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

Richard O'Donnell Tax Consultants, located at 18 Wiltshire Street in Bronxville, New York, is a reputable institution specializing in accounting and finance services. With a strong commitment to giving back to the community, they grant a yearly wish to a critically ill child in the Hudson Valley region. Led by Richard O'Donnell, a seasoned professional with 28 years of public service as a tax assessor, the team at Richard O'Donnell Tax Consultants has a deep understanding of the property assessment process. Partner Mike Cullen brings expertise in various technologies to streamline operations and ensure efficiency.

Tax Plus Services is a renowned accounting and finance institution located at 891 Mile Square Road in Yonkers, New York, United States. With a team of experienced professionals, we offer a wide range of services to help individuals and businesses with their tax preparation, financial planning, and accounting needs. Our goal is to provide personalized and reliable services to ensure our clients achieve their financial goals. Whether you need help with tax filing, bookkeeping, or investment strategies, Tax Plus Services is here to help you navigate the complex world of finance with ease.

Long Island Tax and Planning Inc. is a finance institution located at 95 Smithtown Boulevard in Smithtown, New York, United States. Our firm is dedicated to handling all of your financial needs so you can focus on what truly matters. Our experienced team of accountants works with you year-round to implement tax-saving strategies and avoid last-minute tax planning. We also offer comprehensive bookkeeping services to keep your business running smoothly. At Long Island Tax and Planning Inc., you will work with a certified CPA to assess your financial situation and ensure you are paying the right amount of taxes. We also provide business valuations for mergers, acquisitions, and equity offerings. Our goal is to help you achieve your ideal lifestyle through strategic financial planning.

Clifford Topol - Morgan Stanley is a renowned financial institution located at 2000 Westchester Avenue in Harrison, New York, United States. With a strong reputation for providing top-tier financial services, Clifford Topol - Morgan Stanley offers a wide range of investment and wealth management solutions to individuals, businesses, and institutions. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and navigate the complexities of the market. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Clifford Topol - Morgan Stanley is committed to providing personalized and strategic financial guidance.

Empire Estate Planning & Services is a trusted institution located at 1615 Main Street in Pleasant Valley, New York, United States. Specializing in accounting and finance, our team of experts is dedicated to helping individuals and families plan for the future and secure their financial well-being. Whether you need assistance with estate planning, tax preparation, or investment management, we are here to provide personalized and professional services tailored to your unique needs. Trust Empire Estate Planning & Services to help you achieve your financial goals and secure a prosperous future.

Citrin Cooperman is a leading accounting and finance institution located at 709 Westchester Avenue in White Plains, New York. With a team of highly skilled professionals, they provide a wide range of financial services to individuals and businesses. Their expertise includes tax planning, audit and assurance, business advisory, and wealth management. Citrin Cooperman is committed to delivering exceptional service and helping their clients achieve their financial goals.

Julia B. Fee Sotheby's International Realty - Irvington Brokerage is a prestigious real estate agency located in the charming village of Irvington, New York. Situated at 46 Main Street, this brokerage is known for its top-notch service and expertise in the luxury real estate market. Whether you are looking to buy, sell, or rent a property in the area, their team of experienced agents is dedicated to providing personalized attention and guidance throughout the entire process. With access to the global network of Sotheby's International Realty, clients can expect unparalleled resources and connections to help them achieve their real estate goals. Visit Julia B. Fee Sotheby's International Realty - Irvington Brokerage for a seamless and successful real estate experience.

Queens Family Lawyers & Divorce Lawyers / Solomos & Storms, PLLC is a reputable law firm located in the heart of New York City. Our experienced team of finance and family law attorneys are dedicated to providing top-notch legal services to individuals and families facing divorce, child custody battles, and other family law matters. With a focus on personalized and compassionate representation, we strive to guide our clients through the legal process with integrity and professionalism. Trust Queens Family Lawyers & Divorce Lawyers / Solomos & Storms, PLLC to advocate for your best interests and protect your rights.

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.

Harry C. Kaufman, Attorney is a reputable law firm located at 445 Hamilton Avenue in White Plains, New York. Specializing in various areas of law, including personal injury, criminal defense, and family law, Harry C. Kaufman provides expert legal representation to clients throughout the United States. With a track record of success and a commitment to advocating for their clients' best interests, Harry C. Kaufman, Attorney is a trusted and reliable legal resource for individuals seeking professional legal services.

Friedman & Friedman PLLC, Attorneys at Law is a prestigious legal institution located at 120 Bloomingdale Road, White Plains, New York, United States. Specializing in family law, their skilled team of attorneys is dedicated to providing exceptional legal representation for individuals and families dealing with child custody matters throughout Long Island, New York. Led by attorneys Sari Friedman and Andrea Friedman, who have received numerous accolades for their expertise in matrimonial and family law, the firm offers expert guidance and support in navigating complex legal issues related to child custody, divorce, and visitation rights. Child custody matters can be emotionally challenging for all parties involved, and the attorneys at Friedman & Friedman PLLC understand the importance of handling these cases with care and efficiency. Whether you are seeking custody of your child, resolving legal disputes related to child support, or facing post-divorce issues such as modifications to custody agreements, the firm is committed to protecting your rights and the best interests of your children.

Rubenfeld Law Firm, located at 425 Broadhollow Road in Melville, New York, is dedicated to providing expert legal representation in divorce and family law cases. With over 30 years of experience, Attorney Michael Rubenfeld serves clients in Nassau and Suffolk Counties with professionalism and compassion. The firm specializes in handling a wide range of family law issues, including divorce, child custody, support, domestic violence, and property division. At Rubenfeld Law Firm, clients can trust that their best interests will always come first. The firm has a proven track record of successfully resolving family law cases, no matter how complex or challenging. Whether you are facing a high net-worth divorce or seeking protection from domestic abuse, the experienced team at Rubenfeld Law Firm is committed to helping you achieve your goals.

PURE Insurance is a reputable insurance agency located at 44 South Broadway in White Plains, New York. Specializing in high-value home, automobile, and personal excess liability insurance, PURE Insurance provides comprehensive coverage and exceptional service to its clients. With a focus on personalized attention and tailored policies, PURE Insurance is dedicated to protecting the assets and well-being of its policyholders. Whether you are looking to insure your home, car, or valuable possessions, PURE Insurance is committed to providing the best coverage options to meet your individual needs.

Advocate Brokerage Corporation is Scarsdale's Premier Insurance Agency, located at 820 Scarsdale Avenue in Scarsdale, New York. With a commitment to providing top-notch insurance services to individuals and businesses, Advocate Brokerage Corporation offers a wide range of insurance products to meet the unique needs of their clients. Their team of experienced insurance professionals is dedicated to providing personalized service and finding the best coverage options at competitive rates. Whether you are looking for auto, home, life, or business insurance, Advocate Brokerage Corporation is your trusted partner in protecting what matters most to you.

Gerber Life Insurance Company, located at 1311 Mamaroneck Avenue, White Plains, New York, United States, is an insurance agency that offers a variety of insurance plans to protect and provide for your family's future. For children, they offer a whole life insurance policy that ensures financial security for your child. Accident Protection is also available to provide coverage in case of a covered death or disabling injury caused by an accident.

Bespoke Insurance Brokerage Corp is a leading insurance agency located at 1133 Westchester Avenue in White Plains, New York. With a team of experienced brokers, we specialize in providing personalized insurance solutions tailored to meet the unique needs of our clients. Whether you are looking for auto, home, life, or business insurance, we are here to help you find the coverage that best fits your individual requirements. Our commitment to exceptional customer service and attention to detail sets us apart from other insurance agencies. Contact us today to discuss your insurance needs and let us help you protect what matters most.

Jackson National Life Insurance-NY is an insurance agency located at 2900 Westchester Avenue in Harrison, New York, United States. We offer a range of life insurance products and services to help protect you and your loved ones financially. Our team of experienced professionals is dedicated to providing personalized insurance solutions tailored to your individual needs. Contact us today to learn more about how we can help you secure your financial future.

Premier Wealth Advisory Group, located at 13 Averill Avenue, Averill Park, New York, is a finance institution specializing in helping individuals and companies diversify portfolios, manage assets, analyze market trends, and reduce financial risk. Led by licensed Investment Advisor Scott Cahill, the team at Premier Wealth Advisory Group works closely with clients to protect and grow their assets using proven investment strategies tailored to each client's risk tolerance and goals. Scott's unbiased recommendations and impartial guidance ensure that clients receive personalized financial advice to help safeguard their dreams and hard-earned assets. From retirement planning to college funds, life insurance, and estate planning, Premier Wealth Advisory Group offers a range of services to help clients achieve their financial goals. Securities offered through Purshe Kaplan Sterling Investments, with advisory services provided by PKS Advisory Services, LLC, dba Premier Wealth Advisory Group. Investments through PKS or Premier Wealth Advisory Group are not FDIC insured, not bank guaranteed, and may lose value. Trust Premier Wealth Advisory Group to help you make informed financial decisions and secure your financial future.

Thoroughbred Advisors is a reputable financial advisory firm located at 421 Troy-Schenectady Road in Latham, New York. Specializing in finance and insurance services, our team of experienced advisors is dedicated to helping clients achieve their financial goals and secure their future. With a personalized approach and a commitment to excellence, Thoroughbred Advisors is the trusted partner you need for all your financial planning needs. Contact us today to schedule a consultation and take the first step towards financial security.

Gretchen Meyer Financial is a reputable finance institution located at 3 Lear Jet Lane in Latham, New York, United States. With a team of experienced financial experts, we offer a wide range of services including investment planning, retirement planning, wealth management, and more. Our personalized approach ensures that each client receives tailored financial solutions to help them achieve their goals. Trust Gretchen Meyer Financial to provide you with expert advice and guidance to secure your financial future.

Atlas Private Wealth Management, LLC is a finance institution located at 3 Atrium Drive in Albany, New York, United States. Our mission is to build successful, long-term professional relationships with our clients based on mutual trust, effective communication, and a shared commitment to the financial planning process. We offer a comprehensive, personalized approach aimed at enhancing the quality of life for each client, regardless of where they are in life’s journey. Whether you are a young couple starting a family, a retired couple living off savings, or anywhere in between, we are here to help you navigate financial concerns such as student loans, investing, retirement planning, estate planning, and more. Our Senior Vice President Director of Retirement Services is dedicated to helping you envision the retirement you desire and understand how factors like taxes, social security benefits, and healthcare costs can impact your financial future.

Goldman Sachs Ayco Personal Financial Management is a finance institution located at 100 Coliseum Drive in Cohoes, New York, United States. They offer personalized financial management services to help individuals and families achieve their financial goals. With a focus on wealth management, investment planning, and retirement strategies, Goldman Sachs Ayco Personal Financial Management provides expert guidance and tailored solutions to help clients secure their financial futures. Their team of experienced professionals is dedicated to delivering top-notch service and support to ensure their clients' financial success.

The Mohawk Valley Group - Morgan Stanley is a finance institution located at 1212 Troy-Schenectady Road in Latham, New York, United States. As part of the prestigious Morgan Stanley brand, this institution offers a wide range of financial services and investment opportunities to individuals and businesses in the Mohawk Valley region. With a team of experienced professionals and a commitment to providing personalized financial solutions, The Mohawk Valley Group - Morgan Stanley is dedicated to helping clients achieve their financial goals and secure their financial future.

Christopher L. Crocker, CES - Wealth Manager & Financial Planner is a leading finance institution located at 43 British American Boulevard in Latham, New York. With a focus on providing expert financial planning and wealth management services, Christopher L. Crocker and his team are dedicated to helping individuals and families achieve their financial goals. With years of experience and a commitment to personalized service, clients can trust in the expertise and professionalism of Christopher L. Crocker, CES - Wealth Manager & Financial Planner.

Merrill Lynch Financial Advisor Chris Welfley, located at 26 Century Hill Drive in Latham, New York, offers personalized wealth management strategies tailored to your individual goals and priorities. With a focus on exemplary client service, Chris Welfley is dedicated to helping you navigate today's changing market conditions and achieve your financial aspirations. By participating in the communities they serve, Merrill Lynch upholds a tradition of giving back and connecting with local organizations. Through the Merrill Personal Wealth Analysis™, you can work with Chris Welfley to create a personalized plan centered on your unique goals. By utilizing the Investment Personality Assessment, Chris can gain a deeper understanding of your investing preferences to customize a financial approach that aligns with what matters most to you. With access to the investment insights of Merrill and banking solutions from Bank of America, Chris Welfley can help you manage, grow, and preserve your wealth for the future. By regularly reviewing and adjusting your financial approach, Chris is committed to helping you stay on track to achieve your goals. Let Merrill Lynch Financial Advisor Chris Welfley assist you in designing a personalized plan to turn your financial aspirations into reality.

Siena Private Wealth is a prestigious financial institution located at 5 Chatham Street in Kinderhook, New York. Our team of experienced professionals offers personalized wealth management services to individuals, families, and businesses. We are dedicated to helping our clients achieve their financial goals through strategic planning, investment management, and risk mitigation. At Siena Private Wealth, we prioritize building long-term relationships based on trust, integrity, and transparency. Contact us today to learn more about how we can help you secure your financial future.

Smart Capital Management LLC is a finance institution located at 26 Freleigh Place, Coxsackie, New York, United States. Our President and CEO, Stephen A. Simmons, along with his partner Mary Anne Simmons, CPA, MBA, have over 24 years of experience working with successful educators and their families. We specialize in helping individuals and couples transition to a better future through our unique SMART Transition Experience. Our goal is to help clients focus on what matters most to them personally, professionally, and financially. We offer advisory services through Lincoln Investment and Capital Analysts, and securities through Lincoln Investment, Member FINRA/SIPC. To learn more about our services or schedule a complimentary meeting, contact us via email or phone. SMART = Save Money And Reduce Taxes, and we strive to help our clients achieve their financial goals while minimizing taxes. Please note that tax, legal, or Social Security claiming advice is not offered through Lincoln Investment or Capital Analysts. Our site is intended for information purposes and is not a solicitation for securities products or investment advisory services outside the United States. We are registered with the U.S. Securities Exchange Commission and operate as an independent, non-affiliated firm. Contact us to learn more about how we can help you plan for a better financial future.

Albany Financial Planning is a reputable finance institution located at 127 North Allen Street in Albany, New York. Our team of experienced financial advisors is dedicated to helping individuals and businesses achieve their financial goals through personalized planning and investment strategies. Whether you are looking to save for retirement, manage your wealth, or plan for your future, our experts are here to provide guidance and support every step of the way. Contact us today to schedule a consultation and start building a secure financial future.

Revolutionary Financial Planning is a finance and insurance agency located at 4 Executive Park Drive in New York, United States. Our team is dedicated to guiding you through all seasons of life, offering services such as Financial Planning, Retirement Planning, Estate Planning, Investment Management, Healthcare, and Income Protection. Securities-related transactions are managed by our subsidiary, Halliday Financial, LLC, a member of FINRA and SIPC. We are registered in states where required and have a transparent background on FINRA's BrokerCheck. Please note that past performance may not predict future results, and different investments involve varying degrees of risk. Our goal is to provide personalized advice and help you build a successful investment portfolio. Visit our Legal and Disclosure page for more information.

Kevin Kelly - RBC Wealth Management Financial Advisor is a reputable financial institution located at 455 Patroon Creek Boulevard in Albany, New York. As a trusted advisor, Kevin Kelly offers personalized financial planning services to help clients achieve their financial goals and secure their future. With a focus on wealth management, investment strategies, and retirement planning, Kevin Kelly provides expert guidance and tailored solutions to meet the unique needs of each client. With a commitment to excellence and a track record of success, Kevin Kelly - RBC Wealth Management Financial Advisor is a top choice for individuals seeking professional financial advice in the Albany area.