Financial health advisors in New York, NY
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Advantage Insurance Brokerage
● ClosedAdvantage Insurance Brokerage is a reputable health insurance agency located at 68 Jay Street in New York, United States. With a team of experienced brokers, they specialize in helping individuals and businesses find the best health insurance plans to meet their needs. Whether you are looking for coverage for yourself, your family, or your employees, Advantage Insurance Brokerage can provide personalized assistance and guidance to ensure you have the coverage you need. Their commitment to customer service and expertise in the insurance industry make them a trusted choice for all your health insurance needs.
68 Jay St Suite 201, Brooklyn, NY 11201, United States -
Joseph P Lucia & Associates LLC
● ClosedJoseph P. Lucia & Associates, LLC is a finance institution located at 3505 Hill Boulevard in Yorktown Heights, New York, United States. As an independent financial advisory firm, they prioritize the best interests of their clients above all else. They offer personalized portfolio creation based on individual needs and investment goals, utilizing the stability and service of Charles Schwab Institutional as their custodian. With a focus on unbiased relationships and the highest standards of care, they provide ongoing collaboration and innovative strategies to help clients achieve their financial goals. Their team of experienced financial professionals and access to cutting-edge technologies ensure that clients receive exceptional service and objective financial planning. Recognized for their outstanding service, Joseph P. Lucia & Associates, LLC is dedicated to enriching the lives of their clients and helping them stay focused on their financial journey. They look forward to building long-term relationships with clients and helping them reach their financial dreams. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC. Awards received by the firm were based on merit and not paid for.
3505 Hill Blvd, Yorktown Heights, NY 10598, United States -
John Hancock Life Insurance
● ClosedJohn Hancock Life Insurance, located at 122 East 42nd Street, New York, New York, United States, is an insurance agency that offers financial advisory services with a personal touch. With a belief that life insurance should improve lives, the institution has been trusted by customers for over 160 years for their honesty, reliability, and commitment. John Hancock Life Insurance combines the tradition of a longstanding company with innovative solutions to transform the industry. They offer a variety of products to add value to policies, including the John Hancock Vitality Program which rewards and discounts for policyholders. The institution also provides access to the Galleri test for cancer detection for eligible members. Their experienced Advisors can help clients balance financial priorities, plan for retirement, and develop personalized financial plans tailored to individual goals. John Hancock Life Insurance is committed to empowering customers to protect what matters most and plan for a secure future.
122 E 42nd St #1903, New York, NY 10168, United States -
Ameritas
● OpenAmeritas is a financial institution located at 747 Chestnut Ridge Road, Spring Valley, New York, United States. They offer a range of products and services to help individuals and businesses achieve their long-term financial goals. Whether you need insurance, investment advice, or dental, vision, and hearing care, Ameritas has you covered. With a team of qualified professionals, Ameritas can help create a personalized financial strategy that works best for you. Ameritas is committed to helping you feel prepared for the future so you can spend less time worrying and more time enjoying life. Visit their website at ameritas.com for more information. Please note that Ameritas does not provide tax or legal advice, so be sure to consult with your own advisors for personalized guidance.
747 Chestnut Ridge Rd, Spring Valley, NY 10977, United States -
F & F Insurance Services | Barry Fitzgerald
● ClosedF & F Insurance Services, led by Barry Fitzgerald, is a reputable health insurance agency located at 532 Riverdale Avenue in Yonkers, New York. With a commitment to providing personalized and comprehensive insurance solutions, our experienced team is dedicated to helping individuals and families navigate the complexities of the healthcare system. Whether you are looking for coverage for yourself or your loved ones, F & F Insurance Services is here to guide you every step of the way. Contact us today to learn more about our services and how we can assist you in finding the right health insurance plan for your needs.
532 Riverdale Ave, Yonkers, NY 10705, United States -
Gus Simeon - State Farm Insurance Agent
● ClosedGus Simeon - State Farm Insurance Agent is a reputable insurance agency located at 854 Nostrand Avenue in Brooklyn, New York. With over 20 years of experience in the insurance industry, Gus Simeon and his team are dedicated to providing excellent customer service and assisting clients with their auto, home/renters, and life insurance needs. As a native of Brooklyn, Gus has a passion for entrepreneurship and community involvement, making him a trusted advisor for all financial journeys. The agency also serves small business owners with a range of commercial insurance options. Stop by the office for a free quote and personalized assistance. Please note that sensitive personal information should not be shared online for your protection. State Farm VP Management Corp. distributes securities, while State Farm Life Insurance Company offers life insurance and annuities. Deposit products are provided by U.S. Bank National Association. For pet insurance, American Pet Insurance Company and ZPIC Insurance Company underwrite policies, administered by Trupanion Managers USA, Inc. State Farm is committed to providing reliable insurance and financial services to the Brooklyn community. Contact us today for all your insurance needs.
854 Nostrand Ave, Brooklyn, NY 11225, United States -
Hilda Ortega - State Farm Insurance Agent
● Closedts are underwritten and issued by American Pet Insurance Company, a member of the State Farm family of companies. American Pet Insurance Company is licensed in all 50 states and the District of Columbia. This institution is located at 491 New Rochelle Road, Bronxville, New York, United States. The insurance agency offers a wide range of insurance options, including Home Insurance, Life Insurance, Auto Insurance, Business Insurance, and more. The team at Hilda Ortega State Farm is dedicated to providing exceptional customer service and ensuring that clients receive the coverage they need to protect themselves and their loved ones. The office is easily accessible from Cross County Parkway East, making it convenient for residents of Bronxville and surrounding areas to visit. Stop by for a Life Insurance quote and receive a gift card by December 8, 2023. Whether you need insurance for your home, car, business, or health, the team at Hilda Ortega State Farm is here to help you find the right coverage for your needs. Contact them today to learn more about the insurance options available to you.
491 New Rochelle Rd, Bronxville, NY 10708, United States -
Loretta Vitale - Raymond James
● OpenLoretta Vitale - Raymond James is a renowned finance institution located at 900 South Avenue in New York, United States. With a strong reputation for excellence in financial services, Loretta Vitale - Raymond James offers a wide range of investment options and personalized financial planning solutions to help clients achieve their financial goals. The institution's team of experienced professionals provides expert guidance and support to clients, ensuring a high level of service and satisfaction. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Loretta Vitale - Raymond James is dedicated to helping you succeed.
900 South Ave #6, Staten Island, NY 10314, United States -
Elevating Your Business
● ClosedElevating Your Business, located at 322 101st Street in New York, United States, is a finance and health institution dedicated to helping female financial advisors increase their revenues and grow their businesses effortlessly. Led by award-winning Strategic Consultant and Success Coach Maria, the institution offers group coaching, small mastermind programs, and personalized services tailored to the needs of each client. Through a three-step process of self-awareness, strategic planning, and action, Elevating Your Business guides clients towards professional and personal success. By implementing proven tools and templates, clients can build systems, scale their businesses, and live better while freeing up time to focus on growing their businesses without burnout.
322 101st St #38C, Brooklyn, NY 11209, United States -
Chera Wealth Management - Osaic Affiliate Firm
● ClosedChera Wealth Management - Osaic Affiliate Firm is a leading finance institution located at 8302 13th Avenue in New York, United States. Specializing in wealth management services, this firm offers personalized financial solutions to help clients achieve their financial goals. With a team of experienced professionals, Chera Wealth Management provides expert advice and guidance to individuals and businesses looking to grow and protect their assets. Whether you are planning for retirement, investing for the future, or seeking to maximize your wealth, Chera Wealth Management can help you navigate the complex world of finance with confidence and peace of mind.
8302 13th Ave, Brooklyn, NY 11228, United States -
VSV Insurance Agency
● OpenVSV Insurance Agency is a leading finance and insurance agency located at 1601 Kings Highway in New York, United States. With a strong commitment to providing top-notch insurance services to individuals and businesses, VSV Insurance Agency offers a wide range of insurance products tailored to meet the unique needs of their clients. Whether you're looking for auto, home, life, or business insurance, the experienced team at VSV Insurance Agency is dedicated to helping you find the perfect coverage at competitive rates. Trust VSV Insurance Agency to protect what matters most to you.
1601 Kings Hwy, Brooklyn, NY 11229, United States -
Globe Life National Income Division: Pappas Akuamoa Organization
● ClosedGlobe Life National Income Division: Pappas Akuamoa Organization is an insurance agency located in the bustling city of New York, United States. Specializing in providing financial protection and peace of mind to individuals and families, our dedicated team at 36-36 33rd Street is committed to helping clients secure their future through a range of insurance products. With a focus on customer service and personalized solutions, we strive to be a trusted partner in safeguarding your income and assets. Contact us today to learn more about how we can assist you in achieving your financial goals.
36-36 33rd St #201, Queens, NY 11106, United States -
Alliant Private Client
● ClosedAlliant Private Client, located at 32 Old Slip, New York, New York, United States, is an insurance agency dedicated to protecting your assets today and securing your legacy for tomorrow. Specializing in high-net-worth individuals and families, Alliant Private Client offers personalized risk management solutions for homes, collections, liability, cyber security, and life insurance. With a collaborative team of experts, Alliant Private Client has a reputation for excellence and reliability in the insurance landscape. In today's evolving insurance market, Alliant Private Client provides insights and guidance on self-insurance as a potential risk management strategy. By understanding the benefits and downsides of self-insurance, clients can make informed decisions on how to best protect their assets. From redirecting insurance funds towards protective measures to considering the financial obligations of catastrophic losses, Alliant Private Client offers comprehensive advice on risk retention strategies.
32 Old Slip, New York, NY 10005, United States -
Ernest Luciano: Allstate Insurance
● ClosedErnest Luciano: Allstate Insurance is a trusted insurance agency located at 15 New York 303 in Congers, New York. Specializing in providing a wide range of insurance products and services, our team of experienced professionals is dedicated to helping clients protect what matters most to them. Whether you're looking for auto, home, life, or business insurance, we are here to help you find the right coverage at the best possible rates. With a commitment to excellent customer service and personalized attention, Ernest Luciano: Allstate Insurance is your go-to agency for all your insurance needs.
15 NY-303, Congers, NY 10920, United States -
Breukelen Wealth & Taxes
● ClosedBreukelen Wealth & Taxes is a leading accounting and finance institution located at 155 Prince Street in New York, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you need help with tax preparation, wealth management, or financial planning, we are here to assist you every step of the way. With a commitment to excellence and a focus on delivering personalized solutions, Breukelen Wealth & Taxes is your trusted partner for all your financial needs.
155 Prince St, Brooklyn, NY 11201, United States -
R B CENTER Inc.
● ClosedR B CENTER Inc. is a leading accounting and finance institution located at 710 West 190th Street in New York, New York. With a team of experienced professionals, we offer a wide range of financial services to individuals and businesses. Our expertise includes tax preparation, bookkeeping, financial planning, and more. Whether you need help with your personal finances or are looking to improve your business's financial health, R B CENTER Inc. is here to assist you every step of the way. Contact us today to schedule a consultation and see how we can help you achieve your financial goals.
710 W 190th St ste c, New York, NY 10040, United States -
David Friedman
● OpenDavid Friedman is a reputable doctor's institution located at 171 Delancey Street in New York City. Specializing in health and wellness, Dr. Friedman and his team offer top-notch medical care and personalized treatment plans for patients of all ages. With a focus on preventive care and holistic approaches to health, the institution is dedicated to helping individuals achieve and maintain optimal well-being. From routine check-ups to complex medical conditions, David Friedman provides comprehensive and compassionate care to all patients.
171 Delancey St, New York, NY 10002, United States -
CSI GROUP, LLP. - CPAs
● OpenCSI Group, LLP. - CPAs is a reputable institution located at 3996 Amboy Road in New York, United States. Specializing in accounting, finance, and legal services, CSI Group, LLP. offers a wide range of professional expertise to meet the diverse needs of its clients. With a team of experienced Certified Public Accountants, financial advisors, and lawyers, the institution provides high-quality services and strategic solutions to help individuals and businesses achieve their financial goals. Whether you need assistance with tax preparation, financial planning, or legal matters, CSI Group, LLP. is dedicated to providing expert guidance and personalized support to ensure your success.
3996 Amboy Rd, Staten Island, NY 10308, United States -
Sella Family Trust
● OpenThe Sella Family Trust is a health institution located at 15 Marble Loop in New York, United States. Our trust is dedicated to providing top-quality healthcare services to individuals and families in need. With a team of experienced and compassionate healthcare professionals, we strive to promote wellness and improve the overall health of our community. Visit us today and experience the exceptional care and support that the Sella Family Trust has to offer.
15 Marble Loop, Staten Island, NY 10309, United States -
Spear CPA CFP
● ClosedSpear CPA CFP is a reputable accounting and finance institution located at 1180 6th Avenue in New York City, New York. Our team of certified public accountants and certified financial planners provide expert financial services to individuals and businesses in the area. With a focus on professionalism and integrity, we offer a wide range of services including tax preparation, financial planning, and consulting. Trust Spear CPA CFP for all your accounting and finance needs in the heart of New York City.
1180 6th Ave 8th Floor, New York, NY 10036, United States -
Agency Specialists Insurance
● ClosedAgency Specialists Insurance is a reputable insurance agency located at 5881 Scenic Avenue in Mexico, New York, United States. We specialize in providing a wide range of insurance products and services to meet the needs of individuals and businesses alike. Our team of experienced insurance specialists is dedicated to helping our clients find the right coverage at the best possible rates. Whether you are looking for auto, home, life, or business insurance, we are here to help you protect what matters most. Contact us today to learn more about how we can assist you with your insurance needs.
5881 Scenic Ave, Mexico, NY 13114, United States -
Richard Jenkins Insurance Agency
● ClosedRichard Jenkins Insurance Agency is an Independent Insurance Agency located at 2944 East Main Street in Parish, New York. We offer a variety of Personal Insurance coverages including Auto Insurance, Homeowners Insurance, Flood Insurance, Renters Insurance, and Recreational Vehicle insurance. Our dedicated team is committed to addressing all of your insurance concerns and providing you with the best coverage options available. In addition to Personal Insurance, we also offer a range of Commercial insurance coverages such as General Liability, Commercial Auto, Workers Compensation, Bonds, and Commercial Property insurance. Our goal is to help you save money on your insurance costs while ensuring you have the proper coverage for your needs.
2944 E Main St, Parish, NY 13131, United States -
Watertown Wealth Management
● ClosedWatertown Wealth Management is a reputable finance and insurance agency located at 531 Washington Street in Watertown, New York, United States. Our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking for investment advice, retirement planning, insurance coverage, or wealth management services, we are here to provide personalized solutions tailored to your unique needs. Trust Watertown Wealth Management to guide you towards a financially secure and prosperous future.
531 Washington St # 3501, Watertown, NY 13601, United States -
Fuller Insurance Agency Inc.
● ClosedFuller Insurance Agency Inc. is a reputable health and insurance agency located at 110 South School Street in Carthage, New York, United States. With an additional location in Canton, NY, they are licensed to conduct business in New York State. Specializing in serving Jefferson County, Lewis County, and St. Lawrence County, including areas such as Watertown, Fort Drum, Lowville, Gouverneur, Potsdam, Massena, and Ogdensburg in the North Country region. They also extend their services throughout Upstate New York, including Syracuse, Oswego, Utica, Rome, Rochester, and Plattsburgh. Trust Fuller Insurance Agency Inc. for all your insurance needs in the Northern New York region.
110 S School St, Carthage, NY 13619, United States -
Hollander Investments & Insurance Services
● ClosedHollander Investments & Insurance Services is a reputable finance, health, and insurance agency located at 361 East Orvis Street in Massena, New York. With a commitment to providing personalized financial and insurance solutions, our experienced team of professionals is dedicated to helping clients achieve their financial goals and protect their assets. Whether you are looking for investment advice, health insurance coverage, or comprehensive insurance policies, Hollander Investments & Insurance Services is here to assist you every step of the way. Visit us today to learn more about our services and how we can help secure your financial future.
361 E Orvis St, Massena, NY 13662, United States -
InFocus Insurance
● ClosedInFocus Insurance, located at 8035 Oswego Road in New York, is an insurance agency that specializes in offering customized insurance solutions across New York State. With a team of experienced professionals and access to top-rated carriers, InFocus Insurance takes the stress out of the insurance buying process for individuals, families, and businesses in Liverpool, NY, and beyond. They strive to provide comprehensive insurance solutions to protect clients from the unexpected and help them plan for the predictable. From homeowners insurance to personal liability coverage, InFocus Insurance is dedicated to meeting the unique needs of each client. They also offer specialized insurance for collector vehicles and valuable possessions, ensuring that clients have the coverage they need. If you are looking for a reliable insurance advisor and advocate in New York State, consider switching to InFocus Insurance for peace of mind and exceptional service.
8035 Oswego Rd, Liverpool, NY 13090, United States -
Brad Sweet - State Farm Insurance Agent
● ClosedBrad Sweet - State Farm Insurance Agent is a reliable insurance agency located at 693 South Bay Road in North Syracuse, New York. As a trusted State Farm agent, Brad Sweet offers a wide range of insurance products and services to meet the needs of individuals and families. Whether you are looking for auto, home, life, or business insurance, Brad Sweet is dedicated to providing personalized and professional service to help you protect what matters most. Contact Brad Sweet - State Farm Insurance Agent today to discuss your insurance needs and get a quote tailored to your unique situation.
693 S Bay Rd, North Syracuse, NY 13212, United States -
Chanel Rhodes at Comparion Insurance Agency
● OpenChanel Rhodes at Comparion Insurance Agency is a trusted insurance agency located at 7997 Brewerton Road in Cicero, New York. With years of experience in the industry, our dedicated team provides personalized insurance solutions to meet the needs of our clients. Whether you are looking for auto, home, life, or business insurance, we are here to help you find the right coverage at the best rates. Contact us today to learn more about how we can protect what matters most to you.
7997 Brewerton Rd, Cicero, NY 13039, United States -
Reagan Companies
● ClosedReagan Companies, located at 8 East Main Street in Marcellus, New York, is a health and insurance agency dedicated to helping clients manage their potential risk. The experienced advisors at Reagan Companies utilize their Beyond Insurance® process to identify, understand, implement, and monitor risk management strategies for individuals and businesses. They work in four devised steps to uncover and address business risk issues before they become problems. Clients have praised Reagan Companies for exceeding expectations and providing top-notch customer service. The agency offers a comprehensive suite of insurance solutions to protect clients from the unexpected. They work closely with clients to help them make informed decisions about their protection and future. Reagan Companies serves clients in New York State and beyond, offering choices from top-rated national and regional insurance carriers. With a focus on being dynamic, innovative, and trusted, Reagan Companies strives to be the region's leading Risk Management and Wealth Advisory firm.
8 E Main St, Marcellus, NY 13108, United States -
The Frigault Agency, Inc.
● ClosedThe Frigault Agency, Inc. is a reputable insurance agency located at 136 Clinton Road in New Hartford, New York, United States. With a team of experienced agents, we provide a wide range of insurance products and services to meet the needs of our clients. Whether you are looking for auto, home, life, or business insurance, we are here to help you find the right coverage at competitive rates. Our commitment to customer service and personalized attention sets us apart from other agencies. Contact us today to learn more about how we can protect what matters most to you.
136 Clinton Rd #12B, New Hartford, NY 13413, United States
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