TOP 10 Family wealth in New York

Welcome to Flagstar Private Banking, your trusted partner in financial excellence located at 2066 Hylan Boulevard, Staten Island, New York 10306. As a premier financial institution, we specialize in providing personalized banking services tailored to meet the unique needs of our clients. Whether you're seeking comprehensive financial solutions, convenient ATM services, or expert banking advice, our team of dedicated professionals is here to assist you every step of the way. At Flagstar Private Banking, we understand that managing your finances is a deeply personal journey. That's why we offer a range of customized services designed to help you achieve your financial goals. From private banking and wealth management to everyday banking needs, our commitment to exceptional service ensures that your experience with us is both rewarding and seamless.

Welcome to Cove Financial, your trusted partner in navigating the complex world of finance and insurance. Conveniently located in the heart of Staten Island, New York, our agency is dedicated to providing personalized financial solutions that cater to your unique needs. At Cove Financial, we understand the importance of securing your financial future and protecting what matters most. Our team of experienced professionals is committed to guiding you through a comprehensive range of services, including investment advice, retirement planning, and a variety of insurance options. Whether you're an individual, a family, or a business, we tailor our strategies to help you achieve your financial goals with confidence. Visit us at our Staten Island location or contact us today to discover how we can assist you in building a brighter financial future.

Welcome to Coleridge Consultants, led by the esteemed Richard J. Egger, where your financial future is our top priority. Conveniently located at 775 Park Avenue in the heart of Huntington, New York, we specialize in providing personalized financial consulting services tailored to meet the unique needs of each client. Our expert team is dedicated to guiding you through the complexities of financial planning, investment strategies, and wealth management with integrity and professionalism. Whether you're an individual seeking to secure your financial future or a business aiming to optimize financial performance, Coleridge Consultants is here to offer insightful advice and innovative solutions. Trust us to be your partners in achieving financial success and confidence. Visit us today to discover how we can help you navigate your financial journey with clarity and precision.

Welcome to Esis Proclaim, your trusted insurance agency located in the heart of Melville, New York. Situated at 35 Pinelawn Road, our dedicated team is committed to providing personalized insurance solutions tailored to meet your unique needs. At Esis Proclaim, we understand the importance of safeguarding what matters most to you, whether it's your home, business, or personal assets. With a comprehensive range of insurance products and services, we strive to offer peace of mind and protection for you and your loved ones. Our experienced professionals are here to guide you every step of the way, ensuring you receive the best coverage at competitive rates. Visit us today and discover why Esis Proclaim is the preferred choice for insurance in Melville and beyond. Your security is our priority.

Welcome to Capital One Bank, conveniently located at 19 West Jericho Turnpike, Huntington Station, New York. We are your trusted local partner for all your banking and financial needs. As a full-service bank, we offer a wide range of services including personal and business banking, loans, credit cards, and wealth management solutions. Our state-of-the-art ATMs provide easy access to your funds, 24/7, ensuring your financial transactions are seamless and secure. At Capital One Bank, we pride ourselves on delivering exceptional customer service and personalized financial advice to help you achieve your financial goals. Visit us today and experience the difference of banking with a community-focused financial institution.

Welcome to Bastian James, your trusted insurance agency located at 225 Old Country Road, Melville, New York. At Bastian James, we are dedicated to providing comprehensive insurance solutions tailored to meet the unique needs of individuals, families, and businesses in our community. With a commitment to excellence and a focus on personalized service, our experienced team is here to guide you through the complexities of insurance with ease and confidence. Our wide range of insurance products includes home, auto, life, health, and business insurance, ensuring that you and your assets are well-protected. We understand that every client has different needs, and we take the time to understand your specific situation to offer the most suitable coverage options.

Welcome to Hotaling Insurance Services - Melville Insurance, your trusted partner in navigating the complex world of insurance. Conveniently located at 8 Fletcher Place, Melville, New York, we are dedicated to providing tailored insurance solutions that meet your unique needs. Our commitment to personalized service, industry expertise, and a client-centric approach ensures that you gain peace of mind with our risk management services. At Hotaling Insurance Services, we understand that a one-size-fits-all approach just doesn’t work when it comes to insurance. That’s why we pride ourselves on being a full-service insurance agency that partners with you every step of the way. Our mantra, “Together We Win,” reflects our belief in collaboration to keep your insurance needs aligned with your evolving financial landscape.

Welcome to Life Insurance Service, your trusted insurance agency located at 101 Victoria Place, Melville, New York. We specialize in providing comprehensive life insurance solutions tailored to meet the unique needs of individuals and families in our community. Our experienced team is dedicated to helping you secure your financial future by offering personalized advice and a wide range of insurance options. Whether you're looking for term life, whole life, or universal life insurance, we are committed to finding the right policy for you. At Life Insurance Service, we prioritize customer satisfaction and strive to build lasting relationships with our clients. Visit us today and let us assist you in protecting what matters most.

Welcome to Marie P Wilson: Primerica - Financial Services, your trusted partner in financial planning and insurance solutions located at 910 Montauk Highway, Copiague, New York. We are dedicated to helping individuals and families achieve their financial goals through personalized, comprehensive financial strategies. At Marie P Wilson: Primerica, we offer a wide range of services, including investment planning, retirement solutions, and life insurance options tailored to meet your unique needs. Our experienced team is committed to providing clear, straightforward advice and exceptional customer service, ensuring that you have the knowledge and tools necessary to make informed financial decisions.

Welcome to Primerica, your trusted insurance agency located at 910 Montauk Highway, Copiague, New York. At Primerica, we are committed to helping families and individuals achieve financial security and peace of mind. Our team of experienced professionals is dedicated to providing personalized insurance solutions tailored to meet your unique needs and goals. Whether you're looking for life insurance, investment opportunities, or financial guidance, Primerica offers a comprehensive range of services to protect your future and ensure your financial well-being. Our mission is to empower our clients with the knowledge and tools necessary to make informed decisions about their financial health.

Welcome to John Salvesen - Prudential Financial, your trusted partner in navigating the complexities of finance and insurance. Conveniently located at 333 New York 25A, Rocky Point, New York, we are dedicated to serving the financial needs of our community with integrity and expertise. Our experienced team is committed to providing personalized solutions tailored to meet your unique goals, whether you're planning for retirement, protecting your assets, or securing your family's future. At John Salvesen - Prudential Financial, we prioritize building lasting relationships with our clients, offering guidance and support every step of the way. Visit us today and discover how we can help you achieve financial peace of mind.

Welcome to Allstate Personal Financial Representative: Jared Peyster, your trusted partner in financial planning and insurance solutions in Rocky Point, New York. Conveniently located at 125 New York 25A, our agency is dedicated to helping individuals and families secure their financial future with tailored insurance and financial products. Jared Peyster and his team bring a wealth of experience and a personalized approach to every client interaction, ensuring that your unique needs and goals are met with the utmost care and professionalism. Whether you're seeking life insurance, retirement planning, or investment guidance, we are committed to providing comprehensive solutions that offer peace of mind and financial security.

Welcome to Faulkner Insurance Brokerage, LLC, your trusted partner in comprehensive insurance solutions, conveniently located at 62 North Country Road, Shoreham, New York. Serving the community with dedication and integrity, our agency specializes in providing personalized insurance services tailored to meet the diverse needs of individuals, families, and businesses. At Faulkner Insurance Brokerage, LLC, we understand that navigating the world of insurance can be complex and overwhelming. Our team of experienced professionals is committed to simplifying the process, offering expert guidance and support every step of the way. We pride ourselves on our ability to listen to our clients, understand their unique needs, and deliver customized insurance plans that offer peace of mind and financial security.

Welcome to All Financial Services Inc., your trusted partner in financial management and planning located at 85 Echo Avenue, Miller Place, New York 11764. We are committed to providing personalized financial solutions tailored to meet the unique needs of individuals, families, and businesses in our community. Our experienced team offers a comprehensive range of services including tax preparation, retirement planning, investment advisory, and estate planning. At All Financial Services Inc., we pride ourselves on our customer-centric approach, ensuring that every client receives the attention and expertise they deserve. Visit us today to discover how we can help you achieve your financial goals with confidence and peace of mind.

Welcome to The General Agent for Agents, Inc., your trusted partner in the insurance industry. Located at 21 Bennetts Road, Setauket-East Setauket, New York 11733, our boutique agency specializes in life, long-term care, disability, annuity, and Medicare wholesale services. We are dedicated to supporting licensed life agents by providing exceptional resources and unparalleled service. Founded by Michael and Peter, both seasoned professionals with a wealth of experience, our agency is built on the principle of prioritizing client and broker needs. Michael, a Boston College graduate, began his career as a NYLife agent in 1991 and later formed this agency with Peter Rosenberg to better serve their clients. Peter, a former top sales agent for NASE and a NYLife award winner, shares the same client-first philosophy.

Welcome to USAA, your trusted financial partner conveniently located at 225 Circle Road, Stony Brook, New York 11790. Specializing in a wide range of financial services, USAA is committed to providing exceptional support tailored to meet your financial needs. Whether you're looking to access cash quickly through our ATM services or seeking comprehensive financial solutions, our team is dedicated to ensuring a seamless and efficient experience. Visit us today to discover how USAA can help you achieve your financial goals with confidence and ease.

Welcome to LRS Capital Group, Inc. Located in the heart of Mount Sinai, New York, LRS Capital Group, Inc. is your trusted partner in finance. Nestled at 1 Cassie Court, our firm is dedicated to providing comprehensive financial solutions tailored to meet the unique goals of each client.

Welcome to George F. Diffendale, Financial Professional - New York Life, your trusted partner in financial planning and insurance services. Conveniently located at 4 Technology Drive, Setauket-East Setauket, New York, we are committed to helping individuals and families achieve their financial goals and secure their future. With years of experience in the finance and insurance industry, George F. Diffendale offers personalized solutions tailored to meet your unique needs. Whether you're planning for retirement, seeking life insurance options, or looking to protect your assets, we provide expert guidance and comprehensive strategies to help you make informed decisions.

Welcome to the Bank of America ATM located at 670 Fort Salonga Road, Northport, New York 11768. Conveniently situated for all your financial needs, this ATM provides a range of services designed to make banking easy and efficient. At Bank of America, we strive to offer comprehensive financial solutions tailored to your lifestyle. Whether you're managing everyday finances or planning long-term investments, our tools and resources can help you achieve your goals. Take advantage of our Better Money Habits® financial education program to enhance your financial literacy and strengthen your community.

Welcome to Hermitage Insurance Brokerage, your trusted partner for comprehensive insurance solutions in Middle Island, New York. Conveniently located at 65 Middle Country Road, we are dedicated to providing personalized service and expert guidance to meet all your insurance needs. As a leading insurance agency in the area, we specialize in a wide range of coverage options, including auto, home, life, and business insurance. Our experienced team is committed to understanding your unique requirements and offering tailored policies that provide peace of mind and financial security. At Hermitage Insurance Brokerage, we pride ourselves on building long-lasting relationships with our clients through integrity, transparency, and exceptional customer service. Whether you're looking to protect your family, assets, or business, trust us to help you navigate the complexities of insurance with confidence. Visit us today and discover how we can help safeguard your future.

Welcome to Setauket Financial Center, your trusted partner in financial planning and management, conveniently located at 30 Brookfield Lane, Centereach, New York. As a premier financial services provider, we are committed to helping individuals, families, and businesses navigate their financial journeys with confidence and clarity. At Setauket Financial Center, we offer a comprehensive range of services tailored to meet your unique financial needs. Whether you're looking for investment advice, retirement planning, tax strategies, or wealth management, our team of experienced professionals is here to guide you every step of the way. We pride ourselves on delivering personalized solutions that align with your goals and aspirations, ensuring your financial future is secure and prosperous.

Welcome to Ernest Destefano - Aflac Insurance Agent, your trusted partner in securing your future and protecting what matters most. Conveniently located in Coram, New York, we are dedicated to providing personalized insurance solutions tailored to meet the unique needs of individuals, families, and businesses in our community. At Ernest Destefano - Aflac Insurance Agent, we understand that navigating the world of insurance can be complex and overwhelming. That's why our experienced team is committed to delivering exceptional service and guidance every step of the way. Whether you're looking for health, life, accident, or disability insurance, we offer a comprehensive range of Aflac products designed to provide peace of mind and financial stability.

Welcome to Flexible Agency Inc, your trusted partner in comprehensive insurance solutions, located at 12 Little Neck Road, Centerport, New York. At Flexible Agency Inc, we understand that life's uncertainties require tailored protection plans that cater to your unique needs. Our experienced team is dedicated to providing personalized service and expert guidance to help you navigate the complex world of insurance with ease and confidence. Whether you're seeking coverage for your home, vehicle, health, or business, we offer a wide range of insurance products designed to safeguard what matters most to you. Our commitment to flexibility ensures that we adapt our offerings to meet the evolving demands of our clients, delivering peace of mind and financial security.

Welcome to Allstate Personal Financial Representative: Thomas Sinnott, your trusted partner in financial planning and insurance solutions. Conveniently located at 248 Middle Country Road, Selden, New York, we are dedicated to helping you secure your financial future and protect what matters most. At our agency, we understand that each client has unique financial goals and needs. Thomas Sinnott and his experienced team are committed to providing personalized advice and tailored solutions in both finance and insurance. Whether you're looking to safeguard your assets, plan for retirement, or invest in your future, we offer a comprehensive range of services designed to meet your individual requirements.

Welcome to Chase Bank, conveniently located at 2001 Nesconset Highway, Lake Grove, New York 11755, United States. As a leading ATM, banking, and finance provider, we are dedicated to serving the diverse needs of our community. At Chase, we offer a comprehensive range of financial services tailored to both individuals and businesses. Our Business Banking division provides expert guidance to help improve cash flow, offer credit solutions, and manage payroll efficiently. We also provide online and mobile banking services, business credit cards, and tailored payment acceptance solutions to meet the unique demands of businesses.

Welcome to Chase ATM at 80 Broadway, Greenlawn, New York 11740, your convenient destination for financial services. As part of the JPMorgan Chase & Co. family, we are committed to providing top-notch banking and financial solutions tailored to meet your needs. Our Greenlawn location offers a wide range of services to make managing your finances easier. Whether you need to withdraw cash, check your account balance, or make deposits, our ATM is available to assist you 24/7. For businesses, we provide specialized guidance from a team of professionals who can help improve cash flow, offer credit solutions, and manage payroll. Additionally, Chase offers robust online and mobile services, business credit cards, and payment acceptance solutions designed specifically for businesses.

Welcome to M&T Bank, your trusted partner in financial services located at 2020 Jericho Turnpike, Commack, New York. As a cornerstone of the local community, we are committed to providing personalized banking solutions to meet the diverse needs of individuals, families, and businesses. Our experienced team is dedicated to delivering exceptional customer service and expert financial guidance, ensuring that you achieve your financial goals with confidence. At M&T Bank, we offer a comprehensive range of services, including personal banking, business banking, loans, mortgages, investment services, and more. Whether you're looking to open a new account, secure a loan, or plan for your financial future, our knowledgeable staff is here to assist you every step of the way.

Welcome to Thomas Pekar, your trusted partner in financial services located in the heart of Farmingville, New York. Situated at 9 Arden Lane, Thomas Pekar is committed to providing personalized and comprehensive financial solutions tailored to meet your unique needs. Our team of experienced professionals is dedicated to helping you navigate the complexities of financial planning, investment management, and wealth preservation. Whether you are an individual seeking to secure your financial future or a business aiming to optimize your financial strategies, Thomas Pekar offers expert guidance and innovative solutions. Visit us today and discover how we can help you achieve your financial goals with confidence and peace of mind.

Welcome to GACC, your trusted financial partner located in the heart of Nesconset, New York. Situated at 195 Smithtown Boulevard, GACC is dedicated to providing exceptional financial services tailored to meet the unique needs of our community. As a premier finance business, we specialize in a wide range of services, including personal finance planning, investment management, and comprehensive business consulting. At GACC, our team of experienced professionals is committed to delivering personalized solutions that help you achieve your financial goals. Whether you're planning for retirement, expanding your business, or simply seeking expert financial advice, we are here to guide you every step of the way. Our client-centric approach ensures that we understand your specific needs and offer strategies that are not only effective but also aligned with your long-term objectives.

Welcome to Chase ATM, conveniently located at 2430 North Ocean Avenue, Farmingville, New York 11738. As part of the trusted JPMorgan Chase & Co. family, our ATM provides you with easy access to your financial needs, whether you're withdrawing cash, checking your account balance, or managing your Chase accounts. At Chase, we offer a comprehensive suite of financial services tailored to both personal and business banking needs. Our Business Banking team is dedicated to helping you optimize cash flow, secure credit solutions, and manage payroll efficiently. Additionally, we provide online and mobile banking services, business credit cards, and payment acceptance solutions designed specifically for businesses.