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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
Redlig Financial Services Inc.
Redlig Financial Services Inc. is a reputable accounting and finance institution located at 40 Prescott Avenue in White Plains, New York, United States. With a team of experienced professionals, we provide a wide range of financial services to individuals and businesses, including tax preparation, bookkeeping, financial planning, and investment management. Our goal is to help our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how we can assist you with your financial needs.
Efficient Advice, LLC
Efficient Advice, LLC is a reputable accounting and finance institution located at 73 Market Street in Yonkers, New York. Our team of experienced professionals is dedicated to providing top-notch financial advice and services to individuals and businesses alike. Whether you need assistance with tax preparation, financial planning, or investment strategies, we are here to help you navigate the complexities of the financial world with ease and efficiency. Trust Efficient Advice, LLC to guide you towards a secure and prosperous financial future.
OneGroup
OneGroup is an insurance agency located at 706 North Clinton Street, Syracuse, New York, United States. We specialize in providing innovative risk management solutions to help businesses control and reduce risks, ultimately leading to business success. Our team of highly trained and experienced business risk specialists, along with over 200 experts and specialists from various industries, are dedicated to ensuring that your business is protected with the best insurance coverage tailored to your specific needs. In addition to business insurance, OneGroup also offers personal insurance options to protect individuals at every stage of life. Our personal insurance specialists conduct thorough reviews to ensure that everything you have worked hard for is fully protected.
Monahja Rich, Bankers Life Agent
Monahja Rich, Bankers Life Agent is an insurance agency located at 3 Nancy Court in Wappingers Falls, New York. As a trusted Bankers Life Agent, they provide a range of insurance products and services to help individuals and families protect their financial future. With a commitment to personalized service and expert guidance, Monahja Rich helps clients navigate the complexities of insurance to find the right coverage for their needs. Whether it's life insurance, retirement planning, or long-term care coverage, clients can rely on Monahja Rich to provide tailored solutions to safeguard their assets and loved ones.
All Access Financial
All Access Financial is a renowned finance institution located at 576 Broadhollow Road in Melville, New York. Our team of experts is dedicated to providing a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, loans, or financial planning, we are here to offer personalized solutions tailored to your specific needs. With a commitment to excellence and customer satisfaction, All Access Financial is your trusted partner for all your financial needs.
SoFi
SoFi is a leading finance institution located at 860 Washington Street in New York, New York, United States. Specializing in providing innovative financial solutions, SoFi offers a wide range of services including student loan refinancing, personal loans, mortgages, and investment options. With a focus on empowering individuals to achieve their financial goals, SoFi combines cutting-edge technology with personalized guidance to help customers make informed decisions and secure their financial future. Whether you are looking to refinance your student loans, buy a home, or invest for the future, SoFi is dedicated to helping you reach your financial milestones.
Prudential Financial
Prudential Financial is a renowned health and insurance agency located at 401 Columbus Avenue in Valhalla, New York, United States. With a strong reputation for providing top-quality insurance products and services, Prudential Financial is committed to helping individuals and families protect their health and financial well-being. Their experienced team of professionals offers personalized guidance and support to help clients make informed decisions about their insurance needs. Whether you are looking for health coverage, life insurance, or retirement planning services, Prudential Financial has the expertise and resources to assist you in achieving your financial goals. Visit their office in Valhalla today to learn more about the comprehensive insurance solutions they offer.
Delroy Burrell, Bankers Life Agent
Delroy Burrell, Bankers Life Agent in New Rochelle, NY, located at 271 North Avenue, offers a wide range of insurance options from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Delroy Burrell, the Unit Sales Manager and Insurance Sales Representative, specializes in helping clients compare Medicare Advantage plans to find the right coverage for their needs. With Medicare Advantage plans offering similar coverage to Original Medicare Parts A and B, including the option for prescription drug coverage, clients can also benefit from an annual maximum out of pocket limit and some plans with premiums as low as $0 per month. As the need for long-term care planning becomes increasingly important, Delroy Burrell is here to help clients prepare and have discussions with their loved ones about their next steps.
Bona Financial Group
Bona Financial Group is a reputable insurance agency located at 1 Mill Lane in New York, United States. With a team of experienced professionals, we provide a wide range of insurance products and services to meet the diverse needs of our clients. Our commitment to excellence and customer satisfaction sets us apart in the industry. Contact us today for all your insurance needs.
Rene Schillinger, Bankers Life Agent
Rene Schillinger, Bankers Life Agent is a reputable insurance agency located in Wappingers Falls, New York, United States. Specializing in providing insurance products and services from Bankers Life, this institution offers a wide range of coverage options to meet the needs of individuals and families. With a focus on personalized service and expert guidance, Rene Schillinger, Bankers Life Agent is committed to helping clients secure their financial future and protect what matters most to them. Visit their office today to learn more about their insurance offerings and how they can assist you in finding the right policy for your needs.
Tyler Peschel, Bankers Life Agent
Tyler Peschel, Bankers Life Agent is a reputable insurance agency located at 3 Nancy Court in Wappingers Falls, New York. As an authorized Bankers Life agent, Tyler Peschel provides personalized insurance solutions to meet the unique needs of each client. With a commitment to excellence and customer service, Tyler Peschel, Bankers Life Agent is dedicated to helping individuals and families secure their financial future through comprehensive insurance coverage. Contact them today to learn more about their services and how they can help protect you and your loved ones.
Reece Bijou, Bankers Life Agent
Reece Bijou, Bankers Life Agent is an insurance agency located at 3 Nancy Court in Wappingers Falls, New York, United States. Specializing in Bankers Life insurance products, the agency offers a range of insurance options to meet the needs of individuals and families. With a commitment to providing personalized service and expert advice, Reece Bijou helps clients navigate the complexities of insurance coverage to find the best solutions for their financial security. Whether you are looking for life insurance, retirement planning, or long-term care coverage, Reece Bijou, Bankers Life Agent is dedicated to helping you protect what matters most.
First Republic Bank
First Republic Bank, located at 34 Popham Road in Scarsdale, New York, is a full-service institution offering a range of financial services including banking and ATM facilities. With a focus on customization and exceptional service, First Republic Bank is committed to providing responsive solutions to meet the needs of its customers. Deposit products and services are offered through JPMorgan Chase Bank, N.A., with a firm commitment to FDIC insurance and equal housing opportunities. Investment services are provided through J.P. Morgan Wealth Management, with a focus on managing market risks and achieving investment objectives. Trust and fiduciary services are also available through JPMorgan Chase Bank, N.A. and affiliated companies. Insurance products are offered through Chase Insurance Agency, Inc. Please note that investment and insurance products are not FDIC insured, not guaranteed by any federal government agency, and subject to investment risks.
Proto Financial
Proto Financial is a finance institution located at 1025 Old Country Road, Westbury, New York, United States. We offer finance solutions customized to meet your business needs, with a focus on helping small business owners across the U.S. in various industries. Our streamlined paperless application process and quick funding decisions based on actual business performance make financing easy and efficient. With the best financial technology in alternative lending, funds can be deposited in as little as 24 hours following approval. Our dedicated funding officers are here to assist you from the initial application to future funding needs. We strive to build lasting relationships with our clients and are committed to positioning your business for success. Whether you are looking for a merchant cash advance or an SBA 7(a) loan, Proto Financial is here to help you unleash your business potential and fuel your success.
M&T Bank
M&T Bank is a reputable financial institution located at 59 Kensico Road in Thornwood, New York, United States. As a full-service bank, M&T offers a wide range of financial products and services to individuals, businesses, and organizations. With a strong commitment to customer service and community involvement, M&T Bank has earned a reputation for reliability and trustworthiness in the banking industry. Whether you need a checking account, mortgage loan, or investment advice, M&T Bank is dedicated to helping you achieve your financial goals.
First Security Benefit Life
First Security Benefit Life is an insurance agency located at 800 Westchester Avenue in Rye Brook, New York. With a strong commitment to providing financial security and peace of mind to individuals and families, they offer a wide range of insurance products and services. Their dedicated team of professionals is committed to helping clients navigate the complex world of insurance and find the best coverage options for their needs. Whether you are looking for life insurance, health insurance, or retirement planning services, First Security Benefit Life is here to help you protect what matters most.
Met Life
MetLife is an insurance agency located at 707 Westchester Avenue, White Plains, New York, United States. At MetLife, protecting your information is a top priority. They offer everything you need to know to protect yourself and your family all in one place. Learn about the importance of Health Savings Accounts (HSAs) and how they can benefit employee retention and financial well-being. MetLife offers various dental network options, including preferred dental programs and Dental Health Maintenance Organizations (HMOs). Register online to access and manage your benefits with MetLife. They also provide insights on disability insurance, paid leave, and retirement savings. Join the global community of individuals at MetLife who are dedicated to helping build confidence and security for their customers.
First Great West Life & Annty
First Great West Life & Annty is a reputable insurance agency located at 50 Main Street in White Plains, New York, United States. With a strong focus on providing top-notch insurance products and services, the institution is dedicated to helping individuals and businesses protect what matters most to them. Their experienced team of professionals is committed to delivering personalized solutions tailored to meet the unique needs of each client. Whether you are looking for life insurance, health insurance, or any other type of coverage, First Great West Life & Annty is your trusted partner in safeguarding your future. Contact them today to learn more about their comprehensive insurance offerings.
Michael Vicario: Primerica - Financial Services
Michael Vicario: Primerica - Financial Services is a reputable finance and insurance agency located at 515 North State Road in Briarcliff Manor, New York. With a focus on providing top-notch financial services, Michael Vicario and his team are dedicated to helping clients achieve their financial goals and secure their future. Whether you need assistance with investments, retirement planning, or insurance coverage, Primerica offers personalized solutions to meet your specific needs. Trust in the expertise and professionalism of Michael Vicario: Primerica - Financial Services to guide you towards financial success and peace of mind.
The Gold Standard
The Gold Standard is a prestigious finance and jewelry store located at 150 Aerial Way in Syosset, New York. As the name suggests, this institution sets the highest standard when it comes to dealing with gold and other precious metals. Whether you are looking to invest in gold, purchase exquisite jewelry pieces, or sell your own gold items, The Gold Standard offers a professional and trustworthy service. With a reputation for excellence and integrity, this institution is the go-to destination for all your gold-related needs in the United States.
Richard Kersting - Financial Advisor, Ameriprise Financial Services, LLC
Richard Kersting is a financial advisor at Ameriprise Financial Services, LLC located at 445 Hamilton Avenue in White Plains, New York, United States. Richard holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, investment strategies, estate planning, retirement planning, and insurance products. Richard also specializes in working with domestic partners, seniors, and small business owners. With a focus on ethical practices and continuous education, Richard provides comprehensive financial planning services to help clients achieve their financial goals.
Christopher Kuber - Financial Consultant, Ameriprise Financial Services, LLC
Christopher Kuber, a financial consultant at Ameriprise Financial Services, LLC, located at 7 East Carver Street in Huntington, New York, offers personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. With a focus on retirement planning, education savings, and major purchases, Christopher works closely with clients to document their goals, track progress, and adjust strategies as life changes. Clients can access their investments and accounts from any device, securely track progress, and schedule complimentary initial consultations to discuss financial planning concepts. Christopher Kuber is registered to conduct securities business in select states and clients can verify his qualifications on FINRA's BrokerCheck website. Ameriprise Financial Services, LLC, a member of FINRA and SIPC, cannot guarantee future financial results but is committed to helping clients achieve their financial goals. Feel free to refer friends and family members for personalized financial guidance from Christopher Kuber.
Brendan Joseph Carey - Financial Advisor, Ameriprise Financial Services, LLC
Brendan Joseph Carey - Financial Advisor at Ameriprise Financial Services, LLC, located at 7 East Carver Street, Huntington, New York, United States, offers personalized financial planning services tailored to your individual goals and risk tolerance. From retirement planning to major purchases, Brendan provides investment recommendations and portfolio management to help you achieve your financial objectives. Regular meetings and progress reviews ensure that your financial strategy adapts to life changes. With secure online access to your accounts, you can track your progress towards your goals anytime, anywhere. Schedule a complimentary initial consultation to learn more about how Brendan can help you reach your financial goals. Please note that Brendan may only conduct securities business in certain states, as listed on FINRA's BrokerCheck website. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, and cannot guarantee future financial results. Contact Brendan today to discuss your financial priorities and start working towards a secure financial future.
Dow Richard
Dow Richard is a renowned health institution located at 145 River Road in Nyack, New York, United States. Specializing in providing top-notch medical care and wellness services, Dow Richard is committed to improving the health and well-being of its patients. With a team of highly skilled healthcare professionals and state-of-the-art facilities, the institution offers a wide range of medical services to meet the diverse needs of its patients. Whether you are in need of routine check-ups, specialized treatments, or preventive care, Dow Richard is dedicated to providing exceptional healthcare services to help you live a healthier and happier life.
AlbanyAdvisor Group
Albany Advisor Group, located at 20 Corporate Woods Boulevard in Albany, New York, is a trusted finance institution dedicated to helping individuals and businesses efficiently manage their accumulated wealth. With a focus on comprehensive financial planning and target-risk investment management, our team works tirelessly to ensure the continued success of our clients. We believe that a solid financial plan is essential in understanding how assets should be invested and distributed, which is why we tailor-made financial plans without personal biases, treating each plan as a complex puzzle. Our certified financial planners are committed to providing active investment management and integrated financial planning services. By integrating risk management into personalized financial plans, we help clients understand the risks they are taking and develop strategies tailored to their needs. Our fiduciary responsibility ensures that our clients have the confidence and peace of mind needed on their financial journey.
Thoroughbred Advisors - Financial Advisors
Thoroughbred Advisors is a reputable financial advisory firm located at 421 Troy-Schenectady Road in Latham, New York. Specializing in finance and insurance services, our team of experienced advisors is dedicated to helping clients achieve their financial goals and secure their future. With a personalized approach and a commitment to excellence, Thoroughbred Advisors is the trusted partner you need for all your financial planning needs. Contact us today to schedule a consultation and take the first step towards financial security.
Lecce Financial Services, LLC
Lecce Financial Services, LLC is a reputable finance institution located at 8 Southwoods Boulevard in Albany, New York, United States. We specialize in providing a wide range of financial services to help individuals and businesses achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized and tailored solutions to meet the unique needs of our clients. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, Lecce Financial Services, LLC is here to help you every step of the way. Contact us today to schedule a consultation and see how we can help you secure your financial future.
Albany Financial Group
Albany Financial Group is a premier finance institution located at 80 Wolf Road in Albany, New York, United States. With a team of experienced financial experts, we provide a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with wealth management, Albany Financial Group is here to guide you every step of the way. Our personalized approach and commitment to excellence make us a trusted partner for all your financial needs.
Crystal Clear Finances
Crystal Clear Finances is a reputable finance and insurance agency located in Latham, New York. Our team of professionals is dedicated to providing clear and transparent financial solutions to our clients. With years of experience in the industry, we offer a wide range of services including wealth management, insurance, retirement planning, and more. Visit us at 11 Century Hill Drive to discover how we can help you achieve your financial goals with clarity and confidence.
Cody Wojdyla, CFP® - Certified Financial Planner
Cody Wojdyla, CFP® - Certified Financial Planner is a finance institution located at 18 Corporate Woods Boulevard in Albany, New York, United States. Specializing in financial planning for individuals and families in Glens Falls, Saratoga, Albany, and the Adirondacks, Cody helps clients create and manage game plans to achieve their financial, business, and life goals. As an independent advisor, Cody has the flexibility to choose from a wide range of investment and insurance companies to best meet the needs of his clients without any corporate pressure or sales goals. Operating as a fiduciary, Cody always prioritizes the goals and needs of his clients. The institution is affiliated with Rosemont Financial Group, with offices in Albany and Old Forge. Securities and Advisory services are offered through LPL Financial. Cody Wojdyla, CFP® is a Certified Financial Planner™ professional, authorized by the Certified Financial Planner Board of Standards, Inc. Website design and development by Mannix Marketing, Inc.
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