The 30 Best Financialinstitutions in New York

Accompany Capital, formerly known as BCNA, is a finance institution located at 11 Broadway in the heart of New York City. With a mission to support entrepreneurs and small businesses in achieving their financial goals, Accompany Capital provides a range of financial services including loans, investment opportunities, and business consulting. The institution is dedicated to fostering economic growth and empowering individuals to succeed in their ventures. With a team of experienced professionals, Accompany Capital is committed to providing personalized financial solutions to help businesses thrive in today's competitive market.

SS Doc. Management Services, LLC is a finance institution located at 257 New York 17K, Newburgh, New York, United States. As a local minority and woman-owned business, we take pride in the strong customer relationships we have built over the years. We are dedicated to providing the highest level of service to all of our customers. At SS Doc. Management Services, LLC, we offer personalized services tailored to meet your specific needs and preferences. Whether you need documents notarized or assistance with real estate closings, we are here to help. Our team can handle all aspects of real estate closing, including preparing deeds and transfer documents.

Jeff Wolk - Raymond James is a finance institution located at 100 Meridian Centre Boulevard in Rochester, New York, United States. With a focus on providing expert financial services and advice, the institution is committed to helping clients achieve their financial goals. Whether it's investment planning, wealth management, or retirement planning, Jeff Wolk - Raymond James offers personalized solutions tailored to each client's unique needs. With a team of experienced professionals and a reputation for excellence, clients can trust in the expertise and dedication of Jeff Wolk - Raymond James to help secure their financial future.

First Aurora Financial Group, located in East Aurora, New York, is a finance institution that specializes in wealth management and estate planning. With over 100 years of combined experience, our consultants work together to tailor solutions to meet each client's unique needs. Partnered with LaSalle St. Securities, LLC, we offer a powerful combination of capabilities, client focus, and tactical thinking to deliver the best results for our clients every day. Please note that investing involves risks, and the strategies discussed do not guarantee profits or protect against losses. Securities are offered through LaSalle St. Securities, LLC, and advisory services are provided through LaSalle St. Investment Advisors, LLC and Olson Asset Management, Inc. Our team of professionals, including Ronald Olson, Richard Bisesi, and Karen Olson, are dedicated to helping clients achieve their financial goals. First Aurora Financial Group is not affiliated with LaSalle St. Securities, LLC, or LaSalle St. Investment Advisors, LLC. For more information, please visit our website and check the background of our investment professionals.

Stifel is a reputable finance institution located at 2515 South Road in Poughkeepsie, New York, United States. With a strong presence in the financial industry, Stifel offers a wide range of services including investment banking, wealth management, and financial advisory. The institution is known for its expertise in helping clients achieve their financial goals and navigate the complexities of the market. With a commitment to excellence and personalized service, Stifel is a trusted partner for individuals and businesses seeking financial guidance and support.

Bryan McWayne - Thrivent is a finance institution located at 125 Wolf Road, Albany, New York, United States. As a "Future Self Champion", they specialize in planning for success and helping clients achieve their goals efficiently. The institution is licensed in multiple states including AZ, CA, CT, FL, GA, MA, ME, NC, NH, NJ, NY, PA, SC, TX, VA, VT. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, but offer advice and guidance through their Financial Planning Framework. Clients can further their planning engagement with Thrivent through Dedicated Planning Services for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans and offers insurance products issued by Thrivent. Securities and investment advisory services are provided through Thrivent Investment Management Inc., a registered investment adviser and member of FINRA and SIPC. Only credentialed financial advisors are authorized to provide investment advisory services. For more information on professional designations and requirements, visit their website.

Welcome to Ponce De LEON BANK, your trusted financial partner located in the heart of The Bronx at 170 Jerome Avenue, New York. As a comprehensive banking and finance institution, Ponce De LEON BANK is dedicated to providing exceptional financial services tailored to meet the diverse needs of our community. Whether you're looking to open a personal checking account, secure a business loan, or explore investment opportunities, our team of experienced professionals is here to guide you every step of the way. Situated conveniently within a vibrant shopping mall, our branch offers a unique and accessible banking experience. We pride ourselves on fostering strong relationships with our clients, ensuring personalized service and financial solutions that empower you to achieve your goals. Visit us today to discover a full range of banking products and services designed to simplify your financial journey. At Ponce De LEON BANK, your financial well-being is our priority.