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TOP 30 Financial asset brokerage in New York, NY
63 results found
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Hardy Financial Strategies
Hardy Financial Strategies is a finance and insurance agency located at 303 South Broadway in Tarrytown, New York, United States. Our institution is dedicated to helping clients take a proactive approach to their personal financial situation. We offer services in investing, insurance, retirement planning, estate planning, and wealth preservation. Our website is designed to provide valuable information on financial concepts and educate you on the services we offer. We are committed to providing personalized service and attention to each client. We encourage you to explore our site regularly for updated information and to refer those who could benefit from our services.
Branch Financial Services, Inc
Branch Financial Services, Inc is a finance institution located at 21 Bennetts Road in Setauket- East Setauket, New York, United States. We offer a range of financial services including securities and advisory services through Cetera Advisor Networks LLC, a member of FINRA and SIPC. Additionally, we are a Registered Investment Advisor offering advisory services. Our team of licensed professionals can provide brokerage services, investment advisory services, or a combination of both. We are licensed to sell insurance products in multiple states and registered to sell securities in various states as well. Visit our website to watch interesting videos and learn more about our services.
Merrill Lynch Financial Advisor Robert J Tarpey
Merrill Lynch Financial Advisor Robert J Tarpey is a finance institution located at 360 Hamilton Avenue, White Plains, New York, United States. The institution focuses on building personalized relationships with clients to help them identify and prioritize their financial goals. By listening and understanding each client's unique needs, the advisors at Merrill Lynch aim to create customized financial approaches that align with their aspirations. Drawing upon behavioral finance research, Merrill Lynch offers an Investment Personality Assessment to gain a deeper understanding of how clients think and feel about investing. This assessment helps in developing tailored financial strategies that can help clients pursue their goals effectively. The institution believes in regularly updating and revisiting financial approaches to reflect changes in clients' lives and the market.
Newhouse Financial and Insurance Brokers
Newhouse Financial and Insurance Brokers is a trusted health and insurance agency located at 800 Westchester Avenue in Rye Brook, New York. We specialize in providing comprehensive financial and insurance solutions tailored to meet the individual needs of our clients. Our experienced team of brokers is dedicated to helping you navigate the complex world of insurance and financial planning, ensuring that you have the coverage and security you need. Whether you are looking for health insurance, life insurance, or retirement planning services, we are here to help you every step of the way. Contact us today to schedule a consultation and let us help you secure your financial future.
Nesconset Brokerage Inc
Nesconset Brokerage Inc is an insurance agency located at 309 Smithtown Boulevard in Nesconset, New York. They specialize in saving clients money on auto insurance for all types of vehicles, offering competitive rates and superior coverage. Additionally, they provide home insurance to protect valuable assets, business insurance to safeguard against risks, and commercial vehicle insurance for trucks, buses, and fleets. Their motorcycle insurance coverages are designed by experts who understand the needs of riders, while their boat and personal watercraft insurance options cater to a wide range of watercraft. Nesconset Brokerage Inc is known for their responsiveness, with calls always returned quickly and excellent follow-up.
ZRM Brokerage, Inc.
ZRM Brokerage, Inc. is a premier insurance agency located at 980 Broadway in Thornwood, New York, United States. We specialize in providing insurance services for businesses, nonprofits, and highly successful families. Our goal is to simplify the process of making informed insurance decisions and reducing your total cost of risk through our risk management advisory. At ZRM Brokerage, we believe in helping you select the right insurance policy to improve your sustainability and protect what matters most, whether at work or at home. We offer a wide range of high-quality insurance products and services from the nation's top insurance carriers, tailored to meet your unique needs.
Merrill Lynch Financial Advisor Zachary P Haggas
Merrill Lynch Financial Advisor Zachary P Haggas is a finance institution located at 69 State Street, Albany, New York, United States. The H Group, of which Zachary P Haggas is a part, believes in building strong relationships through teamwork and involvement. They provide access to the global investment capabilities of Merrill Lynch and the banking convenience of Bank of America. The institution aims to be your primary source for financial advice and guidance, valuing dedication and diligence at every step of the financial planning process. Their mission is to understand you and what matters most to you, helping you design and implement a personalized plan to pursue your financial goals while managing investment risk. They focus on potential solutions to turn goals into reality, addressing issues such as future healthcare expenses, education costs, business sales, and wealth transfer. The team at Merrill Lynch is committed to building strong client relationships based on trust and personalized service. They offer personalized investment strategies and comprehensive financial solutions to help you achieve your goals. With access to the latest investment insights and tips, they are dedicated to helping you live your best financial life. Remember that investing involves risk, and it's important to consult with legal and tax advisors before making any financial decisions. Merrill Lynch offers a range of brokerage, investment advisory, and financial planning services to meet your needs. Let Merrill Lynch Financial Advisor Zachary P Haggas help you create a financial approach that reflects your unique needs and priorities.
Merrill Lynch Financial Advisor Natalie Squillace
Merrill Lynch Financial Advisor Natalie Squillace is a trusted finance institution located at 69 State Street, Albany, New York, United States. With over 15,000 Merrill Lynch Financial Advisors nationwide, including Natalie Squillace, clients across all 50 states, the District of Columbia, and several US territories are receiving expert guidance to achieve the lives they desire. As a client, your journey to connect with an advisor starts with a name and location. Please note that investing involves risk, and there is always the potential of losing money. Asset allocation, diversification, and rebalancing do not guarantee a profit or protect against loss in declining markets.
Mutual of Omaha Advisors - Upstate New York
Mutual of Omaha Advisors - Upstate New York is an insurance agency located at 40 British American Boulevard in Latham, New York. As part of the renowned Mutual of Omaha family, our team of advisors is dedicated to helping clients in Upstate New York with their insurance needs. Whether you are looking for life insurance, retirement planning, or investment options, our experienced professionals are here to provide personalized guidance and support. Contact us today to learn more about how we can help you secure your financial future.
UBS Financial Services Inc.
UBS Financial Services Inc. is a finance institution located at 201 West 3rd Street, Jamestown, New York, United States. We believe in optimizing tech exposure, seeking durable income, and diversifying across asset classes, regions, and sectors. Our commitment is to understand what wealth means for each individual, and we strive to turn financial visions into reality by providing expert advice tailored to specific needs. Our current thinking focuses on keeping our clients ahead of the curve, with events and reports such as UBS ElectionWatch 2024 and UBS Road to the Election weekly video series. We aim to help clients pursue their financial goals today, tomorrow, and for generations to come, by creating wealth strategies that support them throughout their lives. For prominent individuals and families, we offer expert insights and connections to help navigate financial success. Our services include investment advisory and brokerage services, with a focus on wealth management needs and goals over different timeframes. We strive to provide exceptional service and support to help clients pursue what's important to them.
Confidential Brokerage Services Inc
Confidential Brokerage Services Inc is a reputable insurance agency located at 36 Oakdale Road in Johnson City, New York. With a commitment to providing personalized and confidential insurance solutions, they offer a wide range of services tailored to meet the unique needs of their clients. Whether you are looking for auto, home, life, or business insurance, their team of experienced brokers are dedicated to helping you find the best coverage at the most competitive rates. Trust Confidential Brokerage Services Inc for all your insurance needs and experience peace of mind knowing that your assets are protected.
Insure NYC Brokerage Inc
Insure NYC Brokerage Inc is an insurance agency located at 33 West 60th Street in New York City, United States. Our team of courteous insurance professionals is dedicated to helping you insure the things that matter most to you, including your family, home, car, business, and more. We work with a carefully selected group of financially sound insurance companies to provide you with the best coverage at competitive prices. Let us shop around for you to find the best insurance coverage at the best rates. For co-op and condo owners, we offer important insurance options to protect your personal possessions, interior structure, and liability. Many people underestimate the risks involved with not properly insuring their coop or condo, but we can help you understand the importance and affordability of this type of insurance.
BIC Brokerage - Insurance & Taxes
BIC Brokerage - Insurance & Taxes is a reputable finance and insurance agency located at 2480 Belmont Avenue in New York, United States. With a strong focus on providing comprehensive insurance and tax services, our experienced team is dedicated to helping clients navigate the complexities of the financial world. Whether you are in need of insurance coverage for your home, car, or business, or require assistance with tax planning and preparation, BIC Brokerage is here to offer personalized solutions tailored to your specific needs. Trust us to provide reliable and efficient services to protect your assets and ensure financial security.
Nationwide Insurance: Safeside Insurance Brokerage Inc.
Safeside Insurance Brokerage Inc., located at 368 New Hempstead Road in New City, New York, is an insurance agency offering a variety of insurance products from Nationwide Insurance. Whether you need auto insurance, home insurance, or commercial insurance for your business, Safeside Insurance Brokerage Inc. has you covered. Their experienced agents can help you choose the right coverage to protect your assets and provide financial security for your family. They offer a range of life insurance options to meet your needs, as well as specialized business insurance products for New City businesses. Contact Safeside Insurance Brokerage Inc. at (845) 364-0000 to learn more about their insurance products and how they can help you protect what matters most.
Aq Insurance Brokerage Inc
Welcome to AQ Insurance Brokerage, Inc., located at 278 Burgher Avenue in New York, United States. Owned by Aida Qyshka, we have years of experience in helping clients prepare for the unknown with a wide range of insurance products. Whether you need business insurance to protect your assets or personal insurance for peace of mind, we can find the right coverage for you. Aida Qyshka, CEO of our successful business, believes in communication, continuing education, and understanding our clients' needs to provide excellent service. Our motto is "Our Service Will Make a Difference," and we take pride in offering great insurance coverage at the right premium. In addition to insurance, we also offer tax preparation and financial services to help individuals and companies succeed. Contact us today to find out how we can protect your hard-earned assets and ensure your peace of mind.
Merrill Lynch Financial Advisor Genie Zeigler
Merrill Lynch Financial Advisor Genie Zeigler is located at 75 Rockefeller Plaza, New York, New York, United States. Genie is a Senior Vice President and Senior Financial Advisor at Merrill Lynch Wealth Management with over twenty years of experience providing wealth management and investment advisory services to affluent families, corporate executives, non-profit organizations, and high-net-worth individuals. She specializes in investments, retirement planning, estate planning, asset preservation, risk management, trusts, and portfolio construction. Genie's wealth management philosophy focuses on creating customized financial strategies to help clients navigate market uncertainties and reach their long-term financial goals. She has received numerous awards in the financial services industry and has been recognized as one of the top Women Wealth Management Advisors by Barron's Top Women Financial Advisor conference.
Szarkowicz Brokerage LLC dba Szarkowicz Group
Szarkowicz Brokerage LLC, doing business as Szarkowicz Group, is a reputable finance and insurance agency located at 2100 Victory Boulevard in New York, United States. With a team of experienced professionals, we provide a wide range of financial services and insurance solutions to meet the unique needs of our clients. Our commitment to excellence and customer satisfaction sets us apart in the industry. Visit us today to learn more about how we can help you achieve your financial goals and protect your assets.
Merrill Lynch Financial Advisor Brian Rabasca
Merrill Lynch Financial Advisor Brian Rabasca, located at 114 West 47th Street in New York, New York, is part of a network of over 15,000 Merrill Lynch Financial Advisors across the United States. Specializing in finance, the institution offers a wide range of services including brokerage, investment advisory, financial planning, insurance, and annuity products. With a focus on helping clients achieve their financial goals, Merrill Lynch advisors do not provide legal, tax, or accounting advice but encourage clients to consult with their own advisors before making financial decisions. The institution is a registered broker-dealer and investment adviser, offering services such as asset allocation, diversification, and rebalancing to help clients navigate the complexities of investing. With a commitment to providing personalized financial solutions, Merrill Lynch strives to help clients secure their financial futures.
World Insurance Brokerage Ltd
World Insurance Brokerage Ltd is a reputable insurance agency located at 6412 20th Avenue in New York, United States. Established in 1987 by Joseph & Joann Privitelli, the agency has been serving the Tri-State area for over 30 years. At World Insurance Brokerage Ltd, we offer quality and individually tailored insurance services to both private and business clientele. Whether you need auto insurance, home insurance, personal property insurance, or commercial insurance, our team of professionals is here to help. We specialize in risk management solutions and business insurance coverage for small to mid-size organizations.
Sokkar Brokerage Inc.
Sokkar Brokerage Inc. is a reputable finance and insurance agency located at 7117 5th Avenue in New York, United States. With years of experience in the industry, we pride ourselves on providing top-notch financial services and insurance products to our clients. Our team of knowledgeable professionals is dedicated to helping individuals and businesses achieve their financial goals and protect their assets. Whether you are looking for investment advice, insurance coverage, or retirement planning, Sokkar Brokerage Inc. is here to assist you every step of the way. Visit us today to experience the personalized service and expertise that sets us apart from the rest.
United Insurance Brokerage Inc
United Insurance Brokerage Inc is a reputable finance and insurance agency located at 120-19 Liberty Avenue in New York, United States. With a team of experienced brokers, we provide a wide range of insurance products and financial services to meet the diverse needs of our clients. Whether you are looking for auto, home, life, or commercial insurance, we have the expertise to help you find the best coverage at competitive rates. Our commitment to customer satisfaction and personalized service sets us apart as a trusted partner in protecting your assets and securing your financial future. Contact us today to learn more about how we can assist you with your insurance and financial planning needs.
Worldwide Insurance Brokerage
Worldwide Insurance Brokerage, located at 616 Avenue I in New York, United States, is a boutique insurance agency specializing in providing tailored insurance solutions for businesses with complex needs. With a focus on real estate and construction, we offer comprehensive coverage to protect your assets and investments. Our team of experts thinks differently, providing creative solutions, flexible underwriting, and attentive personal service to meet your unique needs. As your trusted insurance advisor, we are dedicated to ensuring your financial security and quality of life through expert advice and personalized attention. At Worldwide Insurance, we strive to offer a concierge client experience by giving you the power of choice from top-rated national and regional insurance carriers. Contact us at the Graybar Building, 420 Lexington Avenue, New York, NY 10170 to learn more about how we can help you plan for the unexpected and protect your future.
Nationwide Insurance: Richmond Hill Brokerage Inc.
Nationwide Insurance: Richmond Hill Brokerage Inc. is an insurance agency located at 125-09 Liberty Avenue in New York, United States. Specializing in auto, commercial, farm, financial, home, powersports, and human services insurance, the agency provides a range of coverage options to protect your assets and property. Whether you need auto insurance, commercial insurance for your business, or coverage for your home, Nationwide Insurance can provide you with the right policy to meet your needs. With a focus on customer service and satisfaction, the agency is committed to helping you find the best insurance solutions for your individual situation. Contact Richmond Hill Brokerage Inc. in South Richmond Hill at (718) 835-7171 to learn more about the insurance products and services they offer.
WE INSURE USA - Insurance Brokerage & Multiservice
WE INSURE USA is a leading insurance brokerage and multiservice institution located in New York, United States. Our experienced team of professionals is dedicated to providing top-notch insurance solutions for all your needs. Whether you are looking for auto, home, life, or business insurance, we have you covered. In addition to insurance services, we also offer a wide range of financial services to help you secure your future. Visit us at 10606 Rockaway Boulevard to learn more about how we can help protect you and your assets.
Trusted Capital Insurance Brokerage Inc.
Trusted Capital Insurance Brokerage Inc. is an independent insurance agency located at 70 East Sunrise Highway in Valley Stream, New York. With over 20 years of experience, we are dedicated to providing our clients with the best insurance solutions to meet their changing needs. Whether you are a first-time driver or a homeowner, we offer tailored coverages to fit your specific needs, just like a suite. Our team at Trusted Capital Insurance Brokerage Inc. is committed to helping homeowners and business owners save money while ensuring that the coverages they choose will protect their assets. We educate our customers on how their coverage works and point out any potential gaps that could lead to financial consequences. By having the proper insurance coverage, you can have peace of mind knowing you are protected against any unforeseen events in life.
R&W Brokerage Inc.
R&W Brokerage Inc. is an insurance agency located at 8 Forest Avenue in Lynbrook, New York, United States. With a history dating back to 1961, we have been serving businesses and families in over 25 states, offering a range of business insurance, personal insurance, and employee benefits solutions. Our partnership with Iroquois allows us to bring you a variety of carriers to choose from, providing you with greater value and peace of mind. In today's digital age, the Internet has brought about new liability exposures for businesses. Cyber liability coverage is becoming increasingly important as technology plays a larger role in running companies. This coverage protects against unauthorized access of electronic data, computer theft, data breaches, and other cyber-related incidents. In the event of a data breach or cyber-attack, your company may incur expenses such as crisis management, forensic analysis, and business interruption. Having the right coverage in place can help mitigate these risks and keep your business operational.
OneLife Brokerage
OneLife Brokerage is a reputable insurance agency located at 70 East Old Country Road in Hicksville, New York, United States. We specialize in providing personalized insurance solutions to meet the unique needs of our clients. Our experienced team of brokers is dedicated to helping individuals and businesses find the right coverage options to protect their assets and loved ones. Whether you are in need of life, health, auto, or home insurance, OneLife Brokerage is here to assist you every step of the way. Contact us today to learn more about our services and how we can help you secure your financial future.
Merrill Lynch Financial Advisor Richard C. Davalos
Merrill Lynch Financial Advisor Richard C. Davalos is a reputable finance institution located at 1325 Franklin Avenue, Garden City, New York, United States. With over 15,000 Merrill Lynch Financial Advisors nationwide, including in all 50 states and territories, clients are guided towards achieving their desired financial goals. Specializing in asset allocation, diversification, and rebalancing, the institution emphasizes the importance of risk management in investments. While offering a broad range of brokerage, investment advisory, and financial planning services, Merrill Lynch does not provide legal, tax, or accounting advice. Clients are encouraged to consult with their own advisors before making financial decisions. Additionally, Merrill Lynch is affiliated with Bank of America Corporation, offering insurance and annuity products through Merrill Lynch Life Agency Inc. and trust and fiduciary services through Bank of America Private Bank. The institution also provides banking products through Bank of America, N.A. and affiliated banks. With various certifications and affiliations, Merrill Lynch Financial Advisor Richard C. Davalos aims to provide clients with personalized financial solutions tailored to their needs.
Merrill Lynch Financial Advisor Cosmin Cotet
Merrill Lynch Financial Advisor Cosmin Cotet is a finance institution located at 75 Rockefeller Plaza, New York, New York, United States. With over 15,000 Merrill Lynch Financial Advisors assisting clients nationwide, including all 50 states, District of Columbia, and US territories, the institution aims to help individuals achieve their desired financial goals. Specializing in asset allocation, diversification, and rebalancing, the institution provides a range of brokerage, investment advisory, and financial planning services. Merrill Lynch, Pierce, Fenner & Smith Incorporated, a registered broker-dealer and investment adviser, offers investment products managed by affiliates of Bank of America Corporation. Additionally, insurance and annuity products are offered through Merrill Lynch Life Agency Inc., while trust and fiduciary services are provided by Bank of America Private Bank and U.S. Trust Company of Delaware. Banking products are offered by Bank of America, N.A. and affiliated banks. Adhering to strict ethical standards, Merrill Lynch Financial Advisor Cosmin Cotet aims to provide personalized financial advice and services to help clients make informed decisions about their financial future.
Merrill Lynch Financial Advisor Cathy L Hamill-Pidoto
Merrill Lynch Financial Advisor Cathy L Hamill-Pidoto is a finance institution located at 114 West 47th Street, New York, New York, United States. With over 15,000 Merrill Lynch Financial Advisors across all 50 states, District of Columbia, and several US territories, the institution aims to help clients achieve the lives they desire. Services offered include asset allocation, diversification, and rebalancing, however, investing involves risk and there is always potential for loss. Merrill Lynch does not provide legal, tax, or accounting advice and recommends consulting with appropriate advisors before making financial decisions. The institution offers a broad range of brokerage, investment advisory, and other services through its affiliated companies. Clients can find the right advisor based on their location and connect by starting with a name. Banking products are provided by Bank of America, N.A. and affiliated banks. Additionally, Merrill Lynch offers insurance, annuity products, trust, and fiduciary services through its subsidiaries. The institution strives to provide information about products and services that may be of interest to clients. Please note that by clicking on links, you may be redirected to other websites not owned by Bank of America or its affiliates.
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