The 30 Best Family office wealth managers in New York City, New York

Lincoln Investment Planning, located at 1 Mansion Street in Coxsackie, New York, is a leading finance institution that empowers advisors to offer quality investment, insurance, and retirement products to help clients achieve their long-term financial goals. With a long-standing partnership with BNY Mellon’s Pershing and access to Pershing X’s Wove wealth management platform, our advisors have the tools and support they need to succeed in the competitive industry. For educators and non-profit employees, we specialize in helping them add a 403(b) tax-sheltered account to their retirement savings strategy. With 55 years of experience in 403(b) plans, we assist savers in becoming investors and ensuring financial well-being is achievable for all.

Rosemont Financial Group: Judith K. Odell is a reputable finance institution located in Albany, New York. With a focus on providing personalized financial solutions, the institution is dedicated to helping clients achieve their financial goals. Whether it's investment planning, wealth management, or retirement strategies, the experienced team at Rosemont Financial Group is committed to delivering top-notch service and expertise. Visit their office at 18 Corporate Woods Boulevard to start your journey towards financial success.

Herzog Law Firm, P.C. is a reputable institution located at 7 Southwoods Boulevard in Albany, New York, United States. Specializing in Estate Planning, Elder Law, Medicaid Planning, Estate Administration & Probate, Special Needs Planning, Guardianship, and Real Estate Law, the firm has been serving the Greater Capital Region, Hudson Valley, and Adirondack Regions since 1946. With a team of experienced professionals, Herzog Law Firm offers individualized and knowledgeable counsel to help clients plan for their future. Services include Estate Planning, Medicaid Planning, Special Needs Planning, Estate Administration, Probate, Wills, Trusts, and Advance Directives. The firm also provides valuable resources on topics such as Aging in Place, Life Estates, and Wills vs Trusts. Whether you already have an estate plan in place or are looking to start the planning process, Herzog Law Firm is here to assist. Schedule a free consultation today by calling 518-465-7581 or visiting their office at Corporate Woods in Albany.

Herzog Law Firm, P.C. is a trusted legal institution located at 855 New York 146 in New York, United States. Serving the Greater Capital Region, Hudson Valley & Adirondack Regions, our experienced team specializes in Estate Planning, Elder Law, Medicaid Planning, Estate Administration & Probate, Special Needs Planning, Guardianship, and Real Estate Law. With a history of providing personalized and knowledgeable counsel since 1946, we have served clients in Albany, Saratoga, and Kingston, NY areas. Our services include Estate Planning, Medicaid Planning, Special Needs Planning, Estate Administration, Probate, Wills, Trusts, and Advance Directives.

Alireal Brown, Bankers Life Agent is a reputable insurance agency located at 7 Southside Drive in New York, United States. As a dedicated Bankers Life Agent, Alireal Brown provides personalized insurance solutions to meet the unique needs of individuals and families. With years of experience in the industry, Alireal Brown is committed to helping clients protect their financial future and achieve peace of mind. Whether you are looking for life insurance, retirement planning, or long-term care coverage, Alireal Brown is here to guide you every step of the way. Visit our office today to learn more about our services and how we can assist you in securing your financial well-being.

Chautauqua Lake Dental is a dentist institution located at 114 South Erie Street in Mayville, New York. Our practice focuses on providing a comprehensive approach to dental care, working with patients to choose the best treatment plan for their individual needs. We welcome patients of all ages, following the ADA recommendation to start dental visits with the arrival of a child's first tooth. Our friendly and down-to-earth staff strives to create a welcoming environment where patients feel at home. We offer a range of services including routine cleanings, x-rays, exams, fillings, crowns, root canals, extractions, dentures, implants, tooth whitening, and cosmetic dentistry. In cases where specialized care is needed, we partner with area specialists to ensure the highest quality of treatment.

Wilmington Trust, located at 68 Exchange Street in Binghamton, New York, is a leading finance institution that offers wealth and institutional services. As a part of M&T Bank, one of the most financially stable companies in the U.S., Wilmington Trust provides expert guidance to help families and businesses succeed. Our experienced professionals and forward-thinking approach have made us a trusted partner for generations. Plan your visit to our Binghamton office and schedule an appointment to learn more about how we can help you achieve your financial goals.

Teresa Lee Flynn is a financial advisor at Ameriprise Financial Services, LLC located at 1550 Vestal Parkway East in Vestal, New York, United States. She offers personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. Teresa helps clients track their progress towards financial goals, adjusting strategies as life changes. Clients can access their investments and accounts securely from any device. To learn more and schedule a complimentary initial consultation, visit Teresa's office or contact her. Securities are offered through Ameriprise Financial Services, LLC, a registered investment adviser and member of FINRA and SIPC. Teresa is registered to conduct securities business in certain states. Referrals are welcome, and Teresa looks forward to helping friends and family members achieve their financial goals.

Welcome to David Gonzalez - State Farm Insurance Agent, located at 50-03 Metropolitan Avenue in New York, United States. Our insurance agency offers personalized service to protect you and your loved ones. Whether you need auto insurance, homeowner's insurance, small business insurance, or more, our licensed team is here to assist you. Stop by our office in Ridgewood, Queens NY to meet our State Farm team and enjoy a cup of coffee or tea. We look forward to providing you with outstanding service and helping you create a personalized insurance plan. Contact us today to ensure your family is protected and your valuables are secure. We are dedicated to helping you achieve your goals and desired quality of life. Become a part of our State Farm family and let us assist you with all your insurance needs.

At Morgan Legal Group P.C. in New York City, our team of skilled professionals is dedicated to providing personalized legal services tailored to each client's specific needs. Unlike large law firms, we ensure that clients have direct access to an attorney whenever they have a question or concern. Specializing in estate planning, our attorneys possess in-depth knowledge and experience in this area of law. We offer a comprehensive approach to estate planning, including services such as wills, trusts, powers of attorney, and healthcare directives. Our goal is to preserve and protect our clients' legacies and assets, helping them minimize estate taxes, avoid probate, and ensure a smooth transition of assets to beneficiaries.

Ettinger Law Firm is a reputable legal institution specializing in elder law and estate planning services. Located at 345 North Main Street in New City, New York, the firm is dedicated to providing expert legal guidance and support to individuals and families in need of assistance with their estate planning and elder care needs. With a team of experienced lawyers who are well-versed in the complexities of elder law, Ettinger Law Firm is committed to helping clients navigate the legal process with professionalism and compassion. Whether you are looking to create a will, establish a trust, or need assistance with long-term care planning, Ettinger Law Firm is here to help you protect your assets and ensure your wishes are carried out. Contact them today to schedule a consultation and start planning for your future.

Welcome to Dilendorf Law Firm, located in New York at 85 Broad Street. Specializing in digital assets, general counsel services, estate planning, and navigating complex business challenges, our firm provides tailored support to high-net-worth individuals, family operations, and businesses. Led by Adam, a leading young whistleblower lawyer with a strong investigative background in complex organizations and transactions, our team also includes Bari Zahn, a seasoned attorney with nearly 20 years of experience in global law firms, and Steve, who brings extensive business and problem-solving expertise to our practice.

Hewlett Mansion Luxury is a prestigious real estate and travel agency located at 36 Trinity Place in the charming town of Hewlett, New York. Our agency specializes in offering high-end luxury properties for sale or rent, as well as providing bespoke travel experiences for discerning clients. With a team of experienced professionals dedicated to providing top-notch service, Hewlett Mansion Luxury is your go-to destination for all your real estate and travel needs. Experience the epitome of luxury living and travel with Hewlett Mansion Luxury.

H D Sheldon & Co is a reputable institution located at 143 West 29th Street in New York, New York. With a long history of providing top-notch financial services, H D Sheldon & Co is known for its expertise in investment management, financial planning, and wealth management. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or protect your assets, H D Sheldon & Co is committed to providing personalized solutions tailored to your specific needs. Visit their office in New York City to learn more about how they can help you reach your financial goals.

The Institute for Private Investors, located at 505 5th Avenue in New York, New York, is a prestigious institution dedicated to providing high-quality education and resources for individuals looking to enhance their investment strategies. With a focus on personalized guidance and tailored solutions, the Institute offers a range of programs and services designed to help private investors navigate the complexities of the financial markets. Whether you are a seasoned investor or just starting out, the Institute for Private Investors is committed to helping you achieve your investment goals.

Anthony Tangredi - Raymond James is a finance institution located at 2679 New York 17M in Goshen, New York. Specializing in wealth management, investments, and financial planning, our team of experienced professionals is dedicated to helping clients achieve their financial goals. With a focus on personalized service and tailored solutions, we strive to provide our clients with the tools and resources they need to secure their financial future. Whether you are looking to grow your investments, plan for retirement, or build a comprehensive financial strategy, Anthony Tangredi - Raymond James is here to help. Contact us today to schedule a consultation and take the first step towards a more secure financial future.

The Mint Capital Inc is a leading financial institution located at 24 Gilbert Street Extension in Monroe, New York, United States. We specialize in providing a wide range of financial services including investment management, wealth planning, and retirement solutions. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. With a commitment to excellence and personalized service, The Mint Capital Inc is the trusted partner for all your financial needs.

Integrated Financial Consulting is a leading finance institution located at 365 New York 59 in Airmont, New York. Our team of expert financial advisors offers a comprehensive range of services to help individuals and businesses achieve their financial goals. From investment planning to retirement strategies, we provide personalized solutions tailored to each client's unique needs. With a commitment to excellence and a focus on building long-term relationships, Integrated Financial Consulting is dedicated to helping our clients secure their financial future.

Shem Tov Consulting Inc. is a reputable finance institution located at 48 Future Industrial Rd in Monroe, New York, United States. With a team of experienced financial experts, we offer a wide range of consulting services to help individuals and businesses achieve their financial goals. Whether you need assistance with budgeting, investment strategies, or financial planning, our knowledgeable staff is here to provide personalized solutions tailored to your specific needs. Trust Shem Tov Consulting Inc. to guide you towards a secure financial future.

CR Capital Partners is a leading financial institution located at 20 Adele Boulevard in Chestnut Ridge, New York. With a strong presence in the United States, CR Capital Partners offers a wide range of financial services including investment management, wealth management, and financial planning. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are an individual investor or a business owner, CR Capital Partners is committed to providing personalized solutions to meet your unique needs. Visit their office in Chestnut Ridge today to learn more about how they can help you navigate the complex world of finance.

DreamBuilder Financial, LLC is a reputable accounting and finance institution located at 21 Annette Lane in Airmont, New York, United States. With a team of experienced professionals, we are dedicated to helping individuals and businesses achieve their financial goals. Whether you need assistance with tax preparation, financial planning, or investment management, our experts are here to provide personalized solutions tailored to your specific needs. Trust DreamBuilder Financial, LLC to be your partner in building a secure financial future.

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.

WealthTrust is a finance institution located at 33 Airport Center Drive in New Windsor, New York, United States. We specialize in providing personalized wealth management services to individuals and businesses, helping our clients achieve their financial goals and secure their financial future. Our team of experienced professionals is dedicated to providing expert advice and guidance on investments, retirement planning, estate planning, and more. At WealthTrust, we are committed to helping our clients build and preserve their wealth through strategic financial planning and investment management. Contact us today to learn more about how we can help you achieve financial success.

Advent Valuation Advisors is a financial institution located at 11 Racquet Road in Newburgh, New York, United States. Specializing in accounting and finance, they offer appraisals for closely-held companies, professional practices, asset holding company interests, and intangible assets. Their services are provided on a confidential basis for business owners and professional advisors. In addition to appraisals, Advent Valuation Advisors also offers consulting and advice to legal counsel on valuation, forensic accounting, and economic damages. They provide expert witness testimony on these matters in court. Their team of forensic accountants is skilled in investigative examination and analysis of financial records for legal purposes, applying accounting theory and principles to real or hypothetical issues.

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.

James Brandemarte is a reputable finance institution located at 344 Main Street in Beacon, New York, United States. With a strong focus on providing top-notch financial services to its clients, James Brandemarte is known for its expertise in investment planning, wealth management, and financial advisory services. The institution prides itself on its personalized approach to helping clients achieve their financial goals and secure their financial future. Whether you are looking for retirement planning, investment strategies, or general financial advice, James Brandemarte is dedicated to providing you with the guidance and support you need. Visit their office on Main Street to learn more about how they can help you with your financial needs.

Merrill Lynch Financial Advisor Robert Hughes Guido is a well-established finance institution located at 225 Liberty Street in New York, New York, United States. With a focus on providing expert financial advice and guidance, this institution offers a wide range of services to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Merrill Lynch Financial Advisor Robert Hughes Guido is dedicated to providing personalized solutions tailored to your individual needs. Trust in their expertise and experience to help secure your financial future.

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.

Merrill Lynch Financial Advisor Mitchell Winter is a reputable finance institution located at 114 West 47th Street in New York, New York, United States. As a trusted financial advisor, Mitchell Winter provides expert guidance and personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Merrill Lynch Financial Advisor Mitchell Winter is dedicated to helping individuals and businesses navigate the complexities of the financial world with confidence and peace of mind.

The Stone-Miller Group - UBS Financial Services Inc. is a prestigious financial institution located at 1285 6th Avenue in New York, New York. With a strong reputation for providing top-tier financial services, the institution offers a wide range of wealth management and investment solutions to clients. Their team of experienced professionals are dedicated to helping individuals and businesses achieve their financial goals through personalized strategies and expert guidance. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial markets, The Stone-Miller Group - UBS Financial Services Inc. is committed to delivering exceptional service and results.