Individualized wealth management in New York City, New York

The New Rochelle Agencies is a reputable insurance agency located at 148 Larchmont Avenue in Larchmont, New York. With a strong commitment to providing top-notch insurance services to individuals and businesses, The New Rochelle Agencies offers a wide range of insurance products tailored to meet the unique needs of their clients. Their team of experienced agents are dedicated to helping customers find the right coverage at the best rates. Whether you are looking for auto, home, life, or business insurance, The New Rochelle Agencies is your trusted partner for all your insurance needs. Visit their office today and experience the exceptional service they are known for.

DMA Financial Management LLC is a reputable financial institution located at 75 Maiden Lane in the bustling city of New York, United States. Specializing in accounting and finance services, DMA Financial Management LLC is a trusted partner for individuals and businesses looking to manage their finances effectively. With a team of experienced professionals, they provide expert advice and solutions tailored to meet the unique needs of their clients. Whether you are looking for assistance with budgeting, tax planning, or investment strategies, DMA Financial Management LLC is dedicated to helping you achieve your financial goals.

Wilson Management Tax Services is a reputable accounting and finance institution located in the Bronx, New York. With a convenient address at 3048 Eastchester Road, this institution provides expert tax services for individuals and businesses in the United States. Their team of professionals is dedicated to helping clients navigate the complexities of tax laws and regulations to ensure compliance and maximize financial efficiency. Whether you need assistance with tax preparation, planning, or representation, Wilson Management Tax Services is committed to providing top-notch service and personalized solutions tailored to meet your specific needs.

Abaya Wealth Management LLC is a finance institution located at 1 Seneca Street in Buffalo, New York. As a Registered Investment Advisor (RIA), we focus on empowering our clients with a positive money mindset and the confidence to make decisions that lead to long-term happiness and security. Our team at Abaya Wealth Management specializes in financial planning, education, and wealth management, working closely with our clients to understand investing and help them achieve financial security and confidence.

Iconoclastic Capital Management is a dynamic and innovative finance institution located at 17 Prince Street in Rochester, New York. Our team of experienced professionals is dedicated to challenging conventional investment strategies and thinking outside the box to deliver exceptional results for our clients. With a focus on cutting-edge research and a commitment to excellence, Iconoclastic Capital Management is the go-to choice for individuals and businesses seeking a fresh approach to wealth management. Contact us today to learn more about how we can help you achieve your financial goals.

Shelton Financial Management LLC is a reputable accounting and finance institution located at 1200A Scottsville Road in Rochester, New York, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. Whether you need assistance with tax planning, investment management, or retirement planning, Shelton Financial Management LLC is dedicated to helping you achieve your financial goals. Contact them today to learn more about how they can help you secure your financial future.

Kristopher J. Weinisch, CFP®, ChFC®, CLU®, RICP®, Wealth Management Advisor is a reputable finance institution located at 400 Broadhollow Road in Melville, New York, United States. With a team of highly qualified professionals, they specialize in providing comprehensive wealth management services to help individuals and families achieve their financial goals. Whether it's retirement planning, investment management, or estate planning, they offer personalized solutions tailored to each client's unique needs. With a commitment to excellence and a track record of success, Kristopher J. Weinisch, CFP®, ChFC®, CLU®, RICP®, Wealth Management Advisor is a trusted partner in helping clients secure their financial future.

Welcome to Health is Wealth Nutrition LLC, your trusted partner in achieving optimal health and wellness through personalized nutrition counseling. Located at 656 North French Road, Buffalo, New York, we are dedicated to helping you transform your lifestyle and reach your nutrition goals. Led by Yen Ngo, MS, RDN, CDN, our practice is committed to building meaningful relationships with clients seeking to improve their overall well-being. At Health is Wealth Nutrition, we understand that each individual is unique, which is why we offer tailored nutrition plans designed to address your specific needs. Whether you're striving for weight loss, need guidance on meal planning, managing a health condition, or following a specialty diet, we are here to support you every step of the way. Our approach is rooted in realistic behavioral changes and reinforcing healthy lifestyle habits to ensure long-term success.

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. With a focus on personalized service and strategic planning, we provide comprehensive wealth management solutions tailored to each client's unique needs. Trust Drucker Wealth Management to guide you towards a secure financial future.

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.

New Alliance Consulting Group, LLC. is a leading institution specializing in accounting, finance, and insurance services. Located at 763 East 149th Street in New York, United States, our team of expert professionals is dedicated to providing top-notch financial solutions to individuals and businesses. Whether you need help with tax preparation, investment planning, or insurance coverage, we are here to assist you every step of the way. Trust New Alliance Consulting Group, LLC. to help you achieve your financial goals and secure your future.

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.

New Start Capital is a leading finance institution located in the heart of New York City. Situated at 463 7th Avenue, our team of experienced professionals is dedicated to providing innovative financial solutions to help our clients achieve their goals. Whether you are a small business looking to expand or an individual seeking investment opportunities, New Start Capital is here to support you every step of the way. With a commitment to excellence and a focus on customer satisfaction, we strive to be your trusted partner in financial success. Contact us today to learn more about how we can help you reach new heights.

New York Life Insurance Company is a renowned insurance agency located at 97-77 Queens Boulevard in New York, United States. With a long-standing history of providing reliable and comprehensive insurance coverage, New York Life is committed to helping individuals and families protect their financial future. Their team of experienced agents offers a range of insurance products and services to meet the diverse needs of their clients. Whether you are looking for life insurance, retirement planning, or investment solutions, New York Life Insurance Company is dedicated to providing personalized and professional service to help you achieve your financial goals.

New York Life Insurance is a reputable finance and insurance agency located in New York, United States. With a long-standing history of providing reliable and comprehensive insurance coverage to individuals and families, New York Life Insurance is committed to helping clients protect their financial futures. Their team of experienced professionals offers personalized service and tailored insurance solutions to meet the unique needs of each client. Whether you are looking for life insurance, retirement planning, or investment options, New York Life Insurance is dedicated to helping you secure a stable and prosperous future.

Welcome to Citi, your trusted partner in financial services, conveniently located at 2481 Adam Clayton Powell Junior Boulevard in the heart of Manhattan, New York. As a leading provider in the banking and finance industry, Citi is committed to offering a comprehensive range of financial solutions tailored to meet your individual and business needs. Our state-of-the-art ATM facilities ensure that you have easy and secure access to your funds whenever you need them. Whether you're looking to open a new account, apply for a loan, or seek expert financial advice, our dedicated team of professionals is here to assist you every step of the way. Visit us today and experience the exceptional service and innovative financial products that have made Citi a trusted name in banking.

Samalin Wealth is a renowned finance institution located at 297 King Street in Chappaqua, New York, United States. With a team of experienced professionals, Samalin Wealth offers a wide range of financial services to help individuals and businesses achieve their financial goals. From investment management to retirement planning, their experts provide personalized solutions tailored to each client's unique needs. Trust Samalin Wealth to provide expert guidance and support on your financial journey.

Wealth Enhancement Group is a leading financial institution located at 120 White Plains Road in Tarrytown, New York, United States. Specializing in wealth management and financial planning, our team of expert advisors is dedicated to helping individuals and families achieve their financial goals. With a focus on personalized service and tailored solutions, we strive to enhance our clients' wealth and secure their financial future. Contact us today to learn more about how Wealth Enhancement Group can help you reach your financial objectives.

Martone Capital Management is a leading finance institution located at 50 Main Street in White Plains, New York. Our team of experienced professionals specializes in providing personalized investment management services to help our clients achieve their financial goals. With a strong track record of success, we offer a range of investment strategies tailored to meet the unique needs of each individual client. Trust Martone Capital Management to provide expert guidance and support as you navigate the complexities of the financial markets.

Strategies for Wealth is a leading finance institution located at 800 Westchester Avenue in Rye Brook, New York, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized strategies tailored to their individual needs. Whether you're planning for retirement, saving for a major purchase, or looking to grow your wealth, our experts are here to provide guidance and support every step of the way. With a focus on long-term success and a commitment to excellence, Strategies for Wealth is the trusted partner you need to secure your financial future.

Stonebrook Wealth Management, located at 3010 Westchester Avenue in Harrison, New York, provides financial guidance, investment management, and retirement planning services to individuals, families, businesses, and organizations. As an independent wealth management firm utilizing LPL Financial as its custodian, Stonebrook offers personalized advice and guidance tailored to each client's specific needs. With offices in New York and South Florida, the team at Stonebrook is dedicated to helping clients build a strong retirement income stream and achieve financial independence. With access to a wide array of products and services, Stonebrook strives to simplify its clients' financial lives and provide them with confidence on their journey to financial security. Securities and Advisory Services are offered through LPL Financial, a Registered Investment Advisor, with representatives available to assist residents in New York, New Jersey, Connecticut, Florida, Rhode Island, Illinois, North Carolina, and Hawaii.

Arcadia Wealth Management is a finance institution located at 10 Edgewood Avenue, Smithtown, New York, United States. We are a multi-generational, fee-only financial planner dedicated to helping our clients achieve peace of mind and confidence at every stage of life. Our goal is to help clients create and preserve wealth for future generations, generate retirement income, and simplify their lives while creating a legacy for their loved ones. Our team, including father-daughter duo Walter Wisniewski and Allison Vanaski, is committed to bringing families together to empower them to plan for life’s transitions, protect their loved ones, and pursue the life they desire. As a Fee-Only Fiduciary, we provide Comprehensive Financial Life Planning and sophisticated Investment Management to our clients and their future generations.

Landmark Wealth Management, LLC. is a finance institution located at 95 Broadhollow Road in Melville, New York, United States. Our team of experienced financial advisors is dedicated to providing personalized wealth management services to help our clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your investment portfolio, our knowledgeable professionals are here to guide you every step of the way. Trust Landmark Wealth Management, LLC. to help you secure your financial future.

Prato Capital Management is a finance institution located at 70 Gedney Way in White Plains, New York, United States. Specializing in financial management and investment services, Prato Capital Management offers tailored solutions to help clients achieve their financial goals. With a team of experienced professionals, the institution provides personalized guidance and expertise to navigate the complex world of finance. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, Prato Capital Management is committed to delivering top-notch financial services to meet your needs.

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. Their advisors have expertise in areas such as company equity, small business, and cryptocurrency, ensuring that clients receive personalized guidance. With Harness Wealth, clients can input their full portfolio, goals, and life milestones into their tools to make informed decisions and find the right services at the right time. The institution prides itself on connecting clients with tax and financial advisors who have experience working with acquisitions, IPOs, stock options, RSUs, and QSBS. Each advisor is personally vetted by Harness Wealth to ensure quality service.

Jak Cukaj - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 200 Summit Lake Drive in Valhalla, New York, offers a range of financial services and expertise. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Jak Cukaj is equipped to assist individuals with asset management, retirement planning, estate planning, investment opportunities, and insurance products. Specializing in areas such as wealth transfers, federal taxation, and retirement planning for domestic partners, Jak Cukaj provides tailored financial solutions for a diverse range of clients. With a focus on ethical practices and continuing education, Jak Cukaj is dedicated to helping clients make informed decisions and achieve their financial goals.

Geri Pell is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 800 Westchester Avenue, Rye Brook, New York, United States. Geri Pell holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Geri Pell's expertise in various financial areas including wealth management, retirement planning, estate planning, investment management, and insurance products. Geri Pell is dedicated to providing high-quality financial advice and services to individuals, retirees, small business owners, and high net worth clients.

Larry R Boxer - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 200 Summit Lake Drive, Valhalla, New York, offers a wide range of finance services. Larry R Boxer holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, estate planning, retirement planning, investment strategies, and insurance products. Additionally, Larry R Boxer is a Certified Divorce Financial Analyst, specializing in financial issues surrounding divorce. With a commitment to excellence and a focus on client needs, Larry R Boxer provides personalized financial advice to individuals, retirees, small business owners, and high net worth clients.

Shiva Bhashyam - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 399 Knollwood Road, White Plains, New York, United States. They offer a range of services and certifications to cater to the diverse financial needs of their clients. Some of the certifications they offer include AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications ensure that the advisors at Shiva Bhashyam are well-equipped to provide expert financial advice and planning tailored to the individual needs of their clients.

Hudson Peak Wealth Advisors, located at 427 Bedford Road in Pleasantville, New York, is a branch of Ameriprise Financial Services, LLC. As a finance institution, they specialize in providing comprehensive wealth management services to individuals, families, and businesses. Their team of experienced financial advisors work closely with clients to create personalized financial plans tailored to their unique goals and objectives. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Hudson Peak Wealth Advisors is dedicated to helping you achieve financial success.