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

21 results found

John Fraser is a financial advisor at Ameriprise Financial Services, LLC located at 2025 Richmond Avenue in New York, United States. He 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®, 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 asset management, estate planning, retirement planning, investment management, and more. John Fraser is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement.

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.

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.

The Morgan Legal Group PC in Staten Island, NY is a team of skilled professionals dedicated to providing personalized and high-quality legal services tailored to each client's individual needs. Unlike large law firms, clients have direct access to attorneys who are ready to assist with any questions or concerns. Specializing in estate planning, the attorneys at Morgan Legal Group possess extensive knowledge and experience in this area of law. With certifications and advanced training in estate planning, clients can trust that the firm's team has the expertise needed to create tailored solutions for their estate planning needs.

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.

Dow Divorce Law is a reputable law firm specializing in divorce and family law cases. Located at 900 South Avenue in New York, United States, our experienced lawyers are dedicated to providing expert legal representation and guidance to clients going through the difficult process of divorce. With a focus on compassion and professionalism, we strive to achieve the best possible outcomes for our clients and their families. Contact us today for a consultation to discuss your case.

Merrill Lynch Wealth Management is a renowned financial institution located at 10 Teleport Drive in New York, United States. Specializing in wealth management services, Merrill Lynch provides comprehensive financial planning, investment advice, and portfolio management to help clients achieve their financial goals. With a team of experienced financial advisors and a wide range of investment options, Merrill Lynch is dedicated to helping individuals and families grow and protect their wealth for the long term.

Newbridge Securities is a leading finance institution located at 1370 Richmond Road in New York, United States. With a strong reputation for providing top-notch financial services, Newbridge Securities offers a wide range of investment options and wealth management solutions to help clients achieve their financial goals. Their team of experienced professionals are dedicated to providing personalized advice and guidance to ensure the success of their clients' financial portfolios. Whether you are looking to invest in stocks, bonds, or mutual funds, Newbridge Securities is committed to helping you make informed decisions and secure a prosperous financial future.

J P Turner & Co is a prominent finance institution located at 114 McClean Avenue in New York, United States. With a strong reputation for providing top-quality financial services, J P Turner & Co offers a wide range of investment options and wealth management solutions to clients. Their experienced team of professionals is dedicated to helping individuals and businesses achieve their financial goals through personalized strategies and expert advice. Whether you are looking to grow your portfolio, plan for retirement, or secure your financial future, J P Turner & Co is committed to delivering exceptional service and results.

The Law Office of Jeffrey W. Johnson is a prestigious legal institution located at 36 Richmond Terrace in New York, United States. Specializing in various areas of law, our team of experienced lawyers are dedicated to providing top-notch legal services to our clients. With a strong focus on client satisfaction and achieving positive outcomes, we are committed to helping individuals navigate through complex legal matters with ease and confidence. Contact us today for expert legal representation and advice.

Merrill Lynch Wealth Management is a prestigious finance institution located at 40 Park Court in New York, United States. With a legacy of excellence in financial services, Merrill Lynch offers top-tier wealth management solutions to help clients achieve their financial goals. From investment advice to retirement planning, the institution's team of experienced professionals provides personalized guidance and expertise to individuals and businesses alike. Trust Merrill Lynch Wealth Management to navigate the complexities of the financial world and secure a prosperous future for you and your loved ones.

Merrill Lynch Financial Advisor Robert P Ernesto is a reputable finance institution located at 900 South Avenue in New York, United States. With a focus on providing expert financial advice and guidance, clients can trust in the expertise and professionalism of Robert P Ernesto and his team. Whether you are looking to invest, plan for retirement, or manage your wealth, Merrill Lynch Financial Advisor Robert P Ernesto is dedicated to helping you achieve your financial goals.

Rolfe Sulzberger Inc. is a prestigious financial institution located at 1100 Clove Road in New York, United States. With a focus on providing top-notch financial services to its clients, Rolfe Sulzberger Inc. prides itself on its commitment to excellence and customer satisfaction. The institution offers a wide range of financial products and services, including investment management, wealth planning, and retirement solutions. With a team of experienced professionals and a reputation for integrity and reliability, Rolfe Sulzberger Inc. is a trusted partner for individuals and businesses looking to secure their financial future.

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.

Welcome to Leo Wealth Management, your trusted partner in achieving financial success. Conveniently located at 1110 South Avenue, Staten Island, New York, our firm is dedicated to providing personalized financial planning and investment management services to individuals, families, and businesses. At Leo Wealth Management, we understand that each client has unique financial goals and challenges. Our team of experienced financial advisors is committed to delivering tailored strategies that align with your specific needs. Whether you're planning for retirement, managing investments, or seeking guidance on wealth preservation, we are here to help you navigate the complexities of the financial world with confidence.

Welcome to Green Park Home Insurance Solutions Located at 1 Edgewater Street in the heart of Staten Island, New York, Green Park Home Insurance Solutions is your trusted partner in safeguarding your home and peace of mind. As a premier insurance agency, we understand that homeowners insurance is not just a luxury but a necessity, especially when it comes to protecting your most valuable asset from unforeseen events.

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!