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TOP 30 Independent financial advisor in New York, NY
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RGS Wealth Strategies
RGS Wealth Strategies is a finance institution located at 70 Linden Oaks in Rochester, New York, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, investing for the future, or looking to protect your assets, RGS Wealth Strategies is here to provide expert guidance and support. Contact us today to schedule a consultation and take the first step towards securing your financial future.
Royal Alliance Associates Inc
Royal Alliance Associates Inc is a finance institution located at 6800 Pittsford Palmyra Road in Fairport, New York, United States. As a leading provider of financial services, Royal Alliance Associates Inc offers a wide range of investment options and wealth management solutions to help clients achieve their financial goals. With a team of experienced financial advisors, Royal Alliance Associates Inc is dedicated to providing personalized and comprehensive financial planning services to individuals, families, and businesses. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Royal Alliance Associates Inc is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.
Cetera Investors
Cetera Investors is a finance institution located at 255 Woodcliff Drive in Fairport, New York, United States. With 43 fully staffed and equipped branch offices, Cetera Investors offers financial advisors the opportunity to have a strong presence in their local community while still maintaining ownership of their book and independence. The institution helps advisors identify areas with growth potential, provides resources and best practices to support their business, and sends high-intent, screened client leads directly to their inbox. Cetera Investors also assists with succession planning, marketing presence, client engagement, and practice management.
Stokes Wealth Solutions
Stokes Wealth Solutions is a finance institution located at 292 Washington Avenue Extension, Albany, New York, United States. The institution offers a range of financial services including insurance, investing, retirement planning, estate planning, and wealth preservation. With 38 years of experience, the dedicated and experienced Independent Financial Advisor at Stokes Wealth Solutions can help you make well-informed decisions to reach your financial goals. Securities are offered through Securities America, Inc., while advisory and financial planning services are offered through Securities America Advisors, Inc. Stokes Wealth Solutions and the Securities America companies are not affiliated. Please note that this site is for informational purposes only and does not constitute an offer to sell or solicit any security or product. Residents of the United States can benefit from the services offered at Stokes Wealth Solutions. Be sure to check the background of the investment professional before making any decisions. Visit the website to review interesting calculators and learn more about how Stokes Wealth Solutions can help you achieve your financial goals.
Trustco Bank
Trustco Bank, located at 1475 Western Avenue in Albany, New York, is a trusted institution offering a range of banking and financial services. With a focus on providing exceptional Home Town service, Trustco Bank has been serving customers for over 120 years. They offer various account options, such as Home Town Investment Checking and Savings Accounts, as well as Home Town Business Checking Accounts. Trustco Bank has been recognized as the #1 Bank in the Capital District and the Best Bank on Wolf Road. They are part of the Allpoint ATM Network, providing access to over 55,000 surcharge-free ATMs. Additionally, Trustco Bank offers mortgage and home equity options, as well as Individual Retirement Account (IRA) investment options. The institution is committed to giving back to the community, supporting organizations like Joseph’s House and Shelter and Vethelp. Trustco Bank is dedicated to providing trusted and innovative banking solutions while honoring their tradition of independence and strength. Come home to Trustco, your Home Town Bank.
Etico Wealth Management LLC
Etico Wealth Management LLC is a premier finance institution located at 1795 U.S. 9 in New York, United States. Our team of experienced professionals is dedicated to providing personalized wealth management solutions to help our clients achieve their financial goals. From investment strategies to retirement planning, we offer a wide range of services tailored to meet the unique needs of each individual. Trust Etico Wealth Management LLC to guide you towards a secure financial future.
Bucknam & Conley CPAs
Bucknam & Conley CPAs is a trusted CPA firm located at 18 Division Street in Saratoga Springs, New York. Specializing in tax planning and business advisory services, they are an independent member of BDO Alliance USA, providing expertise across various practice areas and industry sectors nationwide. With a cloud-based approach, Bucknam & Conley CPAs focus on serving domestic companies and their owners with the latest technology and resources. Clients have praised the firm for their dedication, insight, and proactive approach to staying current with changing regulations.
Bryan Ban Tax Consultant & Rep
Bryan Ban Tax Consultant & Rep is a trusted institution located at 209-35 Northern Boulevard in New York, United States. Specializing in accounting and finance services, we provide expert tax consulting and representation for individuals and businesses. With years of experience and a commitment to excellence, our team is dedicated to helping clients navigate the complexities of tax laws and regulations to maximize their financial success. Contact us today to learn more about how we can assist you with all of your accounting and finance needs.
Metropolitan Capital
Metropolitan Capital Tax & Wealth Management, located at 2801 Emmons Avenue in New York, United States, is a comprehensive financial institution specializing in accounting, finance, and legal services. Since 2006, our mission has been to provide clients with personalized wealth management strategies to minimize taxes and maximize wealth. We believe in integrating tax planning into financial planning, as taxes are often the largest lifetime expense for most individuals. Our team is dedicated to understanding each client's unique tax situation to develop effective financial plans that align with their goals. We emphasize the importance of reviewing tax returns to make informed investment decisions and prioritize client education on tax implications. At Metropolitan Capital, we strive for professional excellence and unwavering dedication to client service. Our commitment to tax planning as a key component of building wealth sets us apart from traditional advisors. Securities and Advisory Services offered through Osaic Wealth, Inc., Member FINRA, SIPC. Insurance and tax services are provided through Metropolitan Capital Tax & Wealth Management, Inc., an independent entity. Please note that investments in securities involve risk, and we recommend consulting with a professional before making any financial decisions. Our services are available to individuals residing in select states, and we do not endorse any content on social media platforms. When you access third-party websites through our site, you assume responsibility for any risks associated with their use. Contact us today to learn more about our personalized financial planning services.
EZ Tax Help
EZ Tax Help is a leading accounting and finance institution located at 102-47 Queens Boulevard in New York, United States. Our team of experienced professionals is dedicated to providing top-notch tax assistance and financial services to individuals and businesses alike. Whether you need help with tax preparation, bookkeeping, or financial planning, we are here to offer expert guidance and support. Trust EZ Tax Help to help you navigate the complexities of the financial world with ease and confidence.
Hudson Valley Credit Union
Hudson Valley Credit Union, located at 1639 Ulster Avenue in Lake Katrine, New York, is a trusted institution offering ATM and finance services. With a focus on helping members save and grow their money, they offer a competitive 5.62% APY for a 12-month term. The credit union also provides resources for raising financially independent children and has received awards for their dedication to serving over 340,000 members. They are proud to offer lending options to military members and their dependents, and are federally insured by the NCUA with equal housing opportunity. Additionally, insurance products are available through InsureOne Insurance Services America, LLC, although they are not NCUSIF insured and involve investment risk. HVCU is committed to accessibility and ensures their website meets W3C WAI's Web Content Accessibility Guidelines. Please note that internet and mobile banking access is restricted to authorized members only.
Join The Nest
Join The Nest is a leading travel agency located at 71 Audrey Avenue in Oyster Bay, New York, United States. As a part of the NEST-Network of Entrepreneurs Selling Travel, we are dedicated to supporting home-based travel agencies since 2004. Our focus is on helping entrepreneurs achieve financial, professional, and personal success by providing tailored solutions exclusively for them. At Join The Nest, we offer experienced agencies the choice to remain independent and book directly with suppliers using their own ARC, CLIA, IATA, or TRUE number. Alternatively, agencies can join our NEST Plus program, which provides the resources of a hosted agency for Independent Travel Advisors. We empower our members with options and a supportive community to call home.
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