The 30 Best High net worth individual in New York City, New York

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.

Merrill Lynch Financial Advisor Eric J Melnick is a finance institution located at 200 Park Avenue, New York, New York, United States. Our mission is to establish strong and enduring relationships with clients to assist them in achieving their financial goals through the development and implementation of a comprehensive, goals-based lifetime investment plan that not only grows but also preserves wealth. Supported by the global resources of Merrill, our team consists of talented and experienced individuals dedicated to building strong client relationships based on trust and personalized service. We specialize in asset allocation, personalized financial strategies, and investment management tailored to meet the unique needs of high net worth families, corporations, entrepreneurs, and more.

Located at 560 Lexington Avenue in New York, Merrill Lynch Financial Advisor Michael B Smyth offers top-tier financial services for clients seeking expertise and personalized attention. With a team of 20 professionals operating under Merrill Lynch Wealth Management, a division of Bank of America Corporation, the 712 Investment Group has a track record of excellence dating back to the 1980s. Led by partners with decades of experience, the team is dedicated to crafting tailored wealth management strategies that align with clients' goals, risk tolerance, and values. The institution prides itself on a client-centric approach, listening attentively to understand the unique financial needs of each individual or organization. By leveraging industry-leading research and due diligence, the team designs custom investment strategies to help clients pursue their financial objectives. Additionally, they collaborate with clients' tax and estate planning professionals to ensure alignment with tax minimization strategies.

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.

The Winged Keel Group is a prominent insurance agency located at 60 East 42nd Street in New York, New York, United States. With a strong focus on providing tailored insurance solutions for high-net-worth individuals and families, the Winged Keel Group is known for its expertise in complex risk management and wealth preservation strategies. Their team of experienced professionals is dedicated to delivering personalized service and innovative insurance solutions to meet the unique needs of their clients. Whether it's life insurance, estate planning, or business succession planning, the Winged Keel Group is committed to helping their clients protect and grow their assets for future generations.

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.

Alliant Private Client, located at 32 Old Slip, New York, New York, United States, is an insurance agency dedicated to protecting your assets today and securing your legacy for tomorrow. Specializing in high-net-worth individuals and families, Alliant Private Client offers personalized risk management solutions for homes, collections, liability, cyber security, and life insurance. With a collaborative team of experts, Alliant Private Client has a reputation for excellence and reliability in the insurance landscape. In today's evolving insurance market, Alliant Private Client provides insights and guidance on self-insurance as a potential risk management strategy. By understanding the benefits and downsides of self-insurance, clients can make informed decisions on how to best protect their assets. From redirecting insurance funds towards protective measures to considering the financial obligations of catastrophic losses, Alliant Private Client offers comprehensive advice on risk retention strategies.

First Investors Life Insurance Co is a reputable insurance agency located at 110 Wall Street in the bustling city of New York, United States. With a strong focus on providing quality life insurance products and services, this institution is dedicated to helping individuals and families secure their financial futures. Whether you are looking for term life insurance, whole life insurance, or other types of coverage, the experienced professionals at First Investors Life Insurance Co are here to guide you through the process and find the best policy to meet your needs. Trust in their expertise and commitment to customer satisfaction when choosing First Investors Life Insurance Co for your insurance 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.

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.

Dream Capital is a leading finance institution located at the prestigious address of 40 Wall Street in New York City. Specializing in providing top-tier financial services, Dream Capital offers innovative solutions for individuals and businesses looking to make their financial dreams a reality. With a team of experienced professionals and a commitment to excellence, Dream Capital is dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking to invest, save, or plan for the future, Dream Capital is here to guide you every step of the way.

International Wealth Tax Advisors, LLC is a leading finance institution located in the bustling city of New York, United States. Our team of expert advisors specializes in providing comprehensive wealth tax solutions for individuals and businesses with international assets. With a focus on maximizing tax efficiency and minimizing liabilities, we offer personalized strategies tailored to each client's unique financial situation. Trust International Wealth Tax Advisors, LLC to help you navigate the complexities of global tax laws and optimize your wealth management.

Breukelen Wealth & Taxes is a leading accounting and finance institution located at 155 Prince Street in New York, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you need help with tax preparation, wealth management, or financial planning, we are here to assist you every step of the way. With a commitment to excellence and a focus on delivering personalized solutions, Breukelen Wealth & Taxes is your trusted partner for all your financial needs.

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.

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.

Perrotta Tax & Consulting Services, located at 380 Lexington Avenue in New York, is a finance institution with unparalleled qualifications in handling complex tax situations. Specializing in working with professional organizations and ultra-high net worth individuals, we offer solutions for both business and individual tax matters. Our team is capable of liaising with third parties on your behalf, ensuring a seamless process for all your financial needs. Led by our principal, Steven Perrotta, we assess your current situation and leverage your resources to help you achieve your financial goals. Contact us at 646-695-0582 or email us at steven@perrottatax.com to learn more about how we can assist you in reaching your financial objectives. Follow us on Twitter for up-to-the-minute updates and connect with Steven Perrotta on LinkedIn for more information about our services.

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.

Exceptional Professional Services LLC is a leading accounting and finance institution located at 6903 14th Avenue in New York, United States. With a team of highly skilled professionals, we provide top-notch financial services to individuals and businesses alike. Our expertise in accounting, tax planning, and financial consulting sets us apart from the rest. Trust us to help you navigate the complexities of financial management and achieve your goals with ease. Choose Exceptional Professional Services LLC for all your financial needs.

Fortune Chinese Restaurant is located at 310 Jericho Turnpike in Floral Park, New York, offering authentic and delicious Chinese cuisine. Our restaurant is known for its variety in taste and high quality fresh ingredients, making it a popular choice for dine-in or take-out meals in the Floral Park community. Experience our friendly atmosphere and excellent service when you visit Fortune. You can easily order online by selecting your menu items, adding them to your cart, and checking out. Please note that any discounts or coupon codes will be applied at the time of pick up or delivery. Change your payment type to cash if needed. Visit Fortune today for a satisfying Chinese dining experience!

Sedanz NYC Luxury Car and Limo Service is a premier travel agency located at 14 Harwood Court in Scarsdale, New York. Catering to discerning corporate, leisure, and event travelers, Sedanz offers exclusive chauffeured private car services for C-level executives, high net worth individuals, and those seeking secure and luxurious transportation. With a fleet of luxury SUVs and sedans available 24/7, Sedanz provides services for hourly as directed trips, point-to-point transportation, and large-scale event coordination. The primary service area includes New York City, local airports, private aviation hubs, Long Island, the Hamptons, and the tri-state area, with affiliates in other major cities worldwide. Services include corporate transportation, private aviation transfers, airport ground transportation, wedding transportation, event coordination, and as directed charters. Sedanz offers business class and first class vehicle options, with amenities such as GPS navigation, iPads, flight tracking, artisanal waters, and Wi-Fi. Whether you need airport transfers, long-distance travel, or transportation for weddings and events, Sedanz provides seamless and luxurious ground transportation solutions for all your travel needs.

Protect Your Assets Corp is a reputable insurance agency located at 104 North Franklin Street in Hempstead, New York. Our dedicated team of professionals is committed to helping individuals and businesses protect their valuable assets through a wide range of insurance products and services. Whether you are looking for coverage for your home, car, business, or life, we have the expertise to tailor a personalized insurance solution to meet your specific needs. Trust Protect Your Assets Corp to safeguard what matters most to you.

HUB International is a leading finance and insurance agency located at 100 Sunnyside Boulevard in Plainview, New York, United States. Recognized as the #1 largest Commercial Insurance Brokerage on Long Island for six consecutive years, HUB International Northeast is also a key player in the insurance industry. With a focus on property and casualty coverages for the construction industry, as well as personal insurance for high-net worth individuals and family offices, HUB International offers a wide range of services. In addition to acquiring local insurance brokerages like the Flood Group and Brady Insurance Planning, HUB International Northeast also offers corporate retirement plan consulting and wealth management services through The JW Retirement Group. Committed to giving back to the community, HUB International participates in community projects through their HUB Gives program, focusing on initiatives that support children with critical illnesses and empower underserved individuals to reach their full potential.

The American Butler School, located at 1022 West Road in Cherry Creek, New York, is a prestigious institution dedicated to training individuals in the art of butler service. As the leading school of its kind in the United States, the American Butler School offers comprehensive programs that cover all aspects of butler service, including etiquette, household management, and personal service. Students at the school receive hands-on training from experienced professionals in a supportive and immersive learning environment. Upon completion of the program, graduates are equipped with the skills and knowledge necessary to excel in the world of high-end hospitality and service. Join us at the American Butler School and embark on a rewarding career as a professional butler.

Chubb Group of Insurance Co is a leading insurance agency located at 5630 Bear Road in Syracuse, New York. With a strong reputation for providing high-quality insurance products and exceptional customer service, Chubb Group offers a wide range of insurance options to meet the needs of individuals and businesses alike. Whether you are looking for auto, home, life, or business insurance, Chubb Group has you covered. Their team of experienced agents is dedicated to helping you find the right coverage at the best possible price. Contact Chubb Group of Insurance Co today to learn more about their services and how they can help protect what matters most to you.

PointGuard Advisors Network, located at 108 Buchman Close Circle in Fayetteville, New York, is a unique institution that brings together a variety of companies and professionals in the health and insurance industry. Inspired by the leadership and strategic thinking of basketball's point guard, we aim to guide our clients to success in their personal and business financial endeavors. With over 100 years of combined experience, our founding members are experts in helping individuals and businesses achieve their financial goals. PointGuard Wealth Advisors specialize in serving high net worth individuals and businesses, while Ashe & Klinetop CPAs, PLLC excel in business valuations and tax strategies.

Highline Risk Solutions, located at 5 Glenbrook Drive in New Rochelle, New York, is a specialized insurance agency focusing on health insurance for high net worth individuals, cannabis, and professional liability coverage. We pride ourselves on offering personalized insurance plans tailored to each client's unique needs, ensuring comprehensive coverage without any gaps. As an independent agency, we work with top carriers to find the best policies for our clients. Whether you are looking to protect your assets, business, or loved ones, Highline Risk Solutions is here to provide you with the peace of mind you deserve. Serving clients all across the United States, we are dedicated to finding the perfect balance between cost and coverage for all your insurance needs.