TOP 30 Generational family wealth in New City, New York

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Morgan Stanley Financial Advisors is a prestigious finance institution located at 340 Broadway in Saratoga Springs, New York, United States. Our team of experienced financial advisors are dedicated to helping clients achieve their financial goals through personalized investment strategies and wealth management services. With a reputation for excellence and a commitment to client satisfaction, Morgan Stanley Financial Advisors is a trusted partner in navigating the complex world of finance. Whether you are planning for retirement, saving for education, or growing your wealth, our advisors are here to provide expert guidance every step of the way. Contact us today to schedule a consultation and take the first step towards a secure financial future.

Merrill Lynch Financial Advisor Christopher A Moore, located at 1241 Pittsford Victor Road in Pittsford, New York, is dedicated to helping you manage your wealth by providing personalized wealth management strategies. With access to the investment insights of Merrill and the banking solutions of Bank of America, Christopher Moore can help you create a flexible financial strategy tailored to your individual goals and priorities. By participating in the community and volunteering with local organizations, Christopher Moore values building relationships and understanding what matters most to you and your family. Through the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, Christopher Moore can help you develop a personalized plan that aligns with your aspirations and financial objectives. Whether you are planning for retirement, saving for a major purchase, or looking to pass on your wealth to future generations, Christopher Moore is committed to helping you achieve your financial goals. With a focus on staying informed and adapting to changes in your life and the financial markets, Christopher Moore will work with you to monitor your progress and make adjustments to your financial approach as needed. By prioritizing your goals and providing tailored investment strategies, Christopher Moore aims to help you turn your financial aspirations into reality. Contact Christopher Moore to learn more about how he can assist you in reaching your financial objectives.

The Randy Schuster Coordinated Plan is a finance institution located at 1080 Pittsford Victor Road in Pittsford, New York. Specializing in financial planning and coordination, our team of experts work closely with clients to create personalized strategies for managing their wealth and achieving their financial goals. Whether you are looking to invest, save for retirement, or plan for your children's education, our experienced professionals are here to help you every step of the way. Visit us today to learn more about how we can help you secure your financial future.

UBS Financial Services Inc. is a finance institution located at 215 Washington Street, Watertown, New York, United States. At UBS, we believe in optimizing tech exposure, seeking durable income, and diversifying across asset classes, regions, and sectors. We are committed to understanding what wealth means for each individual, offering finely crafted financial advice tailored to your specific needs. Our expertise and heritage allow us to turn your financial vision into a reality, helping you stay ahead of the curve with our current thinking and market insights. Whether you're pursuing your financial goals today, tomorrow, or for future generations, we can create a wealth strategy that supports you at every stage of life. For prominent individuals and families, we offer access to experts, insights, and thought leaders within our firm and around the world. Our services include investment advisory and brokerage services, providing a comprehensive approach to wealth management. Join us for our virtual events, webinars, and weekly video series to stay informed on the latest market trends and investment opportunities. Let us help you pursue what's important to you and your financial future.

Suleiman S Dayeh - Wilmington Advisors @ M&T is a finance institution located at 500 East Genesee Street in Fayetteville, New York, United States. Specializing in financial advisory services, they provide expert guidance and support to help clients with their investment and wealth management needs. With a team of experienced professionals, they offer personalized solutions tailored to each individual's financial goals and objectives. Whether you are looking to plan for retirement, manage your assets, or grow your wealth, Suleiman S Dayeh - Wilmington Advisors @ M&T is dedicated to helping you achieve financial success.

Daniel Figueiredo is an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 7672 Oswego Road in New York, United States. As a finance institution, we prioritize what is most important to you, whether it be retirement planning, education savings, or other financial goals. We provide personalized investment recommendations based on your individual goals and risk tolerance, and we regularly review and update your portfolio as needed. You can easily access your investments and track your progress towards your goals from any device. If you have questions or would like to schedule a complimentary initial consultation, please get in touch. Daniel Figueiredo may only conduct securities business with residents of certain states, so please refer to FINRA's BrokerCheck website for more information. We strive to help you achieve your financial goals and appreciate any referrals to friends or family members who may benefit from our services. Thank you for considering Ameriprise Financial Services, LLC for your financial needs.

John N. Kalil, Jr. - Retirement Solutions, LLC is a financial institution located at 2 Campion Road in New Hartford, New York, United States. Specializing in retirement planning and financial solutions, our team of experts is dedicated to helping individuals and families achieve their financial goals for the future. With a focus on personalized service and tailored strategies, we provide comprehensive retirement planning services to ensure our clients can enjoy a secure and comfortable retirement. Contact us today to schedule a consultation and start planning for your financial future with John N. Kalil, Jr. - Retirement Solutions, LLC.

Merrill Lynch Financial Advisor Martin A Zaklikowski, located at 580 Main Street in Buffalo, New York, offers personalized financial services supported by the global resources of Merrill. The team is dedicated to building strong client relationships based on trust and customized service. Your financial advisor will focus on your family, goals, and priorities, adapting as they evolve over time. By starting with a conversation to identify and prioritize your goals, the team can help you make investment decisions that align with your values and aspirations. Through the Investment Personality Assessment, they gain a deeper understanding of your investing preferences to tailor a financial approach that suits you. With access to investment insights and banking solutions, the team will work with you to develop a plan that addresses your financial needs and goals. Regular check-ins and adjustments ensure that your approach stays aligned with your changing life circumstances. The team at Merrill Lynch Wealth Management Advisors is committed to helping you achieve your financial goals through a personalized and comprehensive investment strategy.

Edward Jones - Financial Advisor: Michael Boss is a reputable finance institution located at 738 Cayuga Street in Lewiston, New York, United States. With a focus on providing personalized financial services and advice, Michael Boss is dedicated to helping individuals and families achieve their financial goals. Whether you are planning for retirement, saving for education, or investing for the future, Michael Boss can offer expert guidance and support. With a commitment to integrity and professionalism, Edward Jones - Financial Advisor: Michael Boss is a trusted partner in helping clients secure their financial future.

Chiavetta is a reputable finance institution located at 1273 Brant North Collins Road in Brant, New York, United States. With a strong focus on providing top-notch financial services to its clients, Chiavetta is known for its expertise in investment management, financial planning, and wealth management. The institution prides itself on its commitment to excellence and customer satisfaction, making it a trusted partner for individuals and businesses looking to secure their financial future.

Saperston Asset Management is a leading finance institution located at 172 Lake Street in Hamburg, New York, United States. With a strong reputation for providing expert financial advice and investment management services, Saperston Asset Management is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial markets, our experienced team is here to provide personalized solutions tailored to your unique needs. Trust Saperston Asset Management to guide you towards a secure financial future.

The Reinhold Group - UBS Financial Services Inc. is a leading finance institution located at 250 Delaware Avenue in Buffalo, New York, United States. Specializing in a wide range of financial services, including investment planning, wealth management, and retirement planning, The Reinhold Group offers personalized solutions to help clients achieve their financial goals. With a team of experienced professionals and a commitment to excellence, this institution is dedicated to providing top-notch financial advice and guidance to individuals and businesses alike.

The DeLuke Tamasy Group at Morgan Stanley is a finance institution located at 50 Fountain Plaza in Buffalo, New York. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies and wealth management services. With a focus on building long-term relationships based on trust and integrity, we strive to provide comprehensive financial solutions tailored to each client's unique needs. Contact us today to learn more about how we can help you secure your financial future.

Merrill Lynch Financial Advisor Bryan Richard Mackey is a finance institution located at 50 Fountain Plaza, Buffalo, New York, United States. Our team is dedicated to building strong client relationships based on trust and personalized service. We focus on your family, goals, and priorities, adapting to changes over time. Through conversations, we identify and prioritize your goals, whether it's transferring wealth, pursuing passions, or planning for the future. With the support of Merrill's global resources, we offer personalized financial approaches tailored to your needs. Our mission is to understand you, your goals, and what matters most to you, helping you design and implement a personalized plan to achieve financial success. We offer the Merrill Personal Wealth Analysis™ to build a personalized plan centered on your goals. As your life and goals change, we update your financial approach to reflect these changes. Let us work together to help you achieve your financial goals and live your best financial life.

James N. Schmigel - Wilmington Advisors @ M&T is a finance institution located at 1024 Union Road in West Seneca, New York, United States. Our team of experienced advisors provides personalized financial services to help clients achieve their goals and secure their financial future. With a strong focus on customer service and a commitment to excellence, we offer a wide range of financial solutions tailored to meet the unique needs of each individual or business. Whether you are looking to plan for retirement, save for your children's education, or grow your wealth, we are here to help you every step of the way. Contact us today to schedule a consultation and start building a brighter financial future.

Bank of America Private Client Advisor Breauna O. Crumpler, located at 10 Fountain Plaza in Buffalo, New York, is a Vice President and Private Client Advisor II at Bank of America Private Bank. With a focus on wealth management, Breauna works closely with clients to address a range of financial needs, leading a team of specialists to implement tailored strategies in investment management, trust and estate planning, lending, and philanthropy. She is dedicated to helping families and business owners achieve their financial goals and is actively involved in community initiatives. Breauna holds a B.S. in sociology and an MBA, and is a member of the National Black MBA Association. Bank of America Private Bank has a history of helping clients manage significant wealth for over 200 years, offering personalized approaches and resources to achieve financial objectives. With a commitment to innovation and client priorities, the institution provides disciplined financial strategies and continuity across generations. It is important to note that Bank of America Private Bank does not provide legal, tax, or accounting advice, and clients should consult their advisors before making financial decisions. Investing involves risk, and past performance does not guarantee future results. For more information and privacy practices, clients can review the Bank of America Online Privacy Notice and FAQs.

Moors & Cabot is a reputable finance institution located at 744 Davison Road in Lockport, New York. With a history of providing top-notch financial services to clients, Moors & Cabot offers a wide range of investment solutions and wealth management services. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking for investment advice, retirement planning, or asset management, Moors & Cabot is committed to providing personalized solutions tailored to your individual needs. Visit their office in Lockport today to learn more about how they can help you reach your financial goals.

Merrill Lynch Financial Advisor Dante Battaglia, located at 6245 Sheridan Drive, Suite 300 in Williamsville, New York, offers personalized financial insights, observations, and ideas to help clients pursue their financial goals. Dante Battaglia and his team are dedicated to helping clients achieve what matters most to them and their families by creating flexible wealth management strategies tailored to individual needs. With access to the investment insights of Merrill and the banking solutions of Bank of America, clients can benefit from a comprehensive approach to managing their wealth. Dante Battaglia believes in building strong client relationships based on trust and personalized service, and is committed to participating in the communities he serves. Through the Merrill Personal Wealth Analysis™ process, clients can work with Dante Battaglia to develop a personalized financial plan centered on their goals and priorities. By getting to know clients personally and understanding their investing preferences, Dante Battaglia can help them pursue what matters most and achieve their financial aspirations. With a focus on ongoing communication and adjustments to financial approaches as life and goals change, Dante Battaglia and his team are dedicated to helping clients stay on track to achieve their financial objectives. Whether clients are planning for retirement, saving for a major purchase, or preparing to pass wealth to future generations, Dante Battaglia can provide guidance and support to help them navigate the complexities of their financial lives. With a commitment to putting clients first and providing personalized investment strategies, Dante Battaglia and his team at Merrill Lynch Wealth Management are dedicated to helping clients live their best financial lives.

Postresch Tallon Group is a finance institution located at 8331 Lewiston Road in Batavia, 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, retirement planning, or assistance with managing your assets, we are here to help. Trust Postresch Tallon Group to guide you towards financial success and stability.

Merrill Lynch Financial Advisor Calvin J. Klemmer is a finance institution located at 21 Masse Place in Batavia, New York, United States. The institution is part of the Riter, Grammatico, Reich, White, Tufts & Associates team, which was founded to provide top-notch client experience and goals-based planning and investment services to individual, non-profit, and corporate clients. With over 140 years of combined experience, the team brings a wealth of knowledge to serve clients in 34 different states and 7 countries. They strive to deliver the best of both worlds - the resources of a world-class organization like Merrill Lynch, with the personal touch associated with small town values. The team at Merrill Lynch Financial Advisor Calvin J. Klemmer is dedicated to helping clients pursue better financial outcomes and offers fiduciary advisory services to assist with retirement planning and investment advice. They work tirelessly to provide a strong, healthy, and compliant program that engages employees and simplifies the process for clients. The team believes in developing a personalized financial approach tailored to each client's goals and aspirations, whether it's planning for retirement, saving for education, or passing on wealth to future generations.

Future Financial Group is a leading finance institution located in Nunda, New York, United States. Our team of experienced financial professionals are dedicated to helping clients achieve their financial goals and secure their future. We offer a wide range of financial services including investment planning, retirement planning, wealth management, and more. At Future Financial Group, we prioritize our clients' needs and work tirelessly to provide personalized solutions that meet their unique financial objectives. Trust us to guide you towards a brighter financial future.

Edward Jones - Financial Advisor: Jim Sandlas is a reputable financial institution located at 121 Sully's Trail in Pittsford, New York, United States. Specializing in finance, this institution offers expert financial advice and guidance to individuals looking to secure their financial future. With the help of experienced financial advisor Jim Sandlas, clients can expect personalized financial planning services tailored to their specific needs and goals. Whether you are looking to invest, save for retirement, or plan for your children's education, Edward Jones - Financial Advisor: Jim Sandlas is committed to helping you achieve financial success.

Paul Byron Hill CFP is a reputable finance institution located at 1159 Pittsford Victor Road in Pittsford, New York, United States. Our team of experienced professionals specialize in providing comprehensive financial planning services to help individuals and families achieve their financial goals. Whether you are looking to invest, plan for retirement, or save for the future, our certified financial planners are here to guide you every step of the way. Trust Paul Byron Hill CFP to provide personalized solutions tailored to your unique financial needs.

Wilmington Trust, located at 180 South Clinton Avenue in Rochester, New York, is a leading financial institution offering wealth and institutional services for M&T Bank. With a strong track record of success and a team of experienced professionals, Wilmington Trust has been instrumental in helping families and businesses achieve their financial goals for generations. Whether you are looking for wealth management services or institutional solutions, Wilmington Trust is dedicated to providing you with expert guidance and support. Plan your visit to our Rochester office today and experience the difference that our forward-thinking approach can make for your financial future.

Edward Jones - Financial Advisor: Peter A LeRose is a trusted finance institution located at 243 Main Street in the charming town of New Paltz, New York. As a dedicated financial advisor, Peter A LeRose provides personalized investment strategies and expert guidance to help clients achieve their financial goals. With a commitment to integrity and professionalism, Edward Jones offers a wide range of financial services including retirement planning, wealth management, and investment advice. Whether you are planning for the future or looking to grow your wealth, Edward Jones - Financial Advisor: Peter A LeRose is here to provide the support and expertise you need.

Merrill Lynch Financial Advisor Mark S Burlingame is a finance institution located at 2649 South Road, Poughkeepsie, New York, United States. They understand the importance of your life priorities and work with you to create a personalized financial plan tailored to your family, goals, and aspirations. The institution believes in listening to your needs and goals, whether it's planning for retirement, saving for a home, or funding education. Through the Investment Personality Assessment, they can customize a financial approach to help you pursue what matters most to you. The team at Merrill is dedicated to building strong client relationships based on trust and personalized service, using global resources to provide tailored solutions. They offer the Merrill Personal Wealth Analysis™ to help document a personalized plan focused on your goals. By checking in regularly and adjusting your financial approach as needed, they aim to help you achieve what's most important to you. With a focus on personalized service and comprehensive financial solutions, Merrill Lynch Financial Advisor Mark S Burlingame is committed to helping you reach your financial goals.

Rocco J. Lafaro is a reputable finance institution located at 26 Paxton Avenue in Bronxville, New York, United States. With a focus on providing top-notch financial services, Rocco J. Lafaro is known for its expertise in investment management, financial planning, and wealth management. Clients can rely on the institution's experienced team of professionals to help them achieve their financial goals and secure their financial future. Visit Rocco J. Lafaro today for personalized financial solutions tailored to your needs.

Hyer, Douglas- Financial Planner is a reputable finance institution located at 233 East Shore Road in Great Neck, New York, United States. Specializing in financial planning services, the institution offers expert advice and guidance to help individuals and businesses achieve their financial goals. With a dedicated team of professionals, Hyer, Douglas- Financial Planner is committed to providing personalized solutions tailored to each client's unique needs. Whether you are looking to invest, save for retirement, or plan for the future, you can trust Hyer, Douglas- Financial Planner to provide comprehensive financial services that will help you secure a stable financial future.

Merrill Lynch Financial Advisor Camillo D'Angelo, located at 805 Northern Boulevard, Great Neck, New York, offers personalized wealth management strategies tailored to your financial goals. With access to investment insights from Merrill and banking solutions from Bank of America, Camillo D'Angelo can help you navigate the ever-changing market conditions and create a flexible financial strategy. As a part of the Merrill tradition of community involvement, Camillo volunteers with local organizations to give back to the community. By utilizing the Merrill Personal Wealth Analysis, a personalized plan can be developed centered on your aspirations and focused on achieving your desired outcomes. With a focus on understanding your priorities, family, and goals, Camillo D'Angelo works to create a financial approach that reflects your unique needs and situation. By utilizing the Investment Personality Assessment and ongoing conversations, Camillo can help you make informed investment decisions and adjust your financial approach as your life evolves. The goal is to help you manage, grow, and preserve your wealth while pursuing your financial objectives.

Lynch Financial Advisor Loren F. Ward is located at 360 Hamilton Avenue, White Plains, New York, United States. The Werbitt Cicale Ward Group is a team of experienced financial advisors who specialize in servicing wealthy individuals, businesses, and families. They offer a personalized, goal-driven approach to financial planning that is tailored to each client's risk profile and aspirations. The team believes in simplifying the complexities of wealth management through education and communication, ensuring that clients' goals and values are preserved for generations to come. With a broad range of financial experience spanning many market cycles, the team at Merrill Lynch Financial Advisor Loren F. Ward is dedicated to providing clients with a balanced financial planning approach. They believe in carefully managing wealth to help clients achieve outcomes that are personally meaningful to them.