TOP 30 Fund transfers in New York, New York

965 results found

Merrill Lynch Financial Advisor Walter C Szturma is a finance institution located at 1325 Franklin Avenue, Garden City, New York, United States. Walter has been with Merrill since 1978, bringing with him a wealth of experience from his time at the New York Stock Exchange. His disciplined and creative approach to financial advising has helped him build successful relationships with families and businesses. With a background in music and entrepreneurship, Walter offers personalized recommendations that prioritize the needs and goals of his clients. He leverages the resources at Merrill Lynch Wealth Management to provide a wide range of investment options and services tailored to each client's lifestyle and objectives. As a dedicated Rotarian and community leader, Walter has a strong commitment to giving back and has served on numerous non-profit boards. He has also mentored students and lectured at various educational institutions. Walter's academic achievements have been recognized by international honor societies, and he continues to stay active in the economic community as a participating voting member of the American Economic Association.

James J Zabatta - Ameriprise Financial Services, LLC is a finance institution located at 401 Franklin Avenue, Garden City, New York, United States. The institution offers a range of certifications and designations to its professionals to ensure they are equipped with the knowledge and expertise needed to address the diverse financial needs of their clients. These certifications include AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover a wide range of topics including asset management, estate planning, retirement planning, investment strategies, and more. The professionals at James J Zabatta - Ameriprise Financial Services, LLC are dedicated to providing expert financial advice and guidance to help clients achieve their financial goals.

Gregory Mosick, CFP is a finance institution located at 1000 Woodbury Road in Woodbury, New York, United States. Specializing in financial planning and wealth management, Gregory Mosick, CFP offers expert advice and personalized strategies to help clients achieve their financial goals. With a Certified Financial Planner designation, Gregory Mosick is dedicated to providing top-notch service and guidance to individuals and families looking to secure their financial future. Whether you are planning for retirement, saving for college, or investing for the future, Gregory Mosick, CFP is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.

Merrill Lynch Financial Advisor Alicia L Ruberti, located at 1305 Walt Whitman Road in Melville, New York, is a trusted finance institution dedicated to helping clients prioritize and pursue their financial goals. With over a decade of experience in the financial services industry, Alicia Ruberti joined Merrill Lynch Wealth Management in 2010 and is committed to providing personalized financial strategies tailored to each client's needs. As a graduate of Adelphi University and a Long Island resident since 2003, Alicia combines the investment insights of Merrill with the banking convenience of Bank of America to offer guidance in investments, retirement planning, insurance, education funding, wealth transfer strategies, and banking services. With a focus on goals-based wealth management, Alicia works to provide exceptional care and service for her clients.

Merrill Lynch Financial Advisor Aaron K Donato is a finance institution located at 1305 Walt Whitman Road, Melville, New York, United States. They prioritize starting every relationship with a conversation to identify and prioritize your financial goals. Whether you are looking to transfer wealth to the next generation, customize your financial approach to pursue your passions, or receive advice on staying informed, they are dedicated to listening and learning more about you and your family. Using research in behavioral finance, Merrill has developed an Investment Personality Assessment to understand your investing preferences and help tailor a financial approach that aligns with your goals. They believe in helping you make investment decisions that can lead to achieving personally meaningful objectives, whether it's planning for retirement, purchasing a home, funding education, or passing on wealth to future generations.

Wells Fargo Advisors is a leading financial institution located at 68 South Service Road in Melville, New York. As a trusted name in the finance industry, Wells Fargo Advisors offers a wide range of services including investment planning, wealth management, retirement planning, and more. With a team of experienced financial advisors, Wells Fargo Advisors is dedicated to helping clients achieve their financial goals and secure their financial future. Visit us today to learn more about how we can help you reach your financial goals.

BNY Services is a reputable institution located at 237 Main Street in Buffalo, New York, United States. We are dedicated to providing top-notch services to our clients, including financial management, investment advice, and wealth planning. Our team of experienced professionals are committed to helping individuals and businesses achieve their financial goals and secure their future. With a focus on personalized service and tailored solutions, BNY Services is the go-to institution for all your financial needs.

Joseph Feeney is a prestigious finance institution located at 2000 Monroe Avenue in Rochester, New York, United States. With a strong reputation for excellence and expertise in financial services, Joseph Feeney is dedicated to providing top-notch financial solutions to its clients. Whether you are looking for investment advice, wealth management, or financial planning, Joseph Feeney has a team of experienced professionals ready to assist you in achieving your financial goals. Trust in Joseph Feeney for all your finance needs.

Daniel Hayes is a Financial Advisor at Ameriprise Financial Services, LLC located at 90 Linden Oaks in Rochester, New York, United States. Daniel Hayes holds several prestigious certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor®. These certifications demonstrate Daniel Hayes' expertise in various areas of finance including asset management, retirement planning, estate planning, investment strategies, and insurance products. Daniel Hayes is committed to providing clients with comprehensive and personalized financial advice to help them achieve their financial goals.

Douglas Kelly - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 1205 Troy-Schenectady Road, Latham, New York, United States. They offer a range of certifications and designations including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor®. These certifications cover various aspects of financial planning, asset management, estate planning, retirement planning, and more. The advisors at Douglas Kelly - Financial Advisor, Ameriprise Financial Services, LLC are dedicated to providing expert advice and guidance to individuals, retirees, small business owners, and high net worth clients.

Ryan Dudzic is a Financial Advisor at Ameriprise Financial Services, LLC, located at 80 Wolf Road, Albany, New York, United States. Ryan holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. With expertise in asset management, estate planning, retirement planning, and investment strategies, Ryan provides comprehensive financial advice to individuals, retirees, small business owners, and high net worth clients. Accredited and experienced, Ryan Dudzic is dedicated to helping clients make informed financial decisions and achieve their financial goals.

Ryan P Lambert is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 1205 Troy-Schenectady Road, Latham, New York, United States. Specializing in finance, Ryan P Lambert holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. With a focus on providing expert financial advice and planning services, Ryan P Lambert is dedicated to helping individuals navigate complex financial situations and achieve their wealth management goals.

Merrill Lynch Financial Advisor Jonathan H Tellstone is a reputable finance institution located at 26 Century Hill Drive, Latham, New York, United States. The institution is proud of its advisors who have received recognition from financial industry publications and Bank of America Corporation for their exemplary client service. The team, supported by the global resources of Merrill, is dedicated to building strong client relationships based on trust and personalized service. The Senior Resident Director - Wealth Management Advisor focuses on understanding your goals and priorities, helping you pursue what matters most to you. By utilizing the Investment Personality Assessment, the team can customize a financial approach tailored to your preferences and goals. The Merrill Personal Wealth Analysis™ helps in building a personalized plan centered on your aspirations. The institution believes in staying connected with you to discuss changes in your life and financial approach, ensuring you stay on track to achieve your goals. With a focus on understanding you and what matters most, Merrill Lynch Wealth Management Advisors provide personalized investment strategies and comprehensive financial solutions to help you pursue your goals. Whether it's retirement planning, education funding, or wealth transfer, the team is committed to helping you achieve financial success.

Annyeong Consulting Inc. is a finance institution located at 1861 Victory Boulevard, New York, United States. Welcome to Annyeong Consulting Inc, where we proudly celebrate a decade of excellence in providing unparalleled personal and professional financial solutions. Established in 2017, our journey has been defined by growth and the cultivation of a team comprising experienced Enrolled Agents (EA's) and dedicated support. At Annyeong Consulting Inc., we are committed to helping our clients achieve their financial goals with expert advice and personalized services.

ERTC Experts is a leading finance institution located at 1601 Penfield Road in Rochester, New York, United States. Our team of expert financial advisors provides personalized financial solutions to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or wealth management, our experienced professionals are here to help. Contact ERTC Experts today to schedule a consultation and take the first step towards securing your financial future.

Mohawk Global, located at 4455 Genesee Street in Buffalo, New York, is a finance institution that is dedicated to serving the needs of its clients. As a part of the Mediterranean Shipping Company S.A. (MSC) India network, Mohawk Global offers a wide range of financial services to individuals and businesses in the United States. Additionally, Mohawk Global is committed to giving back to the community through their Mohawk Global Giveback (MGG) program, which focuses on sustainable initiatives to support local neighborhoods. Stay informed on the latest news and updates in the logistics industry by connecting with Mohawk Global."

Remesas Gigantes is a reputable travel agency located at 1130 Suffolk Avenue in Brentwood, New York, United States. Specializing in remittances and money transfer services, this institution provides a safe and efficient way for individuals to send and receive money internationally. With a commitment to excellent customer service and competitive rates, Remesas Gigantes is a trusted choice for those looking to send funds to loved ones abroad. Visit their office today to experience their reliable and convenient services.

Western Union is a well-known financial institution located at 6124 North Main Street in Sandy Creek, New York, United States. As a leading provider of money transfer services, Western Union offers a convenient and reliable way for individuals to send and receive funds both domestically and internationally. With a strong global presence and a commitment to customer service, Western Union is trusted by millions of customers around the world for their financial needs. Whether you need to send money to a loved one or pay a bill, Western Union is a secure and efficient choice for all your financial transactions.

Western Union is a renowned financial institution located at 4913 Jefferson Street in Pulaski, New York, United States. Known for its reliable and efficient money transfer services, Western Union has been a trusted name in the finance industry for years. Whether you need to send money to a loved one overseas or receive funds quickly and securely, Western Union offers a convenient and secure way to handle your financial transactions. With a commitment to customer satisfaction and a global network of agents, Western Union is a top choice for individuals and businesses alike.

Western Union is a well-known financial institution located at 109 State Route 3 in Harrisville, New York, United States. As a leading provider of money transfer services, Western Union offers a secure and convenient way to send and receive funds both domestically and internationally. With a reputation for reliability and efficiency, customers can trust Western Union to handle their financial transactions with care and professionalism. Whether you need to send money to a loved one or pay a bill, Western Union is a trusted choice for all your financial needs.

Western Union is a renowned financial institution located at 700 West End Avenue in Carthage, New York, United States. With a global presence, Western Union offers a wide range of financial services including money transfers, bill payments, and money orders. Customers can rely on Western Union for secure and efficient transactions, making it a trusted choice for individuals and businesses alike. Visit Western Union at their Carthage location for all your financial needs.

Western Union is a renowned financial institution located in Mexico, New York, United States. With a long history of providing reliable and efficient money transfer services, Western Union is a trusted name in the finance industry. Whether you need to send money to a loved one overseas or receive funds quickly and securely, Western Union offers a range of convenient options to meet your financial needs. With a global network of locations and a commitment to customer satisfaction, Western Union is the go-to choice for individuals and businesses alike.

Western Union is a renowned financial institution located at 7754 New York 104 in Oswego, New York, United States. As a leader in the finance industry, Western Union offers a wide range of services including money transfers, bill payments, and money orders. With a strong reputation for reliability and security, Western Union is a trusted choice for individuals and businesses alike looking to send or receive funds quickly and efficiently. Visit Western Union today for all your financial needs.

Western Union is a renowned financial institution located at 952 Cayuga Street in Hannibal, New York, United States. As a leading provider of money transfer services, Western Union offers a secure and convenient way to send and receive funds both domestically and internationally. With a global network of agents and locations, customers can rely on Western Union for fast and reliable financial transactions. Whether you need to send money to a loved one or make a payment, Western Union is a trusted choice for all your financial needs.

Western Union is a renowned financial institution located at 98 South Avenue in Hilton, New York, United States. With a long-standing reputation for secure and reliable money transfer services, Western Union offers a convenient way for individuals to send and receive funds both domestically and internationally. Whether you need to pay bills, send money to loved ones, or make a business transaction, Western Union provides a trusted platform for all your financial needs. Visit us today to experience our efficient and customer-friendly services.

Western Union is a renowned financial institution located in Fort Drum, New York, United States. Specializing in money transfer services, Western Union offers a convenient and reliable way for individuals to send and receive funds locally and internationally. With a global network of over 500,000 agent locations, customers can trust Western Union to securely handle their financial transactions with ease. Whether you need to pay bills, send money to loved ones, or receive funds in times of need, Western Union is a trusted name in the world of finance.

Western Union is a renowned financial institution located at 3906 New York 104, Williamson, New York, United States. Specializing in money transfer services, Western Union offers a convenient and reliable way to send and receive funds domestically and internationally. With a global network of agents and locations, customers can easily access their services to meet their financial needs. Trusted for its secure transactions and swift delivery, Western Union is a preferred choice for individuals and businesses looking for efficient money transfer solutions.

Western Union is a renowned financial institution located at 3391 Main Street in Mexico, New York, United States. With a long history of providing reliable money transfer services, Western Union is a trusted name in the world of finance. Whether you need to send money to a loved one overseas or receive funds from abroad, Western Union offers convenient and secure options to suit your needs. Their knowledgeable staff is dedicated to providing exceptional customer service, making your financial transactions quick and hassle-free. Visit Western Union at their Main Street location today to experience the convenience and reliability they are known for.

Western Union is a renowned financial institution located in Madrid, New York, United States. As a leading provider of money transfer services, Western Union offers a convenient and reliable way for individuals to send and receive funds both domestically and internationally. With a wide network of agents and locations worldwide, customers can easily access Western Union's services to meet their financial needs. Whether it's sending money to family members, paying bills, or making online transactions, Western Union provides a secure and efficient platform for managing financial transactions. With a strong reputation for trust and reliability, Western Union is a trusted partner for individuals seeking safe and efficient money transfer services.

Western Union is a renowned financial institution located in Wilson, New York, United States. With a long history of providing reliable and efficient money transfer services, Western Union is a trusted name in the finance industry. Whether you need to send money to a loved one overseas or receive funds from abroad, Western Union offers convenient and secure options to meet your financial needs. With a global network of agents and locations, Western Union ensures that your money reaches its destination quickly and safely. Experience the convenience and peace of mind that comes with using Western Union for all your financial transactions.