The 30 Best Family office consulting in New City, New York

5510 results found

Welcome to Cowen Law Firm, your trusted legal partner located in the heart of Delhi, New York. Situated at 74 Main Street, our firm is dedicated to providing exceptional legal services to the local community and beyond. Specializing in various areas of law, our experienced team is committed to delivering personalized and effective solutions tailored to meet your unique needs. At Cowen Law Firm, we understand that navigating the legal landscape can be daunting, which is why we prioritize clear communication and a client-centered approach. Whether you're seeking assistance with family law, estate planning, personal injury, or any other legal matter, our knowledgeable attorneys are here to guide you every step of the way.

Welcome to Mc Keegan & Mc Keegan, your trusted legal partner located in the heart of Delhi, New York. Situated at 127 Main Street, our firm is dedicated to providing exceptional legal services to the local community and beyond. With a strong commitment to integrity, professionalism, and personalized attention, Mc Keegan & Mc Keegan specializes in a wide range of legal areas to meet your diverse needs. Our experienced team of attorneys is here to guide you through complex legal matters with expertise and compassion. Whether you require assistance with family law, real estate transactions, estate planning, or business law, we are equipped to offer sound legal advice and effective representation. At Mc Keegan & Mc Keegan, we understand that every client is unique, and we take pride in tailoring our services to achieve the best possible outcomes for you.

Welcome to Deming Nancy K, your trusted legal partner in Delhi, New York. Conveniently located at 4 Court Street, our law office is dedicated to providing comprehensive legal services with a personal touch. As an experienced lawyer, Nancy K. Deming offers expert guidance and representation across a range of legal areas. Whether you need assistance with family law, estate planning, real estate transactions, or civil litigation, our practice is committed to achieving the best possible outcomes for our clients. At Deming Nancy K, we pride ourselves on our professionalism, integrity, and personalized approach to meet your unique legal needs. Contact us today to schedule a consultation and let us help you navigate the complexities of the legal system with confidence.

Welcome to Robert C Dempsey Insurance Agency, your trusted partner in securing peace of mind and financial protection. Conveniently located at 102 Main Street, Groton, New York, our agency is dedicated to serving the community with comprehensive insurance solutions tailored to meet your unique needs. At Robert C Dempsey Insurance Agency, we understand that choosing the right insurance coverage is an important decision. Our experienced team is committed to providing personalized service and expert guidance to help you navigate the complexities of insurance. Whether you are looking for auto, home, life, or business insurance, we offer a wide range of options from leading insurance providers to ensure you receive the best coverage at competitive rates.

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.

Welcome to Entrust Wealth Management, your trusted partner in financial planning and investment management, located in the heart of Owego, New York. Situated at 35 Lake Street, our firm is dedicated to providing personalized financial solutions tailored to meet the unique needs of each client. With a commitment to excellence and integrity, Entrust Wealth Management specializes in helping individuals, families, and businesses achieve their financial goals through comprehensive wealth management services. Our team of experienced financial advisors is here to guide you through every step of your financial journey, offering expert advice in areas such as retirement planning, investment strategies, risk management, and estate planning. At Entrust Wealth Management, we understand that financial security is about more than just numbers—it's about building a future you can rely on. We take pride in building long-term relationships with our clients, ensuring that we are always aligned with your aspirations and financial objectives.

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.

Welcome to David Allen LPL Financial, your trusted partner in navigating the complexities of personal and business finance. Conveniently located at 460 East Front Street in the charming town of Owego, New York, we are committed to providing expert financial guidance tailored to your unique needs. At David Allen LPL Financial, we understand that each client has distinct financial goals and challenges. Our experienced team is dedicated to delivering personalized strategies that help you achieve financial success, whether you're planning for retirement, managing investments, or seeking advice on wealth management.

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.

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.

Welcome to Ira Network LLC, your trusted partner in financial services located in the heart of Apalachin, New York. Situated at 21 Degroat Road, we are committed to providing exceptional financial solutions tailored to meet the unique needs of our clients. At Ira Network LLC, we specialize in a wide range of financial services designed to help you achieve your financial goals. Our team of experienced professionals is dedicated to delivering personalized advice and strategic planning, ensuring that every client receives the highest level of service and expertise. Whether you're looking for investment management, retirement planning, or financial consulting, Ira Network LLC is here to guide you every step of the way. Visit us today and discover how we can help you secure a prosperous financial future.

Welcome to Kimberly H Cawley - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 127 North Main Street, Cortland, New York. We are dedicated to providing personalized financial services to help you achieve your financial goals with confidence. As a trusted advisor, Kimberly H Cawley brings a wealth of knowledge and expertise, supported by numerous prestigious certifications that underscore a commitment to excellence in financial planning. Kimberly holds the AAMS™ certification, which ensures adherence to a code of ethics and a comprehensive understanding of asset management tailored to individual needs. With a focus on real-world applications, Kimberly is qualified to guide you through asset allocation, investment strategies, estate planning, and more.

Welcome to John Baringer - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 25 Clinton Avenue, Cortland, New York 13045. As a dedicated financial professional, John Baringer offers personalized wealth management services tailored to meet the unique needs of each client. With a robust array of certifications and designations, John is exceptionally qualified to guide you through the complexities of financial planning and investment management. Our services encompass a wide range of financial solutions, including asset allocation, investment strategies, estate planning, and retirement planning. John is an Accredited Asset Management Specialist™ (AAMS™), ensuring adherence to a stringent code of ethics and expertise in applying investment concepts to real-world situations. Additionally, John holds the Accredited Domestic Partnership Advisor™ (ADPA™) designation, enabling him to address the financial needs of domestic partners with precision and care.

Welcome to Matt Cooney - State Farm Insurance Agent, your trusted partner for comprehensive insurance solutions in Syracuse, New York. Conveniently located at 4856 West Seneca Turnpike, our agency is dedicated to providing personalized insurance services to meet the unique needs of individuals, families, and businesses in our community. At Matt Cooney - State Farm Insurance Agent, we understand that life is full of uncertainties, and having the right insurance coverage is essential for peace of mind. Whether you're looking for auto, home, life, or business insurance, our experienced and friendly team is here to guide you through the process and help you make informed decisions.

Welcome to George's Gym Equipment: Your Trusted Fitness Partner in Clinton, NY Located at 8768 Red Hill Road, Clinton, New York, George's Gym Equipment is your one-stop destination for high-quality commercial and home fitness equipment. With over 35 years of experience, we are committed to providing top-notch products backed by exceptional service.

Welcome to Alfred Saracene - Financial Advisor, Ameriprise Financial Services, LLC, your trusted partner for comprehensive financial guidance. Conveniently located at 8 Kennedy Parkway, Cortland, New York, we specialize in providing personalized financial strategies tailored to meet the unique needs of our clients. Our expertise spans a wide range of financial planning and advisory services. Alfred Saracene holds multiple prestigious certifications, including the Accredited Asset Management Specialist™ (AAMS™), Accredited Domestic Partnership Advisor™ (ADPA™), and Accredited Investment Fiduciary® (AIF®), among others. These credentials signify a commitment to ethical practices and a deep understanding of complex financial concepts, ensuring that our clients receive the highest standard of service.

Welcome to Parsons & Associates Inc - Syracuse Insurance Agency, your trusted partner in comprehensive insurance solutions. Conveniently located at 440 South Warren Street, Syracuse, New York, we are dedicated to serving the diverse insurance needs of individuals, families, and businesses in the Syracuse area. At Parsons & Associates Inc, we understand that navigating the world of insurance can be complex and overwhelming. That's why our team of experienced professionals is committed to providing personalized service and expert guidance tailored to your unique circumstances. Whether you're seeking auto, home, life, health, or business insurance, we offer a wide range of products from reputable carriers to ensure you receive the best coverage at competitive rates.

Welcome to Marie Vertigan - State Farm Insurance Agent, your trusted partner for comprehensive insurance solutions in Syracuse, New York. Conveniently located at 2819 James Street, we are committed to helping you protect what matters most. Whether you're looking for auto, home, renters, life, health, or business insurance, we offer personalized plans tailored to meet your specific needs and budget. At Marie Vertigan - State Farm, we understand the importance of savings without compromising on coverage. Our team of experienced agents is dedicated to providing you with the best possible options, including safe driving rewards, bundling discounts, and more. Please note that all auto insurance quote requests are currently provided through our agents, so feel free to call us during business hours to create your Personal Price Plan.

Welcome to Lisa McKenney - RBC Wealth Management Financial Advisor, located at 5786 Widewaters Parkway, Syracuse, New York 13214. At our firm, we believe that the best financial strategies are those that are tailored to your unique goals and aspirations. Whether you're planning for retirement, saving for the future, or managing life's unexpected events, we are here to guide you every step of the way. Our personalized wealth management services provide you with a comprehensive view of your financial picture, accessible at your convenience. With RBC Wealth Management Online, you can monitor your progress, stay informed about market trends, and manage your finances securely from any device, 24/7.

Welcome to Allison Haslam: Primerica - Financial Services, your trusted partner in financial planning and insurance solutions, conveniently located at 6511 Basile Rowe, East Syracuse, New York. We are dedicated to helping individuals and families achieve financial security and peace of mind through a comprehensive range of services tailored to meet your unique needs. At Allison Haslam: Primerica, we specialize in providing personalized financial strategies that encompass everything from life insurance and investment options to retirement planning and debt management. Our team of experienced professionals is committed to guiding you through the complexities of financial decision-making with clarity and confidence.

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.

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.

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.

Welcome to Jessica Maureen Champion - Ameriprise Financial Services, LLC, your trusted partner in financial planning and wealth management located in East Syracuse, New York. At our office, we understand that every client has unique financial goals and aspirations. That's why we offer personalized financial advice tailored to meet your individual needs. Our team of Ameriprise advisors brings a wealth of experience and knowledge across various financial disciplines. We encourage you to explore our advisors' backgrounds, credentials, and areas of expertise to find the approach that aligns best with your financial objectives. Whether you're planning for retirement, managing investments, or preparing for life's unexpected events, our advisors are here to guide you every step of the way.

Welcome to Paul Coir - Financial Advisor, Ameriprise Financial Services, LLC, your trusted partner in financial planning and wealth management, conveniently located at 5750 Commons Park, East Syracuse, New York 13057, United States. Our mission is to provide personalized and comprehensive financial advice tailored to your unique needs and goals. Paul Coir is a distinguished financial advisor equipped with a broad array of certifications and expertise to guide you through every aspect of financial planning. With credentials such as the AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, Paul is committed to upholding the highest standards of ethics and professionalism in the industry.

Welcome to Grace Capital Management, your trusted partner in financial excellence located in the heart of Fayetteville, New York. Situated at 516 Briar Brook Run, our firm is dedicated to providing personalized financial solutions to meet the unique needs of our clients. As a premier finance company, we specialize in wealth management, investment planning, and financial advisory services. At Grace Capital Management, we believe in building lasting relationships with our clients, guided by integrity, transparency, and a commitment to delivering exceptional results. Our team of experienced financial professionals is equipped with the expertise and insight needed to navigate today's complex financial landscape. Whether you're looking to grow your investments, plan for retirement, or secure your financial future, we offer comprehensive strategies tailored to your goals.

Welcome to Bloom Tax Partners, your trusted tax preparer in Greater Binghamton, located at 2669 Main Street, Whitney Point, New York. We specialize in providing comprehensive accounting and finance services tailored to meet the needs of our community. Our mission is to help you save money throughout your lifetime by offering affordable and proactive income tax planning and tax preparation services. At Bloom Tax Partners, we believe in making the tax preparation process as seamless and stress-free as possible. Our services start at competitive rates: tax preparation at $175, bookkeeping at $175 per month, and payroll services at $50 per pay period. We are dedicated to effective communication, guiding you through the often complex world of taxes with clarity and understanding.

Welcome to Nationwide Insurance: Anthony W Burchell, your trusted insurance agency located at 2666 Main Street, Whitney Point, New York. We are dedicated to providing comprehensive insurance solutions tailored to meet your unique needs. Specializing in a wide range of insurance products, including Agriculture, Auto, Commercial, Condo, Farm, Home, Powersports, and Renters insurance, we are here to protect what matters most to you. Our partnership with Nationwide allows us to offer reliable auto insurance policies with a smooth claims process and personalized service. Whether you need coverage for your car, motorcycle, or RV, we have options to suit your lifestyle. Our offerings include Liability, Collision, Medical Payments, and Roadside Assistance coverage, along with valuable discounts like Multi-Policy, Accident-Free, Paperless, and Good Student discounts.

Welcome to Obligatory Insurance LLC, your trusted partner in navigating the complex world of insurance. Conveniently located at 8 Hawley Street, Binghamton, New York, we are committed to providing personalized insurance solutions tailored to meet the unique needs of individuals, families, and businesses in our community. At Obligatory Insurance LLC, we understand that every client has different insurance requirements. Our experienced team of professionals is dedicated to offering comprehensive coverage options, including auto, home, life, health, and business insurance. We work with a wide range of reputable insurance providers to ensure that you receive the best possible coverage at competitive rates.

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.