The 30 Best Community focused financial institution in New York

Merrill Lynch Financial Advisor Walter G. Casagrande, Jr is a finance institution located at 200 Park Avenue, New York, New York, United States. With a deep understanding of your financial picture, they can create a flexible strategy tailored to your goals. They offer investment insights from Merrill and banking solutions from Bank of America. The institution focuses on personalized wealth management strategies and actively participates in community service. They provide personalized plans through Merrill Personal Wealth Analysis™ and help clients pursue their financial goals. By understanding your investment preferences through the Investment Personality Assessment, they can customize a financial approach to meet your needs. They believe in a client-first approach, continuously updating financial plans to reflect changes in life and goals. The team of advisors is committed to helping clients navigate the financial landscape and achieve their goals. With a focus on building a customized investment approach, they provide personalized strategies and comprehensive financial solutions. Walter Casagrande is registered to do business in multiple states and offers the latest investment insights and strategies to help clients achieve their financial goals.

Merrill Lynch Financial Advisor Stephen A. Tricarico is located at 200 Park Avenue, New York, New York, United States. As a finance institution, the focus is on connecting all aspects of your financial life to help prioritize and pursue the goals that matter most to you. With a deep understanding of your financial picture, personalized wealth management strategies are created to navigate today's changing market conditions. The institution offers access to the investment insights of Merrill and the banking solutions of Bank of America. The team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service. By participating in the community, they aim to give back and make a difference. Personalized investment strategies are built around your priorities, risk tolerance, and goals, providing guidance to help you achieve the lifestyle and legacy you desire.

At Merrill Lynch Financial Advisor Olusegun Ayeni, located at 114 West 47th Street in New York, United States, managing your wealth starts with a comprehensive understanding of your financial situation. With a focus on what matters most to you, we create personalized strategies tailored to today's market conditions. Our institution offers access to investment insights from Merrill and banking solutions from Bank of America, helping you pursue your goals through customized wealth management strategies. As part of the Merrill tradition, we are actively involved in the communities we serve, volunteering with local organizations to make a positive impact. Our Merrill Personal Wealth Analysis™ tool helps us build a personalized plan centered on your goals and aspirations, adjusting as your life evolves.

Merrill Lynch Financial Advisor Douglas Cassetta, located at 75 Rockefeller Plaza in New York, is a dedicated finance institution committed to building and maintaining strong relationships with clients. With a team of talented and experienced individuals, they offer personalized service and access to global resources to help clients make important financial decisions. By understanding each client's unique goals, priorities, and financial picture, the team at Merrill Lynch can create flexible strategies tailored to changing market conditions. Through their Investment Personality Assessment and Merrill Personal Wealth Analysis™, they work with clients to develop personalized plans centered on achieving their goals. With a focus on communication and updates to reflect life changes and market fluctuations, Merrill Lynch Wealth Management Advisors help clients stay on track to achieve what matters most to them. Whether it's investment strategies, financial solutions, or comprehensive planning, Merrill Lynch is dedicated to putting clients first and helping them live their best financial life.

Merrill Lynch Financial Advisor Matthew Murphy is a finance institution located at 114 West 47th Street, New York, New York, United States. Matthew Murphy is an experienced financial advisor with a strong passion for portfolio management and asset allocation. He leverages his extensive knowledge of financial markets to design and implement customized investment management strategies for businesses and endowments. With a focus on maximizing returns, Matthew utilizes a mix of equity, government and corporate debt, and private investments. In collaboration with a dedicated banking team, Matthew offers comprehensive credit solutions to support business growth, operational needs, and international expansion. From credit lines to trade services, his collaborative approach delivers tailored financial solutions to meet the unique requirements of each business.

Merrill Lynch Financial Advisor Robert A. Rothman is a reputable finance institution located at 75 Rockefeller Plaza, New York, United States. The Rothman Adler Group, part of Merrill Lynch, is dedicated to providing personalized financial advice and guidance to help clients pursue their goals. With access to the global investment capabilities of Merrill and the banking convenience of Bank of America, the team at Merrill Lynch strives to develop customized wealth management strategies tailored to each client's unique needs and aspirations. The institution has received recognition for exemplary client service and is committed to building strong client relationships based on trust and personalized service. By working closely with clients to identify and define their goals, the team at Merrill Lynch aims to help individuals manage, grow, and preserve their wealth for the long term. Through ongoing communication and regular reviews, the institution ensures that clients' financial approaches are adjusted to reflect changes in their lives and the financial markets. With a focus on personalized service and comprehensive financial solutions, Merrill Lynch Financial Advisor Robert A. Rothman is dedicated to helping clients achieve their financial goals and live their best financial lives.

Merrill Lynch Financial Advisor Robert B Furst, located at 75 Rockefeller Plaza in New York, United States, is a finance institution dedicated to helping clients achieve their financial goals. With a focus on personalized service, the institution emphasizes building strong client relationships based on trust and understanding. By getting to know each client's unique needs and priorities, the team at Merrill Lynch creates customized investment strategies tailored to individual goals. The advisors at Merrill Lynch have received recognition for their exemplary client service, setting the standard in the financial industry. With access to the global resources of Merrill and the banking capabilities of Bank of America, clients receive comprehensive financial solutions to navigate the ever-changing financial landscape. Whether planning for retirement, saving for a home, or funding a child's education, the team at Merrill Lynch is committed to helping clients pursue their goals and stay on track. Through ongoing communication and personalized financial planning, clients can feel confident in their financial decisions and investments. With a focus on putting clients first, Merrill Lynch Financial Advisor Robert B Furst offers a one-on-one relationship to guide clients towards their financial success.

The Financial Industry Regulatory Authority (FINRA) is located at 20 Broad Street in New York, United States. As a finance institution, FINRA provides a range of services to registered representatives, firm compliance professionals, arbitration and mediation case participants, and FINRA neutrals. Through FINRA Data, users can access non-commercial data, save data views, and manage a Bond Watchlist. Registered representatives can fulfill Continuing Education requirements and view their industry CRD record, while compliance professionals can access filings, run reports, and submit support tickets. The Dispute Resolution Portal allows case participants and neutrals to view case information and submit documents. FINRA safeguards market integrity, enabling investors and firms to participate with confidence. As a not-for-profit organization supervised by the SEC, FINRA works towards creating a regulatory environment that promotes collaboration, innovation, and fairness. BrokerCheck is a free tool to research the background and experience of financial brokers, advisers, and firms. FINRA actively promotes diversity, equity, and inclusion within its organization, industry, and communities. With a focus on investor safety and market participation, FINRA processes an average of 67 billion electronic records per day.

Merrill Lynch Financial Advisor Sophia Aslam, located at 266 Merrick Road, Lynbrook, New York, offers a personalized approach to financial planning. With a background in Economics and Journalism from Karachi University and a master's degree in Business Administration from New York Institute of Technology, Sophia Aslam has been in the financial services industry since 2000. By combining the investment resources of Merrill and the banking convenience of Bank of America, Sophia Aslam helps clients address various aspects of their financial lives. Sophia believes in building a personalized plan centered on clients' goals and priorities, adapting to changes in their lives and the financial markets. Through a deep understanding of clients' needs and aspirations, Sophia works to design and implement a financial approach that helps them pursue their goals while managing investment risk. Whether planning for retirement, buying a home, funding education, or passing wealth to future generations, Sophia focuses on providing customized solutions tailored to each client's unique circumstances. With a commitment to community involvement and ongoing support, Sophia Aslam is dedicated to helping clients achieve their financial goals.

Merrill Lynch Financial Advisor David Rubin is a finance institution located at 266 Merrick Road, Lynbrook, New York, United States. David Rubin is a dedicated Financial Advisor at Merrill Lynch Wealth Management, focusing on providing personalized portfolio management to affluent families, accomplished professionals, and successful business owners. He believes in building long-term relationships with his clients and educating them on their financial situation to help them achieve their financial goals. In his leisure time, David enjoys travelling, cycling, cooking, and being an active member of his community. The institution offers personalized financial planning through Merrill Personal Wealth Analysis™, focusing on your goals and priorities. By understanding your investment personality and goals, David can help you create a financial approach that reflects your unique needs. With access to the investment insights of Merrill and banking solutions from Bank of America, he can assist you in managing, growing, and preserving your wealth. David is registered to do business in multiple states and offers investment insights, tips, and strategies to help you achieve your financial goals.

Merrill Lynch Financial Advisor John Pierce Jonza, located at 266 Merrick Road, Lynbrook, New York, United States, is a finance institution dedicated to managing your wealth through a personalized and flexible strategy tailored to your financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, John Pierce Jonza and his team offer personalized wealth management strategies to help you pursue your goals. By participating in the community and volunteering with local organizations, John Pierce Jonza follows the Merrill tradition of building strong client relationships based on trust and personalized service. Through the Merrill Personal Wealth Analysis™, a personalized plan centered on your goals is developed and documented to help you achieve what matters most to you.

Merrill Lynch Financial Advisor Frank Pellegrino, located at 1325 Franklin Avenue, Garden City, New York, United States, is a prestigious institution in the finance industry. Recognized by Forbes for their exceptional wealth management teams and advisors, they are dedicated to providing exemplary client service. Backed by the global resources of Merrill, their team of talented and experienced individuals is committed to building strong client relationships based on trust and personalized service. They focus on understanding your goals, priorities, and aspirations to create a customized financial approach that helps you pursue what matters most to you. With access to investment insights and banking solutions, they work with you to develop a plan that addresses your financial needs and helps you achieve your goals. Through ongoing communication and personalized advice, they aim to help you stay on track and adapt to changes in your life and the financial markets. Let Merrill Lynch Financial Advisor Frank Pellegrino help you navigate the complexities of your financial life and work towards your financial goals.

Merrill Lynch Financial Advisor James R Gallego is a finance institution located at 1325 Franklin Avenue, Garden City, New York, United States. Managing your wealth starts with a comprehensive understanding of your financial situation. With a focus on what matters most to you, James Gallego can assist in creating a flexible strategy tailored to today's dynamic market conditions. By providing access to Merrill's investment insights and Bank of America's banking convenience and lending solutions, he aims to help you pursue your financial goals through personalized wealth management strategies. James Gallego follows the Merrill tradition of community involvement, volunteering time with local organizations. The Merrill Personal Wealth Analysis™ tool can help build a personalized plan centered on your goals and aspirations. As a financial advisor at Merrill Lynch Wealth Management, James focuses on your family, goals, and priorities, adapting to changes over time.

Merrill Lynch Financial Advisor Ashley Rowland is a finance institution located at 1325 Franklin Avenue, Garden City, New York, United States. Catering to successful professionals and wealthy families, they offer a sophisticated suite of financial strategies tailored to the unique opportunities and challenges their clients face. Operating under the basic premise that much of clients' lives revolve around money, The Russo Rosenstein Group aims to enhance and enrich the complex financial lives of those they serve. They provide boutique-level personal service and attention, going above and beyond typical financial advisors by educating and coaching clients to ensure they follow integrated strategies formulated on their behalf. The institution works with a limited number of clients to build lasting advisory relationships, understanding that each client has unique planning needs that should drive every recommendation. With a planning-based approach honed over many years, The Russo Rosenstein Group helps clients explore and prioritize their goals for themselves, their families, and their communities. They also offer assistance with both personal and business financial needs, including plan design and implementation for business owners. With a focus on high-net-worth and ultra-high-net-worth clients, The Russo Rosenstein Group serves individuals in New York, New Jersey, and over 20 other states, including corporate executives, business owners, partners at law firms, and generations of their families. The institution takes a strategic and analytical approach to examining each client's overall financial picture, ensuring they build fundamental pillars of financial strength for their clientele. By providing superior wealth management services, The Russo Rosenstein Group aims to help clients achieve their financial goals and leave lasting memories for their families.

Merrill Lynch Financial Advisor Richard Matthew Eisman is a finance institution located at 1325 Franklin Avenue, Garden City, New York, United States. Managing your wealth with a deep understanding of your financial picture is the priority here. With a focus on what matters most to you, a flexible strategy is created to adapt to changing market conditions. Access to investment insights from Merrill and banking solutions from Bank of America is provided to help you pursue your personalized wealth management goals. The institution believes in community involvement and volunteering in organizations. Personalized wealth management strategies are developed through the Merrill Personal Wealth Analysis™ to create a plan centered on your goals. Your financial advisor at Merrill Lynch Wealth Management focuses on your family, goals, and priorities, adapting them as they change over time. By listening to your aspirations and priorities, a personalized financial approach is designed to help you achieve your goals. Investment decisions are made based on your personal goals and preferences, with a focus on turning your aspirations into reality. Regular check-ins are done to discuss any changes in your life and financial approach to ensure you stay on track towards your goals. The institution offers the latest investment insights, tips, and strategies to help you live your best financial life. Richard Eisman is registered to do business in various states. Remember that investing involves risk and past performance does not guarantee future results. It is recommended to consult legal and tax advisors before making any financial decisions. Merrill offers a range of services including brokerage, investment advisory, and financial planning. The institution aims to provide personalized investment strategies and comprehensive financial solutions to help you achieve your financial goals.

Merrill Lynch Financial Advisor Trevor VonKaenel is a finance institution located at 1325 Franklin Avenue, Garden City, New York, United States. Trevor VonKaenel offers a comprehensive approach to managing clients' financial assets by understanding their specific financial position, life stage, income level, risk tolerance, and family situation. He helps create a customized wealth management approach that can adapt to changing needs and market conditions. With access to the investment insights of Merrill and the banking convenience of Bank of America, clients can address various aspects of their financial life. Trevor VonKaenel focuses on providing excellent service to help clients define and achieve their financial goals. Additionally, he is actively involved in social activities in the communities he serves. Through Merrill Personal Wealth Analysis™, clients can build a personalized plan centered on their goals. Trevor VonKaenel's mission is to understand clients' needs and help them pursue their personal financial goals while managing investment risk. By offering proactive communication, personalized service, and staying informed about new investment opportunities, he aims to exceed client expectations. Whether clients have modest financial assets or significant wealth, Trevor VonKaenel's wealth management approach addresses various financial issues. By working closely with other professionals and continually revisiting clients' financial approach, he helps them stay on track to achieve their goals. With a focus on personalized investment strategies and comprehensive financial solutions, clients can benefit from a dedicated relationship with Merrill Lynch Wealth Management Advisors. Investing involves risk, and it is important to consult legal and tax advisors before making financial decisions. Merrill Lynch offers a range of services, including brokerage, investment advisory, and financial planning. Clients can learn more about these services and their differences by speaking with a Merrill financial advisor.

The Financial G, located at 42 Guy Lombardo Avenue in Freeport, New York, is a finance institution founded by Josh Ortiz, an ambitious entrepreneur with a compelling story. After facing financial difficulties in his early career in the music industry, Josh realized the widespread need for financial assistance in underserved communities. With a mission to help one million families achieve financial freedom, The Financial G aims to uplift and empower individuals by providing comprehensive financial services. Inspired by the biblical principle of seeking the well-being of the city, Josh's business endeavors are focused on supporting others to promote growth and abundance for all. Visit The Financial G in Freeport to start your journey towards financial stability and success.

Merrill Lynch Financial Advisor Walter C Szturma is a finance institution located at 1325 Franklin Avenue, Garden City, New York, United States. Walter has been with Merrill since 1978, bringing with him a wealth of experience from his time at the New York Stock Exchange. His disciplined and creative approach to financial advising has helped him build successful relationships with families and businesses. With a background in music and entrepreneurship, Walter offers personalized recommendations that prioritize the needs and goals of his clients. He leverages the resources at Merrill Lynch Wealth Management to provide a wide range of investment options and services tailored to each client's lifestyle and objectives. As a dedicated Rotarian and community leader, Walter has a strong commitment to giving back and has served on numerous non-profit boards. He has also mentored students and lectured at various educational institutions. Walter's academic achievements have been recognized by international honor societies, and he continues to stay active in the economic community as a participating voting member of the American Economic Association.

Bilger Financial Group, located at 1400 Old Country Road, Westbury, New York, United States, is a finance institution that has been serving clients for over 30 years. The team at Bilger Financial Group offers a full range of financial products and services to help clients reach and maintain their financial goals. They believe in building long-lasting relationships with clients and providing customized financial solutions tailored to individual needs at every stage of life. With a commitment to giving back to the community, Bilger Financial Group is proud to be part of Thrivent, a Fortune 500 company with a long heritage of financial strength and fiscal stability. Thrivent offers expert financial solutions, investments, insurance, banking, and generosity programs to help clients make the most of their finances and live more meaningful lives. As part of Thrivent, clients have access to tools and resources to achieve financial clarity and confidence as they work towards their goals and dreams. Thrivent's financial advisors and professionals provide comprehensive advice and guidance through a Financial Planning Framework, with options for further planning engagement through Dedicated Planning Services. With a focus on a higher purpose and collective ownership, Thrivent is dedicated to helping people build their financial futures and live more generous lives.

Merrill Lynch Financial Advisor Michael Rosenstein, located at 1325 Franklin Avenue in Garden City, New York, offers a sophisticated suite of financial strategies for successful professionals and wealthy families. The institution, known as The Russo Rosenstein Group, operates under the premise that clients' lives revolve around money, and aims to enhance and enrich their financial lives through personalized service and attention. With a focus on educating and coaching clients, the highly credentialed advisors at The Russo Rosenstein Group help clients prioritize their goals for themselves, their families, and their communities. The institution serves a diverse range of high-net-worth and ultra-high-net-worth clients, including senior-level corporate executives, business owners, and partners at law firms, among others. By taking a planning-based approach and offering tailored strategies, The Russo Rosenstein Group aims to help clients achieve their most significant goals for family, business, and philanthropy. The institution also provides assistance with business and personal financial needs, including plan design and implementation for business owners. With a commitment to multi-generational wealth management, The Russo Rosenstein Group ensures that clients receive ongoing support and guidance for a rewarding retirement lifestyle. The institution's vision is to provide superior wealth management by understanding clients' unique needs and offering high-caliber intelligence and insight. With a focus on building lasting advisory relationships and delivering a boutique level of service, The Russo Rosenstein Group aims to help clients leave memories, not just money, along their financial journey.

Merrill Lynch Financial Advisor Peggy Mahoney is a trusted finance institution located at 300 Broadhollow Road, Melville, New York, United States. Peggy Mahoney is an accessible, knowledgeable, and experienced financial advisor who is dedicated to building strong relationships with her clients. With over 25 years of experience advising small business owners, nonprofit institutions, and high net worth individuals, Peggy Mahoney brings a unique disciplined high touch approach to her practice. She focuses on building deep connections with her clients and being the center of their household's financial decision-making team. Peggy Mahoney graduated from Queens College with a degree in Accounting and has a passion for helping clients make important financial decisions. She offers a comprehensive approach to managing wealth by getting to know her clients, their families, financial situations, and what matters most to them. By providing access to the investment insights of Merrill and the banking convenience of Bank of America, Peggy Mahoney helps address various aspects of her clients' financial lives.

Merrill Lynch Financial Advisor Robert B Lilley is a finance institution located at 69 State Street, Albany, New York, United States. Supported by the global resources of Merrill, the team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service. Specializing in creating customized strategies for families seeking a lifetime of income, the Lilley - O'Toole Group has been serving clients since 1975. With over $397 million of entrusted wealth, the team focuses on helping clients plan for a secure financial future through strategic planning and proactive communication. By offering personalized investment strategies and comprehensive financial solutions, Merrill Lynch advisors strive to help clients achieve their financial goals and navigate the complexities of their financial lives. Certified by the Certified Financial Planner Board of Standards, Inc., the team at Merrill Lynch is committed to providing clients with the expertise and guidance needed to make informed financial decisions and pursue their aspirations. Let Merrill Lynch Financial Advisor Robert B Lilley help you create a financial approach tailored to your unique needs and priorities.

Merrill Lynch Financial Advisor David Patrick Reilly, located at 26 Century Hill Drive, Latham, New York, United States, is a finance institution committed to building strong client relationships through teamwork and involvement. Moynihan, Reilly, Ingemie & Associates believes in delivering personalized financial advice and guidance to help clients achieve their goals. By offering access to the global investment capabilities of Merrill and the banking convenience of Bank of America, the institution aims to be the primary source for financial planning. The institution utilizes the Investment Personality Assessment to gain a deeper understanding of each client's investing preferences and goals. Through personalized financial approaches, the team at Merrill Lynch works with clients to manage, grow, and preserve their wealth while considering long-term impacts. With a focus on building trust and personalized service, the team at Merrill Lynch is dedicated to helping clients achieve their financial aspirations.

Merrill Lynch Financial Advisor Andrew J. Jeffreys is a finance institution located at 26 Century Hill Drive, Latham, New York, United States. They offer a wide range of investment solutions from Merrill and banking products from Bank of America. Their mission is to understand each client's unique financial goals and create personalized wealth management strategies. By providing access to the investment insights of Merrill and the banking solutions of Bank of America, they aim to help clients manage, grow, and preserve their wealth. The team at Merrill Lynch is committed to helping clients address their financial goals at every stage of life, offering premier customer service, financial tools, and ongoing financial education. With a proactive approach to communication and personalized service, they strive to exceed client expectations. Whether clients are focused on growing, preserving, or transferring wealth, Merrill Lynch Financial Advisor Andrew J. Jeffreys is dedicated to helping them achieve their financial goals.

Tonawanda Community Federal Credit Union is a trusted financial institution located at 257 Highland Parkway in Buffalo, New York. As a credit union, we prioritize serving our community by providing a wide range of financial services and products to help our members achieve their financial goals. With a focus on personalized service and competitive rates, Tonawanda Community Federal Credit Union is committed to helping individuals and families build a strong financial foundation. Visit us today to learn more about how we can assist you with your banking needs.

Cornerstone Community Federal Credit Union is a finance institution located at 5 State Street in Middleport, New York, United States. With a range of lending products tailored to members' needs, making your financial dreams a reality is easier than ever with Cornerstone. Membership is open to those living, working, volunteering, worshiping, or attending school in Niagara or Erie County, as well as immediate family members of current members. Established in 1957, Cornerstone has been serving the community for over six decades, originally founded to serve General Motors employees. Today, anyone in Niagara or Erie County can join the credit union and benefit from their range of services. The institution prioritizes the security of members' personal and financial information, working diligently to protect against financial fraud.

Cornerstone Community Federal Credit Union is a financial institution located at 55 Stevens Street, Lockport, New York, United States. With a focus on serving the community, Cornerstone offers a variety of lending products tailored to its members' needs. Membership is open to those who live, work, volunteer, worship, or go to school in Niagara or Erie County. Established in 1957, Cornerstone has been dedicated to putting its members first and ensuring the security of their personal and financial information. The credit union provides a range of services, including checking accounts, loans, and a mobile banking app for convenience. Members can take advantage of discounted services through various partners and benefit from competitive rates for mortgages, auto loans, and more. With a commitment to financial success and a digital experience that promotes financial freedom, Cornerstone strives to make banking easier and more convenient for its members.

Cornerstone Community Federal Credit Union is a financial institution located at 107 Main Street in North Tonawanda, New York, United States. With a focus on serving the community, Cornerstone offers a variety of financial products tailored to meet the needs of its members. Whether you are looking for a checking account or a loan to make your dreams a reality, Cornerstone is here to help. Since 1957, Cornerstone has been dedicated to putting its members first and ensuring the security of their personal and financial information. With a focus on cybersecurity and protection against financial fraud, Cornerstone strives to provide a safe and secure banking experience for its members.

Community Bank NA in Olean, New York is a trusted institution offering full-service financial solutions with a focus on exceptional customer service. Our Trust Department is dedicated to helping you with your estate planning needs and ensuring your assets are aligned. We also offer Premier Business Connect services for a seamless banking experience. Whether you are a new or existing customer, we are here to assist you every step of the way. Visit us today and experience better banking with Community Bank NA.

Focus First Federal Credit Union is a trusted financial institution located at 2113 Chili Avenue in Rochester, New York, United States. As a credit union, we are committed to providing our members with personalized financial services and products to help them achieve their financial goals. Whether you need to access our convenient ATMs or speak with one of our knowledgeable finance experts, we are here to assist you every step of the way. Join us at Focus First Federal Credit Union and experience the difference of banking with a community-focused institution.