Insurance and retirement in New York, NY
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Shown Kumar - Prudential Financial
● OpenShown Kumar - Prudential Financial is a reputable finance and insurance agency located at 60 Fire Island Avenue in Babylon, New York, United States. With a commitment to providing top-notch financial planning and insurance services, the institution is dedicated to helping individuals and businesses secure their financial future. Whether you are looking for retirement planning, investment advice, or insurance coverage, Shown Kumar - Prudential Financial has the expertise and resources to meet your needs. Contact them today to set up a consultation and take the first step towards a more secure financial future.
60 Fire Island Ave, Babylon, NY 11702, United States -
Prudential Financial
● ClosedPrudential Financial is a renowned finance institution located at 60 Fire Island Avenue in Babylon, New York, United States. With a strong reputation for providing comprehensive financial services, Prudential Financial offers a wide range of products including insurance, investment, retirement planning, and wealth management solutions. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking for insurance coverage, investment advice, or retirement planning, Prudential Financial is committed to delivering personalized and reliable financial services to meet your needs.
60 Fire Island Ave Suite 101, Babylon, NY 11702, United States -
Rachel Broytman - Prudential Financial
● ClosedRachel Broytman - Prudential Financial is a reputable finance institution located at 109 New Dorp Plaza in New York, United States. With a strong focus on providing financial services and solutions, Rachel Broytman - Prudential Financial is committed to helping individuals and businesses achieve their financial goals. Whether it's retirement planning, investment management, or insurance services, the team at Rachel Broytman - Prudential Financial is dedicated to providing personalized and comprehensive financial guidance to their clients. With a track record of success and a commitment to excellence, Rachel Broytman - Prudential Financial is a trusted partner for all your financial needs.
109 New Dorp Plaza Suite 101, Staten Island, NY 10306, United States -
West Branch Capital LLC
● ClosedWest Branch Capital LLC is a finance and local government office located at 300 International Drive in Buffalo, New York, United States. As an independent fee-only, SEC Registered Investment Adviser, we have been recognized by the Financial Times 300 Top Registered Investment Advisers and investor.com as a Trusted Firm. Our goal is to always act in the best interests of our clients and provide transparent and objective investment management services. We offer a full range of investment management services for individuals, institutions, and corporate retirement plan sponsors, including equities, fixed income, balanced portfolios, mutual funds, and more. Our clients come from diverse backgrounds and we tailor our services to meet their specific financial goals and needs.
300 International Dr # 134, Buffalo, NY 14221, United States -
2ND HOME
● Open2ND HOME is a cozy lodging institution located at 1068 Crane Street in Schenectady, New York. As the name suggests, it aims to provide a comfortable and welcoming environment for guests, making them feel like they are in their own home away from home. The institution offers a range of amenities and services to ensure a pleasant stay, including spacious rooms, complimentary breakfast, and friendly staff ready to assist with any needs. Whether you are visiting Schenectady for business or pleasure, 2ND HOME is the perfect place to rest and recharge during your stay in the United States.
1068 Crane St, Schenectady, NY 12303, United States -
Anchor Wealth Advisors
● ClosedAnchor Wealth Advisors is a leading financial institution located at 75 Barrett Drive in Webster, New York, United States. Our team of experienced advisors specializes in providing personalized financial planning and investment management services to help our clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, we strive to provide comprehensive and tailored solutions to meet the unique needs of each individual or family. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Anchor Wealth Advisors is here to help you navigate the complexities of the financial world and secure your financial future. Contact us today to schedule a consultation and take the first step towards financial success.
75 Barrett Dr STE 68, Webster, NY 14580, United States -
Andre Rene - Financial Advisor, Ameriprise Financial Services, LLC
● OpenAndre Rene is a financial advisor at Ameriprise Financial Services, LLC located at 1100 South Goodman Street in Rochester, New York, United States. Andre Rene 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®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Andre Rene's expertise in asset management, retirement planning, estate planning, investment strategies, insurance products, and more. As a financial advisor, Andre Rene is committed to providing clients with comprehensive and personalized financial planning services.
1100 S Goodman St Ste 105, Rochester, NY 14620, United States -
Mass Mutual
● ClosedMass Mutual is a renowned finance and insurance agency located at 400 Meridian Centre Boulevard in Rochester, New York, United States. With a strong reputation for providing comprehensive financial solutions and insurance products, Mass Mutual is dedicated to helping individuals and families achieve their financial goals and protect their assets. Whether you are looking for retirement planning, investment strategies, or insurance coverage, Mass Mutual's team of experienced professionals is committed to providing personalized service and tailored solutions to meet your specific needs. Trust Mass Mutual to guide you towards a secure financial future.
400 Meridian Centre Blvd # 101, Rochester, NY 14618, United States -
Mary Beth Fairchild - Financial Advisor, Ameriprise Financial Services, LLC
● OpenMary Beth Fairchild is a Financial Advisor at Ameriprise Financial Services, LLC located at 90 Linden Oaks, Rochester, New York, United States. She holds multiple 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®. Mary Beth Fairchild specializes in providing comprehensive financial planning services for individuals and businesses, with a focus on asset management, retirement planning, estate planning, and insurance products. She is dedicated to upholding the highest standards of professionalism and ethics in her practice.
90 Linden Oaks Ste 230, Rochester, NY 14625, United States -
Daniel Hayes - Financial Advisor, Ameriprise Financial Services, LLC
● OpenDaniel Hayes is a Financial Advisor at Ameriprise Financial Services, LLC located at 90 Linden Oaks in Rochester, New York, United States. Daniel Hayes holds several prestigious 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®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor®. These certifications demonstrate Daniel Hayes' expertise in various areas of finance including asset management, retirement planning, estate planning, investment strategies, and insurance products. Daniel Hayes is committed to providing clients with comprehensive and personalized financial advice to help them achieve their financial goals.
90 Linden Oaks Ste 230, Rochester, NY 14625, United States -
Dylan Joy - Financial Advisor, Ameriprise Financial Services, LLC
● OpenDylan Joy is a financial advisor at Ameriprise Financial Services, LLC located at 90 Linden Oaks, Rochester, New York, United States. Dylan holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate Dylan's expertise in asset management, estate planning, investment strategies, retirement planning, and insurance products. Dylan is also trained as a Behavioral Financial Advisor, Chartered Advisor in Philanthropy® (CAP®), and Certified Divorce Financial Analyst. With a commitment to providing personalized financial advice and expertise in various financial planning areas, Dylan is dedicated to helping clients achieve their financial goals.
90 Linden Oaks Ste 230, Rochester, NY 14625, United States -
Spafford-Winagle Agency
● OpenThe Spafford-Winagle Agency is a reputable finance and insurance agency located at 55 Greenaway Road in Rochester, New York, United States. With a commitment to providing top-notch financial services and insurance solutions, the agency is dedicated to helping clients secure their financial future and protect their assets. Whether you are looking for investment advice, retirement planning, or insurance coverage, the experienced professionals at Spafford-Winagle Agency are here to help. Trust in their expertise and personalized approach to ensure your financial well-being.
55 Greenaway Rd, Rochester, NY 14610, United States -
Andrew Ward - Financial Advisor, Ameriprise Financial Services, LLC
● OpenAndrew Ward - Financial Advisor, Ameriprise Financial Services, LLC, located at 90 Linden Oaks in Rochester, New York, offers personalized financial planning services tailored to your individual goals and risk tolerance. With a focus on retirement planning, education savings, investment strategies, and insurance solutions, Andrew Ward works closely with clients to help them achieve financial security and peace of mind. Clients can access their accounts and track their progress online, while also receiving regular reviews and updates to their financial plans. As a registered investment adviser with Ameriprise Financial Services, LLC, Andrew Ward is committed to providing expert guidance and support to help clients navigate the complexities of the financial markets and plan for a more confident future. Contact Andrew Ward today to schedule a complimentary initial consultation and take the first step towards achieving your financial goals.
90 Linden Oaks Ste 230, Rochester, NY 14625, United States -
Northwestern Mutual Financial: Ayers James R
● OpenNorthwestern Mutual Financial: Ayers James R is a finance institution located at 1162 Pittsford Victor Road in Pittsford, New York, United States. They offer a range of financial services, including investment planning, retirement planning, and insurance solutions. With a focus on helping clients achieve their financial goals, Northwestern Mutual Financial: Ayers James R provides personalized advice and guidance to help individuals and families secure their financial future. Their team of experienced financial professionals is dedicated to providing top-notch service and support to their clients.
1162 Pittsford Victor Rd, Pittsford, NY 14534, United States -
Mass Mutual Financial Group
● OpenMass Mutual Financial Group is a reputable finance and insurance agency located at 115 North Main Street in Fairport, New York, United States. With a strong presence in the financial industry, Mass Mutual offers a wide range of financial services and insurance products to meet the diverse needs of its clients. Their team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals and secure their futures. Whether you are looking for investment advice, retirement planning, or insurance coverage, Mass Mutual Financial Group is committed to providing personalized solutions tailored to your specific needs.
115 N Main St, Fairport, NY 14450, United States -
Next Financial Group
● OpenNext Financial Group is a leading finance institution located at 650 Franklin Street in Schenectady, New York, United States. We offer a wide range of financial services including investment planning, retirement planning, insurance, and wealth management. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Visit us today to see how we can help you navigate the complexities of the financial world and make informed decisions about your money.
650 Franklin St Suite 304, Schenectady, NY 12305, United States -
Stokes Wealth Solutions
● ClosedStokes Wealth Solutions is a finance institution located at 292 Washington Avenue Extension, Albany, New York, United States. The institution offers a range of financial services including insurance, investing, retirement planning, estate planning, and wealth preservation. With 38 years of experience, the dedicated and experienced Independent Financial Advisor at Stokes Wealth Solutions can help you make well-informed decisions to reach your financial goals. Securities are offered through Securities America, Inc., while advisory and financial planning services are offered through Securities America Advisors, Inc. Stokes Wealth Solutions and the Securities America companies are not affiliated. Please note that this site is for informational purposes only and does not constitute an offer to sell or solicit any security or product. Residents of the United States can benefit from the services offered at Stokes Wealth Solutions. Be sure to check the background of the investment professional before making any decisions. Visit the website to review interesting calculators and learn more about how Stokes Wealth Solutions can help you achieve your financial goals.
292 Washington Ave Ext #108, Albany, NY 12203, United States -
Alex Davison - Financial Advisor, Ameriprise Financial Services, LLC
● OpenAlex Davison, a Financial Advisor at Ameriprise Financial Services, LLC, located at 80 Wolf Road in Albany, New York, offers a wide range of financial services to individuals and small business owners. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, Alex Davison is well-equipped to provide expert advice on asset management, investment strategies, retirement planning, estate planning, and insurance products. With a focus on ethics and professional development, Alex Davison is committed to helping clients make informed financial decisions and achieve their long-term goals. Whether you are planning for retirement, managing your investments, or navigating complex financial situations, Alex Davison is dedicated to providing personalized and comprehensive financial guidance.
80 Wolf Rd First Floor, Albany, NY 12205, United States -
Maria Natarelli - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenMaria Natarelli - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 80 Wolf Road, Albany, New York, United States, is a finance institution specializing in providing comprehensive wealth management services. Maria Natarelli holds various certifications, including the AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, demonstrating her expertise in asset management, retirement planning, estate planning, and investment strategies. With a focus on ethical practices and client-centered solutions, Maria Natarelli offers personalized financial advice to individuals, retirees, small business owners, and high net worth clients. Whether you need assistance with portfolio management, insurance products, or retirement planning, Maria Natarelli is dedicated to helping you achieve your financial goals.
80 Wolf Rd First Floor, Albany, NY 12205, United States -
Steve Warren - Thrivent
● ClosedSteve Warren - Thrivent is a finance institution located at 3418 Carman Road in Schenectady, New York, United States. Licensing for their services can be obtained through the State Insurance Department's website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so it is recommended to consult with an attorney or tax professional. Thrivent offers advice and guidance through its Financial Planning Framework, which involves reviewing and analyzing a client's financial situation. Clients can also opt for Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.
3418 Carman Rd, Schenectady, NY 12303, United States -
Deborah Christopher - Financial Advisor, Ameriprise Financial Services, LLC
● OpenDeborah Christopher is a financial advisor at Ameriprise Financial Services, LLC, located at 4 Atrium Drive in Albany, New York, United States. With a focus on your individual goals and risk tolerance, Deborah provides investment, asset allocation, and portfolio recommendations to help you achieve your financial goals, whether it's retirement, education, or a major purchase. Regular meetings are held to review and analyze your progress, update your approach as needed, and track your progress towards your goals. Through Ameriprise's online platform, you can access your investments and accounts from any device securely. Deborah also offers solutions for insurance needs such as health, life, disability, income, and long-term care insurance to protect yourself and your loved ones from unexpected events.
4 Atrium Dr # 200, Albany, NY 12205, United States -
Merrill Lynch Financial Advisor Jacqueline Sinclair-Parker
● ClosedMerrill Lynch Financial Advisor Jacqueline Sinclair-Parker is located at 1241 Pittsford Victor Road in Pittsford, New York, United States. Jacqueline offers a comprehensive approach to financial planning, utilizing Personal Wealth Analysis (PWA) to create tailored strategies for individuals, corporate executives, and business owners. With 16 years of experience at Merrill Lynch Wealth Management, Jacqueline provides expertise in retirement planning, wealth preservation, asset allocation, and more. She holds Series 7, 63, and 66 FINRA Registrations, as well as Life and Health Insurance Licenses. Jacqueline is dedicated to building strong client relationships based on trust and personalized service. Her mission is to understand each client's goals and priorities to help them achieve financial success. Through ongoing communication and adjustments to financial approaches, Jacqueline aims to help clients stay on track towards their goals. With access to resources from Merrill Lynch and Bank of America, Jacqueline can provide customized investment strategies and comprehensive financial solutions to meet the unique needs of each client.
1241 Pittsford Victor Rd, Pittsford, NY 14534, United States -
Rebecca DiTata - Financial Advisor, Ameriprise Financial Services, LLC
● OpenRebecca DiTata - Financial Advisor, Ameriprise Financial Services, LLC is a prestigious finance institution located at 3 Hemphill Place, Malta, New York, United States. Rebecca DiTata holds several certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing her expertise in asset management, estate planning, investment strategies, and retirement planning. She is dedicated to providing comprehensive financial advice and assistance to individuals, retirees, small business owners, and high net worth clients. With a focus on ethics and professionalism, Rebecca DiTata is committed to helping clients achieve their financial goals and secure their future. Whether you need guidance on investments, insurance products, or estate planning, Rebecca DiTata is well-equipped to provide expert advice and personalized solutions. Contact her today for all your financial planning needs.
3 Hemphill Pl Ste 110, Malta, NY 12020, United States -
Scott Miller - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenScott Miller - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 4 Atrium Drive, Albany, New York, United States, is a finance institution offering a range of services to meet the diverse needs of individuals seeking wealth management and financial planning solutions. Scott Miller holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, demonstrating his expertise in asset management, estate planning, retirement planning, and investment strategies. With a focus on ethical practices and comprehensive knowledge in various financial areas, Scott Miller is dedicated to providing tailored financial solutions to clients, including small business owners, retirees, high net worth individuals, and those planning for retirement. Whether you are seeking advice on investments, insurance products, estate planning, or retirement income strategies, Scott Miller is equipped with the expertise and qualifications to guide you through the complexities of financial planning.
4 Atrium Dr # 200, Albany, NY 12205, United States -
Norvest Financial Services Inc
● OpenNorvest Financial Services Inc is a leading finance institution located at 930 Albany Shaker Road in Latham, New York, United States. With a strong focus on providing personalized financial solutions to individuals and businesses, Norvest Financial Services Inc offers a wide range of services including investment management, retirement planning, and wealth management. With a team of experienced and knowledgeable financial advisors, clients can trust Norvest Financial Services Inc to help them achieve their financial goals and secure their financial future.
930 Albany Shaker Rd # 101, Latham, NY 12110, United States -
Tennant Financial - Northwestern Mutual
● OpenTennant Financial - Northwestern Mutual is a reputable finance and insurance agency located at 4 Rosell Drive in Ballston Lake, New York, United States. With a strong commitment to helping clients achieve financial security and peace of mind, the institution offers a wide range of services including investment planning, retirement planning, life insurance, disability income insurance, and long-term care insurance. Their team of experienced professionals is dedicated to providing personalized solutions tailored to meet the unique needs and goals of each client. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Tennant Financial - Northwestern Mutual is here to help you every step of the way.
4 Rosell Dr Ste 100, Ballston Lake, NY 12019, United States -
Mark L Fine, CLU, ChFC, CFP, CASL
● OpenMark L Fine, CLU, ChFC, CFP, CASL is a renowned financial institution located at 1 Northwestern Boulevard in Albany, New York, United States. Specializing in insurance and financial planning, they offer a wide range of services to help individuals and businesses achieve their financial goals. With a team of highly skilled and certified professionals, including Chartered Life Underwriters, Chartered Financial Consultants, Certified Financial Planners, and Chartered Advisor for Senior Living, clients can trust in their expertise and experience. Whether you are looking for retirement planning, investment advice, or insurance solutions, Mark L Fine, CLU, ChFC, CFP, CASL is dedicated to providing personalized and comprehensive financial services to meet your needs.
1 Northwestern Blvd, Albany, NY 12211, United States -
Scott Gordon - Prudential Financial
● OpenScott Gordon - Prudential Financial is a well-established finance and insurance agency located at 125 Wolf Road in Albany, New York, United States. With a strong reputation for providing top-notch financial and insurance services, the institution is known for its expertise in helping clients achieve their financial goals and secure their futures. Whether you are looking for investment advice, retirement planning, or insurance coverage, the professionals at Scott Gordon - Prudential Financial are dedicated to providing personalized solutions tailored to your specific needs. Visit them today to start planning for a secure financial future.
125 Wolf Rd Suite 507, Albany, NY 12205, United States -
Daniel Harney - Prudential Financial
● ClosedDaniel Harney - Prudential Financial is a reputable finance and insurance agency located at 125 Wolf Road in Albany, New York, United States. With a strong focus on providing personalized financial solutions to clients, the institution offers a wide range of services including investment planning, retirement planning, insurance coverage, and wealth management. The team at Daniel Harney - Prudential Financial is dedicated to helping individuals and businesses achieve their financial goals and secure their futures. With a commitment to excellence and a track record of success, this institution is a trusted partner for all your financial needs.
125 Wolf Rd Suite 507, Albany, NY 12205, United States -
HBW Financial Services
● OpenHBW Financial Services is a reputable finance institution located at 7 Herbert Drive in Latham, New York, United States. With a team of experienced professionals, HBW Financial Services offers a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, tax services, or insurance solutions, HBW Financial Services is dedicated to providing personalized and comprehensive financial solutions tailored to your specific needs. Trust HBW Financial Services to guide you towards a secure and prosperous financial future.
7 Herbert Dr, Latham, NY 12110, United States
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