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The 30 Best Family office administration in New York

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5 3
#331

Meyerovich and Associates, P.C.

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Meyerovich and Associates, P.C. is a reputable law firm located at 4181 Bedford Avenue in New York, United States. Specializing in various legal matters, their team of experienced lawyers provide expert advice and representation to clients in need of legal assistance. With a commitment to excellence and a track record of successful cases, Meyerovich and Associates, P.C. is dedicated to serving the best interests of their clients. Whether you are facing a personal injury case, need help with a business matter, or require assistance with estate planning, Meyerovich and Associates, P.C. is here to help. Contact them today to schedule a consultation and discuss your legal needs.

4181 Bedford Ave 2nd fl, Brooklyn, NY 11229, United States
347-312-2301
mmeyerovichlaw.wixsite.com
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#332

Jose Martinez

● Open

Jose Martinez is a reputable doctor's office located at 3 Commercial Place in Newburgh, New York. Dr. Martinez and his team provide top-notch healthcare services to patients in the area. With a focus on patient-centered care and a commitment to excellence, Jose Martinez offers a wide range of medical services to help individuals maintain their health and well-being. Whether you need a routine check-up or specialized treatment, you can trust Jose Martinez for compassionate and professional care.

3 Commercial Pl, Newburgh, NY 12550, United States
845-220-2074
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4 44
#333

Pediatric Associates of NYC

● Open

Pediatric Associates of NYC, located at 317 East 34th Street in New York, is a trusted institution with a history dating back to 1948. Our team of board-certified pediatricians, who are also teaching faculty at NYU School of Medicine, provide the highest level of care for children. We offer continuity of care at NYU Langone Hospital, ensuring that our patients receive the best medical attention. In addition to general pediatric services, we also offer updated COVID vaccines and flu shots. Expecting parents are welcome to meet our doctors and learn more about our practice. We have upcoming events in Brooklyn, LIC, and Manhattan for parents to attend. Please note that all office visits are by appointment only for the safety of our patients and staff. Contact us to schedule an appointment or for more information.

317 E 34th St, New York, NY 10016, United States
212-725-6300
pediatricassociatesnyc.com
Pediatric Associates of NYC Pediatric Associates of NYC Pediatric Associates of NYC
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#334

Salisbury Bank Wealth Advisory

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Salisbury Bank Wealth Advisory is a premier financial institution located at 801 Auto Park Place in Newburgh, New York. As a trusted wealth advisory firm, we provide personalized financial planning and investment management services to help clients achieve their financial goals. Our team of experienced professionals offers expert advice and guidance to help clients navigate the complexities of wealth management. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investment portfolio, Salisbury Bank Wealth Advisory is here to help you every step of the way. Contact us today to schedule a consultation and start building a secure financial future.

801 Auto Park Pl, Newburgh, NY 12550, United States
845-849-7380
salisburybank.com
Salisbury Bank Wealth Advisory Salisbury Bank Wealth Advisory
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#335

Lieblich Financial Services

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Lieblich Financial Services is a reputable finance institution located at 53 South Ridge Road in Pomona, New York, United States. With a team of experienced financial experts, we offer a wide range of services including investment management, retirement planning, estate planning, and more. Our goal is to help our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how Lieblich Financial Services can assist you with your financial needs.

53 S Ridge Rd, Pomona, NY 10970, United States
718-771-0887
lfswealth.com
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5 42
#336

True Eagle Capital

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True Eagle Capital is a reputable finance institution located in the heart of New York City's financial district on Wall Street. Our team of experienced financial experts specialize in providing a wide range of investment and wealth management services to our clients. Whether you are looking to grow your portfolio, plan for retirement, or secure your financial future, True Eagle Capital is here to help. Trust us to guide you through the complexities of the financial world and help you achieve your financial goals.

110 Wall St, New York, NY 10005, United States
212-484-9754
trueeaglecapital.com
True Eagle Capital True Eagle Capital True Eagle Capital
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1 1
#337

Morgan Stanley Financial Advisors

● Open

Morgan Stanley Financial Advisors is a renowned finance institution located at 55 East 52nd Street in New York, New York, United States. With a team of experienced and knowledgeable financial advisors, they offer a wide range of services to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management, Morgan Stanley Financial Advisors can provide personalized solutions to meet your needs. Trustworthy and reliable, they are dedicated to helping clients navigate the complexities of the financial world with confidence and peace of mind.

55 E 52nd St 15th Fl, New York, NY 10055, United States
212-296-0666
advisor.morganstanley.com
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#338

ZS Wealth Partners - UBS Financial Services Inc.

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ZS Wealth Partners - UBS Financial Services Inc. is a prestigious financial institution located at 1285 6th Avenue in New York City, New York. As a branch of UBS Financial Services Inc., ZS Wealth Partners offers a wide range of financial services to clients, including wealth management, investment advisory, and financial planning. With a team of experienced financial professionals, ZS Wealth Partners is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, ZS Wealth Partners is committed to providing personalized and innovative financial solutions tailored to meet your individual needs.

1285 6th Ave, New York, NY 10019, United States
212-713-9870
advisors.ubs.com
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#339

Montclair Investment Partners - UBS Financial Services Inc.

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Montclair Investment Partners - UBS Financial Services Inc. is a prestigious finance institution located at 299 Park Avenue in New York, New York, United States. With a strong reputation for providing top-notch financial services, Montclair Investment Partners offers a wide range of investment solutions to help clients achieve their financial goals. The institution is known for its expertise in wealth management, asset allocation, and investment strategies tailored to individual needs. With a team of experienced professionals, Montclair Investment Partners is committed to delivering personalized and comprehensive financial advice to clients. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Montclair Investment Partners - UBS Financial Services Inc. is a trusted partner in helping you secure a prosperous financial future.

299 Park Ave, New York, NY 10171, United States
212-821-7052
advisors.ubs.com
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#340

Dana Macaluso, CFP, CPWA - UBS Financial Services Inc.

● Open

Dana Macaluso, CFP, CPWA - UBS Financial Services Inc. is a leading finance institution located in the heart of New York City. Specializing in comprehensive financial planning and wealth management, our team of experts is dedicated to helping clients achieve their financial goals. With a focus on personalized service and tailored solutions, we strive to provide the highest level of expertise and guidance to our clients. Visit us at 1285 6th Avenue to learn more about how we can help you secure your financial future.

1285 6th Ave, New York, NY 10019, United States
212-713-3603
advisors.ubs.com
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#341

Katz Wealth Management - UBS Financial Services Inc.

● Open

Katz Wealth Management - UBS Financial Services Inc. is a leading finance institution located at 1285 6th Avenue in New York City. With a strong reputation for providing top-notch financial services, their team of experts is dedicated to helping clients achieve their wealth management goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Katz Wealth Management has the knowledge and experience to guide you every step of the way. Trust in their expertise and personalized approach to financial planning to secure your financial future.

1285 6th Ave, New York, NY 10019, United States
212-713-9201
advisors.ubs.com
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#342

Eaglestone Advisors LLC

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Eaglestone Advisors LLC is a finance institution located at 66 Palmer Avenue in Bronxville, New York, United States. We specialize in providing expert financial advice and guidance to our clients, helping them navigate the complexities of the financial world with confidence. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals and secure their financial futures. Whether you are looking for investment advice, retirement planning, or assistance with wealth management, Eaglestone Advisors LLC is here to help. Contact us today to schedule a consultation and start building a solid financial foundation for tomorrow.

66 Palmer Ave Suite 32B, Bronxville, NY 10708, United States
914-202-8811
eaglestone-advisors.com
Eaglestone Advisors LLC
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#343

Merrill Lynch Financial Advisor Innokentii Panteleev

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Innokentii Panteleev is a financial advisor at Merrill Lynch located in New York, United States. With over 7 years of experience in the financial services industry, Inno focuses on serving clients with different backgrounds and levels of financial knowledge. He holds bachelor's degrees in International Relations and Finance and is dedicated to helping clients achieve their financial goals. In his spare time, Inno enjoys spending time with his family and meeting new people. Merrill Lynch offers personalized financial planning services, investment strategies, and access to banking services from Bank of America. Inno believes in building strong client relationships based on trust and personalized service. With a focus on your goals and priorities, Merrill Lynch Wealth Management Advisors can help you create a customized investment approach to address your needs and pursue your financial goals. Whether you are planning for retirement, funding your children's education, or preparing for other life events, Inno is committed to helping you achieve your goals. Contact Merrill Lynch Financial Advisor Innokentii Panteleev to start your journey towards financial success.

75 Rockefeller Plaza, New York, NY 10019, United States
212-415-8984
fa.ml.com
Merrill Lynch Financial Advisor Innokentii Panteleev
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2.7 9
#344

Columbian Mutual Life Insurance

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Columbian Mutual Life Insurance, located at 232 West 35th Street, New York, New York, is part of the Columbian Financial Group of companies. With over 300 associates across locations from Upstate New York to the Atlanta metropolitan area, Columbian offers classic life insurance plans to meet final expense needs. The institution also provides Life's Solutions, a permanent policy with level premiums and high guaranteed cash values, as well as Simple Security Whole Life and SafeShield® term insurance options. Columbian's professional staff supports over 20,000 independent agents nationwide. Prearrange your funeral with Columbian to ensure your family's peace of mind. Contact their administrative service offices in Binghamton or Syracuse at 800-423-9765 for more information. Please note that Columbian Life Insurance Company may not be licensed in every state, and product availability may vary.

232 W 35th St, New York, NY 10001, United States
212-239-0999
cfglife.com
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5 4
#345

The Hajdari Group Financial Advisers

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The Hajdari Group Financial Advisers is a leading financial institution located at 1491 Richmond Road in New York, United States. Our team of experienced financial advisers provides personalized and comprehensive financial planning services to help our clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or navigate complex financial decisions, our team is dedicated to providing expert guidance and support every step of the way. Trust The Hajdari Group Financial Advisers to help you secure your financial future.

1491 Richmond Rd, Staten Island, NY 10304, United States
212-381-0050
thehajdarigroup.com
The Hajdari Group Financial Advisers The Hajdari Group Financial Advisers
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5 24
#346

Maroon Strategist LLC

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Maroon Strategist LLC is a finance institution located at 495 Flatbush Avenue in New York, United States. We specialize in providing strategic financial solutions to help our clients achieve their goals. Our team of experienced professionals offers a wide range of services, including investment management, financial planning, and risk assessment. Whether you are an individual looking to grow your wealth or a business in need of financial guidance, Maroon Strategist LLC is here to help. Contact us today to learn more about how we can assist you in reaching your financial objectives.

495 Flatbush Ave, Brooklyn, NY 11225, United States
718-218-5842
maroonstrategist.com
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#347

Bizline Capital Group LLC

● Open

Bizline Capital Group LLC is a financial institution located at 3 Toltchav Way in Monroe, New York, United States. Specializing in providing a wide range of financial services, Bizline Capital Group LLC helps clients achieve their financial goals through strategic investment planning, asset management, and financial consulting. With a team of experienced professionals, Bizline Capital Group LLC is committed to providing personalized solutions to meet the unique needs of each client. Whether you are looking to grow your wealth, plan for retirement, or secure financing for your business, Bizline Capital Group LLC is dedicated to helping you navigate the complex world of finance with confidence.

3 Toltchav Way Suite 201, Monroe, NY 10950, United States
845-782-8581
bizlinecg.com
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5 3
#348

Allfi Solutions

● Open

Allfi Solutions is a leading finance institution located at 3804 Poplar Avenue in New York, United States. Specializing in providing a wide range of financial services, including investment management, financial planning, and wealth management, Allfi Solutions is dedicated to helping individuals and businesses achieve their financial goals. With a team of experienced professionals and a commitment to excellence, Allfi Solutions is a trusted partner for all your financial needs.

3804 Poplar Ave #1k, Brooklyn, NY 11224, United States
855-632-6030
allfisolutions.com
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4.2 5
#349

FIRST CLASS ADVANCE

● Open

FIRST CLASS ADVANCE is a premier financial institution located at 1944 Coney Island Avenue in New York, United States. Specializing in providing top-notch financial services, we are dedicated to helping individuals and businesses achieve their financial goals. Our team of experts offers personalized solutions and cutting-edge strategies to ensure our clients receive the best possible service. With a commitment to excellence and a track record of success, FIRST CLASS ADVANCE is the go-to destination for all your financial needs.

1944 Coney Island Ave, Brooklyn, NY 11223, United States
800-652-9754
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#350

Michael Collins - Financial Advisor, Ameriprise Financial Services, LLC

● Open

Michael Collins is a dedicated financial advisor at Ameriprise Financial Services, LLC located in Goshen, New York. With a focus on providing personalized financial planning and wealth management services, Michael helps clients navigate their financial goals and build a secure future. Whether you are looking to invest, plan for retirement, or protect your assets, Michael Collins is committed to helping you achieve financial success. Visit us at 25 West Main Street to start planning for your financial future today.

25 W Main St Suite 3-2, Goshen, NY 10924, United States
845-368-2912
ameripriseadvisors.com
Michael Collins - Financial Advisor, Ameriprise Financial Services, LLC
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5 1
#351

JHL Financial Services

● Open

JHL Financial Services is a reputable finance institution located at 6 Harmony Lane in Montgomery, New York, United States. Our dedicated team of professionals offers a wide range of financial services including investment advice, retirement planning, and wealth management. With a focus on personalized solutions and exceptional customer service, we strive to help our clients achieve their financial goals and secure their financial future. Visit us today to learn more about how we can assist you with your financial needs.

6 Harmony Ln, Montgomery, NY 12549, United States
845-567-0091
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#352

Tracy Brown Financial Advisor

● Open

Tracy Brown Financial Advisor is a reputable finance institution located at 80 Broad Street in New York, New York, United States. With years of experience in the financial industry, Tracy Brown provides expert guidance and personalized financial solutions to help clients achieve their financial goals. Whether you are looking to invest, save for the future, or plan for retirement, Tracy Brown Financial Advisor offers tailored services to meet your individual needs. Trust Tracy Brown to provide sound financial advice and help you navigate the complexities of the financial world with confidence.

80 Broad St Suite #3102, New York, NY 10004, United States
713-825-7321
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#353

Eden Lopez - RBC Wealth Management Financial Advisor

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Eden Lopez - RBC Wealth Management Financial Advisor is a leading financial institution located at 1211 6th Avenue in New York, New York, United States. With a focus on personalized wealth management solutions, Eden Lopez and her team provide expert financial advice and investment strategies tailored to each client's unique goals and needs. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Eden Lopez - RBC Wealth Management Financial Advisor is dedicated to helping you achieve financial success. Contact us today to schedule a consultation and take the first step towards securing your financial future.

1211 6th Ave Suite 3300, New York, NY 10036, United States
212-703-6107
us.rbcwealthmanagement.com
Eden Lopez - RBC Wealth Management Financial Advisor Eden Lopez - RBC Wealth Management Financial Advisor
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#354

Edie Haughney - Financial Advisor, Ameriprise Financial Services, LLC

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Edie Haughney is a Financial Advisor at Ameriprise Financial Services, LLC located in Pearl River, New York, United States. She holds various 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®. These certifications demonstrate her expertise in various areas of finance and wealth management, allowing her to provide comprehensive and specialized financial advice to her clients. With a focus on ethical practices and continuous education, Edie Haughney is dedicated to helping individuals and businesses achieve their financial goals.

1 Blue Hill Plz Ste 1509 Lbby Level, Pearl River, NY 10965, United States
845-653-3272
ameripriseadvisors.com
Edie Haughney - Financial Advisor, Ameriprise Financial Services, LLC Edie Haughney - Financial Advisor, Ameriprise Financial Services, LLC
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#355

Vision Financial Planning

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Vision Financial Planning is a finance institution located at 200 Vesey Street in New York, New York. Our team of experienced financial advisors is dedicated to helping individuals and businesses achieve their financial goals through personalized planning and strategic investment management. Whether you are looking to save for retirement, plan for your child's education, or grow your wealth, we are here to provide expert guidance and support every step of the way. Trust Vision Financial Planning to help you secure a brighter financial future.

200 Vesey St 24th floor, New York, NY 10281, United States
718-205-2880
myvisionfinancial.com
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#356

Brooklyn Fi

● Open

Brooklyn Fi is a prestigious finance institution located at 33 Nassau Avenue in New York, United States. With a strong reputation for excellence in the field of finance, Brooklyn Fi offers a wide range of financial services and expertise to individuals and businesses alike. Whether you are looking for investment advice, wealth management, or assistance with financial planning, Brooklyn Fi's team of experienced professionals are dedicated to helping you achieve your financial goals. Visit us today and see how Brooklyn Fi can help you secure your financial future.

33 Nassau Ave, Brooklyn, NY 11222, United States
718-690-3600
brooklynfi.com
Brooklyn Fi Brooklyn Fi Brooklyn Fi
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#357

Amazonia Wealth Management, LLC

● Open

Amazonia Wealth Management, LLC is a premier finance institution located at 134 North 4th Street in New York, United States. Specializing in wealth management services, our team of experienced professionals helps clients navigate the complexities of financial planning, investment strategies, and asset management. With a commitment to personalized service and tailored solutions, Amazonia Wealth Management, LLC is dedicated to helping individuals and businesses achieve their financial goals and secure their financial future.

134 N 4th St, Brooklyn, NY 11249, United States
212-677-5200
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#358

My Financial Planner, LLC

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My Financial Planner, LLC is a premier finance institution located at 594 Dean Street in New York, United States. Our team of expert financial advisors is dedicated to providing personalized financial planning services to help our clients achieve their financial goals. Whether you are looking to invest for the future, plan for retirement, or manage your wealth, our experienced professionals are here to guide you every step of the way. Trust My Financial Planner, LLC to help you secure your financial future.

594 Dean St, Brooklyn, NY 11238, United States
917-991-1285
stephaniegenkin.com
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#359

Merrill Lynch Financial Advisor Nessa C Boland

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Merrill Lynch Financial Advisor Nessa C Boland is a prestigious finance institution located at 560 Lexington Avenue, New York, New York, United States. With a focus on experience, service, and a commitment to clients, the institution aims to provide the highest level of professionalism and responsiveness at all times. Operating under the umbrella of Merrill Lynch Wealth Management, a division of Bank of America Corporation, the 712 Investment Group is a team of 20 wealth management professionals with decades of investment experience. Led by partners like Managing Directors Richard Wald and Travis O'Brien, the team is dedicated to creating custom strategies tailored to each client's goals, liquidity needs, values, and risk tolerance. The institution prides itself on its recognition in various financial industry publications, including Forbes' "America's Top Wealth Management Teams High Net Worth" list. The team at Merrill Lynch Financial Advisor Nessa C Boland works closely with clients to understand their financial goals and develop personalized wealth management strategies. Whether clients are planning for retirement, saving for a home, or funding a child's education, the team is equipped to help clients achieve their financial objectives.

560 Lexington Ave 2nd Floor, New York, NY 10022, United States
212-303-4074
fa.ml.com
Merrill Lynch Financial Advisor Nessa C Boland Merrill Lynch Financial Advisor Nessa C Boland Merrill Lynch Financial Advisor Nessa C Boland
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5 14
#360

Michael Russo - Wells Fargo Advisors, Wealth Management Staten Island

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Michael Russo - Wells Fargo Advisors, Wealth Management Staten Island is a leading financial institution located at 101 Tyrellan Avenue in Staten Island, New York. With a strong focus on helping clients achieve their financial goals, our team of experienced advisors at Wells Fargo offers personalized wealth management services tailored to each individual's needs. Whether you are planning for retirement, investing for the future, or looking to grow your wealth, we are dedicated to providing you with expert guidance and support every step of the way. Trust in Michael Russo - Wells Fargo Advisors for all your financial needs in Staten Island.

101 Tyrellan Ave Suite 105, Staten Island, NY 10309, United States
917-523-2322
Michael Russo - Wells Fargo Advisors, Wealth Management Staten Island Michael Russo - Wells Fargo Advisors, Wealth Management Staten Island Michael Russo - Wells Fargo Advisors, Wealth Management Staten Island
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