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TOP 30 Insurance brokerage planning in New York, NY
230 results found
Search for local businesses, places and services near you
M & J Agency
M & J Agency is a reputable insurance agency located at 224 Chestnut Avenue in East Meadow, New York. We specialize in providing personalized insurance solutions for individuals and businesses in the United States. Our experienced team of agents is dedicated to helping clients find the right coverage to protect their assets and loved ones. Whether you're looking for auto, home, life, or business insurance, M & J Agency is here to help. Contact us today for a free quote and discover the peace of mind that comes with having the right insurance coverage.
Marsh
Marsh is an insurance agency located at 70 Linden Oaks in Rochester, New York, United States. At Marsh, we offer a unique blend of industry expertise, intellectual capital, and global experience to help you manage the range of risks you face. Our services include consulting, brokerage, and claims advocacy, utilizing data, technology, and analytics to help you quantify and mitigate risk effectively. With over 150 years of experience, our purpose at Marsh is to explore the possibilities that lie within the world of risk and complexity. We provide essential resources such as the Political Risk Report 2024, insights on global insurance markets, and top risks for 2024 and beyond from over 1,400 global experts.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management, located at 50 Fountain Plaza in Buffalo, New York, is a finance institution that offers a wide range of wealth planning services to individuals, families, business owners, executives, and institutions. The experienced advisors at the branch provide financial strategies based on years of combined knowledge and expertise in wealth management. In addition to wealth planning advice, the advisors at Merrill Lynch Wealth Management can assist with retirement income planning, guidance on concentrated stock positions, traditional investments, and access to estate planning services through Bank of America. The branch is committed to client service and satisfaction, helping clients identify and achieve their personal and professional financial goals.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management, located at 6245 Sheridan Drive in Williamsville, New York, offers a wide range of financial services to individuals, families, business owners, executives, and institutions. With a team of experienced advisors, the institution provides personalized wealth planning strategies tailored to each client's needs and goals. The advisors at Merrill Lynch Wealth Management have access to the resources of Bank of America, allowing them to offer guidance on retirement income planning, concentrated stock positions, traditional investments, and estate planning services. They work closely with clients to understand their current financial situation and create strategies to help them achieve their long-term objectives.
Merrill Lynch Financial Advisor Susan L Murphy
Merrill Lynch Financial Advisor Susan L Murphy is a finance institution located at 2649 South Road, Poughkeepsie, New York, United States. With over 15,000 Merrill Lynch Financial Advisors nationwide, clients can trust in expert guidance to help achieve their financial goals. Offering a broad range of services including brokerage, investment advisory, and financial planning, Merrill Lynch is committed to providing personalized solutions tailored to each client's unique needs. While investing involves risk, the team at Merrill Lynch strives to help clients navigate the complexities of the financial world with sound advice and strategic planning. Trust and fiduciary services are provided by Bank of America Private Bank, a division of Bank of America, N.A., ensuring that clients receive comprehensive financial guidance. Whether you are seeking investment advice, insurance products, or wealth management services, Merrill Lynch Financial Advisor Susan L Murphy is dedicated to helping you secure a brighter financial future.
Merrill Lynch Financial Advisor Richard C. Davalos
Merrill Lynch Financial Advisor Richard C. Davalos is a reputable finance institution located at 1325 Franklin Avenue, Garden City, New York, United States. With over 15,000 Merrill Lynch Financial Advisors nationwide, including in all 50 states and territories, clients are guided towards achieving their desired financial goals. Specializing in asset allocation, diversification, and rebalancing, the institution emphasizes the importance of risk management in investments. While offering a broad range of brokerage, investment advisory, and financial planning services, Merrill Lynch does not provide legal, tax, or accounting advice. Clients are encouraged to consult with their own advisors before making financial decisions. Additionally, Merrill Lynch is affiliated with Bank of America Corporation, offering insurance and annuity products through Merrill Lynch Life Agency Inc. and trust and fiduciary services through Bank of America Private Bank. The institution also provides banking products through Bank of America, N.A. and affiliated banks. With various certifications and affiliations, Merrill Lynch Financial Advisor Richard C. Davalos aims to provide clients with personalized financial solutions tailored to their needs.
Ginsberg Wealth Management LLC
Ginsberg Wealth Management, LLC is located at 200 South Service Road in Roslyn Heights, New York, United States. As an accounting, finance, and insurance agency, we offer personalized wealth management strategies to help our clients achieve their financial life goals. Our team is dedicated to helping you understand the opportunities and potential rewards that come with taking a proactive approach to your personal financial situation. Through our website, we aim to provide you with a better understanding of financial concepts such as investing, insurance, retirement planning, taxes, and wealth preservation. Working with a skilled independent fiduciary financial advisor can help you pursue your financial plan and achieve success.
Merrill Edge
Merrill Edge is a finance institution located at 101 Walt Whitman Road in Huntington Station, New York, United States. They offer online investing, trading, brokerage, and financial advice services. Clients can get started with Merrill Guided Investing and pay $0 in program fees for the first 6 months. The institution provides a broad range of brokerage and investment advisory services, including financial planning. They also offer banking products through Bank of America, N.A. and affiliated banks. Merrill Edge emphasizes the importance of understanding the risks involved in investing in securities, and provides detailed information on fees, returns, and expenses to help clients make informed decisions. Additionally, they offer insurance services through Merrill Lynch Life Agency Inc., a wholly owned subsidiary of BofA Corp.
LPL Financial
LPL Financial is a leading finance and insurance agency located at 900 New York 111 in Hauppauge, New York, United States. With a commitment to providing personalized financial solutions and exceptional customer service, LPL Financial helps clients achieve their financial goals and secure their future. From retirement planning to investment strategies, LPL Financial offers a wide range of services to meet the unique needs of each individual or business. Contact LPL Financial today to start planning for a brighter tomorrow.
Merrill Lynch Financial Advisor Cosmin Cotet
Merrill Lynch Financial Advisor Cosmin Cotet is a finance institution located at 75 Rockefeller Plaza, New York, New York, United States. With over 15,000 Merrill Lynch Financial Advisors assisting clients nationwide, including all 50 states, District of Columbia, and US territories, the institution aims to help individuals achieve their desired financial goals. Specializing in asset allocation, diversification, and rebalancing, the institution provides a range of brokerage, investment advisory, and financial planning services. Merrill Lynch, Pierce, Fenner & Smith Incorporated, a registered broker-dealer and investment adviser, offers investment products managed by affiliates of Bank of America Corporation. Additionally, insurance and annuity products are offered through Merrill Lynch Life Agency Inc., while trust and fiduciary services are provided by Bank of America Private Bank and U.S. Trust Company of Delaware. Banking products are offered by Bank of America, N.A. and affiliated banks. Adhering to strict ethical standards, Merrill Lynch Financial Advisor Cosmin Cotet aims to provide personalized financial advice and services to help clients make informed decisions about their financial future.
Merrill Lynch Financial Advisor Cathy L Hamill-Pidoto
Merrill Lynch Financial Advisor Cathy L Hamill-Pidoto is a finance institution located at 114 West 47th Street, New York, New York, United States. With over 15,000 Merrill Lynch Financial Advisors across all 50 states, District of Columbia, and several US territories, the institution aims to help clients achieve the lives they desire. Services offered include asset allocation, diversification, and rebalancing, however, investing involves risk and there is always potential for loss. Merrill Lynch does not provide legal, tax, or accounting advice and recommends consulting with appropriate advisors before making financial decisions. The institution offers a broad range of brokerage, investment advisory, and other services through its affiliated companies. Clients can find the right advisor based on their location and connect by starting with a name. Banking products are provided by Bank of America, N.A. and affiliated banks. Additionally, Merrill Lynch offers insurance, annuity products, trust, and fiduciary services through its subsidiaries. The institution strives to provide information about products and services that may be of interest to clients. Please note that by clicking on links, you may be redirected to other websites not owned by Bank of America or its affiliates.
Merrill Lynch Financial Advisor Joshua Sucov
Merrill Lynch Financial Advisor Joshua Sucov is a finance institution located at 1325 Franklin Avenue, Garden City, New York, United States. With over 15,000 Merrill Lynch Financial Advisors nationwide, including in all 50 states and US territories, the institution helps clients achieve their financial goals. The institution offers a wide range of brokerage, investment advisory, and financial planning services, but does not provide legal, tax, or accounting advice. Clients are encouraged to consult with their own advisors before making financial decisions. Merrill Lynch is a subsidiary of Bank of America Corporation and offers various investment, insurance, and annuity products. The institution strives to provide clients with information about products and services that may be of interest, and offers a personalized approach to financial planning.
Capital Growth & Shelter Inc
Capital Growth & Shelter Inc is a finance institution located at 2 Witbeck Drive in Scotia, New York, United States. Since 1984, we have been providing wealth management, investment, and insurance services to our clients. Securities and advisory services are offered through Cetera Advisors LLC, a member of FINRA and SIPC. Our team of Registered Representatives are licensed and registered in various states, offering both brokerage services with transaction-based compensation and investment advisory services with fees based on assets. We are committed to helping our clients achieve their financial goals and secure their financial future. Please check the background of our investment professionals for more information.
Barry Risk Management, Inc
Barry Risk Management, Inc is an insurance agency and local government office located at 4910 New Utrecht Avenue, New York, United States. Please note that this institution is not an official NYS DMV office, but a licensed private service bureau. DMV services offered here are available free of charge at any NYS DMV. The institution's operating hours are Monday to Friday from 9am to 5pm. Visitors may remain anonymous while using the site, and session cookies are used for temporary purposes. Personal information may be required for certain services, such as registering for events or contests.
SC Parker LLC
SC Parker LLC is a finance institution located at 5892 Main Street, Williamsville, New York, United States. Since 1925, SC Parker Advisors have been helping individuals plan, invest, and succeed with investment planning. As an independent investment firm, we conduct thorough market research to find the highest quality investments for each client, without being obligated to offer any particular company's investments. Our goal is to help clients achieve financial success by developing personalized financial plans that address their unique circumstances and goals. We focus on simplifying financial matters, implementing effective practices, and managing risk to increase wealth. Our emphasis is on diversification, balanced investing, and sustainable returns over time. We believe that building a portfolio is a lifelong process that starts with good planning and savings practices. Studies have shown that working with a financial advisor leads to higher levels of success. Our Financial Professionals are registered to conduct securities and insurance business in certain states. Securities and Advisory Services are offered through Cadaret, Grant & Co., Inc., a Registered Investment Advisor and Member FINRA/SIPC. SC Parker and Cadaret, Grant & Co., Inc. are separate entities. This website is intended for U.S. residents only and does not constitute an offer to sell brokerage services to persons outside of the United States. We are currently registered to sell Securities in multiple states. Check the background of our financial professionals on FINRA's Broker Check.
Anderson Shortell, Inc.
Anderson Shortell, Inc. is a general contractor and plumber located at 2105 Hastings Road in Olean, New York, United States. Specializing in plumbing, heating, air conditioning, and refrigeration services, Anderson Shortell is your one-stop shop for all your HVAC needs. With a large inventory of parts available on our showroom floor, we are able to quickly and efficiently address any issues that may arise with your heating or cooling systems. Our team of trained and certified technicians is equipped to handle inspections and repairs for heaters that may be damaged or in need of maintenance. We understand the urgency of resolving heating problems, which is why we strive to provide prompt and reliable service to our customers. Anderson Shortell, Inc. is licensed, insured, and bonded, making us a trusted choice for all your mechanical and plumbing needs. Contact us today for quality service you can rely on.
Lincoln Financial Securities
Lincoln Financial Securities is a finance institution located at 2646 New York 417 in Olean, New York, United States. Specializing in a wide range of financial services, Lincoln Financial Securities offers personalized investment strategies, retirement planning, wealth management, and insurance solutions to help clients achieve their financial goals. With a team of experienced professionals, Lincoln Financial Securities is committed to providing top-notch customer service and expert financial advice to individuals and businesses alike. Visit their office in Olean today to learn more about how they can help you secure your financial future.
Merrill Lynch Financial Advisor Francis Collins
Merrill Lynch Financial Advisor Francis Collins, located at 75 Rockefeller Plaza in New York, United States, is a trusted institution in the finance industry. With a commitment to building strong relationships with clients, Francis focuses on a personalized, goals-oriented approach to help individuals and families make important financial decisions. Specializing in assisting corporate executives with complex financial challenges, such as concentrated stock positions and estate planning, Francis aims to meet the specific needs of each client by developing customized strategies to help them achieve their financial goals. As an alumni of Rutgers University and Pace University, Francis brings a wealth of knowledge and experience to his role. With a focus on understanding each client's unique priorities and goals, he works to design and implement personalized financial plans to manage investment risk and pursue long-term financial success. By offering access to the investment insights of Merrill and banking solutions from Bank of America, Francis collaborates with clients to address their financial needs and help them reach their goals.
Merrill Lynch Financial Advisor Connor Heine
Merrill Lynch Financial Advisor Connor Heine is located at 225 Liberty Street, New York, New York, United States. With over 15,000 Merrill Lynch Financial Advisors nationwide, including in all 50 states and US territories, we are dedicated to helping clients achieve their financial goals. Our team of advisors offers a range of financial services, including investment advisory, financial planning, and brokerage services. Please note that investing involves risk and it is important to consult with legal and tax advisors before making any financial decisions. Our affiliated companies provide insurance, annuity products, and trust services to help clients manage their wealth effectively. We strive to provide personalized advice and solutions tailored to each client's unique financial situation. Contact us today to start your journey towards financial success.
Merrill Lynch Wealth Management Advisor Azaad Mohamed
Merrill Lynch Wealth Management Advisor Azaad Mohamed is a finance institution located at 36-35 Bell Boulevard, New York, United States. With over 15,000 Merrill Lynch Financial Advisors across all 50 states, the District of Columbia, and several US territories, clients are guided towards achieving their desired lifestyles. Specializing in asset allocation, diversification, and rebalancing, Merrill Lynch helps clients navigate the complexities of investing. It is important to note that investing involves risks, and consultation with legal and tax advisors is recommended before making financial decisions. Services offered include brokerage, investment advisory, and financial planning. Merrill Lynch, Pierce, Fenner & Smith Incorporated, a registered broker-dealer and investment adviser, is a wholly owned subsidiary of Bank of America Corporation. Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., while trust and fiduciary services are provided by Bank of America Private Bank. Banking products are offered by Bank of America, N.A. and affiliated banks. Merrill Lynch is committed to providing clients with information about products and services that may be beneficial to them. It is important to note that leaving the Bank of America website may redirect you to FINRA's BrokerCheck. Please refer to the institution's terms and privacy policies for more information.
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