TOP 30 Financial planning advice in New York City, New York

Welcome to State Farm Insurance, your trusted local insurance agency located at 5375 New York 7, Oneonta, New York 13820. At State Farm, we're committed to providing you with personalized insurance solutions that not only meet your needs but also help you save. With our State Farm® Personal Price Plan®, you can tailor your protection while exploring a variety of savings options. Whether you bundle your vehicle insurance with homeowners, renters, condo, or life insurance, you could save significantly. Our dedication to customer satisfaction is reflected in the numbers—since 1922, we’ve been safeguarding what matters most to our clients. With over 91 million policies and accounts, we’re already serving many of your neighbors. Every policy comes with a dedicated agent, ready to assist you whenever you need a hand.

Welcome to Mike Meeker - State Farm Insurance Agent, your trusted local insurance partner located at 293 Chestnut Street, Oneonta, New York. Nestled between Five Star Subaru and Walgreens on Chestnut Street, our agency is dedicated to providing personalized and comprehensive insurance solutions tailored to your unique needs. Born and raised in Otsego County, Mike Meeker is deeply rooted in the community. After gaining valuable experience in the building industry, Mike returned to his hometown to establish his own State Farm agency in 2016. With a passion for excellent customer service and relationship building, Mike and his team strive to exceed your expectations and deliver the highest quality service.

Welcome to NBT-Mang Insurance Agency, your trusted partner for comprehensive insurance solutions located in the heart of Oneonta, New York. Conveniently situated at 297 River Street Service Road, our agency is committed to providing personalized and reliable insurance services to meet your unique needs. At NBT-Mang Insurance Agency, we specialize in offering a wide range of insurance products, including auto, home, life, and business insurance. Our experienced team is dedicated to helping you find the right coverage that fits your lifestyle and budget, ensuring peace of mind for you and your family.

Welcome to TrustED Fine Jewelry, your premier destination for exquisite jewelry and expert financial services in the heart of Sag Harbor, New York. Located at 66 Main Street, our elegant store combines the sophistication of a luxury jewelry boutique with the trusted guidance of financial expertise. At TrustED Fine Jewelry, we pride ourselves on offering a stunning collection of fine jewelry pieces, from timeless classics to contemporary designs, each crafted with the utmost precision and care. Our knowledgeable staff is dedicated to providing personalized service, ensuring that you find the perfect piece to celebrate life's special moments. In addition to our exceptional jewelry offerings, we provide a range of financial services to help you make informed decisions about your valuable investments. Discover the unique blend of elegance and trust at TrustED Fine Jewelry, where your satisfaction is our top priority. Visit us today to experience the artistry and expertise that sets us apart.

Welcome to KAY Outlet, your premier destination for exquisite jewelry and exceptional financial services in Riverhead, New York. Conveniently located at 1770 West Main Street, our store offers a remarkable selection of fine jewelry pieces and accessories to suit every style and occasion. Whether you're searching for the perfect engagement ring, a timeless watch, or a special gift, KAY Outlet provides unparalleled quality and craftsmanship. In addition to our extensive jewelry collection, we offer professional financial services to assist with your purchasing needs. Our knowledgeable and friendly staff are committed to providing you with personalized service and expert advice, ensuring a seamless shopping experience. Visit KAY Outlet today and discover why we are Riverhead's trusted choice for jewelry and finance solutions. Your journey to elegance begins here.

Welcome to Marinelli Jewelers Inc., your premier destination for exquisite jewelry and expert financial services in Eastport, New York. Conveniently located at 7 Eastport Manor Road, our family-owned business has been proudly serving the community with integrity and craftsmanship for years. At Marinelli Jewelers, we offer a stunning collection of fine jewelry, ranging from timeless classics to contemporary designs, ensuring you find the perfect piece for any occasion. Our knowledgeable staff is dedicated to providing personalized service, guiding you through our selection to meet your unique style and needs. In addition to our exceptional jewelry offerings, Marinelli Jewelers Inc. provides comprehensive financial services tailored to support your investment in fine jewelry. Whether you're looking to purchase, sell, or appraise your valuables, our team of experienced professionals is here to assist you with transparency and expertise. Visit us today to experience the elegance and trustworthiness that define Marinelli Jewelers Inc. and discover why we are Eastport's trusted jewelry and financial service provider.

Welcome to Wayne Bank, your trusted financial partner located conveniently at 536 Main Street, Franklin, New York 13775. We are dedicated to providing exceptional banking and financial services to our community. As a full-service bank, we offer a comprehensive range of services including ATMs, personal and business banking, and financial advice to meet all your financial needs. Our friendly and knowledgeable staff are here to assist you Monday through Thursday, with lobby hours from 9:00 a.m. to 4:00 p.m., and drive-up services available from 8:30 a.m. to 4:00 p.m. On Fridays, we extend our service hours until 5:00 p.m. to ensure you have ample time to manage your banking needs.

Welcome to Green Mountain Funding, your trusted financial partner located in the heart of Unadilla, New York. Situated at 183 Main Street, our team is dedicated to providing personalized financial solutions to meet your unique needs. As a leading finance business, we specialize in offering a wide range of services including personal loans, business financing, and investment advice. At Green Mountain Funding, we pride ourselves on our commitment to customer satisfaction, transparency, and integrity. Whether you're looking to secure a loan, plan for your future, or grow your business, our experienced professionals are here to guide you every step of the way. Visit us today and discover how we can help you achieve your financial goals.

Welcome to Expert Capital Investment, your trusted partner in financial growth and stability, located on Meredith Street, Delhi, New York. We specialize in providing expert financial services tailored to meet the unique needs of our clients. Whether you're an individual looking to secure your financial future, a business seeking investment opportunities, or an organization aiming to optimize your financial strategies, our team of experienced professionals is here to guide you every step of the way. At Expert Capital Investment, we pride ourselves on delivering personalized financial solutions that align with your goals and aspirations. Our comprehensive range of services includes investment management, financial planning, asset allocation, and risk management, all designed to help you achieve financial success.

Welcome to Sidney Federal Credit Union, your trusted financial partner located at 5 Main Street, Delhi, New York. At SFCU, we are dedicated to providing our community with top-notch financial services and convenient banking solutions. Whether you're looking to manage your finances, access an ATM, or seek financial advice, our team is here to help you every step of the way. As a member-focused credit union, we prioritize your financial well-being and offer a wide range of services tailored to meet your individual needs. From savings and checking accounts to loans and credit cards, our comprehensive financial products are designed to help you achieve your financial goals.

Welcome to The Delaware National Bank of Delhi, your trusted partner in financial services located in the heart of Delhi, New York. Conveniently situated at 124 Main Street, our institution has been serving the community with dedication and integrity for years. As a full-service bank, we offer a wide range of financial solutions to meet your needs, including personal and business banking, loans, mortgages, and investment services. Our modern ATMs provide 24/7 access to your funds, ensuring you can manage your finances with ease and convenience. Whether you're looking to open a new account, apply for a loan, or seek financial advice, our experienced and friendly staff are here to assist you every step of the way.

Welcome to Hughson & Benson Associates – Delhi Office, your trusted partner for comprehensive insurance solutions in Delhi, New York. Conveniently located at 72 Main Street, our agency is dedicated to providing personalized service and expert advice to meet all your insurance needs. As a leading insurance agency, we specialize in offering a wide range of insurance products, including auto, home, life, and business insurance. Our team of experienced professionals is committed to understanding your unique requirements and tailoring policies that offer the best protection at competitive rates.

Welcome to Community Bank, N.A., your trusted local financial partner located at 85 Sherwood Road, Delhi, New York 13753. As a full-service bank, we offer comprehensive financial solutions including ATMs, banking services, and financial advice to meet all your needs. Join our community and enjoy exclusive offers like our "Refer a Friend" program, where you can earn a $10 eGift card when your friend opens a checking account with us. Spread some happiness today!

Welcome to Community Bank, N.A., your trusted financial partner located at 124 Delaware Street, Walton, New York 13856. As a full-service financial institution, we offer a comprehensive range of banking and financial services, including ATMs, personal and business banking, and financial advice. Our commitment to providing exceptional customer service sets us apart, ensuring that your banking experience is both personal and rewarding. Join us and take advantage of our exciting referral program—refer a friend, and when they open a checking account with us, you'll receive a $10 eGift card. Share some happiness today!

Welcome to Wayne Bank, your trusted partner in financial services located at 131-133 Delaware Street, Walton, New York. At Wayne Bank, we are committed to providing exceptional banking and financial services to our community. Whether you are looking to manage your finances, access convenient ATM services, or explore our comprehensive range of banking solutions, our dedicated team is here to assist you. Our Walton branch offers flexible hours to accommodate your busy schedule. Visit our lobby from Monday to Wednesday between 9:00 a.m. and 4:30 p.m., or take advantage of our drive-up service available until 5:00 p.m. On Thursdays and Fridays, both our lobby and drive-up services are open until 5:00 p.m. We also welcome you on Saturdays from 9:00 a.m. to 12:00 p.m. for both lobby and drive-up services.

Welcome to D & C Mailing Located in the heart of Bohemia, New York, D & C Mailing is your trusted partner for comprehensive finance, health, and postal services. Situated at 1395 Lakeland Avenue, our dedicated team is committed to providing exceptional service to meet all your mailing and financial needs.

Welcome to the Patchogue branch of the US Social Security Administration, conveniently located at 75 Oak Street, Patchogue, New York 11772. As a dedicated local government office, we are committed to serving the community by providing essential services related to Social Security. Our experienced and knowledgeable team is here to assist you with a wide range of services, including applying for Social Security benefits, obtaining a Social Security card, and managing your benefits. We strive to offer a welcoming and efficient experience for all visitors. Whether you're planning for retirement, need disability assistance, or have questions about your Social Security, our office is here to help. Visit us during our business hours for personalized assistance, or explore the wealth of resources available on our website to guide you through your Social Security needs.

Welcome to The Woodgrain Company, your trusted partner in financial services and postal solutions located in the heart of Bay Shore, New York. Conveniently situated at 215 North Fehr Way, our business is dedicated to providing a comprehensive range of services tailored to meet the diverse needs of our community. At The Woodgrain Company, we specialize in offering expert financial guidance and solutions to help you manage your personal and business finances effectively. Our team of experienced professionals is committed to delivering personalized service, whether you are seeking investment advice, retirement planning, or tax assistance.

Welcome to Dr Office, your trusted local hub for finance and postal services in West Babylon, New York. Conveniently located at 170 Little East Neck Road, our dedicated team is committed to providing exceptional service to meet all your financial and postal needs. Whether you're looking to manage your finances with expert advice or send packages and letters with ease, Dr Office is here to help. Our comprehensive range of services ensures that you receive personalized solutions tailored to your specific requirements. Visit us today and experience the friendly and professional service that makes us a staple in the West Babylon community.

Welcome to Lindenhurst Assessor, your trusted local government office dedicated to serving the community of Lindenhurst, New York. Conveniently located at 430 South Wellwood Avenue, our office specializes in accounting and finance services, providing expert assessments and guidance for all your property-related needs. Our team of experienced professionals is committed to delivering accurate and timely information to help you make informed decisions. Whether you are a homeowner, business owner, or property developer, Lindenhurst Assessor is here to assist you with property assessments, tax evaluations, and financial consultations. We pride ourselves on our transparency, integrity, and dedication to the community. Visit us today to discover how we can support your accounting and financial requirements with precision and care.

Welcome to Howard Hanna Camillus, your trusted partner in real estate, finance, and insurance solutions. Conveniently located at 5110 West Genesee Street, Camillus, New York, our agency is dedicated to serving the vibrant community of Camillus and the surrounding areas. As a leading real estate agency, we specialize in helping you find your dream home or sell your current property with ease and confidence. Our team of experienced professionals is committed to providing personalized service and expert guidance throughout every step of your real estate journey. At Howard Hanna Camillus, we also offer comprehensive financial and insurance services to meet all your needs. Whether you're looking to secure a mortgage, explore investment opportunities, or protect your assets with the right insurance coverage, our knowledgeable agents are here to assist you with tailored solutions that fit your lifestyle and financial goals.

Welcome to Realty Solutions Group, your trusted partner in finance and real estate located in the heart of Owego, New York. Situated at 200-204 Front Street, our agency is dedicated to providing exceptional real estate services tailored to meet your unique needs. Whether you're buying, selling, or investing, our team of experienced professionals is here to guide you every step of the way. At Realty Solutions Group, we pride ourselves on our deep local knowledge and commitment to delivering personalized solutions that help you achieve your real estate goals. Discover the difference of working with a team that values integrity, transparency, and customer satisfaction. Visit us today and let us help you turn your real estate dreams into reality.

Welcome to Andrew DiGiacomo, Broker Associate! Located at 8196 Oswego Road, New York 13090, we are your go-to real estate agency for all your buying and selling needs. With over 20 years of experience, Andy and Barb are dedicated to providing personalized service to clients across all price ranges. Whether you're looking to buy your dream home or sell your current property, we are here to help you every step of the way.

Welcome to The DiGiacomo Team of HUNT Real Estate, where your real estate journey begins with Andy and Barb! Located at 8196 Oswego Road, New York 13090, we are dedicated to serving buyers and sellers across all price ranges. With over 20 years of experience, we are committed to making your real estate experience smooth and successful. Our approach starts with a conversation. We want to understand your plans and address any questions you may have. Our goal is to equip you with the knowledge and confidence needed to make informed decisions. We offer a complimentary, in-person Home Consultation to assess your property, provide market-ready suggestions, and deliver a Professional Opinion of your home’s value.

Welcome to Howard Hanna Liverpool, your trusted partner in finance, insurance, and real estate services. Conveniently located at 7840 Oswego Road, New York 13090, we are dedicated to providing comprehensive solutions tailored to meet your individual needs. Our team of experienced professionals is committed to guiding you through every step of your financial journey, from securing the right insurance coverage to finding your dream home. Whether you're buying, selling, or seeking expert advice, Howard Hanna Liverpool is here to ensure a seamless and rewarding experience. Visit us today and discover why we are the preferred choice for clients throughout the Liverpool area. Your future is our priority.

Welcome to Howard Hanna Cicero/North Syracuse, your trusted partner in real estate, finance, and insurance services. Conveniently located at 401 North Main Street, North Syracuse, NY 13212, we are committed to serving the vibrant communities of North Syracuse and beyond. Our dedicated team of professionals is here to guide you through every step of your real estate journey, whether you're buying, selling, or investing in property. As a full-service agency, we offer a comprehensive range of services tailored to meet your unique needs. From finding your dream home to securing the best financing options and providing reliable insurance solutions, we are here to ensure a seamless and successful experience. Our experts bring a wealth of knowledge and a personalized approach to help you make informed decisions with confidence.

Welcome to Southampton Tax Receiver, your trusted partner in accounting and finance located in the heart of Southampton, New York. Situated at 116 New York 27A, our office serves as a vital local government resource dedicated to managing and processing tax-related matters for our community. Our experienced team is committed to providing personalized and efficient service, ensuring that all your tax concerns are handled with the utmost professionalism and care. Whether you are a resident or a business owner, we are here to assist you with all your accounting and tax needs, offering guidance and support every step of the way. Visit us to experience our dedication to excellence and our commitment to serving the Southampton community.

Welcome to Thresh Brokerage, your trusted partner in finance, real estate, and storage solutions, conveniently located at 6017 Tarbell Road, Syracuse, New York. At Thresh Brokerage, we pride ourselves on offering comprehensive services tailored to meet the diverse needs of our clients. Whether you're looking to make sound financial investments, buy or sell property, or require secure storage facilities, our team of experienced professionals is here to guide you every step of the way. Our commitment to excellence and customer satisfaction sets us apart as a leading agency in the region. Discover the difference with Thresh Brokerage and let us help you achieve your financial and real estate goals. Visit us today to learn more about how we can serve you.

Welcome to Jane DeMarco, Integrated Real Estate Services LLC, your trusted partner in the Syracuse real estate market. Conveniently located at 6555 Ridings Road, Syracuse, New York, we specialize in providing comprehensive real estate solutions tailored to meet the unique needs of our clients. Whether you're buying, selling, or investing, our team is dedicated to guiding you through every step of the process with professionalism and personalized attention. At Jane DeMarco, we pride ourselves on our deep knowledge of the local market and our commitment to delivering exceptional service. Our experienced agents are passionate about helping you find the perfect home or investment property that aligns with your goals. We leverage innovative strategies and cutting-edge technology to ensure a seamless and successful real estate experience.

Welcome to O'Connell More Consulting, your trusted real estate agency located in the heart of LaFayette, New York. Situated at 2025 Deer Run Road, we specialize in providing personalized and comprehensive real estate services to meet all your buying, selling, and investment needs. Our team of experienced professionals is dedicated to helping you navigate the dynamic real estate market with ease and confidence. Whether you're a first-time homebuyer, looking to sell your property, or seeking lucrative investment opportunities, O'Connell More Consulting is committed to delivering exceptional service and expert guidance every step of the way. Discover the difference of working with a team that puts your goals first and ensures a seamless real estate experience. Visit us today and let us help you turn your real estate dreams into reality.