The 30 Best Individual investor needs in New York, New York

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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.

Immigration Advice Service is a leading institution located at 300 Cadman Plaza West, New York, United States, specializing in immigration law. Our team of expert immigration lawyers in Brooklyn Heights offer comprehensive legal assistance in all areas of U.S. immigration law, including short-stay visas, work visas, green cards, and citizenship applications. With years of experience and a stellar reputation for professionalism, we are dedicated to helping clients navigate the complex immigration process with ease. Whether you are looking to apply for a U.S. work visa, seeking guidance on the K1 or K3 Visa, or exploring options for family-based green cards, our experienced attorneys are here to assist you every step of the way. We offer tailored immigration advice, premium application services, and expert representation for appeals to ensure the best possible outcome for our clients.

Krause Law is a reputable law firm located at 20 Ridge Street in Glens Falls, New York. Specializing in various areas of law, Krause Law provides expert legal services to clients in the United States. With a team of experienced lawyers, Krause Law is dedicated to providing top-notch representation and personalized attention to each client. Whether you are facing a legal dispute, need assistance with estate planning, or require guidance on business law matters, Krause Law is here to help. Contact us today to schedule a consultation and discuss your legal needs.

Financial Guides Of The Northeast is a leading finance institution located at 105 West Bay Plaza in Plattsburgh, New York. Our team of expert financial advisors is dedicated to providing personalized guidance and support to help clients achieve their financial goals. Whether you need assistance with retirement planning, investment strategies, or wealth management, our experienced professionals are here to help. Trust Financial Guides Of The Northeast to provide you with the knowledge and resources you need to secure your financial future.

Joy's Tax Services is a reputable accounting and finance institution located at 10449 New York 22 in Granville, New York. With a team of experienced professionals, we specialize in providing top-notch tax services to individuals and businesses alike. Whether you need help with tax preparation, planning, or filing, we are here to assist you every step of the way. Our personalized approach and attention to detail ensure that your financial needs are met with precision and care. Trust Joy's Tax Services for all your accounting and finance needs in the United States.

Esquire Abstract is a reputable insurance agency located at 205 Oakdale Road in Johnson City, New York, United States. With a team of experienced professionals, Esquire Abstract specializes in providing comprehensive insurance solutions to individuals and businesses. Whether you are looking for auto, home, life, or business insurance, Esquire Abstract is dedicated to helping you find the right coverage to protect what matters most to you. Trust Esquire Abstract for all your insurance needs and experience personalized service and peace of mind.

The Southern Tier Group - Morgan Stanley is a finance institution located at 50 Front Street in Binghamton, New York, United States. As a part of the renowned Morgan Stanley brand, this institution offers a wide range of financial services including wealth management, investment banking, and asset management. With a team of experienced professionals, The Southern Tier Group is dedicated to helping clients achieve their financial goals and navigate the complexities of the financial markets. Whether you are an individual investor, a business owner, or an institution, The Southern Tier Group - Morgan Stanley is committed to providing tailored solutions to meet your unique needs.

Donald F Eurillo - Morgan Stanley is a trusted financial institution located at 50 Front Street in Binghamton, New York. As a branch of the renowned Morgan Stanley, we provide a wide range of financial services including wealth management, investment advice, retirement planning, and more. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you are an individual investor or a business owner, we are here to provide personalized solutions tailored to your specific needs. Visit us today to learn how we can help you navigate the complex world of finance with confidence and peace of mind.

Chris Hurd - Financial Advisor, Ameriprise Financial Services, LLC, located at 1550 Vestal Parkway East, Vestal, New York, United States, is a finance institution that prioritizes your individual goals and personal risk tolerance. With a focus on retirement, education, and major purchases, we provide investment, asset allocation, and portfolio recommendations tailored to your needs. Our client-centered approach involves documenting your goals, regular progress reviews, and updating strategies as life changes. You can securely access your investments and track your progress anytime, anywhere. As a trusted wealth manager, Ameriprise Financial was named one of the 2022 Most Trusted Wealth Management Companies by Investor’s Business Daily. Schedule a complimentary initial consultation to start planning for a more confident financial future. Please note that investment products involve risks, and securities are offered through Ameriprise Financial Services, LLC, with Chris Hurd conducting business with residents of registered states. Contact us today to discuss your financial goals.

Refco Management Co Inc is a premier institution located on Rock Hill Drive in Rock Hill, New York, United States. With a strong reputation for excellence in the financial industry, Refco Management Co Inc offers a wide range of services including investment management, financial planning, and wealth management. The skilled team of professionals at Refco Management Co Inc are dedicated to helping their clients achieve their financial goals and secure their financial future. Visit Refco Management Co Inc today and experience top-notch financial services tailored to meet your individual needs.

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. The institution emphasizes the importance of keeping track of personal items and offers tips to prevent damage during cleaning. They also provide information on DIY auto maintenance to help combat rising repair costs. Customers are reminded not to include sensitive information when contacting the agency. For those with accessibility needs, a phone number is provided. Investors are encouraged to carefully consider all information before making investment decisions. The institution works with State Farm Life Insurance Company and U.S. Bank National Association to provide life insurance, annuities, and deposit products. Pet insurance is also available through American Pet Insurance Company and ZPIC Insurance Company, administered by Trupanion Managers USA, Inc. State Farm is not responsible for third-party websites and advises customers to consult tax or legal advisors for personalized advice.

Mid City Brokerage Corporation is a leading institution located at 386 Broadway in New York, United States. Specializing in accounting, finance, and insurance services, our team of experienced professionals is dedicated to providing top-notch financial solutions to our clients. With a focus on personalized service and attention to detail, we strive to help individuals and businesses achieve their financial goals. Whether you are looking for expert tax advice, investment guidance, or insurance coverage, Mid City Brokerage Corporation is here to help. Visit us today to learn more about how we can assist you with your financial needs.

Located at 845 Classon Avenue in New York, United States, the Robert G. Larson State Farm Insurance Agent office is a trusted insurance agency serving the Brooklyn area. Conveniently situated near the Brooklyn Museum of Art and close to stops for the 2, 3, 4, 5 and S trains, our experienced team is dedicated to helping customers in areas such as Prospects Height, Crown Heights, Park Slope, Cobble Hill, and Ditmas Park with their insurance needs. With 17 years of experience as a State Farm Insurance Agent, Robert G. Larson and his team are committed to providing personalized insurance plans to fit the unique needs of each customer. Services offered include Car Insurance, Renters Insurance, Homeowners Insurance, Life Insurance, Health Insurance, and more. The office is also bilingual, offering assistance in both English and Spanish.

Cordero Law LLC is a boutique law firm located in the heart of New York City, specializing in Business Law, Entertainment Law, and Intellectual Property Law. Our innovative approach to legal services sets us apart from traditional law firms, as we aim to empower our clients rather than intimidate them. We understand that our clients are busy individuals, which is why we utilize technology to streamline communication and provide efficient legal solutions. Our team of experienced lawyers is dedicated to helping small business owners, entrepreneurs, entertainers, artists, and innovators navigate the complexities of the legal system. From business formation to contract drafting and negotiation, we offer a wide range of services tailored to meet the unique needs of each client.

The Stein Law Firm, located at 4436 Bedford Avenue in New York, is a trusted institution specializing in real estate law. Whether you are a buyer, seller, broker, or bank involved in a real estate transaction, the experienced attorneys at the Stein Law Firm are here to represent you. With a focus on New York real estate and financing laws, our team has helped thousands of clients achieve their goals in buying or selling a home. Our personalized legal representation ensures that every real estate transaction goes as smoothly as possible, avoiding any potential roadblocks along the way. From reviewing contracts to resolving property disputes and negotiating with banks for refinancing, the Stein Law Firm provides comprehensive legal counsel for all your real estate needs.

Cass & Peters Law Firm is a highly reputable legal institution located at 225 Broadway in New York City. Specializing in various areas of law, including but not limited to personal injury, criminal defense, and family law, the firm is dedicated to providing top-notch legal services to clients throughout the United States. With a team of experienced and skilled lawyers, Cass & Peters Law Firm is committed to achieving the best possible outcome for their clients. Whether you are facing a complex legal issue or simply need legal advice, you can trust Cass & Peters Law Firm to provide expert guidance and representation.

Green Visa is a legal institution located at 1368 44th Street, New York, United States. Specializing in United States immigration services, Green Visa offers assistance to employers, temporary workers, individuals, and their families looking to migrate for work, family reunification, investment, or new opportunities. With a team of experts in various legal fields, Green Visa is dedicated to understanding and meeting the immigration needs of clients at affordable rates. Whether it's employer-sponsored or self-sponsored visas, temporary pleasure or business visas, or pathways to obtaining a Green Card through employment or family relationships, Green Visa provides tailor-made solutions and high-quality advice across all major immigration areas. Immigrant entrepreneurs can also benefit from Green Visa's expertise in obtaining extraordinary ability visas (EB-1 or O-1) or immigrant investor visas (EB-5 or E-2). Trust Green Visa to navigate the complex legal landscape of U.S. immigration and help you achieve your immigration goals.

The USCIS Application Support Center (ASC) located at 201 Varick Street in New York, New York, is a facility where individuals can go to complete the necessary steps for their immigration applications. This center provides services such as fingerprinting, biometric data collection, and document verification to support the application process for various immigration benefits. The USCIS ASC is dedicated to assisting individuals with their immigration needs in a professional and efficient manner.

Alexander J. Segal ESQ. is a renowned immigration attorney located at 27 Whitehall Street in New York City. With years of experience and expertise in immigration law, Mr. Segal provides top-notch legal services to individuals and families seeking assistance with their immigration needs. From visa applications to deportation defense, Alexander J. Segal ESQ. is dedicated to helping clients navigate the complex legal system with compassion and skill. Trust in the expertise of Alexander J. Segal ESQ. for all your immigration law needs in New York City.

Beacon Immigration PLLC is a trusted law firm located at 6 Eliza Street in Beacon, New York, United States. With over 10 years of experience, we specialize in guiding individuals through their immigration journey step-by-step. From family petitions to green cards, we are here to support you every step of the way. Our dedicated team provides legal services in various areas of U.S. immigration law, including family-based applications, non-immigrant visas, and employment-based visas. Located in the scenic Hudson Valley area of New York, we serve clients in Dutchess County, Orange County, Putnam County, Westchester County, Rockland County, and Ulster County.

Perl Law is a highly respected law firm located at 110 East 59th Street, New York, New York, United States. Specializing in immigration law, Perl Law offers effective representation for a wide range of immigration needs. With years of experience and expertise, founder Greg Perl, an immigrant himself, leads a team dedicated to serving businesses and individuals across the country and around the world. Perl Law focuses on business immigration, providing assistance with temporary work visas, business startups, and green cards for both employment-based and family-based cases. The firm also handles asylum cases and immigration court litigation. With a proven track record of success, Perl Law has helped thousands of foreign nationals achieve their immigration goals in the United States.

Davies & Associates is a global law firm located at 400 East 57th Street in New York, United States. Specializing in Immigration Law and Business Law, our team of immigration and corporate lawyers provide global mobility solutions to businesses, investors, and individuals. We offer services such as assisting with immigration, incorporating businesses in the US, providing tax advice, helping with Italian residency and citizenship, navigating post-Brexit opportunities in the UK, and more. Clients have praised our team for their expertise, professionalism, and unwavering support throughout the visa application process. With a global network of lawyers, we have helped hundreds of families move to the US and other countries successfully. Our creative solutions have obtained "impossible" visas and solved complex immigration problems for our clients.

Alcorn Immigration Law is a leading immigration law firm located at 157 Columbus Avenue, New York, New York, United States. Our team of expert lawyers specializes in United States inbound immigration and serves clients worldwide. With offices in Silicon Valley, California and New York City, we are dedicated to helping individuals and businesses navigate the complex immigration process. Our phone concierge line is available 24/7 to assist with your inquiries, and we strive to respond to all messages within 1 business day. Your approval is our focus, and an immigration expert from our team will be in touch with you shortly. Contact us today for all your immigration law needs.

Julio Tejada - State Farm Insurance Agent is an insurance agency located at 611 West 171st Street in New York, New York, United States. We specialize in providing insurance coverage for rural road driving, offering tips to help navigate the risks associated with sharing the road with farm vehicles. Additionally, we provide guidance on dealing with unreasonable landlords and understanding your rights and responsibilities as a renter. For your protection, we advise against including sensitive personal information when contacting us. If you are having difficulty accessing our website, please call (212) 568-8100 for assistance. Investors are encouraged to carefully consider investment objectives, risks, charges, and expenses before making any decisions, with information available on our website or by contacting us directly.

GLORY BROKERAGE LLC is a reputable financial institution located at 4804 Bedford Avenue in New York, United States. Specializing in brokerage services, they offer expert guidance and support to clients looking to invest in various financial markets. With a team of experienced professionals, GLORY BROKERAGE LLC is dedicated to helping clients achieve their financial goals and make informed investment decisions. Whether you are a seasoned investor or new to the world of finance, they are committed to providing personalized service and tailored solutions to meet your individual needs. Visit GLORY BROKERAGE LLC today and start your journey towards financial success.

Devon Management is a reputable institution located at 2 Liberty Court in Warwick, New York, United States. With a strong focus on providing top-notch financial management services, Devon Management is dedicated to helping individuals and businesses achieve their financial goals. Their team of experienced professionals offers personalized solutions tailored to each client's specific needs. Whether you are looking for investment advice, retirement planning, or estate planning, Devon Management is committed to delivering exceptional service and expertise to help you navigate the complexities of the financial world.

The WILLIAMSBURG is a reputable real estate agency located at 373 Wythe Avenue in New York, United States. With a focus on providing top-notch services to clients looking to buy, sell, or rent properties in the vibrant Williamsburg neighborhood, this agency is committed to helping individuals and families find their dream homes. Their team of experienced real estate professionals is dedicated to guiding clients through the entire process, ensuring a smooth and successful transaction. Whether you are a first-time homebuyer or a seasoned investor, The WILLIAMSBURG is the go-to agency for all your real estate needs.

Seven Bridges Wealth Advisors - Ameriprise Financial Services, LLC is a finance institution located at 25 Main Street in Goshen, New York, United States. Our team of Ameriprise financial advisors are registered to do business in certain U.S. states, providing personalized financial planning services tailored to your specific needs. During the initial consultation, we will discuss what is most important to you, offering an overview of financial planning concepts. While we cannot guarantee future financial results, we are committed to helping you achieve your financial goals. Please visit our website for important disclosures and information on privacy and security. We appreciate referrals and look forward to helping your friends and family members with their financial needs. Contact us today to schedule a meeting and start planning for a secure financial future.

Anthony Tangredi - Raymond James is a finance institution located at 2679 New York 17M in Goshen, New York. Specializing in wealth management, investments, and financial planning, our team of experienced professionals is dedicated to helping clients achieve their financial goals. With a focus on personalized service and tailored solutions, we strive to provide our clients with the tools and resources they need to secure their financial future. Whether you are looking to grow your investments, plan for retirement, or build a comprehensive financial strategy, Anthony Tangredi - Raymond James is here to help. Contact us today to schedule a consultation and take the first step towards a more secure financial future.

Select Wealth Partners is a finance institution located at 2354 New York 17A in Goshen, New York. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals and secure their financial future. We offer personalized investment strategies, retirement planning, wealth management, and financial advice tailored to each client's unique needs. At Select Wealth Partners, we are committed to providing exceptional service and building long-lasting relationships with our clients. Contact us today to learn more about how we can help you reach your financial goals.