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Guide > Individual investment advisers in New York

Top 30 Best Individual investment advisers in New York

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  • 5 6
    #1

    Fortitude Investment Group

    ● Open
    417 E Main St #300, Port Jefferson, NY 11777, United States
    (631) 474-1610
    fortitudeinvestments.com

    Fortitude Investment Group is a finance institution located at 417 East Main Street, Port Jefferson, New York, United States.

    Financial Service
    Details
  • 5 9
    #2

    642 advising

    ● Open
    2200 Northern Blvd, Greenvale, NY 11548, United States
    (516) 873-4649
    642advising.com

    642 Advising is a finance institution located at 2200 Northern Boulevard in Greenvale, New York. Our team of experienced financial advisors provides personalized guidance and strategies to help clients achieve their financial goals.

    Photo of 642 advising - 2200 Northern Boulevard, Greenvale, NY 11548, USA Photo of 642 advising - 2200 Northern Boulevard, Greenvale, NY 11548, USA Photo of 642 advising - 2200 Northern Boulevard, Greenvale, NY 11548, USA
    Financial Service
    Details
  • 5 2
    #3

    Fiduciary First Advising, Fee-Only Retirement Planner

    ● Open
    160 Linden Oaks, Rochester, NY 14625, United States
    (585) 270-6132
    fiduciaryfirstadvising.com

    Fiduciary First Advising is a fee-only financial institution located in Rochester, New York, dedicated to serving the hard-working individuals of the area who have saved and sacrificed for their retirement.

    Photo of Fiduciary First Advising, Fee-Only Retirement Planner - 160 Linden Oaks, Rochester, NY 14625, USA Photo of Fiduciary First Advising, Fee-Only Retirement Planner - 160 Linden Oaks, Rochester, NY 14625, USA Photo of Fiduciary First Advising, Fee-Only Retirement Planner - 160 Linden Oaks, Rochester, NY 14625, USA
    Financial Service
    Details
  • 5 3
    #4

    Sandhill Investment Management

    ● Open
    Key Center South Tower, Buffalo, NY 14202, United States
    (716) 852-0279
    sandhill-im.com

    Sandhill Investment Management, located in Buffalo, New York, is a reputable finance institution with over $2.14 billion in total assets under management and advisement.

    Financial Service
    Details
  • #5

    Adviser First Partners LLC

    ● Open
    53 Assembly Dr Suite #60, Mendon, NY 14506, United States
    (855) 502-8919
    adviserfirstpartners.com

    Adviser First Partners LLC is a finance institution located at 53 Assembly Drive in Mendon, New York, United States.

    Photo of Adviser First Partners LLC - 53 Assembly Drive, Mendon, NY 14506, USA
    Financial Service
    Details
  • #6

    Sterling Investment Counsel, LLC

    ● Open
    360 Delaware Ave Suite 400, Buffalo, NY 14202, United States
    (716) 783-7054
    sterinv.com

    Sterling Investment Counsel, LLC is a finance institution located at 360 Delaware Avenue in Buffalo, New York. As an independent, SEC Registered Investment Adviser, we specialize in providing comprehensive investment management services.

    Photo of Sterling Investment Counsel, LLC - 360 Delaware Avenue, Buffalo, NY 14202, USA
    Financial Service
    Details
  • #7

    Virtuoso Advising for Artists

    ● Open
    819 Saratoga Rd, Burnt Hills, NY 12027, United States
    (518) 707-0600
    virtuosoadvising.com

    Virtuoso Advising for Artists is a leading financial institution located at 819 Saratoga Road in Ballston, New York, United States.

    Photo of Virtuoso Advising for Artists - 819 Saratoga Road, Ballston, NY 12027, USA Photo of Virtuoso Advising for Artists - 819 Saratoga Road, Ballston, NY 12027, USA Photo of Virtuoso Advising for Artists - 819 Saratoga Road, Ballston, NY 12027, USA
    Financial Service
    Details
  • #8

    Advanced Alpha Advisers, LLC

    ● Open
    2 Overhill Road, Scarsdale, New York 10583, United States
    (914) 358-3266
    advancedalphaadvisers.com

    Welcome to Advanced Alpha Advisers, LLC Located in the heart of Scarsdale, New York, Advanced Alpha Advisers, LLC is your trusted partner in navigating the complex world of finance.

    Financial Service
    Details
  • #9

    ECH Investings

    ● Open
    112 Gerard Road, Yaphank, New York 11980, United States
    (631) 504-0044

    Welcome to ECH Investings, your trusted partner in financial growth and success.

    Details
  • 5 55
    #10

    Buffalo Financial

    ● Open
    4990 Transit Rd, Depew, NY 14043, United States
    (716) 771-1888
    buffalofinancial.com

    Buffalo Financial, located at 4990 Transit Road in Depew, New York, is a comprehensive finance institution that goes beyond traditional wealth management.

    Photo of Buffalo Financial - 4990 Transit Road, Depew, NY 14043, USA Photo of Buffalo Financial - 4990 Transit Road, Depew, NY 14043, USA Photo of Buffalo Financial - 4990 Transit Road, Depew, NY 14043, USA
    Financial Service
    Details
  • 5 21
    #11

    Sheridan Residential Group | Realtors | Real Estate

    ● Open
    421 Huguenot Street, New Rochelle, New York 10801, United States
    (914) 740-4600
    sheridanres.com

    Welcome to Sheridan Residential Group | Realtors | Real Estate, your trusted partner in navigating the dynamic real estate market of Westchester and its surrounding areas.

    Photo of Sheridan Residential Group | Realtors | Real Estate - 421 Huguenot Street, New Rochelle, NY 10801, USA Photo of Sheridan Residential Group | Realtors | Real Estate - 421 Huguenot Street, New Rochelle, NY 10801, USA Photo of Sheridan Residential Group | Realtors | Real Estate - 421 Huguenot Street, New Rochelle, NY 10801, USA
    Real Estate Agent
    Details
  • 4.9 89
    #12

    Jim Rollo - State Farm Insurance Agent

    ● Open
    1332 Upper, Front St Ste 1, Binghamton, NY 13901, United States
    (607) 238-1355
    jimmyrollo.com

    Jim Rollo - State Farm Insurance Agent is a trusted insurance agency located on Front Street in Binghamton, New York, United States. They specialize in providing State Farm Insurance and Financial Services in New York and Pennsylvania.

    Photo of Jim Rollo - State Farm Insurance Agent - Front Street, Binghamton, NY 13901, USA Photo of Jim Rollo - State Farm Insurance Agent - Front Street, Binghamton, NY 13901, USA Photo of Jim Rollo - State Farm Insurance Agent - Front Street, Binghamton, NY 13901, USA
    Insurance Agency
    Details
  • 4.9 444
    #13

    Hector Camilo Jr - State Farm Insurance Agent

    ● Open
    584 E 187th St, Bronx, NY 10458, United States
    (347) 271-7166
    hectorcamilo.com

    Hector Camilo Jr - State Farm Insurance Agent is a reputable insurance agency located at 584 East 187th Street in New York, United States. They offer a wide range of insurance products and services to meet the needs of individuals and small businesses.

    Photo of Hector Camilo Jr - State Farm Insurance Agent - 584 East 187th Street, Bronx, NY 10458, USA Photo of Hector Camilo Jr - State Farm Insurance Agent - 584 East 187th Street, Bronx, NY 10458, USA Photo of Hector Camilo Jr - State Farm Insurance Agent - 584 East 187th Street, Bronx, NY 10458, USA
    Insurance Agency
    Details
  • 4.9 473
    #14

    Soribel Holguin - State Farm Insurance Agent

    ● Open
    12 N Broadway Suite 3, Haverstraw, NY 10927, United States
    (845) 942-3960
    haverstrawagent.com

    Soribel Holguin - State Farm Insurance Agent is a trusted insurance agency located at 12 N Broadway, Haverstraw, New York, United States. Our agency offers a range of insurance products and services to help protect you and your loved ones.

    Photo of Soribel Holguin - State Farm Insurance Agent - 12 N Broadway, Haverstraw, NY 10927, USA Photo of Soribel Holguin - State Farm Insurance Agent - 12 N Broadway, Haverstraw, NY 10927, USA Photo of Soribel Holguin - State Farm Insurance Agent - 12 N Broadway, Haverstraw, NY 10927, USA
    Insurance Agency
    Details
  • 4.9 62
    #15

    Drucker Wealth Management

    ● Open
    2 Park Ave #300, New York, NY 10016, United States
    (212) 681-0460
    druckerwealth.com

    Drucker Wealth Management is a renowned financial institution located at 2 Park Avenue in New York, New York. Specializing in accounting and finance, our team of experts is dedicated to helping individuals and businesses achieve their financial goals.

    Photo of Drucker Wealth Management - 2 Park Avenue, Manhattan, New York 10016, USA
    Accounting Service Financial Service
    Details
  • 4.9 78
    #16

    New Drug Loft

    ● Open
    1410 2nd Avenue, Manhattan, New York, United States
    (212) 879-0910
    newdrugloft.com

    Welcome to New Drug Loft, your trusted partner in personalized pharmaceutical care, located at 1410 2nd Avenue in the heart of Manhattan, New York.

    Photo of New Drug Loft - 1410 2nd Avenue, Manhattan, New York 10021, USA Photo of New Drug Loft - 1410 2nd Avenue, Manhattan, New York 10021, USA Photo of New Drug Loft - 1410 2nd Avenue, Manhattan, New York 10021, USA
    Medical Services Pharmacy Store
    Details
  • 4.9 86
    #17

    Dime Community Bank

    ● Open
    300 Cadman Plaza West, Brooklyn, New York 11201, United States
    (800) 321-3463
    dime.com

    Welcome to Dime Community Bank, your trusted financial partner located at 300 Cadman Plaza West, Brooklyn, New York.

    Financial Service
    Details
  • 4.9 51
    #18

    Max Sherman | Licensed Real Estate Advisor

    ● Open
    372 West Broadway, Manhattan, New York, United States
    (646) 824-9301
    sherman2max.com

    Welcome to Max Sherman | Licensed Real Estate Advisor, your premier real estate agency located at 372 West Broadway, Manhattan, New York.

    Photo of Max Sherman | Licensed Real Estate Advisor - 372 West Broadway, Manhattan, New York 10012, USA Photo of Max Sherman | Licensed Real Estate Advisor - 372 West Broadway, Manhattan, New York 10012, USA Photo of Max Sherman | Licensed Real Estate Advisor - 372 West Broadway, Manhattan, New York 10012, USA
    Real Estate Agent
    Details
  • 4.9 84
    #19

    LIREIA / Long Island Real Estate Investor Associations

    ● Open
    5018 Express Drive South, Lake Ronkonkoma, New York 11779, United States
    (631) 504-6096
    lireia.com

    Welcome to LIREIA (Long Island Real Estate Investor Associations), your premier destination for real estate investing success on Long Island and beyond.

    Photo of LIREIA / Long Island Real Estate Investor Associations - 5018 Express Drive South, Lake Ronkonkoma, NY 11779, USA Photo of LIREIA / Long Island Real Estate Investor Associations - 5018 Express Drive South, Lake Ronkonkoma, NY 11779, USA Photo of LIREIA / Long Island Real Estate Investor Associations - 5018 Express Drive South, Lake Ronkonkoma, NY 11779, USA
    Real Estate Agent
    Details
  • 4.8 153
    #20

    Ken Kortright - State Farm Insurance Agent

    ● Open
    224 East Main Street, Patchogue, New York 11772, United States
    (631) 289-7300
    kenkortright.com

    Welcome to Ken Kortright - State Farm Insurance Agent, your trusted insurance agency located at 224 East Main Street, Suite A, Patchogue, New York.

    Photo of Ken Kortright - State Farm Insurance Agent - 224 East Main Street, Patchogue, NY 11772, USA Photo of Ken Kortright - State Farm Insurance Agent - 224 East Main Street, Patchogue, NY 11772, USA Photo of Ken Kortright - State Farm Insurance Agent - 224 East Main Street, Patchogue, NY 11772, USA
    Insurance Agency
    Details
  • 4.6 251
    #21

    Gzavnili LLC

    ● Open
    1914 Kings Hwy, Brooklyn, NY 11229, United States
    (718) 676-0022
    gzavnili.com

    Gzavnili LLC is a reputable institution located at 1914 Kings Highway in New York, United States. We offer a wide range of services including business consulting, financial advising, and project management.

    Photo of Gzavnili LLC - 1914 Kings Highway, Brooklyn, NY 11229, USA Photo of Gzavnili LLC - 1914 Kings Highway, Brooklyn, NY 11229, USA Photo of Gzavnili LLC - 1914 Kings Highway, Brooklyn, NY 11229, USA
    Details
  • 4.5 98
    #22

    Julio Tejada - State Farm Insurance Agent

    ● Open
    611 W 171st St, New York, NY 10032, United States
    (212) 568-8100
    juliotejada.com

    Julio Tejada - State Farm Insurance Agent is an insurance agency located at 611 West 171st Street in New York, New York, United States.

    Photo of Julio Tejada - State Farm Insurance Agent - 611 West 171st Street, Manhattan, New York 10032, USA
    Insurance Agency
    Details
  • 4.4 82
    #23

    Sharestates

    ● Open
    45 N Station Plaza # 400, Great Neck, NY 11021, United States
    (212) 201-0750
    sharestates.com

    Sharestates is an online marketplace lending and investing platform located at 45 North Station Plaza, Great Neck, New York, United States.

    Photo of Sharestates - 45 North Station Plaza, Great Neck, NY 11021, USA Photo of Sharestates - 45 North Station Plaza, Great Neck, NY 11021, USA Photo of Sharestates - 45 North Station Plaza, Great Neck, NY 11021, USA
    Financial Service
    Details
  • 5 1
    #24

    Spano Advisory Services, Inc.

    ● Open
    960 US-6, Mahopac, NY 10541, United States
    (845) 621-1870
    spanoadvisory.com

    Spano Advisory Services, Inc. is a finance institution located at 960 U.S. 6 in Mahopac, New York.

    Financial Service
    Details
  • 5 6
    #25

    Harness Wealth

    ● Open
    32 6th Ave Floor 13, New York, NY 10013, United States
    (646) 586-5427
    harnesswealth.com

    Harness Wealth is a finance institution located at 32 6th Avenue in New York, United States. They offer a unique platform for tax and financial advice that is tailored to each individual's specific situation.

    Photo of Harness Wealth - 32 6th Avenue, Manhattan, New York 10013, USA Photo of Harness Wealth - 32 6th Avenue, Manhattan, New York 10013, USA Photo of Harness Wealth - 32 6th Avenue, Manhattan, New York 10013, USA
    Financial Service
    Details
  • 5 1
    #26

    Steward Partners global Advisory, LLC

    ● Open
    677 Broadway, Albany, NY 12207, United States
    (518) 419-6650
    stewardpartners.com

    Steward Partners Global Advisory, LLC is a finance institution located at 677 Broadway in Albany, New York, United States. They offer a wide range of financial advisory services to help individuals and businesses achieve their financial goals.

    Financial Service
    Details
  • 5 2
    #27

    LPL Financial, Peter Sclavo CERTIFIED FINANCIAL PLANNER , CHARTERED LIFE UNDERWRITER , ENROLLED AGENT.

    ● Open
    1937 Williamsbridge Rd, Bronx, NY 10461, United States
    (718) 684-2035

    LPL Financial, headed by Peter Sclavo, a CERTIFIED FINANCIAL PLANNER, CHARTERED LIFE UNDERWRITER, and ENROLLED AGENT, is a prestigious finance institution located at 1937 Williamsbridge Road in New York, United States.

    Financial Service
    Details
  • 5 1
    #28

    Kyle Henderson - Financial Advisor, Ameriprise Financial Services, LLC

    ● Open
    767 3rd Ave Fl 38th, New York, NY 10017, United States
    (646) 293-2221
    ameripriseadvisors.com

    Kyle Henderson - Financial Advisor at Ameriprise Financial Services, LLC, located at 767 3rd Avenue, New York, New York, United States, offers comprehensive financial planning services to clients.

    Photo of Kyle Henderson - Financial Advisor, Ameriprise Financial Services, LLC - 767 3rd Avenue, Manhattan, New York 10017, USA Photo of Kyle Henderson - Financial Advisor, Ameriprise Financial Services, LLC - 767 3rd Avenue, Manhattan, New York 10017, USA
    Financial Service
    Details
  • 5 1
    #29

    Merrill Lynch Financial Advisor Kurt A Schroder

    ● Open
    900 South Ave, Staten Island, NY 10314, United States
    (718) 494-5542
    fa.ml.com

    Merrill Lynch Financial Advisor Kurt A Schroder is a reputable finance institution located at 900 South Avenue in New York, United States.

    Financial Service
    Details
  • 5 11
    #30

    JW Lee - State Farm Insurance Agent

    ● Open
    24207 Northern Blvd, Queens, NY 11362, United States
    (718) 971-0224
    insurejwlee.com

    JW Lee - State Farm Insurance Agent is a reputable insurance agency located at 24207 Northern Boulevard in New York, United States.

    Photo of JW Lee - State Farm Insurance Agent - 24207 Northern Boulevard, Queens, NY 11362, USA Photo of JW Lee - State Farm Insurance Agent - 24207 Northern Boulevard, Queens, NY 11362, USA Photo of JW Lee - State Farm Insurance Agent - 24207 Northern Boulevard, Queens, NY 11362, USA
    Insurance Agency
    Details
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