The 30 Best Financial advisor recommendations in New York City, New York

The Captiva Group is a finance institution located at 500 Stony Brook Court in Newburgh, New York, United States. They offer a flexible and customizable planning approach to help investors thrive and succeed. The institution provides insights from Wells Fargo Investment Institute’s 2024 outlook for the economy, equities, fixed income, real assets, and alternative investments. Please note that by visiting their website, you will be leaving the Wells Fargo Advisors website and entering a privately owned site that is not affiliated with Wells Fargo Advisors or its companies. It is recommended to review the third-party's policies and terms and conditions before proceeding.

Northwestern Mutual Harlem is a finance institution located at 1825 Park Avenue in New York City. As a branch of the renowned Northwestern Mutual company, we provide a wide range of financial services to help individuals and businesses achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized solutions and expert advice to help our clients secure their financial future. Whether you are looking for insurance, investment strategies, or retirement planning, Northwestern Mutual Harlem is here to help you every step of the way. Visit us today to learn more about how we can assist you in achieving financial success.

Brunch & Budget is a finance institution located at 159 20th Street in New York, United States. Imagine feeling in total control of your finances and having clarity on your financial future. Book a one-on-one virtual brunch with us to find out how! Our 10 Focused Weeks program includes 5 Strategy Calls with 2 specialized coaches to create a personalized financial plan for you. Build generational wealth through both good and hard times with our expert guidance. Gain access to over 30 workshop videos covering topics such as investing, saving, credit, debt, buying a home, freelance life, and more. Please note that the information provided on our website is general in nature and should not be considered financial advice. We recommend consulting a financial planner before making any decisions. Legal or tax advice should be sought from an attorney or tax professional. Let us help you take control of your financial future today!

Harness Tax is an accounting and finance institution located at 520 Broadway in New York, United States. Our goal is to help tax advisors optimize their practice with advanced software, in-house client success managers, high-value client introductions, and a professional community all in one place. Our intuitive client engagement portal allows for collaboration and automation of accounting workflows, document uploads, questionnaires, payments, and third-party integrations. We also provide curated, high-value client introductions to help you grow your tax practice.

Jackson Hewitt Tax Service is a finance institution located at 28-17 Steinway Street in New York, United States. Perfect for those with busy lives, you can simply drop off your tax documents and a Tax Pro will take care of the rest, including a quick call to review your final return and convenient e-signing. We offer appointments for in-person tax preparation, drop-off tax preparation, and assistance with IRS letters. To ensure personalized service, we recommend booking an appointment online or calling us at (718) 932-4000 to reserve time with a Tax Pro. Walk-ins without appointments are also welcome at our 28-17 Steinway Street office.

Jackson Hewitt Tax Service is a finance institution located at 3582 Broadway in New York, New York, United States. Our Tax Pros are dedicated to helping you get your biggest refund, even though our tax advance loans have ended this year. Our services are perfect for busy lives - simply drop off your tax documents and a Tax Pro will take care of the rest, including a quick call to review your final return and convenient e-signing. Our Tax Pros at this location are proficient in Spanish and are ready to assist Spanish-speaking clients. While Refund Advance loans are no longer available this year, we offer appointments for in-person tax preparation, drop-off tax preparation, and help with IRS letters. Early Refund Advance was available at select locations from December 11, 2023, until January 14, 2023, and No Fee Refund Advance was available at most locations from January 2, 2024, until February 11, 2024.

Jackson Hewitt Tax Service located at 2453 7th Avenue in New York, New York, United States, is a finance institution dedicated to helping individuals with their tax preparation needs. While their tax advance loans are no longer available this year, their team of Tax Pros is ready to assist you in maximizing your refund. Their services are perfect for those with busy lives, as you can simply drop off your tax documents and a Tax Pro will handle the rest, including a quick call to review your final return and convenient e-signing. The Tax Pros at this location are proficient in Spanish, making it convenient for Spanish-speaking clients to receive assistance.

Jackson Hewitt Tax Service located at 2479 Grand Concourse in New York, United States, is a finance institution that is dedicated to helping individuals maximize their tax refunds. While their tax advance loans have ended for the year, their team of Tax Pros is ready to assist you in getting your biggest refund possible. Whether you prefer in-person tax preparation, drop-off services, or need help with IRS letters, Jackson Hewitt Tax Service has you covered. Their Tax Pros are fluent in both English and Spanish, making it convenient for Spanish-speaking clients to receive assistance. While Refund Advance loans are no longer available this year, Jackson Hewitt Tax Service offers a variety of services to help you with your tax needs. It is recommended to schedule an appointment online or by phone to ensure you receive personalized attention from a Tax Pro, but walk-ins are also welcome at their Grand Concourse office.

Located at 3121 Ocean Avenue in New York, Eco-Tax, Inc. is a leading accounting and finance institution that has been dedicated to supporting and facilitating the growth of small businesses since 2002. By combining technology and expertise, Eco-Tax provides accessible, time-saving, and budget-friendly financial services to help businesses thrive. The institution goes beyond just crunching numbers, offering strategic advisors who utilize the latest technology, including artificial intelligence and machine learning, to increase bottom lines and accelerate business growth. Eco-Tax specializes in bookkeeping, payroll, taxes, and more, customizing plans to fit each client's unique needs and budget.

Jackson Hewitt Tax Service, located at 4015 White Plains Road in New York, United States, is a finance institution dedicated to helping individuals maximize their tax refunds. While their tax advance loans have ended for the year, their Tax Pros are still available to assist you in getting the most out of your return. Their services are perfect for those with busy schedules, as you can simply drop off your tax documents and let a Tax Pro handle the rest. They will review your final return with you over a quick call and provide convenient e-signing options.

College Planning Services, Inc. is a premier institution located at 111 East 85th Street in New York, New York, United States. As a leading school and university, we specialize in providing comprehensive college planning services to help students navigate the complex and competitive world of higher education. Our experienced team of advisors offers personalized guidance and support to ensure each student achieves their academic and career goals. From selecting the right college to securing financial aid, College Planning Services, Inc. is dedicated to helping students succeed in their educational journey.

Independent Insurance Agents is a reputable insurance agency located at 5784 Widewaters Parkway in Syracuse, New York. As independent agents, we work with a variety of insurance companies to provide our clients with personalized coverage options that meet their specific needs. Our experienced team is dedicated to helping individuals and businesses find the right insurance policies at competitive rates. Whether you are looking for auto, home, life, or business insurance, our agents are here to assist you every step of the way. Visit us today to discuss your insurance needs and get a quote tailored to you.

Marc Scherrer - State Farm Insurance Agent is a trusted insurance agency located at 2161 Sheridan Drive in Tonawanda, New York. With over 27 years of insurance experience, Marc Scherrer is dedicated to helping the community of Erie County with all their insurance needs. Whether you're looking for Home and Auto, Renters, or Life insurance, the knowledgeable team at Marc Scherrer's office will ensure you find the coverage that fits your needs. The agency also offers insurance for snow mobiles, boats, ATVs, camping trailers, and motorhomes. They are committed to providing exceptional service to both existing and new customers, helping them choose the correct policies for themselves and their loved ones. Serving areas such as Tonawanda, Buffalo, Kenmore, Williamsville, and more, the team at Marc Scherrer Agency has over 65 years of combined experience in helping the people of Erie County with their insurance needs.

Maranto Agency, Inc. is an insurance agency located at 36 Hopkins Road in Buffalo, New York, United States. Our team of advisors takes the time to understand your individual needs, whether it's for your family or your business, before recommending policies from reputable insurance companies. We prioritize both price and protection to ensure you get coverage that fits your budget and lifestyle without sacrificing quality. Our financial insurance consultants are here to help you plan for your financial future and provide comprehensive coverage for your pets' health, including accidents, illnesses, and preventive care. With over 40 years of experience serving Western New York families and businesses, we have built a reputation for excellent coverage and customer service.

Michele Proietti - State Farm Insurance Agent is a reputable insurance agency located at 3140 Sheridan Drive, Amherst, New York, United States. At this institution, online auto quotes are not available, so customers are encouraged to call or text during regular business hours for assistance. To celebrate Women's History Month, the agency is giving away a gift basket featuring products from women-owned businesses in Western New York. Michele Proietti, the local State Farm Agent, has over two decades of insurance experience and is dedicated to helping policyholders in Amherst, Buffalo, Williamsville, Tonawandas, Niagara Falls, and beyond. The agency also has a second location in Williamsville. The team at Michele Proietti Agency is committed to providing personalized insurance solutions to protect customers' income and assets. They offer a range of insurance products including auto, life, homeowners, small business, and pet insurance. The agency's staff, including Alicia, Jasmine, and Lee Ann, are experienced professionals who are passionate about helping customers find the right coverage. State Farm insurance products are underwritten by State Farm Life Insurance Company and State Farm Life and Accident Assurance Company. Additionally, deposit products are offered by U.S. Bank National Association, and credit card services are provided by U.S. Bank National Association under a license from Visa U.S.A. Inc. Customers are advised to consult with their State Farm agent regarding pre-existing conditions or any changes in their insurance policies. State Farm is not responsible for the content of third-party sites and recommends consulting a tax or legal advisor for personalized advice.

Ed Tasker - State Farm Insurance Agent is a trusted insurance agency located at 1580 Elmwood Avenue in Rochester, New York. With ample parking and accessibility for all, our team is dedicated to providing top-notch insurance solutions for auto, homeowners, renters, life insurance, and more. Our agency is led by Ed Tasker, a former U.S. Naval Officer who brings a wealth of experience and dedication to serving our community. Ed and his team are committed to earning your confidence and business by providing personalized insurance solutions tailored to your needs.

Jim DeMaio - State Farm Insurance Agent is a reputable insurance agency located at 246 Main Street in New Paltz, New York. With 20 years of experience serving State Farm customers and the local community, Jim DeMaio and his team are dedicated to helping people protect themselves and their families with a wide range of insurance products. They are actively involved in giving back to the community through support of local youth sports, school programs, and various organizations. The agency offers services including Car Insurance, Homeowners Insurance, Renters Insurance, Life Insurance, and Business Insurance throughout New Paltz, Ulster County, The Hudson Valley, and the entire State of New York. The friendly and knowledgeable team at Jim DeMaio - State Farm Insurance Agent is committed to assisting clients with all their insurance and financial services needs.

Michelle Laglenne-Spronck - State Farm Insurance Agent is a reputable insurance agency located at 1160 East Jericho Turnpike in Huntington, New York. As we approach the holidays of Passover and Easter, it's crucial to consider your insurance needs to ensure that you and your loved ones are adequately protected. Whether you're traveling, hosting gatherings, or engaging in holiday activities, reviewing your insurance coverage is essential. At our agency, we offer a variety of insurance options including car insurance, homeowners' insurance, life insurance, and business insurance. Our dedicated team is committed to providing you with competitive insurance products and exceptional service to meet your unique needs. We prioritize protecting your family, friends, and assets by offering comprehensive coverage at competitive costs.

Welcome to Manizha Parand - State Farm Insurance Agent located at 160 Adams Avenue, Hauppauge, New York. Our insurance agency is conveniently situated at the corner of Adams Ave and Commerce Drive, next to the Sexy Salad and Dunkin Donuts. We are here to serve all your insurance needs in the State of New York, with a focus on the Long Island area including towns like Brentwood, Central Islip, Bayshore, Commack, Smithtown, and more. At our agency, we offer a variety of insurance services including auto insurance, motorcycle insurance, boat insurance, homeowners insurance, renters insurance, umbrella insurance, business insurance, and life insurance. We also provide information on preventing car theft, caring for your pets, and safe driving tips for rural roads.

Greg D'Amico - State Farm Insurance Agent is a reputable insurance agency located at 1026 Park Boulevard in Massapequa Park, New York, United States. Greg D'Amico holds a BBA in Finance from Hofstra University and a Juris Doctor from Touro Law School, both with honors. With a background as a former State Farm Claim Representative, Greg is well-equipped to help clients with their insurance needs. Specializing in various insurance products such as homeowners, auto, business, life, renters, and more, Greg and his team are dedicated to helping individuals manage risks, recover from unexpected events, and achieve their dreams. Whether you need coverage for your boat or yacht, assistance with estate planning, or advice on auto maintenance, Greg D'Amico is here to help.

Plan With Phil - Life Insurance & Disability Insurance is a finance and insurance agency located at 36-50 Main Street, New York, United States. We believe that life insurance is essential for a solid financial plan, and we offer a variety of options to fit your needs and budget. Our team of experienced professionals will provide personalized recommendations to help you protect your income and assets. Whether you are looking for term life insurance, whole life insurance, or disability insurance, we have got you covered. We understand that life is unpredictable, and having the right protection in place can provide security for you and your loved ones. Don't wait until it's too late - contact Plan With Phil today to get started on securing your financial future.

On Your Team Insurance Agency is a trusted insurance agency located at 1733 North Ocean Avenue, Medford, New York, United States. We are dedicated to providing personalized insurance solutions to meet the unique needs of our clients. Our team of experienced agents are committed to helping you protect what matters most, whether it's your home, car, business, or loved ones. With a focus on customer service and building long-lasting relationships, we strive to be your go-to source for all your insurance needs. Contact us today to see how we can be on your team.

Omni Life Associates Inc is a reputable insurance agency located at 375 North Broadway in Jericho, New York, United States. With a focus on providing comprehensive insurance solutions to individuals and businesses, Omni Life Associates Inc offers a wide range of insurance products tailored to meet the unique needs of each client. Their team of knowledgeable and experienced insurance professionals is dedicated to helping clients protect what matters most to them. Whether you are looking for personal insurance coverage or commercial insurance solutions, Omni Life Associates Inc is committed to providing exceptional service and peace of mind to their valued clients.

John Hancock Life is an insurance agency located at 1600 Stewart Avenue, Westbury, New York, United States. With a focus on financial advisory services that offer a personal touch, we believe in making life insurance a fundamental part of a longer, healthier, and better life. For over 160 years, we have been dedicated to honesty, reliability, and customer commitment. By combining our longstanding reputation with cutting-edge innovation, we are transforming the insurance industry. Our mission is to help partners build their life insurance businesses and protect their clients' most important assets. Through our partnership with GRAIL, eligible John Hancock Vitality members can access the Galleri test, a powerful multi-cancer early detection tool. We offer a variety of products that provide real value for the life of the policy.

Jeff Dukat - State Farm Insurance Agent is an insurance agency located at 4914 West Genesee Street in Camillus, New York, United States. The CEO, Jeff Dukat, has been a State Farm Agent since 1999 and has a background as a State Farm Claim Representative. He is a proud supporter of local running races for charity and youth athletic programs. Jeff Dukat is a father of five children and a lifelong resident of Upstate New York. The institution offers various insurance products such as life insurance and annuities issued by State Farm Life Insurance Company, as well as deposit products offered by U.S. Bank National Association. They also provide pet insurance products underwritten by American Pet Insurance Company and ZPIC Insurance Company.

Michele Proietti - State Farm Insurance Agent is a local insurance agency located at 4140 Sheridan Drive, Williamsville, New York, United States. Unfortunately, online auto quotes are not available at this time, but you can contact the office during regular business hours for assistance. Michele Proietti has over two decades of insurance experience and is dedicated to serving policyholders in Amherst, Buffalo, Williamsville, Tonawandas, Niagara Falls, and more. To celebrate Women's History Month, the agency is giving away a gift basket showcasing women-owned businesses in Western New York. Michele Proietti and her team are actively involved in the local community, participating in events such as the Annual University United Festival and supporting organizations like the Niagara Police Athletic League.

Nationwide Insurance: Kevin K Conley is an insurance agency located at 2521 Niagara Falls Boulevard in Buffalo, New York, United States. With a focus on providing a wide range of insurance products and services, this institution is dedicated to helping individuals and businesses protect their assets and plan for the future. Kevin K Conley and his team of experienced professionals are committed to providing personalized customer service and finding the best insurance solutions to meet the unique needs of each client. Whether you are looking for auto, home, life, or business insurance, Nationwide Insurance: Kevin K Conley is here to help you navigate the complex world of insurance and secure your peace of mind.

Dennis O'Kane - State Farm Insurance Agent is an insurance agency located at 81-01 Eliot Avenue in New York, United States. At our institution, we prioritize keeping you and others safe on the road by helping you kick bad driving habits to the curb. We understand the unique risks of rural road driving, which may feel safe and relaxing but are shared with farm vehicles. We provide tips to help you navigate these roads safely. For your protection, we advise against including sensitive personal information such as social security numbers, credit/debit card numbers, or health/medical information in your communications with us. If you are having difficulty accessing our website using a screen reader, please call us at (718) 429-7781 for assistance.

Located at 24 Wolcott Road in Levittown, New York, Farmers Insurance - Raffay Abid is your local insurance agency serving East Meadow, Hicksville, and surrounding areas. With over 31 years of industry experience, Raffay Abid is dedicated to helping customers like you find the best insurance solutions for your needs. From auto and homeowners insurance to business and contractors insurance, the experienced staff at this agency is here to answer all your questions and provide personalized recommendations. They take the time to understand your lifestyle and assets to ensure you have the right coverage without any unnecessary costs. Conveniently located near Hempstead Turnpike and Wantagh State Parkway, the agency is actively involved in the Levittown community and looks forward to welcoming you. Whether you need car insurance, home insurance, life insurance, renters insurance, business insurance, or recreational insurance, Farmers Insurance - Raffay Abid has you covered. Contact them today to start building a secure financial plan for your future.

College & Company LLC is a premier college admissions consulting firm located at 125 Lake Avenue in Saratoga Springs, New York. Our team of experienced consultants is dedicated to helping students navigate the complex the stressful college application process. Our personalized approach to admissions consulting ensures that each student receives individualized attention and guidance tailored to their unique interests, goals, and strengths. From selecting the right colleges to crafting compelling applications, we are committed to helping students achieve their academic and career aspirations.