TOP 30 Generational family wealth in New York, New York

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Welcome to Tullett Prebon Financial Services LLC, your trusted partner in navigating the complex world of finance. Conveniently located at 199 Water Street in the heart of Manhattan, New York, we are committed to providing exceptional financial services tailored to meet the unique needs of our diverse clientele. At Tullett Prebon Financial Services LLC, we specialize in offering a wide range of financial solutions, including brokerage services, risk management, and investment advisory. Our team of experienced financial professionals is dedicated to delivering innovative strategies and insights to help you achieve your financial goals.

Welcome to John Calabrese Financial, an Office of MetLife, located at 2 Teleport Drive, Staten Island, New York. We are dedicated to helping you achieve your financial goals, whether planning for retirement, funding education, or making a major purchase like a second home. Our personalized approach begins with understanding what matters most to you. We provide tailored investment, asset allocation, and portfolio recommendations based on your unique goals and risk tolerance. We document your objectives, regularly review your progress, and adapt your plan as life changes, ensuring you stay on track toward your financial aspirations.

Welcome to Beacon Pointe Advisors, your trusted partner in financial planning and investment advisory services, located at 2488 Montauk Highway, Bridgehampton, New York. As one of the nation's largest Registered Investment Advisor firms, we are dedicated to serving the New York area with a comprehensive range of services, including investment advisory, financial planning, wealth management, and retirement plan services. At Beacon Pointe Advisors, we pride ourselves on our fiduciary responsibility to our clients, ensuring that your financial well-being is at the forefront of everything we do. Our holistic allWEALTH® approach covers all aspects of financial planning, from wealth and retirement strategies to estate and tax planning, insurance reviews, and risk assessments. We also specialize in values-based investing, life transition support, and multi-generational wealth and legacy planning.

Welcome to Merrill Lynch Financial Advisor Scott Neuberger, where your financial future is our priority. Located at 450 Old Country Road, Riverhead, New York, our mission is to understand your unique financial goals and help you achieve them through personalized planning and strategic investment. With access to Merrill's extensive range of investment solutions and Bank of America's banking products, we provide you with timely market insights and global economic updates to keep you on track. At the heart of our approach is a commitment to listen and understand what matters most to you. Whether you're planning for future healthcare expenses, preparing for college, considering a major purchase, or aiming to pass on wealth to the next generation, we work with you to create a comprehensive plan that aims to manage, grow, and preserve your wealth for years to come.

Welcome to the office of Merrill Lynch Financial Advisor Michael T. Lagnese, located at 450 Old Country Road, Riverhead, New York. We are dedicated to helping you navigate your financial journey with confidence and clarity. Our team, supported by the global resources of Merrill, is composed of talented and experienced professionals committed to building strong relationships based on trust and personalized service. At Merrill Lynch Wealth Management, we focus on what matters most to you—your family, goals, and priorities—as they evolve over the years. Our mission is to understand your unique financial situation, enabling us to design and implement a personalized plan to help you pursue your financial goals while managing investment risk.

Welcome to Merrill Lynch Financial Advisor Mary C. Barty Scheurer, located at 57 Hampton Road, Southampton, New York 11968. As a dedicated financial advisor, Mary C. Barty Scheurer is committed to helping you navigate the complexities of finance and investment. With access to a wide range of investment solutions from Merrill and banking products from Bank of America, we provide the tools and insights you need to pursue your financial goals. At our Southampton office, we understand that every client is unique. Whether you have a clear financial strategy or are just beginning to plan for the future, we tailor our services to meet your individual needs. Our approach is about more than just managing money; it’s about understanding your plans, hopes, dreams, and goals. We work closely with you to adapt to changing goals, evolving family situations, and new commitments.

Welcome to Merrill Lynch Financial Advisor Harry L Hackett, your trusted partner in financial planning and wealth management located at 57 Hampton Road, Southampton, New York. Our mission is to be your primary source for financial advice and guidance, offering personalized strategies to help you navigate the complexities of the financial world. At the Hackett Group, we believe in building strong relationships through teamwork and client involvement. Our dedicated team of advisors and wealth management client associates work closely with you to understand your unique financial situation, goals, and priorities. With access to the global investment capabilities of Merrill and the banking convenience of Bank of America, we provide comprehensive solutions tailored to your needs.

Welcome to Merrill Lynch Financial Advisor Jacob F Eckart, your trusted partner in navigating the complex world of finance. Conveniently located at 57 Hampton Road in Southampton, New York, we are committed to providing you with personalized financial solutions tailored to your unique needs and aspirations. At Merrill Lynch, we recognize that every client is different, with distinct financial goals and dreams. Whether you have a clear strategy in place or require guidance in planning for future generations, we are here to help you implement a plan that aligns with your vision. Our approach is holistic, taking into account not just your financial situation but also your plans, hopes, and dreams.

Welcome to Unity Fellowship Church Movement, a place of worship located at 163-47 130th Avenue, Queens, New York 11434, United States. We are a vibrant and inclusive community dedicated to spiritual growth, social justice, and the celebration of life in all its forms. Join us for Convocation 2024, themed "Power," from October 6th to 13th. This year, we are "Marching Forward into Convocation 2024," moving intentionally toward a future filled with empowerment and unity. Don't miss out on our early bird registration special at $160 if you register by July 2024. For more details and to register, please visit our event page.

Welcome to MISRA Capital, your trusted partner in real estate investing, located at 1711 Cudaback Avenue, Niagara Falls, New York. As a premier real estate agency and private equity investment firm, we specialize in providing sophisticated, accredited investors with unique opportunities to invest in institutional-quality, recession-resistant real estate assets. Our focus is on generating passive cash-flow income through multifamily apartments and other real estate strategies, ensuring a high degree of principal protection and attractive equity multiples. At MISRA Capital, our mission is to build generational wealth, generate passive cashflow income, and achieve financial security for our investors. AJay, our experienced and passionate serial real estate investor, leads the firm with over 25 years of expertise in the USA and Canada. With a proven track record in managing multi-family apartment deals and other real estate investments valued at over $400 million, AJay brings a wealth of knowledge and experience to our clients.

Welcome to Amber Makelke Realtor at Pioneer Star Real Estate, your trusted partner in navigating the dynamic world of real estate in Buffalo, New York. Located conveniently at 139 Niagara Falls Boulevard, we are dedicated to guiding your real estate journey with expertise and integrity. At Pioneer Star Real Estate, we understand that buying, selling, or refinancing a property is a significant decision, and we're here to make the process seamless and successful. Our team of experienced agents are not just skilled negotiators, but also trusted allies committed to providing you with personalized service and tailored solutions. We collaborate with a carefully curated network of partners and lenders, ensuring you receive expert guidance and support at every step of your transaction.

Welcome to Ragette Real Estate - Your Trusted Partner in Westchester County Located at 44 South Broadway, White Plains, New York, Ragette Real Estate has been a cornerstone of the Westchester community for over 139 years. Our legacy is built on family commitment, community involvement, dedication, and professionalism—values that continue to guide us today.

Welcome to Matthieu Allirot Real Estate, your trusted partner in navigating the dynamic real estate landscape of Westchester County. Located at 28 Chase Road, Scarsdale, New York, our business is built on a foundation of global experience and local expertise, tailored to meet the unique needs of international clients transitioning to this vibrant community. With a rich background in top real estate markets such as Buenos Aires, Abu Dhabi, New York, and Paris, Matthieu Allirot brings a wealth of culturally-rich experiences to the table. This global perspective is invaluable in understanding and fulfilling the diverse requirements of our clientele.

Welcome to Daniel Gale Sotheby's International Realty, where Monica Balsan offers unparalleled expertise in the real estate industry. Located at 1067 New York 25A, Stony Brook, New York, Monica is a second-generation Realtor with roots deeply embedded in a family of entrepreneurs. Her journey began in Queens, New York, where her mother, Agnes, opened her first real estate office in the seventies and later moved to Long Island. Monica's early exposure to the real estate world, coupled with her passion for the industry, has shaped her into the dedicated professional she is today. Monica's upbringing in a family of independent business owners instilled in her the values of hard work and commitment. From her childhood days of assisting in her family’s office to her career in real estate and finance, Monica has developed a comprehensive understanding of the market. Her firsthand experience, from filing listings to navigating home renovations, has equipped her with a wealth of knowledge that she brings to every client interaction.

Welcome to Donna Volpe, Realtor - Coach Realtors, your trusted real estate partner located at 149 East Main Street, East Islip, New York. With a deep-rooted connection to the community and an impressive background in finance, Donna Volpe offers unparalleled expertise in the real estate market. Whether you're buying or selling, Donna's professional yet compassionate approach ensures a seamless experience tailored to your needs. Clients rave about Donna's exceptional service, noting her extensive knowledge, dedication, and ability to make the home buying and selling process stress-free. Her commitment goes beyond expectations, often handling tasks that ease the burden on clients, even from a distance. Donna's local insights are enriched by her lifelong residency in East Islip and her active involvement in civic and charitable organizations like DDI and Habitat for Humanity.

Welcome to Natalie Hough, Real Estate Salesperson, located at 28080 Main Road, Cutchogue, New York 11935. With a distinguished career in publishing and hospitality, Natalie Hough brings a wealth of experience and a passion for customer service to Daniel Gale Sotheby’s International Realty. Known for her professionalism and meticulous attention to detail, Natalie is committed to prioritizing her clients' needs above all else. Having lived on the North Fork of Long Island for over 17 years, Natalie is deeply rooted in the community. Her involvement in the marine construction business alongside her husband has equipped her with invaluable insights into waterfront property development, working closely with local building departments and the NYSDEC. This expertise makes her an ideal partner for clients looking to navigate the complexities of real estate on the North Fork.