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TOP 30 Health financial services in Liberty, NY
14 results found
A convenient service for searching for businesses, places and services
Edward Jones - Financial Advisor: James P Kivlehan
Edward Jones - Financial Advisor: James P Kivlehan is a reputable finance institution located at 32 South Liberty Drive, Stony Point, New York, United States. With a focus on providing personalized financial services, James P Kivlehan offers expert advice and guidance to help clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to invest wisely, Edward Jones - Financial Advisor: James P Kivlehan is dedicated to helping you make informed decisions and secure your financial future.
Merrill Lynch Financial Advisor Courtney Moore
Merrill Lynch Financial Advisor Courtney Moore is a prestigious financial institution located at 225 Liberty Street in New York City. With a focus on providing personalized attention to a limited number of clients, Courtney Moore and her team offer customized services supported by the vast resources of a global institution. Specializing in working with institutional clients such as nonprofit organizations, private foundations, cultural institutions, hospitals, healthcare systems, faith-based organizations, and wealthy families, the team at Merrill Lynch Financial Advisor Courtney Moore creates tailored investment programs to support each client's unique mission and financial goals. Led by Courtney Moore, a Certified Financial Planner (CFP®), Certified Investment Management Analyst (CIMA®), Managing Director, Private Wealth Advisor, Global Institutional Consultant, and Retirement Benefit Consultant, the team is dedicated to helping clients achieve financial stability and long-term success. The team also includes Carlos, a relationship management associate known for his customized service and commitment to exceeding clients' expectations.
Merrill Lynch Financial Advisor Daniel A Humbert
Merrill Lynch Financial Advisor Daniel A Humbert is a reputable finance institution located at 225 Liberty Street in New York, New York, United States. Specializing in providing expert financial advice and guidance, their team of professionals is dedicated to helping clients achieve their financial goals. With a focus on personalized service and tailored financial solutions, Merrill Lynch Financial Advisor Daniel A Humbert is committed to helping individuals and businesses navigate the complexities of the financial world with confidence and success.
Marist College Liberty Partnerships Program
The Marist College Liberty Partnerships Program (LPP) is a collaborative initiative between the New York State Education Department, Marist College, and the Poughkeepsie City School District. Located at 3399 North Road in Poughkeepsie, New York, this program aims to provide opportunities for scholars through partnerships with community-based organizations and local businesses. Exclusively for first-year accepted students, the Admitted Student Day is a tailored program that offers a comprehensive look at what the Marist College LPP has to offer. The program provides access to Marist College facilities, faculty, and students, as well as administrative regulatory oversight. Additionally, LPP students who enter the college through regular admissions are eligible for a merit scholarship, which covers 50% of tuition costs.
Merrill Lynch Financial Advisor Tony Amato
Merrill Lynch Financial Advisor Tony Amato is a finance institution located at 225 Liberty Street in New York, New York, United States. Our mission is to understand you and what matters most to you, in order to design and implement a personalized plan to help you pursue your financial goals while managing investment risk. Our approach focuses on turning goals into reality, whether it's managing future health care expenses, funding a child's education, or planning for retirement. With access to the investment insights of Merrill and banking solutions from Bank of America, we work with you to develop a financial approach that addresses your specific needs. Our team is dedicated to building strong client relationships based on trust and personalized service, supported by the global resources of Merrill. We offer the Merrill Personal Wealth Analysis™ to help build a personalized plan centered on your goals. We understand that life and financial markets can change over time, so we regularly review and adjust your financial approach to help you stay on track towards achieving your goals.
Merrill Lynch Financial Advisor Juan Pablo Sanz Rojas
Merrill Lynch Financial Advisor Juan Pablo Sanz Rojas, located at 225 Liberty Street in New York, is a finance institution committed to understanding your values and helping you achieve your financial goals. With over 11 years of experience in Private Wealth Management, Juan Pablo specializes in developing strategies for High Net Worth families and businesses globally. Fluent in English, Spanish, and French, Juan holds a Certified Investment Management Analyst® (CIMA®) certification and focuses on long-term relationships tailored to each client's unique priorities. At Merrill Lynch Wealth Management, Juan Pablo believes in personalized financial planning centered around your goals and aspirations. By listening to your needs and priorities, he can help you create a customized approach to managing, growing, and preserving your wealth. Through the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, he can provide insights and resources to help you pursue what matters most to you.
Merrill Lynch Financial Advisor Ashish D Mathur
Merrill Lynch Financial Advisor Ashish D Mathur is a renowned finance institution located at 225 Liberty Street, New York, New York, United States. With a strong focus on providing expert financial advice and services, the institution is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to invest, plan for retirement, or manage your wealth, Merrill Lynch Financial Advisor Ashish D Mathur offers personalized solutions tailored to meet your specific needs. Trust in their expertise and experience to guide you towards financial success.
Merrill Lynch Financial Advisor Andrew Byren
Merrill Lynch Financial Advisor Andrew Byren is a finance institution located at 225 Liberty Street, New York, New York, United States. The institution, known as The BMV Group, was formed by John Byren, Daniel Madonia, and Pieter van der Heide in the late 1990s, merging their individual Merrill Lynch Wealth Management practices to provide a higher standard of service and guidance to clients. With over 30 years of experience, The BMV Group consists of 4 Wealth Management Advisors, 3 Client Associates, 1 Business Manager, and 1 Wealth Management Specialist. Their mission is to offer valuable guidance to clients, identify risks, and protect individual goals and objectives. They cater to affluent individuals and families, entrepreneurs, sports and entertainment professionals, and those navigating major financial events. The institution focuses on a select group of clients, tailoring services to their specific needs beyond investments. Merrill Lynch advisors have received recognition from financial industry publications and Bank of America Corporation. They offer personalized investment strategies and comprehensive financial solutions. The team is committed to building strong client relationships based on trust and personalized service. Merrill Personal Wealth Analysis™ helps build a personalized plan centered on goals. The advisors are dedicated to helping clients stay on track to achieve their goals by adapting financial approaches to life changes. With a focus on understanding clients' priorities, the institution offers a customized investment approach to address their needs and pursue their goals. The institution provides the latest investment insights, tips, and strategies to help clients live their best financial life. They hold certifications such as CPWA®, SE-AWMA™, and CRPC™. Investing involves risk, and clients should consult legal and tax advisors before making financial decisions.
Credit Saint by Liberty Tax
Credit Saint by Liberty Tax is a reputable institution located at 3120 Bailey Avenue in Buffalo, New York. Specializing in accounting and finance services, Credit Saint offers expert guidance and solutions to help individuals and businesses manage their credit and financial needs effectively. With a team of experienced professionals, they are dedicated to providing personalized assistance and strategies to improve credit scores and financial health. Whether you are looking to repair your credit or optimize your financial situation, Credit Saint by Liberty Tax is committed to helping you achieve your goals.
Credit Saint by Liberty Tax
Credit Saint by Liberty Tax is a reputable institution located at 2535-B Third Avenue in New York, United States. Specializing in accounting and finance services, Credit Saint offers expert assistance to individuals looking to improve their credit scores and financial health. With a team of experienced professionals, they provide personalized solutions to help clients achieve their financial goals. Whether you are looking to repair your credit or manage your finances more effectively, Credit Saint by Liberty Tax is dedicated to providing top-notch service and support.
Sunny Smiles Program
The Sunny Smiles Program is a non-profit organization based in Liberty, New York, dedicated to providing dental care and oral health education to underserved communities. Our mission is to promote healthy smiles and improve overall well-being through preventative dental services and outreach programs. Located at 25A Carrier Street, our team of dedicated professionals works tirelessly to ensure that everyone has access to quality dental care, regardless of their financial situation. Join us in spreading sunshine and smiles throughout our community.
Sam Loughlin - State Farm Insurance Agent
Sam Loughlin - State Farm Insurance Agent is a trusted insurance agency located at 315 North Main Street in Liberty, New York, United States. Conveniently situated just down the street from Sunoco, our agency offers a range of insurance services to protect you and your loved ones. At Sam Loughlin - State Farm Insurance Agent, we provide valuable tips to help you avoid the dangers of drinking and driving, as well as guidance on how to handle unexpected vehicle breakdowns safely. We also offer information on pet-safe house plants and the importance of avoiding poisonous plants around your furry friends.
United Insurance Brokerage Inc
United Insurance Brokerage Inc is a reputable finance and insurance agency located at 120-19 Liberty Avenue in New York, United States. With a team of experienced brokers, we provide a wide range of insurance products and financial services to meet the diverse needs of our clients. Whether you are looking for auto, home, life, or commercial insurance, we have the expertise to help you find the best coverage at competitive rates. Our commitment to customer satisfaction and personalized service sets us apart as a trusted partner in protecting your assets and securing your financial future. Contact us today to learn more about how we can assist you with your insurance and financial planning needs.
Main Street Insurance
Main Street Insurance is a reputable finance and insurance agency located at 108-05 Liberty Avenue in New York, United States. With a strong presence in the community, Main Street Insurance offers a wide range of insurance products and financial services to meet the needs of individuals and businesses alike. Their team of experienced professionals is dedicated to providing personalized solutions and excellent customer service. Whether you are looking for auto, home, life, or business insurance, Main Street Insurance has you covered. Trust Main Street Insurance to protect what matters most to you.
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