TOP 30 Financialadvisors in New York

Curtis Pope, CFP is a renowned Certified Financial Planner and Financial Advisor located in the heart of New York City. With a prime location at 450 Lexington Avenue, Curtis Pope offers expert financial planning services to individuals and businesses looking to secure their financial future. With years of experience and a commitment to personalized service, Curtis Pope is dedicated to helping clients achieve their financial goals and make informed decisions. Trust Curtis Pope, CFP to provide expert financial advice and guidance for a secure financial future.

Perkowski Agency is a reputable insurance agency located at 76 Nassau Avenue in New York, United States. With a strong commitment to providing top-notch insurance solutions, our experienced team of professionals is dedicated to helping clients find the best coverage options tailored to their individual needs. Whether you are looking for auto, home, life, or business insurance, Perkowski Agency is here to assist you every step of the way. Trust us to protect what matters most to you.

Laur-Rand Co is a well-established institution located at 254 South Main Street in New City, New York, United States. With a reputation for excellence in providing top-notch services, Laur-Rand Co offers a wide range of products and solutions to meet the needs of its clients. Whether you're looking for financial advice, legal services, or business consulting, Laur-Rand Co has a team of experienced professionals ready to assist you. Visit us today and experience the difference that Laur-Rand Co can make for you and your business.

Elizabeth Simeone EA is a reputable accounting and finance institution located at 180 Main Street in Goshen, New York, United States. With a team of experienced and knowledgeable professionals, they offer a wide range of services to individuals and businesses including tax preparation, financial planning, and consulting. Their dedication to providing top-notch service and personalized solutions has earned them a strong reputation in the community. Whether you need help with tax filing or financial management, Elizabeth Simeone EA is the go-to institution for all your accounting and finance needs.

Gio Financial Group is a leading finance and insurance agency located at 350 Hudson Street in New York, New York. With a strong reputation for providing top-notch financial services and insurance products, Gio Financial Group is dedicated to helping individuals and businesses achieve their financial goals and protect their assets. Our team of experienced professionals is committed to delivering personalized solutions tailored to meet the unique needs of each client. Trust Gio Financial Group for all your financial and insurance needs.

The Merrill Lynch Financial Advisor Mariana Ng Meyerson is located at 200 Park Avenue in New York, United States. Mariana Ng Meyerson is a Senior Financial Advisor who is fluent in Mandarin & Cantonese Chinese and English. With over 20 years of experience in the financial services industry, Mariana works closely with individuals, retirees, corporate executives, professionals, business owners, non-profit institutions, and ultra-high net worth families to develop customized financial strategies tailored to their goals and priorities. Mariana specializes in helping clients manage concentrated stock positions, navigate important life transitions such as retirement or inheritance, and provides access to Bank of America Private Bank for trust and estate planning services, as well as Bank of America for credit and lending needs. She works collaboratively with clients' attorneys, accountants, and other advisors to coordinate their financial and legacy planning.

Alpha Legacy Wealth Management - UBS Financial Services Inc. is a prestigious finance institution located at 299 Park Avenue in New York City. As a part of UBS Financial Services Inc., they offer a wide range of wealth management services to their clients, including investment advice, financial planning, and portfolio management. With a team of experienced professionals and a commitment to delivering personalized solutions, Alpha Legacy Wealth Management is dedicated to helping their clients achieve their financial goals and secure their financial future. Their expertise and dedication make them a trusted partner for individuals and businesses looking to grow and protect their wealth.

IronPath Financial is a leading finance institution located at 465 Belfield Avenue in New York, United States. With a team of experienced professionals, IronPath Financial offers a wide range of financial services to individuals and businesses. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, IronPath Financial is dedicated to helping you achieve your financial goals. Trust in IronPath Financial to provide expert guidance and personalized solutions to meet your financial needs.

Edward Jones - Financial Advisor: Joshua Sucov is a trusted financial institution located at 2 Crosfield Avenue in West Nyack, New York. With a focus on personalized service and tailored financial solutions, Joshua Sucov and his team are dedicated to helping clients navigate their financial goals and make informed decisions. Whether you are planning for retirement, saving for college, or investing for the future, Edward Jones is committed to providing top-notch financial advice and guidance. Visit us today to start planning for a secure financial future.

Arden A. Baptiste - Wilmington Advisors @ M&T is a finance institution located at 26 Route 9W in West Haverstraw, New York, United States. With a team of experienced financial advisors, they offer a range of services to help clients manage their investments and plan for their financial future. Whether you're looking to grow your wealth, save for retirement, or protect your assets, Arden A. Baptiste - Wilmington Advisors @ M&T can provide expert guidance tailored to your individual needs. Trust in their expertise to help you make informed decisions and achieve your financial goals.

Gissell Garcia Romano at Comparion Insurance Agency is a trusted insurance agency located at 90 Crystal Run Road in Middletown, New York. With a commitment to providing personalized service and finding the best insurance solutions for their clients, Gissell Garcia Romano and her team strive to make the insurance process easy and stress-free. Whether you are looking for auto, home, life, or business insurance, they are dedicated to helping you protect what matters most. Contact Gissell Garcia Romano at Comparion Insurance Agency today for all your insurance needs.

Donna Dougan - TD Wealth Relationship Manager is a financial institution located at 20 Graham Avenue in New York, United States. As a dedicated relationship manager at TD Wealth, Donna Dougan provides personalized financial advice and services to help clients achieve their financial goals. With a wealth of experience and expertise in the finance industry, Donna is committed to building strong relationships with clients and helping them navigate the complexities of wealth management. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Donna Dougan is here to help you every step of the way.

Edward Jones - Financial Advisor: Alex Cojocaru is a trusted finance institution located at 47-01 Queens Boulevard in New York, United States. With a focus on personalized financial planning and investment strategies, Alex Cojocaru and his team provide expert advice and guidance to help clients achieve their financial goals. Whether you are planning for retirement, saving for education, or building wealth, Edward Jones is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind. Contact Alex Cojocaru today to schedule a consultation and start planning for a secure financial future.

Jonathan M. King, New York Life is a reputable insurance agency located at 420 Lexington Avenue in New York, New York, United States. With a focus on providing comprehensive and personalized insurance solutions, they strive to protect their clients' financial futures. Whether you are looking for life insurance, retirement planning, or investment options, the experienced agents at Jonathan M. King, New York Life are dedicated to helping you achieve your financial goals. Trustworthy and reliable, this institution is committed to providing top-notch service and support to their valued clients.

M Kohn & Co is a reputable accounting and finance institution located at 17 Main Street in Monsey, New York. With years of experience in the industry, our team of professionals is dedicated to providing top-notch financial services to our clients. Whether you need assistance with tax preparation, bookkeeping, or financial planning, we are here to help. Trust M Kohn & Co for all your accounting and finance needs.

First Fidelity Brokerage, Inc. is a reputable insurance agency located at 28 Village Road North in New York, United States. With a strong commitment to providing top-notch insurance services, they offer a wide range of insurance products to meet the needs of their clients. Whether you are looking for auto, home, life, or business insurance, First Fidelity Brokerage, Inc. has got you covered. Their experienced team of insurance professionals is dedicated to helping you find the best coverage options at competitive rates. Trust First Fidelity Brokerage, Inc. to protect what matters most to you.

Alvin Just, Bankers Life Agent is a reputable insurance agency located at 133-33 Brookville Boulevard in New York, United States. Specializing in providing comprehensive insurance solutions, their team of experienced agents are dedicated to helping clients protect their financial future. With a focus on personalized service and a commitment to finding the best coverage options for each individual, Alvin Just, Bankers Life Agent is a trusted partner in ensuring peace of mind for their clients. Contact them today to learn more about their insurance offerings and how they can help you secure your financial well-being.

Thomas Healy - Prudential Financial is a reputable finance and insurance agency located at 10 John James Audubon Parkway in Buffalo, New York, United States. With a strong focus on providing top-notch financial services and insurance solutions, the institution is dedicated to helping individuals and businesses achieve their financial goals and secure their futures. The experienced team at Thomas Healy - Prudential Financial is committed to delivering personalized service and tailored financial strategies to meet the unique needs of each client. Whether you are looking for investment advice, retirement planning, or insurance coverage, you can trust Thomas Healy - Prudential Financial to provide expert guidance and support every step of the way.

Derrenbacker Shields Financial Group - Northwestern Mutual is a reputable finance and insurance agency located at 34 Aspen Park Boulevard in East Syracuse, New York, United States. With a strong focus on providing comprehensive financial planning and insurance solutions, the institution is dedicated to helping individuals and families achieve their financial goals and secure their future. Their team of experienced professionals offers personalized services tailored to each client's unique needs, ensuring peace of mind and financial security. Whether you are looking to invest, plan for retirement, or protect your assets, Derrenbacker Shields Financial Group - Northwestern Mutual is committed to guiding you every step of the way.

Bronsky & Company, CPAs is a reputable accounting and finance institution located at 501 John James Audubon Parkway in Amherst, New York. With a team of experienced Certified Public Accountants, they provide a wide range of financial services including tax preparation, auditing, bookkeeping, and financial planning. Their dedication to accuracy and professionalism has earned them a strong reputation in the industry. Whether you are an individual or a business owner, Bronsky & Company, CPAs is committed to helping you achieve your financial goals.

Brian Makey - Thrivent is a finance institution located at 4476 Main Street, Amherst, New York, United States. Our team of financial professionals is available for appointments Monday through Thursday from 9 a.m. to 4 p.m., with evening appointments also available. We offer licensing through your State Insurance Department's website, which can be found through the National Association of Insurance Commissioners website. Please note that Thrivent and our financial professionals do not provide legal, accounting, or tax advice. It is recommended that you consult with your attorney or tax professional for such matters. Our team members may not provide all products, programs, and services in all states.

Brock Schechter & Polakoff is a full-service accounting and finance institution located at 726 Exchange Street in Buffalo, New York, United States. They take a proactive approach to solving their clients' problems, offering a complete suite of services to address unique needs efficiently. With a team of specialists working together, they pride themselves on maintaining the highest standards and providing hands-on involvement and abstract problem-solving. The firm has a 45-year track record with an impressively low turnover rate, showcasing their commitment to professional growth and excellence. Clients value the accessibility of the partners and management team, who provide timely and accurate answers, along with open and honest feedback. Brock Schechter & Polakoff is known for their accurate audits, assistance with issues, and solid expertise in their work.

AUM Shiv Advisors, LLC is a finance institution located at 7 Gloucester Circle in Rochester, New York, United States. We specialize in providing expert financial advice and investment management services to our clients. Our team of experienced advisors is dedicated to helping individuals and businesses achieve their financial goals through personalized strategies and solutions. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial markets, we are here to help. Contact us today to schedule a consultation and start building a secure financial future with AUM Shiv Advisors, LLC.

Merrill Lynch Wealth Management is a finance institution located at 2649 South Road, Poughkeepsie, New York, United States. Our experienced advisors work with individuals, families, business owners, executives, and institutions to address wealth planning challenges and opportunities. We offer financial strategies based on years of combined knowledge and stress the importance of understanding each client's current financial situation. Our advisors can assist with retirement income planning, concentrated stock positions, traditional investments, and access to estate planning services. We are committed to client service and satisfaction, helping clients identify personal and professional goals related to lifestyle and multi-generational issues. Through volunteerism and charitable outreach, we support the communities in which we live and work. As a Merrill client, you have access to industry-skilled advisors, a disciplined wealth planning platform, and technological resources to help you pursue your financial and life goals.

Juan Espinosa is a reputable financial institution located at 57 Middle Neck Road in Great Neck, New York. With a focus on providing top-notch financial services to its clients, Juan Espinosa offers a wide range of financial solutions to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or wealth management, the experienced team at Juan Espinosa is dedicated to providing personalized and professional service to meet your unique needs. Visit us today to discover how we can help you secure your financial future.

The Office of John T. DeMarinis II, LUTCF, CLTC is a reputable finance institution located at 2200 Northern Boulevard in Greenvale, New York, United States. With a focus on providing expert financial services, John T. DeMarinis II and his team offer personalized solutions and guidance to help clients achieve their financial goals. Whether you are looking for insurance planning, retirement strategies, or investment advice, this institution is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Blackwood Associates is a reputable accounting and finance institution located at 20009 Hollis Avenue in New York, United States. With a team of experienced professionals, Blackwood Associates offers a wide range of financial services to individuals and businesses alike. Whether you need help with tax preparation, financial planning, or investment management, Blackwood Associates is dedicated to providing top-notch service and expertise to help you achieve your financial goals. Trustworthy, reliable, and committed to excellence, Blackwood Associates is your go-to institution for all your accounting and finance needs.

National Securities is a leading finance institution located at 66 Sydney Avenue in Malverne, New York. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients. Whether you are looking for investment advice, wealth management, or assistance with securities trading, we have the expertise to help you achieve your financial goals. Trust National Securities to provide you with personalized and comprehensive financial solutions.

J&S Private Wealth Management is a leading finance institution located at 300 Corporate Parkway in Amherst, New York, United States. Our team of experienced professionals is dedicated to providing personalized wealth management services to help our clients achieve their financial goals. From investment strategies to retirement planning, we offer a comprehensive range of services tailored to meet the unique needs of each individual client. Trust J&S Private Wealth Management to guide you towards a secure financial future.

Chad N. Germain - Wilmington Advisors @ M&T is a finance institution located at 3640 East James Street in Syracuse, New York. They offer expert financial advice and services to help clients achieve their financial goals. With a team of experienced professionals, they provide personalized solutions tailored to each individual's needs. Whether you are looking to invest, plan for retirement, or secure a loan, Chad N. Germain - Wilmington Advisors @ M&T is dedicated to helping you make informed financial decisions.