorporated. Bank of America Merrill Lynch operates in Australia and Canada through various entities, providing a range of financial services. In India, Bank of America N.A. and DSP Merrill Lynch Limited offer banking products and services, including working capital loans, equity sales, research, and trading.
Bank of America Private Client Advisor John M Pitton
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.
ConnectOne Bank
ConnectOne Bank, located at 48 South Service Road in Melville, New York, is a trusted financial institution offering a range of banking solutions for both personal and business needs. Did you know that writing checks could put you at risk of check fraud? That's why ConnectOne Bank hosts annual Shred Events where you can securely shred your documents on-site with Legal Shred paper shredding service. With your ConnectOne Bank Visa® Debit Card, you can conveniently use Mobile Wallet for easy transactions. The bank offers banking blueprints tailored to meet the needs of entrepreneurs, as well as access to over 55,000 surcharge-free ATMs worldwide through their partnership with AllPoint®.
Flagstar Commerical & Private Banking
Flagstar Commercial & Private Banking is a trusted financial institution located at 68 South Service Road in Melville, New York. Specializing in ATM services, banking, and finance, Flagstar offers a wide range of commercial and private banking solutions to meet the needs of businesses and individuals. With a commitment to providing personalized service and innovative financial products, Flagstar is dedicated to helping clients achieve their financial goals. Visit us today to experience the convenience and expertise of Flagstar Commercial & Private Banking.
Kirshenbaum & Urban, LLP
Kirshenbaum & Urban, LLP is a reputable accounting and finance institution located at 10 Bank Street in White Plains, New York, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses. From tax preparation and auditing to financial planning and consulting, Kirshenbaum & Urban, LLP is dedicated to helping their clients achieve their financial goals. Their commitment to excellence and personalized service sets them apart as a trusted partner in the financial industry.
Pete Spear State Farm Insurance Agent
Pete Spear State Farm Insurance Agent, located at 3820 Danbury Road in Brewster, New York, is your go-to health insurance agency. Pete Spear offers personalized coverage plans to protect your family, belongings, and finances. With safe driving rewards, bundling options, and discounts available, Pete Spear can help you create a solution that fits your needs. State Farm is the largest auto insurance provider in the U.S., offering coverage options for new drivers, business travelers, collectors, and more. In addition to auto insurance, Pete Spear also offers coverage for recreational vehicles, homeowners insurance, renters insurance, and personal articles policies. For small business owners, State Farm provides smart options for business insurance, including business owners policies, commercial auto policies, and workers' compensation.
Laura Squillante - State Farm Insurance Agent
Laura Squillante - State Farm Insurance Agent is a trusted insurance agency located at 269 Fairview Avenue in Hudson, New York, United States. With over 30 years of experience as a State Farm agent, Laura Squillante is dedicated to helping customers navigate the complexities of insurance. Online car insurance quotes may not be available, but you can call or text the office for a free quote. Laura Squillante serves customers throughout New York, with a focus on the Hudson Valley region. From Columbia County to Kinderhook, Athens to Chatham, Laura is committed to providing personalized insurance solutions tailored to your needs. Whether you're buying a home, driving on rural roads, or planning for your business, Laura Squillante and her team are here to help.
Traci Menes - State Farm Insurance Agent
Traci Menes - State Farm Insurance Agent is a health insurance agency located at 4734 White Plains Road, New York, United States. This institution is dedicated to providing Insurance and Financial Services to customers in NY, CT, NJ, and PA. With a team of experienced and licensed professionals with over 35 years of combined insurance experience, they can assist you in finding the right insurance coverage for your specific needs. Traci Menes, the State Farm Agent, grew up in a single-parent household and understands the importance of education and giving back to the community. The agency treats all customers with respect and kindness, offering services in Car Insurance, Home Insurance, Renters Insurance, Life Insurance, Commercial Insurance, and Boatowners Insurance. With a focus on customer well-being and success, the agency is committed to helping customers protect their assets and prepare for unexpected events. Customers can expect personalized service and a dedicated team that prioritizes their needs. Additionally, the agency offers information on various topics such as drunk driving, student loans, estate taxes, and pet insurance. State Farm VP Management Corp. is a separate entity from those State Farm entities that provide banking and insurance products. Customers are advised to carefully consider investment objectives, risks, charges, and expenses when making financial decisions. Neither State Farm nor its agents provide tax or legal advice, and customers are encouraged to consult with a professional advisor for personalized guidance.
Joseph Mercado - State Farm Insurance Agent
Joseph Mercado - State Farm Insurance Agent is a trusted insurance agency located at 1814 Middle Country Road, Ridge, New York, United States. As April is Distracted Driving Awareness month, the institution offers tools to help individuals be more vigilant while driving. The team at Joseph Mercado - State Farm Insurance Agent is dedicated to protecting and educating the neighborhood they grew up in. With 13 years of experience, they understand the importance of proper coverage and strive to have meaningful conversations with clients to ensure they are adequately protected. The range of insurance policies offered includes Auto Insurance, Home Insurance, Renters Insurance, Condo Insurance, Health Insurance, Term/Whole Life Insurance, and Personal Liability Umbrella Insurance. The team at Joseph Mercado - State Farm Insurance Agent takes pride in helping clients make informed decisions about their coverage needs and budget constraints.
Catherine Clarke - Senior Mortgage Consultant
Catherine Clarke is a Senior Mortgage Consultant located in Melville, New York, United States. With a focus on providing personalized and comprehensive service, Catherine Clarke and her team are dedicated to helping you navigate the home buying process from start to closing. Whether you are a first-time homebuyer or looking to refinance, they are here to assist you every step of the way. As a part of Dime's finance institution, Catherine Clarke offers competitive mortgage rates and a $500 credit towards your closing costs when you apply now. Their team specializes in owner-occupied, single-family properties in New York, with rates based on factors such as loan amount, credit score, and loan-to-value ratio.
NBT Insurance Agency
NBT Insurance Agency is a reputable insurance agency located at 185 Margaret Street in Plattsburgh, New York. As a trusted provider of insurance services, we offer a wide range of coverage options to meet the needs of individuals and businesses in the area. Our knowledgeable agents are dedicated to helping clients find the best insurance solutions to protect their assets and provide peace of mind. Whether you are looking for auto, home, life, or business insurance, NBT Insurance Agency is here to help you navigate the complexities of the insurance market and find the right policy for your specific needs. Visit us today to learn more about our services and how we can assist you in protecting what matters most.
Gus Simeon - State Farm Insurance Agent
Gus Simeon - State Farm Insurance Agent is a reputable insurance agency located at 854 Nostrand Avenue in Brooklyn, New York. With over 20 years of experience in the insurance industry, Gus Simeon and his team are dedicated to providing excellent customer service and assisting clients with their auto, home/renters, and life insurance needs. As a native of Brooklyn, Gus has a passion for entrepreneurship and community involvement, making him a trusted advisor for all financial journeys. The agency also serves small business owners with a range of commercial insurance options. Stop by the office for a free quote and personalized assistance. Please note that sensitive personal information should not be shared online for your protection. State Farm VP Management Corp. distributes securities, while State Farm Life Insurance Company offers life insurance and annuities. Deposit products are provided by U.S. Bank National Association. For pet insurance, American Pet Insurance Company and ZPIC Insurance Company underwrite policies, administered by Trupanion Managers USA, Inc. State Farm is committed to providing reliable insurance and financial services to the Brooklyn community. Contact us today for all your insurance needs.
Oscar Espinal - State Farm Insurance Agent
Welcome to the Oscar Espinal State Farm Agency, located in Rockville Center, NY! Our agency proudly serves a wide range of areas including Oceanside, Baldwin, Lynbrook, Valley Stream, Malverne, as well as Nassau and Suffolk Counties. We're also here to assist customers throughout the Five Boroughs and the entire State of New York! With over four years of experience in the insurance and financial services industry, I've had the pleasure of helping numerous customers. As a graduate of Hofstra University, I believe in providing concierge service to all our valued customers. Our team possesses the proficiency and knowledge to address any questions you may have, and we're committed to treating you like family both today and in the future.
Johnson Foley & Cirigliano, PC
Johnson Foley & Cirigliano, PC is a reputable law firm located in Montgomery, New York, United States. With over 40 years of experience, our dedicated team of attorneys has been assisting clients in the Hudson Valley region in protecting their financial rights. Originally focusing on banking and real estate matters, our practice has since expanded to include estate planning, business formation, personal injury, and criminal defense. Our attorneys have a wealth of experience in various areas of law, allowing us to anticipate and address complex legal issues that may arise during our clients' cases. Clients trust us to provide personalized and professional representation, working closely with them to help achieve their desired outcomes.
Bond, Schoeneck & King PLLC
Bond, Schoeneck & King PLLC is a prestigious law firm located in Syracuse, New York. Founded in 1897, the firm has a rich history of serving the public and has gained prominence in areas such as business law, labor law, litigation, and lobbying. While Syracuse remains the firm's primary location, Bond, Schoeneck & King has expanded its reach through its 13 offices and robust infrastructure. The Syracuse office caters to a wide range of clients, including individuals, small and large businesses, and various industries such as banking, healthcare, manufacturing, and transportation. With a professional support staff and state-of-the-art technology, the firm is equipped to meet the legal needs of clients anywhere. Suzanne M. Messer serves as the Deputy Managing Member of the Syracuse office.
Illuminate Business Consulting, LLC
Illuminate Business Consulting, LLC is a premier consulting firm located at 2495 Main Street, Buffalo, New York, United States. Led by President Joanne Campagna, who brings over 20 years of commercial banking experience, our firm specializes in providing expert guidance to businesses in the architecture, manufacturing, and professional services industries. Our mission is to illuminate the path to success for our clients, helping them navigate the challenges and opportunities that come their way. With a deep understanding of the unique needs of businesses, we offer personalized solutions tailored to each client's specific goals and objectives.
Keystone Capital Partners Group
Keystone Capital Partners Group is a leading finance institution located at 349 West Commercial Street in East Rochester, New York. With a strong focus on providing comprehensive financial solutions, Keystone Capital Partners Group offers a wide range of services including investment banking, asset management, and financial advisory. Our team of experienced professionals is dedicated to helping clients achieve their financial goals and navigate the complexities of the financial market. Contact us today to learn more about how Keystone Capital Partners Group can help you secure your financial future.
Colin Blue - Senior Mortgage Consultant
Colin Blue - Senior Mortgage Consultant is a finance institution located in Melville, New York, United States. Our team of advisors is dedicated to helping you navigate the home buying process, ensuring you make the right decisions from start to closing. We strive to make your home loan more affordable, offering a $500 credit towards your closing costs when you apply now. Our mortgage rates are based on current market conditions and various factors such as credit score, loan amount, and property type. We provide comprehensive services tailored to your individual needs, ensuring a smooth and seamless experience.
Lynn DiTomasso - Senior Mortgage Consultant
Lynn DiTomasso - Senior Mortgage Consultant is a finance institution located in Melville, New York, United States. They understand that buying a home is a significant and important purchase, and their advisors will guide you through the process from start to closing. They are dedicated to making your home loan more affordable, offering a $500 credit towards your closing costs when you apply. Their mortgage rate disclosures provide transparent information on rates based on various factors such as loan amount, credit score, and property location. They offer a comprehensive service tailored to individual needs and provide brochures for further information.
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