TOP 30 Financial planning for employees in New York
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MetLife
MetLife is an insurance agency located at 105 Jordan Road, Troy, New York, United States. We provide everything you need to protect yourself and your family all in one place. Protecting your information is our top priority, especially in light of recent social engineering scams targeting financial services customers. Learn about the importance of Health Savings Accounts (HSAs) and how they can benefit employee retention and financial well-being. Our dental network options include preferred dental programs, Dental Health Maintenance Organizations (HMOs), and programs specifically for Federal government employees. Register online to access and manage your MetLife benefits, including disability insurance and paid leave options to show employee care and support.
Worksite Benefits
Worksite Benefits is an insurance agency located at 32 Tamarac Road in Cropseyville, New York. We specialize in providing a range of benefits for employees at their place of work, including health insurance, disability insurance, life insurance, and more. Our experienced team is dedicated to helping businesses and their employees find the best coverage options to protect their financial well-being. Contact us today to learn more about how Worksite Benefits can help you secure the insurance coverage you need.
OneDigital
OneDigital is a leading insurance agency located at 1819 5th Avenue in Troy, New York. We specialize in providing a wide range of insurance solutions for individuals and businesses, including health, life, disability, and retirement plans. Our team of experienced professionals is dedicated to helping our clients find the right coverage to meet their unique needs. With a focus on personalized service and innovative solutions, OneDigital is committed to delivering peace of mind and financial security to our clients. Contact us today to learn more about how we can help protect what matters most to you.
Beth A Serfilippi - Aflac Insurance Agent
Beth A Serfilippi - Aflac Insurance Agent is located at 8 Hillstone Court in Ballston Lake, New York, United States. Our insurance agency offers a wide range of policies to provide an extra layer of protection for life's unexpected events. Whether it's a covered accident, a positive diagnosis, or a serious health event, Aflac pays cash benefits to help ease the financial burden. We also offer dental and vision coverage with no networks or deductibles, as well as assistance with out-of-pocket expenses for hospital stays. Additionally, we provide quality products for employees at no direct cost to you. If you're interested in the opportunity to become an Aflac insurance agent, we offer unlimited potential and flexibility. Please note that individual and group insurance is offered by American Family Life Assurance Company in most states, with group policies available through Continental American Insurance Company. Our headquarters are located in Columbus, GA, with additional offices in Columbia, SC and Albany, NY. Aflac's Premium Life, Absence, and Disability Services are available in all states except Puerto Rico, Guam, and the Virgin Islands, administered by Continental American Insurance Company. Please contact us to learn more about our insurance options and how we can help provide peace of mind for you and your loved ones.
Smith Brothers Insurance
Smith Brothers Insurance is a top 100 independent insurance and risk management broker located at 125 Columbia Turnpike in East Greenbush, New York. With over 50 years of experience, we specialize in providing total asset protection for both your family and business. Our team serves as your family confidant and Enterprise Risk Manager, working towards the purpose of helping others. We offer personalized service, a consultative approach, and comprehensive protection to ensure that your businesses, personal lives, and financial interests are safeguarded. Our culture of mentorship, growth potential, and expertise sets us apart, making Smith Brothers a fulfilling and sustainable place to work. Our team is dedicated to creating wins for all stakeholders, including clients, team members, carriers, and the community. With opportunities for growth, mentorship, and skill development, we strive to empower our employees to reach their long-term career goals. Join us at Smith Brothers Insurance and become a valued member of our team, where your work adds value and your success is our priority.
Barber Cooke Agency, LLC
Barber Cooke Agency, LLC is an Independent Insurance Agency located at 20 Montcalm Street in Ticonderoga, New York. We offer online quick quotes from some of our best companies to provide our clients with the most competitive rates. Our dedicated team is committed to addressing all of your insurance needs, specializing in Personal Insurance coverages such as Auto Insurance, Homeowners Insurance, Boat & Watercraft, Manufactured / Mobile Home, and ATV. Additionally, we offer Business Insurance options including Business Owners Policy (BOP), Commercial Auto, Commercial Property, Bonds, and Agribusiness. Contact us today to start saving money on your insurance costs in New York.
Upstate Agency
Upstate Agency is a trusted insurance agency located at 123 Montcalm Street in Ticonderoga, New York. Our dedicated team of professionals is committed to providing personalized insurance solutions to meet the unique needs of our clients. Whether you are looking for home, auto, life, or business insurance, we have you covered. With a focus on exceptional customer service and competitive rates, Upstate Agency is your go-to source for all your insurance needs. Contact us today to learn more about how we can help protect what matters most to you.
Personal and Business Tax Preparation Services NYC
Personal and Business Tax Preparation Services NYC, located at 296 Canal Street, New York, New York, United States, is a trusted accounting and finance institution dedicated to helping individuals and businesses with their tax and financial needs. Our experienced CPA and accounting team provide a wide range of services, including tax return preparation, bookkeeping, advising, planning, and more. For businesses, we offer services such as tax preparation, sales tax filings, general accounting and bookkeeping, 1099 and W-2 filings, and payroll management. Our team can also assist with setting up new businesses, managing incorporation or LLC formation processes, and providing financial advice to enhance long-term success.
Flatley Read, Inc.
Flatley Read, Inc. is a finance institution located at 12 Spring Street, Schuylerville, New York, United States. We specialize in helping clients achieve milestones, solve problems, and complete projects on time. Our mission is to ensure that homes are efficient, free of environmental hazards, and part of a beautiful community. We offer a range of services including environmental analysis, EPA and DOL certified contractor training courses, grant writing, project management, and program assistance for state and federally funded projects. Whether you are revitalizing a municipality or seeking training for your employees, we are here to guide you through the process. Our staff is dedicated to responding to the ongoing COVID crisis while returning to work, with safety measures in place to protect both our staff and clients. Cancellations made at least 24 hours prior to the first day of classes are eligible for an account credit to be used within one year. Contact us for more information or to discuss any additional concerns or precautions.
Trustco Bank
Trustco Bank, located at 100 Glen Street in Glens Falls, New York, is a trusted institution offering a range of financial services including ATM access, banking, and finance options. With a focus on community banking, Trustco Bank prides itself on providing exceptional Home Town service to customers while supporting employees in the communities they serve. Offering innovative banking products and solutions, Trustco Bank has been a reliable source for over 120 years. Customers can benefit from various account options such as Home Town Investment Checking, Home Town Savings, and Home Town Business Checking, each with unique benefits and requirements. Recognized for their outstanding service, Trustco Bank has been voted the #1 Bank in the Capital District and the Best Bank on Wolf Road. In addition to traditional banking services, Trustco Bank also offers mortgage applications, home equity lines of credit, and Individual Retirement Account (IRA) investment options. As a member of the Allpoint ATM Network, customers have access to over 55,000 surcharge-free ATMs. Trustco Bank is committed to giving back to the community through initiatives such as supporting local shelters, recognizing Home Town Heroes, and collecting donations for families and Veterans in need. Come home to Trustco Bank, your trusted Home Town Bank.
Trustco Bank
Trustco Bank, located at 133 Saratoga Avenue, South Glens Falls, New York, United States, is a trusted institution offering a range of financial services including ATM access, banking, and finance. With a focus on community banking, Trustco Bank prides itself on providing exceptional Home Town service to its customers while supporting its employees. The institution offers various accounts such as Home Town Investment Checking Account, Home Town Savings Account, and Home Town Business Checking Account with attractive benefits for customers. Trustco Bank has been recognized for its outstanding services and contributions to the community, earning accolades such as being voted the #1 Bank in the Capital District and the Best Bank on Wolf Road. With over 140 convenient locations, state-of-the-art mobile app, and access to a wide network of surcharge-free ATMs, Trustco Bank aims to provide convenient and reliable banking solutions to its customers. Whether you are looking for mortgage options, home equity credit lines, or Individual Retirement Account (IRA) investment options, Trustco Bank has a range of flexible and dependable products to meet your financial needs. Additionally, Trustco Bank is committed to giving back to the community through various initiatives such as supporting local shelters and honoring Home Town Heroes. Come home to Trustco Bank, your trusted Home Town Bank.
Trustco Bank
Trustco Bank, located at 131 Main Street in Greenwich, New York, is a trusted institution offering a variety of financial services including ATM access, banking, and finance options. With a focus on community banking, Trustco Bank strives to provide exceptional service to its customers while supporting its employees and the communities it serves. Customers can take advantage of various account options such as Home Town Investment Checking, Home Town Savings, and Home Town Business Checking, each offering unique benefits and rewards. Trustco Bank has been recognized for its excellence, being voted the #1 Bank in the Capital District and receiving accolades from various publications and organizations.
Afla Insurance
Aflac Insurance, located at 37 Boynton Avenue in Plattsburgh, New York, is a health insurance agency that provides coverage for expenses not covered by traditional health insurance. Their products offer financial peace of mind, including help with emergency treatment, coping with cancer, treating critical illnesses, final expense whole life insurance, and more. They also offer additional products through employers, such as coverage for high deductibles, injuries, vision care, dental expenses, and employee benefits packages. Aflac aims to protect the financial future of individuals and their loved ones, offering a safety net for unexpected events. Their plans are supplemental insurance coverage and are not major medical insurance plans. Aflac's Premium Life, Absence, and Disability Services are available in all states except Puerto Rico, Guam, and the Virgin Islands. They are dedicated to providing essential insurance protection during times of need and helping individuals protect their future.
Met Life
MetLife is an insurance agency located at 438 State Route 3 in Plattsburgh, New York, United States. At MetLife, protecting your information is a top priority. They offer everything you need to know to protect you and your family all in one place. The institution provides a range of insurance services, including Health Savings Accounts (HSAs) which are important for employee retention and financial well-being. MetLife also offers various dental programs to choose from, including preferred dental programs and Dental Health Maintenance Organizations (HMOs). By registering online, you can access and manage your MetLife benefits easily. The institution emphasizes the critical role of disability insurance and paid leave in demonstrating employee care. MetLife also provides insights on how employers can help protect their workers from longevity risk to ensure their retirement savings last. The institution is a global community of individuals with a shared purpose to build a more confident future for all.
AFLAC Office of Michael Tumbarello
The AFLAC Office of Michael Tumbarello, located at 22 US Oval in Plattsburgh, New York, is an insurance agency that provides a wide range of insurance policies to help individuals feel confident about their coverage. With AFLAC, you can add an extra layer of protection for life’s speed bumps, as they pay cash for covered accidents, positive diagnoses, and serious health events. AFLAC also helps with out-of-pocket expenses due to hospital stays, dental coverage, and eye care. Whether you are looking to provide financial protection for your loved ones or explore the opportunity to become an AFLAC insurance agent, the office of Michael Tumbarello can help. AFLAC offers quality products for employees at no direct cost to you, and the flexibility to become an agent with unlimited potential.
Aflac
Aflac, located at 21 Cooper Street in Glens Falls, New York, is an insurance agency that offers a wide range of policies to provide an extra layer of protection for life's unexpected events. Whether it's accidents, serious health diagnoses, or hospital stays, Aflac pays cash benefits to help with out-of-pocket expenses. Their dental and vision coverage has no networks or deductibles, and they also offer coverage for essential financial protection for your loved ones. Aflac also provides opportunities to become an insurance agent and offer quality products to employees at no direct cost. With Aflac, you can have peace of mind knowing that you are covered in times of need.
AssuredPartners
AssuredPartners is a reputable insurance agency located at 71 East Fairmount Avenue in Lakewood, New York, United States. With a strong commitment to providing clients with personalized insurance solutions, AssuredPartners offers a wide range of insurance products and services to meet the diverse needs of individuals and businesses. Their team of experienced professionals are dedicated to helping clients navigate the complexities of the insurance industry and find the coverage that best suits their unique requirements. Whether you are looking for personal insurance, commercial insurance, or employee benefits, AssuredPartners is here to help you protect what matters most.
Haylor Freyer & Coon Inc
Haylor Freyer & Coon Inc is a reputable insurance agency located at 585 Main Street in Johnson City, New York, United States. With years of experience in the industry, they provide a wide range of insurance services to meet the needs of individuals and businesses. Their team of knowledgeable professionals is dedicated to helping clients find the best coverage options to protect their assets and provide peace of mind. Whether you are looking for auto, home, life, or business insurance, Haylor Freyer & Coon Inc is committed to providing exceptional service and tailored solutions to meet your unique needs.
Mark Lyons at Comparion Insurance Agency
Mark Lyons at Comparion Insurance Agency is a reputable insurance agency located at 200 Plaza Drive in Vestal, New York. With a commitment to providing top-notch insurance solutions, Mark Lyons and his team offer a wide range of insurance products tailored to meet the unique needs of their clients. Whether you are looking for auto, home, life, or business insurance, you can trust Mark Lyons at Comparion Insurance Agency to provide you with personalized service and competitive rates. Contact them today to discuss your insurance needs and receive a customized quote.
Brown & Brown Empire State
Brown & Brown Empire State is a reputable insurance agency located at 4104 Vestal Road in Vestal, New York. With a strong presence in the insurance industry, they offer a wide range of insurance products and services to meet the needs of individuals and businesses. Their experienced team of professionals is dedicated to providing personalized solutions and exceptional customer service. Whether you are looking for auto, home, business, or life insurance, Brown & Brown Empire State is committed to helping you find the right coverage at the best possible price. Visit their office today to discuss your insurance needs and receive a tailored insurance plan that fits your budget and requirements.
Insurance Office of America (RHA)
Insurance Office of America (RHA) is a leading insurance agency located at 31 Lewis Street in Binghamton, New York. Our team of experienced professionals is dedicated to providing personalized insurance solutions to meet the unique needs of our clients. Whether you are looking for coverage for your home, auto, business, or life, we have the expertise to help you find the right policy at the best price. With a commitment to exceptional customer service and a wide range of insurance products, Insurance Office of America (RHA) is your trusted partner for all your insurance needs.
Met Life
MetLife is a renowned insurance agency located at 3125 East Main Street, Endicott, New York, United States. With a strong reputation for providing a wide range of insurance products and services, MetLife is dedicated to helping individuals and families protect their assets and plan for the future. The experienced team at MetLife is committed to offering personalized solutions to meet the unique needs of each client, ensuring peace of mind and financial security.
Ronald C. Ciotoli, Harter/Hill Insurance
Ronald C. Ciotoli, Harter/Hill Insurance is an independent insurance agency located at 3401 East Main Street in Endicott, New York. We offer a wide range of insurance products at affordable prices, representing over 20 insurance companies to provide you with the best options. Our state-of-the-art rating system allows us to compare insurance programs from all of our carriers, ensuring that you get the coverage that meets your needs. Serving the Endicott, Endwell, Vestal, Owego, Ithaca, and Greater Binghamton areas, as well as any part of New York and Pennsylvania, we are dedicated to providing personalized service to each of our clients. Our team of experts works together to address all of your insurance concerns efficiently and effectively.
Tioga State Investment Services
Tioga State Investment Services, located at 1430 Front Street in Binghamton, New York, is an institution that offers ATM and finance services. As a part of Tioga State Bank, we are committed to serving the communities in the Southern Tier of NY and Northern PA. Our focus is on providing excellent customer service and tailored financial solutions to meet the needs of our clients. Tioga State Bank has been recognized as one of the "Best Banks to Work For" by American Banker magazine for the 6th year in a row, showcasing our dedication to employee satisfaction. We offer cash management products and services that can be customized to fit your business goals at a competitive price. Please note that the website linked to this institution is not owned or operated by Tioga State Bank.
Northwestern Mutual
Northwestern Mutual, located at 99 Hawley Street in Binghamton, New York, is a finance and insurance agency dedicated to helping clients protect their families and achieve their financial goals. Their team of financial advisors offers personalized plans that balance current priorities with future aspirations, all at no cost to the client. With top ratings from major agencies and recognition for customer experience, Northwestern Mutual provides a wide range of financial options, including investments and insurance, tailored to each client's unique needs. Their holistic approach to financial planning takes into account all aspects of a client's life, guiding them through major life events and helping them reach their goals with confidence. Through a commitment to diversity and inclusion, Northwestern Mutual strives to create a culture of respect and recognition for employees, advisors, clients, and communities. With a focus on growth, protection, and income in retirement, Northwestern Mutual offers a comprehensive range of financial solutions to help clients live the life they've always wanted.
Garbarino Associates Inc
Garbarino Associates Inc is a reputable accounting and finance institution located at 3 Park Avenue, Binghamton, New York, United States. With a focus on helping clients achieve their financial goals, we offer a range of services including budgeting, savings, debt management, income tax preparation, accounting, and payroll services. Our experienced team of Enrolled Agents and Associates have been serving clients in the Southern Tier of New York State and Pennsylvania for over 50 years. We are dedicated to providing innovative strategies to enhance financial awareness and help clients pursue financial success. Let us help you plan for a successful future in retirement and achieve your business objectives.
New York Life
New York Life is an insurance agency located at 35 East Main Street, Westfield, 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 that is customizable to fit your needs and budget. Their policies also allow you to invest your cash value in the market, providing potential market gains. New York Life can help pay for everyday tasks, replace lost income due to illness or injury, and offer professionally managed investments with low fees. They offer a variety of insurance options for individuals, employees, executives, and business owners, as well as guidance on creating an estate plan. With over 12,000 agents nationwide, New York Life is committed to helping you protect your family and plan for the future. Their mission is to make the world a better place through responsible investing, community engagement, and charitable giving. Visit their website for articles, guides, and financial calculators to help clarify your financial goals.
Met Life
MetLife is an insurance agency located at 3189 New York 430 in Bemus Point, New York, United States. We are dedicated to providing all the information you need to protect yourself and your family in one convenient place. At MetLife, safeguarding your information is a top priority, especially in light of recent social engineering scams targeting financial services customers. Discover the importance of Health Savings Accounts (HSAs) for employee retention and financial well-being. Our dental programs offer a range of options, from preferred dental programs with lower costs for in-network providers to Dental Health Maintenance Organizations (HMOs) available in select states.
Integrated Benefit Solutions
Integrated Benefit Solutions is a leading health insurance agency located at 401 East Fairmount Avenue in Lakewood, New York. We specialize in providing comprehensive and personalized benefit solutions to individuals and businesses. Our team of experienced professionals is dedicated to helping clients find the best insurance coverage that meets their specific needs and budget. Whether you are looking for health, dental, vision, or other insurance options, we are here to help you navigate the complex world of insurance. Contact us today to learn more about how Integrated Benefit Solutions can help you secure the coverage you need for a healthier and more secure future.
Divirgilio Benefit Resources, LLC.
Divirgilio Benefit Resources, LLC. is a reputable health insurance agency located at 659 Main Street in Johnson City, New York, United States. With a commitment to providing top-notch benefits and resources for individuals and families, they offer a range of health insurance options tailored to meet the unique needs of their clients. Whether you are looking for coverage for yourself, your family, or your employees, Divirgilio Benefit Resources, LLC. is dedicated to helping you find the best plan to suit your needs. Their knowledgeable team is ready to assist you in navigating the complex world of health insurance to ensure you have the coverage you need for a secure and healthy future.
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