The 30 Best Financial service center near me in New York City, New York

Chris Larkin - GrandView Insurance & Financial Services is a renowned LPL Financial Advisor located at 444 Bedford Road in Pleasantville, New York. As a leading finance and insurance agency, we provide expert guidance and personalized solutions to help clients achieve their financial goals. With a focus on integrity and professionalism, our team is dedicated to providing top-notch service and comprehensive financial planning. Contact us today to start securing your financial future with confidence.

Merrill Lynch Financial Advisor James R Clark, located at 360 Hamilton Avenue in White Plains, New York, is a prestigious finance institution dedicated to providing exemplary client service. James Clark, a qualified Portfolio Manager, was named to the 2023 Forbes “Top Next Generation Wealth Advisors Best in State” list for his passion in delivering excellent service. With a focus on personalized financial planning, James follows a disciplined process that begins with understanding each client's unique goals and priorities. The institution offers the Merrill Personal Wealth Analysis™ to help clients build a personalized plan centered on their objectives. By collaborating with a team of specialists, they create customized strategies to reflect clients' aspirations for themselves and future generations. The Investment Personality Assessment helps tailor financial approaches to align with clients' investing preferences. With a commitment to putting clients first, Merrill Lynch Wealth Management Advisors provide comprehensive financial solutions to help clients achieve their goals. James Clark is registered to do business in multiple states and holds the Chartered Retirement Planning Counselor designation.

Merrill Lynch Financial Advisor Jeffrey W. Chin, located at 360 Hamilton Avenue in White Plains, New York, offers personalized wealth management services to wealthy families and business owners. With 23 years of experience in the financial services industry, Jeffrey holds the designations of Chartered Financial Analyst and Certified Plan Fiduciary Advisor. His team takes a comprehensive approach to managing wealth, starting with understanding the client's financial situation, family, and goals. They offer customized wealth management solutions that can adapt to changing market conditions. By leveraging the investment insights of Merrill and the banking convenience of Bank of America, Jeffrey and his team help clients address various aspects of their financial lives. Their mission is to deliver excellent service and assist clients in pursuing their financial goals. With Merrill Personal Wealth Analysis™, they can build and document personalized plans centered on the client's goals. The team is committed to building strong client relationships based on trust and personalized service, helping clients achieve what matters most to them.

The Jerome Levy Forecasting Center is a renowned finance institution located at 69 South Moger Avenue in Mount Kisco, New York, United States. Known for its expertise in economic analysis and forecasting, the center provides valuable insights and predictions on market trends and economic indicators. With a team of experienced analysts and researchers, the Jerome Levy Forecasting Center is a trusted resource for investors, policymakers, and businesses looking to make informed financial decisions.

Merrill Lynch Financial Advisor Arthur Pasternak is a reputable finance institution located at 360 Hamilton Avenue in White Plains, New York, United States. With a strong focus on providing expert financial advice and guidance, Arthur Pasternak and his team offer personalized solutions to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Merrill Lynch Financial Advisor Arthur Pasternak is here to help you navigate the complex world of finance with confidence.

Charter Oak Financial Consultants, LLC is a finance institution located at 430 Center Avenue in Mamaroneck, New York, United States. They offer expert financial consulting services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Charter Oak Financial Consultants, LLC provides personalized financial solutions tailored to meet the unique needs of each client. Whether you are looking to plan for retirement, invest for the future, or protect your assets, they are dedicated to helping you navigate the complexities of the financial world. Contact Charter Oak Financial Consultants, LLC today to schedule a consultation and take the first step towards securing your financial future.

Merrill Lynch Financial Advisor Michael J. Woolfolk is located at 360 Hamilton Avenue, White Plains, New York, United States. Specializing in finance, Michael provides investment, retirement, and wealth management advice to individuals in the Greater New York City area. With a PhD in finance and 20 years of experience as a Wall Street strategist, Michael offers unique insights into today's financial markets and complex products. He is dedicated to helping high-net worth individuals, families, and small business owners navigate the various products and strategies available to meet their financial goals. Committed to community involvement, Michael volunteers with local organizations and believes in building personalized financial plans centered around clients' goals and priorities. By utilizing the Merrill Personal Wealth Analysis™ tool, Michael helps clients create tailored plans to achieve their financial aspirations. With a focus on understanding clients' changing needs and goals, Michael offers personalized financial strategies to help manage, grow, and preserve wealth. Through ongoing communication and adjustments to financial approaches, Michael aims to help clients stay on track to achieve their financial objectives. As a Merrill Lynch Wealth Management Advisor, Michael works closely with clients to develop customized investment approaches and provide comprehensive financial solutions. With a commitment to prioritizing clients' needs and goals, Michael aims to help individuals achieve financial success and live their best financial life.

Merrill Lynch Financial Advisor Elliot R Skriloff is a Senior Vice President and Portfolio Manager located at 360 Hamilton Avenue in White Plains, New York. With over 27 years of experience in the financial services industry, Elliot specializes in providing personalized financial advice, investment management strategies, retirement planning, wealth transfer, estate planning services, education planning, and financial risk management. His client base includes affluent individuals, families, corporate executives, business owners, non-profit organizations, and households with special needs family members. Elliot follows a defined process with each client, focusing on understanding their specific situations to establish objectives, develop appropriate strategies, recommend solutions, and track progress towards reaching their goals. He holds the Accredited Asset Management Specialist (AAMS) and Chartered Retirement Planning Counselor (CRPC) designations, utilizing his advanced skill set to provide specialized investment services to sophisticated investors.

Merrill Lynch Financial Advisor Kimberly H Rodgers is located at 360 Hamilton Avenue, White Plains, New York, United States. With nearly 20 years of industry experience, Kim is dedicated to helping clients identify and pursue their personal financial goals. She holds the title of First Vice President and is a CERTIFIED FINANCIAL PLANNER™, Chartered Retirement Planning Counselor, Certified Investment Management Analyst, and Sports and Entertainment - Accredited Wealth Management Advisor. Kim works closely with clients to develop a personalized plan centered on their goals and priorities. She believes in open communication and engaging families in the financial decision-making process. As your Merrill advisor, Kim will work with you to develop a customized investment approach to address your needs and pursue your goals. Whether you're planning for retirement, saving for a home, or funding education, Kim is dedicated to helping you achieve what matters most to you.

Lyle Roberts - Prudential Financial is a reputable finance and insurance agency located at 331 Green Haven Road in Poughquag, New York, United States. With a strong commitment to providing top-notch financial services and insurance solutions, our dedicated team of professionals is here to help you navigate through your financial planning needs. Whether you are looking for retirement planning, investment advice, or insurance coverage, Lyle Roberts - Prudential Financial is your trusted partner in achieving your financial goals. Contact us today to learn more about our services and how we can assist you in securing your financial future.

Merrill Lynch Financial Advisor James M Gaughran is a finance institution located at 50 New York 111, Smithtown, New York, United States. Managing your wealth starts with a comprehensive understanding of your financial situation. James Gaughran can assist in creating a flexible strategy tailored to your unique goals and needs, providing access to investment insights from Merrill and banking solutions from Bank of America. With a focus on personalized wealth management strategies, James Gaughran and his team are dedicated to building strong client relationships based on trust and personalized service. As a Registered Senior Wealth Management Client Associate, James Gaughran believes in helping clients pursue their financial goals through thoughtful conversations and customized financial approaches. By utilizing the Merrill Personal Wealth Analysis™ and Investment Personality Assessment tools, James Gaughran can help clients refine their investing preferences and create a plan centered on their aspirations. Through ongoing communication and adjustments to the financial approach, James Gaughran aims to help clients stay on track towards achieving their goals. Whether planning for retirement, saving for a major purchase, or passing wealth to future generations, James Gaughran is committed to helping clients navigate the complexities of the financial markets and make informed decisions. With a focus on understanding each client's unique needs and priorities, James Gaughran offers personalized investment strategies and comprehensive financial solutions to help clients live their best financial life.

Angela M Celso - Private Wealth Advisor at Ameriprise Financial Services, LLC is a prestigious financial institution located at 2 Westchester Park Drive in White Plains, New York, United States. Specializing in wealth management, Angela M Celso holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing her expertise in asset management, retirement planning, estate planning, and investment strategies. With a focus on ethical practices and client-centered services, Angela M Celso provides comprehensive financial planning tailored to meet the individual needs of her clients. Whether you are a retiree, small business owner, or high net worth individual, Angela M Celso is dedicated to helping you achieve your financial goals with integrity and professionalism.

Jennings Financial Advisory Corp is a reputable institution located at 214 Mamaroneck Avenue in White Plains, New York, United States. Specializing in finance, insurance, and real estate services, they offer expert advice and guidance to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Jennings Financial Advisory Corp is dedicated to providing personalized solutions tailored to each client's unique needs. Whether you are looking to invest, protect your assets, or buy/sell property, they are committed to helping you make sound financial decisions. Visit their office today to learn more about their comprehensive services.

Joseph P Lombardi - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 800 Westchester Avenue, Rye Brook, New York, United States, offers a wide range of financial services to meet the diverse needs of its clients. The institution boasts a team of professionals with various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, showcasing their expertise and commitment to providing top-notch financial advice and services. Whether you are looking for retirement planning, estate planning, investment management, or specialized services for seniors, small business owners, or individuals with special needs, Joseph P Lombardi and his team are equipped to help you navigate the complex world of finance. With a focus on ethics, education, and client-centered approach, this institution is dedicated to helping individuals achieve their financial goals and secure their future.

Merrill Lynch Financial Advisor Christopher R Fleming, located at 360 Hamilton Avenue, White Plains, New York, United States, is dedicated to managing your wealth through a personalized approach tailored to your goals and priorities. With access to the investment insights of Merrill and the banking solutions of Bank of America, Christopher Fleming can help you navigate the ever-changing market conditions and create a strategy that aligns with your financial aspirations. As a Certified Financial Planner, Christopher Fleming is registered to do business in multiple states and is committed to understanding your unique financial situation and what matters most to you and your family. By conducting a Merrill Personal Wealth Analysis™, he can build a personalized plan centered on your goals and focused on helping you achieve what matters most to you.

Jak Cukaj - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 200 Summit Lake Drive in Valhalla, New York, offers a range of financial services and expertise. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Jak Cukaj is equipped to assist individuals with asset management, retirement planning, estate planning, investment opportunities, and insurance products. Specializing in areas such as wealth transfers, federal taxation, and retirement planning for domestic partners, Jak Cukaj provides tailored financial solutions for a diverse range of clients. With a focus on ethical practices and continuing education, Jak Cukaj is dedicated to helping clients make informed decisions and achieve their financial goals.

LTC Financial Partners is a leading finance, health, and insurance agency located at 14 East Way in Bedford, New York, United States. With a team of experienced professionals, LTC Financial Partners specializes in providing financial planning and insurance solutions for long-term care needs. Whether you are looking for assistance in managing your finances or protecting your health, LTC Financial Partners is dedicated to helping you achieve your goals and secure your future. Contact us today to learn more about our services and how we can assist you in planning for your long-term care needs.

Port Chester Services Station is a one-stop destination for all your automotive needs located at 425 Boston Post Road in Port Chester, New York. This institution offers a range of services including ATM access, car repairs, financial services, and a gas station. Whether you need to fill up your tank, get your vehicle serviced, or handle your banking needs, Port Chester Services Station has you covered. With a convenient location and a team of experienced professionals, you can trust that your vehicle is in good hands at this trusted establishment.

The ATM (Bedford Shell Services Center) is a convenient stop for all your financial and automotive needs. Located at 848 South Bedford Road in Bedford, New York, this institution offers ATM services along with car repair and finance options. Whether you need to withdraw cash, get your car serviced, or discuss financial matters, the friendly staff at ATM (Bedford Shell Services Center) is ready to assist you. Stop by today to take care of all your needs in one convenient location.

Center Gold is a premier institution located at 2340 Middle Country Road in Centereach, New York, specializing in finance and jewelry. As a trusted jewelry store, Center Gold offers a wide selection of high-quality gold, silver, and precious gemstone jewelry. In addition, the institution provides financial services such as gold buying and selling, pawn loans, and jewelry appraisals. With a team of experienced professionals, Center Gold is dedicated to providing exceptional customer service and expert advice to meet all your jewelry and financial needs. Visit Center Gold today for a unique and personalized shopping experience.

Purchase College, State University of New York, located at 735 Anderson Hill Road in New York, is a prestigious university known for its top ranking in the U.S. News & World Report list of Top Ten Public Liberal Arts Colleges. The institution boasts a diverse and accomplished alumni network, with graduates excelling in fields such as law, economics, and the arts. The campus offers a dynamic curriculum that blurs the boundaries between visual and performing arts, liberal arts, and sciences, encouraging collaboration and intellectual curiosity. Students are encouraged to challenge the status quo, ask big questions, and create original work that makes a lasting impact. With a rich campus culture and accessible faculty, Purchase College is a place where students can truly be themselves and thrive as artists, scholars, writers, scientists, philosophers, and change-makers.

The US Info Center for International University Grad is a renowned institution located at 3611 Henry Hudson Parkway East in New York, United States. As a school dedicated to supporting and guiding international university graduates, our center offers a wide range of resources and services to help students navigate the complexities of furthering their education in the United States. From assistance with admissions and visa applications to academic advising and career counseling, our experienced staff is committed to helping students achieve their academic and professional goals. Visit us today to learn more about how we can help you succeed in your academic journey.

Khury Travel Center Inc. is a multi-faceted institution located at 201 East 198th Street in New York, United States. Specializing in accounting, finance, and travel agency services, our team of professionals is dedicated to providing top-notch assistance to our clients. Whether you need help managing your finances, booking a dream vacation, or planning a business trip, Khury Travel Center Inc. is here to help. With our expertise and personalized approach, we strive to make your financial and travel experiences seamless and stress-free. Visit us today to see how we can assist you with all your accounting, finance, and travel needs.

The SUNY Westbury Student Center is a vibrant hub of activity located on Wenwood Drive in Glen Head, New York. As part of a prestigious university, this institution offers a wide range of resources and services to support students in their academic and personal development. From study lounges and computer labs to student organizations and events, the Student Center is a bustling community where students can connect, collaborate, and thrive. Whether you're looking for academic support, career guidance, or simply a place to relax and socialize, the SUNY Westbury Student Center has something for everyone. Come visit us and experience the energy and excitement of campus life!

Metropolitan College of New York - Bronx is a renowned university located at 463 East 149th Street, New York, United States. Founded in 1964 by Audrey Cohen, the institution has produced over 12,000 alumni who have earned degrees from MCNY. The unique Purpose-Centered Education model helps students in New York City identify and live out their purpose. With campuses in the Financial District of Manhattan and the Triangle Hub Plaza in the Bronx, MCNY offers a range of academic programs in areas such as human services, healthcare, business, and public administration. Students can connect with the institution during upcoming events, set up one-on-one appointments with admission counselors, access academic resources, and stay connected with the college as alumni. The college offers programs such as Master of Science in Education, Bachelor of Business Administration in Healthcare Systems Management, and more.

The College Counseling Center at 900 Walt Whitman Road in Melville, New York, is a vital resource for students at the university. Our center provides a range of services to support students in their academic, personal, and career development. Our team of experienced counselors offers individual counseling, group therapy, workshops, and outreach programs to help students navigate the challenges of college life. Whether you're struggling with stress, anxiety, relationships, or academic concerns, our center is here to help. Visit us today to learn more about how we can support you on your journey to success.

Advanced Photo Imaging Center Inc is a leading finance institution located at 4145A Main Street in New York, United States. Our team of experts specializes in providing financial solutions for individuals and businesses looking to invest in the rapidly growing photography industry. With a focus on innovation and cutting-edge technology, we offer a range of services including investment opportunities, financial planning, and risk management. Trust us to help you navigate the complexities of the market and achieve your financial goals. Visit us today to learn more about how we can help you succeed in the world of photography finance.

The United States Postal Service located at 131 Front Street in Greenport, New York is a vital institution that serves as a post office, local government office, and finance center. As a branch of the USPS, it provides essential mail and package delivery services to residents and businesses in the area. Additionally, it offers various financial services such as money orders, postage stamps, and shipping supplies. Whether you need to send a letter, pay a bill, or ship a package, the United States Postal Service is here to meet your needs with efficiency and reliability.

The Walmart Connection Center located at 460 Fairview Avenue in Hudson, New York, is a convenient store that offers a wide range of services to customers. From cell phone activations and upgrades to bill payments and money transfers, this center is your one-stop shop for all your communication and financial needs. With friendly and knowledgeable staff ready to assist you, the Walmart Connection Center strives to provide top-notch customer service in a convenient location. Whether you're looking to upgrade your phone or send money to a loved one, this center has got you covered.

Kidney Transplant Services is a leading healthcare institution located at 24 Research Way in Setauket-East Setauket, New York, United States. Our dedicated team of medical professionals specializes in providing comprehensive care for patients in need of kidney transplants. With state-of-the-art facilities and cutting-edge technology, we offer personalized treatment plans to ensure the best possible outcomes for our patients. Whether you are in need of a transplant or seeking post-operative care, our team is committed to providing the highest quality of care and support throughout your journey to better health. Contact us today to learn more about our services and how we can help you.