Commercial banking advisor in New York, NY
47 results found
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Garnet Capital Advisors
● ClosedGarnet 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.
500 Mamaroneck Ave # 104, Harrison, NY 10528, United States -
M&T Bank
● ClosedM&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.
424 NY-376, Hopewell Junction, NY 12533, United States -
NorthEast Community Bank
● ClosedNorthEast 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.
325 Hamilton Ave, White Plains, NY 10601, United States -
Champlain National Bank
● ClosedChamplain 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.
500 State Rte 3, Plattsburgh, NY 12901, United States -
NBT Bank
● ClosedNBT 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.
185 Margaret St, Plattsburgh, NY 12901, United States -
M&T Bank
● ClosedM&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.
540 Hooper Rd, Endwell, NY 13760, United States -
NBT Bank
● ClosedNBT 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.
108 2nd St, Deposit, NY 13754, United States -
Solvay Bank Insurance Agency, Inc.
● ClosedSolvay 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.
1537 Milton Ave, Syracuse, NY 13209, United States -
NBT Bank
● ClosedNBT 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.
1148 Erie Blvd W, Rome, NY 13440, United States -
Merrill Lynch Financial Advisor John Huber
● ClosedMerrill 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.
805 Northern Blvd, Great Neck, NY 11021, United States -
Merrill Lynch Financial Advisor Vincent Ferrara
● ClosedMerrill 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.
1325 Franklin Ave 4th Floor, Garden City, NY 11530, United States -
Bank of America Private Client Advisor John M Pitton
● OpenBank 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.
75 S Clinton Ave, Rochester, NY 14604, United States -
ConnectOne Bank
● ClosedConnectOne 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®.
48 S Service Rd #207, Melville, NY 11747, United States -
Flagstar Commerical & Private Banking
● ClosedFlagstar 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.
68 S Service Rd, Melville, NY 11747, United States -
Merrill Lynch Financial Advisor Michael T Lagnese
● ClosedWelcome to the office of Merrill Lynch Financial Advisor Michael T. Lagnese, located at 450 Old Country Road, Riverhead, New York. We are dedicated to helping you navigate your financial journey with confidence and clarity. Our team, supported by the global resources of Merrill, is composed of talented and experienced professionals committed to building strong relationships based on trust and personalized service. At Merrill Lynch Wealth Management, we focus on what matters most to you—your family, goals, and priorities—as they evolve over the years. Our mission is to understand your unique financial situation, enabling us to design and implement a personalized plan to help you pursue your financial goals while managing investment risk.
450 Old Country Road, Riverhead, New York 11901, United States -
Merrill Lynch Financial Advisor Harry L Hackett
● ClosedWelcome to Merrill Lynch Financial Advisor Harry L Hackett, your trusted partner in financial planning and wealth management located at 57 Hampton Road, Southampton, New York. Our mission is to be your primary source for financial advice and guidance, offering personalized strategies to help you navigate the complexities of the financial world. At the Hackett Group, we believe in building strong relationships through teamwork and client involvement. Our dedicated team of advisors and wealth management client associates work closely with you to understand your unique financial situation, goals, and priorities. With access to the global investment capabilities of Merrill and the banking convenience of Bank of America, we provide comprehensive solutions tailored to your needs.
57 Hampton Road, Southampton, New York 11968, United States -
Alexandra Cavallaro - RBC Wealth Management Financial Advisor
● ClosedWelcome to Alexandra Cavallaro - RBC Wealth Management Financial Advisor, your trusted partner in navigating the complexities of wealth management. Located at 223 West Montauk Highway, Hampton Bays, New York, our team is dedicated to providing customized wealth management solutions tailored to every stage of your life. As one of the top RBC Wealth Management teams in NYC, based on Assets Under Management, we focus on preserving and enhancing your wealth, helping you expand opportunities and simplify your life. We are proud to be featured on the Forbes Best-In-State Wealth Management Teams list for 2024, a testament to our commitment to excellence. Our esteemed team includes nationally recognized professionals like James Covell, whose achievements include receiving prestigious industry awards. Our expertise is further highlighted through media appearances, such as our feature on Reuters TV discussing market volatility.
223 West Montauk Highway, Hampton Bays, New York 11946, United States -
Jason Newman - RBC Wealth Management Financial Advisor
● ClosedWelcome to Jason Newman - RBC Wealth Management Financial Advisor, located at 223 West Montauk Highway, Hampton Bays, New York. As one of the leading RBC Wealth Management teams in New York City, distinguished by our substantial Assets Under Management, we are dedicated to providing personalized wealth management solutions tailored to every stage of your life. Our mission is to help you preserve and enhance your wealth through strategic relationships, expert advice, and world-class capabilities, ultimately expanding your opportunities and simplifying your life. We are proud to announce our inclusion in the Forbes Best-In-State Wealth Management Teams list for 2024, a testament to the dedication and excellence we bring to our valued clients. Our team, the Covell/DiConza/Newman Group, is honored to have Financial Advisor James Covell recognized with prestigious industry awards, highlighting our commitment to exceptional client service.
223 West Montauk Highway, Hampton Bays, New York 11946, United States -
Edward DiConza - RBC Wealth Management Financial Advisor
● ClosedWelcome to Edward DiConza - RBC Wealth Management, your trusted financial advisory team located at 223 West Montauk Highway, Hampton Bays, New York. As one of the leading RBC Wealth Management teams in NYC, recognized on the Forbes Best-In-State Wealth Management Teams list for 2024, we are committed to providing you with personalized wealth management solutions tailored to every stage of your life. Our mission is to help you preserve and enhance your wealth through our expertise, strong relationships, and world-class capabilities. Whether you are planning for retirement, investing in your future, or managing your estate, our team is here to simplify your financial journey and expand your opportunities.
223 West Montauk Highway, Hampton Bays, New York 11946, United States -
James Covell - RBC Wealth Management Financial Advisor
● ClosedWelcome to James Covell - RBC Wealth Management Financial Advisor, located at 223 West Montauk Highway, Hampton Bays, New York. As a distinguished team within the RBC Wealth Management family, we pride ourselves on delivering customized wealth management solutions tailored to each stage of our clients' lives. Our mission is to preserve and enhance your wealth through personalized services, expert insights, and world-class capabilities that help you expand your opportunities and simplify your life. Our commitment to excellence has earned us recognition on the Forbes Best-In-State Wealth Management Teams list for 2024, reflecting the trust and satisfaction of our valued clients. We extend our gratitude to Forbes, our clients, and colleagues for their continued support and look forward to another successful year of service.
223 West Montauk Highway, Hampton Bays, New York 11946, United States -
MJ Peterson - Commercial Division
● ClosedWelcome to MJ Peterson - Commercial Division, your premier real estate agency located at 200 John James Audubon Parkway, Amherst, New York. We specialize in helping you explore the endless possibilities in the real estate market, whether you're looking to renovate, sell, or rent properties in your local area. Our dedicated team is committed to finding the perfect property for you. Our agency is proud to have Jim Knight, a Licensed Associate Real Estate Broker, as part of our team. With over 30 years of experience in real estate, Mr. Knight brings unparalleled expertise and a wealth of knowledge to our clients. His career began with J.M. Jayson & Company/Realmark Partnerships as a financial analyst and later as a buyer of syndicated investment properties. Since then, he has become a Real Estate Broker and a Certified Real Estate Appraiser, offering services as a Broker/Consultant, Property Manager, Appraiser, and Tax Grievance Advisor.
200 John James Audubon Parkway, Amherst, New York 14228, United States -
James Morgan - Global Real Estate Advisor
● OpenWelcome to James Morgan - Global Real Estate Advisor, your trusted partner in navigating the dynamic real estate markets of New York and New Jersey. Located at 28080 Main Road, Cutchogue, New York 11935, Jim Morgan brings a wealth of experience and a personal touch to every client interaction, ensuring your real estate journey is both successful and enjoyable. Having joined Daniel Gale Sotheby's International Realty in late 2021, Jim is distinguished by his extensive background in the financial sector, with over 25 years at leading institutions like JP Morgan Chase and Morgan Stanley. This expertise, combined with his passion for real estate, makes him a formidable advisor in the property market.
28080 Main Road, Cutchogue, New York 11935, United States -
Kirshenbaum & Urban, LLP
● ClosedKirshenbaum & 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.
10 Bank St Suite 580, White Plains, NY 10606, United States -
Pete Spear State Farm Insurance Agent
● ClosedPete 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.
3820 Danbury Rd, Brewster, NY 10509, United States -
Laura Squillante - State Farm Insurance Agent
● ClosedLaura 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.
269 Fairview Ave, Hudson, NY 12534, United States -
Traci Menes - State Farm Insurance Agent
● ClosedTraci 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.
4734 White Plains Rd, Bronx, NY 10470, United States -
Joseph Mercado - State Farm Insurance Agent
● ClosedJoseph 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.
1814 Middle Country Rd, Ridge, NY 11961, United States -
Catherine Clarke - Senior Mortgage Consultant
● ClosedCatherine 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.
One Huntington Quadrangle Ste. 1N16, Melville, NY 11747, United States -
NBT Insurance Agency
● ClosedNBT 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.
Within NBT Bank, 185 Margaret St, Plattsburgh, NY 12901, United States -
Gus Simeon - State Farm Insurance Agent
● ClosedGus 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.
854 Nostrand Ave, Brooklyn, NY 11225, United States
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