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

Adam Roberts, Financial Advisor is a reputable finance institution located at 7 Executive Park Drive in New York, United States. With years of experience and expertise in the financial industry, Adam Roberts provides personalized financial advice and guidance to help clients reach their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Adam Roberts is dedicated to providing top-notch service and support to ensure financial success for all clients. Trust Adam Roberts, Financial Advisor to help you secure your financial future.

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.

Empire Asset Management Group is a leading financial institution located at 6 Executive Park Drive in New York, United States. With a team of experienced professionals, Empire Asset Management Group offers a wide range of financial services to help clients achieve their investment goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Empire Asset Management Group can provide personalized solutions to meet your needs. Trust in Empire Asset Management Group to guide you towards financial success.

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.

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.

Mussett Wealth Management is a reputable finance institution located at 579 North Greenbush Road in Rensselaer, New York, United States. Our team of experienced financial advisors is dedicated to helping our clients achieve their financial goals through personalized wealth management strategies. We offer a wide range of services including investment management, retirement planning, estate planning, and more. At Mussett Wealth Management, we prioritize building long-term relationships with our clients based on trust, transparency, and superior customer service. Contact us today to learn how we can help you secure your financial future.

Robert W. Baird & Co is a leading financial institution located in Albany, New York. With a strong reputation for excellence in finance, they offer a wide range of services including investment banking, wealth management, and asset management. Their team of experienced professionals is dedicated to providing personalized solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial markets, Robert W. Baird & Co is committed to providing expert guidance and support every step of the way. Visit their office at 54 New York 5, Albany, New York to learn more about how they can help you 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.

Merrill Lynch Financial Advisor Andrew J Bullock, located at 69 State Street, Albany, New York, United States, offers access to a wide range of investment solutions from Merrill and banking products from Bank of America. With timely insights on market trends and global economy, the institution helps clients stay on track with their financial goals. By understanding the full financial picture of each client, personalized wealth management strategies are created to navigate the ever-changing market conditions. Merrill advisors provide investing insights and banking capabilities to help clients make informed decisions as they pursue their goals. With a focus on bringing fresh perspectives to financial life, Merrill goes beyond the traditional role of an advisor to help clients build a secure financial future. Please note that Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice, and it is recommended to consult with the appropriate advisors before making any financial decisions.

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.

Merrill Lynch Financial Advisor Valerie Rhodes is a reputable financial institution located at 69 State Street in Albany, New York, United States. As a trusted finance advisor, Valerie Rhodes provides personalized financial planning services to help clients achieve their financial goals and secure their future. With a wealth of experience and expertise in the finance industry, clients can trust Merrill Lynch Financial Advisor Valerie Rhodes to provide sound financial advice and guidance. Whether you are looking to invest, plan for retirement, or manage your assets, Valerie Rhodes is committed to helping you make informed financial decisions. Contact Merrill Lynch Financial Advisor Valerie Rhodes today to schedule a consultation and take control of 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.

Merrill Lynch Financial Advisor Morgan P Brooks, located at 449 New York 146 in New York, United States, is a finance institution supported by the global resources of Merrill. The team is dedicated to building strong client relationships based on trust and personalized service. Your financial advisor at Merrill Lynch Wealth Management focuses on your family, goals, and priorities, adapting as they change over time. By starting with a conversation, your advisor helps you identify and prioritize your most important goals, whether it's transferring wealth, pursuing passions, or planning for the future. The Investment Personality Assessment helps customize your financial approach based on your investing preferences. The institution offers personalized financial guidance, retirement planning, wealth preservation, and portfolio services. By working with clients' tax and legal advisors, the team helps address investment challenges. The Merrill Personal Wealth Analysis™ creates a personalized plan centered around your goals. Regular check-ins ensure your financial approach reflects any changes in your life or the market. Your advisor will review your progress and make adjustments as needed to help you achieve your goals. With a focus on putting you first, Merrill Lynch Wealth Management Advisors are dedicated to helping you build a customized investment approach to pursue your goals. The institution provides the latest investment insights, tips, and strategies to help you live your best financial life.

Madison Wealth Managers is a leading financial institution located at 659 Plank Road in New York, United States. Our team of experienced wealth managers is dedicated to helping our clients achieve their financial goals through personalized investment strategies and comprehensive financial planning services. With a focus on building long-term relationships based on trust and transparency, we strive to provide our clients with the highest level of service and expertise in wealth management. Contact us today to learn more about how Madison Wealth Managers can help you secure your financial future.

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.

Merrill Lynch Financial Advisor Daniel S Sullivan is a prestigious finance institution located at 26 Century Hill Drive, Latham, New York, United States. The institution is known for its exceptional client service and has been recognized by Forbes for its outstanding wealth management teams and next-generation wealth advisors. The team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service. They believe in understanding each client's goals and priorities to create a financial approach tailored to their needs. With access to the global resources of Merrill and banking solutions from Bank of America, the team helps clients manage, grow, and preserve their wealth. By utilizing tools like the Investment Personality Assessment and the Merrill Personal Wealth Analysis™, they can develop personalized plans centered on each client's goals. The advisors at Merrill Lynch are committed to helping clients achieve their financial goals and stay on track, no matter how their life and the markets may change. With a focus on understanding each client personally, Merrill Lynch Financial Advisor Daniel S Sullivan offers customized investment strategies and comprehensive financial solutions to help clients live their best financial lives.

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.

André Turman - Morgan Stanley Financial Advisor is a reputable finance institution located at 1212 Troy-Schenectady Road in Latham, New York, United States. As a trusted financial advisor, André Turman provides expert guidance and personalized financial planning services to help clients achieve their financial goals. With a strong background in finance and a commitment to client satisfaction, André Turman is dedicated to providing top-notch financial advice and investment strategies. Whether you are looking to plan for retirement, save for your children's education, or grow your wealth, André Turman - Morgan Stanley Financial Advisor is here to help you navigate the complexities of the financial world.