TOP 30 Best Financial planning for women in New York

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.

Wellbeing Financial is a finance institution located at 55 Knickerbocker Road in Manhasset, New York, United States. We specialize in providing comprehensive financial services to help individuals and businesses achieve their financial goals and secure their future. Our team of experienced professionals is dedicated to providing personalized solutions that prioritize our clients' wellbeing and financial success. Whether you need assistance with investment planning, retirement savings, or wealth management, Wellbeing Financial is here to help you navigate the complexities of the financial world with confidence and peace of mind.

R & R Financial Planners Inc is a finance institution located at 1802 Hempstead Turnpike in East Meadow, New York, United States. We specialize in providing expert financial planning services to help individuals and businesses achieve their financial goals. Our team of experienced professionals offers personalized guidance and customized solutions to address a wide range of financial needs. Whether you are looking to invest, save for retirement, or plan for the future, R & R Financial Planners Inc is here to help you every step of the way. Contact us today to schedule a consultation and start building a solid financial foundation for tomorrow.

OneMain Financial is a finance institution located at 437 New York 104 in Oswego, New York, United States. We specialize in providing personal loans and financial solutions to help our customers reach their goals and manage their finances effectively. Our experienced team is dedicated to providing excellent customer service and personalized assistance to ensure our clients receive the support they need. Whether you are looking to consolidate debt, cover unexpected expenses, or make a major purchase, OneMain Financial is here to help you achieve financial stability and success.

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 Financial Trust FCU, your trusted partner in financial services located at 6520 Webster Road, Orchard Park, New York. As a dedicated financial institution, we are committed to providing our community with convenient and reliable financial solutions. Whether you need access to an ATM for quick cash withdrawals or are seeking comprehensive financial services to manage your personal or business finances, Financial Trust FCU is here to assist you. Our team of experienced professionals is dedicated to delivering exceptional customer service and personalized financial advice to help you achieve your financial goals. Visit us today and experience the difference of working with a financial institution that truly cares about your financial well-being.

Welcome to Prospera Financial Services, Inc. – ProsperaNY, your trusted partner in financial success. Conveniently located at 200 Mamaroneck Avenue in the heart of White Plains, New York, we are committed to providing personalized and comprehensive financial solutions tailored to meet your unique needs. At ProsperaNY, we understand that navigating the financial landscape can be complex and challenging. Our experienced team of financial professionals is dedicated to helping you achieve your financial goals with confidence and clarity. Whether you're planning for retirement, managing investments, or seeking advice on wealth management, we offer a wide range of services designed to empower you on your financial journey.

Welcome to the Bank of America Financial Center located at 4201 Main Street, Queens, New York 11355. As a trusted leader in the banking and financial services industry, we are committed to providing our clients with comprehensive and personalized solutions to meet their financial needs. Our Queens location offers a full range of banking services including personal and business accounts, loans, mortgages, credit cards, investment advice, and more. Our team of experienced professionals is dedicated to delivering exceptional customer service and financial expertise to help you achieve your financial goals. Whether you're looking to open a new account, explore investment opportunities, or simply need financial guidance, we are here to assist you every step of the way.

Welcome to the Bank of America Financial Center, conveniently located at 10726 Continental Avenue in the heart of Queens, New York. As a trusted leader in the banking and finance industry, we are committed to providing exceptional financial services to meet the diverse needs of our community. Our Queens location offers a full range of banking solutions, including personal and business accounts, loans, mortgages, investment advice, and more. Our team of experienced financial professionals is dedicated to delivering personalized service and expert guidance to help you achieve your financial goals. Whether you're managing day-to-day banking or planning for the future, Bank of America Financial Center is here to support you with innovative tools and resources. Visit us today and experience the difference of banking with a partner who truly cares about your financial well-being.

Welcome to Financial Assurance FCU, your trusted partner in financial services, conveniently located at 55 Water Street in the heart of Manhattan, New York. As a leading provider in the finance sector, we are committed to offering our community reliable and efficient financial solutions. Our state-of-the-art ATM services ensure that you have quick and easy access to your funds whenever you need them. At Financial Assurance FCU, we prioritize your financial well-being by delivering exceptional service and innovative financial products tailored to meet your unique needs. Visit us today to experience a seamless blend of convenience and security in all your financial transactions.

Welcome to Carlston Seales - Prudential Financial, your trusted partner in financial security and insurance solutions, conveniently located at 82-12 151st Avenue, Queens, New York 11414. As a leading finance and insurance agency, we are dedicated to helping individuals and families achieve their financial goals and secure their future. Our team of experienced professionals provides personalized services tailored to meet your unique needs, offering a wide range of products including life insurance, retirement planning, investment strategies, and wealth management. At Carlston Seales - Prudential Financial, we pride ourselves on our commitment to integrity, reliability, and exceptional customer service. Visit us today to discover how we can assist you in navigating your financial journey with confidence and peace of mind.

Welcome to Helen Minieri Stacy CFP® - UBS Financial Services Inc., your trusted partner in achieving financial success. Conveniently located at 8 Main Street, Southampton, New York, our firm is dedicated to providing personalized financial advice and solutions tailored to meet your unique needs. With a wealth of experience in the finance industry, Helen Minieri Stacy, a Certified Financial Planner®, leads our team in offering services that include investment management, retirement planning, estate planning, and wealth preservation strategies. Our commitment to excellence and client-focused approach ensures that you receive the highest level of service and guidance. Whether you are planning for your future, managing your investments, or seeking to protect your assets, we are here to help you navigate your financial journey with confidence. Visit us today to discover how we can assist you in reaching your financial goals.

Welcome to Alexandra Cavallaro - RBC Wealth Management Financial Advisor, your trusted partner in navigating the complexities of wealth management. Located at 223 West Montauk Highway, Hampton Bays, New York, our team is dedicated to providing customized wealth management solutions tailored to every stage of your life. As one of the top RBC Wealth Management teams in NYC, based on Assets Under Management, we focus on preserving and enhancing your wealth, helping you expand opportunities and simplify your life. We are proud to be featured on the Forbes Best-In-State Wealth Management Teams list for 2024, a testament to our commitment to excellence. Our esteemed team includes nationally recognized professionals like James Covell, whose achievements include receiving prestigious industry awards. Our expertise is further highlighted through media appearances, such as our feature on Reuters TV discussing market volatility.

Welcome to Jason Newman - RBC Wealth Management Financial Advisor, located at 223 West Montauk Highway, Hampton Bays, New York. As one of the leading RBC Wealth Management teams in New York City, distinguished by our substantial Assets Under Management, we are dedicated to providing personalized wealth management solutions tailored to every stage of your life. Our mission is to help you preserve and enhance your wealth through strategic relationships, expert advice, and world-class capabilities, ultimately expanding your opportunities and simplifying your life. We are proud to announce our inclusion in the Forbes Best-In-State Wealth Management Teams list for 2024, a testament to the dedication and excellence we bring to our valued clients. Our team, the Covell/DiConza/Newman Group, is honored to have Financial Advisor James Covell recognized with prestigious industry awards, highlighting our commitment to exceptional client service.

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.

GYN Dina Israelov CM ARDMS is a reputable medical institution located in New York, United States. Specializing in gynecology, they offer comprehensive healthcare services for women of all ages. With a team of experienced professionals, including certified ARDMS technicians, they provide top-notch care and support to their patients. The institution accepts all insurances, ensuring that individuals can access quality medical services without financial barriers. Choose GYN Dina Israelov CM ARDMS for your gynecological needs and experience personalized, compassionate care in a welcoming environment.

Welcome to Bank of America, conveniently located at 5091 Broadway in Depew, New York. As a trusted leader in the banking and finance industry, we are committed to providing exceptional financial services tailored to meet your needs. Our branch offers a comprehensive range of services including personal and business banking, loans, wealth management, and more. For your convenience, our location features a state-of-the-art drive-thru ATM, allowing you to access your accounts and perform transactions efficiently from the comfort of your vehicle. Whether you're looking to manage your finances, seek expert financial advice, or explore our diverse range of banking solutions, our friendly and knowledgeable staff are here to assist you.

Welcome to AmeriCU Credit Union, your trusted partner in banking, finance, and insurance services, conveniently located at 224 North Genesee Street, Utica, New York. At AmeriCU, we are committed to providing our community with personalized financial solutions tailored to meet your unique needs. Whether you're looking to open a savings account, secure a loan, or explore our comprehensive insurance options, our dedicated team is here to guide you every step of the way. As a member-focused credit union, we prioritize your financial well-being, offering competitive rates, innovative products, and exceptional customer service. Visit us today and discover why AmeriCU Credit Union is the preferred choice for individuals and families in Utica and the surrounding areas. Your financial success is our mission, and we look forward to serving you.

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.