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TOP 30 Insurance and wealth management in New York, NY
645 results found
Search for local businesses, places and services near you
Daniel Harney - Prudential Financial
Daniel 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.
Wentworth Financial Partners
Wentworth Financial Partners is a finance institution located at 18 Corporate Woods Boulevard in Albany, New York, United States. Specializing in Risk Management & Insurance Solutions for the Independent RIA, Wentworth Financial Partners can be your partner in uncovering opportunities for you and your clients. As a company and product agnostic institution, the focus is always on the client's needs and goals. With access to over 80 life insurance, long-term care insurance, disability insurance, and annuity companies, Wentworth Financial Partners provides a wide range of resources for advisors and clients to leverage. The institution's independent offices located throughout the United States ensure that virtually no area is left unserviced. Committed to supporting the entrepreneurial spirit, Wentworth Financial Partners prioritizes the independent nature of every client, always putting their clients first. With a focus on offering world-class solutions for asset accumulation, protection, and distribution, Wentworth Financial Partners' advisors create tailored solutions through knowledge, research, and clear marketing concepts. Services include annuities to protect assets and provide lifetime income, estate planning to reduce taxes and unnecessary expenses, and succession planning to determine control and wealth distribution within a business. Wentworth Financial Partners operates as an insurance sales agency throughout the United States, providing a cutting-edge insurance platform for Registered Investment Advisors.
Ameriprise Financial
Ameriprise Financial is a renowned finance institution located at 4 Atrium Drive in Albany, New York, United States. With a strong presence in the financial industry, Ameriprise Financial offers a wide range of services including financial planning, investment management, retirement planning, and insurance solutions. Their team of experienced professionals are dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Ameriprise Financial is committed to providing personalized and comprehensive financial solutions to meet your needs.
Fuller's Financial Services
Fuller's Financial Services is a reputable accounting and finance institution located at 693 Wildwood Avenue in Salamanca, New York, United States. With a team of experienced professionals, Fuller's Financial Services offers a wide range of financial services including tax preparation, bookkeeping, financial planning, and investment advice. Clients can trust Fuller's Financial Services to provide personalized and reliable financial solutions to help them achieve their financial goals.
Progressive Planning Inc
Progressive Planning Inc is a leading accounting and finance institution located at 500 North Broadway in Jericho, New York, United States. Our team of experienced professionals are dedicated to providing comprehensive financial planning services to individuals and businesses. From tax preparation to investment strategies, we offer personalized solutions to help our clients achieve their financial goals. Trust Progressive Planning Inc for expert advice and guidance in all your accounting and finance needs.
Metropolitan Capital
Metropolitan Capital Tax & Wealth Management, located at 2801 Emmons Avenue in New York, United States, is a comprehensive financial institution specializing in accounting, finance, and legal services. Since 2006, our mission has been to provide clients with personalized wealth management strategies to minimize taxes and maximize wealth. We believe in integrating tax planning into financial planning, as taxes are often the largest lifetime expense for most individuals. Our team is dedicated to understanding each client's unique tax situation to develop effective financial plans that align with their goals. We emphasize the importance of reviewing tax returns to make informed investment decisions and prioritize client education on tax implications. At Metropolitan Capital, we strive for professional excellence and unwavering dedication to client service. Our commitment to tax planning as a key component of building wealth sets us apart from traditional advisors. Securities and Advisory Services offered through Osaic Wealth, Inc., Member FINRA, SIPC. Insurance and tax services are provided through Metropolitan Capital Tax & Wealth Management, Inc., an independent entity. Please note that investments in securities involve risk, and we recommend consulting with a professional before making any financial decisions. Our services are available to individuals residing in select states, and we do not endorse any content on social media platforms. When you access third-party websites through our site, you assume responsibility for any risks associated with their use. Contact us today to learn more about our personalized financial planning services.
Moskowitz & Simons
Moskowitz & Simons is an accounting and finance institution located at 88 C Atlantic Avenue in Lynbrook, New York, United States. We aim to help you understand the opportunities and potential rewards of taking a proactive approach to your personal financial situation. Our website offers valuable information on insurance, investing, retirement, estate planning, and wealth preservation. We provide access to calculators, videos, and instructions for downloading VENMO and PAYPAL 1099-K. Security-related transactions are managed by Halliday Financial, LLC. Please note that past performance may not indicate future results, and different types of investments involve varying degrees of risk. We recommend working with skilled professionals to pursue your financial goals. Income tax and accounting services are provided independently by KPStein CFP® Inc, DBA Moskowitz and Simons. Be sure to check the background of our investment professionals for your peace of mind.
Family Brokerage
Family Brokerage is a reputable accounting and finance institution located at 871 Rutland Road in New York, United States. With a focus on providing personalized financial services to families, we offer a range of brokerage services including investment management, retirement planning, and tax preparation. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Visit us today to learn more about how we can help you and your family with all your financial needs.
KeyBank
KeyBank is a financial institution located at 138 New York 104 in Oswego, New York, United States. As a full-service bank, KeyBank offers a wide range of financial services including personal and business banking, loans, mortgages, and investment services. With convenient ATM access, online banking, and personalized customer service, KeyBank is committed to helping individuals and businesses achieve their financial goals. Visit KeyBank today to experience the difference of banking with a trusted financial partner.
Citizens
Citizens is a financial institution located at 4964 Transit Road in Depew, New York. As a full-service bank, Citizens offers a range of financial services including ATM access, personal and business banking, loans, investments, and more. With a commitment to providing exceptional customer service and innovative financial solutions, Citizens is dedicated to helping individuals and businesses achieve their financial goals. Visit us today to experience the convenience and expertise of Citizens.
Chase Bank
Chase Bank, located at 2586 South Road, Poughkeepsie, New York, United States, is a full-service financial institution offering a range of services including ATM access, banking, and finance. With a team of business professionals specializing in cash flow management, credit solutions, and payroll, Chase provides guidance to help businesses thrive. Online and mobile services, business credit cards, and payment acceptance solutions are also available. J.P. Morgan Wealth Management, a business of JPMorgan Chase & Co., offers investment products and services through J.P. Morgan Securities LLC and Chase Insurance Agency, Inc. Chase Private Client is a banking and investment product offering. Bank deposit accounts are subject to approval. Member FDIC.
Chase Bank
Chase Bank, located at 681 Newbridge Road, Levittown, New York, United States, is a leading financial institution offering a range of services including ATM access, banking, and finance solutions. With a team of business professionals specializing in improving cash flow, providing credit solutions, and managing payroll, Chase also offers online and mobile banking services, business credit cards, and payment acceptance solutions tailored for businesses. J.P. Morgan Wealth Management, a business of JPMorgan Chase & Co., offers investment products and services through J.P. Morgan Securities LLC and annuities through Chase Insurance Agency, Inc. Chase Private Client is a banking and investment product and service offering, subject to approval. Member FDIC. Chase is committed to providing quality financial services to meet the needs of its customers.
Masterpiece International, Ltd.
Masterpiece International, Ltd. is a renowned finance institution located at 39 Broadway in New York, New York, United States. With a focus on providing top-notch financial services to clients, Masterpiece International, Ltd. is committed to delivering excellence in the world of finance. Their team of experienced professionals work diligently to meet the unique needs of each client, ensuring their financial goals are achieved with precision and expertise. Whether it's investment management, wealth planning, or financial consulting, Masterpiece International, Ltd. is dedicated to helping clients navigate the complexities of the financial world and secure their financial futures.
Special Metals Federal Credit Union
Special Metals Federal Credit Union is a finance institution located at 4340 Middle Settlement Road in New Hartford, New York, United States. We provide a range of financial services to our members, including savings accounts, loans, and online banking. Our dedicated team is committed to helping our members achieve their financial goals and secure their financial future. Join us today and experience the personalized service and competitive rates that set us apart from traditional banks.
Chase Bank
Chase Bank, located at 2130 Chili Avenue in Rochester, New York, is a leading financial institution offering a range of services including ATM access, banking, and finance solutions. With a focus on business banking, Chase provides expert guidance on improving cash flow, credit solutions, and payroll management. They also offer online and mobile services, business credit cards, and payment acceptance solutions tailored for businesses. J.P. Morgan Wealth Management, a business of JPMorgan Chase & Co., provides investment products and services through J.P. Morgan Securities LLC and Chase Insurance Agency, Inc. Chase Private Client is a premium banking and investment offering. Member FDIC.
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