TOP 30 Generational family wealth in New City, New York

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Rocio Roca - State Farm Insurance Agent is a dedicated insurance agency located at 16 West 1st Street, Mount Vernon, New York, United States. The agency is led by Rocio Roca, who brings a strong work ethic and entrepreneurial spirit to her business. With 23 years of experience on Wall Street, Rocio is committed to providing remarkable service to her clients. She aims to empower underrepresented communities to strive for a better quality of life and create generational wealth. The agency offers a range of insurance services, including auto, home, health, and life insurance. Clients can also receive assistance with financial needs analysis and guidance on major life transitions. The team at Rocio Roca - State Farm Insurance Agent includes licensed professionals who are fluent in Spanish and dedicated to serving the community.

Merrill Lynch Financial Advisor Shilin Yin, located at 26 Century Hill Drive in Latham, New York, offers a wide range of investment solutions and banking products from Bank of America. Shilin Yin, a Certified Financial Planner (CFP®), focuses on building a comprehensive wealth management strategy tailored to each client's needs and goals. With a background in financial planning and investment management, Shilin provides personalized advice and guidance to help clients achieve their financial objectives. As a Merrill advisor, Shilin works closely with clients to understand their values and priorities, offering insights on market trends and global economy to help them make informed decisions. Shilin is supported by a team of specialists in investments, estate planning, wealth transfer, philanthropy, and lending, ensuring a holistic approach to managing wealth. Whether it's planning for retirement, managing investments, or transferring wealth to the next generation, Shilin is dedicated to helping clients navigate their financial journey with confidence. With access to the resources and expertise of Merrill Lynch and Bank of America, Shilin provides clients with the tools and insights they need to pursue their financial goals and build a secure future for themselves and their families.

Merrill Lynch Financial Advisor Becky M Sciortino is a trusted institution located at 26 Century Hill Drive in Latham, New York, United States. With over 20 years of experience, Becky focuses on the wealth and health of her clients, viewing them as individuals with unique situations and aspirations rather than just portfolios. She assists a diverse range of clients, including successful business owners, corporate executives, retired individuals, and families. Becky's personal experiences have shaped her approach to financial planning, as she understands the importance of helping clients achieve their life dreams and navigate challenges such as illness, divorce, or job loss. Becky's expertise lies in retirement planning, income generation, wealth preservation, and growth strategies. She educates clients on important topics such as health, saving vs. spending, Social Security, and insurance. By coordinating with clients' CPAs and attorneys, Becky ensures that tax minimization and estate planning strategies are aligned. She also offers access to Bank of America for lending and banking services.

Merrill Lynch Financial Advisor Jordyn Beesmer is a finance institution located at 69 State Street, Albany, New York, United States. Managing your wealth starts with a comprehensive understanding of your financial situation. With a focus on what matters most to you, Jordyn Beesmer can assist in creating a flexible strategy tailored to today's market conditions, providing access to investment insights from Merrill and banking solutions from Bank of America. Personalized wealth management strategies can help you pursue your financial goals effectively. Jordyn Beesmer follows the Merrill tradition of community involvement, volunteering with local organizations to give back. The Merrill Personal Wealth Analysis™ can help build a personalized plan centered around your goals. Backed by global resources, Jordyn Beesmer's team is dedicated to establishing strong client relationships based on trust and personalized service.

Bank of America Private Client Advisor John G. Stewart, located at 69 State Street, Albany, New York, is a finance institution dedicated to serving the financial needs of high net worth individuals, families, not-for profit institutions, and businesses. With over 30 years of experience, John provides strategic guidance on investment management, lending, trusts, estate planning, and philanthropic objectives. Leading a team of specialists, John utilizes the resources of Bank of America to provide comprehensive strategies tailored to each client's needs. John holds a Bachelor of Science in Business Management and is a Certified Financial Planner™ with expertise in exit planning for business owners. Active in the community, John has served on advisory boards for various organizations and has been involved in youth programs. The team at Bank of America Private Bank is committed to building strong client relationships based on trust, personal experience, and a tailored approach to wealth management.

Merrill Lynch Financial Advisor Shane J. Mahieu is a trusted professional located at 26 Century Hill Drive in Latham, New York, United States. With over 25 years of experience in the financial services industry, Shane is known for his methodical and disciplined approach in working with individuals, families, and organizations. He takes the time to understand his clients' unique goals and objectives, creating personalized financial plans tailored to their specific needs. Shane holds the designation of Accredited Asset Management Specialist from the College for Financial Planning, showcasing his expertise in managing assets effectively. He is also deeply involved in community service, volunteering as a firefighter and serving on various boards and councils.

financial guidance tailored to your unique goals and priorities. With access to the global resources of Merrill Lynch, you can trust that your advisor, Michael J. O'Toole III, is committed to helping you achieve financial success. Whether you're planning for retirement, saving for a major purchase, or looking to pass on wealth to future generations, the O'Toole Group is here to provide expert advice and personalized strategies. Located in New York, United States, Merrill Lynch Financial Advisor Michael J. O'Toole III is a trusted partner for individuals and organizations seeking comprehensive financial planning and investment management services. Contact us today to start the conversation about how we can help you reach your financial goals.

Merrill Lynch Financial Advisor Daniel S Sullivan is a prestigious finance institution located at 26 Century Hill Drive, Latham, New York, United States. The institution is known for its exceptional client service and has been recognized by Forbes for its outstanding wealth management teams and next-generation wealth advisors. The team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service. They believe in understanding each client's goals and priorities to create a financial approach tailored to their needs. With access to the global resources of Merrill and banking solutions from Bank of America, the team helps clients manage, grow, and preserve their wealth. By utilizing tools like the Investment Personality Assessment and the Merrill Personal Wealth Analysis™, they can develop personalized plans centered on each client's goals. The advisors at Merrill Lynch are committed to helping clients achieve their financial goals and stay on track, no matter how their life and the markets may change. With a focus on understanding each client personally, Merrill Lynch Financial Advisor Daniel S Sullivan offers customized investment strategies and comprehensive financial solutions to help clients live their best financial lives.

Four Corners Legacy Law, formerly known as Bowers & del Peral, PLLC, is a reputable law firm located at 22 Park Row in Chatham, New York. Led by attorney Morgen M. Bowers, the firm specializes in estate planning, elder law, and probate services. With a commitment to providing personalized and comprehensive legal solutions, Four Corners Legacy Law is dedicated to helping clients protect their assets and secure their legacy for future generations. Contact them today for expert guidance and support in navigating complex legal matters.

Lighthouse Advisors, LLC is a financial advisory firm located at 543 Queensbury Avenue in Queensbury, New York. Our team of experienced professionals offers personalized financial planning and investment management services to help clients achieve their financial goals. With a focus on transparency, integrity, and client satisfaction, we strive to provide sound guidance and support to individuals and families seeking to build and protect their wealth. Contact us today to schedule a consultation and start planning for a secure financial future.

Wilmington Trust, located at 68 Exchange Street in Binghamton, New York, is a leading finance institution that offers wealth and institutional services. As a part of M&T Bank, one of the most financially stable companies in the U.S., Wilmington Trust provides expert guidance to help families and businesses succeed. Our experienced professionals and forward-thinking approach have made us a trusted partner for generations. Plan your visit to our Binghamton office and schedule an appointment to learn more about how we can help you achieve your financial goals.

Merrill Lynch Financial Advisor Taylor G Swanson, located at 55 Southwestern Drive in Jamestown, New York, is a trusted partner with over 17 years of experience in finance. As a partner with the Brown Group, Taylor focuses on retirement planning, portfolio design, and wealth management for high net worth families, businesses, and foundations in Chautauqua County, NY, and beyond. Taylor is a CERTIFIED FINANCIAL PLANNER™ professional who takes a personalized approach to help clients achieve their financial goals. By conducting comprehensive fact finding and regular reviews, Taylor ensures that each client's unique needs are met. With access to the resources of Merrill and Bank of America, Taylor can provide tailored solutions to help clients pursue their financial objectives. Whether you're planning for retirement, saving for a home, or passing wealth to future generations, Taylor is dedicated to helping you achieve your goals. Get personalized investment strategies and comprehensive financial solutions with Merrill Lynch Wealth Management Advisors.

Merrill Lynch Financial Advisor J Scott Freeman is a finance institution located at 2 Court Street, Binghamton, New York, United States. J. Scott Freeman, the Senior Vice President, Wealth Management Advisor, has over 30 years of experience providing financial and wealth management advice. He holds professional designations such as Certified Investment Management Analyst, CIMA®, Chartered Retirement Planning Counselor, CRPC, and Certified Plan Fiduciary Advisor, CPFA. Scott leads the Consulting Services practice for Freeman & Associates, focusing on money management and asset allocation, particularly for retirement plans for small and mid-sized businesses. The institution follows the Merrill tradition of community involvement and offers Merrill Personal Wealth Analysis™ to help clients build personalized financial plans. The team, supported by the global resources of Merrill, is dedicated to building strong client relationships based on trust and personalized service. The institution believes in a client-focused approach, starting with a conversation to understand and prioritize the goals of each individual. The team utilizes the Investment Personality Assessment to customize financial approaches based on the client's preferences and goals. The institution is committed to helping clients manage, grow, and preserve their wealth while addressing their financial needs. With access to investment insights from Merrill and banking solutions from Bank of America, the team works with clients to develop personalized plans to achieve their financial goals. The institution values ongoing communication with clients to review progress and make adjustments to the financial approach as needed. Clients can expect a dedicated one-on-one relationship with Merrill Lynch Wealth Management Advisors focused on helping them pursue their goals.

UBS Financial Services Inc. is a finance institution located at 201 West 3rd Street, Jamestown, New York, United States. We believe in optimizing tech exposure, seeking durable income, and diversifying across asset classes, regions, and sectors. Our commitment is to understand what wealth means for each individual, and we strive to turn financial visions into reality by providing expert advice tailored to specific needs. Our current thinking focuses on keeping our clients ahead of the curve, with events and reports such as UBS ElectionWatch 2024 and UBS Road to the Election weekly video series. We aim to help clients pursue their financial goals today, tomorrow, and for generations to come, by creating wealth strategies that support them throughout their lives. For prominent individuals and families, we offer expert insights and connections to help navigate financial success. Our services include investment advisory and brokerage services, with a focus on wealth management needs and goals over different timeframes. We strive to provide exceptional service and support to help clients pursue what's important to them.

John Hancock Financial Network is a leading financial institution located at 199 State Street in Binghamton, New York. As a part of the John Hancock family, this institution offers a wide range of financial services and products to help individuals and businesses achieve their financial goals. With a strong reputation for reliability and expertise in the finance industry, John Hancock Financial Network is dedicated to providing top-notch financial solutions to its clients. Whether you are looking for investment advice, retirement planning, or insurance services, you can trust John Hancock Financial Network to provide you with personalized and professional assistance.

Merrill Lynch Financial Advisor KYLE WESTERVELT is a finance institution located at 2 Court Street, Binghamton, New York, United States. Our team, supported by the global resources of Merrill, is dedicated to building strong client relationships based on trust and personalized service. As a Registered Senior Wealth Management Client Associate, we focus on your family, goals, and priorities as they evolve over time. We begin by having a conversation to understand your goals and priorities, whether it's transferring wealth to the next generation, planning for retirement, or funding a child's education. Through our Investment Personality Assessment, we customize a financial approach to help you pursue what matters most to you. Our mission is to understand you and what matters most to you, designing and implementing a personalized plan to help you reach your financial goals while managing investment risk. We believe in staying connected with you to discuss changes in your life and financial approach, ensuring you stay on track to achieve what's important to you. Let's work together to create a financial approach that reflects your personality and priorities, helping you achieve your goals. With access to the investment insights of Merrill and banking solutions from Bank of America, we will develop an approach designed to address your financial needs and help you live your best financial life.

Welcome to the Cynthia L Gleeson-Cooney State Farm Insurance Agency located at 3 Hawkins Drive in Montgomery, New York. Our agency is conveniently situated near Maybrook directly off of Route 84 at the entrance to Shoprite. Cynthia Gleeson-Cooney is a second generation State Farm Agent with a wealth of experience in the insurance industry. She is a graduate of the New York Military Academy and the College of Boca Raton with a BS in Business Management. Cynthia is a Legion of Honor Qualifier, Honor Agent Qualifier, National Association of Insurance & Financial Services Life Traveler, and Chairman's Circle Qualifier.

Laufer Planning Corporation is a leading accounting and finance institution located in Monroe, New York, United States. With a team of expert professionals, they provide a wide range of financial planning services to help individuals and businesses achieve their financial goals. From tax planning to investment strategies, Laufer Planning Corporation is dedicated to providing top-notch financial advice and services to their clients. With a strong reputation for excellence and a commitment to customer satisfaction, they are a trusted partner for all financial needs.

At Morgan Legal Group P.C. in New York City, our team of skilled professionals is dedicated to providing personalized legal services tailored to each client's specific needs. Unlike large law firms, we ensure that clients have direct access to an attorney whenever they have a question or concern. Specializing in estate planning, our attorneys possess in-depth knowledge and experience in this area of law. We offer a comprehensive approach to estate planning, including services such as wills, trusts, powers of attorney, and healthcare directives. Our goal is to preserve and protect our clients' legacies and assets, helping them minimize estate taxes, avoid probate, and ensure a smooth transition of assets to beneficiaries.

Located in New York, United States, Alatsas Law Firm is a trusted institution specializing in estate planning, elder law, and asset protection. Our dedicated team of lawyers is committed to helping you and your family feel secure and prepared for the future. Whether you need assistance with setting up wills and trusts, taking care of older family members, or protecting your hard-earned assets, we are here to provide friendly and clear advice. Our top-rated Brooklyn attorney has written legal guides to help you better understand your case and options. You can download these guides for free to gain valuable insights into your legal matters.

Compass Asset Management Group is a leading finance institution located at 100 Stony Brook Court in Newburgh, New York, United States. With a team of experienced financial professionals, Compass Asset Management Group offers a wide range of investment and wealth management services to help clients achieve their financial goals. Whether you are looking to grow your portfolio, plan for retirement, or protect your assets, Compass Asset Management Group can provide personalized solutions to meet your needs. Trust in Compass Asset Management Group to guide you towards a secure financial future.

Morgan Stanley Financial Advisors is a renowned finance institution located at 55 East 52nd Street in New York, New York, United States. With a team of experienced and knowledgeable financial advisors, they offer a wide range of services to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management, Morgan Stanley Financial Advisors can provide personalized solutions to meet your needs. Trustworthy and reliable, they are dedicated to helping clients navigate the complexities of the financial world with confidence and peace of mind.

Merrill Lynch Financial Advisor Mitchell Winter is a reputable finance institution located at 114 West 47th Street in New York, New York, United States. As a trusted financial advisor, Mitchell Winter provides expert guidance and personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Merrill Lynch Financial Advisor Mitchell Winter is dedicated to helping individuals and businesses navigate the complexities of the financial world with confidence and peace of mind.

Merrill Lynch Financial Advisor Eric Raphael is a finance institution located at 75 Rockefeller Plaza in New York, United States. With a focus on experience, service, and a commitment to clients, Eric Raphael works with a diverse range of clients, from corporate executives to multi-generational families. By consulting with family members, attorneys, accountants, and other trusted advisors, Eric Raphael and his team prioritize goals and develop comprehensive investment plans to support long term success. With access to global investment insights from Merrill Lynch Wealth Management and banking services from Bank of America, clients can benefit from a holistic approach to their financial needs. Personalized plans are created through Merrill Personal Wealth Analysis™, centered on individual goals and aspirations. As a Merrill Lynch Wealth Management Advisor, Eric Raphael takes a personalized approach to financial planning, focusing on the evolving needs and priorities of each client. By building strong relationships and understanding the unique circumstances of each client, Eric Raphael helps individuals and families navigate the complexities of their financial lives. With a commitment to delivering premier service and experienced investment guidance, Eric Raphael aims to help clients achieve their financial goals and address market fluctuations. Whether planning for retirement, buying a home, or funding education, Eric Raphael provides tailored financial strategies to align with personal objectives. Through ongoing communication and regular reviews, Eric Raphael ensures that clients stay on track towards reaching their goals. As a registered financial advisor in multiple states, Eric Raphael offers expertise in investment management and financial planning. With a team of dedicated professionals and access to comprehensive financial solutions, clients can benefit from a tailored approach to wealth management. From investment insights to personalized strategies, Eric Raphael and his team provide the guidance and support needed to help clients live their best financial lives.

Merrill Lynch Financial Advisor Steve Shuo Wang is a finance institution located at 225 Liberty Street, New York, United States. They specialize in managing wealth with a personalized approach tailored to each client's unique financial goals and priorities. With access to the investment insights of Merrill and the banking solutions of Bank of America, they offer a comprehensive range of services to help clients achieve their financial aspirations. Their team of advisors are dedicated to understanding each client's individual needs and providing personalized strategies to help them navigate the complexities of the financial market. Whether you are planning for retirement, saving for a major purchase, or passing on wealth to future generations, Merrill Lynch Financial Advisor Steve Shuo Wang is committed to helping you achieve your financial goals.

Merrill Lynch Financial Advisor Cynthia G Wolff, located at 75 Rockefeller Plaza in New York, offers comprehensive wealth management and investment strategies tailored to each client's needs, values, and goals. The Wolff Group prioritizes client interests and operates across generations to help high-net-worth investors make informed decisions about their wealth allocation. Backed by Merrill's advanced technologies and research, the team collaborates with outside advisors to adjust plans as needed. The institution serves as a one-stop-shop for managing various aspects of wealth, including asset preservation, business banking, family planning, executive compensation, insurance, lending, philanthropy, and retirement planning. With a fee schedule designed to be transparent and competitive, clients receive full-time support from a team of experienced advisors and specialists. The institution believes in achieving financial success by helping clients make informed decisions that align with their personal goals. Supported by Merrill's global resources, the team is dedicated to building strong client relationships based on trust and personalized service.

Merrill Lynch Financial Advisor Bansi Kachalia, located at 75 Rockefeller Plaza in New York, offers comprehensive wealth management services for high net worth individuals and families. As a CERTIFIED FINANCIAL PLANNER™ professional, Bansi takes a holistic approach to financial planning, focusing on investment management, retirement planning, life insurance, home lending, trusts & estates, and philanthropy. With a background in finance and entrepreneurship, Bansi brings a unique perspective to her clients, custom-tailoring plans to help them achieve their financial goals. Partnered with Merrill Lynch Wealth Management, Bansi has access to the banking capabilities of Bank of America, allowing her to provide unmatched service to her clients. Whether you are planning for retirement, saving for a major purchase, or passing on wealth to future generations, Bansi is dedicated to helping you pursue your financial aspirations. Contact Bansi Kachalia today for personalized financial advice and guidance.

Merrill Lynch Financial Advisor Joseph P Kiernan, located at 75 Rockefeller Plaza in New York, United States, offers personalized wealth management strategies tailored to your financial goals and priorities. With access to investment insights from Merrill and banking solutions from Bank of America, Joseph Kiernan can help you navigate the ever-changing market conditions. Through the Merrill Personal Wealth Analysis™ process, Joseph Kiernan can create a customized plan centered on your aspirations, whether it's planning for retirement, saving for a major purchase, or passing wealth to future generations. By understanding your investment personality and goals, he can develop a financial approach that aligns with your unique needs.

Dana Macaluso, CFP, CPWA - UBS Financial Services Inc. is a leading finance institution located in the heart of New York City. Specializing in comprehensive financial planning and wealth management, our team of experts is dedicated to helping clients achieve their financial goals. With a focus on personalized service and tailored solutions, we strive to provide the highest level of expertise and guidance to our clients. Visit us at 1285 6th Avenue to learn more about how we can help you secure your financial future.

Merrill Lynch Financial Advisor Mark G Johnson is a finance institution located at 200 Park Avenue, New York, New York, United States. Mark Johnson is accessible, knowledgeable, and experienced, dedicated to building and maintaining strong relationships with clients. He is passionate about helping clients make important financial decisions and is committed to providing exemplary client service. Mark has been recognized by Forbes as one of the "Best-in-State Wealth Advisors" in multiple years. He believes in understanding each client's unique financial picture and goals to create personalized wealth management strategies. With access to Merrill's investment insights and Bank of America's banking solutions, Mark works to help clients pursue their financial goals and manage investment risk. He values community involvement and volunteers with local organizations. Mark's team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service. They focus on what matters most to clients, such as family, goals, and priorities, adapting their approach as life changes. Mark's mission is to understand each client's aspirations and provide thoughtful financial solutions to help turn goals into reality. He encourages clients to ask questions and discuss issues that matter most to them, from managing healthcare expenses to passing wealth to future generations. By staying informed and revisiting financial approaches, Mark helps clients navigate changes in life and the financial markets to achieve their goals. With a focus on personalized investment strategies and comprehensive financial solutions, Mark Johnson and his team at Merrill Lynch are committed to helping clients live their best financial lives.