TOP 30 Financial advisor firm in New York, New York

2160 results found

The Financial Guys is an independent wealth management firm located at 319 West Main Street, Batavia, New York. They specialize in providing comprehensive financial solutions for individuals, families, and businesses. With a goal-based approach, they help clients develop investment strategies tailored to their risk tolerance and financial goals. The Financial Guys are dedicated to serving their clients' best interests and offer a wide range of financial products and services. They also support Western New York Veterans through donations. Securities are offered through Peak Brokerage Services, LLC and investment products and services are available to residents of select states. The firm regularly hosts workshops and events on various financial topics to educate and empower their clients. Visit their website for more information and to schedule a consultation.

Sandra Sam: Primerica - Financial Services is an insurance agency located at 5502 Avenue N in New York, United States. Our institution specializes in providing financial services to individuals and families, helping them secure their financial future through various insurance products. With a team of experienced professionals, we offer personalized solutions tailored to meet the unique needs of each client. Whether you are looking for life insurance, retirement planning, or investment advice, Sandra Sam: Primerica - Financial Services is here to help you achieve your financial goals. Contact us today to schedule a consultation and take the first step towards a secure financial future.

Donald Booth - Prudential Financial is a reputable finance and insurance agency located at 7090 Ridgewood Drive in Lockport, New York, United States. With a strong commitment to providing top-notch financial services and insurance products, our team of professionals is dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking for investment advice, retirement planning, or insurance coverage, Donald Booth - Prudential Financial is here to provide personalized solutions tailored to your specific needs. Contact us today to schedule a consultation and take the first step towards financial security and peace of mind.

Timothy Talbot - Prudential Financial is a reputable finance and insurance agency located at 6430 Transit Road in Depew, New York. With a commitment to providing top-notch financial services and insurance solutions, Timothy Talbot and his team strive to help clients achieve their financial goals and secure their future. Whether you are looking for investment advice, retirement planning, or insurance coverage, you can trust Timothy Talbot - Prudential Financial to provide expert guidance and personalized solutions tailored to your specific needs. Visit their office today to start planning for a more secure financial future.

Lennox James Jeffrey: Primerica - Financial Services is a reputable finance and insurance agency located at 163-10 Northern Boulevard in New York, United States. With a focus on providing top-notch financial services, our institution is dedicated to helping individuals and families achieve their financial goals. Whether you are looking for investment advice, retirement planning, or insurance solutions, our team of experts is here to assist you every step of the way. Trust Lennox James Jeffrey: Primerica - Financial Services for all your financial needs.

USB Agency Tax & Financial Services is a reputable institution located at 180 Schwenk Drive in Kingston, New York. Specializing in accounting and finance services, our team of experts is dedicated to helping individuals and businesses with their tax and financial needs. From tax preparation to financial planning, we provide personalized and professional services to ensure our clients achieve their financial goals. Contact us today to learn more about how we can assist you with your tax and financial needs.

Threehouse Law Firm, P.C. is a legal institution located at 154 North Union Street in Olean, New York, United States. Our firm focuses on providing high quality legal services tailored to meet the core needs of you and your family. Specializing in estate planning, asset protection, elder law, probate & trust administration, and Medicaid qualification, we are here to support you through the process of planning your estate, navigating the sickness of a loved one, or managing a loved one's affairs after their passing. At Threehouse Law Firm, we understand that these areas of law can be complex and often arise during challenging times. That's why we emphasize a team approach, working alongside your trusted advisors and professionals to ensure that your goals are met and your planning objectives are satisfied without unnecessary complication. We welcome financial advisors, CPA's, and insurance professionals to attend our free workshops and meetings to help you achieve peace of mind.

Shah CPA Firm, PLLC and Shah Law Firm, PLLC are two professional institutions located at 2033 Penfield Road in Penfield, New York. Specializing in accounting, finance, and legal services, these firms offer a comprehensive range of expertise to meet the needs of individuals and businesses alike. With a commitment to excellence and a focus on client satisfaction, Shah CPA Firm and Shah Law Firm provide top-notch services in tax preparation, financial planning, legal consultations, and more. Whether you require assistance with your finances or legal matters, you can trust the experienced professionals at these firms to provide expert guidance and support.

Harmony Financial Services, located at 35 East 1st Street in Oswego, New York, is a finance institution led by Robert Rolfe, a dedicated Financial Advisor. Their mission is to help clients achieve long-term financial success through personalized programs that focus on growing, protecting, and conserving wealth. Before recommending any financial products or courses of action, Harmony Financial Services takes the time to fully understand each client's goals and objectives. They believe that asset allocation based on individual attributes, circumstances, and risk tolerance is the key to successful investing.

Stickel Financial Services is a reputable accounting and finance institution located at 134 Haley Street in Watertown, New York, United States. Our dedicated team of professionals is committed to providing top-notch financial services to individuals and businesses alike. Whether you need assistance with tax preparation, financial planning, or investment management, Stickel Financial Services has the expertise and experience to help you achieve your financial goals. Contact us today to learn more about how we can assist you with all your accounting and finance needs.

Bowers CPAs & Advisors is a leading accounting and finance institution located at 1120 Commerce Park Drive in Watertown, New York, United States. Our team of experienced professionals offers a wide range of financial services including tax preparation, auditing, consulting, and financial planning. With a commitment to excellence and personalized service, we strive to help our clients achieve their financial goals and navigate complex financial challenges. Contact us today to learn more about how we can help you with your accounting and finance needs.

Sakhizada Law Firm is a prestigious finance and legal institution located at 200 Broadhollow Road in Melville, New York. Our team of experienced lawyers specialize in a wide range of practice areas, including corporate law, real estate law, and estate planning. We are dedicated to providing our clients with top-notch legal services and strategic financial advice to help them navigate complex legal issues. With a commitment to excellence and professionalism, Sakhizada Law Firm is your trusted partner in achieving your legal and financial goals.

Krueger Advisors, LLC is a finance institution located at 2611 Brewerton Road in Syracuse, New York, United States. Led by Terri E. Krueger, ChFC (Chartered Financial Consultant), our team is dedicated to helping you understand the financial concepts related to insurance, investing, retirement, estate planning, and wealth preservation. We believe in the value of working with skilled professionals to achieve your financial goals. On our website, you can find informative videos and resources to educate yourself on financial planning. We offer access to market performance and data, as well as investment advice through LPL Financial, a Registered Investment Adviser, and Private Advisor Group, a registered investment advisor. Please note that Krueger Advisors LLC and Private Advisor Group are separate entities from LPL Financial.

Principal Financial Group is a finance and insurance agency located at 200 Salina Meadows Parkway in Syracuse, New York, United States. Our institution is dedicated to helping individuals protect what matters most through insurance. With us, you can easily download tax forms and get your top questions answered with just a few clicks. As the presenting sponsor of the women’s and men’s John R. Wooden Award and Legends of Coaching Award, we celebrate expertise, excellence, and equality in sports. We aim to help you protect your life and wages so that your loved ones can continue moving forward, regardless of what life throws at you.

TIAA Financial Services is a leading financial institution located at 250 South Clinton Street in Syracuse, New York. As a trusted bank, finance, and insurance agency, TIAA offers a wide range of services to help individuals and businesses achieve their financial goals. With a strong reputation for excellence and customer service, TIAA is committed to providing innovative solutions and personalized guidance to help clients secure their financial future. Visit TIAA Financial Services today to experience the difference in financial planning and management.

Lisa Miller | Equitable Advisors is a finance institution located at 120 Madison Street in Syracuse, New York, United States. As a trusted advisor, Lisa Miller provides personalized financial planning and investment strategies to help clients achieve their financial goals. With a focus on equitability and transparency, Lisa Miller and her team offer expert guidance and support to individuals and families looking to secure their financial future. Whether you are planning for retirement, saving for a major purchase, or seeking to grow your wealth, Lisa Miller | Equitable Advisors is dedicated to helping you navigate the complex world of finance with confidence.

Merrill Lynch Financial Advisor Peter J Simmonds is a reputable financial institution located at 205 South Salina Street in Syracuse, New York. Specializing in finance, the institution offers expert advice and services to help clients achieve their financial goals. With a focus on personalized financial planning and investment strategies, Peter J Simmonds and his team provide tailored solutions to meet the unique needs of each individual or business. Trustworthy and experienced, Merrill Lynch Financial Advisor Peter J Simmonds is dedicated to helping clients navigate the complexities of the financial world with confidence and peace of mind.

HighPoint Advisors is a finance and insurance agency located at 5900 North Burdick Street in East Syracuse, New York. Our team of experienced Financial Advisors & Planners, and Investment Management professionals are dedicated to building long-term relationships with our clients. We offer personalized financial services to individual, family, and business clients, providing ongoing support and guidance for all their financial decisions. Our advisors have extensive experience and impressive credentials, ensuring that our clients receive top-notch service tailored to their specific needs. From investment decisions to retirement planning, we are committed to helping our clients navigate all phases of life. With a comprehensive range of services, HighPoint Advisors is one of the most complete financial services firms in Syracuse and the surrounding areas. Contact us today to learn more about how we can help you achieve your financial goals.

Morgan Stanley Financial Advisors is a leading finance institution located at 106 Business Park Drive in Utica, New York, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies and comprehensive wealth management services. With a focus on building long-term relationships based on trust and integrity, we strive to provide our clients with the guidance and support they need to navigate the complexities of the financial world. Whether you are planning for retirement, saving for education, or looking to grow your wealth, Morgan Stanley Financial Advisors is here to help you every step of the way.

Western New York Financial Group is a leading finance institution located at 560 Delaware Avenue in Buffalo, New York. Our team of experienced financial professionals is dedicated to providing top-notch financial services and solutions to individuals and businesses in the Western New York region. Whether you are looking for investment advice, retirement planning, or insurance products, we are here to help you achieve your financial goals. Visit us today and let us guide you towards a secure financial future.

Merrill Lynch Financial Advisor Sally D Abell is a finance institution located at 50 Fountain Plaza in Buffalo, New York, United States. Sally D Abell, CFA® is the Vice President and Wealth Management Advisor with over 30 years of experience in the financial services industry. She specializes in custom managing portfolios for high net worth individuals and their families to help generate cash flow and increase client wealth. Sally helps clients determine long term financial goals and implements customized investment strategies, such as retirement income planning using options. As a qualified Portfolio Manager, she can build and manage personalized strategies incorporating individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. Sally is a graduate of State University of New York at Buffalo and earned the Chartered Financial Analyst® (CFA®) designation in 1996.

Waterford Advisors, LLC is a finance institution located at 3858 North Buffalo Street in Orchard Park, New York, United States. Our experienced team of advisors offers personalized financial solutions to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, Waterford Advisors, LLC is dedicated to providing expert guidance and support. Contact us today to learn more about how we can help you secure your financial future.

Allied Financial Partners is a leading accounting and finance institution located at 501 John James Audubon Parkway in Amherst, New York, United States. With a team of experienced professionals, Allied Financial Partners provides a wide range of financial services including tax preparation, bookkeeping, financial planning, and more. Whether you are an individual looking for personal financial guidance or a business in need of accounting expertise, Allied Financial Partners is dedicated to helping you achieve your financial goals. Contact us today to learn more about how we can assist you with your financial needs.

Vision Financial Group, located at 6500 Sheridan Drive in Buffalo, New York, is a finance institution dedicated to helping individuals achieve their financial goals. With over 250 experienced financial professionals spread across Western, Central, and Upstate New York, there is a representative ready to assist you in your community. Our team is committed to understanding your vision for the future so that we can create a personalized financial plan that supports your dreams and aspirations. We understand that navigating finances can be complex, which is why we strive to provide a balance between risk and opportunity tailored to your unique situation.

Fahey Financial is a leading finance institution located at 5500 Main Street in Williamsville, New York, United States. With a team of experienced professionals, Fahey Financial offers a wide range of financial services including investment management, retirement planning, and wealth management. Whether you are an individual looking to grow your wealth or a business seeking financial guidance, Fahey Financial is dedicated to helping you achieve your financial goals. Trust Fahey Financial for expert advice and personalized solutions to secure your financial future.

Johnson & Ghirsig Wealth Advisors is a reputable finance institution located at 10255 Main Street in Clarence, New York, United States. With a team of experienced financial advisors, they offer a wide range of wealth management services to help clients achieve their financial goals. Whether you are looking to plan for retirement, invest in the stock market, or create a comprehensive financial plan, Johnson & Ghirsig Wealth Advisors is dedicated to providing personalized and professional guidance to help you make informed decisions about your finances. Visit their office today to start building a secure financial future.

Merrill Lynch Financial Advisor Gerald R Jack, located at 6245 Sheridan Drive, Williamsville, New York, United States, offers personalized financial strategies tailored to help clients pursue their long-term goals. With a focus on understanding each client's unique aspirations and priorities, the institution works one-on-one to develop customized plans for wealth management, retirement planning, education funding, and more. Utilizing the Investment Personality Assessment, Merrill Lynch aims to gain a deeper understanding of each client's investing preferences and goals, in order to create a financial approach that aligns with their individual needs. The institution's team of experienced professionals is dedicated to building strong client relationships based on trust and personalized service, with access to the investment insights of Merrill and banking solutions from Bank of America.

Sherwood Financial Management is a fee-only financial planning and wealth management firm located at 8463 Sheridan Drive in Williamsville, New York. Our goal is to help you live your best life today while planning responsibly for tomorrow. As a professional and small business owner, our founder Tracy Sherwood understands the demands on your time and the challenges of managing both business and personal finances. We offer services to help you navigate unexpected changes, minimize taxes, and invest wisely. With a focus on building relationships and trust, we work with clients to achieve financial clarity, make informed decisions, and reach their personal goals. Our team of certified financial planners adheres to the highest standards of competence, ethical behavior, and professionalism. Contact us at (716) 302-4265 or email tracy@sherwoodfinancialmanagement.com to schedule an appointment and start planning for your financial future.

Germack Financial is a reputable finance institution located at 9401 Watercure Road in Nunda, New York, United States. With years of experience and a team of knowledgeable professionals, Germack Financial offers a wide range of financial services to individuals and businesses. Whether you need help with investments, retirement planning, or estate planning, Germack Financial is dedicated to providing personalized solutions to help you achieve your financial goals. Trust Germack Financial to provide expert guidance and support for all your financial needs.

Allied Financial Partners is a leading accounting and finance institution located at 199 South Main Street in Perry, New York, United States. With a team of experienced professionals, we provide a wide range of financial services to individuals and businesses. Our services include tax preparation, financial planning, investment management, and more. We are dedicated to helping our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how we can assist you with your financial needs.