The 30 Best High net worth client service in Brooklyn, New York

30 results found

Hercules Financial Services Group is a reputable accounting and finance institution located at 2901 Avenue I in New York, United States. With a team of experienced professionals, we offer a wide range of financial services including tax preparation, bookkeeping, financial planning, and investment advice. Our goal is to provide personalized and comprehensive financial solutions to help our clients achieve their financial goals. Visit us today to see how we can help you secure your financial future.

Bank of America Private Client Advisor John G Duane is a Senior Vice President at Bank of America Private Bank in Brooklyn, New York. With a deep knowledge of complex financial concerns, John leads a team that delivers personalized wealth management strategies and services to high-net-worth families and individuals. His team includes experienced professionals such as a Relationship Manager, Portfolio Manager, Trust Officer, and other specialists. John is dedicated to helping clients navigate the challenges of managing significant wealth and strives to build strong client relationships based on trust and personal experience. The institution offers a personalized approach, drawing on the resources of Bank of America to help clients achieve their financial goals. Whether clients are looking to preserve wealth, build philanthropic legacies, or plan for future growth, Bank of America Private Bank prioritizes the goals of its clients. The institution values innovation and continually adapts to evolving markets and financial landscapes. Clients can expect disciplined financial strategies and a focus on providing a bridge across generations. It's important to note that Bank of America Private Bank does not provide legal, tax, or accounting advice. Clients should consult their own advisors before making financial decisions. Bank of America Private Bank does not serve in a fiduciary capacity with respect to all products or services, and fiduciary standards do not apply in certain situations.

Bank of America Private Client Advisor Scott Skorobohaty is a financial institution located at 474 Fulton Street in New York, United States. As a private client advisor, Scott Skorobohaty offers personalized financial planning and investment services to high-net-worth individuals. With a focus on building long-term relationships and providing tailored solutions, clients can expect expert advice and guidance to help them achieve their financial goals. Whether it's wealth management, retirement planning, or estate planning, Bank of America Private Client Advisor Scott Skorobohaty is dedicated to helping clients navigate the complexities of their financial portfolios with confidence and peace of mind.

Michael Schwartz is a financial advisor at Ameriprise Financial Services, LLC located at 3105 Quentin Road in New York, United States. He holds several certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise in various areas of financial planning and asset management, ensuring that he can provide comprehensive and personalized financial advice to his clients. Schwartz is dedicated to helping individuals, retirees, small business owners, and high net worth clients achieve their financial goals through strategic investment planning, estate planning, risk management, and retirement planning. His commitment to ethical practices and continuing education sets him apart as a trusted and knowledgeable financial advisor in the industry.

Westchester Matrimonial is a leading institution located at 222 Bloomingdale Road in White Plains, New York, dedicated to providing exceptional legal services in the areas of family law and divorce. Led by Ms. Ressler, the team at Westchester Matrimonial serves clients in various counties in New York, including Manhattan, Queens, Brooklyn, Bronx, Staten Island, Westchester, Rockland, Long Island, Putnam, and Orange. The team at Westchester Matrimonial includes experienced attorneys such as Meredith Jeanne Kenyon, Esq. and Lauren K. Bavero, Esq., who are committed to providing personalized and expert legal representation in matrimonial and family law cases. Ms. Schramek, an Associate Attorney at the firm, brings a wealth of experience and expertise to the team.

Elliot Green Custody Lawyers, located at 32 Court Street in New York, is a law firm specializing in family law matters such as divorce, child custody, domestic violence, and child support. Lead attorney Elliot Green has extensive experience in handling all aspects of divorce cases and is dedicated to guiding clients through the legal process with compassion and expertise. Whether you are facing a high net worth divorce or sensitive domestic violence issues, Elliot Green is committed to achieving the best possible outcome for you and your family. As a family man himself, Elliot Green understands the importance of family law matters and strives to provide realistic and relevant advice to his clients. He is not only a skilled lawyer but also a caring and compassionate advocate for his clients. With over three hundred trials and hearings in Family Court, Elliot Green has the experience and knowledge to effectively represent clients in Brooklyn, Manhattan, Queens, and Staten Island.

Sishodia PLLC is a boutique New York real estate law firm located at 600 3rd Avenue, offering personalized legal solutions to clients ranging from first-time home buyers to seasoned real estate investors. Led by experienced NYC Real Estate Attorney Natalia Sishodia, the firm serves clients buying or selling real estate throughout NY, including Manhattan, Brooklyn, Bronx, Queens, Westchester, Long Island, and the Hamptons. With a reputation for facilitating smooth transactions, Sishodia PLLC offers complimentary consultations, white-glove service, and top-notch representation. Whether you are purchasing a co-op, condo, single-family home, or commercial property, having the guidance of the right attorneys can be invaluable in navigating New York's complex real estate market. Contact Sishodia PLLC today for a free consultation and learn how they can help make your real estate transactions stress-free.

Sunrise, Inc. is a leading finance institution located at 1534 Eastern Parkway in New York, United States. With a strong reputation for providing top-notch financial services, Sunrise, Inc. offers a wide range of financial solutions to meet the diverse needs of its clients. From personal banking to investment services, Sunrise, Inc. is committed to helping individuals and businesses achieve their financial goals. With a team of experienced professionals and a dedication to customer satisfaction, Sunrise, Inc. is the go-to institution for all your financial needs.

Minko Wealth is a reputable finance institution located at 1762 Cropsey Avenue in 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 a wide range of financial planning and investment solutions tailored to meet individual needs. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Minko Wealth is here to help you navigate the complex world of finance with confidence and peace of mind. Contact us today to schedule a consultation and start building a secure financial future.

Cobblestone Wealth Advisors is a leading financial institution located at 8119 7th Avenue in New York, United States. Specializing in accounting and finance services, our team of experienced advisors are dedicated to helping clients achieve their financial goals. With a focus on personalized solutions and exceptional customer service, Cobblestone Wealth Advisors is committed to providing top-notch financial guidance and support to individuals and businesses alike. Trust us to help you navigate the complexities of the financial world and secure a prosperous future.

Chera Wealth Management - Osaic Affiliate Firm is a leading finance institution located at 8302 13th Avenue in New York, United States. Specializing in wealth management services, this firm offers personalized financial solutions to help clients achieve their financial goals. With a team of experienced professionals, Chera Wealth Management provides expert advice and guidance to individuals and businesses looking to grow and protect their assets. Whether you are planning for retirement, investing for the future, or seeking to maximize your wealth, Chera Wealth Management can help you navigate the complex world of finance with confidence and peace of mind.

FIRST CLASS ADVANCE is a premier financial institution located at 1944 Coney Island Avenue in New York, United States. Specializing in providing top-notch financial services, we are dedicated to helping individuals and businesses achieve their financial goals. Our team of experts offers personalized solutions and cutting-edge strategies to ensure our clients receive the best possible service. With a commitment to excellence and a track record of success, FIRST CLASS ADVANCE is the go-to destination for all your financial needs.

Blue Note Capital is a financial institution located at 1413 Avenue J in New York, United States. Specializing in investment management, financial planning, and wealth advisory services, Blue Note Capital provides personalized solutions to help clients achieve their financial goals. With a team of experienced professionals and a commitment to excellence, Blue Note Capital is dedicated to helping clients navigate the complexities of the financial world and secure their financial future.

Amazonia Wealth Management, LLC is a premier finance institution located at 134 North 4th Street in New York, United States. Specializing in wealth management services, our team of experienced professionals helps clients navigate the complexities of financial planning, investment strategies, and asset management. With a commitment to personalized service and tailored solutions, Amazonia Wealth Management, LLC is dedicated to helping individuals and businesses achieve their financial goals and secure their financial future.

Fujiyama Wealth Management, led by Junko Horvath, is a prestigious finance institution located at 300 Cadman Plaza West in New York, United States. With a focus on providing top-tier financial services, Fujiyama Wealth Management offers expert wealth management solutions tailored to meet the unique needs and goals of each client. Whether you're looking to grow your investments, plan for retirement, or protect your assets, Junko Horvath and her team of experienced professionals are dedicated to helping you achieve financial success. Trust Fujiyama Wealth Management to guide you towards a secure and prosperous financial future.

Ashley Elezi - TD Wealth Relationship Manager is a prestigious financial institution located at 2944 Gravesend Neck Road in New York, United States. As a dedicated Relationship Manager at TD Wealth, Ashley Elezi provides personalized financial guidance and expertise to clients seeking to grow and protect their wealth. With a strong commitment to building lasting relationships and delivering exceptional service, Ashley Elezi helps clients navigate the complexities of the financial world with confidence and peace of mind. Whether you are planning for retirement, investing for the future, or managing your assets, Ashley Elezi is here to help you achieve your financial goals.

Bull Tax Accountants is a reputable accounting and finance institution located at 2602 Avenue U in New York, United States. With a team of experienced professionals, we provide a wide range of tax and accounting services to individuals and businesses. Our personalized approach and attention to detail ensure that our clients receive the best possible financial advice and assistance. Whether you need help with tax preparation, bookkeeping, or financial planning, Bull Tax Accountants is here to help you achieve your financial goals.

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.

Donna Dougan - TD Wealth Relationship Manager is a finance institution located at 482-484 Bergen Street in New York, United States. As a trusted financial advisor, Donna Dougan specializes in helping individuals and businesses achieve their financial goals through personalized wealth management strategies. With a strong background in finance and a commitment to providing exceptional service, Donna Dougan is dedicated to building long-lasting relationships with her clients and helping them navigate the complexities of the financial world. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Donna Dougan - TD Wealth Relationship Manager is here to help you every step of the way.

Bay Ridge Financial Group is a premier finance institution located at 9710 3rd Avenue in New York, United States. Our team of experienced professionals provide a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or wealth management, our experts are here to help. With a commitment to personalized service and a dedication to client satisfaction, Bay Ridge Financial Group is your trusted partner in financial success. Contact us today to learn more about how we can help you secure your financial future.

The Capitol is a prestigious real estate agency located at 776 6th Avenue in the heart of New York City, United States. With a reputation for excellence and unparalleled customer service, The Capitol is dedicated to helping clients find their dream homes or investment properties in the bustling metropolis. Their team of experienced agents are experts in the local market and are committed to providing personalized guidance and support throughout the buying or selling process. Whether you're looking for a luxury penthouse in Manhattan or a cozy townhouse in Brooklyn, The Capitol is the go-to agency for all your real estate needs in the Big Apple.

Executive Flights is a luxury travel agency located at 552 East New York Avenue in New York, United States. The agency caters to high-profile clients like Emir Bahadir, offering exclusive deals and top-notch service for their jet-setting needs. Founded by Yosef Rosenzweig, Executive Flights specializes in providing personalized travel options for those seeking comfort and luxury in their journeys. With a reputation for securing the best deals and accommodations for their clients, Executive Flights has quickly gained a global clientele who value the convenience and excellence of their services. Whether you're a frequent traveler like Emir Bahadir or simply seeking a luxurious travel experience, Executive Flights is the go-to agency for all your travel needs.

Ali Dav Associates Inc is a finance institution located at 4822 8th Avenue in New York, United States. We specialize in providing a wide range of financial services to individuals and businesses, including investment management, financial planning, and retirement planning. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Visit us today to learn more about how we can help you reach your financial goals.

Welcome to Beyond Texture, your premier luxury curl boutique salon nestled in the vibrant neighborhood of Crown Heights, Brooklyn. Located at 755 Nostrand Avenue, we specialize in celebrating and nurturing all naturally textured hair. Our mission is to unify cultures through texture education, guiding you on both an emotional and physical journey to embrace your unique crown—because your hair journey is always Beyond Texture. Step into our haven and embark on your natural curl journey with us. Whether you're visiting us for the first time or are a returning guest, we ensure a personalized experience tailored to your curl needs. Discover our New Guest Experience, designed to introduce you to the bespoke services we offer.

Welcome to Vacca Family Law Group, your trusted partner in navigating the complexities of family law with a focus on peaceful and amicable resolutions. Located at 60 East 42nd Street in the heart of Manhattan, New York, we are dedicated to helping you dissolve your marriage without the need for litigation. Our compassionate team is committed to addressing the emotional, financial, and legal aspects of divorce, ensuring that each client's unique circumstances are understood and respected. At Vacca Family Law Group, we specialize in collaborative divorce processes, offering creative and sometimes unconventional solutions tailored to your needs. Our experienced attorney mediators guide you and your spouse toward amicable agreements, minimizing conflict and keeping control in your hands rather than in the courtroom.

Morgan Legal Group | Trusts & Estate Planning Southampton NY Welcome to Morgan Legal Group, your trusted partner in comprehensive estate planning and trusts services located at 33 Flying Point Road, Southampton, New York. As a specialized law firm, we are dedicated to addressing each client’s unique needs with personalized attention and expert guidance.

Welcome to Flagstar Private Banking, your trusted partner in financial excellence, conveniently located at 6321 New Utrecht Avenue, Brooklyn, New York 11219. As a premier provider in the realms of ATM, banking, and finance services, we are dedicated to offering personalized financial solutions tailored to meet your unique needs. At Flagstar Private Banking, we pride ourselves on delivering exceptional customer service, ensuring that each client receives the attention and expertise they deserve. Whether you're managing personal finances, seeking investment opportunities, or in need of convenient ATM services, our team of seasoned professionals is here to guide you every step of the way.

Welcome to Schonfeld Wealth Management Located at 1008 East 5th Street, Brooklyn, New York, Schonfeld Wealth Management is your trusted partner in navigating the complexities of wealth management. Our firm is dedicated to providing customized and objective investment management solutions that prioritize your financial aspirations.

Welcome to Flagstar Private Banking, your trusted partner in financial excellence located in the heart of Brooklyn at 9003 3rd Avenue, New York, 11209. As a premier provider of ATM, banking, and financial services, we are dedicated to meeting the unique needs of our clients with personalized solutions and expert guidance. At Flagstar Private Banking, we prioritize your financial well-being and strive to deliver exceptional service in a secure and welcoming environment. Whether you're managing daily transactions or planning for long-term financial goals, our experienced team is here to support you every step of the way. Visit us today and experience the difference Flagstar Private Banking can make in your financial journey.

Welcome to Prestige Home Buyers, your trusted partner in selling your home quickly and hassle-free! Located at 198 Charter Oaks Avenue, Brentwood, New York, we specialize in providing homeowners across Long Island with a seamless and stress-free way to sell their properties for cash. At Prestige Home Buyers, we believe in empowering you to sell on your terms. Our process is designed to eliminate the traditional headaches associated with selling a home. We buy houses in any condition, and you don’t even need to clean or make repairs. Say goodbye to commissions, fees, and lengthy waiting periods. With us, you can get a no-obligation cash offer and close the deal in as little as five days!