The 30 Best Financial organizer in New York City, New York

Women In Development is a finance institution located at 555 8th Avenue, New York, New York, United States. Our mission is to empower women through financial education, resources, and support. We offer a range of services including financial planning, investment advice, and access to funding opportunities. Our team of experts is dedicated to helping women achieve their financial goals and build a secure future for themselves and their families. Join us in our mission to promote gender equality and economic empowerment for women everywhere.

Merrill Lynch Financial Advisor John Callea is a finance institution located at 50 New York 111, Village of the Branch, New York, United States. Managing your wealth begins with a deep understanding of your financial picture. With a focus on what matters most to you, John Callea can help create a flexible strategy tailored to today's market conditions. Access investment insights from Merrill and banking solutions from Bank of America for a comprehensive approach to wealth management. John Callea believes in giving back to the community and volunteers with local organizations. With Merrill Personal Wealth Analysis™, a personalized plan can be built to achieve your goals. Your financial advisor will prioritize your family, goals, and priorities, adapting to changes over time. By engaging in conversations and understanding your aspirations, John Callea can help you make informed decisions about your financial future.

Merrill Lynch Financial Advisor Michael J. Woolfolk is located at 360 Hamilton Avenue, White Plains, New York, United States. Specializing in finance, Michael provides investment, retirement, and wealth management advice to individuals in the Greater New York City area. With a PhD in finance and 20 years of experience as a Wall Street strategist, Michael offers unique insights into today's financial markets and complex products. He is dedicated to helping high-net worth individuals, families, and small business owners navigate the various products and strategies available to meet their financial goals. Committed to community involvement, Michael volunteers with local organizations and believes in building personalized financial plans centered around clients' goals and priorities. By utilizing the Merrill Personal Wealth Analysis™ tool, Michael helps clients create tailored plans to achieve their financial aspirations. With a focus on understanding clients' changing needs and goals, Michael offers personalized financial strategies to help manage, grow, and preserve wealth. Through ongoing communication and adjustments to financial approaches, Michael aims to help clients stay on track to achieve their financial objectives. As a Merrill Lynch Wealth Management Advisor, Michael works closely with clients to develop customized investment approaches and provide comprehensive financial solutions. With a commitment to prioritizing clients' needs and goals, Michael aims to help individuals achieve financial success and live their best financial life.

Merrill Lynch Financial Advisor Elliot R Skriloff is a Senior Vice President and Portfolio Manager located at 360 Hamilton Avenue in White Plains, New York. With over 27 years of experience in the financial services industry, Elliot specializes in providing personalized financial advice, investment management strategies, retirement planning, wealth transfer, estate planning services, education planning, and financial risk management. His client base includes affluent individuals, families, corporate executives, business owners, non-profit organizations, and households with special needs family members. Elliot follows a defined process with each client, focusing on understanding their specific situations to establish objectives, develop appropriate strategies, recommend solutions, and track progress towards reaching their goals. He holds the Accredited Asset Management Specialist (AAMS) and Chartered Retirement Planning Counselor (CRPC) designations, utilizing his advanced skill set to provide specialized investment services to sophisticated investors.

Brian Knust - Ramsey Financial Coach is a renowned institution located in Setauket- East Setauket, New York, United States. Specializing in finance and health, this institution offers expert financial coaching services to help individuals achieve their financial goals and improve their overall financial well-being. With a focus on the principles taught by financial guru Dave Ramsey, Brian Knust provides personalized guidance and practical strategies to help clients take control of their finances, reduce debt, and build wealth for the future. Located at 248 Route 25A, this institution is dedicated to empowering individuals to make informed financial decisions and live a healthier financial life.

CUNY, The City University of New York, is a renowned public university located at 205 East 42nd Street in New York City, New York, United States. As one of the largest urban universities in the world, CUNY offers a diverse range of academic programs and opportunities for students to pursue their educational goals. With a strong commitment to accessibility and affordability, CUNY provides a high-quality education to students from all walks of life. The institution is known for its world-class faculty, innovative research, and vibrant campus community. Whether you are interested in the arts, sciences, business, or any other field, CUNY has something to offer you. Join us at CUNY and embark on a journey of learning and discovery in the heart of the Big Apple.

Purchase College, State University of New York, located at 735 Anderson Hill Road in New York, is a prestigious university known for its top ranking in the U.S. News & World Report list of Top Ten Public Liberal Arts Colleges. The institution boasts a diverse and accomplished alumni network, with graduates excelling in fields such as law, economics, and the arts. The campus offers a dynamic curriculum that blurs the boundaries between visual and performing arts, liberal arts, and sciences, encouraging collaboration and intellectual curiosity. Students are encouraged to challenge the status quo, ask big questions, and create original work that makes a lasting impact. With a rich campus culture and accessible faculty, Purchase College is a place where students can truly be themselves and thrive as artists, scholars, writers, scientists, philosophers, and change-makers.

York College is a prestigious university located in New York, United States. Situated at 94-20 Guy R Brewer Boulevard, the institution offers a wide range of academic programs and degrees to students from diverse backgrounds. With a strong focus on academic excellence and student success, York College provides a supportive and enriching learning environment for its students. The university is known for its dedicated faculty, state-of-the-art facilities, and vibrant campus life. Whether you are looking to pursue a degree in business, education, health sciences, or the arts, York College is committed to helping you achieve your academic and career goals.

Metropolitan College of New York - Bronx is a renowned university located at 463 East 149th Street, New York, United States. Founded in 1964 by Audrey Cohen, the institution has produced over 12,000 alumni who have earned degrees from MCNY. The unique Purpose-Centered Education model helps students in New York City identify and live out their purpose. With campuses in the Financial District of Manhattan and the Triangle Hub Plaza in the Bronx, MCNY offers a range of academic programs in areas such as human services, healthcare, business, and public administration. Students can connect with the institution during upcoming events, set up one-on-one appointments with admission counselors, access academic resources, and stay connected with the college as alumni. The college offers programs such as Master of Science in Education, Bachelor of Business Administration in Healthcare Systems Management, and more.

The College of New Rochelle, John Cardinal O'Connor Campus is a prestigious university located at 332 East 149th Street in New York, United States. This institution offers a wide range of academic programs and courses, providing students with a high-quality education in a supportive and inclusive environment. The campus is named after the beloved John Cardinal O'Connor, a prominent figure in the local community. With state-of-the-art facilities and dedicated faculty members, students at The College of New Rochelle, John Cardinal O'Connor Campus receive a top-notch education that prepares them for success in their chosen fields.

The City College of New York is a prestigious university located in the heart of New York City. Situated at 160 Convent Avenue, this institution offers a diverse range of academic programs and opportunities for students to excel in their chosen fields. With a rich history dating back to 1847, City College is known for its strong emphasis on research, innovation, and community engagement. The campus is a vibrant and bustling hub of activity, with state-of-the-art facilities and a supportive learning environment. Students at City College have access to world-class faculty, cutting-edge resources, and a dynamic student body that represents a wide array of backgrounds and perspectives. Whether pursuing a degree in the arts, sciences, engineering, or humanities, students at The City College of New York are well-equipped to succeed in their academic and professional endeavors.

The Bank of America Financial Center at 3912 Main Street in New York is a leading institution in the world of banking and finance. Offering a wide range of services including personal banking, business banking, loans, investments, and wealth management, this center is dedicated to helping individuals and businesses achieve their financial goals. With a team of knowledgeable professionals and innovative financial solutions, the Bank of America Financial Center is committed to providing top-notch service and support to its customers. Whether you're looking to open a new account, secure a loan, or plan for your future, this institution has the resources and expertise to assist you every step of the way.

The Bank of America Financial Center located at 35 South Moger Avenue in Mount Kisco, New York is a full-service bank offering a wide range of financial services to individuals and businesses. Whether you need help with checking and savings accounts, mortgages, investments, or financial planning, our knowledgeable staff is here to assist you. With convenient hours and a convenient location, the Bank of America Financial Center is your one-stop shop for all your banking and financial needs in the Mount Kisco area.

Community Capital New York is a nonprofit organization located at 44 Executive Boulevard in Elmsford, New York. As a bank and finance institution, we specialize in providing financing for small businesses and affordable housing development in the Hudson Valley. Our mission is to offer flexible and responsible loan options to help businesses grow and communities thrive. Whether you are looking to start a new business or expand an existing one, we are here to support you. Contact us at info@communitycapitalny.org for general inquiries or to connect with a loan officer. For questions about affordable housing development loans, please reach out to Kelly Almanzar at kalmanzar@communitycapitalny.org. Join us in building a stronger and more vibrant community in New York State.

Globe Life National Income Division: Moore Organization is an insurance agency located at 465 Columbus Avenue in Thornwood, New York, United States. Specializing in providing a wide range of insurance products and services, the institution is dedicated to helping individuals and families protect their financial well-being. With a team of experienced professionals, Globe Life National Income Division: Moore Organization is committed to offering personalized solutions to meet the unique needs of each client. Whether you are looking for life insurance, retirement planning, or income protection, you can trust this institution to provide expert guidance and support.

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 Curtis Miller is a finance institution located at 69 State Street, Albany, New York, United States. Curtis Miller can help you manage your wealth by creating a personalized strategy tailored to your financial goals. By providing access to investment insights from Merrill and banking solutions from Bank of America, Curtis can assist you in pursuing your financial objectives. Curtis follows the Merrill tradition of community involvement, volunteering with local organizations. With the Merrill Personal Wealth Analysis™, Curtis can help you build a plan focused on your goals. Curtis and his team, supported by Merrill's global resources, are dedicated to building strong client relationships based on trust and personalized service. By getting to know you and your investing preferences through the Investment Personality Assessment, Curtis can customize a financial approach to help you achieve what matters most to you. As your goals and life change, Curtis will help you adjust your financial approach to reflect these changes. With a focus on understanding your priorities and aspirations, Curtis will work with you to design and implement a personalized plan aimed at managing, growing, and preserving your wealth. By regularly reviewing your financial approach and making adjustments as needed, Curtis aims to help you stay on track towards your financial goals. With a dedicated Merrill advisor like Curtis, you can receive personalized investment strategies and comprehensive financial solutions to address your needs and pursue your goals. Let Curtis Miller help you achieve your financial aspirations and guide you along the many paths your life can take.

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.

Merrill Lynch Financial Advisor Jayson M Tanzman is a seasoned professional with 21 years of experience in helping individuals, families, and organizations achieve their financial goals. Located at 69 State Street, Albany, New York, United States, Jayson is committed to providing personalized financial analysis and planning to address the unique needs of each client. As a Senior Vice President and Senior Financial Advisor, he holds the Chartered Retirement Planning Counselor (CRPC) and Certified Plan Fiduciary Advisor® designations. Jayson's community involvement includes serving on the board of the Berkshire Humane Society and being a member of the Rotary Club of Pittsfield for 25 years. He believes in building long-term relationships with clients through thoughtful conversations and tailored financial solutions. With access to the resources of Merrill and Bank of America, Jayson works to develop strategies that align with clients' goals and priorities, helping them navigate through life's changes and market fluctuations. By focusing on what matters most to each individual, Jayson aims to help clients achieve their financial aspirations and secure their financial future.

Merrill Lynch Financial Advisor Chris Welfley, located at 26 Century Hill Drive in Latham, New York, offers personalized wealth management strategies tailored to your individual goals and priorities. With a focus on exemplary client service, Chris Welfley is dedicated to helping you navigate today's changing market conditions and achieve your financial aspirations. By participating in the communities they serve, Merrill Lynch upholds a tradition of giving back and connecting with local organizations. Through the Merrill Personal Wealth Analysis™, you can work with Chris Welfley to create a personalized plan centered on your unique goals. By utilizing the Investment Personality Assessment, Chris can gain a deeper understanding of your investing preferences to customize a financial approach that aligns with what matters most to you. With access to the investment insights of Merrill and banking solutions from Bank of America, Chris Welfley can help you manage, grow, and preserve your wealth for the future. By regularly reviewing and adjusting your financial approach, Chris is committed to helping you stay on track to achieve your goals. Let Merrill Lynch Financial Advisor Chris Welfley assist you in designing a personalized plan to turn your financial aspirations into reality.

Merrill Lynch Financial Advisor Jordyn Beesmer is a finance institution located at 69 State Street, Albany, New York, United States. Managing your wealth starts with a comprehensive understanding of your financial situation. With a focus on what matters most to you, Jordyn Beesmer can assist in creating a flexible strategy tailored to today's market conditions, providing access to investment insights from Merrill and banking solutions from Bank of America. Personalized wealth management strategies can help you pursue your financial goals effectively. Jordyn Beesmer follows the Merrill tradition of community involvement, volunteering with local organizations to give back. The Merrill Personal Wealth Analysis™ can help build a personalized plan centered around your goals. Backed by global resources, Jordyn Beesmer's team is dedicated to establishing strong client relationships based on trust and personalized service.

Merrill Lynch Financial Advisor Zachery Freire, located at 69 State Street, Albany, New York, United States, is committed to understanding your values and helping you achieve your financial goals. With a focus on personalized wealth management strategies, Zachery and his team work to create flexible financial plans tailored to your individual needs. As a US Army Veteran, Zachery is also actively involved in community organizations such as The CEG's Veteran Connect Center. Through one-on-one conversations and the Merrill Personal Wealth Analysis™, Zachery helps clients build and document personalized financial plans centered on their goals. By utilizing the Investment Personality Assessment, he gains a deeper understanding of each client's investing preferences to customize their financial approach. With access to the investment insights of Merrill and the banking solutions of Bank of America, Zachery provides comprehensive financial strategies to help clients manage, grow, and preserve their wealth.

Merrill Lynch Financial Advisor Shane J. Mahieu is a trusted professional located at 26 Century Hill Drive in Latham, New York, United States. With over 25 years of experience in the financial services industry, Shane is known for his methodical and disciplined approach in working with individuals, families, and organizations. He takes the time to understand his clients' unique goals and objectives, creating personalized financial plans tailored to their specific needs. Shane holds the designation of Accredited Asset Management Specialist from the College for Financial Planning, showcasing his expertise in managing assets effectively. He is also deeply involved in community service, volunteering as a firefighter and serving on various boards and councils.

Merrill Lynch Financial Advisor Harold E Connolly is a trusted institution located at 69 State Street, Albany, New York, United States. Hal has been with Merrill Lynch Wealth Management since 1989 and holds various prestigious designations in the finance industry. He is dedicated to participating in the community and volunteers with local organizations. The institution offers personalized financial planning through Merrill Personal Wealth Analysis™ to help clients achieve their goals. With a focus on family, goals, and priorities, Hal listens to clients' needs and creates tailored financial strategies. The institution utilizes the Investment Personality Assessment to customize approaches based on individual preferences. By staying informed about changes in clients' lives and financial markets, Merrill Lynch Wealth Management Advisors help clients stay on track to achieve their goals. With a focus on building a one-on-one relationship, Merrill provides personalized investment strategies and comprehensive financial solutions. Harold Connolly is registered to do business in multiple states and holds the CIMA® and CRPC® designations. The institution emphasizes the importance of understanding clients' unique needs and priorities to design effective financial approaches. Merrill Lynch does not provide legal, tax, or accounting advice and clients should consult their advisors before making financial decisions. With a commitment to helping clients live their best financial lives, Merrill offers investment insights, tips, and strategies.

The Bank of America Financial Center at 59 3rd Street in Troy, New York, United States is a trusted institution offering a wide range of banking and financial services. With a commitment to providing excellent customer service and innovative solutions, this bank is dedicated to helping individuals and businesses achieve their financial goals. Whether you need assistance with personal banking, loans, investments, or other financial services, the Bank of America Financial Center is here to help. Visit us today to experience the convenience and expertise of a leading financial institution.

financial guidance tailored to your unique goals and priorities. With access to the global resources of Merrill Lynch, you can trust that your advisor, Michael J. O'Toole III, is committed to helping you achieve financial success. Whether you're planning for retirement, saving for a major purchase, or looking to pass on wealth to future generations, the O'Toole Group is here to provide expert advice and personalized strategies. Located in New York, United States, Merrill Lynch Financial Advisor Michael J. O'Toole III is a trusted partner for individuals and organizations seeking comprehensive financial planning and investment management services. Contact us today to start the conversation about how we can help you reach your financial goals.

The State University of New York (SUNY) is a renowned public university system located in Albany, New York. With a diverse range of campuses spread across the state, SUNY offers a wide array of academic programs and research opportunities to its students. Known for its commitment to excellence in education, SUNY provides a supportive and engaging learning environment for students to thrive in. Whether you are interested in the arts, sciences, business, or any other field, SUNY has something to offer for everyone. Come join us at 353 Broadway and become a part of our vibrant academic community.

New York Central University is a prestigious institution located at 17 Dove Street in Albany, New York, United States. Our university is known for its high academic standards, diverse student body, and cutting-edge research facilities. With a wide range of undergraduate and graduate programs, as well as flexible online learning options, New York Central University is dedicated to providing a top-tier education to students from all backgrounds. Our faculty members are experts in their fields and are committed to helping students succeed both in and out of the classroom. Come join our vibrant community at New York Central University and embark on a journey of academic excellence and personal growth.

The New York State School Boards Association is a non-profit organization located in Latham, New York. It serves as a resource and advocate for school boards across the state, providing support, training, and guidance to help boards effectively govern their schools. The association works to promote excellence in education and ensure that all students have access to a high-quality education. With its mission to empower school boards to lead with vision and integrity, the New York State School Boards Association plays a vital role in shaping the future of education in the state.

The Legal Aid Society of Mid-New York, Inc. is a non-profit organization located at 105 Court Street in Binghamton, New York. Our mission is to provide free legal services to low-income individuals and families in need of legal assistance. Our team of dedicated attorneys and legal professionals work tirelessly to ensure that everyone has access to justice, regardless of their financial situation. Whether you are facing eviction, dealing with a family law issue, or need help with a criminal matter, we are here to help. Contact us today to learn more about our services and how we can assist you.