TOP 30 Financial investment options in New York City, New York

Revolution Financial Management NY is a leading finance institution located at 1300 Veterans Memorial Highway in Hauppauge, New York. Our team of expert financial advisors is dedicated to helping individuals and businesses achieve their financial goals through personalized planning and strategic investment management. With a focus on transparency, trust, and innovation, we strive to revolutionize the way our clients approach financial management. Contact us today to learn more about how we can help you secure a brighter financial future.

Lincoln Investment is a reputable finance institution located at 644 Veterans Memorial Highway in Hauppauge, New York. Our team of experienced professionals is dedicated to providing personalized financial solutions to help our clients achieve their goals. Whether you are looking to invest for the future, plan for retirement, or protect your assets, we are here to help. With a focus on integrity and excellence, Lincoln Investment is committed to helping you secure your financial future. Contact us today to schedule a consultation and see how we can assist you in reaching your financial objectives.

Allstate Financial Services - Thomas Kostulas is a reputable finance and insurance agency located in Hauppauge, New York, United States. With a strong focus on providing personalized financial solutions and insurance options, this institution is dedicated to helping individuals and families secure their financial future. Led by experienced professionals like Thomas Kostulas, clients can expect top-notch service and expert advice on a wide range of financial products. Whether you are looking for investment opportunities, retirement planning, or insurance coverage, Allstate Financial Services has the expertise to meet your needs and exceed your expectations.

Capital Financial Planning is a leading finance institution located at 50 New York 111, Smithtown, New York, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized planning and strategic investment strategies. Whether you are looking to save for retirement, invest in the stock market, or plan for your children's education, we are here to provide expert guidance and support every step of the way. Trust Capital Financial Planning to help you secure your financial future.

Welikey Financial Planning LLC is a trusted finance institution located at 195 East Main Street in Smithtown, New York. Our team of experienced financial planners is dedicated to helping individuals and businesses achieve their financial goals through personalized and comprehensive planning services. Whether you are looking to save for retirement, invest for the future, or plan for major life events, we are here to provide expert guidance and support every step of the way. Contact us today to schedule a consultation and start building a secure financial future.

Long Island Financial Services Group is a reputable finance institution located at 629 Medford Avenue in Patchogue, New York. With a commitment to providing top-notch financial services, our team of experts is dedicated to helping individuals and businesses achieve their financial goals. Whether you're looking for investment advice, retirement planning, or assistance with managing your assets, we have the knowledge and experience to guide you every step of the way. Trust Long Island Financial Services Group to provide you with personalized solutions tailored to your unique financial needs.

Barnum Financial Group is a finance institution located at 16 Lt John Olsen Lane, Saint James, New York, United States. We are dedicated to your financial well-being and helping you achieve your financial goals. Our leadership team is committed to achieving Barnum's mission and creating a culture of belonging, respect, and opportunity for all. We are proud to be recognized for our commitment to our clients and their financial success. Our knowledgeable team can assist you with managing risks, growing your wealth strategically, and planning for your future. We offer educational opportunities, insightful guidance, and personalized solutions to help you meet your needs and achieve your goals. Contact us today to schedule an appointment with a financial professional and start navigating your financial journey with confidence.

Merrill Lynch Financial Advisor Joseph Siemens is a seasoned professional with over 30 years of experience in the finance industry. Located at 225 Liberty Street in New York City, Joseph Siemens offers personalized financial planning services to clients across the United States. Having started his career at a regional firm in Louisville, Kentucky, Joseph Siemens now serves as a Senior Portfolio Manager at Merrill Lynch Wealth Management's Manhattan Rockefeller Center office. He also maintains offices in Key West, Florida, and the financial district in New York City.

Merrill Lynch Financial Advisor Zachary H Zelman is a reputable financial institution located at 75 Rockefeller Plaza in New York, New York, United States. Specializing in finance, this institution offers expert financial advice and services to help clients achieve their financial goals. With a dedicated team led by Zachary H Zelman, clients can trust in the institution's commitment to providing personalized and reliable financial solutions.

Merrill Lynch Financial Advisor Justin Mark Pierce, located at 75 Rockefeller Plaza in New York, offers a wide range of investment solutions from Merrill and banking products from Bank of America. Justin follows a disciplined process that begins with getting to know you, your family, and your financial situation to understand your goals. With a CEPA designation, Justin is committed to delivering excellent service and helping you pursue your financial goals while managing investment risk. By focusing on potential solutions tailored to your needs, Justin aims to turn your financial goals into reality. Through conversations and personalized plans, Justin helps you manage, grow, and preserve your wealth today and for the future. With access to Merrill's investment insights and Bank of America's banking solutions, Justin works with you to address your financial needs and provide guidance on wealth management. The institution offers tools to help you track changes in your life and goals, ensuring that your financial approach remains aligned with your aspirations. By connecting your life and finances, a Merrill advisor can provide you with the insights and capabilities needed to make informed decisions as you pursue your goals.

Merrill Lynch Financial Advisor Mark E Johnson is located at 75 Rockefeller Plaza, New York, New York, United States. Mark Johnson is a Senior Vice President and Senior Financial Advisor with over 30 years of experience in finance. He specializes in meeting the investment needs of high-net-worth individuals, privately held businesses, and Foundations. Mr. Johnson helps clients develop financial strategies and long-term investment portfolios tailored to their specific goals. He provides risk-appropriate portfolio modeling through a wide array of investment services, focusing on retirement planning, education funding, estate planning, survivor protection, income preservation, and liability management. Mr. Johnson holds a BA in Economics from Franklin and Marshall College and an MBA from the Columbia Business School. At Merrill Lynch Wealth Management, Mr. Johnson and his team are dedicated to building strong client relationships based on trust and personalized service. They believe in understanding each client's unique goals and priorities to create a financial approach that reflects their personality and helps them achieve their financial objectives. As a Merrill Lynch Wealth Management Advisor, Mr. Johnson offers personalized investment strategies and comprehensive financial solutions to address clients' needs and goals. He is registered to do business in multiple states and provides the latest investment insights, tips, and strategies to help clients live their best financial life. Please note that investing involves risk and it is important to consult legal and tax advisors before making any financial decisions.

Merrill Lynch Financial Advisor Rachel Yibo Zhang is a prestigious finance institution located at 75 Rockefeller Plaza in New York City, New York, United States. With a strong reputation for providing expert financial advice and guidance, Rachel Yibo Zhang offers personalized services to help clients achieve their financial goals. Whether you are looking to invest, save for the future, or plan for retirement, this institution is dedicated to providing top-notch financial solutions tailored to your individual needs. Trust Merrill Lynch Financial Advisor Rachel Yibo Zhang to help you navigate the complex world of finance with confidence and success.

Merrill Lynch Financial Advisor Clayton Cohen, located at 75 Rockefeller Plaza in New York, is dedicated to helping you manage your wealth through personalized strategies tailored to your financial goals. With access to the investment insights of Merrill Lynch and the banking solutions of Bank of America, Clayton Cohen can assist you in navigating today's changing market conditions. By participating in community service and volunteering, Clayton Cohen embodies the Merrill tradition of serving the communities we work in. Through the Merrill Personal Wealth Analysis™, Clayton Cohen can develop a personalized plan centered on your aspirations and priorities. By understanding your investment personality and goals, Clayton Cohen can customize a financial approach to help you pursue what matters most to you. Whether you are planning for retirement, saving for a home, or considering passing on your wealth to future generations, Clayton Cohen can work with you to create a plan to manage, grow, and preserve your wealth.

Diversified Financial Solutions is a comprehensive financial services firm located at 1355 North Ocean Avenue in Medford, New York. Our institution offers a wide range of services including finance, health, and insurance solutions to meet the diverse needs of our clients. With a team of experienced professionals, we are dedicated to providing personalized and tailored services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, health insurance options, or risk management solutions, Diversified Financial Solutions is here to help you navigate the complex world of finance and insurance. Contact us today to schedule a consultation and see how we can assist you in securing your financial future.

Foresters Financial is a finance institution located at 40 Wall Street in New York, New York, United States. They provide a range of financial services including investment planning, retirement planning, insurance, and wealth management. With a focus on helping individuals and families achieve their financial goals, Foresters Financial offers personalized solutions tailored to each client's unique needs. Their team of experienced professionals is dedicated to providing top-notch customer service and expert financial advice. Whether you are looking to secure your financial future or grow your wealth, Foresters Financial is committed to helping you succeed.

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 Kevin B. Busch, located at 114 West 47th Street in New York, New York, offers insights, observations, and ideas to help individuals pursue their financial goals. With Merrill Personal Wealth Analysis®, a personalized plan can be built and documented based on individual goals and priorities. The team at Merrill Lynch Wealth Management is dedicated to building strong client relationships and providing personalized service. Kevin Busch is registered to do business in several states and holds the Chartered Retirement Planning Counselor™ certification. The institution focuses on understanding each client personally and designing a financial approach that reflects their unique needs and priorities. By staying informed on the latest investment insights and strategies, clients can work towards achieving their financial goals. The institution emphasizes the importance of ongoing communication and adjustments to financial approaches as life and goals change. With access to the resources of Merrill and Bank of America, clients can receive comprehensive financial solutions tailored to their needs.

Merrill Lynch Financial Advisor Ramona Farrington is a reputable financial institution located at 114 West 47th Street in New York, New York, United States. Specializing in finance, they provide expert advice and personalized services to help clients achieve their financial goals. With a focus on building long-term relationships, Ramona Farrington and her team offer comprehensive financial planning, investment management, and retirement planning services to individuals and businesses. Trustworthy and experienced, Merrill Lynch Financial Advisor Ramona Farrington is dedicated to helping clients navigate the complexities of the financial world with confidence and peace of mind.

Merrill Lynch Financial Advisor Lee R Nesser is a finance institution located at 114 West 47th Street, New York, New York, United States. The mission of the institution is to unlock the confidence, simplicity, and security that wealth is meant to provide. The institution serves clients from diverse backgrounds and professions, all connected by the common goal of better planning for their families. The Nesser | Sheft Group offers personalized financial and wealth management plans designed to preserve and grow the wealth of their clients. Recognized as "Best-in-State Wealth Advisors" by Forbes in 2021 and 2022, the group is supported by the global resources of Merrill and Bank of America. The advisors at Merrill Lynch are committed to building strong client relationships based on trust and personalized service. Through the Merrill Personal Wealth Analysis™, clients can create a customized financial plan centered on their goals. The advisors work to help clients stay on track towards achieving their goals, adjusting their approach as needed. By getting to know clients personally and understanding their priorities, the advisors can offer a financial approach tailored to their unique needs. The institution offers a range of services, including investment advisory, financial planning, and other financial solutions. With a focus on personalized investment strategies and comprehensive financial solutions, Merrill Lynch Financial Advisor Lee R Nesser aims to help clients live their best financial lives.

MWR Financial - Luis Urena is a finance institution located at 2947 Fulton Street in New York, United States. We provide a wide range of financial services to help individuals and businesses achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized solutions and expert advice to our clients. Whether you are looking to invest, save for the future, or improve your credit score, we are here to help. Visit us today to learn more about how MWR Financial - Luis Urena can help you secure a brighter financial future.

Park Avenue Financial Advisors is a leading finance institution located at 136 Madison Avenue in the bustling city of New York, United States. With a team of experienced and knowledgeable financial advisors, we offer a wide range of services to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, our experts are here to provide personalized solutions tailored to your specific needs. Trust Park Avenue Financial Advisors to guide you towards a secure financial future.

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.

Gotham Financial Services is a leading finance institution located in the heart of New York City at 244 5th Avenue. With a strong reputation for providing top-notch financial services, Gotham Financial Services offers a wide range of solutions to meet the needs of individuals and businesses alike. Our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, Gotham Financial Services is here to help. Contact us today to learn more about how we can assist you with all of your financial needs.

Denver Burgess Financial Services is a reputable institution located at 1976 Flatbush Avenue 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 alike. 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 help with tax preparation, financial planning, or investment management, Denver Burgess Financial Services is here to assist you every step of the way. Choose us as your trusted financial partner and let us help you navigate the complexities of the financial world with ease.

Merrill Lynch Financial Advisor Julio C. Franco is located at 75 Rockefeller Plaza in New York, New York, United States. Julio is a Senior Vice President and an International Wealth Advisor with over 30 years of industry experience. He is a qualified Portfolio Manager who can help clients pursue their financial objectives by building and managing personalized strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. Julio focuses on transactional based clients, particularly in active trading strategies in equities, options, fixed income, and foreign currencies. He also manages a proprietary Global Thematic Equity portfolio and various Merrill model portfolios. Julio holds industry designations such as CFA®, FRM®, and CAIA®, and is a member of various financial associations. He has a Master of Science in Financial Risk Management and a BA in Economics and Finance. Fluent in Spanish, Julio resides in Greenwich, Connecticut. Merrill Personal Wealth Analysis™ is offered to help clients build a personalized financial plan centered on their goals and priorities. As a Merrill Lynch Wealth Management Advisor, Julio focuses on understanding each client's unique needs and provides personalized investment strategies and comprehensive financial solutions. Working with Julio means having access to the investment insights of Merrill and the banking solutions of Bank of America. He believes in placing the investor at the center of the planning process and aims to help clients navigate through financial transitions and decisions. By regularly reviewing and adjusting financial approaches, Julio helps clients stay on track to achieve their goals. Whether planning for retirement, saving for a home, or funding education, Julio works with clients to develop a customized approach that addresses their financial needs. With a focus on getting to know each client personally, Julio creates a financial strategy that reflects their personality and priorities. The ultimate goal is to help clients achieve their financial goals and live their best financial life.

Imperial Financial Alliance is a prestigious financial institution located at 136-18 39th Avenue in New York, United States. As a leading player in the finance industry, we offer a wide range of financial services to meet the diverse needs of our clients. Our team of experienced professionals is dedicated to providing personalized solutions and expert advice to help our clients achieve their financial goals. Whether you are looking to invest, save for the future, or secure a loan, Imperial Financial Alliance is here to help you every step of the way. Trust us to be your partner in financial success.

IDK Financial Services is a reputable finance institution located at 567 Buxton Avenue in West Hempstead, New York. With a team of experienced professionals, we offer a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or wealth management, our dedicated team is here to provide personalized solutions tailored to your specific needs. Trust IDK Financial Services to help you navigate the complexities of the financial world and secure a prosperous future.

Merrill Lynch Financial Advisor R. Jason Hutton is a prestigious finance institution located in New York, United States. Situated at 200 Park Avenue, 34th Floor, Grand Central/Metlife Building, New York, NY 10166, this institution prides itself on its team of experienced advisors who have been recognized by financial industry publications and Bank of America Corporation. The advisors at Merrill Lynch are dedicated to providing exemplary client service and setting the standard for excellence in the industry. The team at Merrill Lynch Wealth Management is committed to building strong client relationships based on trust and personalized service. Each relationship begins with a conversation to identify and prioritize the goals that matter most to the client. With access to a breadth of potential solutions, premier customer service, and financial tools tailored to each client's unique circumstances, Merrill Lynch strives to help clients achieve their financial goals.

Merrill Lynch Financial Advisor Zachary N Howland, located at 75 Rockefeller Plaza in New York, is dedicated to understanding your values and helping you achieve your financial goals. Zachary N. Howland, CPWA®, CFP®, focuses on providing excellent service and timely financial advice to a select group of families across the country, including senior corporate executives, healthcare professionals, business owners, and professional athletes. With a team of talented individuals committed to building strong client relationships based on trust and personalized service, Merrill Personal Wealth Analysis™ can help build and document a personalized plan centered on your goals. By getting to know you personally and understanding your aspirations, Zachary can help you design and implement a personalized plan intended to help you pursue your financial goals while managing investment risk. With access to the investment insights of Merrill and banking solutions from Bank of America, Zachary can work with you to develop an approach designed to address your financial needs. Whether you're planning for retirement, saving for a home, or passing wealth to future generations, Zachary N Howland is committed to helping you achieve your goals.

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.