TOP 30 Financial institution expertise in New York City, New York

Merrill Lynch Financial Advisor Thomas R Donahue, located at 225 Liberty Street in New York, is a finance institution offering personalized financial planning services. With over 30 years of experience in the financial services industry, Thomas focuses on helping individuals achieve their personal financial goals. He understands the challenges professionals face and works with clients to develop customized recommendations to pursue their objectives. Thomas utilizes the resources of Merrill Lynch Wealth Management to create appropriate strategies for retirement, education, philanthropy, and wealth transfer. With his expertise and qualifications, including the CPWA® and CIMA® designations, Thomas can help high-net-worth individuals minimize taxes, maximize growth, and transfer wealth effectively. He believes in building a personalized plan centered on clients' goals and priorities, adapting it as their lives and goals change. By listening to clients and understanding their aspirations, Thomas aims to help them achieve financial success and turn their goals into reality. As a Merrill Lynch Wealth Management Advisor, he is dedicated to helping clients navigate the complexities of their financial lives and pursue their financial goals.

Financial Comfort Inc. is a leading accounting and finance institution located at 90 Broad Street in the bustling city of New York, New York. Our team of experienced professionals is dedicated to providing our clients with the highest level of financial services to help them achieve their goals and secure their financial future. Whether you are looking for tax preparation, bookkeeping, financial planning, or investment advice, Financial Comfort Inc. is here to provide you with the expertise and guidance you need. Trust us to bring you peace of mind and financial comfort.

Environmental Financial Consulting Group is a leading institution located at 18 East 48th Street in New York, United States. Our mission is to provide a data-driven and strategic edge to Architecture, Engineering, and Consulting (AEC) firms in order to advance innovation, sustainability, and success in the industry. Our Advisory Team works closely with clients to help them work smarter, grow faster, and increase profits. Our services range from traditional Management Consulting functions to Valuations, Capital Flows Models, Sustainability and Tech Advisory, and Peer Benchmarking Analyses.

PHX Financial Inc. is a leading finance institution located at 100 Wall Street in the heart of New York City. With a reputation for excellence in financial services, PHX Financial Inc. offers a wide range of investment and wealth management solutions to clients in the United States and beyond. Our team of experienced professionals is dedicated to providing personalized and strategic financial advice to help our clients achieve their financial goals. Whether you are looking to grow your portfolio, plan for retirement, or secure your financial future, PHX Financial Inc. is here to help. Visit us today to learn more about how we can assist you in achieving financial success.

losing money when you invest in securities. Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets. Wealth management, as the name suggests, involves managing your wealth in a way that can help you achieve your financial goals. This can involve a variety of services, including investment management, financial planning, retirement planning, estate planning, tax planning, and more. Merrill Lynch Financial Advisor Max Myers, located at 75 Rockefeller Plaza in New York, offers personalized wealth management services to affluent clients. Max takes a Goals-Based Wealth Management approach, focusing on understanding each client's risk tolerance and life objectives to help them achieve their short, medium, and long-term financial goals. With a background in finance and management, Max has years of experience managing relationships with high-net-worth individuals and institutions.

Northwestern Mutual Financial, located at 6903 Fresh Pond Road in New York, United States, is a trusted institution in the finance industry. Our experienced financial advisors are dedicated to helping you protect your family and achieve your goals. We offer a wide range of financial options, including investments and insurance, tailored to your specific needs. With top ratings from major agencies and recognition for exceptional customer experience, Northwestern Mutual is committed to providing you with the best financial solutions. Our personalized plans take into account your current and future priorities, ensuring that you can make informed decisions today and in the future.

Merrill Lynch Financial Advisor James Hickey is a reputable institution located at 75 Rockefeller Plaza in New York, United States. The institution is known for its finance services and is led by Jamie Block, Senior Vice President at Merrill Lynch Wealth Management, who has over 23 years of expertise in empowering clients to achieve their financial dreams. James Hickey, Partner at Block-Hickey & Associates, is also a key figure in the team's portfolio strategy and development segments. The institution takes a holistic approach to financial planning, focusing on deep client engagement and risk understanding. With a team of talented and experienced individuals, Merrill Lynch Financial Advisor James Hickey is committed to building strong client relationships based on trust and personalized service. They offer personalized investment strategies and access to comprehensive financial solutions, ensuring that clients can navigate the financial and economic landscapes successfully. The institution values every client relationship and works tirelessly to help clients achieve their financial goals.

Element Financial Group is a prominent finance institution located in the heart of New York City at 205 Lexington Avenue. With a strong presence in the financial industry, Element Financial Group offers a wide range of services including investment banking, asset management, and financial advisory. Their team of experienced professionals provide personalized solutions to meet the unique needs of their clients. Whether you are looking to grow your wealth, manage your assets, or plan for the future, Element Financial Group is dedicated to helping you achieve your financial goals.

Rosenzweig Financial Services is a prestigious financial institution located at 2 Park Avenue in the heart of New York City. With a reputation for excellence and expertise in finance, Rosenzweig Financial Services offers a wide range of financial services to individuals and businesses. Their team of experienced professionals provides personalized financial solutions to help clients achieve their financial goals and secure their financial future. Whether you are looking for investment advice, retirement planning, or wealth management services, Rosenzweig Financial Services is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Opal Financial Group is a renowned finance institution located in the heart of New York City. With its prime location at 132 West 36th Street, this institution is a leading provider of financial services and investment opportunities. Known for its expertise in the finance industry, Opal Financial Group offers a wide range of services to help clients achieve their financial goals. Whether you are looking for investment advice, wealth management, or financial planning, the experienced professionals at Opal Financial Group are dedicated to providing top-notch services tailored to meet your individual needs. Visit their office in New York City to learn more about how they can help you secure your financial future.

Merrill Lynch Financial Advisor Michael Bausk is a finance institution located at 266 Merrick Road in Lynbrook, New York, United States. As a trusted financial advisor, Michael Bausk provides personalized financial planning and investment services to help clients achieve their financial goals. With expertise in wealth management, retirement planning, and investment strategies, clients can count on Merrill Lynch Financial Advisor Michael Bausk for expert guidance and support in navigating the complexities of the financial world.

Sector Financial Inc. is a premier financial institution located at 375 Park Avenue in the bustling city of New York, New York. Specializing in finance, Sector Financial Inc. offers a wide range of services to meet the diverse needs of its clients. With a team of experienced professionals, this institution is dedicated to providing top-notch financial solutions and expert advice to help individuals and businesses achieve their financial goals. Whether you are looking for investment opportunities, wealth management, or financial planning, Sector Financial Inc. is committed to delivering exceptional service and results. Visit us today to see how we can help you secure your financial future.

Merrill Lynch Financial Advisor Jeffrey Schoenfeld is a reputable finance institution located at 266 Merrick Road in Lynbrook, New York, United States. With years of experience and expertise in the financial industry, Jeffrey Schoenfeld provides personalized financial advice and services to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Merrill Lynch Financial Advisor Jeffrey Schoenfeld is dedicated to helping you make informed decisions and secure your financial future.

Miller Financial Services is a reputable institution located at 11463 Farmers Boulevard in New York, United States. Specializing in accounting and finance, our team of experts is dedicated to providing top-notch financial services to individuals and businesses. With years of experience and a commitment to excellence, we strive to help our clients achieve their financial goals and secure their financial future. Whether you need assistance with tax preparation, investment planning, or budgeting, Miller Financial Services is here to help. Visit us today to learn more about how we can assist you with all of your financial needs.

Davidov Financial Coaching is a premier finance institution located at 1981 Marcus Avenue in New Hyde Park, New York. Our team of experienced financial coaches are dedicated to helping individuals and businesses achieve their financial goals through personalized coaching and guidance. Whether you are looking to create a budget, save for retirement, invest wisely, or manage debt, our experts are here to provide the knowledge and support you need to succeed. Contact Davidov Financial Coaching today to start your journey towards financial freedom and security.

Nexus Financial Strategies is a leading financial institution located at 530 RXR Plaza in Uniondale, New York, United States. Specializing in finance, Nexus Financial Strategies offers a wide range of services including investment management, retirement planning, and wealth management. With a team of experienced professionals, clients can trust in the expertise and guidance provided by Nexus Financial Strategies to help them achieve their financial goals. Contact them today to learn more about how they can assist with your financial needs.

Valentino A Scaramuzzo - Financial Advisor, Ameriprise Financial Services, LLC, located at 401 Franklin Avenue, Garden City, New York, United States, offers a wide range of financial services and expertise. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Valentino A Scaramuzzo is equipped to assist individuals with asset management, retirement planning, estate planning, investment strategies, and insurance products. The institution also provides specialized services for domestic partners, estate planners, high net worth clients, seniors, and those planning for retirement. With a focus on comprehensive financial planning, Valentino A Scaramuzzo is dedicated to helping clients make informed decisions and achieve their financial goals.

Merrill Lynch Financial Advisor Pat Zinnanti, located at 1325 Franklin Avenue, Garden City, New York, United States, is a finance institution focused on building strong client relationships based on trust and personalized service. Every relationship begins with a conversation to identify and prioritize your goals, whether it's transferring wealth, planning for retirement, or funding a child's education. The institution believes in understanding you personally to create a financial approach that reflects your personality and helps you achieve your goals. With access to the investment insights of Merrill and banking solutions from Bank of America, they work with you to develop a customized strategy to address your financial needs. The team of talented individuals at Merrill Lynch Wealth Management Advisors is committed to helping you navigate the complexities of your financial life and pursue your goals. Whether you need help managing fluctuations in the market or changes in your life, they are there to guide you every step of the way. With a focus on personalized investment strategies and comprehensive financial solutions, Merrill Lynch Financial Advisor Pat Zinnanti is dedicated to helping you live your best financial life.

Imanico Tax & Financial Services is a reputable accounting and finance institution located at 545 Greenwich Street in Hempstead, New York. 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, financial planning, or bookkeeping, we are here to assist you every step of the way. Trust Imanico Tax & Financial Services to help you navigate the complexities of the financial world and achieve your goals with confidence.

Flushing Financial Corporation is a reputable bank and financial institution located at 220 RXR Plaza in Uniondale, New York, United States. Known for its strong financial services and commitment to customer satisfaction, Flushing Financial Corporation offers a wide range of banking products and services to individuals and businesses. With a focus on providing personalized solutions and expert financial advice, this institution is dedicated to helping its clients achieve their financial goals. Whether you are looking for a checking account, savings account, mortgage, or investment services, Flushing Financial Corporation is here to assist you every step of the way. Visit their location in Uniondale today to experience the exceptional service and expertise they have to offer.

John Hartnagel - Prudential Financial is a reputable finance and insurance agency located at 898 North Broadway in Massapequa, New York, United States. With a strong focus on providing personalized financial solutions and insurance products to meet the unique needs of each client, John Hartnagel - Prudential Financial is committed to helping individuals and businesses secure their financial future. The experienced team at this institution strives to offer top-notch services and expert advice to ensure their clients make informed decisions when it comes to managing their finances and protecting their assets. Whether you are looking for retirement planning, investment strategies, or insurance coverage, John Hartnagel - Prudential Financial is dedicated to helping you achieve your financial goals.

UBS Financial Services Inc. is a leading finance institution located at One Jericho Plaza in Jericho, New York, United States. With a strong reputation for providing top-quality financial services, UBS offers a wide range of investment and wealth management solutions to clients. Whether you are looking to grow your portfolio, plan for retirement, or secure your financial future, UBS has the expertise and resources to help you achieve your goals. Visit UBS Financial Services Inc. today to learn more about how they can help you navigate the world of finance.

Quin Ciuffetelli - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 390 North Broadway, Jericho, New York, United States, is a finance institution offering a range of specialized certifications and designations to ensure high-quality financial planning services. The advisors at this institution hold various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing their expertise in asset management, estate planning, investment fiduciary practices, portfolio management, and behavioral financial advising. Additionally, they offer specialized services for seniors, divorce financial analysis, estate planning, exit planning, and more. With a team of highly qualified professionals, Quin Ciuffetelli - Private Wealth Advisor is dedicated to providing comprehensive and personalized financial planning services to meet the unique needs of their clients.

Vania Markarian, CA Insurance License #OE43841, is a financial institution located at 58 South Service Road in Melville, New York. As a branch of UBS Financial Services Inc., they provide a range of financial services and products to help clients manage their wealth and achieve their financial goals. With a focus on insurance and investment planning, Vania Markarian offers personalized solutions tailored to each client's unique needs. Their team of experienced professionals is dedicated to providing top-notch service and expertise to help clients navigate the complexities of the financial world.

WealthBridge Financial Group is a leading finance institution located at 225 Broadhollow Road in Melville, New York. With a strong focus on wealth management and financial planning, our team of experts are dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to invest, plan for retirement, or manage your assets, WealthBridge Financial Group offers personalized solutions tailored to your specific needs. Trust us to bridge the gap between where you are now and where you want to be financially.

United Financial Wealth Management is a leading finance institution located at 170 Little East Neck Road in West Babylon, New York. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals and secure their future. We offer a wide range of services including investment management, retirement planning, estate planning, and more. With a focus on personalized attention and tailored solutions, we strive to provide our clients with the tools and expertise needed to navigate the complexities of the financial world. Trust United Financial Wealth Management to guide you towards a secure and prosperous financial future.

Merrill Lynch Financial Advisor Thomas P Riedy is located at 540 Montauk Highway, West Islip, New York, United States. This institution focuses on providing exemplary client service and has been recognized by Forbes as "Best-in-State Wealth Advisors" in 2019, 2022, and 2023. With over 80 years of combined experience in the financial services industry, Thomas P Riedy holds various professional designations such as the Certified Plan Fiduciary Advisor (CPFA) and Chartered Retirement Planning Counselor (CRPC®). He is dedicated to helping clients achieve their financial goals by creating personalized plans tailored to their needs and priorities. As a Merrill Lynch Wealth Management Advisor, Thomas P Riedy believes in building strong relationships with clients and staying informed about their changing life circumstances and financial goals. With access to the investment insights of Merrill and banking solutions from Bank of America, he works with clients to develop strategies to address their financial needs and help them pursue their goals. Thomas Riedy is registered to do business in multiple states and is committed to providing personalized investment strategies and comprehensive financial solutions to help clients live their best financial life.

Open Vistas Financial Solutions is a leading finance institution located at 575 Broadhollow Road in Melville, New York. With a team of experienced professionals, we provide a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need help with investments, retirement planning, or estate planning, our experts are here to guide you every step of the way. At Open Vistas Financial Solutions, we are committed to helping our clients navigate the complex world of finance with clarity and confidence. Contact us today to learn more about how we can help you secure a brighter financial future.

Broadridge Financial Solutions, located at 51 Mercedes Way in Brentwood, New York, is a leading institution in the finance industry. As an ATM and finance provider, we offer access to the latest news, analysis, and trends impacting businesses. Our representatives and specialists are dedicated to providing the solutions needed to advance your business. Whether you're looking to speak with a commercial representative or seeking insights from our annual studies on digital transformation, Broadridge has the expertise to help you succeed.

Insignis Financial Group LLC is a leading finance institution located at 200 Broadhollow Road in Melville, New York, United States. Specializing in a wide range of financial services, including investment management, financial planning, and wealth management, Insignis Financial Group LLC is dedicated to helping individuals and businesses achieve their financial goals. With a team of experienced professionals and a commitment to personalized service, clients can trust Insignis Financial Group LLC to provide expert guidance and support for all their financial needs.