TOP 30 Financial planning for women in New York, New York

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Commonwealth Financial Network is a finance institution located at 2 Executive Park Drive in Albany, New York, United States. As an independent financial advisor, you can realize your vision with Commonwealth, a partner that prioritizes your needs and provides sophisticated solutions, specialized consulting, and intuitive tools. In 2023, we recruited $15.9 billion in assets, reaching new heights. Our 2024 Outlook survey examines the economy and markets for the year ahead. Whether you are growing an existing practice or exploring independence for the first time, Commonwealth offers innovative strategies to give you a competitive advantage. Affiliating with us as your own RIA or through our corporate RIA provides personalized consulting, operations, and compliance to optimize your business. Our comprehensive capabilities and supportive partner are dedicated to your success. Join Commonwealth and receive valuable resources to help you manage the economics and risks of entrepreneurship, as well as strategies for marketing your new business. Take control of your growth path and transform unpredictability into growth with our high-touch service. Commonwealth's emphasis on investment management and financial planning, along with a supportive culture, allows you to create the firm and client experience you desire. Plan for the sunset of the TCJA and consider irrevocable Medicaid trusts to protect assets. With women expected to control more wealth in the future, ensure your firm supports and retains women advisors. Connect with Becca, managing principal and chief business development officer at Commonwealth, to learn more about our story and how we can support your financial goals.

Merrill Lynch Financial Advisor Brianna N. Roche is a finance institution located at 114 West 47th Street in New York, New York, United States. Brianna serves on the advisory side of the Private Executive Services (PES) team, providing personalized wealth management advice to affluent families, corporate executives, and business owners. She is a Senior Portfolio Advisor with expertise in managing custom investment strategies and holds Series 7 and Series 66 FINRA Registrations, as well as Life and Health Insurance licenses. Brianna is also a Certified Divorce Financial Analyst® and advocates for Women & Financial Wellness. With a focus on understanding client goals and priorities, Brianna works to create personalized financial strategies that align with their investment personalities. The institution offers Merrill Personal Wealth Analysis™ to build customized plans centered on client goals and supported by the global resources of Merrill. The team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service, helping clients navigate the financial landscape to achieve their goals. Brianna Roche is registered to do business in multiple states and offers investment insights, tips, and strategies to help clients live their best financial lives.

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.

At Merrill Lynch Financial Advisor Tomoe Odahara, located at 75 Rockefeller Plaza in New York, United States, we are proud to offer exemplary client service in the field of finance. Our team of advisors, including Tomoe Odahara, has been recognized by financial industry publications and Bank of America Corporation for their outstanding work. Tomoe Odahara has been named in Forbes' "Top Women Wealth Advisors Best-in-State” for multiple years, showcasing her expertise and dedication to her clients. Our practice is built on two core principles: prioritizing client comfort and distilling complex financial matters into simple, actionable steps.

Women Wealth Solutions is a finance institution located at 9 Park Place in Great Neck, New York, United States. Our mission is to empower women to take control of their financial future through personalized wealth management solutions. Our team of experienced financial advisors is dedicated to helping women achieve their financial goals and build a secure financial foundation. Whether you are planning for retirement, investing for the future, or need assistance with estate planning, Women Wealth Solutions is here to provide you with the guidance and support you need. Visit us today to start your journey towards financial independence.

Welcome to the Center for Family Support (CFS), a dedicated non-profit organization located at 2811 Zulette Avenue, The Bronx, New York 10461. With a strong presence in both New York and New Jersey, we are committed to providing tailored support to individuals living with intellectual and developmental disabilities, as well as their families. Our mission is to empower our participants to live fulfilling lives through person-centered services and community-focused programs. At CFS, we believe in the power of advocacy and encourage those we support to engage in both self- and political-advocacy. Our comprehensive programs are designed to foster growth, learning, and community involvement, helping participants to thrive in their environments.

Welcome to Bartal Law Life & Legacy Planning Located at 61-43 186th Street, Queens, New York 11365, Bartal Law Life & Legacy Planning is your trusted partner in safeguarding your family's future and preserving your legacy. Led by Daphne Bartal, an experienced Wills & Trusts Attorney, our boutique, women-owned law firm specializes in personalized estate planning services, ensuring your assets and wishes are protected for generations to come.

Welcome to Edward DiConza - RBC Wealth Management, your trusted financial advisory team located at 223 West Montauk Highway, Hampton Bays, New York. As one of the leading RBC Wealth Management teams in NYC, recognized on the Forbes Best-In-State Wealth Management Teams list for 2024, we are committed to providing you with personalized wealth management solutions tailored to every stage of your life. Our mission is to help you preserve and enhance your wealth through our expertise, strong relationships, and world-class capabilities. Whether you are planning for retirement, investing in your future, or managing your estate, our team is here to simplify your financial journey and expand your opportunities.

Welcome to James Covell - RBC Wealth Management Financial Advisor, located at 223 West Montauk Highway, Hampton Bays, New York. As a distinguished team within the RBC Wealth Management family, we pride ourselves on delivering customized wealth management solutions tailored to each stage of our clients' lives. Our mission is to preserve and enhance your wealth through personalized services, expert insights, and world-class capabilities that help you expand your opportunities and simplify your life. Our commitment to excellence has earned us recognition on the Forbes Best-In-State Wealth Management Teams list for 2024, reflecting the trust and satisfaction of our valued clients. We extend our gratitude to Forbes, our clients, and colleagues for their continued support and look forward to another successful year of service.

Welcome to the New York City Police Pension Fund, a dedicated local government office located at 233 Broadway in the heart of Manhattan, New York. As a vital support system for the brave men and women who serve and protect our city, we are committed to managing and safeguarding the pension benefits of New York City's police officers. Our mission is to ensure financial security and peace of mind for our members and their families, both during their service and into retirement. We offer a range of services including pension consultations, retirement planning, and benefit management. Our knowledgeable and experienced team is here to assist you with any questions or concerns you may have regarding your pension benefits. Visit us to learn more about how we support our city's finest.

SCORE is a finance institution located at 100 Martine Avenue in White Plains, New York, United States. Our volunteers are experienced entrepreneurs, corporate managers, and executives who offer their expertise to help small business professionals start, develop, and grow their businesses. If you're interested in becoming a mentor, we welcome you to join us. We are excited to announce the National Small Business Week Virtual Summit, hosted by the U.S. Small Business Administration and SCORE on April 30 – May 1, 2024. This event will provide educational webinars, business resources, networking opportunities, and guidance from SCORE mentors.

SCORE, located at 26 Federal Plaza in New York City, is a finance institution that offers free insights and knowledge to small business owners and entrepreneurs looking to start a business. With over 80 experienced mentors from various industries, SCORE NYC was named the 2024 Regional Chapter of the Year for its impact and support of local small businesses in the Greater NYC area. The institution is dedicated to helping clients succeed and is always looking for new mentors to join their team. SCORE also hosts events like the National Small Business Week Virtual Summit, providing educational webinars, resources, and networking opportunities. They offer specialized resources and mentoring approaches through their SCORE for All platform to meet the diverse needs of entrepreneurs. Since 1964, SCORE has mentored over 11 million small business owners. They offer workshops on topics like Federal Government contracting, Intellectual Property protection, and starting a business in the food industry. Additionally, they have programs like the Advisory Board Program for established small businesses and Money 101 for women looking to increase their financial knowledge. SCORE NYC is funded in part by a Cooperative Agreement with the U.S. Small Business Administration.

EisnerAmper LLP is a leading accounting and finance institution located at 1 Gannet Drive, White Plains, New York, United States. They offer a wide range of services including accounting, audit, tax, advisory, and outsourcing services to help businesses, government organizations, and individuals navigate through challenges and opportunities. With industry-specific expertise and cutting-edge technologies, EisnerAmper helps clients position themselves for growth, profitability, and success. They provide insights, analysis, and perspectives to keep clients informed and prepared for the future. Additionally, EisnerAmper offers downloadable guides on topics such as cybersecurity and tax planning, as well as hosts events like the Women in Alternative Investment Industry Cinco De Mayo Soiree. Clients value EisnerAmper for their talent, knowledge, reasonable rates, and commitment to solving problems.

Dilapi & Co is a reputable accounting and finance institution located at 399 Knollwood Road in White Plains, New York. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and auditing. Their commitment to excellence and personalized approach sets them apart from other firms in the industry. Whether you are an individual or a business in need of financial guidance, Dilapi & Co is the trusted partner you can rely on.

Redwallet is a leading financial institution located at 1 Radisson Plaza in New Rochelle, New York. Specializing in a wide range of financial services, Redwallet is dedicated to helping individuals and businesses achieve their financial goals. With a team of experienced professionals, Redwallet offers personalized solutions tailored to each client's unique needs. Whether you're looking for investment advice, retirement planning, or assistance with managing your finances, Redwallet is here to help. Visit us today to learn more about how we can help you secure your financial future.

Critical Financing Inc is a leading finance institution located at 1111 Broadhollow Road in Farmingdale, New York. Our team of experts specializes in providing critical financial solutions for individuals and businesses alike. We offer a wide range of services including loans, investment advice, and financial planning to help our clients achieve their financial goals. With our dedication to excellence and personalized approach, Critical Financing Inc is committed to providing top-notch financial services to our valued customers. Contact us today to learn more about how we can help you secure your financial future.

Carey Managing Corp is a women-owned business located in Troy, New York, dedicated to helping individuals and businesses manage their daily financial operations. Our services go beyond just bookkeeping, as we offer a range of specialties including construction coordination, project management, payroll, and administrative services. We are actively involved in the local community and strive to make your life easier by handling the background tasks while you focus on what matters most. Explore our website to learn more about our services and find the best plan for your needs. Contact us today and mention our website for an exclusive discount on your first consultation.

Vernon Hinson - State Farm Insurance Agent is a reputable insurance agency located at 1272 Central Avenue, Albany, New York, United States. Specializing in auto, fire, life, and health insurance, our team of licensed professionals, including Ruthann Benedict, Tammy Wright, and Cynthia Boone, are dedicated to providing top-notch service to our customers. We prioritize open communication, mutual respect, and continuous improvement in order to meet the insurance needs of our community. Please note that we are currently unable to accept online quotes, so feel free to call or text us for a FREE quote. We offer valuable information on various topics such as driving tips for pregnant women, the dangers of drunk driving, and passenger safety for teen drivers. We also provide pet insurance products underwritten by American Pet Insurance Company and ZPIC Insurance Company.

Capital Region OBGYN is a healthcare institution located at 711 Troy-Schenectady Road in Latham, New York, United States. We specialize in gynecologic and obstetric care, providing a range of medical services to our patients. Our office hours are Monday to Wednesday from 8 AM to 6 PM, Thursday from 8 AM to 5 PM, and Friday from 8 AM to 4 PM. At Capital Region OBGYN, we prioritize patient care and privacy. We require patients to fill out Gynecologic/Obstetric/Medical History forms, Patient Demographics, Patient Insurance Information, Notice of Privacy Practices, and Financial/Payment Policy forms before their appointment. These forms can be downloaded and printed from our website or obtained at our office.

Lovely Ladies is a one-stop shop for all things fashion and finance located at 280 New York 211 in Middletown, New York. This institution offers a wide range of stylish clothing, trendy shoes, and financial services tailored specifically for women. Whether you're looking to update your wardrobe or manage your finances, Lovely Ladies has everything you need to feel confident and empowered. Visit us today and experience the ultimate shopping experience in the heart of New York.

Klarena is a trendy clothing store located at 286 Brighton Beach Avenue in New York, United States. With a wide selection of stylish and affordable clothing items for men and women, Klarena is the go-to destination for fashion-forward individuals looking to update their wardrobe. Whether you're searching for the perfect outfit for a night out or simply looking to refresh your everyday look, Klarena has something for everyone. Visit us today and discover the latest trends in fashion at unbeatable prices.

FINO is a trendy and stylish clothing and shoe store located at 2938 Third Avenue in New York, United States. Our store offers a wide selection of fashionable clothing and footwear for men and women. From casual everyday wear to formal attire, we have something for everyone. Whether you're looking for the perfect outfit for a night out on the town or just want to update your wardrobe, FINO has you covered. Our friendly staff is always ready to help you find the perfect pieces to complete your look. Visit us today and experience the latest in fashion trends at FINO.

109 Street Inc is a trendy clothing store located in the heart of New York City. Situated at 1974 3rd Avenue, this store offers a wide selection of stylish and fashionable clothing for men and women. Whether you're looking for the latest trends or timeless classics, 109 Street Inc has something for everyone. With a prime location in the bustling city, this store is a must-visit destination for fashion enthusiasts. Shop at 109 Street Inc and elevate your wardrobe with the latest styles and designs.

Nathan Borlam Co Inc is a premier clothing store located at 266 South 2nd Street in New York, United States. Offering a wide selection of high-quality clothing for men and women, our store is known for its stylish and trendy designs that cater to the fashion-forward individual. With a focus on providing exceptional customer service and a personalized shopping experience, Nathan Borlam Co Inc is the go-to destination for anyone looking to elevate their wardrobe. Visit us today and discover the latest in fashion trends and timeless classics.

Sage is a trendy clothing store located at 3813 13th Avenue in New York, United States. Offering a curated selection of stylish and fashionable apparel, Sage is the go-to destination for those looking to elevate their wardrobe. With a wide range of options for both men and women, Sage caters to fashion-forward individuals seeking high-quality pieces at affordable prices. Whether you're looking for the perfect outfit for a night out or simply want to refresh your everyday style, Sage has something for everyone. Visit us today and discover the latest trends in fashion.

Sola Salons in South Shore Commons, Staten Island, NY is a beauty salon and hair care institution located at 2935 Veterans Road West. We offer move-in specials such as two weeks of free rent, a $400 retail bonus, free insurance for the first year, free custom painting of your studio, loyalty bonuses, and referral bonuses. Our salon is perfect for beauty professionals, with ample parking for your clients. Join a community of 15,000 salon professionals who have embraced the freedom of owning their own boutique salon space at Sola Salons. Our individual salon studios are designed with independent beauty professionals in mind, offering amenities such as shampoo bowls, chairs, high-end cabinetry, and state-of-the-art lighting. Studio sizes range from standard to double, with some reserved exclusively for spa professionals. Additional amenities include well-appointed restrooms, kitchen facilities, and on-site laundry facilities.

Jane Chrostowski: Allstate Insurance is a reputable insurance agency located at 223 Nassau Avenue in New York, United States. With a focus on providing quality insurance products and personalized service, Jane Chrostowski and her team are dedicated to helping clients protect what matters most to them. Whether you are in need of auto, home, life, or business insurance, you can trust Jane Chrostowski: Allstate Insurance to provide you with the coverage you need at competitive rates. Contact them today to learn more about their insurance options and how they can help you safeguard your assets.

Ouimette, Goldstein & Andrews is a reputable law firm located at 100 Crystal Run Road in Middletown, New York. Specializing in various areas of law, their team of experienced lawyers provide expert legal advice and representation to clients in the United States. With a commitment to excellence and a dedication to achieving the best possible outcomes for their clients, Ouimette, Goldstein & Andrews is a trusted institution in the legal community. Contact them today for all your legal needs.

Nao Medical - Astoria Urgent Care is your transparent choice for affordable urgent care in New York. Located at 37-15 23rd Avenue, our physician-owned practice is dedicated to providing high-quality, prompt, and personalized care to address your immediate health needs. With over 120,000 five-star reviews, we are consistently recognized for excellence in patient care. We accept all insurances and offer a visit fee of just $175 for those without insurance. Our services include urgent care for non-life-threatening illnesses and injuries, routine walk-in appointments, occupational health services, mental health services, COVID-19 testing and vaccination, and more. With flexible appointment times, including evenings and weekends, we strive to ensure convenient and accessible care for all.

The Charles B. Wang Community Health Center is a leading healthcare institution located at 125 Walker Street in New York, New York. As a community health center, it provides a wide range of medical services to individuals and families in the area. With a focus on preventative care and wellness, the center offers primary care, dental care, behavioral health services, and more. The dedicated staff at the Charles B. Wang Community Health Center is committed to providing high-quality, culturally competent care to all patients, regardless of their background or financial status. Visit the center for comprehensive healthcare services in a welcoming and inclusive environment.