TOP 30 Institutional investing in New York, New York
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New York life
● OpenNew York Life, located in Amherst, New York, United States, is a reputable insurance agency offering a variety of permanent policies with guaranteed death benefits and cash value growth. Their long-term coverage options are highly customizable to suit individual needs and budgets, with the added benefit of being able to invest policy cash values in the market. The institution provides support for everyday tasks, income replacement in case of illness or injury, and professionally managed investments with potential market gains. New York Life also offers expertise in creating investment strategies, estate planning, and insurance solutions for employees, executives, and small businesses. With a focus on community engagement and charitable giving, New York Life is dedicated to helping families protect their financial futures and thrive. Their diverse workforce reflects the communities they serve, and they are committed to making a positive impact through volunteerism and charitable donations. With a strong reputation for financial stability and accountability to policy owners, New York Life has been in business since 1845 and continues to uphold their values of diversity, responsibility, and service. Whether you are just starting to plan for your financial future or need assistance with a complex situation, New York Life's agents are ready to provide tailored solutions to meet your needs and budget.
Amherst, NY 14221, United States -
Lee Rodger Loomis - New York Life Insurance
● ClosedLee Rodger Loomis - New York Life Insurance is an insurance agency located at 5788 Widewaters Parkway in DeWitt, New York. They offer a variety of permanent life insurance policies with guaranteed death benefits and cash value growth over time. Their long-term coverage options are highly customizable to fit your needs and budget, with the ability to invest your policy's cash value in the market. The institution provides support for everyday tasks, income replacement in case of illness or injury, professionally managed investments, and guidance on creating an investment strategy and estate plan. They also offer insurance options for employees, executives, business owners, and small businesses.
5788 Widewaters Pkwy, Dewitt, NY 13214, United States -
Ann Marie Depoian, RVP, Primerica Financial Services, PFS Investments
● ClosedAnn Marie Depoian, RVP, Primerica Financial Services, PFS Investments is a reputable finance and insurance agency located at 485 Titus Avenue in Rochester, New York, United States. With a strong focus on providing quality financial services and investments, Ann Marie Depoian and her team are dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking for insurance coverage, investment opportunities, or retirement planning, the experienced professionals at this institution are committed to providing personalized solutions to meet your individual needs. Contact them today to learn more about how they can help you navigate the complexities of the financial world and make informed decisions for a secure financial future.
485 Titus Ave Suite E, Rochester, NY 14617, United States -
Maureen Goulbourne, Agent - New York Life
● OpenMaureen Goulbourne, Agent - New York Life is a finance and insurance agency located at 777 Westchester Avenue, White Plains, New York, United States. They offer permanent policies with guaranteed death benefits and cash value that grows over time, as well as long-term coverage that is customizable to fit your needs and budget. Their services include investments with potential market gains, income protection in case of sickness or injury, and assistance in creating an estate plan to protect your legacy. The institution also provides insurance options for small businesses, employees, executives, and business owners. Maureen Goulbourne, the Financial Professional & Insurance Agent, is dedicated to helping clients understand their options and achieve their financial goals. With a focus on personalized approaches and long-term relationships, the institution aims to provide peace of mind and financial security for individuals and families.
777 Westchester Ave 4th floor, White Plains, NY 10604, United States -
New York Life Insurance: Frisnert Benoit
● OpenNew York Life Insurance: Frisnert Benoit is an insurance agency located at 1983 Marcus Avenue in New Hyde Park, New York. With a strong reputation for providing reliable and comprehensive insurance coverage, this institution is dedicated to helping individuals and families protect their financial future. Whether you are looking for life insurance, retirement planning, or investment solutions, the experienced professionals at New York Life Insurance: Frisnert Benoit are committed to offering personalized services tailored to meet your specific needs. Contact them today to secure your peace of mind and safeguard your loved ones' future.
1983 Marcus Ave #210, New Hyde Park, NY 11042, United States -
New York Life Insurance Company: Elmont Agent
● ClosedNew York Life Insurance Company: Elmont Agent is an insurance agency located at 58 Biltmore Avenue, Elmont, New York, United States. They offer permanent policies with guaranteed death benefits and cash value that grows over time. Their long-term coverage is highly customizable to fit your needs and budget, with the ability to invest your policy's cash value in the market. They provide support for everyday tasks, income replacement in case of sickness or injury, and professionally managed investments with potential market gains. The institution offers a wide range of insurance options for individuals, families, employees, executives, and business owners. With a diverse and welcoming workplace, New York Life is dedicated to helping you protect your family and prosper financially. Their mission is to make the world a better place through responsible investing, community engagement, and charitable giving. They have been in the business of doing good since 1845 and are committed to upholding their values of diversity, responsibility, and service. Contact New York Life Insurance Company: Elmont Agent to learn more about their customizable solutions that can help you plan for your financial future.
58 Biltmore Ave, Elmont, NY 11003, United States -
New York Life Insurance
● ClosedNew York Life Insurance, located at 51 Madison Avenue in New York, offers a wide range of permanent life insurance policies with guaranteed benefits and cash value that grows over time. Their long-term coverage options are highly customizable to fit your needs and budget, with the ability to invest your policy's cash value in the market. The institution also provides support for everyday tasks, income replacement in case of sickness or injury, professionally managed investments, and guidance for creating an estate plan. They offer insurance for individuals, employees, executives, business owners, and more, with a focus on helping families protect their financial futures.
51 Madison Ave, New York, NY 10010, United States -
New York Life Insurance: Efraim Schnitzer
● OpenNew York Life Insurance: Efraim Schnitzer is a reputable insurance agency located at 1983 Marcus Avenue, New Hyde Park, New York. With a focus on providing quality insurance products and services to individuals and families, this institution is dedicated to helping clients protect their financial futures. Efraim Schnitzer and his team of experienced professionals offer personalized insurance solutions tailored to meet the unique needs of each client. Whether you are looking for life insurance, retirement planning, or investment options, New York Life Insurance: Efraim Schnitzer is committed to helping you achieve your financial goals. Contact them today to learn more about their services and how they can help you secure a brighter tomorrow.
1983 Marcus Ave, New Hyde Park, NY 11042, United States -
Terry James, Financial Professional - New York Life
● OpenTerry James, Financial Professional at New York Life, located at 420 Lexington Avenue, New York, offers a wide range of financial and insurance services. The institution provides permanent policies with guaranteed death benefits and cash value growth, long-term coverage tailored to individual needs and budgets, and the ability to invest policy cash value in the market. Services include income replacement in case of illness or injury, professionally managed investments, estate planning, and insurance for employees and small businesses. Terry James helps clients navigate complex financial decisions and create personalized strategies to protect their families and achieve their goals. With a focus on long-term relationships, the institution offers support and guidance through life's milestones. Customers can access resources and tools to plan for the future and receive expert advice from a trusted Registered Representative & Insurance Agent.
420 Lexington Ave 15th floor, New York, NY 10170, United States -
Zionic Brokerage and Financial Services Corp in Queens New York
● ClosedZionic Brokerage and Financial Services Corp in Queens, New York is a reputable institution offering a wide range of financial services including brokerage, insurance, and real estate services. Located at 205-09 Jamaica Avenue, this institution is dedicated to providing top-notch financial guidance and solutions to its clients. With a team of experienced professionals, Zionic Brokerage and Financial Services Corp is committed to helping individuals and businesses achieve their financial goals and secure their future. Whether you are looking for investment advice, insurance coverage, or real estate assistance, you can trust Zionic Brokerage and Financial Services Corp to provide expert guidance and personalized solutions tailored to your specific needs.
205-09 Jamaica Ave, Hollis, NY 11423, United States -
Terrence Fenton @ New York Life
● OpenTerrence Fenton @ New York Life is an insurance agency located at 1660 Walt Whitman Road, Melville, New York, United States. They offer permanent policies with guaranteed death benefits and cash value growth, customizable long-term coverage, and the ability to invest policy cash value in the market. Their services include helping with everyday tasks, replacing lost income due to illness or injury, professionally managed investments, bundled investments with low fees, college savings plans, income generation options, estate planning, insurance for employees and business owners, and much more. With over 12,000 agents nationwide, they provide tailored solutions to meet individual needs and budgets. The institution is committed to diversity, responsibility, and service, and has a strong focus on community engagement and charitable giving. New York Life is dedicated to making a positive impact on society and helping individuals and families thrive.
1660 Walt Whitman Rd, Melville, NY 11747, United States -
Steve Myrtil, Financial Professional - New York Life
● OpenSteve Myrtil, Financial Professional at New York Life, located at 520 Broadhollow Road in Melville, New York, offers a wide range of financial and insurance services. They provide permanent policies with guaranteed death benefits and cash value, long-term coverage that is customizable to fit your needs and budget, and the ability to invest your policy's cash value in the market. They also offer assistance with everyday tasks, income replacement in case of illness or injury, and professionally managed investments with potential market gains. The institution can help with creating an investment strategy, estate planning, and insurance for employees, executives, or small business owners. They offer life insurance solutions tailored to your needs and budget, as well as resources and tools to help you prepare for the future. Steve Myrtil, as your Registered Representative & Insurance Agent, is dedicated to helping clients understand their options and achieve their financial goals. With a focus on personalized approaches and long-term relationships, Steve is committed to managing and updating your financial strategy as your life changes. Whether you are planning for retirement, protecting your family, or investing for the future, Steve Myrtil and New York Life can help guide you along the way.
520 Broadhollow Rd, Melville, NY 11747, United States -
New York Life: Balwant Singh
● OpenNew York Life: Balwant Singh is an insurance agency located at 576 Broadhollow Road, Melville, New York, United States. They offer permanent policies with a guaranteed death benefit and cash value that grows over time. Their long-term coverage is highly customizable to fit your needs and budget, with the ability to invest your policy's cash value in the market. The institution provides support for everyday tasks, income replacement due to sickness or injury, and professionally managed investments with potential market gains. They also offer guidance on creating an investment strategy, setting up an estate plan, and insurance options for employees, executives, and business owners. New York Life is committed to giving back to the community through charitable initiatives and has a diverse and welcoming workplace. With over 175 years of experience, they offer tailored solutions to meet your financial needs and goals. Their mission is to make the world a better place through responsible investing, community engagement, and support for individuals, families, and communities. You can access resources and tools to help you prepare for the future, and cancel anytime.
576 Broadhollow Rd, Melville, NY 11747, United States -
Invest in therapy | Rachel Rosenholtz, LCSW-R
● ClosedInvest in Therapy, led by Rachel Rosenholtz, LCSW-R, is a premier mental health institution located at 436 Central Avenue in Cedarhurst, New York. Rachel Rosenholtz is a licensed clinical social worker with a wealth of experience in providing therapy services to individuals, couples, and families. The institution offers a safe and supportive environment for clients to explore their thoughts, emotions, and behaviors. With a focus on evidence-based practices, Invest in Therapy is committed to helping clients achieve their therapeutic goals and live healthier, more fulfilling lives. Whether you are struggling with anxiety, depression, relationship issues, or other mental health concerns, Rachel Rosenholtz and her team are here to help you on your journey to emotional well-being.
436 Central Ave 2nd floor, Cedarhurst, NY 11516, United States -
Invest In You Mental Health Counseling
● OpenInvest In You Mental Health Counseling is a trusted institution located at 3401 Merrick Road in Wantagh, New York, United States. We specialize in providing top-notch mental health counseling services to help individuals overcome their challenges and achieve a healthier state of mind. Our team of experienced and compassionate therapists are dedicated to supporting our clients on their journey to improved mental well-being. Whether you are struggling with anxiety, depression, trauma, or any other mental health issue, we are here to help you invest in yourself and prioritize your mental health. Contact us today to schedule an appointment and take the first step towards a happier and healthier you.
3401 Merrick Rd Suite 3, Wantagh, NY 11793, United States -
Institute For Human Identity
● ClosedLocated in New York City, the Institute For Human Identity (IHI) is a pioneer in LGBTQ -affirmative psychotherapy, offering mental health care to individuals of all sexual orientations and gender identities. Since 1973, IHI has been dedicated to supporting the mental health of LGBTQ communities while respecting and nurturing their unique identities. In addition to providing psychotherapy services, IHI offers clinical training for the next generation of LGBTQ -affirming mental health clinicians and culturally-responsive continuing education for professionals and organizations. Partnering with NYC Health Hospitals, IHI delivers advanced training in LGBTQ -affirming therapy to strengthen mental health providers' skills in culturally-responsive behavioral healthcare for LGBTQ patients. With a focus on compassionate care and a flexible fee structure to make therapy accessible to all, IHI Therapy Center is committed to creating a supportive environment for LGBTQ individuals. Whether you are seeking individual, couples, or group therapy, IHI is here to help you navigate life's challenges, cope with stress, improve your wellbeing, and uncover your inherent resilience. Consider investing in IHI today to support their mission of providing LGBTQ -affirming mental health care and training.
322 8th Ave, New York, NY 10001, United States -
Sturza's Medical Investment
● OpenSturza's Medical Investment is a premier health institution located at 1370 6th Avenue in New York, New York, United States. Our facility is dedicated to providing top-quality medical services and investments in the healthcare industry. With a team of experienced professionals and state-of-the-art technology, we strive to offer the best possible care for our patients and contribute to advancements in the field of medicine. Visit us today and experience the difference at Sturza's Medical Investment.
1370 6th Ave #27, New York, NY 10019, United States -
Real Estate legal services - NEW YORK LEASE AND CONTRACT LAWYER
● OpenLocated at 2533 Batchelder Street in New York, the Real Estate Legal Services - New York Lease and Contract Lawyer is a trusted institution specializing in finance, legal services, and real estate agency. Whether you are buying or selling residential or commercial properties, having a real estate lawyer on your side is crucial. The amount of documentation and legal nuances involved in real estate transactions can be overwhelming for non-attorneys, which is why having the right New York real estate closing lawyer is essential for protecting your investment and assets. Covering all five boroughs of New York City, including Brooklyn, Queens, Manhattan, Bronx, and Staten Island, the institution's dedicated attorneys are available to travel to your location and ensure that you are fully protected throughout the closing process. Principal attorney Richard F. Rozhik, Esq., is heavily involved in every transaction, providing personalized attention and expertise to clients.
2533 Batchelder St Apt 3e, Brooklyn, NY 11235, United States -
York Wealth Management
● ClosedYork Wealth Management, located at 7421 Oswego Road in New York, United States, is a finance institution offering a range of services including financial planning, portfolio management, insurance, and estate planning. Led by financial advisor Ryan W York, the team at York Wealth Management is dedicated to helping clients achieve their financial goals. During a consultation with York Wealth Management, clients can expect a thorough discussion about their current financial situation and goals. The institution values transparency and will analyze information such as net worth, bank accounts, retirement plans, insurance policies, and more to develop a customized plan for each client.
7421 Oswego Rd, Liverpool, NY 13090, United States -
Rockbridge Investment Management, LLC | Investment Advisors, Financial Planners
● ClosedRockbridge Investment Management, LLC is a leading financial institution located at 220 South Warren Street in Syracuse, New York. As investment advisors and financial planners, our team is dedicated to helping our clients achieve their financial goals and secure their financial future. With years of experience and expertise in the finance industry, we provide personalized investment strategies and comprehensive financial planning services to individuals, families, and businesses. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Rockbridge Investment Management, LLC is here to guide you every step of the way. Contact us today to schedule a consultation and start building a solid financial foundation for tomorrow.
220 S Warren St, Syracuse, NY 13202, United States -
J W Burns & Company Investment Counsel
● ClosedJ W Burns & Company Investment Counsel is a renowned finance institution located at 5789 Widewaters Parkway in Syracuse, New York, United States. With a strong reputation for providing expert investment counsel and personalized financial services, J W Burns & Company is dedicated to helping clients achieve their financial goals. Their team of experienced professionals offers tailored investment strategies and comprehensive financial planning to individuals, families, and businesses. Trustworthy and reliable, J W Burns & Company Investment Counsel is committed to delivering exceptional service and results for their clients.
5789 Widewaters Pkwy, Syracuse, NY 13214, United States -
Securities & Investment Advisors
● ClosedSecurities & Investment Advisors is a finance institution located at 186 Canal Street in Canastota, New York, United States. We are dedicated to helping people live out their dreams by providing them with the feeling of security and comfort in their financial future. With honesty and integrity, we work with our clients to create a plan for their financial goals and life aspirations. Our team offers continued guidance and management, adapting to life's changes and challenges while still working towards achieving those goals. We are committed to helping everyday professionals secure their financial future in retirement, ensuring a fulfilling quality of life throughout their journey.
186 Canal St, Canastota, NY 13032, United States -
Pinnacle Investments, LLC
● ClosedPinnacle Investments, LLC is a finance institution located at 5845 Widewaters Parkway in East Syracuse, New York, United States. Committed to providing planned results to help you achieve your financial goals, Pinnacle Investments offers a full spectrum of products and services including traditional stocks, bonds, CDs, mutual funds, personal financial planning, asset allocation, managed portfolios, and corporate pension plans. With a team of exceptional advisors producing real results, Pinnacle Investments is dedicated to helping you achieve financial independence that fits your lifestyle. Their advisors provide strategies, advice, and services to help you secure financial freedom for your future, regardless of whether you are just starting out or have an established portfolio. By combining their skills and expertise, Pinnacle Investments creates truly customized financial plans for their clients. Transparency, trust, and investment performance are key principles for Pinnacle Investments, as they believe in keeping clients informed and involved in their financial planning. Whether you are saving for the short-term or long-term, Pinnacle Investments works alongside you to tailor a solution that fits your lifestyle and future goals. Their commitment is not only to support you in building your practice but also to offer you the opportunity to build something of lasting value.
5845 Widewaters Pkwy Suite 300, East Syracuse, NY 13057, United States -
Western New York Financial Group
● ClosedWestern New York Financial Group is a leading finance institution located at 560 Delaware Avenue in Buffalo, New York. Our team of experienced financial professionals is dedicated to providing top-notch financial services and solutions to individuals and businesses in the Western New York region. Whether you are looking for investment advice, retirement planning, or insurance products, we are here to help you achieve your financial goals. Visit us today and let us guide you towards a secure financial future.
560 Delaware Ave #102, Buffalo, NY 14202, United States -
Stratos Wealth Partners, Ltd. of Beverly Hills - Fiduciary Investing
● OpenStratos Wealth Partners, Ltd. of Beverly Hills - Fiduciary Investing is a finance institution located at 181 Franklin Street in Buffalo, New York. As a fiduciary investing firm, they prioritize their clients' best interests and provide personalized financial planning and investment management services. With a commitment to transparency, integrity, and expertise, they strive to help individuals and families achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Stratos Wealth Partners, Ltd. of Beverly Hills is dedicated to providing you with comprehensive financial solutions tailored to your unique needs.
181 Franklin St, Buffalo, NY 14202, United States -
New Harbor Financial Management
● OpenNew Harbor Financial Management is a reputable finance institution located at 2829 Wehrle Drive in Williamsville, New York, United States. With a team of experienced financial experts, they offer a wide range of services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management, New Harbor Financial Management is dedicated to providing personalized solutions tailored to your specific needs. Trustworthy and reliable, they are committed to helping you secure a stable financial future.
2829 Wehrle Dr #5b, Williamsville, NY 14221, United States -
Pinnacle Investments, LLC. O'Loughlin Group
● ClosedPinnacle Investments, LLC. O'Loughlin Group is a finance institution located at 5500 Main Street in Williamsville, New York, United States. Committed to providing planned results to help you achieve your goals, we offer a full spectrum of products and services including traditional stocks, bonds, CDs, mutual funds, personal financial planning, asset allocation, managed portfolios, corporate pension plans, private placements, and alternative investments. Our team of exceptional advisors is dedicated to producing real results and providing you with the strategies, advice, and services needed to help you achieve financial security. Whether you are just starting out or have an established portfolio, we can help secure financial freedom for your future by creating a customized financial plan tailored to your lifestyle and goals.
5500 Main St #205, Williamsville, NY 14221, United States -
Sage Investment Group
● OpenSage Investment Group is a renowned finance institution located at 1967 Wehrle Drive in Buffalo, New York, United States. With a team of experienced professionals, Sage Investment Group offers a wide range of financial services including investment management, financial planning, and retirement planning. Their personalized approach and commitment to excellence make them a trusted partner for individuals and businesses looking to secure their financial future. Contact Sage Investment Group today to learn more about how they can help you achieve your financial goals.
1967 Wehrle Dr #1, Buffalo, NY 14221, United States -
Rochester Investments
● ClosedRochester Investments is a reputable finance institution located at 1580 West Ridge Road in Rochester, New York. With a strong track record of success, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking to invest for the future, plan for retirement, or manage your wealth, Rochester Investments offers a wide range of services to meet your needs. Trust us to provide personalized solutions and expert guidance to help you navigate the complex world of finance. Visit us today to discover how we can help you secure your financial future.
1580 W Ridge Rd, Rochester, NY 14615, United States -
Tax & Investment Group
● ClosedTax & Investment Group is a leading accounting and finance institution located at 1343 Long Pond Road in Rochester, New York. With a team of experienced professionals, we offer a wide range of services including tax preparation, investment management, financial planning, and more. Our goal is to help individuals and businesses achieve their financial goals through personalized strategies and expert advice. Contact us today to learn how we can assist you in navigating the complexities of taxes and investments.
1343 Long Pond Rd Suite C, Rochester, NY 14626, United States
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