TOP 30 Individual investors in New York, New York

1043 results found

Merrill Lynch Financial Advisor Bansi Kachalia, located at 75 Rockefeller Plaza in New York, offers comprehensive wealth management services for high net worth individuals and families. As a CERTIFIED FINANCIAL PLANNER™ professional, Bansi takes a holistic approach to financial planning, focusing on investment management, retirement planning, life insurance, home lending, trusts & estates, and philanthropy. With a background in finance and entrepreneurship, Bansi brings a unique perspective to her clients, custom-tailoring plans to help them achieve their financial goals. Partnered with Merrill Lynch Wealth Management, Bansi has access to the banking capabilities of Bank of America, allowing her to provide unmatched service to her clients. Whether you are planning for retirement, saving for a major purchase, or passing on wealth to future generations, Bansi is dedicated to helping you pursue your financial aspirations. Contact Bansi Kachalia today for personalized financial advice and guidance.

Charles Schwab is a renowned finance institution located at 2308 Broadway in New York City, United States. With a strong reputation for providing exceptional financial services, Charles Schwab offers a wide range of investment options, retirement planning, and wealth management solutions to help clients achieve their financial goals. The institution is known for its dedication to customer service and commitment to empowering individuals to take control of their financial future. Whether you are a seasoned investor or just starting out, Charles Schwab is a trusted partner in navigating the complexities of the financial world.

Loketch & Partners LLP is a reputable accounting and finance firm located at 4 Executive Boulevard in Suffern, New York. With a team of experienced professionals, we provide a wide range of financial services to individuals and businesses in the United States. Our firm is dedicated to helping clients achieve their financial goals through personalized and strategic planning. Whether you need assistance with tax preparation, financial analysis, or investment management, Loketch & Partners LLP is here to provide expert guidance and support. Contact us today to learn more about how we can help you secure a stable financial future.

Magnifina is a finance institution located at 25 Broadway in New York, New York, United States. At Magnifina, we rise above simple passive strategies with our expertise to deliver genuine, lasting value tailored to your unique goals. Our personalized approach involves carefully curated, quality investments for each client, unlocking your portfolio's growth potential with our guidance. We specialize in managing dynamic portfolios of high-quality securities for the long-term, ensuring that your investments are not constrained by liquidity or policy. Our client portfolios are unique, not model or index-based, and we avoid the risks of overactive trading. Our team of advisors is dedicated to getting to know our clients and their individual financial needs, tailoring each portfolio to meet their specific goals.

AJ Wealth is a leading finance institution located at 28 Liberty Street in the heart of New York City. With a strong presence in the financial industry, AJ Wealth offers a wide range of services including wealth management, investment planning, and financial advisory. Our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their future. At AJ Wealth, we prioritize client satisfaction and strive to provide personalized solutions tailored to each individual's needs. Visit us at our New York location to learn more about how we can help you build and grow your wealth.

Lexington Ave Capital Management LLC, located at 10 Rugby Road in New City, New York, is a finance institution focused on creating, growing, and preserving wealth for individuals and families. With decades of institutional money management experience, our team is dedicated to helping clients achieve their long-term financial goals. We understand that the one-size-fits-all approach of Wall Street may not be suitable for everyone. That's why we offer personalized financial planning solutions tailored to each client's unique situation. As fiduciaries, we are committed to acting in the best interest of our clients and building trust through transparent communication and clear procedures.

LEOTTA & ASSOCIATES is a renowned finance institution located at 100 Dutch Hill Road in Orangeburg, New York. With a team of experienced professionals, we provide a wide range of financial services tailored to meet the unique needs of our clients. From investment management to retirement planning, our goal is to help individuals and businesses achieve their financial goals. Visit us today and let us help you secure your financial future.

Merrill Lynch Financial Advisor Marc D Seidenberg is a reputable finance institution located at 75 Rockefeller Plaza in New York, New York, United States. With a focus on providing expert financial advice and guidance, clients can trust in the knowledge and experience of Marc D Seidenberg and his team. Specializing in personalized financial planning, investment strategies, and wealth management, Merrill Lynch Financial Advisor Marc D Seidenberg is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or protect your assets, this institution offers comprehensive services tailored to meet your individual needs. Trust Merrill Lynch Financial Advisor Marc D Seidenberg for all your financial planning needs.

Merrill Lynch Financial Advisor Jonathan P Brecht is a reputable finance institution located at 114 West 47th Street in New York, New York, United States. With a focus on providing top-notch financial advice and services, Jonathan P Brecht and his team are dedicated to helping clients achieve their financial goals and secure their financial future. From investment strategies to retirement planning, they offer a comprehensive range of services tailored to meet the unique needs of each individual client. With a commitment to excellence and a wealth of experience in the financial industry, Merrill Lynch Financial Advisor Jonathan P Brecht is a trusted partner in helping clients navigate the complexities of the financial world.

U.S. Bank - Private Wealth Advisor: Ed Mcgorry is a prestigious financial institution located at 1095 6th Avenue in New York, New York, United States. As a private wealth advisor, Ed Mcgorry provides personalized financial services to high-net-worth individuals, helping them manage and grow their wealth. With a focus on building long-term relationships and tailored investment strategies, U.S. Bank - Private Wealth Advisor: Ed Mcgorry is committed to helping clients achieve their financial goals and secure their financial future.

Stewardship Financial Planning, Inc is a reputable finance institution located at 90 North Broadway in Irvington, New York, United States. With a focus on providing personalized financial planning services, Stewardship Financial Planning, Inc is committed to helping individuals and families achieve their financial goals and secure their financial future. Their team of experienced professionals offers expert advice and guidance on investments, retirement planning, estate planning, and more. Trust Stewardship Financial Planning, Inc to be your partner in navigating the complex world of finance and securing a prosperous future.

Merrill Lynch Financial Advisor Eric S Schoeman is a prestigious financial institution located at 75 Rockefeller Plaza in New York City. As a trusted advisor, Eric S Schoeman provides expert financial guidance and investment strategies to help clients achieve their financial goals. With a strong reputation for excellence in the finance industry, Merrill Lynch Financial Advisor Eric S Schoeman is dedicated to providing personalized services tailored to each client's unique needs. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Eric S Schoeman and his team are committed to helping you navigate the complexities of the financial world with confidence and peace of mind.

CAPTRUST, located at 40 Wall Street in New York, offers comprehensive wealth management and investment advisory services to clients of all types. Their team of advisors provides support for employer organizations through various services such as fiduciary partnerships, plan design optimization, and financial wellness programs. The New York office caters to individuals, retirement plan sponsors, endowments, and foundations, offering solutions for their financial needs. With a focus on best practices, market insights, and financial planning strategies, CAPTRUST ensures that clients are well-informed about their financial future. They also host webinars on various topics such as fiduciary liability, retirement readiness, and industry trends to educate and engage their clients. Connect with CAPTRUST today to explore endless opportunities for your financial future.

Joseph Sinchi is a reputable finance institution located at 186 East 86th Street in New York, New York, United States. With a strong commitment to providing top-notch financial services, Joseph Sinchi offers a wide range of financial solutions to individuals and businesses alike. From investment management to retirement planning, their team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your wealth or secure your financial future, Joseph Sinchi is here to provide expert guidance and support every step of the way.

Merrill Lynch Financial Advisor Scott Seaman, located at 75 Rockefeller Plaza in New York, offers personalized wealth management strategies tailored to meet your individual or organizational goals. With a focus on understanding your financial picture and priorities, the team at Merrill Lynch can create a flexible strategy to navigate changing market conditions. Through the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, they aim to build a personalized plan centered on your aspirations and investment preferences. As your life and goals evolve, Merrill Lynch advisors will help you stay on track by regularly reviewing and adjusting your financial approach. With access to the investment insights of Merrill and banking solutions from Bank of America, they can assist you in managing, growing, and preserving your wealth. Whether you are planning for retirement, education expenses, or wealth transfer, Merrill Lynch Financial Advisor Scott Seaman is committed to helping you achieve your financial goals.

Bronx Capital LLC is a finance institution located at 941 McLean Avenue, Yonkers, New York, United States. We specialize in providing a wide range of financial services to individuals and businesses in the Bronx and surrounding areas. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals through personalized solutions and expert advice. Whether you are looking for investment opportunities, wealth management services, or assistance with financial planning, Bronx Capital LLC is here to help. Contact us today to learn more about how we can assist you with your financial needs.

The Birch Lange Group of Raymond James is a finance institution located at 341 U.S. 202 in Somers, New York. As part of the renowned Raymond James financial services firm, The Birch Lange Group offers a wide range of investment and wealth management services to clients in the United States. With a team of experienced financial advisors and a commitment to personalized service, they strive to help individuals and businesses achieve their financial goals. Whether you are looking to invest for the future, plan for retirement, or protect your assets, The Birch Lange Group is dedicated to providing expert guidance and support every step of the way.

Onyx Bridge Wealth Group is a prestigious finance institution located at 120 White Plains Road in Tarrytown, New York. Our team of expert financial advisors and wealth managers are dedicated to helping clients navigate the complexities of wealth management and financial planning. With a focus on personalized service and tailored investment strategies, we strive to help our clients achieve their financial goals and secure their financial future. Trust Onyx Bridge Wealth Group to guide you towards financial success.

Brooklyn Financial Group is a reputable finance and insurance agency located at 185A Marcy Avenue in New York, United States. With a team of experienced professionals, we provide a wide range of financial services and insurance products to meet the diverse needs of our clients. Whether you are looking for investment advice, retirement planning, or insurance coverage, our knowledgeable staff is here to help you make informed decisions and secure your financial future. Visit us today at Brooklyn Financial Group and let us assist you in achieving your financial goals.

Forsyth Street is a prestigious finance institution located at 588 Broadway in the heart of New York City. With a strong reputation for excellence and expertise in financial services, Forsyth Street offers a wide range of solutions for individuals and businesses looking to manage their finances effectively. The institution is known for its personalized approach, attention to detail, and commitment to helping clients achieve their financial goals. Whether you are seeking investment advice, wealth management services, or assistance with financial planning, Forsyth Street is dedicated to providing top-notch service and guidance. Visit them today to experience the difference that their expertise and dedication can make in your financial future.

KPMG LLP, located at 345 Park Avenue in New York, is a finance institution that is dedicated to creating a caring, inclusive, Purpose-led and Values-driven culture. They work with asset management firms, from institutional investors to wealth management, helping them make bold decisions for future success. They also assist the world's largest banks and fintech companies in creating a future that is interconnected, secure, and frictionless for their clients. Additionally, KPMG LLP helps tackle difficult issues in the energy sector, provides meaningful results in the public sector, transforms biotechnology and pharmaceutical corporations, assists insurers with regulatory changes, and ensures public interest by providing objective assurance over data. They help businesses navigate compliance demands and complex changes, create lasting value for responsible growth, and support entrepreneurs in building successful businesses. By signing up, individuals can gain access to personalized content and viewpoints from KPMG leaders and subject matter experts worldwide. Please note that KPMG International Limited is a separate legal entity and does not provide services to clients. For more information about their structure, visit their website.

Safran Wealth Advisors, LLC is a finance institution located at 641 Lexington Avenue in New York, New York. Our team of experienced wealth advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies and comprehensive financial planning services. With a focus on building long-term relationships based on trust and transparency, we strive to provide our clients with the guidance and support they need to navigate the complexities of the financial world. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Safran Wealth Advisors, LLC is here to help you every step of the way.

Prince Financial Advisory, LLC is a leading finance institution located at 360 Lexington Avenue in New York, New York, United States. Specializing in financial advisory services, our team of experts provides personalized financial solutions to help clients achieve their goals. With a commitment to excellence and a focus on client satisfaction, Prince Financial Advisory, LLC is dedicated to helping individuals and businesses navigate the complexities of the financial world with confidence and peace of mind. Contact us today to learn more about how we can help you secure your financial future.

UNFCU Financial Advisors is a leading financial institution located at 24-01 44th Road in New York, United States. As a finance institution, UNFCU Financial Advisors offers a wide range of financial services and expertise to help individuals and businesses achieve their financial goals. With a team of experienced financial advisors, UNFCU provides personalized financial planning, investment management, and retirement solutions to meet the unique needs of each client. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, UNFCU Financial Advisors is dedicated to helping you succeed.

Merrill Lynch Financial Advisor Joseph Kasell, located at 200 Park Avenue, New York, New York, United States, is dedicated to helping clients achieve their financial goals. With a focus on personalized wealth management, Joseph Kasell follows the deep-seated Merrill tradition of community involvement and volunteering. By offering the Merrill Personal Wealth Analysis™, clients can work with Joseph to create a tailored financial plan that aligns with their aspirations and priorities. Through thoughtful conversations and a deep understanding of each client's unique situation, Joseph Kasell helps individuals and families navigate important financial decisions, such as retirement planning, education funding, and wealth transfer strategies. By utilizing the Investment Personality Assessment and staying updated on life changes, Joseph ensures that each client's financial approach remains aligned with their evolving goals. As a Merrill Lynch Wealth Management Advisor, Joseph Kasell is committed to providing personalized investment strategies and comprehensive financial solutions to address the individual needs of his clients. With a focus on building long-term relationships and helping clients stay on track, Joseph Kasell is dedicated to helping individuals live their best financial life. Contact Joseph Kasell today to start working towards your financial goals.

Fig Financial is a reputable insurance agency located at 800 3rd Avenue in New York, New York. We specialize in providing a wide range of insurance products and services to meet the unique needs of our clients. Our team of experienced professionals is dedicated to helping individuals and businesses protect their assets and achieve financial security. Whether you are looking for auto, home, life, or business insurance, Fig Financial is here to help you find the right coverage at the right price. Contact us today to learn more about how we can assist you with your insurance needs.

Js Equity Group Inc is a leading finance institution located at 2124 61st Street in New York, United States. With a strong focus on providing comprehensive financial services, our team of experts is dedicated to helping clients achieve their financial goals. Whether you are looking to invest, manage your assets, or plan for the future, Js Equity Group Inc is committed to delivering personalized solutions tailored to your individual needs. Trust us to guide you towards financial success and security.

Biagini Grassi Advisory Group is a renowned finance institution located at 1110 South Avenue in New York, United States. With a team of experienced financial advisors, they provide expert guidance and personalized solutions to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Biagini Grassi Advisory Group offers comprehensive services tailored to meet your individual needs. Trustworthy, reliable, and dedicated to client satisfaction, they are committed to helping you navigate the complexities of the financial world with confidence and peace of mind.

Perillo Wealth Management is a premier finance institution located at 900 South Avenue in New York, United States. With a team of experienced financial advisors, Perillo Wealth Management offers personalized wealth management services to help clients achieve their financial goals. From investment strategies to retirement planning, Perillo Wealth Management provides expert advice and guidance to help clients navigate the complexities of the financial world. Trustworthy, reliable, and dedicated to client success, Perillo Wealth Management is committed to helping individuals and families secure their financial future.

Blue Collar Capital Financial is a finance institution located at 4295 Arthur Kill Road in New York, United States. Specializing in providing financial services to blue collar workers, this institution offers personalized financial solutions to help individuals and families achieve their financial goals. With a team of experienced professionals, Blue Collar Capital Financial is dedicated to providing expert advice and guidance to help clients navigate the complexities of financial planning and investment management. Whether you are looking to save for retirement, invest in the stock market, or secure a loan, Blue Collar Capital Financial is committed to helping you build a secure financial future.