Employee financial wellness programs in New York
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Mass Mutual Financial Group
Mass Mutual Financial Group is a renowned finance and insurance agency located at 221 Main Street in Mount Kisco, New York, United States. With a commitment to helping individuals and businesses achieve their financial goals, Mass Mutual offers a wide range of services including investment planning, retirement planning, insurance solutions, and more. Their team of experienced professionals provides personalized guidance and tailored strategies to help clients secure their financial future. Visit Mass Mutual Financial Group today and start planning for a better tomorrow.
Sun Life Financial
Sun Life Financial is a leading financial institution located in Port Chester, New York, United States. With a strong reputation for providing innovative and reliable financial solutions, Sun Life offers a wide range of services including insurance, investments, retirement planning, and wealth management. Their dedicated team of professionals are committed to helping clients achieve their financial goals and secure their future. Whether you are looking for insurance coverage, investment opportunities, or retirement planning advice, Sun Life Financial has the expertise and resources to meet your needs. Trust Sun Life Financial to help you navigate the complexities of the financial world and create a secure financial future for you and your loved ones.
USALLIANCE Financial (PepsiCo Employees Only)
USALLIANCE Financial is a financial institution exclusively for PepsiCo employees, located at 700 Anderson Hill Road in Harrison, New York. This branch offers convenient ATM services and a range of financial products tailored to meet the specific needs of PepsiCo employees. With a focus on providing personalized and efficient service, USALLIANCE Financial is dedicated to helping PepsiCo employees achieve their financial goals.
Goldman Sachs Ayco Personal Financial Management
Goldman Sachs Ayco Personal Financial Management is a finance institution located at 100 Coliseum Drive in Cohoes, New York, United States. They offer personalized financial management services to help individuals and families achieve their financial goals. With a focus on wealth management, investment planning, and retirement strategies, Goldman Sachs Ayco Personal Financial Management provides expert guidance and tailored solutions to help clients secure their financial futures. Their team of experienced professionals is dedicated to delivering top-notch service and support to ensure their clients' financial success.
Strategic Financial Solutions
Strategic Financial Solutions, located at 115 Lawrence Bell Drive in Buffalo, New York, is a finance institution that empowers people to live financially healthy lives. Established in 2007, Strategic Financial Solutions operates at the intersection of technology, information, and empathy to provide effective solutions for various financial needs. They specialize in Debt Resolution, Consumer Lending, and Financial Consulting Services. The Debt Resolution services offered include a Direct-to-Consumer offering through Atlas Debt Relief, as well as a Platform-as-a-Service offering for Law Firms across the country. Personal Lending services are provided through Versara Lending, focusing on consumer personal debt consolidation. Strategic Consulting offers alternative financial solutions to consumers seeking debt relief.
Upstate Agency - Employee Benefits Division
Upstate Agency's Employee Benefits Division, located at 103 Main Street in South Glens Falls, New York, is a leading insurance agency specializing in providing comprehensive employee benefits solutions. With a team of experienced professionals, we offer a wide range of services to help businesses of all sizes design and implement customized benefit packages for their employees. From health insurance and retirement plans to wellness programs and more, we are dedicated to helping our clients attract and retain top talent while managing costs effectively. Contact us today to learn more about how Upstate Agency can support your company's employee benefits needs.
Tri-Life Financial
Tri-Life Financial is a reputable health and insurance agency located in Mohegan Lake, New York. Our dedicated team of professionals is committed to helping individuals and families protect their financial well-being through comprehensive insurance coverage. Whether you are looking for health insurance, life insurance, or other financial services, Tri-Life Financial is here to provide personalized solutions tailored to your specific needs. Visit us at 1556 Wenonah Trail to learn more about how we can help secure your future.
Saul Custodio: Primerica - Financial Services
Saul Custodio: Primerica - Financial Services is a reputable finance and insurance agency located at 259 Liberty Avenue in New York, United States. With a strong focus on providing top-notch financial services to individuals and families, Saul Custodio: Primerica is dedicated to helping clients achieve their financial goals and secure their future. Whether you need assistance with investments, retirement planning, or insurance coverage, the experienced team at Saul Custodio: Primerica is ready to provide personalized solutions tailored to your specific needs. Trustworthy, reliable, and committed to excellence, Saul Custodio: Primerica is your go-to destination for all your financial and insurance needs.
Kevlar Financials Inc
Kevlar Financials Inc is a reputable insurance agency located at 533 Dahill Road in New York, United States. With a focus on providing reliable and comprehensive insurance solutions, Kevlar Financials Inc is committed to protecting its clients' financial well-being. Their team of experienced professionals is dedicated to offering personalized service and tailored insurance plans to meet the unique needs of each individual or business. Trust Kevlar Financials Inc to safeguard your assets and provide peace of mind for the future.
primerica Financial services
Primerica Financial Services is an insurance agency located at 2125 Albany Post Road in Montrose, New York. As a leading provider of financial services, Primerica offers a wide range of insurance products to help individuals and families protect their assets and plan for the future. With a commitment to providing personalized service and tailored solutions, Primerica is dedicated to helping clients achieve their financial goals and secure their financial well-being. Contact Primerica Financial Services today to learn more about their offerings and how they can assist you with your insurance needs.
Prestige Insurance and Financial Services
Prestige Insurance and Financial Services is a reputable insurance agency located at 83 Franklin Avenue in Franklin Square, New York. With a commitment to providing top-notch insurance solutions, our experienced team offers a wide range of insurance products to meet the needs of individuals and businesses alike. Whether you are looking for auto, home, life, or commercial insurance, we are dedicated to helping you find the right coverage at competitive rates. Trust Prestige Insurance and Financial Services for all your insurance needs in the United States.
EBC Inc. (Employee Benefit Concepts Inc)
EBC Inc. (Employee Benefit Concepts Inc) is a leading finance, health, and insurance agency located at 1900 Ridge Road in West Seneca, New York, United States. With a dedicated team of professionals, EBC Inc. specializes in providing comprehensive employee benefit solutions to businesses of all sizes. From health insurance plans to retirement savings options, EBC Inc. offers a wide range of services tailored to meet the unique needs of each client. Trust EBC Inc. to help you navigate the complex world of employee benefits and secure a brighter future for your employees.
United Health & Wellness
United Health & Wellness is a leading health and insurance agency located at 1967 Wehrle Drive in Williamsville, New York. Our institution is dedicated to providing comprehensive health and wellness services to individuals and families in the United States. With a team of experienced professionals, we offer a wide range of insurance options and health programs to meet the diverse needs of our clients. At United Health & Wellness, we prioritize the well-being and satisfaction of our customers, striving to promote a healthy lifestyle and ensure access to quality healthcare services. Visit us today to learn more about how we can support your health and wellness journey.
Executive Insurance and Financial Services
Executive Insurance and Financial Services is a reputable insurance agency located at 515 Johnson Avenue in Bohemia, New York. Our dedicated team of professionals is committed to providing top-notch insurance and financial services to our clients. Whether you are looking for personal insurance coverage or seeking to protect your business, we have the expertise and experience to meet your needs. Contact us today to learn more about how we can help you secure your future.
Health & Well Care
Health & Well Care is a leading health and insurance agency located at 135-16 Roosevelt Avenue in New York, United States. Our institution is dedicated to providing comprehensive health care services and insurance solutions to individuals and families in the community. With a team of experienced professionals, we strive to promote health and well-being by offering personalized care plans and insurance options tailored to meet the unique needs of our clients. Visit us today to learn more about how we can help you achieve optimal health and financial security.
Northwestern Mutual Financial
Northwestern Mutual Financial, located at 120 Schuyler Street in Boonville, New York, is a finance institution dedicated to helping individuals protect their families and achieve their financial goals. Their team of financial advisors offers personalized plans that take into account current and future priorities, providing a comprehensive approach to investment and insurance. With top ratings from major financial strength agencies and recognition for their outstanding customer experience, Northwestern Mutual offers a wide range of financial options including investments, insurance, and annuities. Their advisors are committed to guiding clients through life events and helping them reach their financial goals, whether it's saving for college, buying a house, or planning for retirement.
Merrill Lynch Financial Advisor Joseph Vidarte
Merrill Lynch Financial Advisor Joseph Vidarte, located at 18 Division Street, Saratoga Springs, New York, United States, offers personalized financial planning services to individuals, families, and businesses. With a focus on understanding your specific financial situation and goals, Joseph Vidarte works with you to develop a customized wealth management plan centered on your priorities. By leveraging the resources of Bank of America and Merrill Lynch Wealth Management, Joseph and his team offer insights, ideas, and personalized service to help you pursue your financial goals at every stage of life. Whether you are looking to grow, preserve, or transfer wealth, the team is committed to exceeding your expectations through proactive communication and attention to detail. With access to the investment insights of Merrill and the banking convenience of Bank of America, Joseph Vidarte and his team can help you navigate the complexities of the financial landscape and work towards achieving your goals. Contact them today to begin building your personalized financial strategy.
Merrill Lynch Financial Advisor Jonathan E Kass
Merrill Lynch Financial Advisor Jonathan E Kass, located at 200 Park Avenue, New York, United States, is a prestigious finance institution that prides itself on providing exemplary client service. Recognized by Barron's and Forbes for their outstanding wealth management teams, the team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service. With over 70 years of collective experience, the Kass/Freeman Group understands that every family has unique financial needs and priorities. By getting intimately involved with each client and their family, they are able to create highly tailored solutions to address complex financial situations. Their goal is to serve as the core of your financial team, allowing you to focus on what matters most while they provide exceptional service and knowledgeable advice.
Joseph L Ferri - Private Wealth Advisor, Ameriprise Financial Services, LLC
Welcome to Joseph L Ferri - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 184 Front Street, Owego, New York 13827. At our practice, we are committed to providing personalized financial advice and solutions tailored to meet the unique needs of our clients. With a robust suite of certifications and designations, our expertise spans a wide range of financial disciplines. Our team holds advanced certifications such as the Accredited Asset Management Specialist™ (AAMS™), Accredited Domestic Partnership Advisor™ (ADPA™), Accredited Estate Planner® (AEP®), and many more. These credentials reflect our dedication to maintaining the highest standards of ethics and professionalism, ensuring that our clients receive knowledgeable and trustworthy guidance.
Paul J Miosi - Financial Advisor, Ameriprise Financial Services, LLC
Welcome to Paul J Miosi - Financial Advisor, Ameriprise Financial Services, LLC Located at 184 Front Street, Owego, New York, Paul J Miosi offers expert financial advisory services tailored to meet the diverse needs of individuals, retirees, small business owners, and families. Our commitment to excellence is backed by a robust portfolio of certifications and designations, ensuring our clients receive top-tier financial guidance.
John Naprawa - Financial Advisor, Ameriprise Financial Services, LLC
Welcome to John Naprawa - Financial Advisor, Ameriprise Financial Services, LLC, your trusted partner in financial planning and asset management located conveniently at 7672 Oswego Road, New York 13090, United States. At our firm, we understand that each client's financial journey is unique, and we are committed to providing personalized financial advice to help you achieve your goals. Our team is equipped with a wide array of certifications and expertise to address diverse financial needs. With the Accredited Asset Management Specialist (AAMS™) certification, we adhere to a code of ethics and apply investment concepts to real-world asset management scenarios, covering topics such as asset allocation, investment strategies, and estate planning. Additionally, our Accredited Domestic Partnership Advisor (ADPA™) designation ensures we are well-versed in wealth transfers, federal taxation, and planning for domestic partners.
James Frash - Private Wealth Advisor, Ameriprise Financial Services, LLC
Welcome to James Frash - Private Wealth Advisor, Ameriprise Financial Services, LLC, your trusted partner in navigating the complex world of personal finance. Located at 7672 Oswego Road, New York 13090, our firm is dedicated to providing comprehensive financial planning and advisory services tailored to meet the unique needs of each client. At James Frash, we pride ourselves on our extensive knowledge and expertise in the financial industry, underscored by a suite of prestigious certifications and designations. Our commitment to excellence is reflected in the diverse range of qualifications held by our team, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, each representing a high standard of proficiency in various aspects of wealth management, estate planning, investment strategies, and fiduciary practices.
Ryan Sondak - Financial Advisor, Ameriprise Financial Services, LLC
Welcome to Ryan Sondak - Financial Advisor, Ameriprise Financial Services, LLC, located at 1550 Vestal Parkway East, Vestal, New York. We are dedicated to providing expert financial guidance tailored to meet the unique needs of each client. Our comprehensive services encompass a broad spectrum of financial planning and wealth management strategies, ensuring that you receive personalized advice to achieve your financial goals. At Ryan Sondak - Financial Advisor, we pride ourselves on our extensive qualifications and commitment to ethical practices. Our team holds a variety of prestigious certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more. These designations reflect our expertise in areas such as asset management, estate planning, investment strategies, retirement planning, and fiduciary practices, among others.
Jonathon L Myers - Private Wealth Advisor, Ameriprise Financial Services, LLC
Welcome to Jonathon L Myers - Private Wealth Advisor, Ameriprise Financial Services, LLC Located at 1550 Vestal Parkway East in Vestal, New York, Jonathon L Myers offers expert financial advisory services tailored to meet the diverse needs of individuals and businesses. As a seasoned Private Wealth Advisor with Ameriprise Financial Services, LLC, Jonathon holds multiple prestigious certifications that underscore his commitment to providing comprehensive financial solutions.
Holley Cragg - Financial Advisor, Ameriprise Financial Services, LLC
Welcome to Holley Cragg - Financial Advisor, Ameriprise Financial Services, LLC, where we are committed to helping you achieve your financial goals. Located at 5700 Commons Park, East Syracuse, New York, our firm offers personalized financial planning services tailored to meet your unique needs. At Holley Cragg, we understand that each individual's financial journey is distinct. That's why we encourage you to review our advisors' backgrounds, credentials, and areas of expertise to find the approach that aligns best with your objectives. Whether you're planning for retirement, managing investments, or navigating complex financial situations, we are here to guide you every step of the way.
UHS Employees Federal Credit Union
Welcome to UHS Employees Federal Credit Union, your trusted financial partner located at 33-57 Harrison Street, Johnson City, New York 13790. As a dedicated financial institution, we are committed to serving the unique needs of our members with integrity and care. Important Notice: We have recently been informed about fraudulent phone calls targeting our members. These calls impersonate our fraud department and appear to come from our official phone number. Please be aware that these are not legitimate calls from UHS Employees FCU. For more details and guidance, please visit our website.
Mike Keys - Private Wealth Advisor, Ameriprise Financial Services, LLC
Welcome to Mike Keys - Private Wealth Advisor, Ameriprise Financial Services, LLC Located at 215 Washington Street, Watertown, New York, Mike Keys is your dedicated partner in navigating the complex world of financial planning and wealth management. As a seasoned Private Wealth Advisor with Ameriprise Financial Services, LLC, Mike brings a wealth of knowledge and a comprehensive suite of services to meet your financial needs.
Impact Employee Benefits Solutions
Welcome to Impact Employee Benefits Solutions, your trusted insurance agency located in the heart of Youngstown, New York. Situated at 431 Riverview Drive, our agency is dedicated to providing comprehensive and tailored insurance solutions to meet the diverse needs of businesses and their employees. We specialize in offering a wide range of employee benefits packages designed to enhance workplace satisfaction and security. Our team of experienced professionals is committed to delivering personalized service and expert guidance to ensure that your business and its employees are well-protected. At Impact Employee Benefits Solutions, we prioritize your peace of mind by offering reliable and innovative insurance options that make a meaningful impact on your organization. Visit us today to explore how we can support your business with our exceptional insurance services.
Upstate Milk Employees Federal Credit Union
Welcome to Upstate Milk Employees Federal Credit Union, your trusted financial partner located in the heart of Cheektowaga, New York. Situated at 90 Anderson Road, we are proud to serve our community with a wide range of financial services tailored to meet your needs. As a member-focused credit union, we prioritize your financial well-being, offering personalized solutions and competitive rates. Whether you're looking for savings and checking accounts, loans, or financial advice, our dedicated team is here to help you achieve your financial goals. Experience the difference of a community-oriented financial institution where you are more than just a customer; you are a valued member of our family. Visit us today and discover the benefits of banking with Upstate Milk Employees Federal Credit Union.
Boxer, Silva & Associates - Ameriprise Financial Services, LLC
Welcome to Boxer, Silva & Associates - Ameriprise Financial Services, LLC, your trusted partner in financial planning and investment management located at 100 Summit Lake Drive, Valhalla, New York 10595. Our dedicated team is committed to helping you achieve your financial goals, whether it's planning for retirement, funding education, or making a significant purchase like a second home. At Boxer, Silva & Associates, we prioritize what's most important to you. Our personalized approach involves understanding your individual goals and risk tolerance to provide tailored investment, asset allocation, and portfolio recommendations. We believe in a collaborative process, documenting your goals, regularly reviewing your progress, and adapting your strategy as life changes occur.
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