TOP 10 Healthcare financial planning in New York, New York

LTC Financial Partners is a comprehensive financial, health, and insurance agency located at 50 Laffin Lane in Poughkeepsie, New York, United States. Our team of experienced professionals is dedicated to helping individuals and families plan for their long-term care needs, providing expert advice and personalized solutions to ensure financial security and peace of mind. Whether you are looking for insurance coverage, retirement planning, or assistance with healthcare decisions, LTC Financial Partners is here to help you navigate the complexities of long-term care planning and make informed choices for your future. Contact us today to learn more about our services and how we can assist you in achieving your financial and healthcare goals.

Daffodil Reid-Alexander, Bankers Life Agent and Bankers Life Securities Financial Representative located in Fishkill, NY, offers a wide range of insurance options from Bankers Life and other reputable companies. Specializing in Medicare Advantage plans, our agents can help you find the right coverage for your needs. With the rising costs of healthcare, planning for long-term care is essential. Let us help you start planning for the future and have important discussions with your loved ones. Visit us at 300 Westage Business Center Drive in Fishkill, New York to learn more about our services.

Health Insurance Plan is a reputable insurance agency located at 1235 Linden Boulevard in New York, United States. We specialize in providing comprehensive health insurance coverage to individuals and families, ensuring they have access to quality healthcare services when they need it most. Our experienced team is dedicated to helping clients find the right insurance plan that fits their needs and budget. With our commitment to customer satisfaction and expert guidance, you can trust Health Insurance Plan to provide you with the peace of mind knowing you are covered in any medical situation. Contact us today to learn more about our services and how we can help you protect your health and well-being.

Sandriene Simon, Bankers Life Agent and Bankers Life Securities Financial Representative, located at 2913 Avenue W in New York, offers a wide range of insurance options from top providers such as Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Specializing in Medicare Advantage plans, our agents can help you find the right coverage for your needs. With options that include prescription drug coverage and low monthly premiums, we make it easy to navigate the complex world of healthcare insurance. In addition, we understand the importance of long-term care planning in today's aging population and rising healthcare costs. Let us help you prepare for the future and start planning your next steps today.

Health Insurance Plan-Greater is a reputable insurance agency located at 300 Bay Shore Road in North Babylon, New York. We specialize in providing comprehensive health insurance plans for individuals and families in the United States. Our experienced team is dedicated to helping our clients find the perfect coverage to meet their healthcare needs and budget. Contact us today to learn more about our services and how we can assist you in securing the right health insurance plan for you and your loved ones.

Affinity by Molina Healthcare is a health insurance agency located at 857 Flatbush Avenue in New York, United States. They are dedicated to providing quality healthcare coverage and support to their members. With a focus on building strong relationships and understanding the needs of their community, Affinity by Molina Healthcare strives to offer comprehensive and affordable insurance options. Their team of professionals is committed to promoting health and wellness, while also ensuring access to necessary medical services. Whether you are looking for individual or family coverage, Affinity by Molina Healthcare is here to help you navigate the complex world of healthcare insurance.

The Harbor Group of New York is a reputable health insurance agency located at 80G Montauk Highway in Amityville, New York. With a focus on providing top-notch insurance services to individuals and families, The Harbor Group is dedicated to helping clients navigate the complex world of healthcare coverage. Their experienced team of professionals is committed to finding the best insurance solutions tailored to each client's specific needs. Whether you are looking for health insurance for yourself or your family, The Harbor Group of New York is here to help you find the right plan for your needs.

Senior Healthcare Solutions is a leading health insurance agency located at 57 West Main Street in Babylon, New York. We specialize in providing comprehensive healthcare solutions for seniors, offering a range of insurance plans tailored to meet their specific needs. Our experienced team is dedicated to helping seniors navigate the complex world of healthcare insurance, ensuring they receive the coverage and support they deserve. Contact us today to learn more about how Senior Healthcare Solutions can help you achieve peace of mind and security in your healthcare coverage.

Russell White, Bankers Life Agent and Bankers Life Securities Financial Representative in Syracuse, NY, offers a comprehensive range of insurance options provided by Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Specializing in Medicare Advantage plans, our agents can help you find the right coverage tailored to your needs. With the rising costs of healthcare and the inevitability of long-term care needs, it is crucial to start planning for the future. Visit us at 231 Salina Meadows Parkway, Syracuse, New York, United States to begin securing your financial well-being today.

Mark Banac, Bankers Life Agent and Bankers Life Securities Financial Representative is an insurance agency located at 231 Salina Meadows Parkway in Syracuse, New York. Our team of agents offer a wide range of insurance options, including products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. As a Financial Advisor with Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc., Mark Banac can help you navigate the complexities of Medicare and compare Medicare Advantage plans to find the right coverage for your needs. Medicare Advantage Plans offer similar coverage to Original Medicare Parts A and B, with the added benefit of prescription drug coverage and an annual maximum out of pocket limit.

LTC Financial Partners is a leading finance, health, and insurance agency located at 119 Mill Spring Road in Manhasset, New York, United States. Our dedicated team of experts specializes in providing comprehensive long-term care planning solutions to help individuals and families protect their assets and ensure peace of mind for the future. With a focus on personalized service and tailored financial strategies, LTC Financial Partners is committed to helping clients navigate the complexities of long-term care insurance and healthcare planning. Contact us today to learn more about how we can assist you in securing your financial future.

Myra Schroeder, Bankers Life Agent and Bankers Life Securities Financial Representative, located at 6225 Sheridan Drive, Williamsville, New York, offers a wide range of insurance options from top providers such as Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Andrea Grajeda, also a Financial Representative at this institution, can assist you in comparing Medicare Advantage plans to find the best coverage for your needs. With options for prescription drug coverage and low monthly premiums, Medicare Advantage Plans provide comprehensive healthcare solutions. As the need for long-term care becomes increasingly important, our agents are here to help you plan for the future and have important discussions with your loved ones. Contact us today to start preparing for what's ahead.

Mintco Financial, Inc. is a finance, health, and insurance agency located at 4444 Main Street, Buffalo, New York, United States. At Mintco Financial, we offer a range of financial services including insurance and health plans. Our institution is committed to protecting the privacy and security of personally identifiable information, in compliance with federal laws. We provide various financial options, including loans ranging from $5,000 to $50,000, and insurance coverage up to $1,000,000. Visit our website for more information on our services and offerings. Please note that Mintco Financial, Inc. is not the Health Insurance Marketplace website. For a complete list of Qualified Health Plan options in your state, visit HealthCare.gov.

Zachary Kane is a Bankers Life Agent and Bankers Life Securities Financial Representative located at 646 Plank Road in New York, United States. Specializing in insurance services, Zachary Kane offers a variety of options from top providers such as Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. As a Financial Representative, Zachary Kane can also assist with Medicare Advantage plans, providing a comprehensive alternative to Original Medicare Parts A and B. With a focus on long-term care planning and the rising costs of healthcare, Zachary Kane is dedicated to helping clients prepare for the future and have important discussions with their loved ones. If you're ready to take the next steps in securing your financial future, Zachary Kane is here to help.

RLC Financial is a reputable institution located in Poughkeepsie, New York, United States. Specializing in health financing, RLC Financial provides a range of financial services tailored to meet the unique needs of healthcare professionals and organizations. With a team of experienced financial experts, RLC Financial is dedicated to helping clients navigate the complex financial landscape of the healthcare industry. Whether you are looking to secure funding for your practice, manage your investments, or plan for retirement, RLC Financial is committed to providing personalized solutions to help you achieve your financial goals.

At Morgan Legal Group PC | Estate Planning Lawyer Buffalo, we specialize in providing personalized and comprehensive estate planning services to clients in Buffalo, New York. Our team of experienced professionals is dedicated to meeting the specific needs and requests of each client, ensuring that their assets and affairs are properly managed both during their lifetime and after their passing. Unlike many large law firms, we prioritize direct communication with our clients, allowing them to speak to an attorney whenever they have a question or concern. Our team takes pride in promptly returning all phone calls, emails, and inquiries, providing qualitative personalized service every step of the way.

Merrill Lynch Financial Advisor David Towers is located at 205 South Salina Street in Syracuse, New York, United States. As a finance institution, we provide personalized financial advice and guidance to help you develop a customized financial strategy based on your risk tolerance, time horizon, and liquidity needs. Our team of experienced professionals at Merrill Lynch Wealth Management is dedicated to building strong client relationships built on trust and personalized service. At our institution, we focus on what matters most to you - your family, goals, and priorities. We start every relationship with a conversation to identify and prioritize your financial goals, whether it's transferring wealth to the next generation, planning for retirement, or funding a child's education. Our Investment Personality Assessment helps us understand your investing preferences and customize a financial approach to help you pursue your goals.

Adirondack Financial Services, located at 185 Genesee Street in Utica, New York, is a finance institution that serves as financial partners for both individuals and organizations. Offering a full-suite of financial planning services, they are a one-stop-shop for all your financial needs, from benefits to investments. AFS prioritizes building relationships with their clients, taking the time to listen and understand their unique goals and needs in order to provide custom financial, retirement, and employee benefits solutions. With a commitment to putting their clients first, AFS offers concierge-quality service and a wide range of programs and services to help keep you informed, compliant, and on track. They also provide helpful content on topics such as retirement plan contribution limits, self-funding healthcare plans, Medicare, and managing unhealthy coping mechanisms. Advisory services are offered through Adirondack Financial Services Corp, while broker-dealer services are offered through Hazard & Siegel Inc. AFS and Hazard & Siegel are separate and unaffiliated entities. Stay informed and up to date on the latest financial and benefits trends by subscribing to their useful information updates.

losing money when you invest in securities. Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets. Wealth management, as the name suggests, involves managing your wealth in a way that can help you achieve your financial goals. This can involve a variety of services, including investment management, financial planning, retirement planning, estate planning, tax planning, and more. Merrill Lynch Financial Advisor Max Myers, located at 75 Rockefeller Plaza in New York, offers personalized wealth management services to affluent clients. Max takes a Goals-Based Wealth Management approach, focusing on understanding each client's risk tolerance and life objectives to help them achieve their short, medium, and long-term financial goals. With a background in finance and management, Max has years of experience managing relationships with high-net-worth individuals and institutions.

Merrill Lynch Financial Advisor Kurt Kempkes is a finance institution located at 75 Rockefeller Plaza, New York, New York, United States. The Heptig Kempkes Group believes in building strong relationships through teamwork and involvement, offering financial advice and guidance to clients. With access to the global investment capabilities of Merrill and the banking convenience of Bank of America, the institution aims to be your primary source for financial planning. The team at Merrill Lynch can help you identify and prioritize your financial goals, whether it's funding education, planning for retirement, covering healthcare costs, or preserving wealth. By creating a personalized financial strategy aligned with your goals, the advisors work to help you manage, grow, and preserve your wealth. The institution offers a transparent and disciplined approach to managing wealth, putting you at the center of the process. With the support of Merrill's investment insights and Bank of America's banking solutions, the team is dedicated to helping you pursue your goals and navigate life's inevitable changes. Through one-on-one relationships with Merrill Lynch Wealth Management Advisors, you can receive personalized investment strategies tailored to your needs and aspirations. Let the team at Merrill Lynch Financial Advisor Kurt Kempkes help you achieve your financial goals and live your best financial life.

Merrill Lynch Financial Advisor Zachary N Howland, located at 75 Rockefeller Plaza in New York, is dedicated to understanding your values and helping you achieve your financial goals. Zachary N. Howland, CPWA®, CFP®, focuses on providing excellent service and timely financial advice to a select group of families across the country, including senior corporate executives, healthcare professionals, business owners, and professional athletes. With a team of talented individuals committed to building strong client relationships based on trust and personalized service, Merrill Personal Wealth Analysis™ can help build and document a personalized plan centered on your goals. By getting to know you personally and understanding your aspirations, Zachary can help you design and implement a personalized plan intended to help you pursue your financial goals while managing investment risk. With access to the investment insights of Merrill and banking solutions from Bank of America, Zachary can work with you to develop an approach designed to address your financial needs. Whether you're planning for retirement, saving for a home, or passing wealth to future generations, Zachary N Howland is committed to helping you achieve your goals.

Merrill Lynch Financial Advisor Philip Siegel is located at 1305 Walt Whitman Road in Melville, New York, United States. With a focus on wealth planning, Phil brings innovative ideas to successful individuals in various industries, such as sports and entertainment, technology, and healthcare. He is dedicated to building strong relationships with his clients and helping them make important financial decisions for themselves and their families. Phil is a Certified Financial Planner™ and Chartered Retirement Planning CounselorSM, with a Bachelor's degree in Finance from The George Washington University. He believes in a defined process for building wealth, emphasizing strategies that can create long-term results. Phil works closely with clients to understand their goals, risk tolerance, and investment objectives, creating personalized asset allocation plans that may include dividend-paying stocks, technology companies, ETFs, and alternative investments.

Sue Izyk, Bankers Life Agent and Bankers Life Securities Financial Representative is a reputable insurance agency located at 231 Salina Meadows Parkway, Syracuse, New York, United States. Susan Izyk, the financial advisor, offers a wide range of insurance options from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Specializing in Medicare Advantage plans, Sue Izyk can help you find the right coverage that suits your needs. With the rising costs of healthcare and the importance of long-term care planning, it is crucial to start preparing for the future. Contact Sue Izyk today to begin planning your next steps towards financial security.

Merrill Lynch Financial Advisor J. Austin Houlding, located at 50 Fountain Plaza in Buffalo, New York, is a finance institution dedicated to providing personalized financial advice and guidance. The team at Sebastian, Awner, Houlding, Spagnolo Group believes in building strong relationships through teamwork and involvement, offering access to the global investment capabilities of Merrill and the banking convenience of Bank of America. They strive to be your primary source for financial planning, helping you prioritize and achieve your personal goals, whether it's funding education, planning for retirement, covering healthcare costs, or preserving wealth. Recognized for their exemplary client service, the team has been featured in various financial industry publications, including Forbes and Barron's. They offer a goals-based wealth management approach that puts you at the center of the process, ensuring that your unique priorities and needs are addressed. By utilizing the Investment Personality Assessment, they tailor their financial approach to align with your goals and preferences, helping you make informed decisions at every stage of life.

Merrill Lynch Financial Advisor Matthew E. Ryan is located at 50 Fountain Plaza, Buffalo, New York, United States. Specializing in finance, DBSR & Associates believes in building strong relationships through teamwork and involvement. Their team of advisors and wealth management client associates provide access to the global investment capabilities of Merrill and the banking convenience of Bank of America. Their goal is to be your primary source for financial advice and guidance, offering dedication and diligence at every step of the financial planning process. The team at DBSR & Associates works together to offer a personalized strategy that prioritizes your goals and puts you at the center of the planning process. They can assist with a variety of financial needs, such as funding education, planning for retirement, covering healthcare costs, and preserving wealth. By developing a personalized financial strategy aligned with your goals, they aim to help you manage, grow, and preserve your wealth for the long term.

LTC Financial Partners is a leading finance, health, and insurance agency located at 193 Barnsdale Avenue in West Seneca, New York, United States. Specializing in long-term care planning, the institution offers comprehensive financial and insurance solutions to help individuals and families prepare for their future healthcare needs. With a team of experienced professionals, LTC Financial Partners is dedicated to providing personalized and expert guidance to clients seeking to secure their financial well-being and protect their health. Whether you are looking for long-term care insurance or assistance with financial planning, LTC Financial Partners is committed to helping you make informed decisions and achieve peace of mind for the years ahead.

Merrill Lynch Financial Advisor William P McCarthy, located at 1241 Pittsford Victor Road in Pittsford, New York, is a finance institution dedicated to helping individuals and families prepare for retirement. With a commitment to clients' best interests and a reputation for consistent wealth management, the team focuses on understanding long-term retirement goals to ensure income lasts, cover healthcare costs, and preserve wealth. By emphasizing the role of Investor Behavior, the institution employs a Disciplined Allocation strategy to guide emotion in the investment process and maximize successful outcomes. Advisors work collaboratively with clients to develop personalized investment strategies aligned with their goals, taking into account risk tolerance, time horizon, and investment style. Recognized by Forbes as "Best-in-State Wealth Advisors," the team at Merrill Lynch is supported by global resources and experienced individuals dedicated to building strong client relationships based on trust and personalized service. Through tools like Merrill Personal Wealth Analysis™, clients can create and adapt financial plans centered on their goals and aspirations. With a focus on understanding clients personally, Merrill Lynch Wealth Management Advisors offer tailored investment approaches to address individual needs and pursue financial goals.

Located at 1325 Franklin Avenue in Garden City, New York, Merrill Lynch Financial Advisor Daniel F Ceriano is a finance institution that offers personalized wealth management services. As part of CDB Wealth Management, the team believes in building strong relationships through teamwork and involvement, utilizing the global investment capabilities of Merrill and banking convenience of Bank of America. The advisors and client associates at CDB Wealth Management are dedicated to providing financial advice and guidance tailored to each client's individual goals and priorities. The team at CDB Wealth Management focuses on putting the client at the center of the planning process, offering access to global investing capabilities and banking solutions to help identify and prioritize personal goals. Whether it's planning for education expenses, retirement, healthcare costs, or wealth preservation, the team works with clients to develop a personalized financial strategy aligned with their goals.

Merrill Lynch Financial Advisor Matthew A Roache, located at 1305 Walt Whitman Road in Melville, New York, offers personalized financial planning services tailored to your life priorities. The Miranda Wealth Management Group takes a holistic approach to investing, focusing on integrity, attention, and hard work to ensure that each client's financial situation and desires are fully understood. By collaborating with tax advisors and attorneys, the team ensures that all aspects of your financial strategy work together seamlessly. Specializing in high net worth individuals, families, and businesses, Merrill Lynch Financial Advisor Matthew A Roache provides customized recommendations for investment management, retirement planning, insurance, trust and estate planning services, and lending. With access to resources from Merrill Lynch Wealth Management, Bank of America Private Bank, and Bank of America, N.A., the team can help you achieve a balance between building wealth and reducing risk.

Merrill Lynch Financial Advisor Gerald Slattery is located at 50 New York 111, Village of the Branch, New York, United States. Gerry is a Senior Vice President and Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in retirement planning. He holds the Chartered Retirement Planning Counselor (CRPC) designation and the Certified Plan Fiduciary Advisor (CPFA) certification. Gerry graduated Magna cum Laude from the New York Institute of Technology in 1988 with a B.S. in Business Administration. At Merrill Lynch Wealth Management, Gerry focuses on building personalized plans centered on your goals and what you want to achieve. He believes in understanding your aspirations and priorities, whether it's transferring wealth to the next generation, pursuing your passions, or planning for future expenses like healthcare or education. By utilizing the Investment Personality Assessment, Gerry can tailor a financial approach that aligns with your investing preferences and goals.