TOP 30 Financial legacy solutions in New York, New York

471 results found

Robert Dolliver - Private Wealth Advisor at Ameriprise Financial Services, LLC is a trusted financial institution located at 2900 Westchester Avenue in Harrison, New York. As a seasoned professional in the finance industry, Robert Dolliver provides personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and delivering tailored financial solutions, Robert Dolliver is committed to helping clients navigate the complexities of personal finance and investing. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Robert Dolliver - Private Wealth Advisor at Ameriprise Financial Services, LLC is dedicated to helping you secure your financial future.

Merrill Lynch Financial Advisor Lisa M. Keating-Gradilone is a reputable finance institution located at 360 Hamilton Avenue in White Plains, New York, United States. With a focus on providing expert financial advice and guidance, Lisa M. Keating-Gradilone offers personalized investment strategies to help clients achieve their financial goals. With a strong reputation for professionalism and expertise, this institution is a trusted partner for individuals seeking sound financial planning and wealth management services.

Edward Jones - Financial Advisor: Wayne R Buess, AAMS™ is a finance institution located at 82 Main Street in Kings Park, New York, United States. As a trusted financial advisor, Wayne R Buess, AAMS™ provides personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, clients can feel confident in their financial decisions with the guidance of Edward Jones. Whether you are planning for retirement, saving for your child's education, or investing for the future, Wayne R Buess, AAMS™ is dedicated to helping you navigate the complexities of the financial world.

McMahon Sable Wealth Management Group - UBS Financial Services Inc. is a renowned finance institution located at 709 Westchester Avenue in White Plains, New York, United States. With a strong reputation for providing top-notch financial services, the institution offers expert wealth management solutions to help clients secure their financial future. Whether you are looking to invest, plan for retirement, or manage your assets, McMahon Sable Wealth Management Group has a team of experienced professionals ready to assist you. Trust in their expertise and dedication to help you achieve your financial goals.

Hudson Peak Wealth Advisors, located at 427 Bedford Road in Pleasantville, New York, is a branch of Ameriprise Financial Services, LLC. As a finance institution, they specialize in providing comprehensive wealth management services to individuals, families, and businesses. Their team of experienced financial advisors work closely with clients to create personalized financial plans tailored to their unique goals and objectives. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Hudson Peak Wealth Advisors is dedicated to helping you achieve financial success.

Legacy Tax Consulting Inc is a finance institution located at 10 New York 119, Elmsford, New York, United States. Our team of experienced tax consultants is dedicated to providing expert advice and guidance to individuals and businesses in navigating the complex world of taxes. Whether you need help with tax planning, preparation, or resolution, we are here to assist you every step of the way. Trust Legacy Tax Consulting Inc to help you achieve your financial goals and secure your financial future.

Richard Kersting is a financial advisor at Ameriprise Financial Services, LLC located at 445 Hamilton Avenue in White Plains, New York, United States. Richard holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, investment strategies, estate planning, retirement planning, and insurance products. Richard also specializes in working with domestic partners, seniors, and small business owners. With a focus on ethical practices and continuous education, Richard provides comprehensive financial planning services to help clients achieve their financial goals.

Empire Financial Advisors, Inc. is a reputable finance institution located at 3 Lear Jet Lane in Latham, New York, United States. Our team of experienced financial advisors is dedicated to providing personalized, comprehensive financial planning and investment strategies to help clients achieve their financial goals. With a commitment to transparency, integrity, and client satisfaction, Empire Financial Advisors, Inc. is a trusted partner in navigating the complexities of the financial world. Contact us today to schedule a consultation and take the first step towards securing your financial future.

Bouchey Financial Group, Ltd. is a finance institution located at 1819 5th Avenue, Troy, New York, United States. At Bouchey Financial, we strive to make investing and financial planning clear and simple for our clients, so they can make confident decisions. Our team members come from diverse backgrounds, allowing us to build a client-centric organization focused on our clients' financial success. We adhere to the Certified Financial Planner Code of Ethics and the Certified Financial Planners Board of Standards Practice Standards, ensuring the highest level of professionalism and integrity in our services. Since 1995, we have been providing personalized wealth management services as an SEC Registered Investment Advisor, with nearly $1 billion in assets under management.

Merrill Lynch Financial Advisor Nicole Leonard, located at 26 Century Hill Drive in Latham, New York, is part of The Moloney - Leonard Group, dedicated to helping clients achieve their financial goals. With 85 years of combined financial services experience, the team at Merrill Lynch focuses on developing a customized financial approach for each client, placing them at the center of the wealth management process. The team at Merrill Lynch understands that each client's situation is unique and ever-changing. By getting to know clients personally and understanding their goals and priorities, they can provide thoughtful investment guidance aligned with what matters most to each individual. Through tools like the Investment Personality Assessment, they tailor financial strategies to suit each client's needs and preferences.

Merrill Lynch Financial Advisor Michael Barnes, located at 69 State Street, Albany, New York, United States, is dedicated to helping clients manage their wealth through personalized wealth management strategies. With a deep understanding of clients' financial goals and priorities, Michael Barnes offers access to investment insights from Merrill and banking solutions from Bank of America. By participating in the community and volunteering with local organizations, Michael Barnes builds strong relationships with clients and understands their evolving needs. Through the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, clients receive tailored financial plans that align with their aspirations and values. Whether planning for retirement, education, or legacy, Michael Barnes works closely with clients to implement strategies that help them achieve their goals. With a focus on ongoing communication and adjustments to financial approaches, Michael Barnes ensures that clients stay on track to financial success. As a registered advisor in multiple states, Michael Barnes offers personalized investment strategies and comprehensive financial solutions to help clients live their best financial life.

Laferriere Financial is a trusted financial institution located at 22 Century Hill Drive in Latham, New York. Specializing in finance, Laferriere Financial provides a wide range of services to help individuals and businesses manage their finances effectively. With a team of experienced professionals, Laferriere Financial offers personalized solutions to meet the unique needs of each client. Whether you are looking for investment advice, retirement planning, or assistance with budgeting and saving, Laferriere Financial is dedicated to helping you achieve your financial goals. Visit us today to learn more about how we can help you secure your financial future.

Allen Financial Consultants is a leading finance institution located at 14 Corporate Drive in New York, United States. With a team of experienced financial advisors, we provide personalized and comprehensive financial planning services to help our clients achieve their financial goals. Whether you are looking to invest, save for retirement, or plan for your children's education, our experts are here to help. Trust Allen Financial Consultants to guide you towards a secure financial future.

Babcock Financial Advisors Inc is a reputable finance institution located at 306 Grooms Road in New York, United States. With a team of experienced financial experts, they provide personalized financial planning and investment services to help individuals and businesses achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or invest for the future, Babcock Financial Advisors Inc can provide you with the guidance and expertise needed to make informed financial decisions. Contact them today to schedule a consultation and start building a secure financial future.

Merrill Lynch Financial Advisor Kelsey B Irwin, located at 26 Century Hill Drive in Latham, New York, is dedicated to understanding your values and life goals to help you plan your legacy. Kelsey Irwin, a Certified Financial Planner with a Masters in Business Administration, provides tailored wealth strategies for individuals and families. The team at Franke, Stento, Mohan & Irwin offers big-picture vision and attention to detail to simplify the complexities of significant wealth. With Merrill Personal Wealth Analysis™, they create personalized plans focused on your goals. By utilizing the Investment Personality Assessment, they customize financial approaches to help you pursue what matters most. Kelsey Irwin aims to connect you to the people, plan, and process that fit your unique ambitions, helping you achieve your personal goals and manage your wealth effectively. With regular check-ins and adjustments, they ensure you stay on track to reach your objectives. Through one-on-one relationships and comprehensive financial solutions, Merrill Lynch Wealth Management Advisors prioritize your needs and guide you towards financial success.

NEXT Financial Group, Inc. is a finance institution located at 135 Main Street in Ravena, New York, United States. We are dedicated to helping you navigate towards a brighter financial future by providing expert advice and guidance. Our team of skilled professionals can help you understand the opportunities and potential rewards available when you take a proactive approach to your personal financial situation. We offer a range of services including insurance, investing, retirement planning, estate planning, and wealth preservation. Our goal is to help you achieve your financial goals and create lasting wealth and legacy. We believe in living simply now so you can simply live later, and we provide tips such as never carrying credit card debt, keeping six months of expenses in the bank, and thinking long term.

Halliday Financial is a leading finance institution located at 4 Executive Park Drive in New York, United States. With a strong reputation for providing expert financial services, Halliday Financial offers a wide range of investment and wealth management solutions to help clients achieve their financial goals. The institution is known for its personalized approach, attention to detail, and commitment to client satisfaction. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial markets, Halliday Financial is dedicated to helping you succeed.

Jennifer George is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 1654 Columbia Turnpike in Castleton, New York, United States. She holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating her expertise in asset management, investment strategies, estate planning, retirement planning, and insurance products. Jennifer is also a Certified Divorce Financial Analyst, Certified Estate Planner™, and Certified Fund Specialist, among other designations, showcasing her commitment to providing comprehensive financial planning services to her clients. With a focus on helping individuals and families achieve their financial goals, Jennifer George is dedicated to providing personalized and strategic financial advice to her clients.

Plummer Financial Services is a reputable financial institution located at 295 Elsmere Avenue, Delmar, New York. With a team of experienced financial advisors, Plummer Financial Services offers a wide range of personalized financial solutions to help clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or seeking advice on wealth management, Plummer Financial Services is dedicated to providing expert guidance and exceptional customer service. Contact us today to schedule a consultation and take the first step towards securing your financial future.

Edward Jones - Financial Advisor: Mike DiFabio is a reputable financial institution located at 596 Loudon Road in Latham, New York, United States. As a trusted financial advisor, Mike DiFabio offers personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Mike DiFabio is committed to providing top-notch financial advice and guidance to individuals and families in the Latham area. Whether you are looking to plan for retirement, save for your children's education, or invest for the future, Mike DiFabio and his team are dedicated to helping you navigate the complex world of finance with confidence and peace of mind.

Edward Jones - Financial Advisor: Vic Bernstein, AAMS™ is a reputable financial institution located at 622 Loudon Road in Latham, New York, United States. Vic Bernstein, an Accredited Asset Management Specialist, offers expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships and providing exceptional customer service, Edward Jones - Financial Advisor: Vic Bernstein, AAMS™ is dedicated to helping individuals and families navigate the complexities of the financial world with confidence and peace of mind.

Sausville Benson Financial is a reputable finance institution located at 24 Aviation Road in Albany, New York, United States. With a strong focus on providing personalized financial solutions to individuals and businesses, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with wealth management, Sausville Benson Financial is committed to providing top-notch service and expertise. Visit us today to see how we can help you secure your financial future.

Albany Financial Group - AJ Amato Wealth Team is a leading finance institution located at 80 Wolf Road in Albany, New York, United States. Our team of experienced financial advisors is dedicated to helping individuals and businesses achieve their financial goals through personalized wealth management strategies. With a focus on building long-term relationships and providing exceptional service, we are committed to helping our clients navigate the complexities of the financial world with confidence and peace of mind. Contact us today to learn more about how we can help you secure your financial future.

Inspire Confidence Group - Ameriprise Financial Services, LLC, located at 80 Wolf Road in Albany, New York, is a finance institution dedicated to inspiring a more confident future for clients through a collaborative advisory experience. The team at Inspire Confidence Group prioritizes integrity and their clients' interests above all else, creating a family-focused client experience aimed at simplifying life and reducing stress. They strive for excellence through leadership and teamwork, aiming to make a positive impact in the communities they serve. The institution has been recognized as one of Forbes Best-in-State Wealth Management Teams for 2024. The team at Inspire Confidence Group offers a range of financial planning services, including tax planning for retirement, family legacy planning, and more. They are committed to providing a great client experience and helping clients achieve their financial goals.

Thomas Brockley - RBC Wealth Management Financial Advisor is a trusted institution located at 455 Patroon Creek Boulevard in Albany, New York. As a leading finance professional, Thomas Brockley provides expert financial advice and services to help clients achieve their financial goals. With a strong background in wealth management, Thomas Brockley offers personalized solutions tailored to each client's unique needs. Whether you are planning for retirement, saving for education, or investing for the future, Thomas Brockley is dedicated to helping you navigate the complex world of finance with confidence and ease. Trust Thomas Brockley - RBC Wealth Management Financial Advisor to guide you towards a secure financial future.

Merrill Lynch Financial Advisor Morgan P Brooks, located at 449 New York 146 in New York, United States, is a finance institution supported by the global resources of Merrill. The team is dedicated to building strong client relationships based on trust and personalized service. Your financial advisor at Merrill Lynch Wealth Management focuses on your family, goals, and priorities, adapting as they change over time. By starting with a conversation, your advisor helps you identify and prioritize your most important goals, whether it's transferring wealth, pursuing passions, or planning for the future. The Investment Personality Assessment helps customize your financial approach based on your investing preferences. The institution offers personalized financial guidance, retirement planning, wealth preservation, and portfolio services. By working with clients' tax and legal advisors, the team helps address investment challenges. The Merrill Personal Wealth Analysis™ creates a personalized plan centered around your goals. Regular check-ins ensure your financial approach reflects any changes in your life or the market. Your advisor will review your progress and make adjustments as needed to help you achieve your goals. With a focus on putting you first, Merrill Lynch Wealth Management Advisors are dedicated to helping you build a customized investment approach to pursue your goals. The institution provides the latest investment insights, tips, and strategies to help you live your best financial life.

James Watkinson - RBC Wealth Management Financial Advisor is a leading financial institution located at 455 Patroon Creek Boulevard in Albany, New York. As a trusted advisor, James Watkinson provides personalized financial planning and investment services to help clients achieve their long-term financial goals. With a strong focus on wealth management, James Watkinson offers expert advice and tailored solutions to individuals, families, and businesses. Whether you are looking to grow your investments, plan for retirement, or protect your assets, James Watkinson - RBC Wealth Management Financial Advisor is dedicated to providing top-notch financial guidance and support.

Legacy Wealth Planning Group is a premier finance institution located at 7 Southside Drive in New York, United States. With a team of experienced financial advisors and wealth planners, we specialize in creating customized financial solutions to help our clients achieve their long-term financial goals. From retirement planning to investment management, our dedicated team is committed to providing top-notch service and expert advice. Contact us today to start building your legacy wealth plan.

Premier Financial Management is a leading finance institution located at 21 Congress Street in Saratoga Springs, New York, United States. Our team of experienced financial advisors are dedicated to providing top-notch financial planning and investment services to help our clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, Premier Financial Management is here to help. Trust us to provide personalized and comprehensive financial solutions tailored to your individual needs. Contact us today to schedule a consultation and take the first step towards securing your financial future.

Diamond Financial Services is a leading finance institution located at 636 Plank Road in New York, United States. With a strong reputation for providing top-notch financial services, Diamond Financial Services offers a wide range of financial solutions to meet the needs of individuals and businesses alike. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, the experienced team at Diamond Financial Services is dedicated to helping you achieve your financial goals. Visit us today and let us help you secure your financial future.