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

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Vincent De Vita - Private Wealth Advisor, Ameriprise Financial Services, LLC is a prestigious finance institution located at 1430 Broadway, New York, New York, United States. Vincent De Vita holds multiple certifications and designations 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 cover a wide range of financial planning and investment topics, ensuring that Vincent De Vita is well-equipped to provide expert advice and services to clients. Whether you are seeking assistance with asset management, retirement planning, estate planning, investment strategies, insurance products, or any other financial need, Vincent De Vita has the knowledge and expertise to help you achieve your financial goals. With a commitment to ethics and ongoing education, Vincent De Vita is dedicated to providing top-notch financial services to individuals, retirees, small business owners, high net worth clients, and more. Contact Vincent De Vita - Private Wealth Advisor, Ameriprise Financial Services, LLC today for personalized financial guidance and support.

George Lukovenko is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 1430 Broadway, New York, New York, United States. He holds various 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®. George Lukovenko specializes in providing comprehensive financial planning services for individuals, retirees, small business owners, high net worth clients, and those planning for retirement. He is committed to upholding the highest standards of ethics and professionalism in the field of finance.

Daniel Buckley is a Financial Advisor at Ameriprise Financial Services, LLC located at 2025 Richmond Avenue in New York, United States. Daniel holds several prestigious 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®. Daniel is dedicated to providing expert financial advice and services to individuals, retirees, small business owners, high net worth clients, and seniors. With a comprehensive knowledge of asset management, investment strategies, estate planning, retirement planning, insurance products, and more, Daniel is committed to helping clients achieve their financial goals. Contact Daniel Buckley at Ameriprise Financial Services, LLC for personalized and professional financial guidance.

Eric P Storberg is a financial advisor at Ameriprise Financial Services, LLC located at 1 Teleport Drive in New York, United States. Eric holds various 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®. With extensive knowledge and expertise in various financial planning areas, Eric is dedicated to providing comprehensive and tailored financial solutions to individuals, retirees, small business owners, and high net worth clients. Whether you are looking for retirement planning, estate planning, investment management, or insurance products, Eric is committed to helping you achieve your financial goals. Contact Eric P Storberg today for expert financial advice and personalized wealth management services.

Michael Salmon, a financial advisor at Ameriprise Financial Services, LLC, located at 122 East 42nd Street, New York, New York, United States, offers expert guidance on managing finances and investments. With a background in finance and qualifications verified on FINRA's BrokerCheck website, Michael Salmon helps clients navigate the complexities of the market to achieve their financial goals. Whether discussing stock prices, bull market rallies, or financial planning concepts, Michael Salmon provides personalized advice tailored to each client's needs. As a member of FINRA and SIPC, Ameriprise Financial Services, LLC prioritizes privacy and security, ensuring that clients receive top-notch service and support. Contact Michael Salmon today to start a conversation about what matters most to you and your financial future.

Andrew Cohen - Financial Advisor, Ameriprise Financial Services, LLC, located in New York, New York, United States, offers a wide range of financial services to meet the diverse needs of individuals. Andrew Cohen is a certified 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® professional. With expertise in asset management, retirement planning, estate planning, investment strategies, and more, Andrew Cohen is dedicated to providing top-quality financial advice and services to clients. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, Andrew Cohen can help you navigate the complex world of finance with confidence and peace of mind.

Chris McIlraith is a Financial Advisor at Ameriprise Financial Services, LLC, located at 200 West 41st Street in New York, New York, United States. Chris 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®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMATM, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Chris is dedicated to providing expert financial advice and services to individuals, retirees, small business owners, high net worth clients, and seniors. Whether you need assistance with asset management, estate planning, retirement planning, investment opportunities, insurance products, or tax planning, Chris has the knowledge and expertise to help you achieve your financial goals. Contact Chris McIlraith at Ameriprise Financial Services, LLC for personalized financial guidance tailored to your specific needs and objectives.

Joseph Femia is a Financial Advisor at Ameriprise Financial Services, LLC located at 427 Bedford Road, Pleasantville, New York, United States. With a range of certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Joseph Femia is dedicated to providing expert financial advice to individuals and businesses. Specializing in asset management, retirement planning, estate planning, and investment strategies, Joseph Femia is committed to helping clients achieve their financial goals. Whether you are a retiree, small business owner, high net worth individual, or in need of specialized financial planning for divorce or special needs situations, Joseph Femia has the expertise to guide you through complex financial decisions. With a strong focus on ethics and professionalism, Joseph Femia is a trusted advisor in the field of finance.

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.

Brian Conlon is a Financial Advisor at Ameriprise Financial Services, LLC located in New York, United States. With a range of certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Brian Conlon is equipped to provide expert financial advice to individuals, retirees, small business owners, and high net worth clients. Specializing in asset management, estate planning, investment strategies, and insurance products, Brian Conlon is dedicated to helping clients achieve their financial goals. Whether you are looking for retirement planning, wealth transfers, or investment opportunities, Brian Conlon can provide tailored solutions to meet your needs. Contact Brian Conlon at Ameriprise Financial Services, LLC for comprehensive financial advice and expertise.

Ralph Fatigate - Financial Advisor, Ameriprise Financial Services, LLC, located at 767 3rd Avenue, New York, New York, United States, offers a wide range of financial services and expertise. Ralph Fatigate holds various 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®, CFP®, 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®. With a focus on providing tailored financial solutions for individuals, retirees, small business owners, high net worth clients, seniors, and those planning for retirement, Ralph Fatigate is committed to upholding a high standard of ethics and professionalism in the financial industry. Whether you need help with asset management, estate planning, investment strategies, retirement planning, or insurance products, Ralph Fatigate is equipped to assist you in achieving your financial goals. Contact Ralph Fatigate - Financial Advisor, Ameriprise Financial Services, LLC, for expert guidance and personalized financial planning services.

Gerald Di Chiara - Financial Advisor, Ameriprise Financial Services, LLC is a prestigious finance institution located at 530 5th Avenue, New York, New York, United States. The institution offers a range of financial services and is staffed with professionals who hold various certifications and designations such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planners™, 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 and designations ensure that the advisors at Gerald Di Chiara are well-equipped to provide expert financial advice and services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. Whether you need assistance with asset management, estate planning, retirement planning, investment strategies, or insurance products, the professionals at Gerald Di Chiara are dedicated to helping you achieve your financial goals.

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.

Ross Weiner - Financial Advisor, Ameriprise Financial Services, LLC, located at 530 5th Avenue, New York, New York, United States, specializes in providing comprehensive financial planning services. Ross Weiner holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. With expertise in asset management, estate planning, retirement planning, and investment strategies, Ross Weiner is dedicated to helping clients achieve their financial goals. Whether you are a retiree, small business owner, or high net worth individual, Ross Weiner can provide tailored advice to meet your specific needs. Additionally, Ross Weiner offers specialized services for domestic partners, seniors, and those going through a divorce. With a commitment to ethics and ongoing education, Ross Weiner is a trusted advisor in the financial industry.

Vicki W Li is a Financial Advisor at Ameriprise Financial Services, LLC located at 530 5th Avenue in New York, New York, United States. Vicki W Li holds multiple 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®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Vicki W Li is dedicated to providing expert financial advice and services to individuals, retirees, small business owners, and high net worth clients, with a focus on asset management, investment strategies, estate planning, retirement planning, and risk management. As a Certified Military Financial Advisor®, Vicki W Li is also trained to serve veterans and active duty military personnel. With a commitment to ethics and ongoing education, Vicki W Li is well-equipped to help clients make informed financial decisions and achieve their financial goals.

Gabriel Sakellaridis is a Financial Advisor at Ameriprise Financial Services, LLC, located at 767 3rd Avenue, New York, New York, United States. With a range of certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Gabriel Sakellaridis offers expert financial advice tailored to individual needs. Specializing in areas such as asset management, retirement planning, estate planning, and investment strategies, Gabriel Sakellaridis is dedicated to providing comprehensive and personalized financial services to clients. Whether you are a retiree, small business owner, or high net worth individual, Gabriel Sakellaridis has the expertise and knowledge to help you achieve your financial goals.

Raymond James Financial Services is a leading finance institution located at 900 South Avenue in New York, United States. With a reputation for excellence and a commitment to providing top-notch financial services, Raymond James is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, the experienced professionals at Raymond James are here to help. Trust in Raymond James Financial Services for all your financial needs.

Daniel R Masiello is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 1 Teleport Drive in New York, United States. He holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, retirement planning, estate planning, and investment strategies. With a focus on providing personalized financial advice, Daniel R Masiello is dedicated to helping individuals achieve their financial goals and secure their financial future. Whether you are a retiree, small business owner, or high net worth client, Daniel R Masiello has the knowledge and experience to guide you through important financial decisions. Partner with Daniel R Masiello for comprehensive wealth management services tailored to your unique needs.

Michael Marracello is a Financial Advisor at Ameriprise Financial Services, LLC located at 1 Teleport Drive in New York, United States. He holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating his expertise in asset management, estate planning, retirement planning, and investment strategies. Michael Marracello is dedicated to providing personalized financial advice to individuals, retirees, small business owners, and high net worth clients. He is committed to upholding high ethical standards and continuously expanding his knowledge to better serve his clients. Contact Michael Marracello today for comprehensive financial planning services tailored to your specific needs.

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.

Rare Tax Services is a reputable accounting and finance institution located at 2024 3rd Avenue in New York City, New York. Our team of experienced professionals specializes in providing top-notch tax services to individuals and businesses alike. With a strong commitment to accuracy and efficiency, we strive to help our clients navigate the complexities of tax laws and regulations. Whether you need assistance with tax preparation, planning, or audit representation, Rare Tax Services is here to help you achieve your financial goals. Trust us to provide personalized solutions tailored to your specific needs.

K&E Income Tax Service is a reputable institution located at 1849 Anthony Avenue in New York, United States. Specializing in accounting and finance services, our team of experts is dedicated to helping individuals and businesses navigate the complexities of tax preparation and financial planning. With years of experience and a commitment to personalized service, we strive to provide our clients with the knowledge and resources they need to achieve their financial goals. Trust K&E Income Tax Service to handle all of your tax and financial needs with professionalism and expertise.

New York Life Insurance: Efraim Schnitzer is a reputable insurance agency located at 1983 Marcus Avenue, New Hyde Park, New York. With a focus on providing quality insurance products and services to individuals and families, this institution is dedicated to helping clients protect their financial futures. Efraim Schnitzer and his team of experienced professionals offer personalized insurance solutions tailored to meet the unique needs of each client. Whether you are looking for life insurance, retirement planning, or investment options, New York Life Insurance: Efraim Schnitzer is committed to helping you achieve your financial goals. Contact them today to learn more about their services and how they can help you secure a brighter tomorrow.

Gold Crown Services LLC is a trusted finance institution located at 340 Harris Hill Road in Williamsville, New York. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients. Whether you need assistance with investments, retirement planning, or wealth management, we are here to help you achieve your financial goals. With a focus on personalized service and attention to detail, Gold Crown Services LLC is committed to helping you secure a prosperous financial future.

Luxuriant Notary Services is a trusted provider of mobile notary and fingerprinting services in New York City. Our team is trained by nationally recognized organizations to ensure the highest level of professionalism and expertise. Located at 3425 Boston Road, New York, our finance institution offers a range of services to meet your notary needs. Please note that we are not attorneys and cannot provide legal advice. For any questions about your documents, we recommend consulting with a lender, title company, or attorney. Trust Luxuriant Notary Services for all your notary needs in NYC.

Debra Del Nero is a Financial Advisor at Ameriprise Financial Services, LLC located at 3504 James Street, Syracuse, New York, United States. Debra holds various 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®. Debra is dedicated to providing expert financial advice and planning services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. Whether you need assistance with asset management, estate planning, investment strategies, retirement planning, insurance products, or any other financial needs, Debra Del Nero has the knowledge and expertise to help you achieve your financial goals.

Financial Service Partners, located at 900 Jefferson Road in Rochester, New York, is a finance institution that brings together a team of highly qualified and experienced professionals. We offer a "one stop financial service" approach, providing our clients with a network of financial partners to choose from based on their individual needs and goals. Our priority is building high quality relationships with our valued clients. Leigh Baldwin & Co., LLC is registered to conduct business in a wide range of states, including AL, AZ, AR, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, ME, MD, MI, MN, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY. Julian J. Ruiz, Jr is registered to conduct business in NY, PA, and FL.

Todd M Stepniewski is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 500 North Broadway, Jericho, New York, United States. Todd holds various 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®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Todd's expertise includes asset management, investment strategies, retirement planning, estate planning, risk management, and financial planning for individuals, retirees, small business owners, and high net worth clients. Todd is dedicated to providing comprehensive and personalized financial advice to help clients achieve their financial goals.

Long Island Private Wealth Management - UBS Financial Services Inc. is a prestigious financial institution located at One Jericho Plaza in Jericho, New York. Specializing in wealth management services, they provide tailored financial solutions for affluent clients looking to grow and protect their assets. With a team of experienced financial advisors, they offer personalized investment strategies, retirement planning, estate planning, and more. Their commitment to excellence and dedication to client success sets them apart as a top choice for individuals seeking expert financial guidance.

Bank of America Private Client Advisor William Ayers, located at 300 Broadhollow Road, Melville, New York, is a finance institution led by Senior Vice President and Private Client Advisor, Bill Ayers. With over three decades of experience in banking and wealth management, Bill assists families and individuals in navigating the complexities of significant wealth. Specializing in customized credit and lending, Bill analyzes both sides of a client's balance sheet to identify efficiencies and anticipate key decision points in their financial future. As the leader of a client's Private Bank team, he develops integrated strategies in investment management, banking, lending, trust and estate planning, business succession, and philanthropy. Bill's team collaborates with specialists to help clients achieve their financial goals with precision and resolve. Prior to joining Bank of America Private Bank, Bill held leadership roles at Astoria Bank and JP Morgan Chase, advising high-net-worth individuals and families. Active in the Long Island community, Bill serves on the board of Catholic Charities and has been involved with Long Island Cares and The Harry Chapin Food Bank. The team at Bank of America Private Bank is dedicated to building strong client relationships based on trust and personal experience, creating strategies tailored to meet clients' needs and goals. With over 200 years of experience, Bank of America Private Bank helps clients manage significant wealth, providing personalized solutions to achieve financial objectives. The institution values innovation and offers disciplined financial strategies to navigate evolving markets and complexities in the financial landscape. Please note that the website may redirect to FINRA’S BrokerCheck and that neither Bank of America Private Bank nor its affiliates provide legal, tax, or accounting advice. Clients should consult their advisors before making financial decisions.