TOP 30 Family office consulting in New City, New York

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Welcome to Matthew Fox: Allstate Insurance, your trusted partner in Holbrook, New York, for all your insurance needs. Conveniently located at 4250 Veterans Memorial Highway, our agency is dedicated to providing personalized and comprehensive insurance solutions to individuals, families, and businesses in the community. At Matthew Fox: Allstate Insurance, we understand that every client has unique needs and priorities. Our experienced and knowledgeable team is here to guide you through the process of selecting the right coverage to protect what matters most to you. Whether you're looking for auto, home, life, or business insurance, we offer a wide range of options tailored to fit your specific requirements.

Welcome to Twin Forks Insurance Agency, your trusted partner in safeguarding what matters most. Conveniently located at 16 Station Road, Bellport, New York, we are dedicated to providing comprehensive insurance solutions tailored to meet the unique needs of our community. As a locally owned and operated agency, we pride ourselves on our personalized approach, ensuring every client receives the attention and care they deserve. Our experienced team of professionals specializes in a wide range of insurance services, including home, auto, business, and life insurance. We work closely with top-rated insurance carriers to offer you competitive rates and robust coverage options. Whether you're looking to protect your family, assets, or business, Twin Forks Insurance Agency is here to guide you every step of the way.

Welcome to Greg Mehrhoff - State Farm Insurance Agent, your trusted local insurance agency located at 10 Station Court, Bellport, NY 11713, nestled conveniently between Chase Bank and the Bellport Public Library and Post Office. With over a decade of dedicated service to the Long Island community, Greg Mehrhoff and his wife, Jillian, are committed to understanding and fulfilling your unique insurance needs. As a family-run business, we offer a wide range of coverage options including Auto, Homeowners, Life Insurance, and more, all aimed at helping you and your family build wealth and secure a prosperous future. Greg, a Chartered Financial Consultant (ChFC) and lifelong Long Islander, brings a deep connection to the community, enriched by his passion for family, outdoor activities, and community service. Actively engaged in supporting local charities and organizations, Greg strives to make a positive impact throughout the region. If you’re affiliated with a non-profit organization, feel free to inquire about our community outreach initiatives.

Welcome to The Mehrhoff Agency, your trusted local State Farm Insurance provider located at 10 Station Court, Bellport, NY 11713. Nestled conveniently between the Chase Bank and the Bellport Public Library and Post Office, we are here to serve the Long Island community with over a decade of dedicated experience. Led by Gregory Mehrhoff, a Chartered Financial Consultant (ChFC) and lifelong Long Island resident, our family-run agency is committed to understanding and addressing your unique insurance needs. At The Mehrhoff Agency, we offer a comprehensive range of insurance solutions, including Auto, Homeowners, Life, Renters, and Business insurance. Our mission is to help you and your family build wealth and secure your future, ensuring that every day can feel like summer. We proudly serve Bellport Village and its neighboring communities, including North Bellport, Patchogue, East Patchogue, Shirley, Mastic, Mastic Beach, Medford, Holbrook, Holtsville, Yaphank, and Brookhaven, as well as the wider areas of Nassau, Suffolk, Queens, Brooklyn, Manhattan, Bronx, and Staten Island.

Welcome to Morse Insurance Agency, your trusted partner in safeguarding what matters most. Conveniently located at 180 East Main Street, Patchogue, New York, we are dedicated to providing comprehensive insurance solutions tailored to meet the unique needs of our community. As a locally owned and operated insurance agency, we pride ourselves on our personalized approach, ensuring you receive the best coverage options for your home, auto, business, and more. At Morse Insurance Agency, our experienced team is committed to delivering exceptional service, expert advice, and competitive rates. We understand that navigating the world of insurance can be complex, which is why we take the time to listen, understand your needs, and offer customized plans that provide peace of mind. Whether you are looking to protect your family, assets, or business, we are here to help you every step of the way.

Welcome to Osaic Wealth Inc., your trusted partner in financial success, located at 868 Church Street, Bohemia, New York. As a premier financial services firm, Osaic Wealth Inc. is dedicated to helping individuals and businesses achieve their financial goals through personalized and comprehensive wealth management solutions. Our team of experienced financial advisors is committed to providing expert guidance and tailored strategies that align with your unique needs and aspirations. At Osaic Wealth Inc., we understand that financial planning is a lifelong journey. Whether you are planning for retirement, managing investments, or securing your family's financial future, we are here to support you every step of the way. Our services include investment management, retirement planning, tax-efficient strategies, estate planning, and more. We pride ourselves on building long-term relationships with our clients based on trust, integrity, and excellence.

Welcome to Raymond James Financial Services, your trusted partner in navigating the complex world of finance. Conveniently located at 1320 Montauk Highway, Oakdale, New York, our firm is dedicated to providing personalized financial solutions tailored to meet your unique needs and goals. At Raymond James Financial Services, we pride ourselves on our commitment to excellence and integrity. Our experienced team of financial advisors is here to guide you through every step of your financial journey, offering expert advice in investment management, retirement planning, estate planning, and more. Whether you're an individual investor, a family, or a business owner, we understand that your financial aspirations are as unique as you are.

Welcome to HD Vest Financial Services, your trusted partner in financial planning and investment management, located conveniently at 539 Islip Avenue, Islip, New York. We specialize in providing personalized financial solutions tailored to meet the unique needs of individuals, families, and businesses in our community. At HD Vest Financial Services, we understand that financial goals and circumstances vary greatly. Our experienced team is dedicated to helping you navigate the complexities of financial planning, whether you're looking to secure your retirement, save for a child's education, or manage your investments. We pride ourselves on offering comprehensive services, including tax planning, estate planning, risk management, and wealth management, all designed to help you achieve your financial aspirations.

Welcome to Sunrise Insurance LLC, your trusted insurance partner located in the heart of Sayville, New York. Conveniently situated at 56 Main Street, our agency is dedicated to providing comprehensive insurance solutions tailored to meet the unique needs of individuals, families, and businesses in our community. At Sunrise Insurance LLC, we understand that peace of mind is invaluable. Our experienced team of insurance professionals is committed to guiding you through the complexities of insurance, ensuring that you have the right coverage to protect what matters most. Whether you're seeking auto, home, life, health, or business insurance, we offer a wide range of policies from leading insurers to suit your requirements and budget.

Welcome to Robert Gargiulo - Financial Advisor, Ameriprise Financial Services, LLC, your trusted partner in financial planning and asset management. Located at 175 South Wellwood Avenue, Lindenhurst, New York, our practice is dedicated to helping you achieve your financial goals with personalized strategies and expert guidance. Robert Gargiulo is a highly qualified financial advisor, holding numerous certifications that reflect a deep commitment to excellence and ethical standards in the finance industry. With credentials such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Robert is equipped to address a wide range of financial planning needs, from investment strategies and asset allocation to estate planning and risk management.

Welcome to Beacon Pointe Advisors, your trusted partner in financial planning and investment advisory services, located at 2488 Montauk Highway, Bridgehampton, New York. As one of the nation's largest Registered Investment Advisor firms, we are dedicated to serving the New York area with a comprehensive range of services, including investment advisory, financial planning, wealth management, and retirement plan services. At Beacon Pointe Advisors, we pride ourselves on our fiduciary responsibility to our clients, ensuring that your financial well-being is at the forefront of everything we do. Our holistic allWEALTH® approach covers all aspects of financial planning, from wealth and retirement strategies to estate and tax planning, insurance reviews, and risk assessments. We also specialize in values-based investing, life transition support, and multi-generational wealth and legacy planning.

Welcome to Allstate Insurance: Michael Haines, your trusted local insurance agency serving the Wainscott community and surrounding areas. Conveniently located at 3420 Montauk Highway, Wainscott, New York, we are dedicated to providing personalized insurance solutions to meet your unique needs. As part of the Allstate family, we offer a wide range of insurance products, including auto, home, life, and business insurance, ensuring that you and your loved ones are protected in every aspect of life. Our experienced team, led by Michael Haines, is committed to delivering exceptional customer service and expert advice, helping you make informed decisions about your insurance coverage.

Welcome to Merrill Lynch Financial Advisor Eugene Christensen, your trusted partner in navigating the complex world of finance. Conveniently located at 450 Old Country Road, Riverhead, New York, our office is dedicated to providing personalized financial guidance and comprehensive wealth management solutions tailored to meet your unique needs and goals. With years of experience in the financial industry, Eugene Christensen is committed to helping individuals, families, and businesses achieve financial success through strategic planning and informed decision-making. Whether you're looking to invest for the future, plan for retirement, or manage your wealth, our expert services are designed to empower you with confidence and clarity.

Welcome to Merrill Lynch Financial Advisor Carl P Neuberger, located at 450 Old Country Road, Riverhead, New York. As a dedicated financial advisor, Carl P Neuberger offers a comprehensive suite of financial services, combining the investment insights of Merrill with the banking convenience of Bank of America. Our goal is to help you navigate the complexities of today's financial landscape with personalized wealth management strategies tailored to your unique goals and needs. At our office, we provide access to a wide range of investment solutions and banking products, ensuring that you have the tools necessary to make informed decisions about your financial future. Our approach begins with a deep understanding of your financial picture and what matters most to you. By asking thoughtful questions and listening carefully, we aim to design and implement a personalized plan that helps you and your family pursue your financial goals while managing investment risk.

Welcome to the office of Merrill Lynch Financial Advisor Michael T. Lagnese, located at 450 Old Country Road, Riverhead, New York. We are dedicated to helping you navigate your financial journey with confidence and clarity. Our team, supported by the global resources of Merrill, is composed of talented and experienced professionals committed to building strong relationships based on trust and personalized service. At Merrill Lynch Wealth Management, we focus on what matters most to you—your family, goals, and priorities—as they evolve over the years. Our mission is to understand your unique financial situation, enabling us to design and implement a personalized plan to help you pursue your financial goals while managing investment risk.

Welcome to Merrill Lynch Financial Advisor Robert C. Ward, located at 450 Old Country Road, Riverhead, New York. We specialize in providing comprehensive financial advisory services tailored to meet the unique wealth management needs of business owners, entrepreneurs, and affluent individuals. With access to a wide range of investment solutions from Merrill and banking products from Bank of America, we offer personalized strategies to help you pursue your short- and long-term financial goals. Led by Robert C. Ward, a seasoned financial advisor with over three decades of experience, our team is dedicated to guiding you through the complexities of financial planning. Since joining Merrill Lynch in 2015 and becoming the Resident Director of the Riverhead office in 2018, Bob has focused on delivering exceptional service and insights into market trends and the global economy. His expertise is further enhanced by his Chartered Financial Consulting Designation (ChFC®), achieved in 2022.

Welcome to Merrill Lynch Wealth Management, your trusted financial partner located at 450 Old Country Road, Riverhead, New York. As a leading name in finance, we specialize in helping individuals, families, business owners, executives, and institutions navigate both rising and turbulent markets. Our team of expert financial advisors brings years of combined wealth management experience, offering insights and strategies tailored to your unique financial goals. At Merrill Lynch Wealth Management, we understand that wealth planning goes beyond mere advice. Our advisors are equipped to assist with retirement income planning, guidance on concentrated stock positions, and traditional investments, while also providing access to Bank of America’s estate planning services. We work collaboratively with your external professionals, such as accountants and tax attorneys, to ensure a comprehensive approach to your financial well-being.

Welcome to Bob Sutton - Financial Advisor, Ameriprise Financial Services, LLC, located at 50 Station Road, Water Mill, New York 11976. Our firm is dedicated to providing expert financial guidance tailored to your unique needs. With a robust suite of qualifications, Bob Sutton is equipped to help you navigate the complexities of financial planning, investment strategies, and wealth management. Our advisor holds prestigious certifications, including the AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, each reflecting a deep commitment to ethical standards and comprehensive financial expertise. These designations cover a wide range of financial disciplines, from asset allocation and estate planning to retirement strategies and investment opportunities for retirees and small business owners.

Welcome to "Michael Laliberte - Financial Advisor, Ameriprise Financial Services, LLC," where we are dedicated to guiding you through the complexities of financial planning. Situated at 50 Station Road, Water Mill, New York, our firm is committed to providing personalized financial advice tailored to your unique needs and goals. Michael Laliberte, a seasoned financial advisor, brings a wealth of expertise and a wide array of professional designations that underscore his commitment to excellence and ethical practice in the field of finance. With certifications such as the Accredited Asset Management Specialist™ (AAMS™), Accredited Domestic Partnership Advisor™ (ADPA™), and Accredited Investment Fiduciary® (AIF®), Michael is equipped to address a diverse range of financial scenarios, from asset management and estate planning to retirement strategies and wealth transfers.

Welcome to Philip Andriola - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 50 Station Road, Water Mill, New York 11976. As a trusted partner in finance, we are dedicated to helping you achieve your financial goals with personalized strategies tailored to your unique needs. Our team is equipped with an array of prestigious certifications that demonstrate our commitment to excellence and ethical practices in financial advising. Our expertise spans a broad spectrum, including asset management, estate planning, retirement strategies, and investment opportunities tailored for retirees and small business owners. We are proud to hold advanced certifications such as the Accredited Asset Management Specialist™ (AAMS™), Accredited Domestic Partnership Advisor™ (ADPA™), and Accredited Investment Fiduciary® (AIF®), among others.

Welcome to Destini Cuevas: Allstate Insurance, your trusted partner in Riverhead, New York, for comprehensive insurance solutions. Conveniently located at 1375 Old Country Road, our agency is committed to providing exceptional service and personalized insurance options tailored to meet your unique needs. As a dedicated Allstate Insurance agency, we offer a wide range of coverage options, including auto, home, life, and business insurance, ensuring that you and your loved ones are protected against life's uncertainties. Our knowledgeable and friendly team, led by Destini Cuevas, is here to guide you through the insurance process with expertise and care. We pride ourselves on building lasting relationships with our clients and helping you make informed decisions to safeguard your future. Whether you're looking to protect your family's home, secure your vehicle, or plan for the unexpected, we are here to help.

Welcome to Carmine J. Campisi - State Farm Insurance Agent, your trusted partner in Calverton, New York, for all your insurance needs. Conveniently located at 4492 Middle Country Road in Calverton Commons, just a half mile west of JR's Steakhouse and a mile east of Calverton Cemetery, our office is at the heart of the community, serving Calverton, Riverhead, Shoreham, Moriches, Manorville, Wading River, and beyond. We proudly extend our services to all of Nassau and Suffolk Counties, the Five Boroughs, and the entire states of New York and New Jersey. With over eight years of experience in the insurance industry with State Farm, and as a lifelong resident of Suffolk County, I am deeply committed to providing personalized and exceptional service to my clients. Growing up on Long Island, I developed a passion for helping others during their time of need, which is reflected in my approach to insurance services.

Welcome to Merrill Lynch Financial Advisor Mary C. Barty Scheurer, located at 57 Hampton Road, Southampton, New York 11968. As a dedicated financial advisor, Mary C. Barty Scheurer is committed to helping you navigate the complexities of finance and investment. With access to a wide range of investment solutions from Merrill and banking products from Bank of America, we provide the tools and insights you need to pursue your financial goals. At our Southampton office, we understand that every client is unique. Whether you have a clear financial strategy or are just beginning to plan for the future, we tailor our services to meet your individual needs. Our approach is about more than just managing money; it’s about understanding your plans, hopes, dreams, and goals. We work closely with you to adapt to changing goals, evolving family situations, and new commitments.

Welcome to Merrill Lynch Financial Advisor Harry L Hackett, your trusted partner in financial planning and wealth management located at 57 Hampton Road, Southampton, New York. Our mission is to be your primary source for financial advice and guidance, offering personalized strategies to help you navigate the complexities of the financial world. At the Hackett Group, we believe in building strong relationships through teamwork and client involvement. Our dedicated team of advisors and wealth management client associates work closely with you to understand your unique financial situation, goals, and priorities. With access to the global investment capabilities of Merrill and the banking convenience of Bank of America, we provide comprehensive solutions tailored to your needs.

Welcome to Merrill Lynch Financial Advisor Gregory C. Mallgraf's office, located at 57 Hampton Road, Southampton, New York. With over 20 years of experience in the financial services industry, Greg joined Merrill Lynch Wealth Management in 2008 and is dedicated to providing personalized and disciplined investment management strategies for individuals and families. As the Senior Resident Director of the Southampton branch and a Wealth Management Advisor with the Martorana-Mallgraf Group, Greg is committed to understanding your unique financial needs and goals. At Merrill Lynch, we offer access to a wide range of investment solutions and banking products from Bank of America. With timely insights into market trends and the global economy, Greg helps you stay on track with your financial objectives. Our approach focuses on connecting your life and finances, providing fresh perspectives to help turn your goals into reality.

Welcome to Merrill Lynch Financial Advisor Joseph Gaviola's office, located at 57 Hampton Road, Southampton, New York. As a dedicated financial advisor, Joseph Gaviola is committed to helping you navigate the complexities of wealth management with personalized strategies tailored to your unique financial goals. At Merrill Lynch, we provide access to a wide range of investment solutions alongside the banking convenience of Bank of America. Our approach begins with a deep understanding of your financial picture, ensuring that the strategies we develop are as flexible and dynamic as today's ever-changing market conditions. We focus on what matters most to you, crafting a personalized plan to help you and your family pursue your financial aspirations while managing investment risk.

Welcome to Edgar Betancourt - Ameriprise Financial Services, LLC, your trusted partner in navigating the complexities of financial planning and investment management. Conveniently located at 1673 County Road 39 in Southampton, New York, we specialize in providing personalized financial advice tailored to meet your unique goals and aspirations. At Edgar Betancourt - Ameriprise Financial Services, LLC, we understand that each client has distinct financial needs and objectives. That's why we offer a comprehensive approach to financial planning, ensuring that your strategy aligns perfectly with your personal goals. Our advisors possess a wide array of professional certifications and designations, underscoring their commitment to excellence and expertise in areas such as asset management, estate planning, retirement solutions, and investment strategies.

Welcome to Rocco A Carriero - Private Wealth Advisor, Ameriprise Financial Services, LLC, where we are committed to providing exceptional financial advisory services tailored to your unique needs. Located at 1673 County Road 39, Southampton, New York, our team is dedicated to helping you achieve your financial goals with confidence and clarity. Our expertise is backed by a range of prestigious certifications, ensuring that we deliver the highest standard of financial planning and advice. Our advisor holds the AAMS™ (Accredited Asset Management Specialist™) certification, which emphasizes a strong ethical foundation and proficiency in asset management, investment strategies, estate planning, and more. We also offer specialized services for domestic partners, retirees, and small business owners, thanks to our ADPA™ (Accredited Domestic Partnership Advisor™) and AWMA℠ (Accredited Wealth Management Advisor℠) designations.

Welcome to George Kreuscher - Financial Advisor, Ameriprise Financial Services, LLC, located at 1673 County Road 39, Southampton, New York. We are your trusted partner in financial planning and investment management, dedicated to helping you achieve your financial goals with personalized strategies and expert advice. George Kreuscher brings a wealth of knowledge and expertise to the table, holding numerous prestigious certifications and designations that highlight his commitment to excellence and professional growth in the financial services industry. As an Accredited Asset Management Specialist (AAMS™), George adheres to a strict code of ethics and applies investment concepts to real-world situations, ensuring your assets are managed effectively.

Meredith Diamond - Financial Advisor, Ameriprise Financial Services, LLC Welcome to Meredith Diamond - Financial Advisor, located at 1673 County Road 39, Southampton, New York. With a commitment to providing exceptional financial guidance, our firm is dedicated to helping you achieve your financial goals through personalized strategies and expert advice.