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

Alpha Direct Agency LLC is a renowned insurance agency located in the heart of the Financial District in New York City. With its prime location at 42 Broadway, this institution offers a wide range of insurance services to meet the needs of individuals and businesses alike. Whether you are looking for auto, home, life, or commercial insurance, Alpha Direct Agency LLC has a team of knowledgeable agents ready to assist you. Their commitment to providing top-notch customer service and tailored insurance solutions has earned them a stellar reputation in the industry. Trust Alpha Direct Agency LLC to protect what matters most to you.

New York Auto Group is an insurance agency located at 327 East 149th Street in New York, United States. We specialize in providing a wide range of insurance services for all types of vehicles, including cars, trucks, motorcycles, and more. Our team of experienced agents is dedicated to helping our customers find the best coverage options to suit their individual needs and budget. Whether you are looking for basic liability coverage or comprehensive insurance protection, we are here to assist you every step of the way. Contact us today to learn more about how New York Auto Group can help you stay protected on the road.

Mid City Brokerage Corporation is a leading institution located at 386 Broadway in New York, United States. Specializing in accounting, finance, and insurance services, our team of experienced professionals is dedicated to providing top-notch financial solutions to our clients. With a focus on personalized service and attention to detail, we strive to help individuals and businesses achieve their financial goals. Whether you are looking for expert tax advice, investment guidance, or insurance coverage, Mid City Brokerage Corporation is here to help. Visit us today to learn more about how we can assist you with your financial needs.

Nationwide Insurance: Vavas Insurance & Financial Services is a reputable insurance agency located at 71-11 Northern Boulevard in New York, United States. With a focus on providing top-notch insurance and financial services to its clients, this institution is dedicated to helping individuals and businesses protect their assets and plan for the future. Whether you are in need of auto, home, life, or business insurance, the knowledgeable and experienced team at Nationwide Insurance: Vavas Insurance & Financial Services is here to assist you every step of the way. Trustworthy, reliable, and committed to customer satisfaction, this institution is a go-to destination for all your insurance needs.

Lebron Financial Services, Inc. is a reputable insurance agency located at 11 Medway Avenue in Congers, New York. With a commitment to providing top-notch financial services to its clients, Lebron Financial Services, Inc. offers a wide range of insurance products tailored to meet the unique needs of individuals and businesses. Their team of experienced professionals is dedicated to helping clients find the best insurance solutions to protect their assets and secure their financial future. Whether you are looking for auto, home, life, or business insurance, Lebron Financial Services, Inc. is here to provide you with expert guidance and personalized service. Contact them today to learn more about how they can help you achieve peace of mind through comprehensive insurance coverage.

All City Insurance Services Inc. is a reputable insurance agency located at 4421 5th Avenue in New York, United States. With a team of experienced professionals, we provide a wide range of insurance products and services to meet the needs of our clients. Whether you are looking for auto, home, life, or business insurance, we have you covered. Our commitment to excellent customer service and competitive rates sets us apart from other insurance agencies. Contact us today to discuss your insurance needs and let us help you find the perfect coverage for you and your family.

SMV NOTARY SERVICES Limited Liability Company is a reputable finance institution located at 127 MacDougal Street in New York, New York, United States. Our team of experienced professionals provide a range of notary services to meet the needs of our clients. Whether you require notarization for legal documents, real estate transactions, or other important paperwork, we are here to assist you with efficiency and professionalism. Trust SMV NOTARY SERVICES Limited Liability Company for all your notary needs.

Eclat Financial Consultancy is a top-tier accounting and finance institution located at 16 Pleasant Plains Avenue in New York, United States. Our team of experienced professionals provides expert financial consulting services to individuals and businesses, helping them navigate complex financial challenges and achieve their goals. With a commitment to excellence and personalized service, Eclat Financial Consultancy is dedicated to helping clients make informed financial decisions and secure their financial future. Contact us today to learn more about how we can help you reach your financial goals.

The Ettinger Law Firm specializes in elder law and estate planning services, located in Middletown, New York, United States. With a team of experienced lawyers, they provide personalized legal solutions to help individuals and families plan for their futures and protect their assets. Whether you are looking to create a will, establish a trust, or navigate the complexities of Medicaid planning, the Ettinger Law Firm is dedicated to guiding you through the process with care and expertise. Trust in their knowledge and experience to secure your legacy for generations to come.

At Morgan Legal Group - Estate Planning & Probate, located in New York City, our team of trained professionals specializes in providing personalized and comprehensive estate planning services. Unlike large law firms, our clients have direct access to an attorney whenever they have a question or concern, ensuring a high level of personalized service. Our attorneys have extensive knowledge and experience in estate planning, offering tailored solutions to meet each client's specific needs. We take a comprehensive approach to estate planning, handling services such as wills, trusts, powers of attorney, and healthcare directives all under one roof. Our goal is to preserve and protect our clients' legacies and assets, minimizing estate taxes and ensuring a smooth transition of assets to beneficiaries.

Raymond Sheridan Financial Inc is an insurance agency located at 19 East Washington Avenue in Pearl River, New York. Specializing in providing comprehensive insurance solutions to individuals and businesses, Raymond Sheridan Financial Inc is committed to helping clients protect their assets and achieve financial security. With a team of experienced professionals, they offer personalized service and tailored insurance plans to meet the unique needs of each client. Whether you are looking for auto, home, life, or business insurance, Raymond Sheridan Financial Inc is dedicated to providing quality coverage and exceptional customer service. Contact them today to learn more about how they can help you with your insurance needs.

New York Life Insurance Company is a renowned finance and insurance agency located at 51 Madison Avenue in New York, New York, United States. With a strong reputation for providing reliable and comprehensive insurance solutions, New York Life has been serving customers for over 175 years. Their team of experienced professionals is dedicated to helping individuals and families protect their financial futures through a wide range of insurance products and services. Whether you are looking for life insurance, retirement planning, or investment options, New York Life Insurance Company is committed to helping you achieve your financial goals with peace of mind.

Fusco Insurance, Retirement & Wealth Planning Services is a leading health and insurance agency located at 12 Fremont Avenue in New York, United States. Our experienced team is dedicated to helping individuals and families navigate the complexities of insurance, retirement planning, and wealth management. With a focus on personalized service and tailored solutions, we strive to provide our clients with peace of mind and financial security for the future. Whether you are looking for health insurance coverage, retirement planning advice, or wealth management services, Fusco Insurance is here to help you every step of the way. Contact us today to schedule a consultation and start planning for a secure and prosperous future.

Bankers Conseco Life Insurance Company, located at 2913 Avenue W in New York, United States, is a finance, health, and insurance agency. Our agents offer a wide range of insurance options, including products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and partner carriers such as Aetna, Anthem, Humana, UnitedHealthcare®, and Wellcare. We specialize in helping individuals compare Medicare Advantage plans to find the best coverage. With the rising cost of healthcare and the need for long-term care, we emphasize the importance of planning ahead. We are currently recruiting for agent, manager, and investment professional positions to help individuals in the community achieve financial security in retirement. Our training programs are designed to set you up for success and provide a rewarding career path. Join us at Bankers Life and achieve more!

Knoll Manor Associates of New York is a prestigious institution located at 69 Edison Court in Monsey, New York. With a reputation for excellence and a commitment to providing top-notch services, Knoll Manor Associates offers a wide range of programs and resources to meet the needs of its clients. Whether you're looking for educational opportunities, professional development, or community engagement, Knoll Manor Associates is dedicated to helping you achieve your goals. Visit us today and discover the difference that Knoll Manor Associates can make in your life.

Orange Bank & Trust Company is a trusted financial institution located in Montgomery, New York. As a full-service bank, they offer a wide range of banking and financial services to individuals, businesses, and organizations. With a commitment to providing personalized customer service and innovative financial solutions, Orange Bank & Trust Company is dedicated to helping their clients achieve their financial goals. Whether you're looking for a checking account, savings account, mortgage, or investment services, their team of experienced professionals is here to assist you every step of the way. Visit Orange Bank & Trust Company at 2093 New York 208 to experience the difference of banking with a community-focused institution.

Golden Financial Services is a reputable finance institution located at 21 Poplar Street in Cornwall, New York, United States. With a focus on providing top-notch financial services, Golden Financial Services offers a wide range of solutions to help individuals and businesses manage their finances effectively. Whether you are looking for debt consolidation, financial planning, or investment advice, the experienced team at Golden Financial Services is dedicated to helping you achieve your financial goals. Trustworthy, reliable, and committed to excellence, Golden Financial Services is your go-to institution for all your financial needs.

Affinity Advantage Financial Solutions is a comprehensive financial institution located at 633 New York 211 in Middletown, New York, United States. We offer a wide range of services including ATM access, banking services, financial planning, health insurance, and insurance agency services. Our team of experts is dedicated to helping individuals and businesses achieve their financial goals and secure their future. Visit us today to see how we can help you reach your financial aspirations.

Northwestern Mutual Financial is a finance and insurance agency located at 255 Greenwich Avenue, Goshen, New York, United States. Our financial advisors are dedicated to helping you protect your family and achieve your goals by providing insurance options that offer financial flexibility and income protection. With personalized plans tailored to your current and future priorities, our advisors guide you through life's changes and help you make the best financial decisions every day. As a top-ranked independent investment broker-dealer and the Best Life Insurance Company for Customer Experience, we offer a wide range of financial options designed to meet your goals. Our strong financial strength ratings from major agencies demonstrate our commitment to providing reliable solutions for growth and protection. Whether you're planning for retirement, buying a home, or starting a family, our advisors will create a comprehensive financial plan to help you reach your goals. Join us in creating a culture of inclusion and respect while working towards a brighter financial future. Connect with an advisor today to get started on your personalized financial plan with Northwestern Mutual Financial.

The Everest Equity Company, Inc. is a finance institution located at 2 Executive Boulevard in Suffern, New York, United States. With a strong focus on equity investments, the company offers a range of financial services to help clients achieve their investment goals. The team at Everest Equity is dedicated to providing personalized and innovative solutions to meet the unique needs of each client. With a commitment to excellence and integrity, the institution strives to help clients navigate the complexities of the financial markets and achieve long-term success.

TRIANGLE Financial is a leading third-party advisory firm located at 1 Stage Road in Monroe, New York. Specializing in finance, TRIANGLE offers expert financial advice and services to help individuals and businesses navigate the complex world of money management. With a team of experienced professionals, TRIANGLE is committed to providing personalized solutions to help clients achieve their financial goals. Whether you need assistance with investment strategies, retirement planning, or wealth management, TRIANGLE Financial is here to help. Visit us today to learn more about how we can help you secure your financial future.

Kepecs Financial Group is a reputable finance institution located at 505 New York 208 in Monroe, New York, United States. With a team of experienced professionals, Kepecs Financial Group provides a wide range of financial services to individuals and businesses. Whether you need assistance with investment planning, retirement planning, or wealth management, Kepecs Financial Group is dedicated to helping you achieve your financial goals. Their personalized approach and commitment to excellence make them a trusted partner in navigating the complexities of the financial world.

Hamaspik Medicare Plans is a reputable health insurance agency located at 58 New York 59, Monsey, New York, United States. Specializing in Medicare plans, they offer comprehensive coverage and personalized service to meet the individual needs of their clients. With a team of experienced professionals, Hamaspik Medicare Plans is dedicated to providing quality healthcare options and peace of mind for their members. Contact them today to learn more about their services and how they can help you navigate the complex world of healthcare insurance.

New York Life is an insurance agency located at 505 New York 208, Monroe, New York, United States. They offer permanent policies with guaranteed death benefits and cash value growth, customizable long-term coverage, and the ability to invest policy cash value in the market. Their services include helping with everyday tasks, replacing lost income due to illness or injury, and managing investments with potential market gains. They also offer bundled investments with low fees, college savings options, and income solutions. New York Life provides guidance on investment strategies, estate planning, and various insurance options for individuals, small businesses, and employees. With a diverse and welcoming workplace, they aim to help families protect their financial futures and thrive. The company has been in operation since 1845 and is committed to giving back to communities through charitable donations and volunteer efforts. With high financial ratings and a focus on customer service, New York Life is dedicated to making the world a better place for all.

Finest Financial Group is a leading finance institution located at 275 New York 304 in Nanuet, New York, United States. Specializing in financial services, we offer expertise in helping businesses accurately keep records, determine the best organizational structure, apply for necessary tax IDs and forms, and plan for taxes before your business even begins. Trust Finest Financial Group to guide your company towards financial success.

Hudson Companies is a leading financial institution located at 15 East Central Avenue in Pearl River, New York, United States. Specializing in financial planning, retirement planning, wealth management, and investment services, Hudson Companies is dedicated to helping individuals and families achieve their financial goals. With a team of experienced professionals, Hudson Companies offers personalized solutions tailored to each client's unique needs and objectives. Whether you are planning for retirement, looking to grow your wealth, or seeking investment opportunities, Hudson Companies is committed to providing expert guidance and support every step of the way. Visit us today to start building a secure financial future.

Eastern Planning Inc. is a reputable finance institution located at 25 Smith Street in Nanuet, New York. With a team of experienced financial experts, Eastern Planning Inc. offers a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or insurance solutions, Eastern Planning Inc. is dedicated to providing personalized and professional services to meet your needs. Visit us today to learn more about how we can help you secure your financial future.

New York Life is an insurance agency located at 23 Robert Pitt Drive in Monsey, New York, United States. They offer permanent policies with guaranteed death benefits and cash value that grows over time, as well as long-term coverage highly customizable to fit your needs and budget. Their services include investing policy cash value in the market, assistance with everyday tasks, income replacement in case of sickness or injury, professionally managed investments, and guidance on creating an investment strategy. They also provide insurance for employees, executives, and business owners, as well as charitable giving and support for bereavement, education, and local initiatives. With over 12,000 agents nationwide, New York Life offers flexible solutions tailored to individual needs, with the highest financial strength ratings from major agencies. They are committed to making a positive impact in the communities they serve, with a diverse workforce reflecting the population they support. Additionally, they offer resources and tools to help individuals prepare for their financial future.

Starr Mortgage Company, Inc. is a finance institution located at 15 North Mill Street in Nyack, New York, United States. With a strong focus on providing personalized mortgage solutions, Starr Mortgage Company, Inc. offers a wide range of financial services to help individuals and families achieve their homeownership goals. Whether you are a first-time homebuyer or looking to refinance your current mortgage, our team of experienced professionals is dedicated to providing you with expert guidance and support every step of the way. Contact us today to learn more about how Starr Mortgage Company, Inc. can help you secure the financing you need for your dream home.

Aflac of New York, located at 1 Executive Boulevard in Suffern, New York, is an insurance agency that offers a variety of products to help provide financial peace of mind. While health insurance may not cover everything, Aflac can help with expenses that are not covered, such as emergency treatment, cancer treatment, critical illnesses, and more. They also offer final expense whole life insurance, coverage for costs not covered by Original Medicare, and even insurance for unexpected pet expenses. In addition to individual insurance, Aflac of New York also offers group dental and vision insurance through American Family Life Assurance Company of Columbus, with group policies offered by Continental American Insurance Company. They provide a range of products to help employees cope with financial stress caused by injuries, illnesses, or mental conditions, as well as manage absences and stay in compliance with evolving leave laws.