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TOP 30 Fiduciary financial services in New York, NY
335 results found
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Lighthouse Capital Associates
Lighthouse Capital Associates is a finance institution located at 2805 Wehrle Drive in Williamsville, New York, United States. Specializing in wealth management and investment services, Lighthouse Capital Associates provides personalized financial solutions to help clients achieve their long-term financial goals. With a team of experienced professionals, the institution offers a range of services including financial planning, retirement planning, and investment management. By leveraging their expertise and resources, Lighthouse Capital Associates strives to provide clients with a secure financial future.
Howe & Rusling
Howe & Rusling is a finance institution located at 165 Culver Road in Rochester, New York, United States. As a full-service wealth management firm, Howe & Rusling offers services such as financial planning, investment management, estate planning, and tax strategy. The institution takes a holistic, data-driven approach to evaluate and optimize clients' financial well-being, starting with understanding their life goals. Using sophisticated technology and in-depth analysis, Howe & Rusling collaborates with clients to create a strategic roadmap to help them achieve financial success. The team at Howe & Rusling is dedicated to providing expert financial advice and guidance during life-changing events, helping clients become more financially literate and independent. The institution values continuous improvement and is committed to being better tomorrow than today. With a focus on long-term investments and a fiduciary standard, Howe & Rusling aims to help clients invest in their future while they focus on doing what they love. Additionally, Howe & Rusling provides valuable financial content and resources for individuals in their 30s looking to improve their financial well-being.
Mercer Advisors Wealth Management
Mercer Advisors Wealth Management, located at 375 Woodcliff Drive in Fairport, New York, is a finance institution dedicated to helping individuals achieve their financial goals and live the life they desire. Their team of wealth advisors offers a comprehensive approach to wealth management, connecting all aspects of a client's financial life including financial planning, investments, tax strategies, estate planning, trustee services, and insurance. As a fiduciary institution, Mercer Advisors is committed to always acting in the best interest of their clients, providing personalized portfolio management by a team of full-time investment professionals. Their investment philosophy is rooted in science and research, focusing on building globally diversified, low cost, tax efficient portfolios tailored to each client's needs.
LVW Advisors
LVW Advisors is a finance institution located at 67 Monroe Avenue in Pittsford, New York, United States. We act as your Financial Quarterback, specializing in managing considerable wealth by combining the art and science of planning and investing. Our evidence-based process starts with a conversation to understand your aspirations, needs, and plans for life. We create a customized plan to structure your investment assets, addressing complex needs and goals through a simple yet powerful approach. For nonprofit organizations, we understand the importance of investments in achieving mission objectives and goals. Our holistic approach integrates comprehensive financial planning, long-term objectives, and an action plan to help organizations reach their desired outcomes. Additionally, our research team has written a whitepaper on Responsible Investing, helping clients identify important issues and reflect their views in their portfolios.
Rochester Wealth Partners
Rochester Wealth Partners is a trusted financial institution located at 10 Office Park Way in Pittsford, New York. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals and secure their financial future. We offer a wide range of services, including investment management, retirement planning, estate planning, and more. At Rochester Wealth Partners, we prioritize personalized service and tailor our approach to meet the unique needs of each client. Contact us today to learn how we can help you build and protect your wealth.
Woodhouse Wealth Management, LLC
Woodhouse Wealth Management, LLC is a premier finance institution located at 10 Westbrook Lane in Kingston, New York, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, we are here to provide expert guidance and support every step of the way. Trust Woodhouse Wealth Management, LLC to help you secure your financial future.
Larchmont Wealth Management
Larchmont Wealth Management is a premier financial institution located at 1940 Palmer Avenue in Larchmont, New York. Our team of experienced professionals is dedicated to helping individuals and families achieve their financial goals through personalized wealth management strategies. We offer a wide range of services including investment management, retirement planning, estate planning, and more. At Larchmont Wealth Management, we prioritize our clients' financial well-being and strive to provide them with the guidance and support they need to secure their financial future.
CAPTRUST
CAPTRUST is a finance institution located at 3 Dakota Drive in Lake Success, New York, United States. Our advisors specialize in providing wealth management services to high-net-worth individuals, business owners, and families, as well as investment advisory services to endowments and foundations of nonprofit organizations in Long Island and surrounding areas. Our office hours are Monday to Thursday from 8:30 am to 5:30 pm and Friday from 8:30 am to 5:00 pm. We offer a range of financial services to our nonprofit clients, including committee education, donor development, OCIO services, performance reporting, and investment management. Whether you need help with wealth planning, portfolio management, family governance, philanthropic strategies, or other financial needs, our experienced advisors are here to assist you.
Hightower Westchester
Hightower Westchester is a finance institution located at 440 Mamaroneck Avenue in Harrison, New York, United States. Led by Peter Lang, who has been named to Forbes’ list of the Best-In-State Wealth Advisors for the third consecutive year, we are holistic fiduciaries dedicated to providing financial knowledge and strategies that help our clients build a legacy through financial success and integrity. As fiduciaries, we are committed to serving our clients' best interests by offering objective and personalized investment solutions, avoiding conflicts of interest, and conducting regular reviews to ensure fiduciary principles are upheld. With an average experience of over 25 years, our team takes a holistic approach to wealth management, focusing on rigorous analysis and exceptional client service.
Ginsberg Wealth Management LLC
Ginsberg Wealth Management, LLC is located at 200 South Service Road in Roslyn Heights, New York, United States. As an accounting, finance, and insurance agency, we offer personalized wealth management strategies to help our clients achieve their financial life goals. Our team is dedicated to helping you understand the opportunities and potential rewards that come with taking a proactive approach to your personal financial situation. Through our website, we aim to provide you with a better understanding of financial concepts such as investing, insurance, retirement planning, taxes, and wealth preservation. Working with a skilled independent fiduciary financial advisor can help you pursue your financial plan and achieve success.
Blue Line Wealth Management
Blue Line Wealth Management is a premier financial institution located at 500 Express Drive South in Brentwood, New York. Our experienced team of financial advisors is dedicated to helping clients achieve their financial goals and secure their financial future. We offer a wide range of services, including investment management, retirement planning, and estate planning. At Blue Line Wealth Management, we prioritize personalized service and tailor our strategies to meet each client's unique needs. Trust us to provide expert advice and guidance as you navigate the complexities of the financial world.
Miracle Mile Advisors
Miracle Mile Advisors is a leading finance institution located at 145 Marcus Boulevard in Hauppauge, New York, United States. Specializing in wealth management and investment services, Miracle Mile Advisors offers personalized financial solutions to help clients achieve their financial goals. With a team of experienced advisors and a commitment to excellence, Miracle Mile Advisors is dedicated to providing top-tier financial guidance and support to individuals and businesses alike. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial markets, Miracle Mile Advisors is here to help you every step of the way.
Woodhull Capital Advisors LLC
Woodhull Capital Advisors LLC is a leading finance institution located at 80 Orville Drive in Bohemia, New York. With a team of experienced professionals, Woodhull Capital Advisors LLC provides expert financial advice and services to help clients achieve their investment goals. Whether you are looking to grow your wealth, plan for retirement, or navigate the complex world of finance, Woodhull Capital Advisors LLC is dedicated to helping you succeed. Contact us today to learn more about how we can help you reach your financial objectives.
Manhattan Wealth Management Group
Manhattan Wealth Management Group is a prestigious finance institution located in the heart of New York City at 370 Lexington Avenue. With a team of experienced financial advisors and experts, they offer personalized wealth management services to help clients achieve their financial goals. From investment planning to retirement strategies, Manhattan Wealth Management Group provides comprehensive financial solutions tailored to each individual's needs. Trustworthy and reliable, this institution is dedicated to helping clients build and protect their wealth for the long term.
Weber Asset Management
Weber Asset Management is a reputable finance institution located at 1983 Marcus Avenue in New Hyde Park, New York, United States. With a strong focus on providing personalized investment strategies and financial planning services, Weber Asset Management is dedicated to helping clients achieve their financial goals. Their team of experienced professionals offers expert guidance and a wide range of investment options to meet the unique needs of each individual client. Trust Weber Asset Management to provide reliable and comprehensive financial solutions tailored to your specific needs.
Buckingham Strategic Wealth
Buckingham Strategic Wealth, located at 600 Old Country Road in Garden City, New York, is a finance institution dedicated to providing a highly personalized experience for each client's unique needs and goals. The Long Island team at Buckingham is inspired to tailor their services to meet the individual requirements of their clients. By becoming a Buckingham client, individuals can expect a comprehensive and customized approach to financial planning. To learn more about the client experience at Buckingham, interested parties can download the "Experience Is Everything" brochure.
Chernoff Diamond & Co., LLC
Chernoff Diamond & Co., LLC is a leading financial institution located at 725 RXR Plaza in Uniondale, New York, United States. Specializing in finance, Chernoff Diamond & Co., LLC offers a wide range of financial services to individuals and businesses. With a team of experienced professionals, they provide personalized financial solutions tailored to meet the unique needs of each client. Whether you are looking for investment advice, retirement planning, or insurance services, Chernoff Diamond & Co., LLC is dedicated to helping you achieve your financial goals.
Beacon ICG, LLC
Beacon ICG, LLC is a finance institution located at 1895 Walt Whitman Road, Melville, New York, United States. Our team of advisors provides resources and insights to help you pursue your financial goals. We offer clear guidance, proactive solutions, and wealth management services including retirement planning, college planning, insurance, investment guidance, and holistic financial planning. Whether you are an individual or a business, we can help you navigate group benefits for employees and implement retirement and benefit plans. Our team is committed to standing alongside you as an investment Co-Fiduciary and helping you plan for your financial future. Contact us today to learn more about how we can assist you in achieving your unique financial goals. Securities and advisory services are offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.
Heller Wealth Management
Heller Wealth Management, located at 225 Broadhollow Road in Melville, New York, is a finance institution dedicated to helping individuals become financially resilient. With a focus on creating long-term financial stability, Heller Wealth Management keeps your net worth working for your life. Take a quick quiz to receive a personalized Financial Resilience Scorecard, designed to help you make informed financial decisions for the future. Start your journey towards financial security with Heller Wealth Management today.
R. Seeger Wealth Management, Ltd
R. Seeger Wealth Management, Ltd. is a full-service wealth management firm located at 138 South 1st Street, Lindenhurst, New York, United States. Established in 2010, founder Richard Seeger serves as a fiduciary to clients along the East Coast, offering expertise in retirement services, estate planning, trust services, and next generation wealth education. Richard is a CERTIFIED FINANCIAL PLANNER™ and an active member of the Financial Planning Association of Long Island, always prioritizing his clients' best interests with transparency. With a background in Business Administration and Finance, Richard has obtained various FINRA licenses and continues to further his education through conferences and seminars. As a member of the Knights of Columbus, Richard values family and treats his clients as such. Consult with R. Seeger Wealth Management for personalized financial advice and strategies to help you achieve your financial goals.
Dahab Associates Inc
Dahab Associates Inc is a reputable finance institution located at 423 Montauk Highway in Bay Shore, New York. With a strong presence in the United States, Dahab Associates Inc offers a wide range of financial services to individuals and businesses. Their team of experienced professionals is dedicated to providing expert advice and personalized solutions to help clients achieve their financial goals. Whether you are looking for investment opportunities, retirement planning, or wealth management services, Dahab Associates Inc is committed to helping you navigate the complexities of the financial world. Visit their office in Bay Shore today to learn more about how they can assist you in securing your financial future.
Conroy Wealth Management
Conroy Wealth Management is a finance institution located at 1717 Empire Boulevard in Webster, New York, United States. We prioritize establishing a trusting relationship with each client to help design their future based on their unique values and needs. Our fiduciary financial planning services include personalized financial and investment plans tailored to meet individual goals. We specialize in financial and retirement planning, estate planning, and business consulting for individuals, executives, professionals, and business owners. Our team, led by Kevin and Wendy, is dedicated to providing excellent customer service and guidance in navigating financial decisions. We aim to help clients achieve financial freedom and security by offering clarity and direction in their financial planning. Securities are offered through J.W. Cole Financial, Inc., and advisory services are provided by J.W. Cole Advisors, Inc. Conroy Wealth Management and J.W. Cole are unaffiliated entities. Visit our website for more information on our services and disclosures.
Cobblestone Capital Advisors
Cobblestone Capital Advisors is a finance institution located at 500 Linden Oaks in Rochester, New York, United States. Our comprehensive approach supports every aspect of your financial situation through a combination of planning services and independent financial guidance. We provide tailored investment strategies based on your near-term requirements and long-term objectives, aligning your wealth with your life goals. From retirement planning to preserving generational wealth, we help navigate life's important milestones and educate younger generations about financial responsibilities. As a fiduciary, we act in our clients' best interests, putting their needs ahead of our own. Explore the options available to simplify your financial life and achieve greater diversification and robust returns with Cobblestone Capital Advisors.
The Okby Group - Morgan Stanley
The Okby Group - Morgan Stanley is a leading financial institution located at 340 Broadway in Saratoga Springs, New York, United States. Specializing in finance, they provide a wide range of services including wealth management, investment banking, and financial advisory. With a team of experienced professionals, they strive to help clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or invest in the stock market, The Okby Group - Morgan Stanley is dedicated to providing top-notch financial solutions tailored to your individual needs.
The River Oak Team - Stifel
The River Oak Team at Stifel is a leading financial institution located at 295 Woodcliff Drive in Fairport, New York. Our team of experienced professionals is dedicated to providing personalized financial solutions to help our clients achieve their goals. Whether you are looking to plan for retirement, invest for the future, or manage your wealth, we are here to help. With a focus on integrity, transparency, and client satisfaction, The River Oak Team at Stifel is committed to delivering exceptional service and expertise in the world of finance. Contact us today to learn more about how we can assist you in reaching your financial objectives.
Merrill Lynch Wealth Management Advisor M Keefe Gorman
Merrill Lynch Wealth Management Advisor M Keefe Gorman, located at 235 South Cayuga Street, Ithaca, New York, United States, is a finance institution with over 15,000 Merrill Lynch Financial Advisors helping clients across all 50 states, District of Columbia, and several US territories achieve their financial goals. Investing involves risks, and Merrill Lynch offers a broad range of brokerage, investment advisory, and other services. The institution does not provide legal, tax, or accounting advice and recommends consulting with legal and/or tax advisors before making financial decisions. Merrill Lynch is a registered broker-dealer and investment adviser, offering insurance and annuity products through Merrill Lynch Life Agency Inc. Trust and fiduciary services are provided by Bank of America Private Bank and U.S. Trust Company of Delaware. Banking products are provided by Bank of America, N.A. and affiliated banks. The institution offers a variety of investment, insurance, and annuity products and services, with certifications and trademarks from reputable financial organizations. Merrill Lynch strives to provide clients with useful information about products and services through relationship-based ads and online behavioral advertising. Please note that Bank of America Merrill Lynch is the marketing name for the global banking and global markets businesses of Bank of America Corporation. Securities, advisory, and investment banking activities are performed globally by the bank's affiliates. Securities, corporate advisory, and capital markets services are performed in Australia by Merrill Lynch Markets (Australia) Pty. Limited. Bank of America N.A. and DSP Merrill Lynch Limited are subsidiaries of Bank of America Corporation operating in India, offering a range of banking and financial services.
Janney Montgomery Scott LLC
Janney Montgomery Scott LLC is a reputable finance institution located at 5784 Widewaters Parkway in Syracuse, New York, United States. With a strong presence in the financial industry, Janney Montgomery Scott LLC offers a wide range of services including investment management, financial planning, and wealth management. Their team of experienced professionals provide personalized solutions to help clients achieve their financial goals. Whether you are looking to grow your portfolio or plan for retirement, Janney Montgomery Scott LLC is dedicated to providing top-notch service and expert advice.
RBC Wealth Management Branch - Syracuse
RBC Wealth Management Branch in Syracuse is a leading financial institution located at 5786 Widewaters Parkway in Syracuse, New York. As a part of RBC Wealth Management, our branch offers a wide range of financial services to help individuals and businesses achieve their financial goals. Our team of experienced financial advisors provides personalized investment strategies, retirement planning, wealth management, and more. We are dedicated to providing exceptional service and expertise to our clients in Syracuse and beyond. Visit us today to start planning for a secure financial future.
Hightower Lakewater
Hightower Lakewater, located at 137 Summer Street in Buffalo, New York, is a finance institution that specializes in personalized financial consultation and asset management strategies for successful individuals, families, business owners, and foundations. With a team of experienced professionals who have backgrounds in institutional asset management and investment banking, Hightower Lakewater is dedicated to providing sophisticated, holistic solutions tailored to each client's long-term goals and short-term needs. As a partner with Hightower Advisors, a Registered Investment Advisor firm, Hightower Lakewater offers boutique, personalized wealth management services, as well as access to institutional-level investment services and business owner solutions. The firm operates on fiduciary principles to always act in the best interests of their clients and avoid conflicts. Contact Hightower Lakewater at (716) 261-3300 to learn more about how they can help you achieve your financial objectives.
O'Keefe Stevens Advisory, Inc.
O'Keefe Stevens Advisory, Inc. is a finance institution located at One Bausch and Lomb Place in Rochester, New York, United States. They offer personalized financial advice based on a proven financial process to help clients make the most of their financial resources. The institution focuses on building trusting relationships with clients and creating individualized portfolios to help them reach their financial goals with confidence. They provide timely communication, education, and support to guide clients through their financial journey. The team at O'Keefe Stevens Advisory, Inc. is dedicated to serving their clients as fiduciaries, always putting their interests first. Clients have praised the institution for their excellent financial planning and investment services, as well as their commitment to teaching market principles and investment strategies. O'Keefe Stevens Advisory, Inc. offers investment advisory services and their clients have shared unsolicited testimonials praising the institution for their role as a partner and trusted guide in their financial lives. For more information, visit their website or contact them at the provided address in Rochester.
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