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

Welcome to Samuels & Samuels, your trusted legal partner located in the heart of Utica, New York. Situated at 239 Genesee Street, our esteemed law firm is dedicated to providing exceptional legal services to the community. With a team of experienced attorneys, we specialize in a wide range of practice areas to meet all your legal needs. At Samuels & Samuels, we pride ourselves on delivering personalized and comprehensive legal solutions. Whether you require assistance with family law, personal injury, criminal defense, or estate planning, our knowledgeable lawyers are here to guide you every step of the way. Our commitment to excellence and client satisfaction sets us apart as a leading law firm in the region.

Christopher Jude Pelli, Esq. PLLC Welcome to the law office of Christopher Jude Pelli, Esq. PLLC, located at 3 Derbyshire Place in Utica, New York. With a deep-rooted commitment to justice and a wealth of experience in personal injury and criminal law, Christopher Pelli is dedicated to providing exceptional legal representation tailored to your unique needs.

Welcome to David R. Diodati, your trusted legal partner in New Hartford, New York. Conveniently located at 2 Oxford Crossing, our law firm is dedicated to providing exceptional legal services to individuals and businesses in the community. With years of experience and a commitment to excellence, David R. Diodati specializes in a broad range of legal areas, ensuring personalized attention and tailored solutions for each client's unique needs. At David R. Diodati, we understand the complexities of the legal system and are here to guide you through every step of the process. Whether you require assistance with family law, estate planning, real estate transactions, or business law, our team is equipped to deliver knowledgeable and compassionate representation. We pride ourselves on building strong relationships with our clients, fostering an environment of trust and open communication.

Welcome to Harris-Courage, PLLC, your trusted partner in navigating the complex world of finance and law. Conveniently located at 219 North Prospect Street in the heart of Herkimer, New York, our firm is dedicated to providing exceptional legal and financial services tailored to meet your unique needs. At Harris-Courage, PLLC, we understand that financial and legal matters can often be daunting and intricate. Our team of experienced attorneys and financial experts is committed to guiding you through each step with professionalism, integrity, and personalized attention. Whether you require assistance with estate planning, tax law, business formation, or any other financial legal service, we are here to ensure your interests are protected and your goals are achieved.

Welcome to Rheinhardt and Bray, P.C., your trusted elder law and estate planning attorneys located at 85 Otsego Street, Ilion, New York. Our dedicated team is here to help you plan for the future, ensuring the well-being of you and your loved ones in terms of health, finances, and living arrangements. Specializing in elder law, we guide you through the complexities of planning your care and managing your assets, providing peace of mind for whatever the future may hold. At Rheinhardt and Bray, P.C., we pride ourselves on our commitment to honesty, integrity, and delivering results. Our experienced attorneys, Jeff and Chris, are well-versed in elder law and are dedicated to making your experience as seamless as possible. Whether you're considering setting up a living trust, protecting your assets, or planning for future hardships, we offer the expertise and personalized service you need.

Christine Corrigan Attorney At Law Located in the heart of Richfield Springs, New York, Christine Corrigan Attorney At Law is dedicated to providing exceptional legal services to the community. Situated at 2521 County Highway 22, our practice prides itself on offering personalized and comprehensive legal assistance tailored to meet the unique needs of each client.

Welcome to Glouzgal Law PLLC Located at 734 County Highway 33 in the picturesque village of Cooperstown, New York, Glouzgal Law PLLC is your trusted legal partner for estate planning and real estate matters in both Connecticut and New York. Our dedicated team of experienced attorneys is committed to providing personalized legal services that cater to your unique needs and goals.

Welcome to Hinman, Howard & Kattell, LLP, your trusted legal partner located at 1 Ford Avenue, Oneonta, New York. As a leading law firm, we are committed to providing exceptional legal services tailored to meet the diverse needs of our clients. With a rich history and a team of experienced attorneys, we specialize in a wide range of legal areas, including business law, estate planning, family law, real estate, and more. Our dedication to excellence and personalized approach ensures that each client receives the attention and expertise they deserve. Whether you are an individual, a family, or a business, Hinman, Howard & Kattell, LLP is here to guide you through every legal challenge with professionalism and integrity. Visit us today to discover how we can assist you in achieving your legal goals.

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 the Niagara County Genealogical Society, your premier resource for exploring family history and heritage in Niagara County. Conveniently located at 215 Niagara Street in Lockport, New York, our local government office is dedicated to assisting individuals in uncovering their ancestral roots and preserving the rich genealogical history of the region. Our passionate team is here to provide you with access to a wealth of genealogical records, resources, and expertise. Whether you're a seasoned genealogist or just beginning your journey into family history, we offer personalized assistance and valuable tools to help you trace your lineage and connect with your past.

Welcome to Solvay Bank, your trusted financial partner located at 197 Downer Street, Baldwinsville, New York. As a cornerstone of the community, Solvay Bank has been proudly serving the financial needs of individuals and businesses with dedication and integrity. Our comprehensive range of services includes personal and business banking, loans, and investment solutions tailored to help you achieve your financial goals. Our convenient ATM services ensure you have access to your money whenever you need it. At Solvay Bank, we are committed to providing exceptional customer service and personalized financial advice to support your journey towards financial success. Visit us today and experience the difference of a community-focused bank that truly understands your needs.

Welcome to Edward Jones - Financial Advisor: Patrick W Ousterout, CFP®|AAMS™, your trusted partner in Owego, New York, for comprehensive financial planning and investment advice. Conveniently located at 248 Front Street, our office is dedicated to helping you achieve your financial goals with personalized strategies and expert guidance. At Edward Jones, we prioritize your privacy and security. To learn more about how we protect your data, please visit our Privacy and Security page. We use the information we collect to deliver tailored services, content, and offers that align with your financial needs, as well as to enhance our marketing and research efforts. Our goal is to ensure you have a seamless and secure digital experience with us.

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 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 Upstate Financial Services, your trusted partner for all your financial needs. Conveniently located at 2105 West Genesee Street in Syracuse, New York, our dedicated team of professionals is committed to providing personalized financial solutions to help you achieve your goals. Whether you're looking for expert advice on investments, planning for retirement, or managing your finances, we offer a comprehensive range of services tailored to meet your unique needs. At Upstate Financial Services, we pride ourselves on building lasting relationships with our clients, grounded in trust, transparency, and a deep understanding of your financial aspirations. Visit us today and discover how we can help you secure a brighter financial future.

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 Hamilton Group, your trusted partner in finance located in the heart of North Syracuse, New York. Situated at 100 Elwood Davis Road, we pride ourselves on providing exceptional financial services tailored to meet the unique needs of our clients. Our experienced team is dedicated to offering personalized solutions that empower individuals, businesses, and organizations to achieve their financial goals. Whether you’re seeking expert advice on investments, retirement planning, or financial management, Hamilton Group is committed to delivering reliable and insightful guidance. Discover how we can help you navigate the complexities of the financial world with confidence and ease. Visit us today and experience the difference of working with a team that truly values your financial success.

Welcome to Edward Carlson Financial Services, your trusted partner in achieving financial success. Conveniently located at 7941 Brewerton Road, Cicero, New York, our firm is dedicated to providing expert financial advice and personalized solutions to meet the unique needs of each client. With a strong commitment to integrity and excellence, Edward Carlson Financial Services offers a comprehensive range of services including financial planning, investment management, retirement strategies, and tax planning. Our team of experienced professionals is here to guide you through every step of your financial journey, ensuring peace of mind and a secure future. Visit us today to discover how we can help you reach your financial goals with confidence.

Welcome to Wayne Dyer - Prudential Financial, your trusted partner in navigating the complex world of finance and insurance. Conveniently located at 5786 Widewaters Parkway, Syracuse, New York, our agency is dedicated to providing personalized financial solutions tailored to meet your unique needs. At Wayne Dyer - Prudential Financial, we understand that financial planning is a crucial aspect of securing your future. Our experienced team is committed to offering expert guidance and comprehensive services, including retirement planning, investment strategies, life insurance, and more. We pride ourselves on building long-term relationships with our clients, ensuring that you receive the attention and support you deserve at every stage of your financial journey.

Welcome to Wells Fargo Advisors, your trusted partner in financial planning and investment management. Conveniently located at 5789 Widewaters Parkway in DeWitt, New York, we are committed to helping you achieve your financial goals with personalized advice and comprehensive wealth management services. Our team of experienced financial advisors is dedicated to understanding your unique needs and providing tailored solutions that align with your aspirations. Whether you're planning for retirement, saving for education, or looking to grow your investments, Wells Fargo Advisors offers a wide range of products and services designed to support your financial journey. Visit us today to discover how we can help you build a secure and prosperous future.

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 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 Michael Murphy, Financial Advisor - Murphy Financial Group, where our mission is to help you manage and protect your wealth with confidence and ease. Located in the heart of Fayetteville, New York, at 503 Clinton Street, our family-owned business has been a trusted partner for three generations, offering personalized financial solutions tailored to meet the unique needs of our clients. At Murphy Financial Group, we understand that wealth management is a collaborative effort. Our team, led by Michael P. Murphy and Andrew M. Murphy, brings a wealth of experience and expertise, ensuring that you have the right professionals guiding your financial journey. We proudly represent New York Life Insurance Company, offering unmatched stability and innovation in the industry.

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 Oldsville Agency, your trusted partner in securing a brighter future. Conveniently located at 405 Arsenal Street, Watertown, New York, we are committed to providing personalized insurance solutions tailored to meet your unique needs. Our experienced team of professionals is dedicated to helping you navigate the complexities of insurance, ensuring peace of mind for you and your loved ones. At Oldsville Agency, we offer a comprehensive range of insurance services, including auto, home, life, and business insurance. We understand the importance of protecting what matters most, and we work diligently to offer you the best coverage options at competitive rates. Our customer-centric approach means that we are always here to answer your questions, provide expert advice, and support you every step of the way.