Financial security for seniors in New York, NY
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Michael Laliberte - Financial Advisor, Ameriprise Financial Services, LLC
● OpenWelcome to "Michael Laliberte - Financial Advisor, Ameriprise Financial Services, LLC," where we are dedicated to guiding you through the complexities of financial planning. Situated at 50 Station Road, Water Mill, New York, our firm is committed to providing personalized financial advice tailored to your unique needs and goals. Michael Laliberte, a seasoned financial advisor, brings a wealth of expertise and a wide array of professional designations that underscore his commitment to excellence and ethical practice in the field of finance. With certifications such as the Accredited Asset Management Specialist™ (AAMS™), Accredited Domestic Partnership Advisor™ (ADPA™), and Accredited Investment Fiduciary® (AIF®), Michael is equipped to address a diverse range of financial scenarios, from asset management and estate planning to retirement strategies and wealth transfers.
50 Station Road, Water Mill, New York 11976, United States -
Philip Andriola - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenWelcome to Philip Andriola - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 50 Station Road, Water Mill, New York 11976. As a trusted partner in finance, we are dedicated to helping you achieve your financial goals with personalized strategies tailored to your unique needs. Our team is equipped with an array of prestigious certifications that demonstrate our commitment to excellence and ethical practices in financial advising. Our expertise spans a broad spectrum, including asset management, estate planning, retirement strategies, and investment opportunities tailored for retirees and small business owners. We are proud to hold advanced certifications such as the Accredited Asset Management Specialist™ (AAMS™), Accredited Domestic Partnership Advisor™ (ADPA™), and Accredited Investment Fiduciary® (AIF®), among others.
50 Station Road, Water Mill, New York 11976, United States -
Merrill Lynch Financial Advisor Gregory C Mallgraf
● ClosedWelcome to Merrill Lynch Financial Advisor Gregory C. Mallgraf's office, located at 57 Hampton Road, Southampton, New York. With over 20 years of experience in the financial services industry, Greg joined Merrill Lynch Wealth Management in 2008 and is dedicated to providing personalized and disciplined investment management strategies for individuals and families. As the Senior Resident Director of the Southampton branch and a Wealth Management Advisor with the Martorana-Mallgraf Group, Greg is committed to understanding your unique financial needs and goals. At Merrill Lynch, we offer access to a wide range of investment solutions and banking products from Bank of America. With timely insights into market trends and the global economy, Greg helps you stay on track with your financial objectives. Our approach focuses on connecting your life and finances, providing fresh perspectives to help turn your goals into reality.
57 Hampton Road, Southampton, New York 11968, United States -
Edgar Betancourt - Ameriprise Financial Services, LLC
● ClosedWelcome to Edgar Betancourt - Ameriprise Financial Services, LLC, your trusted partner in navigating the complexities of financial planning and investment management. Conveniently located at 1673 County Road 39 in Southampton, New York, we specialize in providing personalized financial advice tailored to meet your unique goals and aspirations. At Edgar Betancourt - Ameriprise Financial Services, LLC, we understand that each client has distinct financial needs and objectives. That's why we offer a comprehensive approach to financial planning, ensuring that your strategy aligns perfectly with your personal goals. Our advisors possess a wide array of professional certifications and designations, underscoring their commitment to excellence and expertise in areas such as asset management, estate planning, retirement solutions, and investment strategies.
1673 County Road 39, Southampton, New York 11968, United States -
Rocco A Carriero - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedWelcome to Rocco A Carriero - Private Wealth Advisor, Ameriprise Financial Services, LLC, where we are committed to providing exceptional financial advisory services tailored to your unique needs. Located at 1673 County Road 39, Southampton, New York, our team is dedicated to helping you achieve your financial goals with confidence and clarity. Our expertise is backed by a range of prestigious certifications, ensuring that we deliver the highest standard of financial planning and advice. Our advisor holds the AAMS™ (Accredited Asset Management Specialist™) certification, which emphasizes a strong ethical foundation and proficiency in asset management, investment strategies, estate planning, and more. We also offer specialized services for domestic partners, retirees, and small business owners, thanks to our ADPA™ (Accredited Domestic Partnership Advisor™) and AWMA℠ (Accredited Wealth Management Advisor℠) designations.
1673 County Road 39, Southampton, New York 11968, United States -
George Kreuscher - Financial Advisor, Ameriprise Financial Services, LLC
● OpenWelcome to George Kreuscher - Financial Advisor, Ameriprise Financial Services, LLC, located at 1673 County Road 39, Southampton, New York. We are your trusted partner in financial planning and investment management, dedicated to helping you achieve your financial goals with personalized strategies and expert advice. George Kreuscher brings a wealth of knowledge and expertise to the table, holding numerous prestigious certifications and designations that highlight his commitment to excellence and professional growth in the financial services industry. As an Accredited Asset Management Specialist (AAMS™), George adheres to a strict code of ethics and applies investment concepts to real-world situations, ensuring your assets are managed effectively.
1673 County Road 39, Southampton, New York 11968, United States -
Meredith Diamond - Financial Advisor, Ameriprise Financial Services, LLC
● OpenMeredith Diamond - Financial Advisor, Ameriprise Financial Services, LLC Welcome to Meredith Diamond - Financial Advisor, located at 1673 County Road 39, Southampton, New York. With a commitment to providing exceptional financial guidance, our firm is dedicated to helping you achieve your financial goals through personalized strategies and expert advice.
1673 County Road 39, Southampton, New York 11968, United States -
Alexandra Cavallaro - RBC Wealth Management Financial Advisor
● ClosedWelcome 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.
223 West Montauk Highway, Hampton Bays, New York 11946, United States -
Jason Newman - RBC Wealth Management Financial Advisor
● ClosedWelcome 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.
223 West Montauk Highway, Hampton Bays, New York 11946, United States -
Edward DiConza - RBC Wealth Management Financial Advisor
● ClosedWelcome 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.
223 West Montauk Highway, Hampton Bays, New York 11946, United States -
Joseph Jamison - RBC Wealth Management Financial Advisor
● ClosedWelcome to Joseph Jamison - RBC Wealth Management Financial Advisor Located at 223 West Montauk Highway, Hampton Bays, New York, Joseph Jamison is your trusted partner in navigating the complex world of finance. As a dedicated financial advisor, Joseph offers personalized wealth management services designed to help you prioritize your financial objectives and prepare to achieve them. At RBC Wealth Management, we understand the importance of a tailored approach to financial planning, ensuring that your unique needs and aspirations are at the forefront of everything we do.
223 West Montauk Highway, Hampton Bays, New York 11946, United States -
Richard F Nydegger - RBC Wealth Management Financial Advisor
● ClosedWelcome to Richard F Nydegger - RBC Wealth Management Financial Advisor, located at 223 West Montauk Highway, Hampton Bays, New York. As a Senior Vice President and Financial Advisor within the Consulting Group, Richard F Nydegger is dedicated to providing comprehensive financial guidance and wealth management services tailored to your individual needs. In today's complex financial landscape, understanding and navigating market dynamics is crucial. With the federal government’s debt having doubled since 2015, strategic investment decisions are more important than ever. Our Midyear Outlook provides valuable insights to help you make informed choices amidst economic uncertainties.
223 West Montauk Highway, Hampton Bays, New York 11946, United States -
James Covell - RBC Wealth Management Financial Advisor
● ClosedWelcome 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.
223 West Montauk Highway, Hampton Bays, New York 11946, United States -
Robert W Urban - Financial Consultant, Ameriprise Financial Services, LLC
● OpenWelcome to Robert W Urban - Financial Consultant, a trusted partner of Ameriprise Financial Services, LLC, located at 12 Mitchell Road, Westhampton Beach, New York. We are committed to helping you achieve your financial goals through personalized and expert financial planning services. At Robert W Urban, we understand that each client's financial journey is unique. Our Ameriprise advisors possess a wide range of expertise and credentials to ensure that we align our approach with your specific needs and aspirations. Our team is equipped with diverse specializations that include, but are not limited to, investment strategies, estate planning, retirement planning, and risk management.
12 Mitchell Road, Westhampton Beach, New York 11978, United States -
Unified Retirement Planning Group
● ClosedUnified Retirement Planning Group is a leading finance institution located at 59 Sunset Drive in Briarcliff Manor, New York, United States. Our team of expert financial advisors specializes in retirement planning, helping clients navigate the complexities of preparing for their golden years. With personalized strategies and a commitment to excellence, we strive to provide our clients with peace of mind and financial security as they transition into retirement. Contact us today to start planning for your future.
59 Sunset Dr Unit 101A, Briarcliff Manor, NY 10510, United States -
Bank of Millbrook Trust Department
● ClosedThe Bank of Millbrook Trust Department, located at 44 Front Street in Millbrook, New York, is a trusted institution offering a range of financial services including ATM access, banking, and finance. Our team of Trust and Investment Professionals, led by Senior Vice President and Trust Officer Meredith Marsh Tiedemann, CPWA®, is dedicated to providing personalized wealth management strategies for high-net-worth clients. With over 30 years of experience, Mrs. Tiedemann holds the prestigious Certified Private Wealth Advisor® designation and is committed to ensuring the success of your trust. Vice President and Trust Officer Eliot C.L. Clarke, a Millbrook native, brings a deep understanding of the community and a background in real estate and finance to our team. Todd, who recently joined the team, has years of industry experience and manages the daily operations of the department with expertise in client distribution, income payments, and securities trading. Trust Administrator Alison, also a Millbrook native, supports the Trust Officers in various administrative tasks to ensure the smooth operation of the department.
44 Front St, Millbrook, NY 12545, United States -
Nancy Gould, LTC Consultant
● ClosedNancy Gould, LTC Consultant is a reputable institution located at 300 Woodcrest Lane in Mount Kisco, New York, United States. Specializing in accounting, finance, and insurance services, Nancy Gould provides expert advice and guidance to clients seeking long-term care solutions. With a strong commitment to professionalism and customer satisfaction, Nancy Gould, LTC Consultant is a trusted partner for individuals and families looking to secure their financial future.
300 Woodcrest Ln, Mt Kisco, NY 10549, United States -
Empire Estate Planning & Services
● ClosedEmpire Estate Planning & Services is a trusted institution located at 1615 Main Street in Pleasant Valley, New York, United States. Specializing in accounting and finance, our team of experts is dedicated to helping individuals and families plan for the future and secure their financial well-being. Whether you need assistance with estate planning, tax preparation, or investment management, we are here to provide personalized and professional services tailored to your unique needs. Trust Empire Estate Planning & Services to help you achieve your financial goals and secure a prosperous future.
1615 Main St, Pleasant Valley, NY 12569, United States -
Law Offices of Jeffrey A. Asher, PC
● ClosedThe Law Offices of Jeffrey A. Asher, PC, located at 80 Business Park Drive in Armonk, New York, is dedicated to providing Protection, Security, and Peace of Mind™ to its clients. Without proper planning, critical health care and financial decisions may not be made, assets may not be distributed as intended, and Will provisions may not be followed. The firm specializes in Estate Planning, Elder Law, Probate, Trust Administration, Medicaid Planning, Long-Term Care Planning, and Special Needs Planning. The team at the Law Offices of Jeffrey A. Asher, PC, offers comprehensive legal services tailored to meet each client's specific needs. They believe in providing thorough and detailed legal advice to ensure their clients have the protection, security, and peace of mind they deserve in a practical, efficient, and cost-effective manner.
80 Business Park Dr #206, Armonk, NY 10504, United States -
Haven Life
● ClosedHaven Life is a reputable insurance agency located at 60 Madison Avenue in New York, New York, United States. Specializing in life insurance, Haven Life offers a range of policies to provide financial protection for individuals and their loved ones. With a focus on simplicity and transparency, Haven Life strives to make the insurance process easy and accessible for customers. Whether you are looking for term life insurance or permanent coverage, Haven Life is dedicated to helping you find the right policy to meet your needs. Trust in Haven Life to provide peace of mind and security for the future.
60 Madison Ave, New York, NY 10010, United States -
Garret Byrne - State Farm Insurance Agent
● ClosedGarret Byrne - State Farm Insurance Agent is an insurance agency located at 13 Washington Avenue, Pleasantville, New York, United States. The institution is conveniently situated near the Jacob Burns Film Center. Garret Byrne has been a State Farm team member since 2011 and became a State Farm Agent in 2019. The agency is staffed with hardworking and knowledgeable licensed team members who are dedicated to providing the products and services necessary to help clients prepare for life's risks and plan for a secure future. They are licensed to provide insurance in New York, Connecticut, New Jersey, and Pennsylvania. Telematics, a method of sharing vehicle information with third parties, is offered by the agency. They also provide tips on environmentally friendly practices and safe driving in rural areas. Gillian, a senior team member, is highly experienced in insurance and financial services and can assist with various insurance needs.
13 Washington Ave, Pleasantville, NY 10570, United States -
E.A. Funk & Associates, Inc.
● ClosedE.A. Funk & Associates, Inc. is a well-established insurance agency located at 1919 Middle Country Road in Centereach, New York. Since 1976, our second-generation agency has been dedicated to building strong relationships with clients in Suffolk and Nassau counties. We prioritize earning your trust, loyalty, and friendship while providing excellent customer service. Our personalized insurance policies are tailored to meet the unique needs of each individual client. Whether you require personal insurance, business insurance, or employee benefits, we are here to help you navigate the complexities of the insurance world. From car insurance requirements in New York to protecting your home and assets, we offer a range of coverage options to suit your needs.
1919 Middle Country Rd #300a, Centereach, NY 11720, United States -
Matt Zaglin - State Farm Insurance Agent
● ClosedMatt Zaglin - State Farm Insurance Agent is a trusted insurance agency located at 136 Middle Country Road in Middle Island, New York. With a focus on providing personalized and comprehensive insurance coverage, Matt Zaglin and his team are dedicated to helping clients protect what matters most to them. Whether you are in need of auto, home, life, or business insurance, they are committed to finding the right policy to fit your needs and budget. With their exceptional customer service and expert knowledge of the insurance industry, you can trust Matt Zaglin - State Farm Insurance Agent to provide you with peace of mind and financial security.
136 Middle Country Rd, Middle Island, NY 11953, United States -
Andrea Sheren: Allstate Insurance
● ClosedAndrea Sheren: Allstate Insurance is a trusted insurance agency located at 171 Middle Country Road in Middle Island, New York. With a commitment to providing personalized and reliable insurance coverage, our team of experienced agents is dedicated to helping customers find the right policies to protect what matters most to them. Whether you're looking for auto, home, life, or business insurance, we are here to provide you with peace of mind and financial security. Contact us today to learn more about our services and how we can help you safeguard your future.
171 Middle Country Rd, Middle Island, NY 11953, United States -
Bankers Conseco Life Insurance Co
● ClosedBankers Conseco Life Insurance Co is an insurance agency located at 2537 New York 52 in Hopewell Junction, New York, United States. They offer a range of life insurance products and services to help individuals protect their financial futures. With a focus on customer service and financial security, Bankers Conseco Life Insurance Co is dedicated to providing peace of mind to their clients. Contact them today to learn more about their insurance options.
2537 NY-52, Hopewell Junction, NY 12533, United States -
Gerber Life Insurance Company
● OpenGerber Life Insurance Company, located at 1311 Mamaroneck Avenue, White Plains, New York, United States, is an insurance agency that offers a variety of insurance plans to protect and provide for your family's future. For children, they offer a whole life insurance policy that ensures financial security for your child. Accident Protection is also available to provide coverage in case of a covered death or disabling injury caused by an accident.
1311 Mamaroneck Ave, White Plains, NY 10605, United States -
Bankers Conseco Life Insurance Company
● ClosedBankers Conseco Life Insurance Company, located at 271 North Avenue, New Rochelle, New York, United States, is a finance, health, and insurance agency. Our agents offer a wide range of insurance options, including products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and partner carriers such as Aetna, Anthem, Humana, UnitedHealthcare®, and Wellcare. We specialize in helping individuals compare Medicare Advantage plans to find the right coverage. With the rising costs of healthcare and the increasing need for long-term care, it's important to be prepared and have discussions with your loved ones. At Bankers Life, we are currently recruiting agents, managers, and investment professionals who are passionate about helping others achieve a financially secure retirement. Our award-winning training programs and team-building opportunities in local branch offices provide a path to success with unlimited earning potential and a flexible schedule. Join us at Bankers Life and achieve more in your career!
271 North Ave #610, New Rochelle, NY 10801, United States -
Emerald Medicare - Nyack, NY
● ClosedEmerald Medicare in Nyack, NY is a reputable health insurance agency located at 15 North Mill Street in Nyack, New York. With a commitment to providing top-quality healthcare coverage for individuals and families, Emerald Medicare offers a wide range of insurance plans to meet the diverse needs of their clients. Their experienced team of professionals is dedicated to helping clients navigate the complexities of the healthcare system and find the best coverage options available. Whether you are looking for Medicare, Medicaid, or private insurance, Emerald Medicare is here to help you find the right plan for your needs. Visit their office in Nyack, NY today to learn more about their services and how they can help you secure the healthcare coverage you deserve.
15 N Mill St, Nyack, NY 10960, United States -
National Income Life - Theo Pappas
● ClosedNational Income Life - Theo Pappas is an insurance agency located in Yorktown Heights, New York, United States. With a commitment to providing quality insurance products and services, this institution offers a range of options to help individuals and families protect their financial well-being. Led by Theo Pappas, the agency strives to provide personalized and reliable insurance solutions to meet the unique needs of each client. Whether you are looking for life insurance, disability insurance, or other types of coverage, National Income Life - Theo Pappas is dedicated to helping you find the right policy for your specific situation. Visit their office in Yorktown Heights to learn more about their offerings and how they can assist you in securing your financial future.
345 Kear Street Suites 209 - 210, Yorktown Heights, NY 10598, United States -
Quick Auto Insurance Agency
● OpenQuick Auto Insurance Agency is a leading insurance agency located at 1300 New York Avenue in Huntington Station, New York. We specialize in providing fast and reliable auto insurance solutions to our clients in the United States. Our team of experienced agents is dedicated to helping you find the best coverage options at competitive rates. Whether you are looking for basic liability coverage or comprehensive insurance for your vehicle, we are here to assist you every step of the way. Contact us today to get a free quote and secure your peace of mind on the road.
1300 New York Ave, Huntington Station, NY 11746, United States
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