TOP 10 Financial education and support in New York, New York

Richard Kersting - Financial Advisor, Ameriprise Financial Services, LLC, located at 300 Westage Business Center Drive in Fishkill, New York, offers a wide range of financial services to meet the needs of individuals and businesses. Richard Kersting holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating his expertise in asset management, estate planning, retirement planning, and investment strategies. The institution also offers specialized certifications such as Behavioral Financial Advisor, Certified Divorce Financial Analyst, and Certified Exit Planning Advisor® Program. With a focus on education and support, Richard Kersting is committed to providing comprehensive financial planning services to help clients achieve their financial goals.

Chelsea Highline Financial Advisors - Ameriprise Financial Services, LLC, located at 455 West 23rd Street in New York, offers personalized financial planning services to help clients reach their retirement goals and achieve financial success. With a focus on individual goals and risk tolerance, the advisors provide investment recommendations, asset allocation strategies, and portfolio management tailored to each client's specific needs. Regular progress reviews, goal tracking, and life changes updates ensure that the financial plan remains aligned with the client's evolving circumstances. Clients can access their investments and accounts securely from any device, track their progress towards their goals, and receive personalized advice to help them navigate the complex financial landscape. The advisors at Ameriprise Financial Services, LLC are registered in certain U.S. states and adhere to strict regulatory guidelines to ensure the protection and security of client information.

Jennifer R Filocomo is a financial advisor at Ameriprise Financial Services, LLC located at 455 West 23rd Street in New York, New York, United States. Jennifer holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Jennifer's expertise in areas such as asset management, retirement planning, estate planning, investment strategies, risk management, and more. Jennifer is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a focus on ethics and continuing education, Jennifer ensures that clients receive the highest level of financial advice and support.

Merrill Lynch Financial Advisor Louis Shamel Frye, located at 114 West 47th Street, New York, New York, United States, offers personalized wealth management strategies tailored to your individual financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Frye can help you navigate the complexities of the financial markets and create a flexible strategy to meet your evolving needs. Frye believes in building strong relationships with clients and is committed to understanding what matters most to you and your family. By listening to your goals and priorities, he can develop a personalized plan to help you pursue financial success and manage investment risk. Through the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, Frye can provide insights and resources to guide you towards achieving your goals.

Vincent De Vita - Private Wealth Advisor, Ameriprise Financial Services, LLC is a prestigious finance institution located at 1430 Broadway, New York, New York, United States. Vincent De Vita holds multiple certifications and designations including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover a wide range of financial planning and investment topics, ensuring that Vincent De Vita is well-equipped to provide expert advice and services to clients. Whether you are seeking assistance with asset management, retirement planning, estate planning, investment strategies, insurance products, or any other financial need, Vincent De Vita has the knowledge and expertise to help you achieve your financial goals. With a commitment to ethics and ongoing education, Vincent De Vita is dedicated to providing top-notch financial services to individuals, retirees, small business owners, high net worth clients, and more. Contact Vincent De Vita - Private Wealth Advisor, Ameriprise Financial Services, LLC today for personalized financial guidance and support.

Stephen Baumeister - TIAA Financial Consultant is a leading financial institution located at 19 East 98th Street in New York, New York. As a trusted consultant with TIAA, Stephen Baumeister offers expert financial advice and services to help clients reach their financial goals. With a focus on personalized financial planning and investment management, clients can expect tailored solutions to meet their individual needs. Whether you are planning for retirement, saving for education, or building wealth, Stephen Baumeister is dedicated to helping you navigate the complexities of the financial world. Trust in Stephen Baumeister - TIAA Financial Consultant for sound financial guidance and support.

Edward Jones - Financial Advisor: Christopher Feliz is a reputable finance institution located at 19 Main Street in Irvington, New York, United States. Christopher Feliz is a dedicated and experienced financial advisor who provides personalized financial planning and investment services to individuals and families. With a focus on building long-term relationships and helping clients achieve their financial goals, Edward Jones - Financial Advisor: Christopher Feliz is a trusted partner in navigating the complexities of the financial world. Whether you are planning for retirement, saving for education, or investing for the future, Christopher Feliz and his team are committed to providing expert guidance and support every step of the way.

Edward Jones - Financial Advisor: Janice DeLuise is a trusted financial institution located at 5 Pondfield Road in Bronxville, New York. Janice DeLuise is a dedicated and experienced financial advisor who helps clients achieve their financial goals through personalized investment strategies. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Janice DeLuise can provide expert guidance and support. With a focus on long-term relationships and a commitment to client satisfaction, Edward Jones - Financial Advisor: Janice DeLuise is a reliable partner in your financial journey.

Vision Financial Planning is a finance institution located at 200 Vesey Street in New York, New York. Our team of experienced financial advisors is dedicated to helping individuals and businesses achieve their financial goals through personalized planning and strategic investment management. Whether you are looking to save for retirement, plan for your child's education, or grow your wealth, we are here to provide expert guidance and support every step of the way. Trust Vision Financial Planning to help you secure a brighter financial future.

Marc Rienas is an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 399 Knollwood Road in White Plains, New York, United States. Marc Rienas holds several certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Marc Rienas' expertise in asset management, retirement planning, estate planning, investment strategies, and more. With a commitment to ethical practices and ongoing education, Marc Rienas is dedicated to providing comprehensive financial advice and support to clients, including veterans and military personnel. Contact Marc Rienas at Ameriprise Financial Services, LLC for expert financial guidance tailored to your individual needs.

Edward Jones - Financial Advisor: Austin Schweitzer is a reputable financial institution located in Fishkill, New York. As a trusted advisor, Austin Schweitzer provides personalized financial planning and investment services to help clients achieve their financial goals. With a focus on building long-term relationships, Edward Jones offers a wide range of financial products and services to meet the unique needs of each client. Whether you are planning for retirement, saving for education, or building wealth, Austin Schweitzer is dedicated to providing expert guidance and support every step of the way. Visit us at 1399 New York 52 to learn more about how we can help you secure your financial future.

Merrill Lynch Financial Advisor Nessa C Boland is a prestigious finance institution located at 560 Lexington Avenue, New York, New York, United States. With a focus on experience, service, and a commitment to clients, the institution aims to provide the highest level of professionalism and responsiveness at all times. Operating under the umbrella of Merrill Lynch Wealth Management, a division of Bank of America Corporation, the 712 Investment Group is a team of 20 wealth management professionals with decades of investment experience. Led by partners like Managing Directors Richard Wald and Travis O'Brien, the team is dedicated to creating custom strategies tailored to each client's goals, liquidity needs, values, and risk tolerance. The institution prides itself on its recognition in various financial industry publications, including Forbes' "America's Top Wealth Management Teams High Net Worth" list. The team at Merrill Lynch Financial Advisor Nessa C Boland works closely with clients to understand their financial goals and develop personalized wealth management strategies. Whether clients are planning for retirement, saving for a home, or funding a child's education, the team is equipped to help clients achieve their financial objectives.

Financial Planner NY is a reputable finance institution located at 3537 36th Street in New York, United States. Our team of experienced financial planners is dedicated to helping individuals and families achieve their financial goals through personalized financial planning services. Whether you are looking to save for retirement, invest in the stock market, or plan for your child's education, our experts are here to provide you with the guidance and support you need. Contact us today to schedule a consultation and take the first step towards securing your financial future.

Frank Fiore is a trusted Financial Advisor at Ameriprise Financial Services, LLC, located at 122 East 42nd Street in New York, New York. With years of experience in the finance industry, Frank provides personalized financial planning and investment advice to help clients achieve their financial goals. Whether you are looking to save for retirement, invest for the future, or plan for your children's education, Frank Fiore can help create a customized financial plan tailored to your needs. Contact Frank Fiore at Ameriprise Financial Services, LLC for expert financial guidance and support.

Merrill Lynch Financial Advisor Michael Shalhoup, located at 75 Rockefeller Plaza in New York, is a prestigious finance institution that prides itself on providing exemplary client service. The team at Merrill Lynch, led by Michael Shalhoup, has received recognition from various financial industry publications and Bank of America Corporation for their outstanding work. They have been ranked in publications such as Forbes for their wealth management teams, top advisors under 40, and top women wealth advisors. Supported by the global resources of Merrill, the team is dedicated to building strong client relationships based on trust and personalized service. Justin Shimborske, a CFA charterholder, is part of the team and focuses on trade execution, investment research, and recommendations for clients. The team at Merrill Lynch Wealth Management believes in starting every relationship with a conversation to understand the client's goals and priorities, whether it's transferring wealth, pursuing passions, or planning for the future.

Neighborhood Trust Financial Partners is a finance institution located at 530 West 166th Street in New York, New York, United States. They provide financial services and resources to individuals and families in the local community, helping them to build financial stability and achieve their goals. With a focus on empowering clients to make informed financial decisions, Neighborhood Trust Financial Partners offers a range of services such as financial coaching, credit building, and access to affordable financial products. Their mission is to promote economic opportunity and financial inclusion for all members of the community.

Merrill Lynch Financial Advisor Charles P Balducci" located at 200 Park Avenue, New York, New York, United States. Charles P Balducci is a recognized financial advisor at Merrill Lynch, with accolades from Forbes and Barron's for his exemplary client service. Supported by the global resources of Merrill, Charles and his team are dedicated to building strong client relationships based on trust and personalized service. They focus on understanding your goals and priorities, helping you design and implement a personalized plan to manage investment risk and pursue financial goals. With access to investment insights from Merrill and banking solutions from Bank of America, Charles can help you address your financial needs and achieve your aspirations. Whether you're planning for retirement, saving for a home, or funding education, Charles and his team will work with you to create a financial approach tailored to your unique personality and life priorities. Let Merrill Lynch Financial Advisor Charles P Balducci help you achieve your financial goals and navigate the complexities of your financial life.

New York Life is an insurance agency located at 199 Water Street, New York, New York, United States. They offer permanent policies with guaranteed death benefits and cash value that grows over time. Their long-term coverage is highly customizable to fit your needs and budget, with the ability to invest your policy's cash value in the market. They also provide support for everyday tasks, income replacement in case of illness or injury, and professionally managed investments with market gains potential. New York Life offers a variety of insurance options for individuals, employees, executives, and business owners, as well as guidance on creating an investment strategy and estate planning. They have a diverse and welcoming workplace and have been recognized as an industry leader. Their agents are dedicated to addressing your unique needs, and they provide best-in-class products and solutions that adapt to your changing needs.

Pauline Yutong Huang is a trusted financial advisor at TD Wealth, located at 987 4th Avenue in New York, United States. With years of experience in the finance industry, Pauline is dedicated to helping clients achieve their financial goals through personalized investment strategies and wealth management services. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Pauline Yutong Huang is committed to providing expert guidance and support every step of the way. Contact Pauline today to schedule a consultation and start building a secure financial future.

Robert Gargiulo - Financial Advisor, Ameriprise Financial Services, LLC, located at 11412 Beach Channel Drive in New York, United States, offers a range of financial services and expertise to help individuals meet their financial goals. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Robert Gargiulo is equipped to provide comprehensive financial planning tailored to the specific needs of each client. Whether it's retirement planning, estate planning, investment management, or insurance products, Robert Gargiulo is committed to upholding the highest standards of professionalism and ethics in serving clients. The institution also offers specialized certifications in areas such as divorce financial analysis, exit planning, special needs planning, and long-term care, ensuring that clients receive expert guidance in all aspects of their financial journey. With a focus on education, support, and personalized service, Robert Gargiulo - Financial Advisor, Ameriprise Financial Services, LLC is dedicated to helping clients achieve financial security and peace of mind.

Edward Jones - Financial Advisor: Sean Wynne is a reputable finance institution located at 115-10 Beach Channel Drive in New York, United States. As a trusted financial advisor, Sean Wynne provides personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Sean Wynne is dedicated to helping individuals and families navigate the complexities of investing and financial planning. Whether you are saving for retirement, planning for your child's education, or looking to grow your wealth, Sean Wynne is committed to providing expert guidance and support every step of the way.

New York Life Insurance Company, located at 1000 South Avenue in New York, United States, is a reputable insurance agency offering a wide range of permanent policies with guaranteed death benefits and cash value growth. Their long-term coverage options are highly customizable to fit your needs and budget, with the ability to invest policy cash value in the market. The institution also provides support for everyday tasks, income replacement due to sickness or injury, professionally managed investments, and guidance for financial planning and estate protection. With over 12,000 agents nationwide, New York Life is committed to helping individuals and families prosper through tailored solutions and a diverse, welcoming workplace environment. They have a long-standing history of accountability, responsible investing, and community engagement, making them a trusted industry leader with the highest financial strength ratings. Additionally, their philanthropic efforts through the New York Life Foundation aim to support educational enhancement, childhood bereavement, and economic opportunity initiatives. Join New York Life in their mission to create a better world for all.

The High School of Economics and Finance is a prestigious secondary school located in the heart of New York City at 100 Trinity Place. Known for its rigorous academic program and focus on financial literacy, this institution prepares students for success in the fields of economics, finance, and business. With a diverse student body and dedicated faculty, the High School of Economics and Finance offers a supportive and challenging learning environment for students to thrive. Whether students are interested in pursuing careers in finance or simply want to develop their critical thinking and problem-solving skills, this school provides the resources and opportunities for students to excel.

Mazzola Financial is a reputable accounting and finance institution located at 8512 Bay 16th Street in New York, United States. With a team of experienced professionals, Mazzola Financial offers a wide range of financial services including tax preparation, auditing, financial planning, and investment management. Whether you are an individual or a business owner, Mazzola Financial is dedicated to providing personalized and top-notch financial solutions to help you achieve your financial goals. Visit us today to learn more about how we can assist you with your financial needs.

Community Tax Aid - New York City is a non-profit organization dedicated to providing free tax assistance and education to low-income individuals and families in the New York City area. Located at 2070 Grand Concourse, our trained volunteers work tirelessly to help clients navigate the complexities of the tax system and maximize their refunds. Whether you need help with filing your taxes, understanding tax credits, or resolving tax issues, our team is here to support you every step of the way. Join us in building a stronger and more financially stable community.

Lara A. Dunn, MD - MSK Head and Neck Oncologist is a leading institution located at 1275 York Avenue in New York, United States. Specializing in the treatment of head and neck cancers, the institution is dedicated to providing comprehensive, compassionate, and personalized care to patients. With a team of experts in medical oncology, radiation oncology, and surgery, they offer the latest treatments and clinical trials to improve outcomes for individuals with squamous cell carcinomas of the head and neck. The institution operates Monday through Friday, offering support and care to patients when they need it most. Additionally, they work with various insurance providers and offer financial assistance programs to ensure that all patients receive the care they need. As a world leader in cancer research, education, and patient care, Lara A. Dunn, MD - MSK Head and Neck Oncologist is committed to changing the way cancer is understood and treated.

College and Community Fellowship is a university located at 475 Riverside Drive in New York, New York, United States. This institution is dedicated to providing educational opportunities and support services to individuals who have been impacted by the criminal justice system. With a focus on empowerment and community engagement, College and Community Fellowship offers a range of programs and resources to help students succeed academically and professionally. By bridging the gap between education and incarceration, this institution is committed to breaking the cycle of poverty and incarceration in our society.

College Financial Aid Consulting is a renowned institution located at 1385 York Avenue in New York, New York, United States. As a university specializing in providing expert financial aid guidance to students, we are dedicated to helping individuals navigate the complex world of college funding. Our knowledgeable consultants offer personalized assistance in securing scholarships, grants, and loans to make higher education more accessible and affordable. With a commitment to supporting students in achieving their academic goals, College Financial Aid Consulting is your trusted partner in the pursuit of a brighter future.

The Buffalo Public Schools Adult Education Center is a renowned institution located at 389 Virginia Street in Buffalo, New York, United States. This center specializes in providing education and training in the field of hair care. With a team of experienced instructors and state-of-the-art facilities, students can expect to receive top-notch education and hands-on experience in hair styling, coloring, cutting, and more. Whether you are looking to start a career in the beauty industry or enhance your skills, the Buffalo Public Schools Adult Education Center is the perfect place to achieve your goals.

The TRIO Adult Educational Opportunity Center (AEOC) is located at 1 College Road in Batavia, New York, between Rochester and Buffalo. As a program funded by the U.S. Department of Education and sponsored by SUNY Genesee Community College (GCC), AEOC offers free support to community members seeking to further their education. The center is staffed by knowledgeable professionals who assist with high school equivalencies, college applications, financial aid, and scholarship opportunities at local, state, and national levels. AEOC is separate from SUNY GCC Admissions and does not recruit for the college. Participants are encouraged to apply to any college or school of their choice. The program aims to increase the number of adults enrolling in postsecondary education institutions by providing counseling on admissions, financial aid options, and basic financial planning skills.