The 30 Best Generational wealth transfer in New York City, New York

Jonathan Moyer - TIAA Wealth Management Advisor is a premier financial institution located at 100 Corporate Parkway in Amherst, New York, United States. As a trusted advisor, Jonathan Moyer provides personalized wealth management services to help clients achieve their financial goals and secure their financial future. With a focus on integrity, expertise, and personalized service, Jonathan Moyer - TIAA Wealth Management Advisor is dedicated to helping clients navigate the complexities of the financial world and make informed decisions to build and preserve wealth.

Patrick Signor - RBC Wealth Management Financial Advisor is a reputable financial institution located at 6225 Sheridan Drive in Williamsville, New York, United States. As a trusted advisor, Patrick Signor offers expert financial guidance and personalized wealth management services to clients seeking to achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Patrick Signor helps clients navigate the complexities of the financial world and make informed decisions to secure their financial future. Whether you are planning for retirement, investing for the future, or managing your wealth, Patrick Signor is dedicated to providing tailored solutions to meet your unique needs.

Novity Wealth Solutions is a premier financial institution located at 300 Corporate Parkway in Buffalo, New York. Our team of experienced wealth management professionals is dedicated to helping clients achieve their financial goals and secure their financial future. We provide personalized investment strategies, retirement planning, and estate planning services to individuals and families. At Novity Wealth Solutions, we are committed to providing top-notch customer service and building long-lasting relationships with our clients. Contact us today to learn more about how we can help you plan for a brighter financial future.

Michael Roorda - TIAA Wealth Management Advisor is a finance institution located at 35 Celebration Drive in Rochester, New York, United States. As a trusted wealth management advisor, Michael Roorda provides personalized financial planning services to help clients achieve their financial goals. With a focus on long-term wealth management strategies, Michael Roorda offers expertise in investment planning, retirement planning, estate planning, and more. Clients can expect professional guidance and tailored solutions to help them secure their financial future.

Mike Keys - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 1100 South Goodman Street, Rochester, New York, is a finance institution offering a wide range of services to meet the diverse needs of individuals. Mike Keys holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, estate planning, retirement planning, and investment strategies. Additionally, Mike Keys is dedicated to providing specialized services such as behavioral financial advising, philanthropic advising, and divorce financial analysis. With a focus on professionalism and ethical practices, Mike Keys aims to help clients achieve their financial goals and secure their financial future.

Matthew Case - TIAA Wealth Management Advisor is a leading financial institution located at 35 Celebration Drive in Rochester, New York. As a trusted advisor, Matthew Case provides personalized wealth management services to help individuals and families achieve their financial goals. With a focus on long-term financial planning, investment strategies, and retirement planning, Matthew Case offers expert guidance and support to clients looking to secure their financial future. Whether you are planning for retirement, saving for education, or investing for the future, Matthew Case - TIAA Wealth Management Advisor is dedicated to helping you make informed financial decisions and build a secure financial future.

Focused Wealth Advisors is a leading finance institution located at 160 Allens Creek Road in Rochester, New York. Our team of experienced wealth advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies and comprehensive financial planning. With a focus on building long-term relationships and providing top-notch customer service, Focused Wealth Advisors is committed to helping clients secure their financial future. Contact us today to learn more about how we can help you reach your financial goals.

Council Rock Wealth Advisory Group - Ameriprise Financial Services, LLC is a finance institution located at 90 Linden Oaks, Rochester, New York, United States. They have been recognized as one of the Forbes Best-in-State Wealth Management Teams for 2024. The institution provides one-to-one financial advice and exceptional client service. They offer consultations to discuss important financial matters and help clients achieve their long-term financial goals. The advisors at Ameriprise Financial Services are registered to do business in certain U.S. states and adhere to strict regulations to protect clients' information and financial security. Clients can drop off personal documents for proper disposal at any of their 5 offices, with a limit of 5 banker boxes per household. The institution is dedicated to helping clients safeguard their personal information and prevent identity theft. For more information, clients can visit the FINRA's BrokerCheck website or the Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Galina Kolossovsky - RBC Wealth Management Financial Advisor is a leading finance institution located at 80 Linden Oaks in Rochester, New York, United States. As a trusted financial advisor, Galina Kolossovsky provides personalized wealth management services to help clients achieve their financial goals and secure their future. With a focus on building long-term relationships and delivering tailored investment strategies, Galina Kolossovsky - RBC Wealth Management Financial Advisor is committed to providing top-notch financial guidance and support.

The Garden of Wealth is a prestigious financial institution located at 55 Mansion Street in Poughkeepsie, New York. With a reputation for excellence in wealth management and financial planning, our experienced team of advisors is dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking to grow your investments, plan for retirement, or protect your assets, The Garden of Wealth offers personalized solutions tailored to your unique needs. Trust in our expertise and commitment to your financial success.

Birch Hill Wealth Advisors - Ameriprise Financial Services, LLC is a finance institution located at 27 Collegeview Avenue, Poughkeepsie, New York, United States. They have received the Ameriprise Client Experience Award for 2023 and offer complimentary initial consultations to address individual financial goals and risk tolerance. The institution provides investment recommendations, asset allocation strategies, and portfolio updates to help clients achieve their goals. They emphasize multi-generational financial planning, ensuring that every family member's unique aspirations are considered. Ameriprise financial advisors are registered in certain U.S. states and adhere to strict regulations outlined on their website. Clients can access their accounts and track progress towards their goals securely from any device. The institution values financial literacy and empowers clients to make informed decisions for their future. To learn more about how Birch Hill Wealth Advisors can assist with financial planning, schedule a complimentary consultation today.

Martin Cukaj - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 488 Freedom Plains Road, Poughkeepsie, New York, United States, is a finance institution offering a range of services to meet the diverse needs of individuals seeking asset management solutions. Martin Cukaj holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in areas such as wealth transfers, retirement planning, estate planning, investment strategies, and fiduciary practices. With a commitment to ethical standards and continuous education, Martin Cukaj provides personalized financial advice tailored to each client's unique situation. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, Martin Cukaj can help you navigate the complexities of financial planning and investment management. Contact Martin Cukaj - Private Wealth Advisor, Ameriprise Financial Services, LLC, to start building a secure financial future today.

Rhinebeck Wealth Advisors is a woman-owned financial advisory practice with over 80 years of collective industry experience, located in Red Hook, New York, United States. We offer a sophisticated, personalized, multi-generational wealth management experience for individuals, families, and institutions. With locations in Rhinebeck, Hudson Valley, The Berkshires, and Great Barrington, our team collaborates to provide the highest standards of advice, action, and professional guidance. We believe in learning from the past, setting detailed goals for the future, and living in the present moment. Securities are offered through Raymond James Financial Services, Inc., member FINRA/SIPC, while investment advisory services are provided through Raymond James Financial Services Advisors, Inc. Rhinebeck Wealth Advisors is independent of Raymond James Financial Services and is not a registered broker/dealer.

Pedrosa Wealth Management is a premier finance institution located at 187 East Market Street in Rhinebeck, New York, United States. Specializing in wealth management, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. With a personalized approach, we provide comprehensive financial planning, investment management, and retirement planning services tailored to meet the unique needs of each client. Trust Pedrosa Wealth Management to guide you towards financial success and peace of mind.

Polanco Wealth Strategies is a leading finance institution located at 3515 East Tremont Avenue in New York, United States. Our team of expert financial advisors are dedicated to helping clients achieve their wealth management goals through personalized strategies and comprehensive financial planning. With a focus on building long-term relationships and providing tailored solutions, we strive to empower our clients to make informed decisions and secure their financial future. Trust Polanco Wealth Strategies to guide you towards financial success and peace of mind.

Old Bridge Private Wealth, a financial advisory practice of Ameriprise Financial Services, LLC, is located at 111 Great Neck Road, Great Neck, New York, United States. As the overall winner in the wealth manager category in Kiplinger Readers’ Choice Awards 2023, we offer thoughtful advice and guidance to our clients throughout their financial lives. With 60 years of combined experience, our founding advisors pride themselves on being the “family” financial advisor, serving multiple generations within a family. We create personalized financial strategies that resonate with the varied aspirations of each family member, emphasizing financial literacy and empowering informed decision-making. Our mission is to walk side by side with our clients through the many stages of life, creating a bridge to connect their vision to reality. We are grateful for the trust and confidence our clients have placed in us, allowing “our Family to Serve Yours”. Contact us for a complimentary initial consultation to discuss your financial goals and aspirations. We look forward to helping you achieve financial wellness for your entire family.

Precision Wealth Solutions is a leading financial institution located at 188 Summerfield Street in Scarsdale, New York. Our team of experienced professionals is dedicated to providing personalized wealth management solutions to help our clients achieve their financial goals. Whether you are looking to invest for the future, plan for retirement, or protect your assets, we offer comprehensive services tailored to your individual needs. With a commitment to excellence and a focus on building long-term relationships, Precision Wealth Solutions is your trusted partner in financial success.

MM Wealth Management - UBS Financial Services Inc. is a prestigious finance institution located at 709 Westchester Avenue, White Plains, New York, United States. With a reputation for excellence and expertise in wealth management, this institution offers a wide range of financial services to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or estate planning, the dedicated team at MM Wealth Management - UBS Financial Services Inc. is committed to providing personalized solutions tailored to your individual needs. Trust in their experience and knowledge to help you secure your financial future.

Vincent De Vita - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 333 Jericho Turnpike in Jericho, New York, offers a wide range of financial services. Vincent De Vita holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, estate planning, retirement planning, and investment strategies. With a focus on ethical practices and continuing education, Vincent De Vita is dedicated to providing personalized financial advice to individuals, retirees, small business owners, and high net worth clients. Whether you need assistance with portfolio management, insurance products, or estate planning, Vincent De Vita is a trusted advisor with the knowledge and experience to help you achieve your financial goals. Contact Vincent De Vita - Private Wealth Advisor, Ameriprise Financial Services, LLC today for expert financial guidance tailored to your specific needs.

U.S. Wealth Group is a finance institution located at 7600 Jericho Turnpike in Woodbury, New York. With a focus on helping individuals and families achieve their financial goals, U.S. Wealth Group offers a wide range of financial services including investment planning, retirement planning, estate planning, and insurance solutions. Their team of experienced financial advisors are dedicated to providing personalized strategies to help clients build and protect their wealth. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, U.S. Wealth Group is committed to helping you navigate the complexities of the financial world and reach your financial objectives.

Brian Gabel - TIAA Wealth Management Advisor is a finance institution located at 58 South Service Road in Melville, New York, United States. As a trusted advisor, Brian Gabel helps clients navigate the complexities of wealth management, offering personalized solutions to help them achieve their financial goals. With a focus on building long-term relationships, Brian Gabel provides expert guidance on investments, retirement planning, and estate planning. Whether you are looking to grow your wealth or secure your financial future, Brian Gabel - TIAA Wealth Management Advisor is dedicated to helping you make informed decisions and achieve financial success.

Eric Abney - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 445 Broadhollow Road, Melville, New York, United States, is a finance institution offering a wide range of services. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, the institution ensures that its advisors have the expertise and knowledge to assist clients with various financial needs. From asset management to retirement planning, estate planning, and investment strategies, the advisors at Eric Abney are equipped to provide personalized solutions tailored to each individual's unique situation. Whether you are a retiree, small business owner, high net worth client, or someone planning for the future, the team at Eric Abney is dedicated to helping you achieve your financial goals.

Merrill Lynch Private Wealth Advisor Sheena Marr is a finance institution located at 300 Broadhollow Road, Melville, New York, United States. The institution offers industry-leading research and expert analysis to help clients stay ahead in managing their significant wealth. The Palermo Frangas Group at Merrill Private Wealth Management is dedicated to providing personalized service to a limited number of clients and families with integrity and excellence. The private wealth advisors are rigorously trained to meet specialized needs and build relationships based on trust. The institution has received recognition from financial industry publications such as Forbes for their exemplary client service. The team, led by Luca Palermo and Nick Frangas, offers strategies designed to help clients achieve their goals through a goals-based wealth management approach. They work with individuals, families, business owners, and executives, providing services and resources typically reserved for the world's largest institutions.

Hendel Wealth Management Group is a leading financial institution located at 95 Smithtown Boulevard in Smithtown, New York, United States. We specialize in providing personalized wealth management services to help our clients achieve their financial goals. Our team of experienced professionals offers expert guidance in investment strategies, retirement planning, estate planning, and more. With a focus on building long-term relationships based on trust and integrity, we are committed to helping our clients secure their financial future. Contact us today to learn more about how Hendel Wealth Management Group can help you reach your financial objectives.

Michael Giordano is a dedicated TD Wealth Relationship Manager located at 8206 5th Avenue in New York, United States. As a finance professional, Michael specializes in providing personalized wealth management solutions to individuals and families. With a strong focus on building long-term relationships and understanding each client's unique financial goals, Michael works diligently to create customized strategies that help clients achieve their financial objectives. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Michael Giordano is committed to providing expert guidance and exceptional service to help you navigate the complexities of the financial world. Contact Michael Giordano today to schedule a consultation and take the first step towards securing your financial future.

Elite Wealth Managers is a prestigious finance institution located at 1274 83rd Street in New York, United States. Our team of experienced financial experts is dedicated to providing top-notch wealth management services to our clients. We offer personalized investment strategies, financial planning, and risk management solutions to help our clients achieve their financial goals. At Elite Wealth Managers, we prioritize building long-term relationships with our clients based on trust, integrity, and excellence in service. Contact us today to see how we can help you secure your financial future.

MYRA Wealth is a premier finance institution located at 750 Lexington Avenue in the heart of New York City. Our team of dedicated financial experts are committed to providing personalized wealth management solutions for our clients. With a focus on investment strategies, retirement planning, and estate management, MYRA Wealth is dedicated to helping individuals and families achieve their financial goals. Contact us today to learn more about how we can help you secure your financial future.

Daniel Starr - RBC Wealth Management Financial Advisor is a renowned financial institution located at 1211 6th Avenue in New York, New York, United States. As a trusted advisor, Daniel Starr offers personalized financial planning and investment services to help clients achieve their financial goals. With a wealth of experience and expertise in the finance industry, Daniel Starr provides tailored solutions to meet the unique needs of each individual or business. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Daniel Starr - RBC Wealth Management Financial Advisor is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.

Michael Giordano is a dedicated TD Wealth Relationship Manager located at 1104 Avenue J in New York, United States. As a finance institution, Michael Giordano provides personalized financial advice and services to help clients achieve their financial goals. With a strong background in wealth management and a commitment to building long-lasting relationships, Michael Giordano is dedicated to providing top-notch financial solutions tailored to each client's unique needs. Contact Michael Giordano today to start planning for a secure financial future.

Omor Elahi - TD Wealth Financial Advisor is a reputable finance institution located at 97-17 Rockaway Boulevard in New York, United States. As a trusted financial advisor under TD Wealth, Omor Elahi provides expert guidance and personalized financial solutions to help clients achieve their financial goals. With a commitment to excellence and a focus on building long-term relationships, Omor Elahi offers a wide range of financial services including investment planning, retirement planning, estate planning, and more. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Omor Elahi - TD Wealth Financial Advisor is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.