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

Steven Harty - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 1654 Columbia Turnpike, Castleton-on-Hudson, New York, offers a range of financial services to meet the needs of individuals and small business owners. Steven Harty holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating his expertise in asset management, estate planning, retirement planning, and investment strategies. Additionally, he is trained in Behavioral Financial Advisor certification, Chartered Advisor in Philanthropy® (CAP®), and Certified Divorce Financial Analyst services. With a focus on comprehensive financial planning, Steven Harty is dedicated to helping clients achieve their financial goals and secure their financial future.

Advisor Financial & Tax is a leading accounting and finance institution located at 1 Taconic Place in Chatham, New York, United States. Our team of experienced professionals is dedicated to providing expert financial and tax advice to individuals and businesses. Whether you need help with tax planning, financial reporting, or investment strategies, our knowledgeable advisors are here to help you navigate the complexities of the financial world. Trust Advisor Financial & Tax to help you achieve your financial goals and secure your financial future.

Bank of America Private Client Advisor John G. Stewart, located at 69 State Street, Albany, New York, is a finance institution dedicated to serving the financial needs of high net worth individuals, families, not-for profit institutions, and businesses. With over 30 years of experience, John provides strategic guidance on investment management, lending, trusts, estate planning, and philanthropic objectives. Leading a team of specialists, John utilizes the resources of Bank of America to provide comprehensive strategies tailored to each client's needs. John holds a Bachelor of Science in Business Management and is a Certified Financial Planner™ with expertise in exit planning for business owners. Active in the community, John has served on advisory boards for various organizations and has been involved in youth programs. The team at Bank of America Private Bank is committed to building strong client relationships based on trust, personal experience, and a tailored approach to wealth management.

Prescott Private Wealth, Inc. is a leading finance and insurance agency located at 451 Hoosick Street in Troy, New York, United States. With a strong reputation for providing personalized wealth management solutions, our team of experienced professionals is dedicated to helping clients achieve their financial goals. From retirement planning to insurance coverage, Prescott Private Wealth, Inc. offers a wide range of services tailored to meet the unique needs of each individual or business. Trust in us to secure your financial future and provide peace of mind for you and your loved ones. Contact us today to schedule a consultation and start building a solid financial foundation.

Michael Lanuto is a Financial Advisor at Ameriprise Financial Services, LLC located at 4 Atrium Drive in Albany, New York, United States. Michael Lanuto holds various certifications such as 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 Michael Lanuto's expertise in asset management, retirement planning, estate planning, investment management, and financial planning for various client needs. Michael Lanuto is committed to providing high-quality financial advice and services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement.

Kate Curcio - RBC Wealth Management Financial Advisor is a reputable financial institution located at 455 Patroon Creek Boulevard in Albany, New York. As a trusted advisor, Kate Curcio offers personalized financial planning and investment services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Kate Curcio is dedicated to providing expert guidance and support to clients as they navigate the complexities of the financial world. Whether you are looking to plan for retirement, invest for the future, or protect your assets, Kate Curcio is committed to helping you make informed decisions and secure your financial future.

Timothy Distefano - RBC Wealth Management Financial Advisor is a leading financial institution located at 455 Patroon Creek Boulevard in Albany, New York. As a trusted advisor, Timothy Distefano provides personalized financial planning and investment strategies to help clients achieve their financial goals. With a strong focus on wealth management, retirement planning, and investment solutions, clients can trust in Timothy Distefano's expertise and dedication to helping them secure their financial future. Contact Timothy Distefano - RBC Wealth Management Financial Advisor today for expert financial guidance and personalized solutions tailored to your individual needs.

Merrill Lynch Financial Advisor Harold E Connolly is a trusted institution located at 69 State Street, Albany, New York, United States. Hal has been with Merrill Lynch Wealth Management since 1989 and holds various prestigious designations in the finance industry. He is dedicated to participating in the community and volunteers with local organizations. The institution offers personalized financial planning through Merrill Personal Wealth Analysis™ to help clients achieve their goals. With a focus on family, goals, and priorities, Hal listens to clients' needs and creates tailored financial strategies. The institution utilizes the Investment Personality Assessment to customize approaches based on individual preferences. By staying informed about changes in clients' lives and financial markets, Merrill Lynch Wealth Management Advisors help clients stay on track to achieve their goals. With a focus on building a one-on-one relationship, Merrill provides personalized investment strategies and comprehensive financial solutions. Harold Connolly is registered to do business in multiple states and holds the CIMA® and CRPC® designations. The institution emphasizes the importance of understanding clients' unique needs and priorities to design effective financial approaches. Merrill Lynch does not provide legal, tax, or accounting advice and clients should consult their advisors before making financial decisions. With a commitment to helping clients live their best financial lives, Merrill offers investment insights, tips, and strategies.

Wilson Advisors, LLC is a professional finance institution located at 1764 U.S. 9 in New York, United States. Specializing in financial counseling services for senior corporate executives and high net worth individuals, Wilson Advisors, LLC is dedicated to understanding the unique goals, values, and risk tolerance of each client. Founded by Tim Wilson in 2007, the firm offers personalized services with complete transparency, charging a flat fee for all services. With over 25 years of experience, Tim Wilson and his team of financial counselors have the education, resources, and dedication to assist clients with all their financial planning needs. Clients praise Tim Wilson for his professionalism, comprehensive advice, and ethical business practices. Based in the Albany-Saratoga region of New York, Wilson Advisors, LLC serves clients across the United States.

Merrill Lynch Wealth Management is a renowned finance institution located at 449 New York 146 in New York, United States. With a strong reputation for providing top-tier financial services, Merrill Lynch offers a wide range of wealth management solutions to help individuals and businesses achieve their financial goals. From investment planning to retirement strategies, their team of experienced professionals is dedicated to delivering personalized and comprehensive financial guidance to clients. Whether you are looking to grow your wealth or protect your assets, Merrill Lynch Wealth Management is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.

Merrill Lynch Financial Advisor Scott D Calhoun is a reputable finance institution located at 449 New York 146, New York, United States. With a team of experienced professionals led by Scott D Calhoun, the institution provides expert financial advice and services to individuals and businesses looking to grow and manage their wealth effectively. Whether you are planning for retirement, investing in the stock market, or seeking guidance on estate planning, Merrill Lynch Financial Advisor Scott D Calhoun is dedicated to helping you achieve your financial goals. Trust in their expertise and personalized approach to financial planning for a secure financial future.

financial guidance tailored to your unique goals and priorities. With access to the global resources of Merrill Lynch, you can trust that your advisor, Michael J. O'Toole III, is committed to helping you achieve financial success. Whether you're planning for retirement, saving for a major purchase, or looking to pass on wealth to future generations, the O'Toole Group is here to provide expert advice and personalized strategies. Located in New York, United States, Merrill Lynch Financial Advisor Michael J. O'Toole III is a trusted partner for individuals and organizations seeking comprehensive financial planning and investment management services. Contact us today to start the conversation about how we can help you reach your financial goals.

James Whalen III - Morgan Stanley is a prestigious finance institution located at 80 State Street in Albany, New York. As a part of the renowned Morgan Stanley brand, this institution offers a wide range of financial services and expertise to clients in the United States. With a focus on providing personalized and comprehensive financial solutions, James Whalen III - Morgan Stanley is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, wealth management services, or retirement planning, the experienced professionals at this institution are committed to providing top-notch financial guidance and support.

The Hudson River Group at Morgan Stanley is a leading finance institution located at 80 State Street in Albany, New York. With a focus on providing top-tier financial services, the institution offers expert advice and guidance to clients seeking investment opportunities, wealth management solutions, and strategic financial planning. The team at The Hudson River Group is dedicated to helping individuals and businesses achieve their financial goals through personalized strategies and innovative solutions. Trust in The Hudson River Group at Morgan Stanley for all your financial needs in the Albany area.

Lamb & Lamb is a reputable law firm located at 516 3rd Avenue in Watervliet, New York, United States. Specializing in various areas of law, our experienced attorneys provide expert legal advice and representation to clients in need. With a commitment to excellence and personalized service, Lamb & Lamb is dedicated to helping individuals navigate the complexities of the legal system. Contact us today for professional and reliable legal assistance.

Herzog Law Firm, P.C. is a reputable institution located at 7 Southwoods Boulevard in Albany, New York, United States. Specializing in Estate Planning, Elder Law, Medicaid Planning, Estate Administration & Probate, Special Needs Planning, Guardianship, and Real Estate Law, the firm has been serving the Greater Capital Region, Hudson Valley, and Adirondack Regions since 1946. With a team of experienced professionals, Herzog Law Firm offers individualized and knowledgeable counsel to help clients plan for their future. Services include Estate Planning, Medicaid Planning, Special Needs Planning, Estate Administration, Probate, Wills, Trusts, and Advance Directives. The firm also provides valuable resources on topics such as Aging in Place, Life Estates, and Wills vs Trusts. Whether you already have an estate plan in place or are looking to start the planning process, Herzog Law Firm is here to assist. Schedule a free consultation today by calling 518-465-7581 or visiting their office at Corporate Woods in Albany.

Marshall & Sterling Insurance is a reputable insurance agency located at 29 Church Street in Hoosick Falls, New York, United States. With a strong commitment to providing personalized and comprehensive insurance solutions, they offer a wide range of coverage options to meet the unique needs of their clients. Whether you are looking for auto, home, life, or business insurance, their team of experienced professionals is dedicated to helping you find the right policy at competitive rates. Trust Marshall & Sterling Insurance to protect what matters most to you.

West Bay Financial Group LLC is a finance institution located at 53 Court Street in Plattsburgh, New York, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, we are here to help. Trust West Bay Financial Group LLC to help you navigate the complexities of the financial world and achieve your goals.

Morgan Stanley Financial Advisors is a renowned financial institution located at 86 Glen Street in Glens Falls, New York. As a leading provider of financial services, Morgan Stanley offers expert advice and guidance to individuals and businesses looking to manage their wealth, investments, and financial goals. With a team of experienced financial advisors, Morgan Stanley is committed to helping clients navigate the complexities of the financial world and make informed decisions to secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or invest in the stock market, Morgan Stanley Financial Advisors can provide the expertise and support you need to achieve your financial objectives.

Lighthouse Advisors, LLC is a financial advisory firm located at 543 Queensbury Avenue in Queensbury, New York. Our team of experienced professionals offers personalized financial planning and investment management services to help clients achieve their financial goals. With a focus on transparency, integrity, and client satisfaction, we strive to provide sound guidance and support to individuals and families seeking to build and protect their wealth. Contact us today to schedule a consultation and start planning for a secure financial future.

Madison Wealth Managers is a leading finance institution located at 138 Quaker Road in Queensbury, New York, United States. Our team of experienced wealth managers is dedicated to helping individuals and businesses achieve their financial goals through personalized investment strategies and financial planning. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Madison Wealth Managers is here to provide expert guidance and support every step of the way. Trust us to help you secure a brighter financial future.

Shane Racette - TD Wealth Financial Advisor is a trusted financial institution located at 9679 U.S. 9 in Chazy, New York. As a part of TD Wealth, Shane Racette offers expert financial advice and personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and providing top-notch customer service, Shane Racette - TD Wealth Financial Advisor is dedicated to helping clients make informed decisions and secure their financial future.

Paul C Hebert - Morgan Stanley is a reputable finance institution located at 86 Glen Street in Glens Falls, New York. As part of the prestigious Morgan Stanley brand, they offer a wide range of financial services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, they provide personalized investment strategies, wealth management, retirement planning, and more. Whether you are looking to grow your wealth or secure your financial future, Paul C Hebert - Morgan Stanley is dedicated to helping you navigate the complexities of the financial world with confidence.

Edward Jones - Financial Advisor: Meghan M Murray is a reputable financial institution located at 5 Warren Street in Glens Falls, New York. As a trusted advisor, Meghan M Murray provides personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships, she offers expert advice on investments, retirement planning, insurance, and more. Whether you are looking to grow your wealth or secure your financial future, Meghan M Murray at Edward Jones is dedicated to helping you make informed decisions and reach your financial aspirations.

The Offices of Attorney Elisabeth A. Hall & Miller Hall Financial is a comprehensive financial and insurance agency, offering expert legal services and financial planning in Bemus Point, New York. Located at 4950 Main Street, our team of professionals is dedicated to providing personalized solutions to meet the unique needs of our clients. Whether you require legal representation, insurance coverage, or financial advice, our experienced team is here to help you navigate the complexities of the legal and financial landscape. Trust Attorney Elisabeth A. Hall & Miller Hall Financial to provide you with the guidance and support you need to secure your future.

The Premium Select Group Inc. is an insurance agency located at 32 County Road 78, Middletown, New York, United States. We offer protection for your vehicles, rental properties, and personal belongings at an affordable price. As a local independent insurance agency serving the Lower Hudson Valley, we prioritize getting to know and understand your individual needs and goals. Our experienced agents work with reputable insurance companies to provide secure coverage tailored to you. Our clients appreciate our professional service and personalized approach. We offer coverage for unpredictable losses such as burglary, fire, water damage, and more. Ensure your personal property is adequately protected with our insurance policies. We also offer liability coverage for injuries on your property and additional living expense coverage in case your home becomes uninhabitable. Don't risk being unable to rent a property due to lack of insurance - our renters insurance policies cover all your needs. Protect your valuable possessions with our coverage options, including off-premises theft coverage. Our goal is to help you understand and address the unique risks you face with renters insurance. We serve clients in New York, New Jersey, Pennsylvania, Delaware, Georgia, and South Carolina. Contact us today to secure the protection you need.

Falcon Financial Advisors, located at 120 West 3rd Street in Jamestown, New York, is a trusted and valued financial and insurance services firm. Our goal is to empower our clients through proper protection and building towards financial independence. We offer securities through Securities America Inc. and advisory services through Securities America Advisors, Inc. Please note that not all products and services may be available in every state or jurisdiction. Securities America and Falcon Financial Advisors are separate companies dedicated to helping clients achieve their financial goals.

Great Lakes Consulting Group - UBS Financial Services Inc. is a reputable finance institution located at 201 West 3rd Street in Jamestown, New York, United States. With a team of experienced financial advisors, they provide a wide range of financial services to individuals, businesses, and organizations. Whether you are looking for investment advice, retirement planning, wealth management, or estate planning, the experts at Great Lakes Consulting Group - UBS Financial Services Inc. are dedicated to helping you achieve your financial goals. Visit their office today for personalized financial solutions tailored to your specific needs.

Castle Wealth Management, located at 15 East 5th Street in Jamestown, New York, is a trusted financial institution that has been serving individuals and families for over 20 years. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management solutions. With over $400 million in assets under management, we are committed to providing the best possible service to each client. As a Registered Investment Advisory firm, we adhere to the CFA Institute’s Asset Manager Code of Professional Conduct, ensuring that we always act as fiduciaries, putting our clients' best interests first. We are compensated through fully disclosed fees, eliminating any conflicts of interest that may arise from commissions or third-party incentives. Our team is focused on providing personalized service and current financial knowledge to help clients navigate the complexities of wealth management.

Merrill Lynch Wealth Management, located at 55 Southwestern Drive in Jamestown, New York, offers a wide range of financial services for individuals, families, business owners, executives, and institutions. With years of combined wealth management knowledge and experience, our advisors can provide personalized financial strategies to help you navigate rising or turbulent markets. Our advisors go beyond wealth planning advice to offer retirement income planning, guidance on concentrated stock positions, traditional investments, and access to estate planning services through Bank of America. We work closely with your outside professionals, such as accountants and tax attorneys, to create comprehensive financial strategies tailored to your long-term objectives.