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TOP 30 Fiduciary financial services in New York, NY
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The Table Rock Group - Morgan Stanley
The Table Rock Group - Morgan Stanley is a leading financial institution located at 86 Glen Street in Glens Falls, New York, United States. Our team of experienced professionals provides a wide range of financial services including wealth management, investment advisory, and retirement planning. With a focus on personalized service and strategic financial planning, we are dedicated to helping our clients achieve their financial goals. Visit us today to learn more about how we can help you secure your financial future.
Richard W. Fuller, CPA
Richard W. Fuller, CPA is a trusted accounting and finance institution located at 79 Warren Street in Glens Falls, New York, United States. We serve clients throughout the Capital District and the North Country, helping them achieve their financial goals by simplifying the complexities of taxation and finances. Our team provides personalized, friendly, and timely service in the hometown tradition. Our services include full-service payroll with direct deposit, tax payment, and report preparation. We handle federal and state individual, corporation, partnership, fiduciary, and estate tax returns, as well as tax planning. We also assist with IRS and State tax notices, providing personal representation at audits. Additionally, we offer personalized, on-site consulting and training for all bookkeeping and reporting needs.
Sloan Advisory Group, Inc.
Sloan Advisory Group, Inc. is a finance institution located at 237 Glen Street, Glens Falls, New York, United States. At Sloan Advisory Group, we believe that wealth and success are not just about numbers, but about mindset and personal definition. Our team guides clients in defining success and wealth in ways that are meaningful to them, driving their financial plans and inspiring them to reach their goals. We understand that life is full of changes and challenges, which is why we provide advice and guidance to our clients every step of the way. Whether you are approaching retirement, dealing with a loss, a high-earning professional, or just starting out as a couple, we are here to help you understand your financial situation and move forward with confidence.
Cambridge Wealth Management, LLC
Cambridge Wealth Management, LLC is a reputable finance institution located at 5 Washington Street in Cambridge, New York, United States. With a focus on providing comprehensive wealth management services, the team of experienced professionals at Cambridge Wealth Management, LLC is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Cambridge Wealth Management, LLC offers personalized solutions tailored to your specific needs. Trust in Cambridge Wealth Management, LLC to guide you towards financial success and peace of mind.
Costello-Baitinger Group - Morgan Stanley
Costello-Baitinger Group - Morgan Stanley is a finance institution located at 86 Glen Street in Glens Falls, New York, United States. Specializing in wealth management and investment services, our team at Morgan Stanley is dedicated to helping our clients achieve their financial goals. With a focus on personalized financial planning and expert advice, we strive to provide our clients with the tools and resources they need to make informed decisions about their financial futures. Whether you are looking to grow your investments, plan for retirement, or manage your assets, the Costello-Baitinger Group is here to help you every step of the way. Contact us today to learn more about how we can assist you in reaching your financial goals.
The Premium Select Group Inc.
The Premium Select Group Inc. is an insurance agency located at 32 County Road 78, Middletown, New York, United States. We offer protection for your vehicles, rental properties, and personal belongings at an affordable price. As a local independent insurance agency serving the Lower Hudson Valley, we prioritize getting to know and understand your individual needs and goals. Our experienced agents work with reputable insurance companies to provide secure coverage tailored to you. Our clients appreciate our professional service and personalized approach. We offer coverage for unpredictable losses such as burglary, fire, water damage, and more. Ensure your personal property is adequately protected with our insurance policies. We also offer liability coverage for injuries on your property and additional living expense coverage in case your home becomes uninhabitable. Don't risk being unable to rent a property due to lack of insurance - our renters insurance policies cover all your needs. Protect your valuable possessions with our coverage options, including off-premises theft coverage. Our goal is to help you understand and address the unique risks you face with renters insurance. We serve clients in New York, New Jersey, Pennsylvania, Delaware, Georgia, and South Carolina. Contact us today to secure the protection you need.
Wilmington Trust
Wilmington Trust, located at 68 Exchange Street in Binghamton, New York, is a leading finance institution that offers wealth and institutional services. As a part of M&T Bank, one of the most financially stable companies in the U.S., Wilmington Trust provides expert guidance to help families and businesses succeed. Our experienced professionals and forward-thinking approach have made us a trusted partner for generations. Plan your visit to our Binghamton office and schedule an appointment to learn more about how we can help you achieve your financial goals.
Castle Wealth Management
Castle Wealth Management, located at 15 East 5th Street in Jamestown, New York, is a trusted financial institution that has been serving individuals and families for over 20 years. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management solutions. With over $400 million in assets under management, we are committed to providing the best possible service to each client. As a Registered Investment Advisory firm, we adhere to the CFA Institute’s Asset Manager Code of Professional Conduct, ensuring that we always act as fiduciaries, putting our clients' best interests first. We are compensated through fully disclosed fees, eliminating any conflicts of interest that may arise from commissions or third-party incentives. Our team is focused on providing personalized service and current financial knowledge to help clients navigate the complexities of wealth management.
Summit Wealth Management Inc
Summit Wealth Management Inc is a finance institution located at 1285 North Main Street in Jamestown, New York. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are looking to plan for retirement, invest for the future, or protect your assets, we are committed to providing expert guidance and exceptional service. Contact us today to schedule a consultation and take the first step towards securing your financial future.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management, located at 55 Southwestern Drive in Jamestown, New York, offers a wide range of financial services for individuals, families, business owners, executives, and institutions. With years of combined wealth management knowledge and experience, our advisors can provide personalized financial strategies to help you navigate rising or turbulent markets. Our advisors go beyond wealth planning advice to offer retirement income planning, guidance on concentrated stock positions, traditional investments, and access to estate planning services through Bank of America. We work closely with your outside professionals, such as accountants and tax attorneys, to create comprehensive financial strategies tailored to your long-term objectives.
Covenant Wealth Advisors, LLC
Covenant Wealth Advisors, LLC, located at 37 Front Street in Binghamton, New York, is a finance and insurance agency that specializes in cutting-edge investment strategies tailored to individual needs. The institution recognizes the limitations of traditional buy and hold philosophies and strives to protect clients against catastrophic loss. At CWA, specific investment strategies are implemented based on client's risk tolerance, family situation, and personal preferences. The institution also focuses on understanding family dynamics, taxes, and changing times to create comprehensive estate plans that reflect the client's precise wishes.
Merri L. Benjamin, CKA®
Merri L. Benjamin, CKA®, located at 4100 Vestal Road in Vestal, New York, is a finance institution that offers a range of services to help clients achieve their financial goals. Merri has been working in the financial industry since 2010 and joined Faithward Advisors in 2017. She graduated from Daemen College with a degree in Business Administration and has a background in medical and marketing fields. Merri is an active member of her church and enjoys volunteering in the community. In addition to providing financial services, Merri offers group educational opportunities for churches, nonprofit organizations, and small group Bible studies. She addresses questions related to market volatility, tax code changes, charitable giving, and stewardship-centered planning. Merri also introduces clients to Biblically Responsible Investing and dispels common financial misunderstandings.
Hawkes Wealth Management, Inc
Hawkes Wealth Management, Inc is a leading finance institution located at 721 Chenango Street in Binghamton, New York, United States. With a team of experienced financial advisors, they provide comprehensive wealth management services to help clients achieve their financial goals. From investment planning to retirement strategies, Hawkes Wealth Management is dedicated to providing personalized solutions tailored to each client's unique needs. Visit them today to start securing your financial future.
L&M Wealth Management
L&M Wealth Management is a leading finance institution located at 1708 Vestal Parkway East in Vestal, New York, United States. Our team of experienced financial advisors specializes in helping individuals and businesses achieve their financial goals through personalized wealth management strategies. Whether you are looking to grow your investments, plan for retirement, or protect your assets, we are dedicated to providing you with expert guidance and exceptional service. Contact us today to learn more about how we can help you secure your financial future.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management is a renowned finance institution located at 2 Court Street in Binghamton, New York, United States. With a strong reputation for providing top-notch financial services, Merrill Lynch offers expert wealth management solutions to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or asset management, Merrill Lynch has a team of experienced professionals ready to assist you every step of the way. Trust Merrill Lynch Wealth Management to help you secure your financial future.
Eurillo Group - Morgan Stanley
Eurillo Group - Morgan Stanley is a renowned finance institution located at 50 Front Street in Binghamton, New York, United States. With a strong reputation for excellence in financial services, they offer a wide range of investment and wealth management solutions to their clients. Their team of experienced professionals is dedicated to providing personalized financial advice and strategies to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or grow your wealth, Eurillo Group - Morgan Stanley is committed to helping you succeed.
Costello Wealth Management
Costello Wealth Management is a premier financial institution located at 222 Water Street in Binghamton, 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 Costello Wealth Management, we prioritize building strong relationships with our clients and providing personalized financial solutions tailored to their individual needs. Trust us to guide you towards a secure and prosperous financial future.
Dirk A. Olds, CAP®, CKA®
Dirk A. Olds, CAP®, CKA® is a finance institution located at 4100 Vestal Road, Vestal, New York, United States. The institution, founded by Dirk Olds, offers a range of financial services and educational opportunities for individuals and groups. Dirk Olds, a dedicated financial services representative, has a passion for helping others and has built a successful career in the industry. He is actively involved in his community, serving on various committees and organizations. Dirk lives in Endwell, NY, with his family and has a diverse range of hobbies, including maintaining a saltwater fish tank and traveling. He is dedicated to helping clients navigate the ever-changing financial landscape and make wise decisions for their future. The institution offers group educational opportunities on topics such as market volatility, charitable giving, and responsible investing.
Kevin Galbraith LLC (The Galbraith Law Firm)
Kevin Galbraith LLC, also known as The Galbraith Law Firm, is a leading securities fraud attorney located in the heart of Manhattan, New York. Kevin is a fierce advocate who strives to achieve top results for his clients through creative solutions. With over a decade of experience, he has successfully helped investors recover millions of dollars in investment losses caused by misconduct of Wall Street brokerage firms. Kevin represents investors from coast to coast and overseas, ranging from inexperienced retail investors to high-net-worth individuals. His cases involve various forms of misconduct such as fraud, negligence, breach of fiduciary duty, and violations of securities laws. Additionally, Kevin represents financial advisors and others in the financial services industry in regulatory investigations and enforcement proceedings.
KT Wealth Management
KT Wealth Management is a finance institution located at 56 Main Street in Warwick, New York, United States. Specializing in working with business owners, our team is dedicated to helping clients reduce taxes, build, and protect wealth. We understand that life can be unpredictable, which is why we believe in the power of financial planning to help clients achieve their goals over time. Our experienced advisors take the time to fully understand each client's financial aspirations in order to recommend the most suitable investment strategy for them and their families. Tax planning and asset protection are essential components of a solid financial plan, and we ensure that all aspects are carefully considered.
Wharton Wealth Planning
Wharton Wealth Planning is a finance institution located at 3 Columbus Circle, New York, New York, United States. With over 25 years of experience, our dedicated advisor team is committed to providing extraordinary service to clients virtually and in-person. We are a Retirement Planning & Certified Investment Advisory Firm with offices in New York and Santa Fe, New Mexico. Our philosophy is to prioritize our clients' needs by providing conflict-free services and simplifying the means by which our clients achieve their investment and retirement goals. As an independent, fee-only fiduciary, we act in good faith and put your interests ahead of our own. Our dual-credentialed CERTIFIED FINANCIAL PLANNER™ (CFP®) with an MBA develops financial plans and asset management strategies tailored to each client's unique situation. Whether you are early in your career or retired, our experienced financial consulting team can help implement a plan and asset management strategy specific to your needs. Contact us to develop an investment strategy and retirement plan for a more secure future. Visit us at our locations in New York and Santa Fe for comprehensive wealth management services that deliver peace of mind.
CAPTRUST
CAPTRUST, located at 40 Wall Street in New York, offers comprehensive wealth management and investment advisory services to clients of all types. Their team of advisors provides support for employer organizations through various services such as fiduciary partnerships, plan design optimization, and financial wellness programs. The New York office caters to individuals, retirement plan sponsors, endowments, and foundations, offering solutions for their financial needs. With a focus on best practices, market insights, and financial planning strategies, CAPTRUST ensures that clients are well-informed about their financial future. They also host webinars on various topics such as fiduciary liability, retirement readiness, and industry trends to educate and engage their clients. Connect with CAPTRUST today to explore endless opportunities for your financial future.
Cammack Retirement Group
Located at 40 Wall Street in New York City, the Cammack Retirement Group is a finance institution that offers comprehensive wealth management and investment advisory services. Our team of advisors at our New York office provide support to a wide range of clients, including individuals, retirement plan sponsors, endowments, and foundations. Our services include 3(21), 3(38), and OCIO services, fiduciary partnerships, plan design optimization, financial wellness programs, and more. We are dedicated to helping clients achieve their financial goals and offer a range of resources, from best practices and market insights to financial planning strategies.
Beacon Pointe Advisors
Beacon Pointe Advisors, located at 80 Broad Street in New York, is a leading finance institution offering Investment Advisory Services, Financial Planning, Wealth Management, and Retirement Plan Services in the New York area. As one of the largest Registered Investment Advisor firms in the nation, Beacon Pointe works with institutions, defined contribution plans, individuals, and families to provide comprehensive financial planning and research-driven investments. With a focus on fiduciary responsibility and a holistic allWEALTH® approach, Beacon Pointe's team of investment advisors and financial planners address all aspects of clients' financial well-being, including wealth and retirement planning, estate and tax strategy planning, insurance reviews, charitable giving, education planning, and more. Their services also include values-based investing, life transition support, and multi-generational family wealth planning.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management is a renowned financial institution located at 10 Teleport Drive in New York, United States. Specializing in wealth management services, Merrill Lynch provides comprehensive financial planning, investment advice, and portfolio management to help clients achieve their financial goals. With a team of experienced financial advisors and a wide range of investment options, Merrill Lynch is dedicated to helping individuals and families grow and protect their wealth for the long term.
Bank of America Private Client Advisor John G Duane
Bank of America Private Client Advisor John G Duane is a Senior Vice President at Bank of America Private Bank in Brooklyn, New York. With a deep knowledge of complex financial concerns, John leads a team that delivers personalized wealth management strategies and services to high-net-worth families and individuals. His team includes experienced professionals such as a Relationship Manager, Portfolio Manager, Trust Officer, and other specialists. John is dedicated to helping clients navigate the challenges of managing significant wealth and strives to build strong client relationships based on trust and personal experience. The institution offers a personalized approach, drawing on the resources of Bank of America to help clients achieve their financial goals. Whether clients are looking to preserve wealth, build philanthropic legacies, or plan for future growth, Bank of America Private Bank prioritizes the goals of its clients. The institution values innovation and continually adapts to evolving markets and financial landscapes. Clients can expect disciplined financial strategies and a focus on providing a bridge across generations. It's important to note that Bank of America Private Bank does not provide legal, tax, or accounting advice. Clients should consult their own advisors before making financial decisions. Bank of America Private Bank does not serve in a fiduciary capacity with respect to all products or services, and fiduciary standards do not apply in certain situations.
Ashley Elezi - TD Wealth Relationship Manager
Ashley Elezi - TD Wealth Relationship Manager is a prestigious financial institution located at 2944 Gravesend Neck Road in New York, United States. As a dedicated Relationship Manager at TD Wealth, Ashley Elezi provides personalized financial guidance and expertise to clients seeking to grow and protect their wealth. With a strong commitment to building lasting relationships and delivering exceptional service, Ashley Elezi helps clients navigate the complexities of the financial world with confidence and peace of mind. Whether you are planning for retirement, investing for the future, or managing your assets, Ashley Elezi is here to help you achieve your financial goals.
Winthrop Partners
Winthrop Partners is a finance institution located at 295 Main Street in Buffalo, New York, serving the greater Western New York region. Specializing in fee-only financial advisory services, our team is dedicated to putting our clients' goals and objectives first. Led by Ryan Carney CFP®, we provide investment management services with a focus on New York state laws affecting taxes, investing, and wealth management. As fiduciaries, we are committed to acting in the best interest of our clients and do not accept compensation from third parties. Our core value of "We Invest In You Before You Invest With Us" underscores our dedication to prioritizing our clients' needs. Contact us to schedule a consultation with one of our fee-only investment advisors at our Buffalo office in the historic Ellicott Square building.
Hightower Advisors LLC/Hightower Buffalo
Hightower Buffalo is a boutique wealth management practice located at 747 Hopkins Road in Buffalo, New York, United States. Our team of professionals is dedicated to helping successful families and individuals achieve their financial goals with honesty, transparency, and integrity. With over 100 years of combined experience, we provide personalized financial planning strategies and investment solutions tailored to your interests and long-term objectives. As fiduciaries, we prioritize your best interests and strive to offer you a comprehensive view of your wealth through access to top-tier industry resources, research, and vendors. Our client-focused approach ensures that you receive excellent service, individualized attention, and trustworthy advice. Whether you are an individual, family, professional athlete, entertainer, corporation, or business owner, we are here to support your financial well-being and build a foundation of trust with you.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management, located at 50 Fountain Plaza in Buffalo, New York, is a finance institution that offers a wide range of wealth planning services to individuals, families, business owners, executives, and institutions. The experienced advisors at the branch provide financial strategies based on years of combined knowledge and expertise in wealth management. In addition to wealth planning advice, the advisors at Merrill Lynch Wealth Management can assist with retirement income planning, guidance on concentrated stock positions, traditional investments, and access to estate planning services through Bank of America. The branch is committed to client service and satisfaction, helping clients identify and achieve their personal and professional financial goals.
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