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

Welcome to Merrill Lynch Wealth Management, your trusted financial partner located at 450 Old Country Road, Riverhead, New York. As a leading name in finance, we specialize in helping individuals, families, business owners, executives, and institutions navigate both rising and turbulent markets. Our team of expert financial advisors brings years of combined wealth management experience, offering insights and strategies tailored to your unique financial goals. At Merrill Lynch Wealth Management, we understand that wealth planning goes beyond mere advice. Our advisors are equipped to assist with retirement income planning, guidance on concentrated stock positions, and traditional investments, while also providing access to Bank of America’s estate planning services. We work collaboratively with your external professionals, such as accountants and tax attorneys, to ensure a comprehensive approach to your financial well-being.

Welcome to Chase Bank, located at 1450 Old Country Road in the Riverhead Shopping Center, Riverhead, New York. Our newly renovated branch is committed to providing exceptional banking and financial services to meet all your personal and business needs. At Chase, we offer a comprehensive range of financial solutions. Whether you're looking for convenient ATM access, traditional banking services, or specialized financial advice, our team of dedicated professionals is here to assist you. Our Business Banking division provides expert guidance to help improve cash flow, offer credit solutions, and manage payroll effectively. We also offer online and mobile banking services, business credit cards, and tailored payment acceptance solutions designed to empower your business.

Welcome to Lupton & Luce, Inc., your trusted insurance agency located in the heart of Riverhead, New York. Situated at 225 Howell Avenue, we proudly serve the diverse insurance needs of our local community and beyond. With a commitment to providing personalized service and comprehensive coverage options, Lupton & Luce, Inc. stands as a beacon of reliability and expertise in the insurance industry. Our experienced team understands that every client is unique, which is why we take the time to tailor our insurance solutions to fit your specific requirements. Whether you are seeking personal insurance, such as home, auto, or life coverage, or need business insurance solutions to protect your commercial ventures, we have you covered.

Welcome to Family Insurance Co, your trusted insurance agency located at 940 Roanoke Avenue, Riverhead, New York. We are dedicated to providing individuals and families in our community with comprehensive insurance solutions tailored to meet their unique needs. Our experienced team is committed to delivering personalized service and expert advice to help you protect what matters most. Whether you're seeking auto, home, life, or health insurance, we offer a wide range of policies from reputable providers to ensure you have the right coverage. At Family Insurance Co, we pride ourselves on building lasting relationships with our clients, offering peace of mind and security for your future. Visit us today and discover how we can assist you in safeguarding your family's well-being.

Welcome to Ed Graves - State Farm Insurance Agent, your trusted partner for comprehensive insurance solutions in Riverhead, New York. Conveniently located at 1149 Old Country Road, our agency proudly serves the communities of Jamesport, Aquebogue, Cutchogue, Calverton, Laurel, Greenport, and Southold, as well as Nassau and Suffolk Counties, the Five Boroughs, and the entire state of New York. With over 30 years of experience in the insurance industry, Ed Graves has been a dedicated State Farm Agent since 1994. Our team is committed to building long-lasting relationships with our clients, ensuring that we are there for you 24/7 when unexpected events occur. We prioritize your needs and strive to provide exceptional service and advice tailored to your individual situation.

Welcome to Carmine J. Campisi - State Farm Insurance Agent, your trusted partner in Calverton, New York, for all your insurance needs. Conveniently located at 4492 Middle Country Road in Calverton Commons, just a half mile west of JR's Steakhouse and a mile east of Calverton Cemetery, our office is at the heart of the community, serving Calverton, Riverhead, Shoreham, Moriches, Manorville, Wading River, and beyond. We proudly extend our services to all of Nassau and Suffolk Counties, the Five Boroughs, and the entire states of New York and New Jersey. With over eight years of experience in the insurance industry with State Farm, and as a lifelong resident of Suffolk County, I am deeply committed to providing personalized and exceptional service to my clients. Growing up on Long Island, I developed a passion for helping others during their time of need, which is reflected in my approach to insurance services.

Welcome to HRS Holdings Worldwide L.L.C., your trusted partner in finance located in the heart of Riverhead, New York. Situated at 220 Roanoke Avenue, we are a premier financial services firm dedicated to providing tailored solutions to meet your unique financial needs. Our team of experienced professionals is committed to delivering exceptional service and innovative strategies to help you achieve your financial goals. Whether you're seeking investment advice, wealth management, or financial planning, HRS Holdings Worldwide L.L.C. is here to guide you every step of the way. Explore our comprehensive range of services and discover how we can empower your financial future. Visit us at our Riverhead office or contact us today to learn more about how we can assist you.

Welcome to Electronic Payments, your trusted partner in cutting-edge financial technology, located at 1161 Scott Avenue, Calverton, New York. As a leading provider in the finance industry, we specialize in offering advanced point of sale and payment processing solutions tailored to meet the diverse needs of your business. Our innovative in-house processing platform, Cygma®, combined with our versatile Exatouch® Point of Sale system, empowers businesses across various sectors, including restaurants, retail, and service industries, to optimize operations, enhance customer experiences, and boost profitability. We pride ourselves on providing seamless integration with the latest payment methods, ensuring your business can accept all the payment types your customers prefer.

Welcome to Giacalone Insurance, your trusted insurance agency located in the heart of Riverhead, New York. Situated at 59 East Main Street, we are dedicated to providing our community with personalized insurance solutions tailored to meet your unique needs. Our experienced team is committed to helping you protect what matters most, offering a comprehensive range of services including auto, home, life, and business insurance. At Giacalone Insurance, we pride ourselves on our customer-centric approach, ensuring that each client receives the attention and support they deserve. Visit us today and discover why we are Riverhead's preferred choice for reliable and professional insurance services.

Welcome to the AFLAC East End District Office, your trusted insurance agency located at 30 West Main Street, Riverhead, New York. We are dedicated to providing you with an extra layer of protection for life's unexpected events. Our comprehensive range of insurance policies is designed to give you confidence and peace of mind. Accidents can happen at any time, and when they do, Aflac is here to support you by providing cash benefits for covered incidents. A positive diagnosis can be life-changing, and our cash benefits are designed to ease your financial worries, allowing you to focus on recovery. In the face of serious health events, Aflac helps you prioritize your health over financial concerns by covering deductibles, co-pays, and other out-of-pocket expenses from hospital stays.

Welcome to Imperial Risk Agency, Inc., your trusted partner in comprehensive insurance solutions. Conveniently located at 33 Flying Point Road, Southampton, New York, we are dedicated to serving the unique needs of our community with integrity and professionalism. As a leading insurance agency, we specialize in offering personalized coverage options that safeguard what matters most to you—your family, your business, and your future. At Imperial Risk Agency, Inc., we understand that navigating the complex world of insurance can be daunting. That's why our experienced team is committed to providing clear, tailored advice and exceptional customer service. Whether you are seeking personal insurance, commercial policies, or specialized coverage, we work diligently to find the best solutions that fit your lifestyle and budget.

Welcome to Better Hand Insurance NY, your trusted insurance agency located in the heart of Southampton, New York. Conveniently situated at 266 County Road 38, we are committed to providing our community with comprehensive and personalized insurance solutions. Our team of experienced professionals is dedicated to helping you find the right coverage to protect what matters most to you, whether it's your home, vehicle, business, or health. At Better Hand Insurance NY, we understand that every client has unique needs. That's why we offer a wide range of insurance options tailored to fit your specific requirements. Our goal is to provide you with peace of mind through reliable and affordable insurance plans that safeguard your future.

Welcome to James Grossi - State Farm Insurance Agent, your trusted insurance agency located at 801 County Road 39, Southampton, New York 11968. As summer approaches, it's the perfect time to revisit your financial goals and insurance plans. Have you reviewed them lately? Our dedicated team is here to help you get on the right track for the season ahead! Call or stop by today to learn more. At James Grossi State Farm, we proudly serve the Southampton community and surrounding areas, including East Hampton, Bridgehampton, Watermill, West Hampton Beach, Hampton Bays, Riverhead, East Moriches, Center Moriches, and Manorville. Our experienced and knowledgeable team is committed to providing excellent service to every customer.

Welcome to The Luss Group, Inc., your trusted partner for comprehensive insurance and financial services located at 45 Main Street, Southampton, New York. Serving the Hamptons and beyond, we specialize in financial planning and insurance solutions tailored to meet your unique needs. Led by Kevin A. Luss, CFP, ChFC, our team is committed to providing expert guidance and personalized strategies to help you achieve your financial goals. As a registered representative, Kevin offers securities, investment advisory, and financial planning services through MML Investors Services, LLC, a member of SIPC.

Welcome to Chase Bank in Hampton Bays, NY Located at 47 West Montauk Highway, Hampton Bays, New York 11946, Chase Bank is your local hub for a wide range of financial services. As a trusted institution in banking, finance, and ATM services, we are committed to meeting the diverse needs of our community.

Welcome to Ted Morales - State Farm Insurance Agent, your trusted insurance partner in Hampton Bays, New York. Located at 252 West Montauk Highway, we are proud to serve our community and the greater Suffolk and Nassau Counties, including East Hampton, West Hampton, Southampton, Sag Harbor, Bridgehampton, Montauk, Shirley, Riverhead, and the five boroughs. Our mission is to help you manage the risks of everyday life, providing comprehensive insurance solutions tailored to your unique needs. Established in 2019, our agency is driven by a commitment to making a genuine impact on the lives of our neighbors. With over 30 years of industry experience, Ted Morales, our dedicated State Farm agent, leads a team that is fluent in both English and Spanish, ensuring clear communication and exceptional service for every client. We specialize in a wide range of insurance products, including auto, home, life, renters, health, and business insurance, as well as pet insurance and coverage for recreational vehicles, campers, jet-skis, and snowmobiles.

Welcome to Kathleen Handley - State Farm Insurance Agent, your trusted partner in protecting what matters most. Conveniently located off exit 70 on the Long Island Expressway, in the McDonald's/King Kullen shopping center at 460 County Road 111, Suite 5, Manorville, NY, we are dedicated to serving the Manorville community and beyond. With over 30 years of insurance experience, our team is passionate about helping you manage everyday risks, recover from the unexpected, and realize your dreams. At Kathleen Handley State Farm Agency, we offer a wide range of insurance products tailored to meet your unique needs, including auto, home, life, business, and even pet insurance. Whether you're in need of a personal evaluation of your coverage or seeking advice on protecting your business, our knowledgeable team is here to assist you in both English and Spanish. We pride ourselves on providing exceptional customer service and ensuring all our quotes are free and completed in less than 15 minutes.

Welcome to Lighthouse Insurance Westhampton, your trusted insurance agency located at 51 Montauk Highway, Westhampton, New York. At Lighthouse Insurance, we are committed to guiding you through the complexities of insurance with clarity and confidence. Our dedicated team of experienced professionals is here to provide personalized solutions tailored to meet your unique needs and protect what matters most to you. Whether you're seeking coverage for your home, vehicle, business, or personal assets, we offer a comprehensive range of insurance products designed to offer peace of mind and financial security. Our deep understanding of the local community and its specific needs enables us to deliver exceptional service and support.

Welcome to Chase Bank, located at 154 Main Street, Westhampton Beach, New York 11978. As a premier financial institution, Chase offers a comprehensive suite of banking services tailored to meet the needs of both individuals and businesses. Our services include banking, finance, and ATM facilities, ensuring convenient access to your funds when you need them. At Chase, we understand the unique requirements of businesses. With our Business Banking services, you will receive expert guidance from a team of professionals dedicated to enhancing your cash flow, offering credit solutions, and managing payroll efficiently. Our business solutions include online and mobile banking, business credit cards, and payment acceptance options designed specifically for your business needs.

Welcome to Chase ATM located at 366 Main Street, Center Moriches, New York 11934. As a trusted financial service provider, our ATM offers convenient access to your Chase accounts, allowing you to manage your finances with ease. Whether you need to withdraw cash, check your balance, or transfer funds, our ATM is here to assist you 24/7. At Chase, we are committed to providing comprehensive financial solutions for both personal and business needs. Our Business Banking services offer expert guidance from a team of professionals dedicated to improving cash flow, providing credit solutions, and managing payroll. Additionally, we offer a range of online and mobile services, business credit cards, and payment acceptance solutions tailored specifically for businesses.

Welcome to Oppenheimer & Co. Inc., located at 11A Sunset Avenue, Westhampton Beach, New York. As a leading global financial institution, we specialize in Wealth Management, Capital Markets, and Investment Banking solutions. Since 1881, we have been crafting customized strategies to meet the unique goals of our clients, leveraging our extensive experience, resources, research, and knowledge to make a positive impact on society and improve our communities. Our team of dedicated Financial Professionals is here to guide you through all your wealth management needs. With a focus on delivering deep insight and expertise in financial planning, we drive investment ideas and opportunities to help you achieve your personal goals. At Oppenheimer, we pride ourselves on our powerful thinking—whether it's providing unmatched expertise for municipalities, institutions, and emerging growth companies, or offering strategic advisory and capital market strategies backed by over a century of industry expertise.

Welcome to CBS Coverage Group, Inc., your trusted partner in comprehensive insurance solutions, located at 27 Sunset Avenue, Westhampton Beach, New York. As a premier insurance agency, we are committed to providing personalized service tailored to meet the unique needs of our clients. Our experienced team offers a wide range of insurance products, including auto, home, health, and business insurance, ensuring that you and your assets are well-protected. At CBS Coverage Group, Inc., we prioritize your peace of mind by delivering reliable coverage and exceptional customer service. Visit us today to discover how we can help safeguard your future.

Welcome to Lincoln Transportations Insurance, your trusted partner in safeguarding your transportation assets. Conveniently located at 5920 Airport Road, Oriskany, New York, we specialize in providing comprehensive insurance solutions tailored to meet the unique needs of the transportation industry. Whether you own a fleet of commercial vehicles or operate a single truck, our experienced team is dedicated to helping you find the right coverage to protect your business and ensure peace of mind. At Lincoln Transportations Insurance, we pride ourselves on our commitment to exceptional customer service and personalized insurance plans that fit your specific requirements. Visit us today to discover how we can help secure your future on the road.

Welcome to Rishel James Insurance Agency, your trusted partner in securing a brighter future. Conveniently located at 40 Chenango Avenue, Clinton, New York, we are dedicated to providing comprehensive insurance solutions tailored to meet your unique needs. Our experienced team of professionals is committed to delivering personalized service and expert advice to help you navigate the complexities of insurance. Whether you’re looking for auto, home, life, or business insurance, we work with leading providers to ensure you receive the most competitive rates and coverage options. At Rishel James, your peace of mind is our priority. Visit us today and discover why we are the preferred choice for individuals and businesses in Clinton and beyond.

Welcome to Belfield Agency, your trusted insurance partner located at 147 West Main Street, Waterville, New York. For years, we have been committed to providing our community with comprehensive insurance solutions tailored to meet the unique needs of each client. As a leading insurance agency in the region, we specialize in a wide range of services, including auto, home, life, and business insurance. Our team of experienced professionals is dedicated to offering personalized guidance, ensuring you have the right coverage to protect what matters most. At Belfield Agency, we pride ourselves on our exceptional customer service and deep-rooted commitment to the Waterville community. Whether you're looking to safeguard your family's future or secure your business assets, trust Belfield Agency to provide reliable and affordable insurance solutions. Visit us today to discover how we can help you achieve peace of mind.

Welcome to Citizens Bank ATM, conveniently located at 71 East Main Street, Canton, New York 13617. At Citizens Bank, we understand that managing finances is an essential part of life’s journey. Our ATM services are designed to provide you with easy access to your funds, ensuring your financial needs are always in check. Whether you're preparing for college, looking to maximize your earning potential, or planning for the future, Citizens Bank offers comprehensive financial solutions tailored for every stage of life. Our innovative services, like Citizens FastLine®, allow you to secure a Home Equity Line of Credit quickly and easily, with no impact on your credit score.

Welcome to Niles Insurance Agency, your trusted partner in securing a brighter future. Conveniently located at 2 East Main Street in the heart of Canton, New York, we are dedicated to providing personalized insurance solutions tailored to meet your unique needs. As a premier insurance agency, we offer a comprehensive range of services including home, auto, life, and business insurance. Our experienced team is committed to delivering exceptional customer service and expert advice, ensuring peace of mind for you and your loved ones. At Niles Insurance Agency, we pride ourselves on building lasting relationships with our clients, helping you protect what matters most. Visit us today and discover how we can assist you in safeguarding your assets and achieving your financial goals.

Welcome to Michele's Virtual Solutions, your trusted partner in finance located in the heart of De Kalb Junction, New York. Situated at 3000 County Road 17, our business is dedicated to providing exceptional financial services tailored to meet the unique needs of our clients. At Michele's Virtual Solutions, we understand the importance of financial stability and growth. Our experienced team offers a comprehensive range of services, including financial planning, bookkeeping, tax preparation, and business consulting. Whether you are an individual seeking personal financial guidance or a business looking to optimize your financial strategies, we are here to help you achieve your goals.

Welcome to the NYC Department of Environmental Protection, a pivotal local government office committed to enhancing the quality of life for New Yorkers. Located at 59-17 Junction Boulevard, Queens, New York 11368, our department plays a crucial role in safeguarding the city's natural resources and ensuring a sustainable future for all residents. Our mission aligns with New York City Mayor Eric Adams' initiatives to make the city more affordable and equitable. Notably, the "Money in Your Pocket" program, launched by Mayor Adams, aims to deliver financial benefits directly to neighborhoods across the city, easing the financial burden on New Yorkers.

Welcome to NYC Environmental Protection, your local government office dedicated to safeguarding the environment and enhancing the quality of life for all New Yorkers. Conveniently located at 184 Avenue D in Manhattan, New York, we are committed to serving the community with a range of initiatives and services designed to make New York City more sustainable and affordable. Under the leadership of Mayor Eric Adams, we are proud to be part of groundbreaking efforts such as the citywide “Money in Your Pocket” initiative, aimed at delivering benefits directly to residents across more than 20 neighborhoods. This program is one of many designed to ease financial burdens and improve the quality of life for New Yorkers.