Insurance professionals in New York, New York
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The Terzolo Financial Group, Inc.
● ClosedThe Terzolo Financial Group, Inc. is a renowned institution offering a wide range of financial services including accounting, finance, and insurance. Located at 240 Township Boulevard in Camillus, New York, United States, the institution is dedicated to providing expert financial advice and solutions to individuals and businesses. With a team of experienced professionals, The Terzolo Financial Group, Inc. is committed to helping clients achieve their financial goals and secure their financial future. Whether you need assistance with tax planning, investment management, or insurance coverage, you can trust The Terzolo Financial Group, Inc. to provide personalized and reliable services. Contact them today to learn more about how they can help you achieve financial success.
240 Township Blvd Suite 70, Camillus, NY 13031, United States -
Krueger Advisors, LLC
● ClosedKrueger Advisors, LLC is a finance institution located at 2611 Brewerton Road in Syracuse, New York, United States. Led by Terri E. Krueger, ChFC (Chartered Financial Consultant), our team is dedicated to helping you understand the financial concepts related to insurance, investing, retirement, estate planning, and wealth preservation. We believe in the value of working with skilled professionals to achieve your financial goals. On our website, you can find informative videos and resources to educate yourself on financial planning. We offer access to market performance and data, as well as investment advice through LPL Financial, a Registered Investment Adviser, and Private Advisor Group, a registered investment advisor. Please note that Krueger Advisors LLC and Private Advisor Group are separate entities from LPL Financial.
2611 Brewerton Rd, Syracuse, NY 13211, United States -
Legacy Financial Group & Associates
● ClosedLegacy Financial Group & Associates is a leading financial institution located at 7900 Davis Road North in Clay, New York, United States. As a finance company, we offer a wide range of services such as investment planning, retirement planning, insurance solutions, and wealth management. Our team of experienced professionals is dedicated to providing personalized financial strategies to help our clients achieve their financial goals. With a commitment to excellence and integrity, Legacy Financial Group & Associates is your trusted partner in securing your financial future.
7900 Davis Rd N Suite 2, Clay, NY 13041, United States -
MCC Financial Services Inc
● OpenMCC Financial Services Inc is a leading finance institution located at 100 Metropolitan Park Drive in Salina, New York, United States. With a strong reputation for providing top-notch financial services, MCC Financial Services Inc offers a wide range of solutions to meet the needs of individuals and businesses alike. From investment planning to wealth management, their team of experts is dedicated to helping clients achieve their financial goals. Visit MCC Financial Services Inc today and experience the difference that personalized, professional financial services can make.
100 Metropolitan Park Dr, Liverpool, NY 13088, United States -
Sterling Financial Group, LLC
● ClosedSterling Financial Group, LLC is a reputable finance and insurance agency located at 913 Old Liverpool Road in Salina, New York, United States. With a strong commitment to providing top-notch financial services, Sterling Financial Group, LLC offers a wide range of insurance products and financial solutions to meet the diverse needs of their clients. Their team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals and secure their future. Whether you are looking for insurance coverage or financial planning assistance, Sterling Financial Group, LLC is your trusted partner in building a secure financial foundation.
913 Old Liverpool Rd suite e, Liverpool, NY 13088, United States -
Meridian Wealth Management
● ClosedMeridian Wealth Management is a full-service financial firm located at 5015 Campuswood Drive in East Syracuse, New York. Our team is dedicated to helping individuals and business owners pursue their financial goals by offering a wide range of financial products and services. We believe in providing sound investment advice to help you identify and reach your financial goals. Our Senior Partners, Mark A. Saya and William G Decker, have over 22 and 26 years of experience in the Wealth Management field, respectively, and are committed to delivering professional wealth management through sound advice. Additionally, our team includes experienced Financial Advisors like Lloyd and Larry who have helped hundreds of clients in pursuing their long-term financial goals. Whether it's asset management, financial planning, insurance, or retirement planning, our team is here to assist you every step of the way. We believe in building strong relationships with our clients and working towards a disciplined long-term approach to financial planning.
5015 Campuswood Dr Suite 103, East Syracuse, NY 13057, United States -
HighPoint Advisors
● ClosedHighPoint Advisors is a finance and insurance agency located at 5900 North Burdick Street in East Syracuse, New York. Our team of experienced Financial Advisors & Planners, and Investment Management professionals are dedicated to building long-term relationships with our clients. We offer personalized financial services to individual, family, and business clients, providing ongoing support and guidance for all their financial decisions. Our advisors have extensive experience and impressive credentials, ensuring that our clients receive top-notch service tailored to their specific needs. From investment decisions to retirement planning, we are committed to helping our clients navigate all phases of life. With a comprehensive range of services, HighPoint Advisors is one of the most complete financial services firms in Syracuse and the surrounding areas. Contact us today to learn more about how we can help you achieve your financial goals.
5900 N Burdick St Ste 100, East Syracuse, NY 13057, United States -
Connell Financial Group LLC
● ClosedConnell Financial Group LLC is a finance institution located at 5105 Genesee Street in Camillus, New York, United States. With a commitment to providing personalized financial solutions, the institution offers a range of services including investment management, retirement planning, and wealth management. Their team of experienced professionals work closely with clients to create customized strategies to help them achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Connell Financial Group LLC is dedicated to providing expert guidance and exceptional service.
5105 Genesee St, Camillus, NY 13031, United States -
Madison Planning Group
● ClosedMadison Planning Group is a leading accounting, finance, and insurance agency located at 7030 East Genesee Street in Fayetteville, New York. With a team of experienced professionals, we provide a wide range of financial services to individuals and businesses in the United States. Our goal is to help our clients achieve their financial goals and secure their future through personalized planning and expert advice. Contact us today to learn more about how we can help you with your financial needs.
7030 E Genesee St #104, Fayetteville, NY 13066, United States -
Murphy Financial Group
● ClosedMurphy Financial Group, located at 503 Clinton Street in Fayetteville, New York, is a finance institution dedicated to helping families and businesses manage and protect their wealth. With three generations of experience, the Murphy Financial Group works with professionals in various industries to prepare for their current and future financial needs. They believe in building long-term relationships with clients and their families, providing comprehensive financial planning services that align with their core values and risk tolerance. Led by financial advisors Michael P. Murphy and Andrew M. Murphy, the team at Murphy Financial Group is committed to serving the needs of their clients with unmatched stability, innovation, and strength in the industry. They are licensed to sell insurance through New York Life Insurance Company and offer securities products and services through NYLIFE Securities LLC. Additionally, Michael P. Murphy is registered as an investment adviser representative with Eagle Strategies LLC, providing investment advisory and financial planning services.
503 Clinton St, Fayetteville, NY 13066, United States -
Derrenbacker Shields Financial Group - Northwestern Mutual
● ClosedDerrenbacker Shields Financial Group - Northwestern Mutual is a reputable finance and insurance agency located at 34 Aspen Park Boulevard in East Syracuse, New York, United States. With a strong focus on providing comprehensive financial planning and insurance solutions, the institution is dedicated to helping individuals and families achieve their financial goals and secure their future. Their team of experienced professionals offers personalized services tailored to each client's unique needs, ensuring peace of mind and financial security. Whether you are looking to invest, plan for retirement, or protect your assets, Derrenbacker Shields Financial Group - Northwestern Mutual is committed to guiding you every step of the way.
34 Aspen Park Blvd E, East Syracuse, NY 13057, United States -
Advanced Group Financial Services
● ClosedAdvanced Group Financial Services is a leading finance institution located at 2508 Genesee Street in Utica, New York. We specialize in providing a wide range of financial services to our clients, including investment management, wealth planning, retirement planning, and risk management. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial futures. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, we are here to help. Contact us today to learn more about how Advanced Group Financial Services can help you achieve financial success.
2508 Genesee St, Utica, NY 13502, United States -
Miller Financial Services
● ClosedMiller Financial Services, located at 744 Curtis Court in Lewiston, New York, is a full-service finance and legal institution specializing in retirement planning and estate conservation strategies. Our team of professionals is dedicated to helping you navigate changing financial conditions and create a secure future for yourself and your loved ones. As an investment adviser representative and registered representative of Voya Financial Advisors, Inc., we adhere to federal and state insurance and securities regulations to ensure that we provide the best possible service to our clients. We are licensed to sell insurance products in Florida, New York, and Virginia, and registered to sell securities in Florida, Maryland, New York, Rhode Island, and Virginia.
744 Curtis Ct, Lewiston, NY 14092, United States -
Torch Financial Services
● ClosedTorch Financial Services is a trusted finance and insurance agency located at 3200 Niagara Falls Boulevard in North Tonawanda, New York, United States. Our team of experienced professionals is dedicated to providing personalized financial solutions to help individuals and businesses achieve their goals. Whether you need assistance with investments, retirement planning, insurance coverage, or any other financial services, Torch Financial Services is here to help. Contact us today to schedule a consultation and see how we can help you secure your financial future.
3200 Niagara Falls Blvd, North Tonawanda, NY 14120, United States -
Principal Financial Group
● OpenPrincipal Financial Group is a renowned financial institution located at 7 East Main Street in Fredonia, New York, United States. Specializing in finance, they offer a wide range of services including retirement planning, investment management, insurance, and more. With a commitment to helping individuals and businesses achieve their financial goals, Principal Financial Group is a trusted partner in wealth management. Their team of experienced professionals provides expert guidance and personalized solutions to meet each client's unique needs. Whether you are planning for the future or looking to protect your assets, Principal Financial Group is dedicated to helping you secure a stable financial future.
7 E Main St, Fredonia, NY 14063, United States -
Di Giacomo Financial
● ClosedDi Giacomo Financial is a reputable finance and insurance agency located at 4043 Maple Road in Amherst, New York, United States. With a team of experienced professionals, we offer a wide range of financial services to help individuals and businesses achieve their goals. From investment planning to retirement savings, we are dedicated to providing personalized solutions to meet our clients' needs. Contact us today to learn more about how we can help you secure your financial future.
4043 Maple Rd #209, Amherst, NY 14226, United States -
Thomas Youngman - Alliance Advisory Group
● ClosedThomas Youngman - Alliance Advisory Group is a renowned finance and insurance agency located at 600 Delaware Avenue in Buffalo, New York. With a team of experienced professionals, they provide expert financial advice and insurance solutions to help individuals and businesses achieve their financial goals. Whether you are looking for retirement planning, investment strategies, or insurance coverage, Thomas Youngman - Alliance Advisory Group is dedicated to providing personalized and comprehensive services to meet your specific needs. Visit their office today to start planning for a secure financial future.
600 Delaware Ave, Buffalo, NY 14202, United States -
Southtowns Financial Group
● ClosedSouthtowns Financial Group is a leading finance and insurance agency located at 3438 Orchard Park Road in Orchard Park, New York. Our experienced team of professionals is dedicated to providing personalized financial solutions to help our clients achieve their goals. Whether you are looking for investment advice, insurance coverage, or retirement planning, we have the expertise to guide you every step of the way. Visit us today to see how we can help secure your financial future.
3438 Orchard Park Rd, Orchard Park, NY 14127, United States -
We Are FSC
● Open"We Are FSC" is a finance institution located at 3870 North Buffalo Street in Orchard Park, New York, United States. We offer 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 solutions and expert advice to help our clients make informed decisions about their finances. Whether you need assistance with investments, retirement planning, or insurance, we are here to help. Visit us today to learn more about how we can assist you with all of your financial needs.
3870 N Buffalo St, Orchard Park, NY 14127, United States -
The Legend Group
● ClosedThe Legend Group is a leading finance and insurance agency located at 61 John Muir Drive in Buffalo, New York, United States. With a reputation for excellence and a commitment to providing top-notch financial services, The Legend Group offers a wide range of insurance products and investment options to meet the needs of individuals and businesses alike. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their futures. Visit The Legend Group today to learn more about their services and how they can help you plan for a secure financial future.
61 John Muir Dr suite 100, Buffalo, NY 14228, United States -
Foresight Financial Planners, Inc
● ClosedForesight Financial Planners, Inc is a trusted finance and insurance agency located at 950A Union Road in West Seneca, New York, United States. Our team of dedicated professionals is committed to providing expert financial planning services to help individuals and businesses secure their financial future. Whether you are looking to invest, save for retirement, or protect your assets with insurance, Foresight Financial Planners, Inc is here to guide you every step of the way. Trust us to provide personalized solutions tailored to your specific needs and goals. Visit us today to start planning for a secure and prosperous future.
950A Union Rd #206, West Seneca, NY 14224, United States -
Florian Financial Group LLC
● OpenFlorian Financial Group LLC is a finance institution located at 1825 Maple Road in Buffalo, New York, United States. With a strong focus on providing personalized financial services to individuals and businesses, Florian Financial Group LLC offers a wide range of financial solutions including investment management, retirement planning, and wealth preservation strategies. Our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Contact us today to learn more about how Florian Financial Group LLC can help you navigate the complexities of the financial world.
1825 Maple Rd # 240, Buffalo, NY 14221, United States -
Mollot & Hardy, Inc
● ClosedMollot & Hardy, Inc. is a reputable finance and insurance agency located at 646 North French Road in Buffalo, New York, United States. With a team of experienced professionals, they offer a wide range of financial services and insurance products to meet the needs of individuals and businesses alike. Whether you are looking for investment advice, retirement planning, or insurance coverage, Mollot & Hardy, Inc. is dedicated to providing personalized solutions to help you achieve your financial goals. Contact them today to learn more about their services and how they can assist you in securing your financial future.
646 N French Rd #9, Buffalo, NY 14228, United States -
Powherhouse Money Coaching
● ClosedPowherhouse Money Coaching is a finance and insurance agency located at 1323 North Forest Road in Buffalo, New York. Our team of badass coaches and bestselling authors are the founders of the #MoneyBitch Movement. We are here to help you overcome limiting beliefs, understand your money to grow your wealth, and create a life you love. Our mission is to help you let go of what's holding you back and empower you to reach your goals. As experienced Money & Business Coaches, we provide support, tough love, and professional expertise to help you shift your money mindset and take control of your financial future. Whether you're a business owner looking to scale up or an individual seeking personal growth, we can help you step into your power and build a future you're proud of.
1323 N Forest Rd, Buffalo, NY 14221, United States -
Merrill Lynch Wealth Management
● ClosedMerrill 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.
50 Fountain Plz 11th Floor, Suite 1100, Buffalo, NY 14202, United States -
Northwestern Mutual
● OpenNorthwestern Mutual is a reputable finance and insurance agency located at 100 Corporate Parkway in Amherst, New York. With a strong presence in the United States, Northwestern Mutual offers a wide range of financial services and insurance products to help individuals and businesses achieve their financial goals and protect their assets. Known for their commitment to financial security and personalized planning, Northwestern Mutual is a trusted institution that has been serving clients for many years. Whether you are looking for retirement planning, investment strategies, or insurance coverage, Northwestern Mutual has the expertise and resources to help you make informed decisions and secure your financial future.
100 Corporate Pkwy #426, Amherst, NY 14226, United States -
Brian Makey - Thrivent
● ClosedBrian Makey - Thrivent is a finance institution located at 4476 Main Street, Amherst, New York, United States. Our team of financial professionals is available for appointments Monday through Thursday from 9 a.m. to 4 p.m., with evening appointments also available. We offer licensing through your State Insurance Department's website, which can be found through the National Association of Insurance Commissioners website. Please note that Thrivent and our financial professionals do not provide legal, accounting, or tax advice. It is recommended that you consult with your attorney or tax professional for such matters. Our team members may not provide all products, programs, and services in all states.
4476 Main St, Amherst, NY 14226, United States -
Tyrpak Wealth Strategies
● ClosedTyrpak Wealth Strategies is a reputable finance and insurance agency located at 6622 Main Street in Williamsville, New York, United States. With a team of experienced professionals, we offer comprehensive wealth management services to help clients achieve their financial goals. From retirement planning to investment strategies, we provide personalized solutions to meet the unique needs of each individual or business. Trust Tyrpak Wealth Strategies to guide you towards a secure financial future.
6622 Main St Suite 6, Williamsville, NY 14221, United States -
Vision Financial Group
● ClosedVision Financial Group, located at 6500 Sheridan Drive in Buffalo, New York, is a finance institution dedicated to helping individuals achieve their financial goals. With over 250 experienced financial professionals spread across Western, Central, and Upstate New York, there is a representative ready to assist you in your community. Our team is committed to understanding your vision for the future so that we can create a personalized financial plan that supports your dreams and aspirations. We understand that navigating finances can be complex, which is why we strive to provide a balance between risk and opportunity tailored to your unique situation.
6500 Sheridan Dr #300, Buffalo, NY 14221, United States -
Bailey Financial Group
● ClosedBailey Financial Group is a leading finance institution located at 6779 Main Street in Williamsville, New York, United States. Specializing in providing expert financial services to individuals and businesses, Bailey Financial Group offers a wide range of solutions to help clients achieve their financial goals. With a team of experienced professionals, personalized service, and a commitment to excellence, Bailey Financial Group is dedicated to helping clients navigate the complexities of the financial world with confidence and peace of mind.
6779 Main St, Williamsville, NY 14221, United States
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