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TOP 30 Financial health advisors in New York, NY
1215 results found
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Paul Lavelle - Wilmington Advisors @ M&T
Paul Lavelle - Wilmington Advisors @ M&T is a finance institution located at 180 New York 22 in Pawling, New York. With a team of experienced financial advisors, they offer a wide range of services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or estate planning, their experts are dedicated to providing personalized solutions tailored to your specific needs. Trust Paul Lavelle - Wilmington Advisors @ M&T to help you navigate the complex world of finance and secure a brighter financial future.
Stephen Baumgartner - Financial Advisor, Ameriprise Financial Services, LLC
Stephen Baumgartner is a Financial Advisor at Ameriprise Financial Services, LLC located at 2345 New York 52, Hopewell Junction, New York, United States. He 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 his expertise in various areas of finance including asset management, retirement planning, estate planning, investment management, and more. As a trusted financial advisor, Stephen Baumgartner is dedicated to providing personalized financial advice and guidance to help clients achieve their financial goals.
Lyle Roberts - Prudential Financial
Lyle Roberts - Prudential Financial is a reputable finance and insurance agency located at 331 Green Haven Road in Poughquag, New York, United States. With a strong commitment to providing top-notch financial services and insurance solutions, our dedicated team of professionals is here to help you navigate through your financial planning needs. Whether you are looking for retirement planning, investment advice, or insurance coverage, Lyle Roberts - Prudential Financial is your trusted partner in achieving your financial goals. Contact us today to learn more about our services and how we can assist you in securing your financial future.
Manning Financial Services
Manning Financial Services is a reputable finance institution located at 12 Clark Heights in Pleasant Valley, New York, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients, including investment advice, retirement planning, and wealth management. With a focus on personalized service and tailored solutions, Manning Financial Services is committed to helping individuals and businesses achieve their financial goals. Contact us today to schedule a consultation and see how we can help you secure your financial future.
Vincent T Trovato - Financial Advisor, Ameriprise Financial Services, LLC
Vincent T Trovato is a financial advisor at Ameriprise Financial Services, LLC located at 2345 New York 52, Hopewell Junction, New York, United States. With a focus on helping clients achieve their financial goals, Vincent offers personalized financial planning services to address retirement concerns, market fluctuations, and inflation risks. Clients can explore the Retirement InteractiveSM tool to understand potential challenges to their retirement income. Ameriprise Financial Services, LLC provides investment products and advisory services, with a commitment to helping clients build a more secure financial future. Vincent T Trovato is registered with FINRA and may conduct securities business in select states. Clients can schedule a complimentary initial consultation to discuss their financial needs and goals.
Flourish Wealth Advisors
Flourish Wealth Advisors is a finance institution located at 2531 New York 52 in Hopewell Junction, New York, United States. Our team of experienced financial advisors is dedicated to helping our clients achieve their financial goals and secure their financial futures. We offer personalized financial planning services tailored to each client's unique needs and objectives. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Flourish Wealth Advisors is here to help you navigate the complexities of the financial world and make informed decisions. Contact us today to schedule a consultation and start building a brighter financial future.
William E Bredthauer - Private Wealth Advisor, Ameriprise Financial Services, LLC
William E Bredthauer is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 2345 New York 52, Hopewell Junction, New York, United States. William E Bredthauer holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in wealth management, estate planning, investment fiduciary practices, and portfolio management. With a focus on providing comprehensive financial planning services, William E Bredthauer is dedicated to helping individuals and small business owners achieve their financial goals. Whether you are looking for retirement planning, estate planning, or investment strategies, William E Bredthauer has the knowledge and expertise to guide you through the complex world of finance. Contact William E Bredthauer today to learn more about how he can help you secure your financial future.
Edward Jones - Financial Advisor: Jeremy W Angevine
Edward Jones - Financial Advisor: Jeremy W Angevine is a finance institution located at 1133 State Route 55 in Lagrangeville, New York, United States. Jeremy W Angevine is a trusted financial advisor who provides personalized investment advice and 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: Jeremy W Angevine is dedicated to helping individuals and families navigate the complexities of the financial world and secure their financial future. Contact Jeremy W Angevine today to schedule a consultation and start planning for a brighter tomorrow.
Edward Jones - Financial Advisor: Chelsea T Hanlon
Edward Jones - Financial Advisor: Chelsea T Hanlon is a reputable finance institution located at 2537 New York 52, Hopewell Junction, New York, United States. Chelsea T Hanlon is a dedicated financial advisor who provides personalized investment strategies and 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: Chelsea T Hanlon is committed to helping clients navigate the complexities of the financial world with confidence and peace of mind.
Robert E Feighan - Ameriprise Financial Services, Inc.
Robert E Feighan - Ameriprise Financial Services, Inc. is a finance institution located at 1342 State Route 55, Lagrangeville, New York, United States. The institution offers a range of financial services and specializes in asset management, retirement planning, estate planning, and investment opportunities for retirees and small business owners. The professionals at Robert E Feighan - Ameriprise Financial Services, Inc. hold various certifications and designations such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating their expertise and commitment to providing top-notch financial advice to their clients. Whether you are looking for assistance with portfolio management, retirement planning, estate planning, or investment management, the team at Robert E Feighan - Ameriprise Financial Services, Inc. is dedicated to helping you achieve your financial goals. Contact them today to learn more about how they can help you plan for a secure financial future.
Financial Services
Located on Edvard Bech Drive in Poughkeepsie, New York, the Financial Services institution offers a wide range of financial aid opportunities to help make a college education at Marist College affordable for all students. The Student Financial Services team is dedicated to providing exceptional customer service and support to students and their families throughout their academic journey. With a strong return on investment, Marist College offers top-tier internship locations, hands-on learning experiences, and a diverse academic environment to prepare students for successful careers post-graduation. The institution boasts high employment and loan repayment rates for its graduates, with 95% of students employed or attending graduate school within six months of graduation, and 98% successfully paying off their student loans. Through a variety of financing options and support services, Marist College aims to help students achieve their academic and career goals, ensuring a bright future beyond graduation.
Donald Seifert - Financial Consultant, Ameriprise Financial Services, LLC
Donald Seifert is a financial consultant at Ameriprise Financial Services, LLC located at 568 North Main Street in Brewster, New York, United States. With a focus on individual goals and risk tolerance, Donald provides investment, asset allocation, and portfolio recommendations tailored to each client. Regular meetings are scheduled to review progress, update strategies, and track goals. Clients can access their investments and accounts securely from any device. Donald Seifert is registered to conduct securities business in select states and offers complimentary initial consultations to discuss financial planning concepts. Ameriprise Financial Services, LLC, Member FINRA and SIPC, cannot guarantee future financial results. Visit the website for important disclosures and information on privacy and security. Referrals are welcomed, and friends or family members can expect to hear from Donald Seifert soon to discuss their financial goals.
Anthony Stella - Financial Advisor, Ameriprise Financial Services, LLC
Anthony Stella is a Financial Advisor at Ameriprise Financial Services, LLC located at 48 South Service Road, Melville, New York, United States. Anthony holds various 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®, CFP®, 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®. With expertise in asset management, retirement planning, estate planning, investment strategies, and more, Anthony is dedicated to providing comprehensive financial services to individuals and small business owners.
Rudolph Bruer - Financial Advisor, Ameriprise Financial Services, LLC
Rudolph Bruer, a financial advisor at Ameriprise Financial Services, LLC, located at 55000 Main Road, Southold, New York, offers a complimentary initial consultation to help clients achieve a more confident financial future. With background and qualification information available on FINRA's BrokerCheck website, Rudolph Bruer can provide an overview of financial planning concepts and discuss the current market trends. Securities offered by Ameriprise Financial Services, LLC are regulated by FINRA and SIPC, ensuring the protection of clients' investments. By meeting with Rudolph Bruer, clients can discuss their financial goals and receive personalized advice to navigate the complexities of the financial market. Whether you are a current Ameriprise client or considering becoming one, Rudolph Bruer is committed to helping individuals and families plan for a secure financial future. Contact Rudolph Bruer today to schedule a consultation and take the next step towards achieving your financial goals.
Edward Jones - Financial Advisor: Neil G Gargiulo, AAMS™
Edward Jones - Financial Advisor: Neil G Gargiulo, AAMS™ is a reputable financial institution located at 23 Depot Plaza in Bedford Hills, New York, United States. As a trusted advisor, Neil G Gargiulo, AAMS™ 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 individual. Whether you are planning for retirement, saving for college, or investing for the future, Neil G Gargiulo, AAMS™ is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
Angela M Celso - Private Wealth Advisor, Ameriprise Financial Services, LLC
Angela M Celso - Private Wealth Advisor at Ameriprise Financial Services, LLC is a prestigious financial institution located at 2 Westchester Park Drive in White Plains, New York, United States. Specializing in wealth management, Angela M Celso holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing her expertise in asset management, retirement planning, estate planning, and investment strategies. With a focus on ethical practices and client-centered services, Angela M Celso provides comprehensive financial planning tailored to meet the individual needs of her clients. Whether you are a retiree, small business owner, or high net worth individual, Angela M Celso is dedicated to helping you achieve your financial goals with integrity and professionalism.
Michael Samuelson - Financial Advisor, Ameriprise Financial Services, LLC
Michael Samuelson is a Financial Advisor at Ameriprise Financial Services, LLC located at 2900 Westchester Avenue in Harrison, New York, United States. He holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, retirement planning, estate planning, and investment strategies. With a commitment to ethical practices and ongoing education, Michael Samuelson provides tailored financial advice to individuals, retirees, small business owners, and high net worth clients. Whether you are looking to plan for retirement, manage your assets, or navigate complex financial situations, Michael Samuelson is dedicated to helping you achieve your financial goals.
Jennings Financial Advisory Corp
Jennings Financial Advisory Corp is a reputable institution located at 214 Mamaroneck Avenue in White Plains, New York, United States. Specializing in finance, insurance, and real estate services, they offer expert advice and guidance to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Jennings Financial Advisory Corp is dedicated to providing personalized solutions tailored to each client's unique needs. Whether you are looking to invest, protect your assets, or buy/sell property, they are committed to helping you make sound financial decisions. Visit their office today to learn more about their comprehensive services.
George Haydock - TIAA Wealth Management Advisor
George Haydock - TIAA Wealth Management Advisor is a leading financial institution located at 4 Westchester Park Drive in White Plains, New York. As a trusted advisor in wealth management, George Haydock provides personalized financial planning services to help clients achieve their financial goals. With a strong commitment to excellence and a focus on building long-term relationships, George Haydock - TIAA Wealth Management Advisor is dedicated to helping clients navigate the complexities of the financial world and secure their financial futures. Contact us today to learn more about our services and how we can help you plan for a prosperous future.
Joan Gregor - Financial Advisor, Ameriprise Financial Services, LLC
Joan Gregor is a knowledgeable and experienced financial advisor at Ameriprise Financial Services, LLC. Located at 2900 Westchester Avenue in Harrison, New York, Joan offers personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships and providing tailored solutions, Joan Gregor is dedicated to helping individuals and families navigate the complexities of the financial world. Whether you're planning for retirement, saving for a child's education, or looking to grow your investments, Joan Gregor can provide the guidance and expertise you need to secure your financial future.
David Lasco - Financial Advisor, Ameriprise Financial Services, LLC
David Lasco - Financial Advisor, Ameriprise Financial Services, LLC is a reputable financial institution located at 100 Summit Lake Drive in Valhalla, New York, United States. As a trusted advisor, David Lasco offers personalized financial planning services to help clients achieve their financial goals and secure their future. With expertise in wealth management, retirement planning, investment strategies, and more, clients can rely on Ameriprise Financial Services for expert guidance and support. Contact David Lasco today to schedule a consultation and take control of your financial future.
Philip C Kersting - Financial Advisor, Ameriprise Financial Services, LLC
Philip C Kersting is a reputable financial advisor at Ameriprise Financial Services, LLC located in White Plains, New York. With years of experience in the finance industry, Philip provides expert guidance and personalized financial planning services to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Philip C Kersting is dedicated to providing you with the tools and strategies needed for financial success. Visit the office at 445 Hamilton Avenue to start your journey towards a secure financial future.
Peter JD Dedel - Financial Advisor, Ameriprise Financial Services, LLC
Peter JD Dedel is a trusted financial advisor at Ameriprise Financial Services, LLC located in White Plains, New York. With years of experience in the finance industry, Peter is dedicated to helping clients achieve their financial goals and secure their financial futures. Whether you are planning for retirement, saving for college, or investing for the future, Peter can provide personalized advice and guidance to help you make informed financial decisions. Visit us at 445 Hamilton Avenue to start planning for a brighter financial future today.
Dillon Frame - TIAA Wealth Management Advisor
Dillon Frame - TIAA Wealth Management Advisor is a finance institution located at 4 Westchester Park Drive in White Plains, New York, United States. As a trusted advisor, Dillon Frame offers personalized wealth management services to help clients achieve their financial goals. With a focus on providing expert guidance and tailored investment strategies, Dillon Frame is dedicated to helping individuals and families build and preserve their wealth for the future. Whether you are planning for retirement, saving for education, or investing for the long term, Dillon Frame - TIAA Wealth Management Advisor is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.
Sean Gavin - Private Wealth Advisor, Ameriprise Financial Services, LLC
Sean Gavin - Private Wealth Advisor at Ameriprise Financial Services, LLC is a reputable financial institution located at 2900 Westchester Avenue in Harrison, New York. As a trusted advisor, Sean Gavin provides personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and providing tailored financial solutions, Sean Gavin is dedicated to helping clients navigate the complexities of the financial world and secure their financial future. Contact Sean Gavin today to learn more about how he can help you reach your financial goals.
Jeffrey Querido - TIAA Wealth Management Advisor
Jeffrey Querido - TIAA Wealth Management Advisor is a financial institution located at 4 Westchester Park Drive in White Plains, New York. As a trusted advisor, Jeffrey Querido provides personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships, Jeffrey Querido offers expert advice on investment strategies, retirement planning, and estate planning. Whether you are looking to grow your wealth or secure your financial future, Jeffrey Querido - TIAA Wealth Management Advisor is dedicated to providing top-notch financial guidance and support.
Arnel Gonzales - Financial Advisor, Ameriprise Financial Services, LLC
Arnel Gonzales is a trusted financial advisor at Ameriprise Financial Services, LLC, located at 2900 Westchester Avenue in Harrison, New York. With years of experience in the finance industry, Arnel Gonzales provides personalized financial planning and investment strategies to help clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Arnel Gonzales can provide expert guidance and support. Contact Arnel Gonzales at Ameriprise Financial Services, LLC for professional and reliable financial advice.
Andrew Buscetto - Financial Advisor, Ameriprise Financial Services, LLC
Andrew Buscetto is a highly experienced financial advisor at Ameriprise Financial Services, LLC, located at 50 Main Street in White Plains, New York. With a commitment to helping clients achieve their financial goals, Andrew provides personalized financial planning and investment management services. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Andrew Buscetto is dedicated to providing expert guidance and support every step of the way. Contact him today to schedule a consultation and start building a secure financial future.
Lincoln Financial Advisors
Lincoln Financial Advisors is a renowned finance institution located at 800 Westchester Avenue in Rye Brook, New York, United States. With a team of experienced financial advisors, they provide comprehensive financial planning services to help clients achieve their financial goals. Whether it's retirement planning, investment management, or estate planning, Lincoln Financial Advisors offers personalized solutions tailored to each client's unique needs. Trustworthy and reliable, they are committed to helping clients navigate the complexities of the financial world and secure their financial future.
Christopher Copenhaver - Financial Advisor, Ameriprise Financial Services, LLC
Christopher Copenhaver is a Financial Advisor at Ameriprise Financial Services, LLC located at 2900 Westchester Avenue in Harrison, New York, United States. He 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®, CFP®, 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 his expertise in asset management, financial planning for retirees and small business owners, estate planning, investment management, and specialized areas such as divorce financial analysis and military financial advising. Christopher Copenhaver is dedicated to providing comprehensive and personalized financial advice to help clients achieve their financial goals.
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