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TOP 30 Financial planning for life events in New York, NY
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Planning Financial Futures, Inc
Planning Financial Futures, Inc is a finance institution located at 1895 Walt Whitman Road in Melville, New York. Our team of expert financial advisors is dedicated to helping individuals and businesses plan for a secure financial future. Whether you are looking to invest for retirement, save for your children's education, or grow your wealth through strategic financial planning, our experienced professionals are here to guide you every step of the way. Trust Planning Financial Futures, Inc to help you achieve your financial goals and secure a prosperous future.
Life Insurance Company Guaranty Corporation of New York
The Life Insurance Company Guaranty Corporation of New York is an insurance agency located at 18 North Broadway in Tarrytown, New York. This institution provides protection and security for policyholders by guaranteeing the coverage of life insurance policies in the event that a licensed insurer is unable to fulfill their obligations. With a dedication to ensuring the financial well-being of individuals and families, the Life Insurance Company Guaranty Corporation of New York plays a crucial role in the insurance industry in the United States.
Globe Life National Income Division: Moore Organization
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.
Financial Planning Association of NENY
The Financial Planning Association of Northeastern New York (FPA-NENY) is dedicated to promoting the importance of financial planning and providing high-quality education and networking opportunities for its members. Located at the prestigious Wolferts Roost Country Club in Albany, New York, FPA-NENY aims to be the premier community of financial planners in the region. Through mentoring, networking, and advocacy efforts, the association strives to serve as a valuable resource for both the public and the media. Visit our website at www.wolfertsroost.com to learn more about our mission and events.
Family Life Insurance Co
Family Life Insurance Co is a trusted insurance agency located at 258 Ushers Road in New York, United States. We specialize in providing comprehensive life insurance policies to protect your loved ones and ensure their financial security in the event of unforeseen circumstances. Our experienced agents are dedicated to helping families find the right coverage to meet their individual needs. Contact us today to learn more about our services and how we can help you plan for the future.
Aflac of New York
Aflac of New York, located at 22 Corporate Woods Boulevard in Albany, New York, is an insurance agency that offers a range of supplemental insurance products to help individuals and businesses cover expenses that traditional health insurance may not. From emergency treatment and critical illness coverage to final expense whole life insurance and pet insurance, Aflac can provide financial peace of mind in times of need. Additionally, they offer products for employers to help with high deductibles, dental and vision coverage, and employee absence management. With a focus on protecting the financial future of their clients, Aflac is dedicated to providing essential insurance protection during life's unexpected events. Learn more about how Aflac can help you protect your future and find the coverage you need.
Jon L Myers and Associates - Ameriprise Financial Services, LLC
Jon L Myers and Associates - Ameriprise Financial Services, LLC is a finance institution located at 1550 Vestal Parkway East, Vestal, New York, United States. Recognized as one of Forbes Best-in-State Wealth Management Teams for 2024, we offer personalized financial services tailored to your individual goals and risk tolerance. Our team works with you to create investment strategies, asset allocations, and portfolio recommendations to help you achieve your financial objectives, whether it's retirement planning, education savings, or major purchases like a second home. We prioritize regular meetings to review and analyze your progress, update your approach as life changes, and track your progress towards your goals. Our secure online platform allows you to access your investments and accounts from any device, providing you with real-time updates and information sharing capabilities with us.
Edward Jones - Financial Advisor: Matthew Feldman
Edward Jones - Financial Advisor: Matthew Feldman is a reputable financial institution located at 33 Lewis Road in Binghamton, New York, United States. As a trusted financial advisor, Matthew Feldman provides personalized and comprehensive financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Matthew Feldman is dedicated to helping individuals and families navigate their financial future with confidence. Whether you are looking to save for retirement, invest for the future, or plan for major life events, Matthew Feldman and his team are committed to providing expert guidance and support every step of the way.
Merrill Lynch Financial Advisor Robin M Reich
Merrill Lynch Financial Advisor Robin M Reich, located at 75 Rockefeller Plaza in New York, offers a wide range of investment solutions from Merrill and banking products from Bank of America. With timely insights on market trends and the global economy, the institution helps clients stay on track with their financial goals. By understanding each client's unique needs and goals, the team creates personalized wealth management strategies that adapt to changing market conditions. The Reich Group specializes in working with affluent private business owners, corporate executives, retirees, and women going through life-changing events. With a focus on risk-managed allocation models and diversified portfolios, the team aims to preserve and grow clients' wealth while considering long-term financial needs. By offering access to the expertise of specialists and professionals, including those from Bank of America Private Bank, the institution provides comprehensive financial planning services. Merrill Lynch Financial Advisor Robin M Reich goes beyond traditional advisory roles to provide clients with investing insights and banking capabilities to help them make informed decisions for their financial future.
Merrill Lynch Financial Advisor Shivam Jhingen
Merrill Lynch Financial Advisor Shivam Jhingen, located at 75 Rockefeller Plaza in New York, offers personalized financial planning and investment strategies. With experience in helping executives manage concentrated stock positions and navigate important life events such as retirement, inheritance, or business sales, Shivam provides access to Bank of America Private Bank trust and estate planning services. By working with outside professionals like attorneys and accountants, he can help coordinate comprehensive financial and legacy plans. At Merrill Lynch Wealth Management, Shivam focuses on building a personalized plan centered around your goals and aspirations. Through the Merrill Personal Wealth Analysis™, he helps clients identify and prioritize what matters most to them, whether it's saving for retirement, funding education, or passing wealth to future generations. By understanding your investment personality and preferences, Shivam customizes financial approaches to align with your values and objectives.
Merrill Lynch Financial Advisor Innokentii Panteleev
Innokentii Panteleev is a financial advisor at Merrill Lynch located in New York, United States. With over 7 years of experience in the financial services industry, Inno focuses on serving clients with different backgrounds and levels of financial knowledge. He holds bachelor's degrees in International Relations and Finance and is dedicated to helping clients achieve their financial goals. In his spare time, Inno enjoys spending time with his family and meeting new people. Merrill Lynch offers personalized financial planning services, investment strategies, and access to banking services from Bank of America. Inno believes in building strong client relationships based on trust and personalized service. With a focus on your goals and priorities, Merrill Lynch Wealth Management Advisors can help you create a customized investment approach to address your needs and pursue your financial goals. Whether you are planning for retirement, funding your children's education, or preparing for other life events, Inno is committed to helping you achieve your goals. Contact Merrill Lynch Financial Advisor Innokentii Panteleev to start your journey towards financial success.
Merrill Lynch Financial Advisor Charles Sacco
Merrill Lynch Financial Advisor Charles Sacco is a prestigious finance institution located at 114 West 47th Street in New York, New York, United States. The institution is known for its team of talented and experienced individuals who are committed to providing exemplary client service based on trust and personalized service. Merrill Lynch Wealth Management advisors focus on understanding their clients' goals, priorities, and financial situation to design personalized investment strategies that reflect their unique needs. With access to the global resources of Merrill and comprehensive financial solutions from Bank of America, clients can work towards achieving their financial goals with confidence. The institution has received recognition from various financial industry publications, including Forbes and Financial Times, for their exceptional wealth management teams and top financial advisors. Whether you are planning for retirement, saving for a major life event, or passing on wealth to future generations, Merrill Lynch Financial Advisor Charles Sacco can help you navigate the complexities of your financial life and create a customized plan to help you achieve your goals. With a focus on understanding what matters most to you, the team at Merrill Lynch is dedicated to helping you live your best financial life.
Globe Life National Income Division: Pappas Akuamoa Organization
Globe Life National Income Division: Pappas Akuamoa Organization is an insurance agency located in the bustling city of New York, United States. Specializing in providing financial protection and peace of mind to individuals and families, our dedicated team at 36-36 33rd Street is committed to helping clients secure their future through a range of insurance products. With a focus on customer service and personalized solutions, we strive to be a trusted partner in safeguarding your income and assets. Contact us today to learn more about how we can assist you in achieving your financial goals.
Met Life Auto & Home Insurance
MetLife Auto & Home Insurance is an insurance agency located at 1579 Spencerport Road in Rochester, New York, United States. We offer a wide range of insurance products to protect you and your family, all in one place. At MetLife, protecting your information is our top priority. We offer benefits to protect and support you, no matter where life leads you. From accident and health to legal, pet, dental, and vision insurance, we've got you covered. Our services include coverage for routine cleanings, oral surgery, orthodontia, health savings accounts, vet visits, accidents, illnesses, and much more.
Met Life Auto & Home Insurance
MetLife Auto & Home Insurance is an insurance agency located at 2 Nursery St, Webster, New York, United States. We offer a wide range of insurance products to protect you and your family, all in one place. At MetLife, protecting your information is a top priority, especially in today's world where scams are prevalent. We provide benefits such as accident and health insurance, legal plans, pet insurance, dental insurance, vision insurance, and more to ensure you are covered in any situation. Our services also include health savings and spending accounts, commuter benefits, and reimbursements for vet visits, accidents, and illnesses. Additionally, we offer auto and home insurance through Farmers GroupSelectSM with 24/7 claim service. We are here to provide you with the financial protection you need to navigate life's unexpected events. Contact us today to evaluate your current plans and explore how we can enhance your coverage with our comprehensive insurance options.
Northwestern Mutual Life Insurance
Northwestern Mutual Life Insurance, located at 50 Main Street, White Plains, New York, offers a range of life insurance policies tailored to your individual needs and goals. Whether you need a simple safety net for the unexpected or a comprehensive financial plan for the future, our advisors will work with you to determine the right coverage for you and your family. With options such as whole life, universal life, variable universal life, and term life insurance, Northwestern Mutual provides flexibility and peace of mind. Our policies not only offer protection for your loved ones in the event of your passing, but also the opportunity to build cash value that can be used for various expenses throughout your life.
Life Insurance
Life Insurance is an insurance agency located at 1900 Hempstead Turnpike in East Meadow, New York, United States. Our agency specializes in providing individuals and families with comprehensive life insurance coverage to protect their loved ones in the event of unexpected circumstances. With a range of policies tailored to fit different needs and budgets, we strive to ensure our clients have peace of mind knowing their financial future is secure. Contact us today to learn more about our services and how we can help you plan for the future.
Northwestern Mutual Financial
Northwestern Mutual Financial, located at 120 Schuyler Street in Boonville, New York, is a finance institution dedicated to helping individuals protect their families and achieve their financial goals. Their team of financial advisors offers personalized plans that take into account current and future priorities, providing a comprehensive approach to investment and insurance. With top ratings from major financial strength agencies and recognition for their outstanding customer experience, Northwestern Mutual offers a wide range of financial options including investments, insurance, and annuities. Their advisors are committed to guiding clients through life events and helping them reach their financial goals, whether it's saving for college, buying a house, or planning for retirement.
Merrill Lynch Financial Advisor Sally D Abell
Merrill Lynch Financial Advisor Sally D Abell is a finance institution located at 50 Fountain Plaza in Buffalo, New York, United States. Sally D Abell, CFA® is the Vice President and Wealth Management Advisor with over 30 years of experience in the financial services industry. She specializes in custom managing portfolios for high net worth individuals and their families to help generate cash flow and increase client wealth. Sally helps clients determine long term financial goals and implements customized investment strategies, such as retirement income planning using options. As a qualified Portfolio Manager, she can build and manage personalized strategies incorporating individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. Sally is a graduate of State University of New York at Buffalo and earned the Chartered Financial Analyst® (CFA®) designation in 1996.
Welikey Financial Planning Llc
Welikey Financial Planning LLC is a trusted finance institution located at 195 East Main Street in Smithtown, New York. Our team of experienced financial planners is dedicated to helping individuals and businesses achieve their financial goals through personalized and comprehensive planning services. Whether you are looking to save for retirement, invest for the future, or plan for major life events, we are here to provide expert guidance and support every step of the way. Contact us today to schedule a consultation and start building a secure financial future.
Merrill Lynch Financial Advisor Ken Schneider
Merrill Lynch Financial Advisor Ken Schneider is located at 114 West 47th Street in New York, United States. Ken provides wealth management advice and guidance to affluent individuals and their families, creating tailored investment management strategies to help clients reach their financial goals. With over two decades of experience in the public finance industry, Ken offers expertise in structuring and pricing tax-exempt and taxable municipal bond issues. Ken holds a BA in Economics from the University of California, Berkeley and an MBA from the Columbia Business School. He is actively involved in his community, serving on the board of his town's Little League and organizing charity fund-raising events. Ken is licensed in Life, Accident, and Health insurance, and holds FINRA registrations Series 7, 63, and 65.
Merrill Lynch Financial Advisor Charles A. Bell
Merrill Lynch Financial Advisor Charles A. Bell, located at 200 Park Avenue, New York, New York, United States, offers personalized wealth management strategies tailored to your financial goals and priorities. With access to the investment insights of Merrill and the banking solutions of Bank of America, Charles A. Bell can help you navigate today's changing market conditions. By participating in the communities they serve, Charles A. Bell demonstrates a commitment to giving back. Through the Merrill Personal Wealth Analysis™ process, a personalized plan is developed centered on your unique goals. By understanding your investment personality and preferences, Charles A. Bell can create a customized financial approach to help you achieve what matters most to you. Regular check-ins and adjustments ensure your financial plan stays aligned with your evolving life and goals. With a focus on building a relationship based on trust and understanding, Charles A. Bell is dedicated to helping you pursue your financial aspirations. Whether you are planning for retirement, saving for a major life event, or seeking advice on passing wealth to future generations, Charles A. Bell will work with you to develop a comprehensive approach to address your financial needs. Contact Merrill Lynch Financial Advisor Charles A. Bell to start the conversation about your financial future.
Patricia Deane - Financial Advisor, Ameriprise Financial Services, LLC
Patricia Deane, a financial advisor at Ameriprise Financial Services, LLC, located at 2024 West Henrietta Road in Rochester, New York, is dedicated to helping clients achieve their financial goals. Whether you are saving for college, planning for retirement, or looking to make smart investments, Patricia takes the time to understand your unique needs and offers personalized financial advice to help you feel confident and in control of your financial future. With a focus on preparing for both expected and unexpected events in life, she can help you navigate the complexities of financial planning. If you are interested in scheduling a complimentary initial consultation or have any questions, please reach out to Patricia Deane. She is registered to conduct securities business in certain states and can provide you with information on financial planning concepts and strategies. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, and cannot guarantee future financial results.
Merrill Lynch Financial Advisor Jon Mann
Merrill Lynch Financial Advisor Jon Mann, located at 200 Park Avenue in New York, is a prestigious finance institution that has received recognition from financial industry publications and Bank of America Corporation. The institution's team is comprised of talented and experienced individuals dedicated to building strong client relationships based on trust and personalized service. The Mann Sullivan Group, part of Merrill Lynch Wealth Management, offers a boutique family office experience with access to the vast investment resources of Merrill Lynch and banking capabilities of Bank of America. The team focuses on helping families build, preserve, and transfer their wealth through a holistic approach to financial planning. They work closely with clients' accountants and attorneys to ensure their financial goals are met over time. The wealth management process begins with understanding clients' goals and financial circumstances to create personalized investment portfolios. The team regularly reviews portfolios and makes strategic changes to optimize tax efficiency and address changes in the market or clients' lives. The Mann Sullivan Group specializes in assisting clients at all stages of life, from establishing a financial foundation to planning for retirement and major life events. They also offer specialized strategies tailored to the unique needs of women, recognizing the complexities they may face in managing their financial futures. With a commitment to high-touch service and client trust, Merrill Lynch Financial Advisor Jon Mann is dedicated to helping clients navigate the complexities of wealth management and plan for a secure financial future.
Merrill Lynch Financial Advisor Richard S Wald
Merrill Lynch Financial Advisor Richard S Wald, located at 560 Lexington Avenue in New York, is a premier finance institution dedicated to providing top-tier professionalism, responsiveness, and service to its clients. As part of the 712 Investment Group, operating under Merrill Lynch Wealth Management, the team has over 20 years of experience in wealth management. With offices in New York, San Francisco, and Charleston, the team offers a boutique family office experience with the resources of a global financial institution. The team, led by Managing Directors Richard Wald and Travis O'Brien, focuses on listening to clients to understand their financial goals and create tailored wealth management strategies. With access to industry-leading research and investment managers, the team develops custom strategies aligned with clients' goals, risk tolerance, and tax considerations. They also specialize in helping affluent families, foundations, and institutions achieve their charitable objectives.
Merrill Lynch Financial Advisor John Edelman
Merrill Lynch Financial Advisor John Edelman, located at 200 Park Avenue, New York, New York, United States, offers a unique blend of experience and youth in wealth management. With a focus on families and small businesses, John provides guidance on a variety of financial needs and unexpected life events. Holding prestigious designations such as Chartered Alternative Investment Analyst™ and Sports & Entertainment Accredited Wealth Management Advisor™, John is dedicated to providing comprehensive services in trust and estate planning, business planning, and retirement benefit planning for high net worth clients in the sports and entertainment industries. John's approach is personalized, focusing on your goals and priorities, and adapting to changes in your life and the financial markets. With access to the resources of Merrill Lynch Wealth Management and Bank of America, John is committed to helping you achieve your financial goals and navigate the complexities of your financial life. Contact John Edelman to start building a customized investment approach tailored to your needs and aspirations.
Merrill Lynch Financial Advisor David A Paolino
Merrill Lynch Financial Advisor David A Paolino, located at 75 Rockefeller Plaza, New York, United States, offers personalized wealth management services supported by the global resources of Merrill. The team is dedicated to building strong client relationships based on trust and tailored service. Paolino & Associates provide a goals-based approach to wealth management, putting clients at the center of the process. With access to Merrill's investment insights and Bank of America's banking solutions, they help clients prioritize and achieve their financial goals, whether it's planning for education, retirement, healthcare, or wealth preservation. The institution believes in developing a personalized financial approach that aligns with each client's aspirations and priorities. Through ongoing conversations and the Investment Personality Assessment, they tailor strategies to help clients pursue their financial goals and adapt to life changes. Merrill Lynch Wealth Management Advisors work to create customized investment approaches that address individual needs and objectives, keeping clients on track regardless of market fluctuations. With a focus on understanding what matters most to each client, they offer comprehensive financial solutions and personalized investment strategies. Whether planning for retirement, education, or other life events, Merrill Lynch Advisors are committed to helping clients achieve their financial goals.
De Vita & Associates - Ameriprise Financial Services, LLC
De Vita & Associates - Ameriprise Financial Services, LLC is a finance institution located at 333 Jericho Turnpike, Jericho, New York, United States. They offer personalized investment and portfolio recommendations based on individual goals and risk tolerance. Clients can track their progress towards financial goals securely from any device. The institution provides solutions for unexpected events such as health, life, disability, and long-term care insurance. Ameriprise financial advisors are registered in certain U.S. states and can help clients prepare for the future. The initial consultation provides an overview of financial planning concepts. Ameriprise Financial Services, LLC cannot guarantee future financial results. Users agree to abide by the terms of the Ameriprise Financial Website Rules and Regulations. The institution is a member of FINRA and SIPC. They value referrals and strive to help friends and family achieve their financial goals. Clients can expect to hear from the institution soon after a referral.
Justin Ponella of Dipaola Financial Group
Justin Ponella of Dipaola Financial Group, located at 425 Broadhollow Road in Melville, New York, is a finance institution that offers a range of insurance and investment products. Their services include Life Insurance, Disability Insurance, Health Insurance, Annuities, and Financial Planning. Life Insurance provides financial security for your family in the event of your death, while Disability Income Insurance helps you maintain your standard of living if you are unable to work due to a disability. Group Life Insurance and Group Health Insurance are also available for employers to offer to their employees. Justin Ponella is highly recommended by clients for his professionalism, knowledge, and responsiveness. With over 70 years of combined experience in the industry, the management staff at Dipaola Financial Group represents some of the most influential insurance and investment companies in the country.
Natalie Mcginley, Financial Professional - New York Life
Natalie Mcginley, Financial Professional - New York Life, located at 1660 Walt Whitman Road, Melville, New York, United States, offers a wide range of financial services and products to meet the needs of clients. Specializing in creating custom insurance and financial solutions, Natalie works closely with clients to develop comprehensive approaches that address current needs, future goals, and wealth transfer to the next generation. With expertise in life insurance, long-term care, disability insurance, annuities, and investments, Natalie helps clients protect their families, assets, and businesses from unexpected events while pursuing greater returns for a secure retirement. As a financial advisor with Eagle Strategies, Natalie is committed to building long-term relationships with clients and providing personalized guidance and support through life's biggest moments. From life insurance to financial strategy, Natalie helps clients turn their love for their families into policies that offer protection and peace of mind. Whether planning for retirement, education expenses, or estate transfer, Natalie can help clients navigate the complex world of finance and create customized plans that meet their needs and goals. Contact Natalie Mcginley, Financial Professional - New York Life, to start planning for a secure financial future.
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