The 30 Best Family wealth in New York

Welcome to Wells Fargo Advisors, your trusted partner in financial planning and investment management, located in the heart of Southampton at 67 Hampton Road, New York. As a distinguished financial advisory firm, we are dedicated to helping you achieve your financial goals with personalized strategies and expert guidance. Our team of experienced advisors offers a comprehensive range of services, including retirement planning, wealth management, investment strategies, and more. At Wells Fargo Advisors, we prioritize your financial well-being, providing tailored solutions to meet your unique needs. Visit us today and discover how we can help you secure a prosperous financial future.

Welcome to Joseph M. Faller - Wilmington Advisors @ M&T, your trusted partner in financial planning and wealth management, conveniently located at 295 North Sea Road, Southampton, New York. As a premier financial advisory firm, we are dedicated to helping individuals, families, and businesses achieve their financial goals with personalized and strategic solutions. Our team of experienced advisors is committed to providing expert guidance in investment management, retirement planning, estate planning, and more. We understand the unique financial landscape of the Southampton community and strive to deliver tailored advice that aligns with your specific needs and aspirations.

Welcome to Edgar Betancourt - Ameriprise Financial Services, LLC, your trusted partner in navigating the complexities of financial planning and investment management. Conveniently located at 1673 County Road 39 in Southampton, New York, we specialize in providing personalized financial advice tailored to meet your unique goals and aspirations. At Edgar Betancourt - Ameriprise Financial Services, LLC, we understand that each client has distinct financial needs and objectives. That's why we offer a comprehensive approach to financial planning, ensuring that your strategy aligns perfectly with your personal goals. Our advisors possess a wide array of professional certifications and designations, underscoring their commitment to excellence and expertise in areas such as asset management, estate planning, retirement solutions, and investment strategies.

Welcome to George Kreuscher - Financial Advisor, Ameriprise Financial Services, LLC, located at 1673 County Road 39, Southampton, New York. We are your trusted partner in financial planning and investment management, dedicated to helping you achieve your financial goals with personalized strategies and expert advice. George Kreuscher brings a wealth of knowledge and expertise to the table, holding numerous prestigious certifications and designations that highlight his commitment to excellence and professional growth in the financial services industry. As an Accredited Asset Management Specialist (AAMS™), George adheres to a strict code of ethics and applies investment concepts to real-world situations, ensuring your assets are managed effectively.

Welcome to Peter Kern - Financial Advisor, Ameriprise Financial Services, LLC, located at 1673 County Road 39, Southampton, New York. As a dedicated financial advisor, I am committed to helping you achieve your financial goals, whether they include retirement planning, education funding, or major purchases like a second home. At Peter Kern - Financial Advisor, we start by understanding what matters most to you. I provide personalized investment, asset allocation, and portfolio recommendations tailored to your individual goals and risk tolerance. Our approach involves documenting your objectives, meeting regularly to review and analyze your progress, and adjusting strategies as your life evolves. You can access your investments and accounts anytime, from any device, to track your progress safely and securely.

Meredith Diamond - Financial Advisor, Ameriprise Financial Services, LLC Welcome to Meredith Diamond - Financial Advisor, located at 1673 County Road 39, Southampton, New York. With a commitment to providing exceptional financial guidance, our firm is dedicated to helping you achieve your financial goals through personalized strategies and expert advice.

Welcome to Bryan Durso - Financial Advisor, Ameriprise Financial Services, LLC, located at 1673 County Road 39, Southampton, New York. As a dedicated financial advisor, I am committed to helping you achieve your financial goals, whether they involve planning for retirement, funding education, or making significant purchases like a second home. At our initial complimentary consultation, we will discuss what's most important to you and outline how we can work together to meet your objectives. I provide personalized investment, asset allocation, and portfolio recommendations tailored to your individual goals and risk tolerance. Together, we'll document your goals, regularly review and analyze your progress, and adjust your approach as your life evolves. You can access your investments and track your progress anytime, from any device, securely.

Welcome to UBS Financial Services Inc., your trusted partner in financial excellence, located at the heart of Southampton, New York. Situated at 8 Main Street, our office is dedicated to providing personalized financial solutions to meet your unique needs. As a leading provider in the finance industry, UBS Financial Services Inc. offers a comprehensive suite of services, including wealth management, investment advisory, retirement planning, and more. Our team of experienced professionals is committed to helping you achieve your financial goals with tailored strategies and expert guidance. Visit us today and discover how UBS Financial Services Inc. can help you secure a prosperous financial future.

Welcome to Rosemarie Dios, CFP - UBS Financial Services Inc., your trusted partner in financial planning and wealth management located in the heart of Southampton, New York. With a prime location at 8 Main Street, we are dedicated to serving the financial needs of individuals, families, and businesses in our community and beyond. Rosemarie Dios, a Certified Financial Planner (CFP), brings a wealth of expertise and a personalized approach to help you achieve your financial goals. Whether you are planning for retirement, managing investments, or seeking guidance on estate planning, Rosemarie is committed to providing tailored strategies that align with your unique financial aspirations.

Welcome to Kevin N. Kitt - UBS Financial Services Inc., your trusted partner in navigating the complex world of finance. Conveniently located at 8 Main Street in the charming town of Southampton, New York, we are committed to serving our community with personalized financial solutions and expert guidance. At Kevin N. Kitt - UBS Financial Services Inc., we understand that every client's financial journey is unique. Our team of experienced professionals is dedicated to providing tailored strategies to help you achieve your financial goals, whether they involve investment management, retirement planning, wealth preservation, or estate planning.

Welcome to Harbor Financial Partners Located in the heart of Southampton at 11 Main Street, Harbor Financial Partners is your trusted local provider for comprehensive financial and insurance services. Our team of experienced professionals is dedicated to helping individuals and businesses navigate the complexities of financial planning and risk management with confidence and ease.

Welcome to Sean Hattrick - UBS Financial Services Inc., your trusted partner in financial success, located at 8 Main Street, Southampton, New York. Our firm is dedicated to providing personalized financial services to help you achieve your financial goals. With a comprehensive range of solutions, including wealth management, investment advice, and retirement planning, we tailor our strategies to meet your unique needs and aspirations. Our experienced team of financial advisors is committed to delivering exceptional service with integrity and professionalism. Whether you're planning for the future, managing current finances, or looking to grow your wealth, Sean Hattrick - UBS Financial Services Inc. is here to guide you every step of the way. Visit us today to discover how we can help you secure a prosperous financial future.

Welcome to Jay Diesing - UBS Financial Services Inc., your trusted partner in financial planning and wealth management, located in the heart of Southampton, New York. Situated at 8 Main Street, our office is dedicated to providing personalized financial services tailored to meet the unique needs of each client. With a commitment to excellence and a deep understanding of the financial landscape, Jay Diesing and his team offer a comprehensive suite of services including investment management, retirement planning, estate planning, and more. Our goal is to help you navigate the complexities of the financial world with confidence and ease. Whether you're planning for a secure retirement, managing your family's wealth, or looking to grow your investments, we are here to provide expert guidance and support every step of the way. Visit us today to discover how we can help you achieve your financial aspirations.

Welcome to Ryan O'Malley - UBS Financial Services Inc., your trusted partner in financial planning and wealth management located in the heart of Southampton, New York. Situated at 8 Main Street, our office is dedicated to providing personalized financial solutions tailored to meet the unique needs of each client. With a commitment to excellence and a deep understanding of the financial landscape, Ryan O'Malley and his team offer a comprehensive range of services, including investment management, retirement planning, estate planning, and more. Whether you're looking to grow your wealth, secure your financial future, or navigate complex financial decisions, we are here to guide you every step of the way. Explore our services and discover how we can help you achieve your financial goals with confidence and clarity. Visit us today and take the first step towards a sound financial future.

Welcome to Comprehensive Policy Place, your trusted insurance agency located in the heart of Southampton, New York. Situated at 24 New York 27A, we proudly serve the residents and businesses of Southampton and the surrounding areas with a commitment to excellence and personalized service. At Comprehensive Policy Place, we understand that every client has unique needs, which is why we offer a wide range of insurance solutions tailored to protect what matters most to you. Our experienced team of insurance professionals is dedicated to providing you with comprehensive coverage options, including auto, home, life, health, and business insurance. We work with a variety of top-rated insurance carriers to ensure you receive the best possible protection at competitive rates. Whether you're seeking to safeguard your family's future, protect your assets, or secure your business, we are here to guide you every step of the way.

Welcome to Chelsea Traub, a premier financial services firm located at 223 West Montauk Highway, Hampton Bays, New York. As one of the leading RBC Wealth Management teams in New York City, we specialize in providing tailored wealth management solutions designed to meet the unique needs of our clients at every stage of their financial journey. Our commitment is to help you preserve and enhance your wealth through personalized services and strategies that simplify your life and expand your opportunities. Our dedication to excellence has earned us a spot on the Forbes Best-In-State Wealth Management Teams list for 2024. We are grateful to Forbes, our clients, and our colleagues for this recognition and look forward to another year of outstanding service.

Welcome to Covell / DiConza / Newman Group, a premier financial advisory firm located in the heart of Hampton Bays, New York. Situated at 223 West Montauk Highway, we are proud to be one of the top RBC Wealth Management teams in New York City, recognized for our excellence in managing significant Assets Under Management. Our mission is to provide you with personalized wealth management solutions tailored to every stage of your life. We focus on preserving and enhancing your wealth through our expertise, strong relationships, and world-class capabilities. We are honored to be featured on the Forbes Best-In-State Wealth Management Teams list for 2024, a testament to our commitment to serving you with distinction.

Welcome to Robert N Kandell Insurance & Financial Services LLC, your trusted partner in safeguarding your future and protecting what matters most. Conveniently located at 5 Amys Path, East Quogue, New York, our agency is committed to providing personalized insurance solutions tailored to meet the unique needs of individuals, families, and businesses in our community. At Robert N Kandell Insurance & Financial Services LLC, we understand that navigating the world of insurance can be overwhelming. Our dedicated team of experienced professionals is here to guide you every step of the way, ensuring you have the right coverage to fit your lifestyle and financial goals. Whether you're looking for home, auto, life, or business insurance, we offer a comprehensive range of products from leading insurers to give you peace of mind.

Welcome to Chase Bank, conveniently located at 366 Main Street, Center Moriches, New York 11934, United States. As a leading provider of financial services, we offer a comprehensive range of banking solutions tailored to meet your needs. Whether you're looking for personal banking, business banking, or investment services, our dedicated team is here to assist you. At Chase, we understand the importance of managing your finances effectively. Our Business Banking services provide expert guidance to help improve cash flow, offer credit solutions, and manage payroll efficiently. We also offer online and mobile banking services, business credit cards, and payment acceptance solutions designed specifically for businesses.

Welcome to Robert W Urban - Financial Consultant, a trusted partner of Ameriprise Financial Services, LLC, located at 12 Mitchell Road, Westhampton Beach, New York. We are committed to helping you achieve your financial goals through personalized and expert financial planning services. At Robert W Urban, we understand that each client's financial journey is unique. Our Ameriprise advisors possess a wide range of expertise and credentials to ensure that we align our approach with your specific needs and aspirations. Our team is equipped with diverse specializations that include, but are not limited to, investment strategies, estate planning, retirement planning, and risk management.

Welcome to Oppenheimer & Co. Inc., located at 11A Sunset Avenue, Westhampton Beach, New York. As a leading global financial institution, we specialize in Wealth Management, Capital Markets, and Investment Banking solutions. Since 1881, we have been crafting customized strategies to meet the unique goals of our clients, leveraging our extensive experience, resources, research, and knowledge to make a positive impact on society and improve our communities. Our team of dedicated Financial Professionals is here to guide you through all your wealth management needs. With a focus on delivering deep insight and expertise in financial planning, we drive investment ideas and opportunities to help you achieve your personal goals. At Oppenheimer, we pride ourselves on our powerful thinking—whether it's providing unmatched expertise for municipalities, institutions, and emerging growth companies, or offering strategic advisory and capital market strategies backed by over a century of industry expertise.

Welcome to Point 32 Investment Partners, your trusted financial advisory firm located in the heart of Westhampton Beach, New York. Situated at 115 Main Street, we are committed to providing personalized investment strategies and financial solutions tailored to meet your unique needs. Our team of experienced professionals specializes in a wide range of financial services, including wealth management, retirement planning, and portfolio diversification. At Point 32 Investment Partners, we prioritize building long-term relationships with our clients, ensuring that your financial goals are aligned with your life's ambitions. Visit us today to discover how we can help you navigate the complexities of the financial world with confidence and clarity.

Welcome to Allstate Personal Financial Representative: Brian Piotrowski, your trusted partner in financial planning and insurance solutions located in the heart of Center Moriches, New York. Situated at 369 Main Street, our office is dedicated to providing personalized and comprehensive financial services tailored to meet your unique needs. With a strong commitment to helping clients achieve their financial goals, Brian Piotrowski and his team offer expert advice and a wide range of services, including life insurance, retirement planning, and investment strategies. Our mission is to ensure that you and your family are protected and prepared for whatever the future holds.

Welcome to Massena Savings & Loan Association, your trusted financial partner located at 155 Lincoln Avenue, Waddington, New York. As a cornerstone of the community, we pride ourselves on offering personalized banking and financial services tailored to meet your needs. Whether you're looking to open a savings account, secure a loan, or explore investment opportunities, our dedicated team is here to guide you every step of the way. At Massena Savings & Loan Association, we combine local expertise with a commitment to exceptional customer service, ensuring you feel confident and supported in achieving your financial goals. Visit us today and experience the difference of a community-focused bank.

Welcome to St. Lawrence Federal Credit Union, your trusted financial partner located in the heart of Canton, New York. Conveniently situated at 33 Court Street, our mission is to provide the local community with reliable and accessible financial services tailored to meet your needs. As a member-focused credit union, we offer a wide range of financial solutions, including savings accounts, loans, and investment opportunities, all designed to help you achieve your financial goals. Our state-of-the-art ATM services ensure that you have easy access to your funds whenever you need them, with secure and efficient transactions. At St. Lawrence Federal Credit Union, we pride ourselves on our commitment to exceptional customer service and personalized financial advice, ensuring that every member receives the attention and care they deserve.

Welcome to the Julie Won City Council District Office, proudly serving the vibrant communities of Western Queens, including Long Island City, Sunnyside, Astoria, and Woodside. Located at 37-04 Queens Boulevard, Suite 205, Long Island City, NY 11101, our office is dedicated to addressing the needs and concerns of our diverse constituency. Julie Won is honored to be the first woman and immigrant to represent the 26th Council District in New York City's history. She brings a wealth of experience as a tenant, activist, and community leader, with a strong commitment to creating and preserving affordable housing, increasing access to city resources, and ensuring quality and affordable internet for all.

Welcome to Japan Society, a vibrant cultural hub located at 333 East 47th Street in Manhattan, New York. As a unique blend of museum, school, and tourist attraction, Japan Society offers an immersive experience into the rich tapestry of Japanese culture, arts, and innovation. Our Business & Policy Forum is a key platform for dialogue, hosting both public and exclusive events that explore the dynamic relationship between the U.S. and Japan. These programs delve into the influential people and pivotal issues shaping regional and global contexts.

Welcome to Washington Market Park, a charming oasis nestled in the heart of Manhattan at 199 Chambers Street, New York. As a beloved local park and tourist attraction, we invite you to explore our vibrant community space that offers a myriad of activities for all ages. Despite its modest size, Washington Market Park boasts a wealth of amenities and activities. Gather with friends at our picturesque gazebo, let your children explore and climb in one of our three age-appropriate playgrounds, or get involved by tending a garden plot. Our Little Free Library is always open to those wishing to donate or borrow a book, fostering a shared love of reading.

Welcome to the Brooklyn Bridge Park Visitor Center, your gateway to exploring one of New York City's most iconic and scenic waterfront destinations. Situated at 11 Montague Street in the heart of Brooklyn, our Visitor Center serves as the perfect starting point for your adventure in Brooklyn Bridge Park. As a premier tourist attraction, we offer a wealth of information and resources to help you make the most of your visit. Discover the rich history and stunning views that make Brooklyn Bridge Park a must-see destination. Our knowledgeable staff is on hand to provide maps, brochures, and personalized recommendations to enhance your experience. Whether you're looking to take a leisurely stroll along the waterfront, explore the park's lush green spaces, or learn about its unique ecological features, the Visitor Center is here to guide you.

Welcome to the Supreme Court Law Library, your premier resource for legal research and information in Utica, New York. Conveniently located at 235 Elizabeth Street, our library serves as an essential hub for legal professionals, scholars, and the general public. With an extensive collection of legal texts, case law, statutes, and journals, we provide unparalleled access to a wealth of knowledge and resources. Our dedicated staff is committed to assisting you with your research needs, offering expert guidance and support to help you navigate our comprehensive collection. Whether you are a practicing attorney, a law student, or someone with a keen interest in legal matters, the Supreme Court Law Library is here to support your quest for information and understanding.