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Comprehensive wealth planning in New City, New York

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  • 168
  • 5 45
    #1

    Planning Financial Futures, Inc

    ● Closed
    1895 Walt Whitman Rd #6, Melville, NY 11747, United States
    631-546-5403
    planningfinancialfutures.com

    Planning Financial Futures, Inc is a finance institution located at 1895 Walt Whitman Road in Melville, New York. Our team of expert financial advisors is dedicated to helping individuals and businesses plan for a secure financial future.

    Photo of Planning Financial Futures, Inc - 1895 Walt Whitman Road, Melville, NY 11747, USA Photo of Planning Financial Futures, Inc - 1895 Walt Whitman Road, Melville, NY 11747, USA Photo of Planning Financial Futures, Inc - 1895 Walt Whitman Road, Melville, NY 11747, USA
    Financial Service
    Details
  • 5 30
    #2

    The New Rochelle Agencies

    ● Closed
    148 Larchmont Ave, Larchmont, NY 10538, United States
    914-732-8990
    newrochelleagencies.com

    The New Rochelle Agencies is a reputable insurance agency located at 148 Larchmont Avenue in Larchmont, New York.

    Photo of The New Rochelle Agencies - 148 Larchmont Avenue, Larchmont, NY 10538, USA Photo of The New Rochelle Agencies - 148 Larchmont Avenue, Larchmont, NY 10538, USA Photo of The New Rochelle Agencies - 148 Larchmont Avenue, Larchmont, NY 10538, USA
    Insurance Agency
    Details
  • 5 27
    #3

    Capable Wealth

    ● Closed
    150 State St 4th floor, Albany, NY 12207, United States
    518-290-7723
    capablewealth.com

    Capable Wealth is a finance institution located at 150 State Street in Albany, New York, United States.

    Photo of Capable Wealth - 150 State Street, Albany, NY 12207, USA Photo of Capable Wealth - 150 State Street, Albany, NY 12207, USA
    Financial Service
    Details
  • 5 42
    #4

    Dennis Surmanek - Surmanek Wealth Management, Wells Fargo Advisors

    ● Closed
    900 South Ave 4th Floor, Suite 69, Staten Island, NY 10314, United States
    718-370-2500
    surmanekwealthmanagement.com

    Dennis Surmanek - Surmanek Wealth Management, Wells Fargo Advisors is a reputable finance institution located at 900 South Avenue in New York, United States.

    Photo of Dennis Surmanek - Surmanek Wealth Management, Wells Fargo Advisors - 900 South Avenue, Staten Island, NY 10314, USA Photo of Dennis Surmanek - Surmanek Wealth Management, Wells Fargo Advisors - 900 South Avenue, Staten Island, NY 10314, USA Photo of Dennis Surmanek - Surmanek Wealth Management, Wells Fargo Advisors - 900 South Avenue, Staten Island, NY 10314, USA
    Financial Service
    Details
  • 5 27
    #5

    The Browne Firm PLLC - Estate Planning Attorney

    ● Open
    11 W Prospect Ave #59, Mt Vernon, NY 10550, United States
    914-650-0019
    thebrownefirm.com

    The Browne Firm PLLC is a trusted estate planning attorney located in Mount Vernon, New York. Our experienced team specializes in helping clients protect their assets and ensure their wishes are carried out through comprehensive estate planning services.

    Photo of The Browne Firm PLLC - Estate Planning Attorney - 11 West Prospect Avenue, Mount Vernon, NY 10550, USA Photo of The Browne Firm PLLC - Estate Planning Attorney - 11 West Prospect Avenue, Mount Vernon, NY 10550, USA Photo of The Browne Firm PLLC - Estate Planning Attorney - 11 West Prospect Avenue, Mount Vernon, NY 10550, USA
    Legal Service
    Details
  • 5 24
    #6

    Campasano Law, P.C. || Estate Planning and Real Estate Attorney in West Islip

    ● Closed
    248 Higbie Ln, West Islip, NY 11795, United States
    631-242-1888
    campasanolaw.com

    Campasano Law, P.C. is a reputable law firm specializing in estate planning and real estate law, located in West Islip, New York.

    Photo of Campasano Law, P.C. || Estate Planning and Real Estate Attorney in West Islip - 248 Higbie Lane, West Islip, NY 11795, USA Photo of Campasano Law, P.C. || Estate Planning and Real Estate Attorney in West Islip - 248 Higbie Lane, West Islip, NY 11795, USA
    Legal Service
    Details
  • 5 28
    #7

    Kristopher J. Weinisch, CFP®, ChFC®, CLU®, RICP®, Wealth Management Advisor

    ● Open
    400 Broadhollow Rd, Melville, NY 11747, United States
    631-592-2053
    kristopherweinisch.nm.com

    Kristopher J. Weinisch, CFP®, ChFC®, CLU®, RICP®, Wealth Management Advisor is a reputable finance institution located at 400 Broadhollow Road in Melville, New York, United States.

    Photo of Kristopher J. Weinisch, CFP®, ChFC®, CLU®, RICP®, Wealth Management Advisor - 400 Broadhollow Road, Melville, NY 11747, USA Photo of Kristopher J. Weinisch, CFP®, ChFC®, CLU®, RICP®, Wealth Management Advisor - 400 Broadhollow Road, Melville, NY 11747, USA Photo of Kristopher J. Weinisch, CFP®, ChFC®, CLU®, RICP®, Wealth Management Advisor - 400 Broadhollow Road, Melville, NY 11747, USA
    Financial Service
    Details
  • 5 40
    #8

    Excelsior Wealth Partners | Investment Advisors, Financial Planners

    ● Open
    225 Wilkinson St #107, Syracuse, NY 13204, United States
    315-303-1668
    excelsiorwp.com

    Excelsior Wealth Partners is a leading financial institution located at 225 Wilkinson Street in Syracuse, New York.

    Photo of Excelsior Wealth Partners | Investment Advisors, Financial Planners - 225 Wilkinson Street, Syracuse, NY 13204, USA Photo of Excelsior Wealth Partners | Investment Advisors, Financial Planners - 225 Wilkinson Street, Syracuse, NY 13204, USA Photo of Excelsior Wealth Partners | Investment Advisors, Financial Planners - 225 Wilkinson Street, Syracuse, NY 13204, USA
    Financial Service
    Details
  • 5 41
    #9

    Health is Wealth Nutrition LLC

    ● Closed
    656 North French Road, Buffalo, New York 14228, United States
    716-783-1257
    healthiswealthnutritionllc.com

    Welcome to Health is Wealth Nutrition LLC, your trusted partner in achieving optimal health and wellness through personalized nutrition counseling.

    Medical Services
    Details
  • 4.9 64
    #10

    New York Legacy Lawyers by Yana Feldman & Associates PLLC | Estate Planning Attorney

    ● Closed
    132 32nd St #301, Brooklyn, NY 11232, United States
    718-713-8080
    yanafeldmanlaw.com

    New York Legacy Lawyers by Yana Feldman & Associates PLLC is a leading estate planning attorney located in New York, United States.

    Photo of New York Legacy Lawyers by Yana Feldman & Associates PLLC | Estate Planning Attorney - 132 32nd Street, Brooklyn, NY 11232, USA
    Legal Service
    Details
  • 4.9 62
    #11

    Drucker Wealth Management

    ● Closed
    2 Park Ave #300, New York, NY 10016, United States
    212-681-0460
    druckerwealth.com

    Drucker Wealth Management is a renowned financial institution located at 2 Park Avenue in New York, New York. Specializing in accounting and finance, our team of experts is dedicated to helping individuals and businesses achieve their financial goals.

    Photo of Drucker Wealth Management - 2 Park Avenue, Manhattan, New York 10016, USA
    Accounting Service Financial Service
    Details
  • 4.9 75
    #12

    The Estate Planning & Elder Law Group

    ● Open
    71-27 Myrtle Ave, Glendale, NY 11385, United States
    718-514-2066
    aljlaw.com

    The Estate Planning & Elder Law Group, located at 71-27 Myrtle Avenue in New York, is a reputable law firm serving clients in Queens, Glendale, Ridgewood, NY, and surrounding areas. Led by experienced attorney Andrew L.

    Photo of The Estate Planning & Elder Law Group - 71-27 Myrtle Avenue, Queens, NY 11385, USA Photo of The Estate Planning & Elder Law Group - 71-27 Myrtle Avenue, Queens, NY 11385, USA Photo of The Estate Planning & Elder Law Group - 71-27 Myrtle Avenue, Queens, NY 11385, USA
    Legal Service
    Details
  • 4.9 92
    #13

    Legacy Planning Solutions

    ● Open
    21-34 Himrod St #200, Ridgewood, NY 11385, United States
    718-296-1200
    lps.global

    Legacy Planning Solutions is a premier finance institution located at 21-34 Himrod Street in New York, United States.

    Photo of Legacy Planning Solutions - 21-34 Himrod Street, Queens, NY 11385, USA
    Financial Service
    Details
  • 4.8 56
    #14

    Morgan Legal Group - Estate Planning & Probate

    ● Open
    299 Broadway 17th floor, New York, NY 10007, United States
    212-561-4299
    morganlegalny.com

    At Morgan Legal Group - Estate Planning & Probate, located in New York City, our team of trained professionals specializes in providing personalized and comprehensive estate planning services.

    Photo of Morgan Legal Group - Estate Planning & Probate - 299 Broadway, Manhattan, New York 10007, USA Photo of Morgan Legal Group - Estate Planning & Probate - 299 Broadway, Manhattan, New York 10007, USA Photo of Morgan Legal Group - Estate Planning & Probate - 299 Broadway, Manhattan, New York 10007, USA
    Accounting Service Financial Service Legal Service
    Details
  • 4.8 25
    #15

    LG Planning Group

    ● Closed
    445 Broadhollow Rd #119, Melville, NY 11747, United States
    631-589-6960
    lgplanninggroup.com

    LG Planning Group is a finance and insurance agency located at 445 Broadhollow Road in Melville, New York.

    Financial Service Insurance Agency
    Details
  • 4.6 51
    #16

    Coping Nurse Practitioner in Psychiatry Services: Judy Vansiea, DNP, MA, MS, APRN, NPP

    ● Open
    405 RXR Plaza, Uniondale, NY 11556, United States
    516-247-3525
    copingnpservices.com

    The Coping Nurse Practitioner in Psychiatry Services, led by Judy Vansiea, DNP, MA, MS, APRN, NPP, is a reputable healthcare institution located at 405 RXR Plaza in Uniondale, New York, United States.

    Medical Services
    Details
  • 4.6 21
    #17

    Estate Planning Queens

    ● Closed
    24-35 77th Street, Queens, New York 11370, United States
    347-809-5201
    trustsandestate.com

    Welcome to Estate Planning Queens, your trusted partner for comprehensive estate and business planning services.

    Photo of Estate Planning Queens - 24-35 77th Street, Queens, NY 11370, USA Photo of Estate Planning Queens - 24-35 77th Street, Queens, NY 11370, USA Photo of Estate Planning Queens - 24-35 77th Street, Queens, NY 11370, USA
    Legal Service
    Details
  • 4.1 21
    #18

    New York Life Insurance Company

    ● Closed
    97-77 Queens Blvd 10th Floor, Queens, NY 11374, United States
    718-286-1100
    nyl.com

    New York Life Insurance Company is a renowned insurance agency located at 97-77 Queens Boulevard in New York, United States.

    Photo of New York Life Insurance Company - 97-77 Queens Boulevard, Queens, NY 11374, USA Photo of New York Life Insurance Company - 97-77 Queens Boulevard, Queens, NY 11374, USA
    Insurance Agency
    Details
  • 4.1 24
    #19

    New York Life Insurance

    ● Open
    39-02 Main Street 2nd & 3rd Floors, Flushing, NY 11354, United States
    718-353-7589
    longisland.nyloffices.com

    New York Life Insurance is a reputable finance and insurance agency located in New York, United States.

    Photo of New York Life Insurance - Queens, NY 11354, USA Photo of New York Life Insurance - Queens, NY 11354, USA Photo of New York Life Insurance - Queens, NY 11354, USA
    Financial Service Insurance Agency
    Details
  • 4.1 26
    #20

    Citi

    ● Closed
    2481 Adam Clayton Powell Junior Boulevard, Manhattan, New York, United States
    917-512-8188
    citi.com

    Welcome to Citi, your trusted partner in financial services, conveniently located at 2481 Adam Clayton Powell Junior Boulevard in the heart of Manhattan, New York.

    Photo of Citi - 2481 Adam Clayton Powell Junior Boulevard, Manhattan, New York 10030, USA Photo of Citi - 2481 Adam Clayton Powell Junior Boulevard, Manhattan, New York 10030, USA Photo of Citi - 2481 Adam Clayton Powell Junior Boulevard, Manhattan, New York 10030, USA
    Automated Teller Bank, Credit Union Financial Service
    Details
  • 5 11
    #21

    Comprehensive Financial

    ● Closed
    86 Carleton Ave, East Islip, NY 11730, United States
    631-952-8600
    comp-financial.com

    Comprehensive Financial is a leading finance institution located at 86 Carleton Avenue in East Islip, New York.

    Photo of Comprehensive Financial - 86 Carleton Avenue, East Islip, NY 11730, USA Photo of Comprehensive Financial - 86 Carleton Avenue, East Islip, NY 11730, USA Photo of Comprehensive Financial - 86 Carleton Avenue, East Islip, NY 11730, USA
    Financial Service
    Details
  • 5 12
    #22

    Samalin Wealth

    ● Open
    297 King St, Chappaqua, NY 10514, United States
    914-666-6600

    Samalin Wealth is a renowned finance institution located at 297 King Street in Chappaqua, New York, United States.

    Financial Service
    Details
  • 5 3
    #23

    Shepherd Wealth Group

    ● Closed
    1 Byram Brook Pl Ste 101, Armonk, NY 10504, United States
    shepherdwealthgroup.com

    Shepherd Wealth Group is a reputable finance institution located at 1 Byram Brook Place in Armonk, New York, United States.

    Photo of Shepherd Wealth Group - 1 Byram Brook Place, Armonk, NY 10504, USA Photo of Shepherd Wealth Group - 1 Byram Brook Place, Armonk, NY 10504, USA
    Financial Service
    Details
  • 5 1
    #24

    Wealth Enhancement Group

    ● Closed
    120 White Plains Rd Suite 405, Tarrytown, NY 10591, United States
    845-294-2080
    wealthenhancement.com

    Wealth Enhancement Group is a leading financial institution located at 120 White Plains Road in Tarrytown, New York, United States.

    Photo of Wealth Enhancement Group - 120 White Plains Road, Tarrytown, NY 10591, USA Photo of Wealth Enhancement Group - 120 White Plains Road, Tarrytown, NY 10591, USA
    Financial Service
    Details
  • 5 2
    #25

    Altium Wealth Management, LLC

    ● Closed
    2500 Westchester Ave #210, Purchase, NY 10577, United States
    877-780-0074
    altiumwealth.com

    Altium Wealth Management, LLC is a finance institution located at 2500 Westchester Avenue in Harrison, New York, United States. At Altium, we believe in a higher sense of purpose when it comes to wealth management.

    Financial Service
    Details
  • 5 1
    #26

    Whelan Financial Planning

    ● Closed
    BY APPOINTMENT ONLY, 2127 Crompond Rd, Cortlandt, NY 10567, United States
    800-775-8564
    mwhelanpfp.com

    Whelan Financial Planning is a trusted finance institution located at 2127 Crompond Road in Cortlandt, New York.

    Financial Service
    Details
  • 5 2
    #27

    J Matrik Wealth Management

    ● Closed
    565 Taxter Rd Suite 490, Elmsford, NY 10523, United States
    914-909-1552
    jmatrikwealthmanagement.com

    J Matrik Wealth Management is a premier financial institution located at 565 Taxter Road in Elmsford, New York.

    Financial Service
    Details
  • 5 4
    #28

    Stonebrook Wealth Management

    ● Closed
    3010 Westchester Ave Suite 200, Purchase, NY 10577, United States
    914-821-5650
    stonebrookwealth.com

    Stonebrook Wealth Management, located at 3010 Westchester Avenue in Harrison, New York, provides financial guidance, investment management, and retirement planning services to individuals, families, businesses, and organizations.

    Photo of Stonebrook Wealth Management - 3010 Westchester Avenue, Harrison, NY 10577, USA
    Financial Service
    Details
  • 5 1
    #29

    Arcadia Wealth Management

    ● Closed
    10 Edgewood Ave, Smithtown, NY 11787, United States
    631-549-5400
    arcadiawm.com

    Arcadia Wealth Management is a finance institution located at 10 Edgewood Avenue, Smithtown, New York, United States.

    Financial Service
    Details
  • 5 11
    #30

    Wealth Enhancement Group

    ● Closed
    724 Long Island Ave, Deer Park, NY 11729, United States
    631-777-1030
    wealthenhancement.com

    Wealth Enhancement Group is a leading financial institution located at 724 Long Island Avenue in Deer Park, New York, United States.

    Photo of Wealth Enhancement Group - 724 Long Island Avenue, Deer Park, NY 11729, USA Photo of Wealth Enhancement Group - 724 Long Island Avenue, Deer Park, NY 11729, USA Photo of Wealth Enhancement Group - 724 Long Island Avenue, Deer Park, NY 11729, USA
    Financial Service
    Details
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