TOP 30 Best Diversified portfolio in New York City, New York

Sovereign Global Advisors is a leading financial institution located in Kings Park, New York, United States. With a team of experienced advisors, we provide comprehensive financial solutions to help our clients achieve their investment goals. Our services include wealth management, retirement planning, and investment strategies tailored to each client's unique needs. Trust Sovereign Global Advisors to guide you towards a secure financial future.

Edward Jones - Financial Advisor: Marie L Taylor, AAMS™|CRPC™ is a reputable financial institution located at 365 Hempstead Avenue in West Hempstead, New York, United States. Specializing in personalized financial planning and investment strategies, Marie L Taylor, a certified AAMS™ and CRPC™ advisor, offers expert guidance to help clients achieve their financial goals. With a commitment to integrity and professionalism, Edward Jones provides a range of services including retirement planning, wealth management, and education savings. Visit us today to start securing your financial future.

Hamlet Investment Services is a leading finance institution located at 899 West Beech Street in Long Beach, New York, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their investment goals through personalized financial planning and wealth management services. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Hamlet Investment Services is here to provide expert guidance and support every step of the way. Contact us today to schedule a consultation and start building a strong financial future.

Philip Andriola is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 401 Franklin Avenue, Garden City, New York, United States. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®, Philip Andriola is equipped to provide comprehensive financial planning services for individuals and businesses. Whether you need assistance with retirement planning, estate planning, investment management, or insurance products, Philip Andriola has the expertise and experience to help you achieve your financial goals. Contact him today to schedule a consultation and take the first step towards securing your financial future.

Raymond James Financial Services is a finance institution located at 401 Franklin Avenue in Garden City, New York, United States. They offer a wide range of financial services including investment advice, wealth management, retirement planning, and more. With a team of experienced financial advisors, Raymond James Financial Services is dedicated to helping clients achieve their financial goals and secure their financial future.

Woodstock Financial Group is a leading finance institution located at 377 Oak Street in Garden City, New York, United States. With a team of experienced professionals, we offer a wide range of financial services including investment management, retirement planning, and wealth management. Our goal is to help our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how we can help you reach your financial objectives.

Edward Jones - Financial Advisor: Mike Lombardi, CFP® is a reputable financial institution located at 233 Bedford Avenue, Bellmore, New York, United States. Specializing in finance, Mike Lombardi, a Certified Financial Planner, offers expert advice and personalized solutions to help clients achieve their financial goals. With a focus on building long-term relationships and providing top-notch customer service, Edward Jones is dedicated to helping individuals and families secure their financial future. Contact Mike Lombardi today to schedule a consultation and start planning for a better tomorrow.

Florio Wealth Management Group is a premier finance institution located at 1025 Old Country Road in Westbury, New York. Our team of experienced financial professionals is dedicated to providing personalized wealth management services to help clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your investment portfolio, Florio Wealth Management Group is here to help. Contact us today to schedule a consultation and start building a secure financial future.

Eon Wealth Management is a leading financial institution located at 1400 Old Country Road in Westbury, New York. As a trusted provider of financial services, Eon Wealth Management offers expert advice and personalized solutions to help clients achieve their financial goals. With a team of experienced professionals, Eon Wealth Management is dedicated to providing top-notch financial planning, investment management, and wealth preservation services. Whether you are looking to grow your assets or plan for retirement, Eon Wealth Management is committed to helping you secure a prosperous future.

Fien Capital Management LLC is a leading finance institution located at 110 Allens Creek Road in Rochester, New York, United States. Our team of experienced professionals specializes in providing expert financial management services to help clients achieve their investment goals. With a focus on personalized solutions and strategic planning, we are dedicated to helping our clients navigate the complexities of the financial markets and make informed decisions to secure their financial future. Contact us today to learn more about how Fien Capital Management LLC can help you reach your financial goals.

The Sime Messerino Group at Morgan Stanley is a leading financial institution located at 300 Linden Oaks in Rochester, New York, United States. With a focus on providing personalized wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals through strategic investment planning and tailored financial solutions. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, The Sime Messerino Group is committed to delivering exceptional service and expert guidance to help you navigate the complexities of the financial market. Contact us today to learn more about how we can help you secure a brighter financial future.

Wealth Advisory Group LLC is a leading finance institution located at 1207 Troy-Schenectady Road in Latham, New York, United States. With a team of experienced financial advisors, they provide personalized wealth management services to help clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, Wealth Advisory Group LLC offers tailored solutions to meet your needs. Trustworthy and reliable, they are committed to helping clients navigate the complexities of the financial world and make informed decisions for a secure financial future.

Daniel Harney - Prudential Financial is a reputable finance and insurance agency located at 125 Wolf Road in Albany, New York, United States. With a strong focus on providing personalized financial solutions to clients, the institution offers a wide range of services including investment planning, retirement planning, insurance coverage, and wealth management. The team at Daniel Harney - Prudential Financial is dedicated to helping individuals and businesses achieve their financial goals and secure their futures. With a commitment to excellence and a track record of success, this institution is a trusted partner for all your financial needs.

Jim Harris - Morgan Stanley is a renowned financial institution located at 250 South Clinton Street in Syracuse, New York, United States. With a focus on providing top-notch financial services, the team at Jim Harris - Morgan Stanley is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, you can trust the experts at Jim Harris - Morgan Stanley to provide you with personalized solutions tailored to your specific needs. Contact them today to schedule a consultation and take the first step towards securing your financial future.

Fuller's Financial Services is a reputable accounting and finance institution located at 693 Wildwood Avenue in Salamanca, New York, United States. With a team of experienced professionals, Fuller's Financial Services offers a wide range of financial services including tax preparation, bookkeeping, financial planning, and investment advice. Clients can trust Fuller's Financial Services to provide personalized and reliable financial solutions to help them achieve their financial goals.

Upstate Coin & Gold Center, located at 511 East Genesee Street in Fayetteville, New York, has been serving Central New York and surrounding regions since 1979. As the largest buyer of gold, silver, jewelry, coins, and bullion in the area, they have earned a reputation for fairness, honesty, and trustworthiness. Members of the American Numismatic Association and the Better Business Bureau, they offer competitive rates for buying and selling precious metals. Customers have praised their excellent service and generous payouts, with many stating that they received more money than expected. Whether you are looking to sell scrap gold and silver or diversify your financial portfolio with investment-grade bullion, Upstate Coin & Gold Center can help. They also offer private consultations and operate in compliance with all relevant regulations.

King Capital Pro Corp is a leading financial institution located at 6034 59th Drive in New York, United States. Specializing in investment management, wealth management, and financial planning services, King Capital Pro Corp is dedicated to helping individuals and businesses achieve their financial goals. With a team of experienced professionals and a commitment to excellence, King Capital Pro Corp provides personalized and innovative solutions to meet the unique needs of each client. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, King Capital Pro Corp is here to help you navigate the complexities of the financial world. Contact us today to learn more about how we can help you secure a prosperous financial future.

Welcome to Briad Construction Services, LLC, your trusted general contractor located at 1660 New York 112, Port Jefferson Station, New York. As part of The Briad Group®, we bring a unique flair to every project we undertake, whether it’s a place to eat, drink, or sleep. Our expertise spans a broad spectrum of hospitality needs, from the development and management of hotels to the operation of dining establishments and vibrant Rooftop Experiences. With a legacy that began with a single ice cream parlor in New Jersey, Briad has grown into a powerhouse in the hospitality industry. We proudly own and operate 108 Wendy’s® Old Fashioned Hamburger restaurants and manage a diverse range of Marriott and Hilton hotels across New York, New Jersey, Connecticut, and California. Our latest ventures include one-of-a-kind Rooftop Experiences and Lounges, expanding soon to California.

Welcome to M&D Financial Agency, your trusted partner in comprehensive insurance and financial planning located at 615 West Genesee Street, Syracuse, New York. As a dedicated insurance agency, we specialize in a wide array of services including Wealth & Asset Management, Municipal Bonds, IRAs, 529 Plans, 401k Plans/Rollovers, Annuities, Income Planning, Mutual Funds, REITs, Individual and Corporate Retirement Planning, and more. At M&D Financial Agency, our mission is to protect client capital, educate clients on their options, and manage risk effectively. We are independent agents, offering personalized insurance solutions through a broad network of insurance companies. Our commitment is to assess your needs, provide the best available quotes, and ensure you fully understand your options. We specialize in Supplemental Medicare Insurance, Disability Policies, Worker's Compensation Plans, Group Benefits, Business Insurance, Home Insurance, and Auto Insurance.

Welcome to Hedge Connection, your premier financial services partner located in the heart of Bronxville, New York. Situated at 141 Parkway Road, our firm is dedicated to providing exceptional financial solutions tailored to meet the unique needs of our clients. At Hedge Connection, we specialize in delivering comprehensive financial strategies that empower individuals, businesses, and institutions to achieve their financial goals. Our team of experienced professionals is committed to offering personalized services, including investment management, financial planning, and risk assessment.

Welcome to the 299 Park Avenue Branch Office of UBS Financial Services Inc., your trusted partner in financial excellence, conveniently located in the heart of Manhattan, New York. As a leading global financial institution, we are dedicated to providing personalized wealth management and investment solutions tailored to meet the unique needs of individuals, families, and businesses. Our team of experienced financial advisors is committed to delivering insightful advice and innovative strategies to help you achieve your financial goals. Whether you're planning for retirement, managing your investment portfolio, or seeking guidance on complex financial matters, the 299 Park Avenue Branch Office is here to support you every step of the way. Experience the difference of working with a world-class financial leader in one of the world's most dynamic cities. Visit us today and take the first step towards securing your financial future with UBS Financial Services Inc.

Welcome to Fichance, your trusted partner in financial solutions, conveniently located at 211 East 43rd Street in the heart of Manhattan, New York. At Fichance, we are dedicated to empowering individuals and businesses with expert financial advice and innovative strategies tailored to meet your unique needs. Our team of seasoned professionals is committed to providing personalized services in wealth management, investment planning, risk assessment, and more. Whether you're planning for retirement, seeking investment opportunities, or looking to optimize your financial portfolio, Fichance is here to guide you every step of the way. Discover how we can help you achieve financial success and peace of mind. Visit us today and take the first step towards a secure financial future with Fichance.

Welcome to Villagomez Capital, your trusted partner in financial success, located in the heart of Queens, New York. Situated at 107-23 71st Road, our firm is dedicated to providing exceptional financial services tailored to meet the unique needs of our diverse clientele. With a commitment to excellence and a focus on personalized solutions, Villagomez Capital specializes in financial planning, investment management, and wealth advisory services. Our team of experienced professionals is here to guide you on your financial journey, ensuring you achieve your goals with confidence and clarity. Discover the difference with Villagomez Capital, where your financial future is our priority. Visit us today and take the first step towards a prosperous tomorrow.

Welcome to Sconset Capital Management, LLC, your trusted partner in financial insights and investment strategies. Conveniently located at 84-31 Van Wyck Expressway in Queens, New York, we specialize in providing expert financial guidance and management services tailored to meet the unique needs of our clients. At Sconset Capital Management, we understand the complexities of the financial market and are dedicated to helping our clients navigate their investment opportunities with confidence. Our team is well-versed in the dynamics of various sectors, including the commodities market, and offers in-depth analysis and strategic advice to optimize your portfolio.

Welcome to SPG Advance, your trusted financial partner located in the heart of Brooklyn, New York. Situated at 1221 McDonald Avenue, SPG Advance is dedicated to providing exceptional financial services tailored to meet the unique needs of our diverse clientele. Our team of experienced professionals is committed to delivering personalized solutions, whether you're seeking investment advice, financial planning, or assistance with managing your assets. At SPG Advance, we understand the importance of financial security and growth. Our comprehensive approach ensures that we address every aspect of your financial well-being with precision and care. We pride ourselves on building long-lasting relationships with our clients, founded on trust, transparency, and mutual respect.

Welcome to Staten Island Tov, a unique establishment that harmoniously blends financial services with spiritual enrichment. Conveniently located at 5 Oakville Street, Staten Island, New York, our multifaceted business serves as both a reliable financial center and a vibrant place of worship. As a trusted name in finance, we offer a range of services tailored to meet your specific needs, ensuring you achieve your financial goals with confidence and ease. In addition to our financial expertise, Staten Island Tov is a welcoming synagogue where community members gather to celebrate faith, tradition, and unity. Our synagogue hosts regular services, spiritual events, and community activities, fostering a warm and inclusive environment for individuals and families alike.

Welcome to J. Tyler Wealth Management Located at 19 Campion Road in the heart of New Hartford, New York, J. Tyler Wealth Management is dedicated to helping you achieve your financial goals with confidence and clarity. As a trusted name in the finance industry, we specialize in providing personalized wealth management services tailored to meet the unique needs of each client.

Vespoke - Wealth Management is a finance institution located at 120 Allens Creek Road in Rochester, New York, United States. We specialize in providing custom tax-smart wealth management strategies to help our clients optimize their resources for financial success. Our team of professionals is dedicated to exploring all aspects of your financial life and creating personalized solutions to meet your goals. As an Avantax affiliated Financial Professionals, we adhere to strict registration requirements and offer a range of investment, advisory, and insurance services. Our goal is to ensure that you have access to the best financial products and services available, tailored to your individual needs.

LL Financial Services, LLC is a leading accounting and finance institution located at 6 Sleator Drive in Ossining, New York. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you need help with tax preparation, financial planning, or investment management, we have the expertise to guide you towards financial success. Trust LL Financial Services, LLC for all your accounting and finance needs.

GreenPointe Financial is a leading finance institution located at 60 Carlson Road in Rochester, New York, United States. We specialize in providing a wide range of financial services to individuals and businesses, including investment management, retirement planning, and wealth management. Our experienced team of financial experts is dedicated to helping our clients achieve their financial goals and secure their financial future. With a commitment to excellence and personalized service, GreenPointe Financial is your trusted partner in financial success.