TOP 30 Family offices in New York, New York

13009 results found

Welcome to Flagstar Private Banking, located in the heart of New Rochelle, New York, at 1C Quaker Ridge Road in the Quaker Ridge Mall. We are your trusted partner for all your banking and financial needs. As a premier provider of personalized financial services, we specialize in offering private banking solutions tailored to meet the unique requirements of our esteemed clients. Our state-of-the-art ATM services ensure convenient and secure access to your funds, while our comprehensive banking solutions are designed to help you manage your finances with ease. Whether you are looking to invest, save, or simply manage your day-to-day banking, our team of experienced professionals is here to assist you every step of the way.

Welcome to CCP Personal Financial Management LLC At CCP Personal Financial Management LLC, located in the heart of Bronxville, New York, we are dedicated to helping you achieve financial peace of mind. Our firm specializes in providing personalized financial management services tailored to meet the unique needs of each client. Whether you're planning for retirement, managing investments, or seeking advice on budgeting and savings, our team of experienced financial professionals is here to guide you every step of the way.

Welcome to Taddeo Rosanne Insurance Agency, your trusted partner in securing your future. Conveniently located at 95 Main Street, Tuckahoe, New York, we specialize in providing comprehensive insurance solutions tailored to meet your unique needs. Our dedicated team of experienced professionals is committed to offering personalized service and expert guidance, ensuring you have the right coverage for every stage of life. At Taddeo Rosanne, we understand the importance of protecting what matters most to you. Whether you're looking for personal insurance, such as home, auto, or life, or need business insurance solutions, we have the expertise to help you navigate the complexities of the insurance world. Our goal is to provide peace of mind by delivering reliable and affordable insurance options.

Welcome to Allstate Life Insurance Specialist: Joshua Huertas, your trusted insurance agency located in the heart of Eastchester, New York. Situated at 240 Main Street, our office is dedicated to providing personalized and comprehensive life insurance solutions tailored to meet your unique needs. With years of experience and a commitment to exceptional customer service, Joshua Huertas and his team are here to guide you through the complexities of life insurance, ensuring peace of mind for you and your loved ones. Whether you're looking to secure your family's future, plan for retirement, or explore investment opportunities, we offer a wide range of options to help you achieve your financial goals. Visit us today and discover how we can protect what matters most to you. Experience the difference of working with a local specialist who truly cares about your well-being.

Welcome to Hopeton Scott - Prudential Financial, your trusted partner in achieving financial security and peace of mind. Conveniently located at 100 Stevens Avenue, Mount Vernon, New York, our agency is committed to providing personalized financial and insurance solutions tailored to meet your unique needs. At Hopeton Scott - Prudential Financial, we understand that every individual and family has distinct goals and aspirations. Our experienced team of professionals is dedicated to helping you navigate the complexities of financial planning and insurance coverage, ensuring you have the right strategies in place to protect your future.

Welcome to FAP Technology Services Inc., your trusted partner in financial solutions located in the heart of The Bronx, New York. Situated at 3990 Bronx Blvd # Lr, our firm is dedicated to providing comprehensive financial services tailored to meet the unique needs of our clients. With a focus on innovation and technology, we offer a range of services including financial planning, investment management, and advisory services to help you achieve your financial goals. Our team of experienced professionals is committed to delivering personalized and reliable service, ensuring that you receive the guidance and support you need to make informed financial decisions. At FAP Technology Services Inc., we pride ourselves on our integrity, expertise, and dedication to client satisfaction. Visit us today and discover how we can help you secure a prosperous financial future.

Welcome to Affiliate Insurance Agency, your trusted partner in securing a brighter future. Conveniently located at 550 Martin Luther King Boulevard in Mount Vernon, New York, we are dedicated to serving the diverse insurance needs of our community. As a full-service insurance agency, we offer a comprehensive range of insurance solutions tailored to protect what matters most to you—your family, your home, your business, and your assets. Our team of experienced and knowledgeable insurance professionals is committed to providing personalized service and expert guidance, ensuring you find the perfect coverage to fit your unique needs and budget. Whether you're looking for auto, home, life, health, or business insurance, we work with a variety of top-rated insurance carriers to offer you competitive rates and reliable coverage options.

Welcome to Art Berry - State Farm Insurance Agent, your trusted partner for comprehensive insurance solutions in Yonkers, NY. Conveniently located at 841 McLean Avenue, our agency is dedicated to helping you protect what matters most—your family, your assets, and your financial future. Auto Insurance At Art Berry, we understand that auto insurance is not just about compliance; it’s about safeguarding your journey. Our agents are ready to assist you in creating your Personal Price Plan, ensuring you have the coverage that fits your needs. Choose from a variety of options, including collision, comprehensive, rental, and rideshare coverage. Whether you're a new driver, a business traveler, or a collector, we have solutions tailored for you. Call us during business hours to get started.

Welcome to Ruas Insurance Agency Located in the heart of Mount Vernon at 8 West Sidney Avenue, Ruas Insurance Agency is your trusted partner for comprehensive insurance solutions. Serving the New York community with dedication and integrity, we specialize in providing personalized coverage options to meet the unique needs of individuals, families, and businesses.

Welcome to Orange Bank & Trust Company, the Hudson Valley's premier financial institution, proudly serving the community for over 130 years. Located at 510 South Columbus Avenue, Mount Vernon, New York, we specialize in commercial lending, business banking, and wealth management services. As an independent bank with a strong foundation built by 14 visionary founders, we have grown to manage more than $2.5 billion in total assets through our conservative banking practices and innovative approaches. With sixteen offices across Orange, Rockland, Westchester, and the Bronx counties, Orange Bank & Trust is deeply committed to supporting both local businesses and families. Our dedicated team of local bankers is here to assist you with all your financial needs, ensuring personalized service and expert guidance at every step.

Welcome to Pena Holdings Inc., your trusted partner in financial solutions, conveniently located at 111 Ellwood Street, Manhattan, New York. We specialize in providing comprehensive financial services tailored to meet the diverse needs of our clients. Our team of experienced professionals is committed to delivering personalized strategies that help you achieve your financial goals. Whether you are looking for investment advice, wealth management, or financial planning, Pena Holdings Inc. is dedicated to offering exceptional service and expert guidance. Visit us today and discover how we can assist you in navigating the complex world of finance with confidence and ease.

Welcome to ALMA Daniels LLC, your trusted partner in financial services located in the heart of The Bronx at 2700 Jerome Avenue, New York. At ALMA Daniels LLC, we specialize in providing tailored financial solutions to meet the diverse needs of individuals and businesses. Our team of experienced professionals is dedicated to helping you navigate the complexities of finance with ease and confidence. Whether you're looking for personal financial planning, investment strategies, or business consulting, we are here to guide you every step of the way. Our commitment to excellence and personalized service ensures that you receive the highest quality financial advice and support. Visit us today and discover how ALMA Daniels LLC can help you achieve your financial goals.

Welcome to Student Finance, your trusted partner in navigating the financial aid process for higher education. Conveniently located at 500 West 185th Street in Manhattan, New York, we are dedicated to providing comprehensive financial guidance and support to students and families. As the application process for the 2024-2025 academic year is underway, we are here to assist you every step of the way. To be eligible for financial aid, each student must complete a financial aid application. The recent FAFSA Simplification Act, enacted as part of the Consolidated Appropriations Act of 2021, has introduced significant changes to the federal student aid system. This includes updates to the Free Application for Federal Student Aid (FAFSA) form, need analysis, and various policies and procedures for schools participating in Title IV programs.

Welcome to Orange Bank & Trust Company, the Hudson Valley’s premier financial institution, proudly serving the community from our branch located at 1978 Williamsbridge Road, The Bronx, New York. With over 130 years of heritage and tradition in community banking, we specialize in commercial lending, business banking, and wealth management services. As an independent bank, Orange Bank & Trust began with the vision of 14 founders and has grown to manage more than $2.5 billion in total assets through conservative banking practices and ongoing innovation. We are committed to delivering personalized service and expert financial solutions to our community and business clientele.

Welcome to Leon B Denmark: Primerica - Financial Services, your trusted partner in financial planning and insurance solutions, conveniently located at 301 West 135th Street, Manhattan, New York. Our dedicated team is committed to helping you achieve financial security and peace of mind. At Leon B Denmark, we specialize in a wide range of services tailored to meet your unique financial needs. Whether you're looking to invest for the future, protect your assets, or plan for retirement, our experienced professionals are here to guide you every step of the way. We pride ourselves on offering personalized solutions and expert advice to ensure that you make informed decisions for your financial well-being.

Welcome to Joseph A V Semper: Primerica - Financial Services, your trusted partner in financial planning and insurance solutions. Conveniently located at 301 West 135th Street in the heart of Manhattan, New York, we are committed to empowering individuals and families to achieve financial security and peace of mind. At Joseph A V Semper: Primerica, we specialize in providing personalized financial strategies that cater to your unique needs and goals. Our comprehensive range of services includes life insurance, investment advice, retirement planning, and debt management solutions. With a focus on education and transparency, we strive to help you make informed decisions about your financial future.

Welcome to Mofus, your trusted partner in finance, located in the heart of Manhattan, New York. At Mofus, we are committed to providing exceptional financial services tailored to meet the unique needs of each client. Our team of experienced professionals is dedicated to offering personalized solutions that help you achieve your financial goals. Whether you're looking for investment advice, wealth management, or financial planning, Mofus offers a comprehensive range of services designed to cater to individuals, families, and businesses. We pride ourselves on our client-centric approach, ensuring that every decision is made with your best interests in mind.

Welcome to the Bank of America Financial Center, conveniently located at 2770 Broadway in the heart of Manhattan, New York. As a leading financial institution, we are dedicated to providing a comprehensive range of banking and financial services to meet the diverse needs of our community. Whether you're looking to open a new account, apply for a loan, or seek expert financial advice, our team of professional and friendly staff is here to assist you every step of the way. We pride ourselves on delivering exceptional customer service and personalized financial solutions. Visit us today and experience the commitment to excellence that sets Bank of America apart. Your financial well-being is our top priority.

Welcome to Chase Bank, located at 76 East 161st Street, The Bronx, New York 10451. As a leading provider of financial services, we offer a comprehensive suite of products and services tailored to meet your personal and business needs. Whether you're looking for ATM access, banking solutions, or financial guidance, Chase Bank is here to help you achieve your financial goals. Our Business Banking services provide expert guidance from a team of professionals dedicated to improving cash flow, offering credit solutions, and managing payroll. We also provide a range of online and mobile services, business credit cards, and payment acceptance solutions specifically designed for businesses.

Welcome to Miguel Martinez, Bankers Life Agent – your trusted insurance agency located in the heart of The Bronx, New York. Situated at 384 East 149th Street, our office is dedicated to serving the diverse community of The Bronx and its surrounding areas with personalized and comprehensive insurance solutions. At Miguel Martinez, we understand that planning for the future and protecting your loved ones is paramount. With years of expertise in the insurance industry, our commitment is to provide you with tailored advice and reliable insurance products that meet your unique needs. Whether you're looking for life insurance, health insurance, annuities, or retirement planning services, we are here to guide you every step of the way.

Welcome to Spring Wells Consolidated, your trusted insurance agency located in the heart of Manhattan at 116 East 124th Street, New York. With a commitment to providing personalized and comprehensive insurance solutions, we are dedicated to safeguarding what matters most to you. At Spring Wells Consolidated, we understand that every individual and business has unique insurance needs. Our experienced team of professionals is here to guide you through the complexities of insurance, offering a wide range of products including home, auto, life, and business insurance. We work with top-rated insurance carriers to ensure you receive the best coverage at competitive rates.

Welcome to Nekoda Bear, Bankers Life Agent, your trusted insurance agency located in the heart of The Bronx. Situated at 384 East 149th Street, our office is dedicated to providing personalized insurance solutions to meet your unique needs. With a deep commitment to serving our community, we specialize in a range of insurance products, including life insurance, health insurance, and retirement planning. At Nekoda Bear, we understand that each client has distinct financial goals and concerns. Our experienced team is here to guide you through every step of the insurance process, ensuring you have the right coverage to protect your future and that of your loved ones. We pride ourselves on offering exceptional customer service and tailored advice, helping you make informed decisions with confidence.

Welcome to Ediliza Ortega, Bankers Life Agent, your trusted partner in securing a brighter future. Conveniently located at 384 East 149th Street in the heart of The Bronx, New York, we specialize in providing personalized insurance solutions tailored to meet your unique needs and goals. At Ediliza Ortega, we understand that planning for the future can be complex, which is why our dedicated team is committed to guiding you every step of the way. Whether you're looking for life insurance, health insurance, retirement planning, or long-term care coverage, we offer a wide range of options designed to provide peace of mind and financial security for you and your loved ones.

Welcome to Atlas Financial Partners LLC, your trusted financial advisory firm located in the heart of Manhattan at 25 Central Park West, New York. We specialize in providing personalized financial solutions tailored to meet the unique needs of our diverse clientele. Our team of experienced financial advisors is dedicated to guiding you through every step of your financial journey, whether you're planning for retirement, managing investments, or seeking strategies for wealth preservation. At Atlas Financial Partners LLC, we pride ourselves on our commitment to excellence, integrity, and client satisfaction. Discover the peace of mind that comes with having a dedicated financial partner by your side. Visit us today and let us help you achieve your financial goals with confidence.

Welcome to Daniel Nava - TD Wealth Financial Advisor, your trusted partner in financial planning and wealth management, located in the heart of Manhattan at 1995 Broadway, New York. Specializing in personalized financial strategies, we are committed to helping you achieve your financial goals with confidence and clarity. At Daniel Nava - TD Wealth, we understand that each client's financial journey is unique. Our tailored approach ensures that your investment portfolio, retirement planning, and wealth preservation strategies align with your individual aspirations and risk tolerance. Whether you're planning for retirement, saving for a major purchase, or looking to secure your family's financial future, we provide expert guidance every step of the way.

Welcome to Allstate Insurance Agency, where Alexander Yu and his team are committed to providing exceptional service and comprehensive insurance solutions tailored to meet your unique needs. Conveniently located at 14968 Cross Island Parkway in the heart of Queens, New York, our agency specializes in a wide range of insurance products, including auto, home, life, and business insurance. At Allstate Insurance Agent: Alexander Yu, we understand that navigating the world of insurance can be overwhelming. That's why we take the time to listen to your concerns, answer your questions, and provide personalized guidance to help you make informed decisions. Our goal is to ensure that you and your loved ones are protected, giving you peace of mind for the future.

Welcome to ASIEL Insurance, your trusted partner in navigating the complexities of insurance in the heart of Manhattan, New York. Conveniently located at 76 East 102nd Street, we are dedicated to providing personalized insurance solutions tailored to meet the diverse needs of our community. At ASIEL Insurance, we understand that every client is unique, and we strive to offer comprehensive coverage options that ensure peace of mind for individuals, families, and businesses alike. Our experienced team of professionals is committed to delivering exceptional service and expert guidance, helping you make informed decisions about your insurance needs.

Welcome to JVB Financial Group, your trusted partner in navigating the complex world of finance. Conveniently located at 3 Columbus Circle in the heart of Manhattan, New York, we pride ourselves on offering personalized financial services tailored to meet the unique needs of each client. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through strategic planning and expert guidance. Whether you're looking to invest, manage wealth, or plan for the future, JVB Financial Group is here to support you every step of the way. Discover the difference that personalized attention and expert advice can make by choosing JVB Financial Group for all your financial needs. Visit us today and take the first step towards a secure financial future.

Welcome to Raymond James Financial Services, your trusted partner in navigating the complex world of finance. Conveniently located at 19 East 54th Street in the heart of Manhattan, New York, we are dedicated to providing personalized financial solutions tailored to meet your unique needs. Our team of experienced professionals is committed to helping you achieve your financial goals through comprehensive wealth management, investment strategies, and retirement planning services. At Raymond James Financial Services, we pride ourselves on delivering exceptional client service and building long-lasting relationships based on trust and integrity. Whether you are an individual, family, or business, we are here to guide you every step of the way on your financial journey. Visit us today and experience the difference of working with a financial partner who truly cares about your success.

Welcome to Edward Jones - Financial Advisor: Sharamaurice Thomas, your trusted partner in navigating the complexities of financial planning. Conveniently located at 40-05 Broadway, Queens, New York 11103, we are dedicated to providing personalized financial services to help you achieve your goals. At Edward Jones, we understand that planning your financial future is a journey. Our Starting Point tool is designed to guide you through the initial steps, while our "My Priorities" quiz helps identify your key financial objectives, laying the groundwork for a comprehensive financial strategy tailored just for you.