TOP 10 Independent financial advisor in New York City, New York
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Greater American Finance Group
Welcome to Greater American Finance Group, your trusted partner in financial success, located in the heart of Manhattan at 160 Broadway, New York. As a premier financial services company, we are dedicated to providing personalized and innovative financial solutions tailored to meet the diverse needs of our clients. Our team of experienced professionals is committed to helping individuals, families, and businesses achieve their financial goals through expert guidance and a comprehensive suite of services. Whether you are looking for investment advice, wealth management, or financial planning, Greater American Finance Group is here to support your journey towards financial prosperity. Visit us today and discover how we can empower your financial future.
Flagstar Private Banking
Welcome to Flagstar Private Banking, your trusted partner in financial excellence located in the heart of Queens, New York. Situated at 118-35 Queens Boulevard, our distinguished establishment is dedicated to providing unparalleled banking and financial services tailored to meet the unique needs of our clients. At Flagstar Private Banking, we offer a comprehensive range of services, including personal and business banking, wealth management, and investment solutions. Our state-of-the-art ATMs ensure convenient and secure access to your accounts anytime, while our expert financial advisors are committed to guiding you through every financial decision with personalized strategies designed to achieve your goals.
Help Ready, Inc.
Welcome to Help Ready, Inc., your trusted partner in financial solutions, located at 118-21 Queens Boulevard, Queens, New York 11375. At Help Ready, Inc., we are dedicated to empowering individuals and businesses with expert financial advice and tailored services to meet your unique needs. Our experienced team offers a comprehensive range of services, including financial planning, investment management, tax preparation, and business consulting. We pride ourselves on delivering personalized solutions that help you achieve financial stability and growth. Whether you're planning for retirement, managing your investments, or seeking guidance for your business, Help Ready, Inc. is here to support you every step of the way. Visit us today and take the first step towards a secure financial future.
Ashford Finance
Welcome to Ashford Finance, your trusted partner in financial solutions, conveniently located at 40 Wall Street in the heart of Manhattan, New York. With a commitment to excellence and a client-centric approach, Ashford Finance offers a comprehensive range of financial services tailored to meet the unique needs of individuals and businesses alike. Our team of experienced professionals is dedicated to providing personalized guidance and innovative strategies to help you achieve your financial goals. Whether you are seeking investment advice, wealth management, or financial planning, Ashford Finance is here to support your journey to financial success. Discover the difference of working with a finance firm that prioritizes your future. Visit us today and let’s build a prosperous tomorrow together.
Tip Top Capital
Welcome to Tip Top Capital, your trusted partner in financial success, located in the heart of Manhattan at 40 Exchange Place, New York. At Tip Top Capital, we specialize in providing comprehensive financial solutions tailored to meet the unique needs of our diverse clientele. Whether you're an individual seeking to optimize your personal finances or a business looking for strategic financial guidance, our team of experienced professionals is here to help you navigate the complexities of the financial world. We pride ourselves on delivering personalized service with a commitment to excellence and integrity. Our range of services includes investment management, financial planning, risk assessment, and more, all designed to help you achieve your financial goals with confidence. At Tip Top Capital, we understand that your financial future is important, and we are dedicated to providing you with the expertise and resources necessary to secure it.
Carr Advance Capital LLC
Carr Advance Capital LLC is a premier financial services firm located in the heart of Brooklyn, New York. Situated at 391 Lewis Avenue, we specialize in providing innovative financial solutions tailored to meet the unique needs of our diverse clientele. Our team of experienced professionals is committed to delivering personalized services, including investment strategies, financial planning, and wealth management, to help you achieve your financial goals. At Carr Advance Capital LLC, we pride ourselves on our customer-centric approach, ensuring transparency, integrity, and excellence in all our interactions. Whether you are an individual seeking to grow your wealth or a business looking to optimize your financial operations, we are here to guide you every step of the way. Visit us today and experience the difference of a trusted financial partner dedicated to your success.
Sapphire Advisory Group
Welcome to Sapphire Advisory Group Located in the heart of Brooklyn, New York, at 4510 16th Avenue, Sapphire Advisory Group is your trusted partner in navigating the complex world of finance. Our commitment is to empower individuals and businesses with expert financial guidance tailored to meet your unique needs and aspirations.
SPG Advance
Welcome to SPG Advance, your trusted financial partner located in the heart of Brooklyn, New York. Situated at 1221 McDonald Avenue, SPG Advance is dedicated to providing exceptional financial services tailored to meet the unique needs of our diverse clientele. Our team of experienced professionals is committed to delivering personalized solutions, whether you're seeking investment advice, financial planning, or assistance with managing your assets. At SPG Advance, we understand the importance of financial security and growth. Our comprehensive approach ensures that we address every aspect of your financial well-being with precision and care. We pride ourselves on building long-lasting relationships with our clients, founded on trust, transparency, and mutual respect.
NYC Funding Group
Welcome to NYC Funding Group, your trusted partner in financial solutions located in the heart of Brooklyn at 2362 Nostrand Avenue. We specialize in providing tailored financial services to meet the diverse needs of individuals and businesses in the New York area. Whether you're looking to secure a loan, manage your investments, or seek financial advice, our experienced team is here to guide you every step of the way. At NYC Funding Group, we pride ourselves on our client-focused approach, offering personalized strategies to help you achieve your financial goals. Visit us today to discover how we can support your financial journey with integrity and excellence.
Metropolis NYC Inc.
Welcome to Metropolis NYC Inc., your trusted partner in navigating the complex world of finance. Conveniently located at 295 Avenue P, Brooklyn, New York, we are dedicated to providing exceptional financial services tailored to meet the unique needs of our clients. Our team of seasoned professionals is committed to delivering personalized solutions, whether you're an individual seeking financial planning advice or a business in need of strategic consultation. At Metropolis NYC Inc., we pride ourselves on our integrity, expertise, and customer-focused approach. Discover how we can help you achieve your financial goals with confidence. Visit us today and experience the difference in financial service excellence.
Leo Wealth Management
Welcome to Leo Wealth Management, your trusted partner in achieving financial success. Conveniently located at 1110 South Avenue, Staten Island, New York, our firm is dedicated to providing personalized financial planning and investment management services to individuals, families, and businesses. At Leo Wealth Management, we understand that each client has unique financial goals and challenges. Our team of experienced financial advisors is committed to delivering tailored strategies that align with your specific needs. Whether you're planning for retirement, managing investments, or seeking guidance on wealth preservation, we are here to help you navigate the complexities of the financial world with confidence.
Green Park Home Insurance Solutions
Welcome to Green Park Home Insurance Solutions Located at 1 Edgewater Street in the heart of Staten Island, New York, Green Park Home Insurance Solutions is your trusted partner in safeguarding your home and peace of mind. As a premier insurance agency, we understand that homeowners insurance is not just a luxury but a necessity, especially when it comes to protecting your most valuable asset from unforeseen events.
Luis Vazquez
Welcome to Luis Vazquez Financial Services, your trusted partner in navigating the complex world of finance. Located conveniently at 2173 86th Street, Brooklyn, New York, we our firm is dedicated to providing personalized financial solutions tailored to meet your individual needs. With a commitment to excellence and integrity, we offer a comprehensive range of services, including financial planning, investment management, and tax advisory. Our experienced team is here to guide you every step of the way, ensuring your financial goals are met with confidence and clarity. Whether you're planning for retirement, managing your investments, or seeking advice on tax strategies, Luis Vazquez Financial Services is here to help you achieve financial success. Visit us today and take the first step towards securing your financial future.
Bayridge Consumer Federation
Welcome to Bayridge Consumer Federation, your trusted partner in financial advocacy and consumer education, located at 425 Neptune Avenue, Brooklyn, New York. As a proud member of the esteemed Consumer Federation of America (CFA), we are part of a dynamic network of nearly 250 non-profit consumer organizations dedicated to advancing consumer interests through comprehensive research, effective advocacy, and empowering education. Established in 1968, the CFA has been at the forefront of consumer rights, and Bayridge Consumer Federation embodies this legacy by offering a range of services designed to inform and protect consumers. Our commitment is to equip you with the knowledge and resources necessary to make informed financial decisions, safeguarding your interests in an ever-evolving marketplace.
Wells Fargo Wealth Management
Welcome to Wells Fargo Wealth Management, your trusted partner in navigating the complexities of finance and investment. Conveniently located at 4864 Arthur Kill Road in Staten Island, New York, we are dedicated to serving the financial needs of our community with expertise and personalized attention. At Wells Fargo Wealth Management, we understand that every financial journey is unique. Our team of experienced financial advisors is committed to helping you achieve your financial goals, whether you're planning for retirement, managing your investments, or preserving your wealth for future generations. We offer a comprehensive range of services, including portfolio management, estate planning, retirement planning, and more, all tailored to meet your specific needs.
Credit Hounds
Welcome to Credit Hounds, your trusted financial partner located at 31 Bruno Lane, Staten Island, New York. At Credit Hounds, we specialize in providing expert financial solutions tailored to meet your unique needs. Whether you're looking to improve your credit score, manage debt, or seek advice on financial planning, our team of experienced professionals is here to guide you every step of the way. We pride ourselves on delivering personalized service and innovative strategies to help you achieve your financial goals. Visit us today and take the first step towards a healthier financial future with Credit Hounds. Your journey to financial freedom starts here.
Jason Hoffman
Welcome to Jason Hoffman Finance, your trusted partner in achieving financial success. Located conveniently at 859 Walt Whitman Road, Melville, New York, we are dedicated to providing personalized financial solutions tailored to meet the unique needs of each client. Our team of experienced professionals is committed to guiding you through every step of your financial journey, whether you’re planning for retirement, managing investments, or seeking advice on wealth management. At Jason Hoffman Finance, we understand that your financial goals are as unique as you are. That’s why we offer a comprehensive range of services designed to help you navigate the complexities of today’s financial landscape with confidence. Our client-focused approach ensures that you receive the highest level of service and the most effective strategies to achieve your objectives.
Primerica
Welcome to Primerica, your trusted insurance agency located at 910 Montauk Highway, Copiague, New York. At Primerica, we are committed to helping families and individuals achieve financial security and peace of mind. Our team of experienced professionals is dedicated to providing personalized insurance solutions tailored to meet your unique needs and goals. Whether you're looking for life insurance, investment opportunities, or financial guidance, Primerica offers a comprehensive range of services to protect your future and ensure your financial well-being. Our mission is to empower our clients with the knowledge and tools necessary to make informed decisions about their financial health.
Strategies for Wealth :JOHN SPOLETI
Welcome to Strategies for Wealth: John Spoleti, your trusted partner in financial planning and wealth management. Conveniently located at 1201 New York 112, Port Jefferson Station, New York, we are dedicated to helping individuals and families achieve their financial goals with personalized strategies tailored to your unique needs. At Strategies for Wealth, John Spoleti and his team bring years of expertise in the finance industry, offering a comprehensive range of services including retirement planning, investment management, estate planning, and insurance solutions. Our client-centered approach ensures that we understand your aspirations and craft a financial roadmap that aligns with your life goals.
The Fitzpatrick Capital Group - Morgan Stanley
Welcome to The Fitzpatrick Capital Group - Morgan Stanley, your trusted partner in financial excellence. Conveniently located at 414 Main Street, Port Jefferson, New York, we are dedicated to providing personalized financial solutions tailored to meet your unique needs. Our expert team specializes in a comprehensive range of services, including wealth management, investment strategies, retirement planning, and portfolio management. With a commitment to integrity, innovation, and client satisfaction, we strive to help you achieve your financial goals and secure a prosperous future. Visit us today to discover how we can assist you on your financial journey.
Stephen Anglim - Morgan Stanley
Welcome to Stephen Anglim - Morgan Stanley, your trusted partner in navigating the complex world of finance. Conveniently located at 414 Main Street, Port Jefferson, New York, we are dedicated to providing tailored financial solutions to meet your unique needs. With a deep commitment to excellence and a client-first approach, Stephen Anglim and his team offer a comprehensive range of services including wealth management, investment strategies, retirement planning, and more. Our goal is to help you achieve financial success and peace of mind through personalized guidance and expert advice. Visit us today and discover how we can help you secure a prosperous future.
Jose Rosario - Morgan Stanley
Welcome to Jose Rosario - Morgan Stanley, your trusted financial partner located in the heart of Port Jefferson, New York. Situated at 414 Main Street, our office is dedicated to providing personalized financial services to meet your unique needs. With a focus on building lasting relationships, we offer expert guidance in wealth management, investment planning, and retirement strategies. Our experienced team is committed to helping you achieve your financial goals with tailored solutions and insightful advice. Whether you're planning for the future, managing your investments, or seeking comprehensive financial planning, Jose Rosario - Morgan Stanley is here to support your journey every step of the way. Visit us today to discover how we can help secure your financial future.
PTSA Inc
Welcome to PTSA Inc., your trusted insurance agency located in the heart of Miller Place, New York. Conveniently situated at 9 Woodland Road, our team is dedicated to providing personalized insurance solutions tailored to meet your individual needs. At PTSA Inc., we understand that life is unpredictable, and that's why we offer a comprehensive range of insurance products, including home, auto, life, and business insurance, to ensure you and your assets are protected. Our experienced professionals are committed to delivering exceptional service and expert guidance, helping you make informed decisions with confidence. Whether you're looking to safeguard your family's future or secure your business operations, PTSA Inc. is here to support you every step of the way. Trust us to be your reliable partner in navigating the complexities of insurance with ease and peace of mind. Visit us today or contact our friendly team to discover how we can help protect what matters most to you.
Mutual Inc
Welcome to Mutual Inc., your trusted partner in achieving the financial future you envision. Conveniently located at 2410 North Ocean Avenue, Farmingville, New York, we specialize in providing tailored financial solutions to help you and your family navigate your retirement journey with confidence. At Mutual Inc., we understand that the first step in planning for retirement is identifying your income needs. Our comprehensive services include insights into asset allocation and diversification, designed to enhance your investment outcomes. Explore our MemberMinds video series to gain valuable knowledge about these critical financial strategies.
Snyder Wealth Group
Welcome to Snyder Wealth Group, your trusted partner in financial success, located at 1733 North Ocean Avenue, Medford, New York. At Snyder Wealth Group, we are dedicated to providing personalized financial services that empower individuals and businesses to achieve their financial goals. Our team of experienced financial advisors specializes in comprehensive wealth management, investment strategies, retirement planning, and estate planning. We pride ourselves on building long-lasting relationships with our clients through transparency, integrity, and a deep understanding of their unique financial needs. Whether you're planning for your future, growing your wealth, or securing your legacy, Snyder Wealth Group is here to guide you every step of the way. Visit us today and discover how we can help you create a brighter financial future.
Alan P. Todd - Morgan Stanley
Welcome to Alan P. Todd - Morgan Stanley, your trusted partner in financial planning and investment management. Conveniently located at 888 Veterans Memorial Highway in Hauppauge, New York, we are dedicated to helping you achieve your financial goals with personalized and strategic solutions. Our team of experienced financial advisors is committed to providing exceptional service, tailored advice, and a comprehensive range of investment products to meet your unique needs. At Alan P. Todd - Morgan Stanley, we understand that every client's financial journey is different. Whether you are planning for retirement, managing your wealth, or seeking investment opportunities, we offer a wide array of services designed to guide you through every stage of your financial life. Our approach is client-focused, ensuring that we listen to your aspirations and work collaboratively to develop strategies that align with your objectives.
Clear Coastal Group - Morgan Stanley
Welcome to Clear Coastal Group - Morgan Stanley, your trusted partner in navigating the financial seas. Conveniently located at 888 Veterans Memorial Highway in Hauppauge, New York, we are committed to providing comprehensive financial services tailored to meet your unique needs. Our team of experienced financial advisors is dedicated to delivering personalized investment strategies, wealth management solutions, and financial planning to help you achieve your long-term financial goals. At Clear Coastal Group - Morgan Stanley, we pride ourselves on our deep industry expertise, innovative solutions, and unwavering commitment to client satisfaction. Whether you're looking to grow your investments, plan for retirement, or manage your assets, we are here to guide you every step of the way. Visit us today and discover how we can help you secure a brighter financial future.
Stifel
Welcome to Stifel, your trusted partner in financial services, located conveniently at 1393 Veterans Memorial Highway, Hauppauge, New York. At Stifel, we pride ourselves on providing comprehensive financial solutions tailored to meet the unique needs of our clients. Our team of experienced professionals is dedicated to helping individuals, families, and businesses achieve their financial goals through personalized investment strategies, wealth management, and financial planning services. Whether you're planning for retirement, managing your assets, or seeking advice on investment opportunities, Stifel is here to guide you every step of the way. Visit us today to discover how we can help you secure a prosperous financial future.
Wealth Advisory Group, LLC
Welcome to Wealth Advisory Group, LLC, your trusted partner in financial planning and wealth management, located in the heart of Hauppauge, New York. Situated at 150 Motor Parkway, we are committed to providing personalized financial solutions tailored to meet the unique needs of each client. Our expert team of financial advisors brings years of experience and a deep understanding of the ever-changing financial landscape to help you achieve your financial goals. At Wealth Advisory Group, LLC, we offer a comprehensive range of services, including retirement planning, investment management, estate planning, and tax strategies. Our client-centric approach ensures that we take the time to understand your individual circumstances and aspirations, allowing us to create a customized financial plan that aligns with your objectives.
Boyajian Diane
Welcome to Boyajian Diane, your trusted partner in financial services located in Holbrook, New York. Situated at 428 Alphabet Street, we are dedicated to providing personalized and comprehensive financial solutions to meet your unique needs. With years of experience in the finance industry, Boyajian Diane offers a wide range of services including financial planning, investment advice, tax preparation, and retirement planning. Our team of skilled professionals is committed to helping you achieve financial success and security. We pride ourselves on delivering exceptional customer service and expert guidance tailored to your individual goals. Visit us at our Holbrook office to discover how we can assist you in navigating your financial journey with confidence and clarity. Whether you are planning for the future or managing your current financial situation, Boyajian Diane is here to support you every step of the way.
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