Financial advisors for individuals in New York City, New York

82 Financial is an insurance agency located at 77 South Greeley Avenue in Chappaqua, New York. Specializing in life, long-term care, and disability insurance, our team of experienced professionals is dedicated to helping clients protect their financial futures and provide peace of mind for themselves and their loved ones. With personalized service and a commitment to finding the best coverage options for each individual, 82 Financial is a trusted partner in navigating the complexities of insurance planning. Contact us today to learn more about how we can help you secure your financial well-being.

The Bank of America Financial Center located at 35 South Moger Avenue in Mount Kisco, New York is a full-service bank offering a wide range of financial services to individuals and businesses. Whether you need help with checking and savings accounts, mortgages, investments, or financial planning, our knowledgeable staff is here to assist you. With convenient hours and a convenient location, the Bank of America Financial Center is your one-stop shop for all your banking and financial needs in the Mount Kisco area.

Prudential Financial is a renowned health and insurance agency located at 401 Columbus Avenue in Valhalla, New York, United States. With a strong reputation for providing top-quality insurance products and services, Prudential Financial is committed to helping individuals and families protect their health and financial well-being. Their experienced team of professionals offers personalized guidance and support to help clients make informed decisions about their insurance needs. Whether you are looking for health coverage, life insurance, or retirement planning services, Prudential Financial has the expertise and resources to assist you in achieving your financial goals. Visit their office in Valhalla today to learn more about the comprehensive insurance solutions they offer.

Jerry Cohen is a trusted life insurance, benefits broker, and Medicare advisor located at 67 John Street in Port Jefferson Station, New York. As a health insurance agency, we specialize in helping individuals and families navigate the complex world of insurance and find the best coverage to meet their needs. With years of experience and a dedication to personalized service, Jerry Cohen is committed to providing expert guidance and support to ensure our clients have the protection and peace of mind they deserve. Contact us today to learn more about how we can help you secure your financial future.

New Equity Enterprises Inc is a finance institution located at 1845 Carter Avenue in New York, United States. We specialize in providing innovative financial solutions to our clients, helping them navigate the complexities of the financial world with ease. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through personalized service and expert advice. Whether you are looking to invest, secure a loan, or plan for your future, New Equity Enterprises Inc is here to help you every step of the way. Contact us today to learn more about how we can assist you in achieving financial success.

Franklin Allakpo New York Life is an insurance agency located at 120 White Plains Road in Tarrytown, New York. We specialize in providing a wide range of insurance products and services to meet the needs of individuals and families in the United States. Our team of experienced professionals is dedicated to helping clients protect their assets and plan for the future. Whether you are looking for life insurance, health insurance, or retirement planning services, we are here to assist you every step of the way. Visit us today to learn more about how Franklin Allakpo New York Life can help you secure your financial future.

Loretta De Simone - New York Life Agent is an insurance agency located at 777 Westchester Avenue, White Plains, New York, United States. They offer permanent policies with guaranteed death benefits and cash value that grows over time, as well as long-term coverage that is customizable to your needs and budget. Their services include investments in the market, assistance with everyday tasks, income replacement due to sickness or injury, and guidance on creating an estate plan. The institution has a diverse workforce and a commitment to giving back to communities through charitable initiatives. With over 12,000 agents nationwide, they provide tailored solutions to help you protect your family and secure your financial future. You can access resources and tools to help you plan for the future, and their financial strength ratings from major agencies reflect their commitment to policyholders.

New York Life Insurance is a reputable finance and insurance agency located at 1660 Walt Whitman Road in Melville, New York. As one of the largest and most trusted insurance companies in the United States, New York Life Insurance offers a wide range of insurance products and financial services to individuals and businesses. With a long history of providing reliable and comprehensive coverage, customers can trust New York Life Insurance to protect their assets and provide peace of mind for the future.

Lester Nils Himel is a highly experienced financial planner and retirement specialist located at 217 North Highland Avenue in Ossining, New York. As a Bank On Yourself Professional, he offers personalized financial planning services to help clients achieve their retirement goals. With a focus on providing comprehensive financial solutions, Lester Nils Himel is dedicated to helping individuals secure their financial future through strategic planning and investment management. Visit his office today to start planning for a secure and prosperous retirement.

Edward Jones - Financial Advisor: James P Kivlehan is a reputable finance institution located at 32 South Liberty Drive, Stony Point, New York, United States. With a focus on providing personalized financial services, James P Kivlehan offers expert advice and guidance to help clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to invest wisely, Edward Jones - Financial Advisor: James P Kivlehan is dedicated to helping you make informed decisions and secure your financial future.

Christopher Kuber, a financial consultant at Ameriprise Financial Services, LLC, located at 7 East Carver Street in Huntington, New York, offers personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. With a focus on retirement planning, education savings, and major purchases, Christopher works closely with clients to document their goals, track progress, and adjust strategies as life changes. Clients can access their investments and accounts from any device, securely track progress, and schedule complimentary initial consultations to discuss financial planning concepts. Christopher Kuber is registered to conduct securities business in select states and clients can verify his qualifications on FINRA's BrokerCheck website. Ameriprise Financial Services, LLC, a member of FINRA and SIPC, cannot guarantee future financial results but is committed to helping clients achieve their financial goals. Feel free to refer friends and family members for personalized financial guidance from Christopher Kuber.

Edward Jones - Financial Advisor: Robert S Madden II is a reputable financial institution located at 79 Broadway in Greenlawn, New York, United States. Specializing in finance, this institution offers expert advice and personalized financial planning services to help clients achieve their financial goals. With the guidance of experienced advisor Robert S Madden II, clients can feel confident in making informed decisions about their investments, retirement planning, and overall financial well-being. Trust Edward Jones to provide quality financial services tailored to your individual needs.

Edward Jones - Financial Advisor: Katherine Kanes, CFP® is a reputable financial institution located at 160 East Main Street in Huntington, New York. As a Certified Financial Planner®, Katherine Kanes offers expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones provides a comprehensive range of financial services to individuals and businesses. Whether you are planning for retirement, saving for a major purchase, or seeking to grow your wealth, Katherine Kanes and her team at Edward Jones are dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Anthony Fusaro, a financial advisor at Ameriprise Financial Services, LLC, located at 7 East Carver Street in Huntington, New York, offers personalized financial planning services tailored to your individual goals and risk tolerance. With a focus on retirement planning, education savings, and asset allocation, Anthony provides investment recommendations and portfolio management to help you achieve your financial objectives. Regular meetings and progress reviews ensure that your strategy remains aligned with your changing life circumstances. By accessing your accounts and investments online, you can track your progress towards your goals securely from any device. Visit FINRA's BrokerCheck website for background and qualification information. Schedule a complimentary initial consultation to learn more about how Anthony can help you reach your financial goals. Please note that securities business can only be conducted with residents of certain states where the advisor is registered. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, providing a secure and reliable platform for financial planning services.

Federmann Financial Advisors Inc is a finance institution located at 745 Route 25A in Rocky Point, New York, United States. Our team of experienced financial advisors is dedicated to helping clients navigate the complexities of financial planning and investment management. We offer personalized services tailored to meet the unique needs and goals of each individual or business. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Federmann Financial Advisors Inc is here to provide expert guidance and support. Contact us today to schedule a consultation and take the first step towards a secure financial future.

Thoroughbred Advisors is a reputable financial advisory firm located at 421 Troy-Schenectady Road in Latham, New York. Specializing in finance and insurance services, our team of experienced advisors is dedicated to helping clients achieve their financial goals and secure their future. With a personalized approach and a commitment to excellence, Thoroughbred Advisors is the trusted partner you need for all your financial planning needs. Contact us today to schedule a consultation and take the first step towards financial security.

Lecce Financial Services, LLC is a reputable finance institution located at 8 Southwoods Boulevard in Albany, New York, United States. We specialize in providing 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 and tailored solutions to meet the unique needs of our clients. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, Lecce Financial Services, LLC is here to help you every step of the way. Contact us today to schedule a consultation and see how we can help you secure your financial future.

Albany Financial Group is a premier finance institution located at 80 Wolf Road in Albany, New York, United States. With a team of experienced financial experts, we provide a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with wealth management, Albany Financial Group is here to guide you every step of the way. Our personalized approach and commitment to excellence make us a trusted partner for all your financial needs.

Bouchey Financial Group, Ltd. is a finance institution located at 1819 5th Avenue, Troy, New York, United States. At Bouchey Financial, we strive to make investing and financial planning clear and simple for our clients, so they can make confident decisions. Our team members come from diverse backgrounds, allowing us to build a client-centric organization focused on our clients' financial success. We adhere to the Certified Financial Planner Code of Ethics and the Certified Financial Planners Board of Standards Practice Standards, ensuring the highest level of professionalism and integrity in our services. Since 1995, we have been providing personalized wealth management services as an SEC Registered Investment Advisor, with nearly $1 billion in assets under management.

Cody Wojdyla, CFP® - Certified Financial Planner is a finance institution located at 18 Corporate Woods Boulevard in Albany, New York, United States. Specializing in financial planning for individuals and families in Glens Falls, Saratoga, Albany, and the Adirondacks, Cody helps clients create and manage game plans to achieve their financial, business, and life goals. As an independent advisor, Cody has the flexibility to choose from a wide range of investment and insurance companies to best meet the needs of his clients without any corporate pressure or sales goals. Operating as a fiduciary, Cody always prioritizes the goals and needs of his clients. The institution is affiliated with Rosemont Financial Group, with offices in Albany and Old Forge. Securities and Advisory services are offered through LPL Financial. Cody Wojdyla, CFP® is a Certified Financial Planner™ professional, authorized by the Certified Financial Planner Board of Standards, Inc. Website design and development by Mannix Marketing, Inc.

Robert J. McNamara Financial Consultants, located at 132 South Swan Street in Albany, New York, is a finance institution dedicated to helping individuals plan for their financial future with ease and confidence. While planning a vacation may seem more exciting, planning for retirement can often be overwhelming and intimidating. However, with the expert guidance of Robert J. McNamara Financial Consultants, you can approach your financial planning with excitement and anticipation. Our team is committed to helping you navigate the uncertainties and fears that often come with retirement planning, ensuring that you and your family can look forward to your upcoming years with confidence. We understand that financial planning is often overlooked, but it is one of the most important things you can do for yourself and your loved ones. With our assistance, you can achieve your future financial goals and enjoy peace of mind knowing that we have your back every step of the way.

Gretchen Meyer Financial is a reputable finance institution located at 3 Lear Jet Lane in Latham, New York, United States. With a team of experienced financial experts, we offer a wide range of services including investment planning, retirement planning, wealth management, and more. Our personalized approach ensures that each client receives tailored financial solutions to help them achieve their goals. Trust Gretchen Meyer Financial to provide you with expert advice and guidance to secure your financial future.

Rosemont Financial Group is a leading finance institution located at 18 Corporate Woods Drive in Albany, New York, United States. With a team of experienced professionals, Rosemont Financial Group offers a wide range of financial services including investment management, retirement planning, and wealth management. Whether you are an individual looking to grow your personal finances or a business seeking strategic financial solutions, Rosemont Financial Group is dedicated to helping you achieve your financial goals. Trust in Rosemont Financial Group for expert advice and personalized financial strategies tailored to your specific needs.

TruePlan Benefit and Retirement Advisors is a leading finance and insurance agency located at 1 Empire Drive in Rensselaer, New York, United States. With a team of experienced advisors, we specialize in helping individuals and businesses plan for their future by providing tailored benefit and retirement solutions. Whether you are looking to secure your financial future, protect your assets, or plan for retirement, TruePlan Benefit and Retirement Advisors is dedicated to helping you achieve your goals. Contact us today to schedule a consultation and start planning for a secure and prosperous future.

Greenbush Financial Group is a finance institution located at 159 Wolf Road in Albany, New York, United States. Specializing in financial planning and investment services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are planning for retirement, saving for college, or looking to grow your wealth, Greenbush Financial Group offers personalized solutions tailored to your individual needs. With a commitment to integrity and transparency, we strive to provide exceptional service and guidance to our clients to help them secure a stable financial future.

Goldman Sachs Ayco Personal Financial Management is a finance institution located at 100 Coliseum Drive in Cohoes, New York, United States. They offer personalized financial management services to help individuals and families achieve their financial goals. With a focus on wealth management, investment planning, and retirement strategies, Goldman Sachs Ayco Personal Financial Management provides expert guidance and tailored solutions to help clients secure their financial futures. Their team of experienced professionals is dedicated to delivering top-notch service and support to ensure their clients' financial success.

Merrill Lynch Financial Advisor Nicole Leonard, located at 26 Century Hill Drive in Latham, New York, is part of The Moloney - Leonard Group, dedicated to helping clients achieve their financial goals. With 85 years of combined financial services experience, the team at Merrill Lynch focuses on developing a customized financial approach for each client, placing them at the center of the wealth management process. The team at Merrill Lynch understands that each client's situation is unique and ever-changing. By getting to know clients personally and understanding their goals and priorities, they can provide thoughtful investment guidance aligned with what matters most to each individual. Through tools like the Investment Personality Assessment, they tailor financial strategies to suit each client's needs and preferences.

The Atrium Financial Group is a premier finance and insurance agency located at 1 Northwestern Boulevard in Albany, New York, United States. Our team of experienced professionals is dedicated to providing comprehensive financial services and tailored insurance solutions to meet the individual needs of our clients. With a focus on integrity, transparency, and personalized service, we strive to help our clients achieve their financial goals and protect their assets. Whether you are looking for investment advice, retirement planning, or insurance coverage, The Atrium Financial Group is here to help you navigate the complexities of the financial world with confidence and peace of mind.

Christopher L. Crocker, CES - Wealth Manager & Financial Planner is a leading finance institution located at 43 British American Boulevard in Latham, New York. With a focus on providing expert financial planning and wealth management services, Christopher L. Crocker and his team are dedicated to helping individuals and families achieve their financial goals. With years of experience and a commitment to personalized service, clients can trust in the expertise and professionalism of Christopher L. Crocker, CES - Wealth Manager & Financial Planner.

Merrill Lynch Financial Advisor Becky M Sciortino is a trusted institution located at 26 Century Hill Drive in Latham, New York, United States. With over 20 years of experience, Becky focuses on the wealth and health of her clients, viewing them as individuals with unique situations and aspirations rather than just portfolios. She assists a diverse range of clients, including successful business owners, corporate executives, retired individuals, and families. Becky's personal experiences have shaped her approach to financial planning, as she understands the importance of helping clients achieve their life dreams and navigate challenges such as illness, divorce, or job loss. Becky's expertise lies in retirement planning, income generation, wealth preservation, and growth strategies. She educates clients on important topics such as health, saving vs. spending, Social Security, and insurance. By coordinating with clients' CPAs and attorneys, Becky ensures that tax minimization and estate planning strategies are aligned. She also offers access to Bank of America for lending and banking services.