The 30 Best Independent financial advisor in New York City, New York

Cristian Foronda is a reputable finance institution located at 6190 Jericho Turnpike in Commack, New York, United States. With a focus on providing expert financial services and guidance, Cristian Foronda is committed to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, the experienced professionals at Cristian Foronda are dedicated to providing top-notch service and support. Trust Cristian Foronda to help you navigate the complexities of the financial world and secure a prosperous future.

National Securities is a prominent financial institution located at 775 Park Avenue in Huntington, New York. As a full-service bank and ATM provider, we offer a wide range of financial services to meet the needs of our clients. Our dedicated team of professionals is committed to providing top-notch service and expert financial advice to help our clients achieve their financial goals. Whether you're looking to open a savings account, apply for a loan, or simply withdraw cash from our convenient ATMs, National Securities has you covered. Visit us today to experience the difference that our personalized approach to banking can make in your financial future.

Empire State Planning Group, Inc. located at 35 Robin Drive, Hauppauge, New York, is a finance institution dedicated to bringing your financial puzzle to life. Our goal is to help you navigate the complexities of personal finance, including insurance, investing, retirement planning, estate planning, corporate benefits, and wealth preservation. By working with our knowledgeable professionals, you can make informed decisions about your financial future and pursue your goals with confidence. Our services cover a wide range of financial and insurance management areas, including investment and retirement planning, risk management, and corporate group benefits. We specialize in creating customized financial strategies that are tailored to your specific needs, helping you achieve both short-term and long-term objectives. On our website, you'll find resources to assess your current financial situation, track progress towards your goals, and access educational articles and product information to enhance your financial strategy.

Castle Asset Management is a reputable finance and insurance agency located at 145 Marcus Boulevard in Hauppauge, New York, United States. With a team of experienced professionals, Castle Asset Management offers a wide range of financial services to help clients manage and grow their assets. Whether you are looking for investment advice, insurance solutions, or retirement planning, Castle Asset Management is committed to providing personalized and comprehensive financial strategies tailored to your individual needs. Trust Castle Asset Management to safeguard and enhance your financial future.

Hendel Wealth Management Group is a leading financial institution located at 95 Smithtown Boulevard in Smithtown, New York, United States. We specialize in providing personalized wealth management services to help our clients achieve their financial goals. Our team of experienced professionals offers expert guidance in investment strategies, retirement planning, estate planning, and more. With a focus on building long-term relationships based on trust and integrity, we are committed to helping our clients secure their financial future. Contact us today to learn more about how Hendel Wealth Management Group can help you reach your financial objectives.

Cristian Foronda is a reputable finance institution located at 621 Lake Avenue in Saint James, New York, United States. With a focus on providing expert financial services and guidance, Cristian Foronda is dedicated to assisting clients with their financial needs and goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, Cristian Foronda offers personalized solutions to help you achieve financial success. Trust in the expertise and professionalism of Cristian Foronda for all your financial needs.

Michael Giordano is a dedicated TD Wealth Relationship Manager located at 8206 5th Avenue in New York, United States. As a finance professional, Michael specializes in providing personalized wealth management solutions to individuals and families. With a strong focus on building long-term relationships and understanding each client's unique financial goals, Michael works diligently to create customized strategies that help clients achieve their financial objectives. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Michael Giordano is committed to providing expert guidance and exceptional service to help you navigate the complexities of the financial world. Contact Michael Giordano today to schedule a consultation and take the first step towards securing your financial future.

Sherley Jeanty is a reputable finance institution located at 9201 3rd Avenue in New York, United States. With a strong focus on providing personalized financial solutions, Sherley Jeanty offers a wide range of services including investment planning, wealth management, and retirement planning. Their team of experienced financial experts is dedicated to helping clients achieve their financial goals and secure their financial future. Visit Sherley Jeanty today for expert financial advice and guidance.

Michael Giordano is a dedicated TD Wealth Relationship Manager located at 6628 18th Avenue in New York, United States. As a finance institution, Michael Giordano offers personalized wealth management services to help clients achieve their financial goals. With a focus on building strong relationships and providing expert financial advice, Michael Giordano is committed to helping clients navigate the complex world of finance with confidence and ease. Whether you are planning for retirement, investing for the future, or looking to grow your wealth, Michael Giordano is here to provide tailored solutions to meet your individual needs.

Michael Giordano is a dedicated TD Wealth Relationship Manager located at 1104 Avenue J in New York, United States. As a finance institution, Michael Giordano provides personalized financial advice and services to help clients achieve their financial goals. With a strong background in wealth management and a commitment to building long-lasting relationships, Michael Giordano is dedicated to providing top-notch financial solutions tailored to each client's unique needs. Contact Michael Giordano today to start planning for a secure financial future.

Luis Vazquez is a reputable finance institution located at 1715 Bedford Avenue in New York, United States. With a strong focus on providing personalized financial solutions, Luis Vazquez offers a wide range of services including investment management, retirement planning, and wealth management. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Visit Luis Vazquez today to experience top-notch financial services tailored to your specific needs.

Laconte Group - Alex Brown, a division of Raymond James, located at 200 Liberty Street in New York, is a finance institution that offers personalized financial advisory services to individuals, families, and institutions. Their team of experts create customized investment strategies and provide high-quality service to help clients achieve success in managing personal wealth or growing their businesses. Comprehensive planning is emphasized to address all aspects of a client's financial life, ensuring a well-conceived plan for financial independence. With a focus on diversification and risk management, the institution helps clients meet their long-term objectives while planning for longevity in retirement. By gaining a deep understanding of each client's goals and preferences, the team designs and manages tailored plans that fit their unique needs. The institution applies analytical capabilities to manage market risk, identify investment opportunities, and build balanced portfolios, addressing individual needs and specific financial matters. Stay informed about the latest changes and how they may impact beneficiaries by consulting with Laconte Group - Alex Brown, a division of Raymond James.

Donna Dougan - TD Wealth Relationship Manager is a finance institution located at 5801 Myrtle Avenue in New York, United States. As a dedicated wealth relationship manager, Donna Dougan offers personalized financial advice and services to help clients achieve their financial goals. With a strong background in finance and a commitment to exceptional customer service, Donna Dougan is a trusted partner for individuals and businesses looking to grow and protect their wealth. Contact Donna Dougan - TD Wealth Relationship Manager today to start building a secure financial future.

Sime Services, LLC is a reputable institution located at 124 Sunnyside Avenue in New York, United States. Specializing in finance and health services, Sime Services, LLC offers a wide range of financial and healthcare solutions to meet the needs of individuals and businesses alike. With a team of experienced professionals, they provide expert advice and personalized services to help clients achieve their financial and health goals. Whether you need assistance with financial planning, investment management, or healthcare consulting, Sime Services, LLC is dedicated to providing top-notch services that prioritize the well-being and success of their clients.

Dmitry Gurvich - TD Wealth Relationship Manager is a finance institution located at 41-01 Queens Boulevard in New York, United States. As a trusted wealth management professional, Dmitry Gurvich provides personalized financial advice and solutions to help clients achieve their financial goals. With a focus on building strong relationships and understanding each client's unique needs, Dmitry Gurvich offers expertise in investment planning, retirement planning, and wealth preservation. Whether you are looking to grow your wealth, plan for the future, or protect your assets, Dmitry Gurvich is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Donna Dougan - TD Wealth Relationship Manager is a finance institution located at 70-05 Northern Boulevard in New York, United States. As a trusted advisor, Donna Dougan specializes in providing personalized wealth management services to clients. With a focus on building long-term relationships, Donna works closely with individuals and families to help them achieve their financial goals. Whether it's retirement planning, investment strategies, or estate planning, clients can rely on Donna Dougan for expert advice and guidance. Experience the difference of working with a dedicated TD Wealth Relationship Manager at Donna Dougan's office in New York.

Payne Capital Management, located at 231 West 29th Street in New York, is a finance institution dedicated to helping clients achieve financial security and independence. With a client-centered approach, the team at PCM, led by Bob, Ryan, and Chris Payne, creates customized Financial Master Plans tailored to each individual's wants, needs, and goals. Whether it's creating, growing, or sustaining wealth, PCM is committed to addressing the pain points that come with financial planning. Bob Payne, a financial expert, provides weekly insights on market news and its impact on investment strategies. Additionally, members of the PCM team frequently share their expertise on popular media programs to provide valuable insights on the latest financial news.

Ashley Elezi - TD Wealth Relationship Manager is a finance institution located at 2063 Ralph Avenue in New York, United States. As a trusted relationship manager at TD Wealth, Ashley Elezi provides personalized financial advice and services to help clients achieve their financial goals. With a strong background in wealth management and a commitment to exceptional customer service, Ashley Elezi is dedicated to helping clients make informed decisions about their investments and financial planning. Visit Ashley Elezi - TD Wealth Relationship Manager today to start building a secure financial future.

Perrotto Private Wealth is a prestigious finance institution located at 156-25 95th Street in New York, United States. With a focus on providing personalized wealth management services, Perrotto Private Wealth is dedicated to helping individuals and families achieve their financial goals. Their team of experienced professionals offers a wide range of financial services, including investment management, retirement planning, estate planning, and tax strategies. Clients can trust Perrotto Private Wealth to provide expert guidance and support in navigating the complexities of the financial world, ensuring a secure and prosperous future.

Strategic Wealth Management is a leading finance institution located at 134 Broadway in the heart of New York, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies and comprehensive wealth management services. Whether you are planning for retirement, saving for your children's education, or growing your investment portfolio, our experts are here to provide tailored solutions to meet your needs. Trust Strategic Wealth Management to guide you towards financial success and security.

Le Gare & Associates is a renowned finance institution located at 15232 Rockaway Boulevard in New York, United States. With a team of experienced professionals, Le Gare & Associates offers a wide range of financial services to individuals and businesses. Whether you need help with investments, retirement planning, or estate planning, their experts are dedicated to providing personalized solutions tailored to your specific needs. Trust Le Gare & Associates to help you navigate the complexities of the financial world and achieve your goals.

Donna Dougan - TD Wealth Relationship Manager is a finance institution located at 490 Myrtle Avenue in New York, United States. As a dedicated Relationship Manager, Donna Dougan provides personalized wealth management services to clients, helping them achieve their financial goals and secure their financial future. With a strong background in finance and a commitment to excellence, Donna Dougan offers expert advice and guidance to clients seeking to grow and protect their assets. Whether you are looking to invest, save for retirement, or plan for the future, Donna Dougan is here to help you every step of the way.

Jason Leberfeld - TD Wealth Relationship Manager is a finance institution located at 175-30 Horace Harding Expressway in New York, United States. As a Relationship Manager, Jason Leberfeld provides personalized financial advice and solutions to help clients achieve their financial goals. With a focus on wealth management, investment planning, and retirement strategies, clients can trust in Jason Leberfeld's expertise and dedication to guiding them towards financial success.

TransGlobal Holding Company, located at 38-08 Union Street in New York, is a finance, insurance, and real estate agency providing professional and complete All-In-One services for its clients. With over 30 years of experience in financial planning and management, TransGlobal aims to serve the Asian communities in the U.S. The institution offers a wide range of services including tax coaching and planning, tax filing, business incorporation, life insurance, annuity, financial management, mortgage financing, real estate, asset management, health insurance, and Property & Casualty insurance. TransGlobal's one-stop shop wealth management approach provides all-inclusive services to clients. The institution's affiliated companies consist of over 5,000 professional independent agents across major U.S. cities. Founded in 1994, Transpacific Financial Inc. specializes in providing insurance and pension products to help clients establish more comprehensive and timely services. Please visit the headquarters in Monrovia for more information. Please note that investing in securities involves risks, and consultation with a personal tax or legal advisor is recommended before making any financial decisions.

RichFaith Inc. is a leading finance institution located at 152-04 Bayside Avenue in New York, United States. With a strong commitment to helping individuals and businesses achieve financial success, RichFaith Inc. offers a wide range of financial services including wealth management, investment planning, and financial consulting. Our team of experienced professionals is dedicated to providing personalized solutions that meet the unique needs of our clients. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, RichFaith Inc. is here to help you every step of the way. Trust us to be your partner in building a secure financial future.

Women Wealth Solutions is a finance institution located at 9 Park Place in Great Neck, New York, United States. Our mission is to empower women to take control of their financial future through personalized wealth management solutions. Our team of experienced financial advisors is dedicated to helping women achieve their financial goals and build a secure financial foundation. Whether you are planning for retirement, investing for the future, or need assistance with estate planning, Women Wealth Solutions is here to provide you with the guidance and support you need. Visit us today to start your journey towards financial independence.

The WealthPlan LLC, located at 60 Cuttermill Road in Great Neck, New York, is a finance institution that offers personalized wealth strategies designed exclusively for your needs. Led by Certified Financial Planner David Warshaw, who has over 20 years of experience, the institution follows a unique Four Seasons Approach to Financial Planning. This approach provides a fully customizable framework to help clients reach their retirement goals by guiding them through each quarter of the year with tailored strategies. At The WealthPlan LLC, the focus is on optimizing clients' finances for both the present and the future. By helping clients understand their monthly expenses, savings rate, and future income, the institution aims to ensure that clients can retire with confidence. Proactive tax planning is also a key aspect, with a thorough review of prior year's tax returns and strategies to lower taxes using tools like Holistiplan.

Guide Right To Wealth LLC is a leading finance institution located at 219-16 Linden Boulevard in New York, United States. Our team of experts is dedicated to helping individuals and businesses achieve financial success through personalized guidance and strategic planning. Whether you are looking to invest, save for retirement, or grow your wealth, we are here to provide you with the tools and resources you need to reach your financial goals. Trust Guide Right To Wealth LLC to guide you on the path to financial security and prosperity.

Osaic Wealth is a prestigious finance institution located at 1615 Northern Boulevard in Manhasset, New York, United States. Our experienced team of financial experts provides personalized wealth management services to help clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Osaic Wealth offers tailored solutions to meet your needs. Trust us to guide you towards a secure financial future.

Harry Katz & Associates is a reputable finance institution located at 303 Merrick Road in Lynbrook, New York. With a commitment to providing top-notch financial services, our team of experts is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, we have the knowledge and experience to guide you every step of the way. Trust Harry Katz & Associates to provide personalized financial solutions tailored to meet your unique needs.