The 30 Best Firm financials in New York City, New York
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Merrill Lynch Financial Advisor Seth B Kaplan
Merrill Lynch Financial Advisor Seth B Kaplan is a reputable financial institution located at 805 Northern Boulevard, Great Neck, New York, United States. Specializing in finance, the institution offers expert financial advice and services to help clients achieve their financial goals. With a focus on personalized solutions and a commitment to excellence, Merrill Lynch Financial Advisor Seth B Kaplan is dedicated to providing top-tier financial guidance to individuals and businesses alike. Trustworthy, knowledgeable, and experienced, this institution is a trusted partner in navigating the complexities of the financial world.
Merrill Lynch Financial Advisor Andy A Rubio
Merrill Lynch Financial Advisor Andy A Rubio is a finance institution located at 36-35 Bell Boulevard, New York, United States. With over 15,000 Merrill Lynch Financial Advisors nationwide, including in all 50 states and the District of Columbia, we are dedicated to helping clients achieve their financial goals. Our advisors offer a wide range of services, including investment advisory and financial planning. Please note that investing involves risk, and it's important to consult with legal and tax advisors before making any financial decisions. We provide information about products and services that may be of interest to you, and strive to help you achieve the life you want.
Sepulveda Financial Services, LLC
Sepulveda Financial Services, LLC is a trusted accounting and finance institution located at 125 Lockwood Avenue in Yonkers, New York. When it comes to your taxes, choosing an experienced professional is crucial, as thousands of dollars of your hard-earned money are on the line every year. The IRS has a team of auditors and legal instruments enforcing their ever-changing rules, but with Sepulveda Financial Services, you can have someone looking out for your best interests. Specializing in tax services for S Corps and partnerships, the institution offers federal and state tax filing, electronic or paper refund deposit through Republic Bank, bookkeeping, financial reporting, financial planning, audit assistance, and company formations. Don't leave your finances to chance or rely on impersonal service - trust Sepulveda Financial Services to help you navigate the complex world of taxes and financial planning. Visit their office at 125 Lockwood Avenue, Yonkers, New York 10701, United States.
Longo Financial Services
Longo Financial Services is a reputable finance institution located at 1385 Boston Post Road in Larchmont, New York, United States. With a team of experienced professionals, Longo Financial Services offers a wide range of financial services to individuals and businesses, including investment management, retirement planning, and wealth management. Whether you are looking to grow your savings or secure your financial future, Longo Financial Services is dedicated to providing personalized solutions to help you achieve your financial goals.
Goldman Financial Services
Goldman Financial Services is a reputable finance institution located at 8 Maple Street in Port Washington, New York, United States. Our experienced team of financial experts is dedicated to providing personalized financial solutions to help our clients achieve their goals. Whether you are looking to invest, plan for retirement, or manage your wealth, we are here to help. Trust Goldman Financial Services for all your financial needs.
Andrew Corrigan Financial Services
Andrew Corrigan Financial Services is a reputable finance institution located at 162-1 Sanford Avenue in New York, United States. With a strong track record of providing top-notch financial services, our team of experts is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management, we are here to assist you every step of the way. Trust Andrew Corrigan Financial Services to provide personalized solutions tailored to your specific needs.
Merrill Lynch Financial Advisor Thomas P Rosenberg
Merrill Lynch Financial Advisor Thomas P Rosenberg is a reputable financial institution located at 114 West 47th Street in New York City, United States. Specializing in finance, they offer expert advice and guidance to help clients manage and grow their wealth. With a focus on personalized service and tailored financial solutions, Merrill Lynch Financial Advisor Thomas P Rosenberg is dedicated to helping individuals and businesses achieve their financial goals.
Merrill Lynch Financial Advisor Ola Jose
Merrill Lynch Financial Advisor Ola Jose is a reputable institution located at 1325 Franklin Avenue, Garden City, New York, United States. Specializing in finance, Ola Jose is accessible, knowledgeable, and experienced, dedicated to building and maintaining strong relationships with clients. With a passion for helping individuals and families make important financial decisions, Ola Jose offers personalized wealth management strategies tailored to each client's unique goals and priorities. By providing access to the investment insights of Merrill and the banking solutions of Bank of America, Ola Jose helps clients create flexible strategies to navigate changing market conditions. Through the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, Ola Jose gains a deep understanding of each client's financial situation, goals, and preferences to develop customized plans for their future.
Merrill Lynch Financial Advisor Richard C. Davalos
Merrill Lynch Financial Advisor Richard C. Davalos is a reputable finance institution located at 1325 Franklin Avenue, Garden City, New York, United States. With over 15,000 Merrill Lynch Financial Advisors nationwide, including in all 50 states and territories, clients are guided towards achieving their desired financial goals. Specializing in asset allocation, diversification, and rebalancing, the institution emphasizes the importance of risk management in investments. While offering a broad range of brokerage, investment advisory, and financial planning services, Merrill Lynch does not provide legal, tax, or accounting advice. Clients are encouraged to consult with their own advisors before making financial decisions. Additionally, Merrill Lynch is affiliated with Bank of America Corporation, offering insurance and annuity products through Merrill Lynch Life Agency Inc. and trust and fiduciary services through Bank of America Private Bank. The institution also provides banking products through Bank of America, N.A. and affiliated banks. With various certifications and affiliations, Merrill Lynch Financial Advisor Richard C. Davalos aims to provide clients with personalized financial solutions tailored to their needs.
Merrill Lynch Financial Advisor Stacey Kitay
Merrill Lynch Financial Advisor Stacey Kitay is a dedicated professional with 30 years of experience in helping clients manage their wealth. Located at 805 Northern Boulevard, Great Neck, New York, United States, Stacey takes a comprehensive approach to financial planning, focusing on understanding each client's unique goals and needs. She offers access to the investment insights of Merrill and the banking convenience of Bank of America to address various aspects of clients' financial lives. Stacey is committed to providing excellent service and assisting clients in pursuing their financial objectives. With an MBA in health care, she is also passionate about helping people in transition navigate their financial journey. Through the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, Stacey works with clients to develop personalized plans centered on their goals and priorities. By regularly reviewing and adjusting financial approaches, Stacey ensures that clients stay on track to achieve their aspirations. As a Merrill Lynch Wealth Management Advisor, Stacey puts her clients first, offering customized investment strategies and comprehensive financial solutions tailored to their individual needs. Whether planning for retirement, education, or other life milestones, Stacey is dedicated to helping clients achieve their financial goals.
Christopher Reilly - RBC Wealth Management Financial Advisor
Christopher Reilly - RBC Wealth Management Financial Advisor is a trusted financial institution located at 1 Jericho Plaza in Jericho, New York. As a finance advisor, Christopher Reilly provides expert guidance and personalized solutions to help clients achieve their financial goals. With a focus on wealth management, retirement planning, and investment strategies, clients can rely on Christopher Reilly for comprehensive financial advice. With a commitment to excellence and a dedication to client success, Christopher Reilly - RBC Wealth Management Financial Advisor is a top choice for individuals seeking financial stability and growth.
Merrill Lynch Financial Advisor Jayne D. Finst
Merrill Lynch Financial Advisor Jayne D. Finst is a dedicated Wealth Management Advisor located at 75 Rockefeller Plaza in New York City. With over a decade of experience in the investment industry, Jayne specializes in providing personalized financial advice and services to ultra-high net worth and high net worth individuals and their families. She works closely with clients to create efficiencies within their complex financial lives, allowing them to focus on their goals and aspirations. Jayne combines a rigorous approach to investing with a commitment to providing the highest levels of service to her clients. She offers access to the resources and capabilities of Merrill Lynch Wealth Management and Bank of America, ensuring clients have a comprehensive platform to manage every aspect of their financial lives. Jayne believes in delivering highly accessible, responsive service that exceeds expectations, and she collaborates with third-party advisors to offer a fully integrated approach to wealth management.
Halliday Financial
Halliday Financial is a reputable finance institution located at 725 Glen Cove Avenue in Glen Head, New York. With a focus on providing top-notch financial services to individuals and businesses, Halliday Financial offers expert advice and personalized solutions to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, the experienced team at Halliday Financial is dedicated to helping you navigate the complexities of the financial world. Trustworthy, reliable, and committed to excellence, Halliday Financial is your partner in financial success.
La Ferla Group - Wealth Management & Financial Planners
La Ferla Group - Wealth Management & Financial Planners, located at 1050 Franklin Avenue in Garden City, New York, is a finance institution that focuses on exceeding expectations, simplifying lives, and helping clients establish lasting legacies. Their comprehensive family office services are designed to manage wealth from a 360-degree perspective, leveraging an exclusive network of experts to help clients achieve their personal and professional financial goals. As fiduciaries, La Ferla Group puts their clients first and is dedicated to providing top-notch financial planning services. Please note that assets mentioned are inclusive of acquired firms or investments and may not be considered regulatory assets under management.
Five Star Financial Group
Five Star Financial Group is a finance institution located at 2200 Northern Boulevard in Greenvale, New York, United States. Our team specializes in navigating your financial future, offering securities and investment advisory services through qualified registered representatives of MML Investors Services, LLC. We are dedicated to providing personalized financial guidance to help you achieve your goals. Contact us at (516) 686-7008 or (516) 686-7125, or visit us at our office in Suite 200, East Hills, NY. Securities and investment advisory services are offered through MML Investors Services, LLC, Member SIPC. Five Star Financial Group is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. Email us at LFerreira@FinancialGuide.com for more information.
SBS Wealth Consulting - UBS Financial Services Inc.
SBS Wealth Consulting - UBS Financial Services Inc. is a leading financial institution located at One Jericho Plaza in Jericho, New York, United States. Specializing in wealth management and financial consulting, our team of experts provides personalized solutions to help clients achieve their financial goals. With a commitment to excellence and a focus on building long-term relationships, we offer a range of services including investment management, retirement planning, and estate planning. Trust SBS Wealth Consulting - UBS Financial Services Inc. to provide you with the guidance and expertise needed to secure your financial future.
SHR Wealth Management - Osaic Wealth Affliate Firm
SHR Wealth Management - Osaic Wealth Affiliate Firm is a leading finance institution located at 1615 Northern Boulevard in Manhasset, New York, United States. With a team of experienced financial advisors, we provide personalized wealth management services to help our clients achieve their financial goals. Our comprehensive approach to financial planning ensures that each client receives tailored strategies to optimize their investments and secure their financial future. Trust SHR Wealth Management - Osaic Wealth Affiliate Firm to guide you towards financial success.
4Thought Financial Group
4Thought Financial Group, located at 6851 Jericho Turnpike, Suite 120, Syosset, New York 11791, is a finance institution dedicated to helping clients secure a meaningful financial future. Offering investment advisory services through their SEC Registered Investment Adviser, 4Thought provides educational information to assist clients in making informed financial decisions. The institution emphasizes that the information provided is for educational purposes only and should not be construed as investment or tax advice. While past performance does not guarantee future results, 4Thought Financial Group claims compliance with the Global Investment Performance Standards (GIPS®), ensuring transparency and accountability in their investment strategies. For more information on their services and performance, interested individuals can reach out via email, website, or phone.
Lebenthal Financial Services, Inc
Lebenthal Financial Services, Inc is a finance institution located in Jericho, New York, United States. With a strong reputation for providing top-notch financial services, Lebenthal offers a wide range of financial solutions to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, Lebenthal has a team of experienced professionals ready to assist you. Trust Lebenthal Financial Services, Inc to provide you with the expertise and guidance needed to secure your financial future.
RJB Financial Consultant
RJB Financial Consultant is a leading finance institution located at 145 Merritts Road in South Farmingdale, New York, United States. Our team of experienced financial advisors provides expert guidance and personalized solutions to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, tax strategies, or estate planning, we are here to help. Trust RJB Financial Consultant to provide you with the professional financial advice and support you need to secure your financial future.
Long Island Private Wealth Management - UBS Financial Services Inc.
Long Island Private Wealth Management - UBS Financial Services Inc. is a prestigious financial institution located at One Jericho Plaza in Jericho, New York. Specializing in wealth management services, they provide tailored financial solutions for affluent clients looking to grow and protect their assets. With a team of experienced financial advisors, they offer personalized investment strategies, retirement planning, estate planning, and more. Their commitment to excellence and dedication to client success sets them apart as a top choice for individuals seeking expert financial guidance.
Parness Financial Services
Parness Financial Services is a reputable finance institution located at 380 North Broadway in Jericho, New York. They offer a wide range of financial services to individuals and businesses, including investment management, retirement planning, and wealth management. With a team of experienced professionals, Parness Financial Services is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or simply manage your finances more effectively, Parness Financial Services is committed to providing personalized and comprehensive financial solutions.
Equinox Financial Partners
Equinox Financial Partners is a leading finance institution located at 1000 Woodbury Road in Woodbury, New York, United States. With a team of experienced financial experts, Equinox Financial Partners offers a wide range of financial services tailored to meet the unique needs of their clients. Whether you are looking for investment advice, wealth management, or retirement planning, Equinox Financial Partners is dedicated to helping you achieve your financial goals. Trust in their expertise and commitment to excellence for all your financial needs.
Applied Financial Group
Applied Financial Group is a leading financial institution located in Woodbury, New York. Specializing in finance, our team of experts provides comprehensive financial services to help individuals and businesses achieve their financial goals. With a focus on personalized solutions and exceptional customer service, we strive to deliver the highest level of expertise and professionalism to our clients. Whether you need assistance with investments, retirement planning, or estate planning, Applied Financial Group is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind. Visit us at 250 Crossways Park Drive to learn more about how we can help you secure your financial future.
Haystack Financial Planning
Haystack Financial Planning, located at 20 Donald Drive in Syosset, New York, offers personalized financial planning services to address your unique circumstances. With a strong educational background, professional experience, and specialized credentials, the team at Haystack FP is dedicated to helping clients achieve their financial goals. The Haystack client experience is designed to be accessible and tailored to each individual's needs. Whether you are planning for retirement, saving for a major purchase, or seeking investment advice, Haystack FP can provide the guidance and support you need to make informed decisions.
Summit Financial Services, Inc.
Summit Financial Services, Inc. is a finance institution located at 145 Pinelawn Road in Melville, New York, United States. With a focus on providing comprehensive financial solutions, Summit Financial Services, Inc. offers a wide range of services including investment management, retirement planning, and wealth management. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Visit Summit Financial Services, Inc. today to learn more about how they can help you navigate the complexities of the financial world.
Prospect Financial Services LLC
Prospect Financial Services LLC is a leading finance institution located at 445 Broadhollow Road in Melville, New York, United States. We specialize in providing a wide range of financial services to individuals and businesses, including investment management, retirement planning, and wealth management. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. With a commitment to excellence and personalized service, Prospect Financial Services LLC is your trusted partner in financial success.
1879 Advisors - Ameriprise Financial Services, LLC
1879 Advisors - Ameriprise Financial Services, LLC is a finance institution located at 1174 Veterans Memorial Highway, Hauppauge, New York, United States. Richard Kersting, who is #74 in FL on the Forbes Best-in-State Wealth Advisors list for 2024, is a part of this institution. They offer investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Clients can track their progress towards their financial goals securely from any device. The institution focuses on helping clients feel more confident, connected, and in control of their financial lives. Ameriprise financial advisors are registered to do business only in certain U.S. states. The institution provides a complimentary initial consultation to discuss financial planning concepts. Ameriprise Financial Services, LLC cannot guarantee future financial results. The institution values referrals and is dedicated to helping friends and family members achieve their financial goals.
United Financial Planning Group LLC
United Financial Planning Group LLC is a Fee-Only, Fiduciary Firm located at 350 Motor Parkway in Hauppauge, New York. Our team of experienced CERTIFIED FINANCIAL PLANNER™ professionals and CPA’s are dedicated to providing comprehensive financial planning services to help you achieve your retirement goals. Whether you are just starting to think about retirement planning or are getting closer to retirement, we can help you create a solid retirement strategy to protect your assets and ensure financial success. Contact us today to schedule a consultation and start planning for a secure financial future.
Revolution Financial Management NY
Revolution Financial Management NY is a leading finance institution located at 1300 Veterans Memorial Highway in Hauppauge, New York. Our team of expert financial advisors is dedicated to helping individuals and businesses achieve their financial goals through personalized planning and strategic investment management. With a focus on transparency, trust, and innovation, we strive to revolutionize the way our clients approach financial management. Contact us today to learn more about how we can help you secure a brighter financial future.
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