The 30 Best Financial consulting services near me in New York

Welcome to Bridge Capital Solutions Corp., your trusted partner in banking and finance located in the heart of Southampton, New York. Situated at 425 County Road 39A, we are dedicated to providing exceptional financial services tailored to meet the diverse needs of our community. At Bridge Capital Solutions Corp., we understand that financial success is built on strong relationships and personalized solutions. Our team of experienced professionals is committed to delivering a comprehensive range of services, including personal and business banking, investment advice, and financial planning. Whether you're looking to manage your day-to-day finances, grow your wealth, or secure your financial future, we have the expertise and resources to help you achieve your goals.

Welcome to Ameriprise Private Wealth Advisory Practice, your trusted partner in financial planning and wealth management located in the heart of Tuckahoe, New York. Our practice is dedicated to providing personalized financial solutions tailored to meet the unique needs of each client. With a commitment to excellence and a focus on building long-term relationships, our team of experienced advisors works closely with you to understand your financial goals and help you navigate the complexities of wealth management. At Ameriprise Private Wealth Advisory Practice, we offer a comprehensive range of services including retirement planning, investment management, estate planning, and risk management. Our holistic approach ensures that all aspects of your financial life are aligned and optimized for success. We pride ourselves on delivering expert guidance, innovative strategies, and a high level of personalized service to help you achieve financial confidence and peace of mind.

Welcome to Dime Community Bank ATM in Southampton, NY Located at 116 New York 27A, Southampton, NY 11968, Dime Community Bank ATM is your trusted partner for all your banking and financial needs. With over 156 years of experience, we are committed to helping New Yorkers achieve their dreams, whether it's homeownership or running a successful business.

Welcome to Lighthouse Insurance - Riverhead, your trusted local insurance agency dedicated to providing comprehensive and personalized insurance solutions. Conveniently located at 221 West Main Street, Riverhead, New York 11901, we take pride in serving the Riverhead community and surrounding areas with integrity and expertise. At Lighthouse Insurance - Riverhead, we understand that each client has unique needs and priorities. Our experienced team is committed to guiding you through the complex world of insurance, ensuring you find the right coverage to protect what matters most. Whether you're seeking auto, home, life, or business insurance, we offer a wide range of products from leading insurance providers to fit your specific requirements.

Welcome to Dime Community Bank, located at 32 Jackson Avenue, Suite 2036, Hampton Bays, New York. With over 156 years of dedicated service, we have been a cornerstone in helping New Yorkers achieve their dreams of homeownership and empowering real estate professionals to efficiently manage their businesses. At Dime, we understand the unique needs of various professional sectors. Whether you're a physician managing a medical practice, an accounting firm or CPA looking for custom financial solutions, or a New York attorney seeking guidance on escrow accounts and treasury management, we are here to support your financial journey.

Welcome to Hamptons House Call Doctor, where exceptional healthcare comes directly to your doorstep. Located at 33 Flying Point Road, Southampton, New York, our practice is led by the esteemed Dr. Golberg, who brings over 22 years of experience and two medical degrees to serve the community with dedication and compassion. Dr. Golberg's philosophy is rooted in understanding and addressing the core of health issues, empowering the body's natural ability to heal itself. This approach has not only treated but also uplifted the spirits of thousands of patients over the years. Our at-home doctor service provides a comprehensive range of healthcare solutions, ensuring you receive personalized care in the comfort of your home.

Welcome to Better Hand Insurance NY, your trusted insurance agency located in the heart of Southampton, New York. Conveniently situated at 266 County Road 38, we are committed to providing our community with comprehensive and personalized insurance solutions. Our team of experienced professionals is dedicated to helping you find the right coverage to protect what matters most to you, whether it's your home, vehicle, business, or health. At Better Hand Insurance NY, we understand that every client has unique needs. That's why we offer a wide range of insurance options tailored to fit your specific requirements. Our goal is to provide you with peace of mind through reliable and affordable insurance plans that safeguard your future.

Welcome to Republic Claims Associates Located at 142 A Newtown Road, Hampton Bays, New York 11946, Republic Claims Associates is your trusted local insurance agency dedicated to ensuring you receive the maximum settlement for your insurance claims. With a commitment to protecting your interests, we offer free evaluations to help you navigate the complexities of insurance claims.

Welcome to The Luss Group, Inc., your trusted partner for comprehensive insurance and financial services located at 45 Main Street, Southampton, New York. Serving the Hamptons and beyond, we specialize in financial planning and insurance solutions tailored to meet your unique needs. Led by Kevin A. Luss, CFP, ChFC, our team is committed to providing expert guidance and personalized strategies to help you achieve your financial goals. As a registered representative, Kevin offers securities, investment advisory, and financial planning services through MML Investors Services, LLC, a member of SIPC.

Welcome to ATM (Bethpage) located at 111 Main Street, Southampton, New York 11968. As a leading financial services provider, we are committed to helping you achieve your financial goals with a suite of products tailored to meet your needs. Whether you're looking to save, invest, or manage your finances, we offer competitive rates and expert guidance. Exclusive Offers: - 9-Month Certificate: Earn a remarkable 5.40% APY with a minimum balance of just $50. Enjoy the benefits of saving with high returns, though be mindful of early withdrawal penalties which may affect your earnings.

Welcome to Comprehensive Policy Place, your trusted insurance agency located in the heart of Southampton, New York. Situated at 24 New York 27A, we proudly serve the residents and businesses of Southampton and the surrounding areas with a commitment to excellence and personalized service. At Comprehensive Policy Place, we understand that every client has unique needs, which is why we offer a wide range of insurance solutions tailored to protect what matters most to you. Our experienced team of insurance professionals is dedicated to providing you with comprehensive coverage options, including auto, home, life, health, and business insurance. We work with a variety of top-rated insurance carriers to ensure you receive the best possible protection at competitive rates. Whether you're seeking to safeguard your family's future, protect your assets, or secure your business, we are here to guide you every step of the way.

Welcome to Chelsea Traub, a premier financial services firm located at 223 West Montauk Highway, Hampton Bays, New York. As one of the leading RBC Wealth Management teams in New York City, we specialize in providing tailored wealth management solutions designed to meet the unique needs of our clients at every stage of their financial journey. Our commitment is to help you preserve and enhance your wealth through personalized services and strategies that simplify your life and expand your opportunities. Our dedication to excellence has earned us a spot on the Forbes Best-In-State Wealth Management Teams list for 2024. We are grateful to Forbes, our clients, and our colleagues for this recognition and look forward to another year of outstanding service.

Welcome to Covell / DiConza / Newman Group, a premier financial advisory firm located in the heart of Hampton Bays, New York. Situated at 223 West Montauk Highway, we are proud to be one of the top RBC Wealth Management teams in New York City, recognized for our excellence in managing significant Assets Under Management. Our mission is to provide you with personalized wealth management solutions tailored to every stage of your life. We focus on preserving and enhancing your wealth through our expertise, strong relationships, and world-class capabilities. We are honored to be featured on the Forbes Best-In-State Wealth Management Teams list for 2024, a testament to our commitment to serving you with distinction.

Welcome to C Scott Kelly Insurance, your trusted partner in securing your future. Conveniently located at 543 Montauk Highway, East Quogue, New York, we are dedicated to providing comprehensive insurance solutions tailored to meet your unique needs. As a locally owned and operated insurance agency, we pride ourselves on offering personalized service and expert advice to help you navigate the complexities of insurance coverage. Whether you're seeking protection for your home, auto, business, or life, our experienced team is here to guide you every step of the way. We understand the importance of safeguarding what matters most to you, and we work diligently to ensure you have the right coverage at the best possible rates. At C Scott Kelly Insurance, we believe in building lasting relationships with our clients, founded on trust, integrity, and exceptional customer service.

Welcome to TD Bank at 115 Montauk Highway, Westhampton Beach, NY 11978. As your local bank and financial partner, we offer a comprehensive range of services to meet all your banking needs. Our dedicated Relationship Managers and team of wealth professionals are here to provide expert advice on private banking, credit, investment, and financial planning. Whether you're looking to buy a home, build, renovate, or refinance, our local mortgage loan officers are ready to guide you through the mortgage process. Simply call to schedule a consultation and get prequalified.

Welcome to Tom Kain - Mortgage Loan Officer, your trusted partner in navigating the complex world of home financing. Conveniently located at 115 Montauk Highway in the heart of Westhampton Beach, New York, we are dedicated to serving the vibrant communities of the Hamptons and beyond with personalized mortgage solutions tailored to meet your unique needs. With years of experience in the finance industry, Tom Kain brings a wealth of knowledge and a commitment to excellence, ensuring a seamless mortgage experience from start to finish. Whether you're a first-time homebuyer, looking to refinance, or interested in investment properties, we offer a wide range of mortgage products to fit every financial situation.

Welcome to ATM (Bethpage) located at 311 Main Street, Center Moriches, New York 11934, where your financial needs are our top priority. As a trusted financial institution, we offer a range of services designed to help you manage and grow your wealth effectively. Exclusive Offers: - 9-Month Certificate: Earn a competitive 5.40% APY with a low minimum balance of $50. This is a great opportunity for those looking to maximize their savings over a short term. Please note that early withdrawal penalties may apply.

Welcome to M&T Bank, located at 502 Main Street, Center Moriches, New York. As a trusted financial institution, we are dedicated to serving the banking and financial needs of our community with a commitment to exceptional customer service. Whether you're looking to open a new account, explore loan options, or seek financial advice, our knowledgeable team is here to assist you every step of the way. At M&T Bank, we offer a wide range of services, including personal and business banking, mortgages, investment solutions, and more. Visit us today and discover how we can help you achieve your financial goals with personalized solutions and a friendly, community-focused approach. Your financial well-being is our priority at M&T Bank.

Welcome to CC Benefits, your trusted insurance agency located in the heart of Westhampton, New York. Situated at 44 South Country Road, we are dedicated to serving the diverse insurance needs of our local community and beyond. At CC Benefits, we understand that navigating the world of insurance can be complex and overwhelming. That’s why our experienced team is committed to providing personalized, comprehensive insurance solutions tailored to fit your unique requirements. Whether you're seeking coverage for your home, auto, life, or business, we take pride in offering a wide range of insurance products from top-rated carriers. Our goal is to ensure you have the protection you need, giving you peace of mind and security for the future. We believe in building lasting relationships with our clients through transparency, reliability, and exceptional customer service.

Welcome to Titan Claims Services, LLC, your trusted partner in navigating the complexities of insurance claims. Located conveniently at 1872 New York 315, Waterville, New York, we are committed to serving the local community and beyond with exceptional insurance claim solutions. As a dedicated insurance agency, Titan Claims Services, LLC specializes in providing personalized service and expert guidance to ensure a seamless claims process. Our experienced team understands the intricacies of the insurance industry and is here to advocate for you, ensuring you receive the compensation you deserve. Whether you're dealing with property damage, auto accidents, or any other claim-related issues, we are here to help you every step of the way. Trust Titan Claims Services, LLC to handle your claims with professionalism and care. Contact us today to learn how we can assist you!

Welcome to Potsdam Economic Development, your trusted partner in financial growth and prosperity located at 2 Park Street, Potsdam, New York. As a leading financial institution in the heart of Potsdam, we specialize in empowering local businesses and the community with innovative economic solutions and strategic financial planning. Our dedicated team of experts is committed to fostering sustainable economic development through personalized services tailored to meet the unique needs of our clients. Whether you're a budding entrepreneur or an established enterprise, Potsdam Economic Development offers comprehensive support to help you achieve your financial goals. Explore our wide range of services designed to enhance economic opportunities and drive success in the vibrant community of Potsdam. Partner with us today and let's build a prosperous future together.

Welcome to Seaway Private Equity Corporation, your trusted partner in innovative financial solutions, located in the heart of Potsdam, New York. Situated at 65 Main Street, our firm is dedicated to empowering businesses and entrepreneurs through strategic investment and expert financial guidance. At Seaway Private Equity Corporation, we specialize in providing tailored equity solutions that fuel growth and drive success across various industries. Our team of seasoned financial professionals is committed to delivering exceptional service and fostering long-term partnerships with our clients. Whether you're seeking to expand your business, launch a new venture, or optimize your financial strategy, Seaway Private Equity Corporation is here to help you navigate the complexities of finance with confidence and precision. Visit us today to discover how we can assist you in achieving your financial goals.

Welcome to OneGroup Insurance Agency, your trusted partner in risk management and insurance solutions. Conveniently located at 80 Main Street, Canton, New York, OneGroup is dedicated to serving the diverse needs of both businesses and individuals in our community. At OneGroup, we understand that every business is unique. That's why we offer immediate and direct access to our Business Services and Solutions team, tailored specifically to reduce risk. Whether you're looking to enhance safety operations, refine employment policies, or manage claims more effectively, our team of over 200 specialists is here to design a program that fits your business needs perfectly.

Welcome to Michele's Virtual Solutions, your trusted partner in finance located in the heart of De Kalb Junction, New York. Situated at 3000 County Road 17, our business is dedicated to providing exceptional financial services tailored to meet the unique needs of our clients. At Michele's Virtual Solutions, we understand the importance of financial stability and growth. Our experienced team offers a comprehensive range of services, including financial planning, bookkeeping, tax preparation, and business consulting. Whether you are an individual seeking personal financial guidance or a business looking to optimize your financial strategies, we are here to help you achieve your goals.

Welcome to Kakauta Tax, your trusted partner in accounting and finance located in the heart of Queens, New York. At Kakauta Tax, we are committed to providing exceptional financial services tailored to meet the unique needs of our community. Specializing in a wide range of accounting and taxation services, our experienced team is dedicated to helping individuals and businesses navigate the complexities of financial management with ease. Our services include tax preparation and planning, bookkeeping, payroll management, and financial consulting, all designed to ensure your financial success and compliance with local regulations. As a local government office, we are also well-versed in the latest policies and procedures, enabling us to offer insightful guidance and support.

Welcome to Daphne Alazraki Fine Art, a distinguished art gallery nestled in the heart of Manhattan at 424 Madison Avenue, New York. Our gallery is renowned for its exquisite collection of fine art, offering a curated selection of masterpieces that span various genres and periods. With a keen eye for quality and authenticity, we specialize in presenting works that capture the essence and evolution of artistic expression. In addition to showcasing extraordinary art, Daphne Alazraki Fine Art provides expert financial services tailored to art enthusiasts and collectors. Our team of seasoned professionals offers personalized consultation and strategic advice on art investments, ensuring that your collection is both aesthetically enriching and financially rewarding.

Welcome to Landmark Real Estate Management Inc., your trusted partner in property management and real estate services. Conveniently located at 183 Sullivan Street in the heart of Manhattan, New York, we specialize in providing comprehensive management solutions tailored to meet the unique needs of property owners and tenants alike. At Landmark Real Estate Management Inc., we pride ourselves on our commitment to excellence and personalized service. Our experienced team is dedicated to ensuring that every property under our care is managed efficiently and effectively, maximizing value and minimizing stress for our clients. Whether you are a property owner seeking professional management services or a tenant looking for a place to call home, we are here to assist you every step of the way.

Welcome to Pt. Ramdat: A Spiritual Sanctuary in the Heart of Queens Located at 184-01 Jamaica Avenue, Queens, New York 11423, Pt. Ramdat is a revered Hindu temple and place of worship dedicated to fostering spiritual growth, community unity, and cultural preservation. As a cornerstone of the community, we offer a serene environment for individuals seeking spiritual solace, cultural enrichment, and a deeper connection with their faith.

Welcome to the Food Stamp, Medicaid, and Cash Assistance Office, your dedicated resource center located in the heart of Queens, New York. Situated at 165-08 88th Avenue, our office is committed to providing essential support services to the community, helping individuals and families access the benefits they need to improve their quality of life. Our experienced and compassionate staff are here to guide you through the application process for food stamps (SNAP), Medicaid, and cash assistance programs. We understand that navigating these systems can be challenging, and we are dedicated to making the process as smooth and straightforward as possible.

Welcome to City Hall Capital LLC, your trusted partner in navigating the complex world of finance. Conveniently located in the heart of Manhattan at 140 Broadway, New York, our firm is dedicated to providing exceptional financial services to help you achieve your business and personal financial goals. At City Hall Capital LLC, we understand that each client’s financial journey is unique. Our team of seasoned financial experts is committed to delivering personalized solutions tailored to meet your specific needs. Whether you're seeking investment advice, wealth management, or strategic financial planning, we offer a comprehensive range of services designed to empower your financial future.