The 30 Best Insurance planner in New York
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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.
Albany, NY Financial Planner - Nicotera Wealth Management, Leo R. Nicotera
Nicotera Wealth Management, led by financial planner Leo R. Nicotera, is a trusted institution in Albany, NY. Located at 313 Ushers Road, Ballston Lake, New York, this finance and insurance agency offers expert financial planning services to help clients achieve their financial goals. With a focus on personalized strategies and tailored solutions, Nicotera Wealth Management is committed to providing top-notch financial advice and guidance. Whether you are planning for retirement, investing for the future, or looking to protect your assets, Nicotera Wealth Management is dedicated to helping you secure your financial future.
Mary May | Cruise Planners of Binghamton NY | Travel Agency
Mary May | Cruise Planners of Binghamton NY is a premier travel agency located in Endwell, New York. With a passion for creating unforgettable travel experiences, our team of expert advisors is dedicated to helping you plan the perfect getaway. Whether you're dreaming of a relaxing cruise, an adventurous tour, or a luxurious resort stay, we have the knowledge and resources to make it a reality. Contact us today to start planning your next unforgettable vacation!
Mike Cordero - State Farm Insurance Agent
Mike Cordero - State Farm Insurance Agent is located at 55 Brookside Avenue in Chester, New York, United States. Specializing in health and insurance services, the agency is conveniently situated across from LP Transportation on Route 17M/Brookside Avenue. Whether you're in need of coverage for Auto, Home, Life, or Small Business insurance needs, Mike Cordero and his team are here to help protect what matters most to you. As a proud member of the community, Mike Cordero is dedicated to providing personalized service to his clients. With a focus on building relationships and understanding the unique needs of each individual, the agency offers free life quotes and personalized price plans. State Farm online quoting is not available at this time, so be sure to reach out to the office for a customized quote.
Jeff Spillane - State Farm Insurance Agent
Jeff Spillane - State Farm Insurance Agent is a trusted insurance agency located at 982 Main Street in Fishkill, New York. Specializing in health insurance, they provide personalized coverage options to meet the needs of individuals and families. With a commitment to exceptional customer service and a wide range of insurance products, Jeff Spillane and his team are dedicated to helping clients protect their health and financial well-being. Whether you are looking for health insurance for yourself or your family, Jeff Spillane - State Farm Insurance Agent is here to help you find the right coverage at a competitive price.
Jari Santiago - State Farm Insurance Agent
Jari Santiago - State Farm Insurance Agent is an insurance agency located at 4869 Broadway, New York, New York, United States. Our office opened in 2014 to serve clients in NYC with their insurance and financial services needs. We offer services such as Auto Insurance, Commercial Auto Insurance, Home Insurance, Renters Insurance, Life Insurance, and more. Our team is dedicated to providing excellent customer service and helping clients achieve their financial goals. Our agent, Jari Santiago, is an experienced professional who is passionate about helping others. He is known for his kindness, responsibility, and hard work ethic. Jari believes in positive vibes and strives to provide customers with as much knowledge as possible while delivering exceptional customer service. Whether you need insurance advice or assistance with financial planning, Jari is here to help.
Farmers Insurance - Ashmeed Sultan
Farmers Insurance - Ashmeed Sultan is a reputable insurance agency located at 13112 Liberty Avenue in New York, United States. Specializing in providing a wide range of insurance products and services, they are dedicated to helping individuals and businesses protect their assets and plan for the future. With a focus on personalized service and tailored solutions, Farmers Insurance - Ashmeed Sultan is committed to ensuring their clients have the coverage they need to safeguard against unexpected events. Contact them today to learn more about their offerings and how they can help you with your insurance needs.
Alex Rosolovsky at Comparion Insurance Agency
Alex Rosolovsky at Comparion Insurance Agency is a reputable insurance agency located at 28 Liberty Street in the heart of New York City. With a commitment to providing top-notch insurance solutions tailored to meet the individual needs of each client, Alex Rosolovsky and his team at Comparion Insurance Agency offer a wide range of insurance products including home, auto, health, life, and business insurance. With years of experience in the industry, they strive to provide exceptional customer service and guide their clients through the process of selecting the right insurance coverage to protect what matters most to them. Visit Alex Rosolovsky at Comparion Insurance Agency for all your insurance needs in New York City.
Kristen S. Han, CPA, CFP | Millennial Estates Financial Group, LLC | Certified Financial Planner
Kristen S. Han, CPA, CFP at Millennial Estates Financial Group, LLC is a comprehensive financial institution located in New York City. Specializing in accounting, finance, health, and insurance services, Kristen provides individuals and small businesses with expert financial and tax planning, wealth management, and insurance programs. With a background in finance and years of experience in the accounting sector, Kristen is dedicated to helping clients establish a solid financial foundation and create wealth for their future. Whether you are looking to manage your brokerage accounts, retirement accounts, annuities, or educational accounts, Kristen has you covered with her managed services.
3P Insurance Services
3P Insurance Services is a reputable insurance agency located at 120 Bennett Avenue in the bustling city of New York, New York. We specialize in providing personalized insurance solutions to meet the unique needs of our clients. Our team of experienced professionals is dedicated to helping individuals and businesses find the right coverage at the best possible rates. Whether you are looking for auto, home, life, or business insurance, 3P Insurance Services has got you covered. Contact us today to learn more about our services and how we can help protect what matters most to you.
Lehman Insurance Agency Inc
Lehman Insurance Agency Inc is a reputable insurance agency located at 280 South Broadway in Yonkers, New York, United States. With a dedicated team of professionals, they provide a wide range of insurance products and services to meet the needs of their clients. Whether you're looking for auto, home, life, or business insurance, Lehman Insurance Agency Inc is committed to helping you find the right coverage at the best possible price. Trustworthy and reliable, they strive to provide excellent customer service and personalized solutions to protect what matters most to you.
John Hancock Life Insurance Co
John Hancock Life Insurance Co is a reputable insurance agency located at 2275 Coleman Street in New York, United States. With a strong focus on providing quality life insurance products and services, John Hancock is committed to helping individuals and families protect their financial future. With a track record of reliability and excellent customer service, John Hancock Life Insurance Co is a trusted choice for those seeking peace of mind and security for their loved ones.
Curtis Pope, CFP | Certified Financial Planner | Financial Advisor
Curtis Pope, CFP is a renowned Certified Financial Planner and Financial Advisor located in the heart of New York City. With a prime location at 450 Lexington Avenue, Curtis Pope offers expert financial planning services to individuals and businesses looking to secure their financial future. With years of experience and a commitment to personalized service, Curtis Pope is dedicated to helping clients achieve their financial goals and make informed decisions. Trust Curtis Pope, CFP to provide expert financial advice and guidance for a secure financial future.
New York City Financial Advisor-Financial Planners
New York City Financial Advisor-Financial Planners is a leading finance and insurance agency located at 60 East 42nd Street in the heart of New York City. Our team of expert advisors and planners are dedicated to helping individuals and businesses achieve their financial goals through personalized strategies tailored to their unique needs. Whether you are looking to plan for retirement, invest in the stock market, or protect your assets with insurance, our experienced professionals are here to guide you every step of the way. Trust New York City Financial Advisor-Financial Planners to provide you with the expertise and resources needed to secure your financial future.
LPL Financial, Peter Sclavo CERTIFIED FINANCIAL PLANNER , CHARTERED LIFE UNDERWRITER , ENROLLED AGENT.
LPL Financial, headed by Peter Sclavo, a CERTIFIED FINANCIAL PLANNER, CHARTERED LIFE UNDERWRITER, and ENROLLED AGENT, is a prestigious finance institution located at 1937 Williamsbridge Road in New York, United States. With a team of highly qualified professionals, LPL Financial offers a wide range of financial services and expertise to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, tax services, or insurance solutions, LPL Financial is dedicated to providing personalized and comprehensive financial strategies to meet your needs.
My Financial Planner, LLC
My Financial Planner, LLC is a premier finance institution located at 594 Dean Street in New York, United States. Our team of expert financial advisors is dedicated to providing personalized financial planning services to help our clients achieve their financial goals. Whether you are looking to invest for the future, plan for retirement, or manage your wealth, our experienced professionals are here to guide you every step of the way. Trust My Financial Planner, LLC to help you secure your financial future.
Canale Insurance & Accounting
Canale Insurance & Accounting is a trusted institution located at 234 East Albany Street in Oswego, New York. We specialize in providing a wide range of services including accounting, finance, and insurance agency. Our experienced team is dedicated to helping individuals and businesses with their financial needs, ensuring they are well-protected and financially secure. Whether you need assistance with tax preparation, financial planning, or insurance coverage, Canale Insurance & Accounting is here to help. Visit us today to learn more about how we can assist you in achieving your financial goals.
National Life Insurance Co
National Life Insurance Co is a reputable insurance agency located at 15 Prince Street in Rochester, New York, United States. With a focus on providing comprehensive life insurance policies to individuals and families, National Life Insurance Co is dedicated to helping clients protect their loved ones and secure their financial future. Their team of knowledgeable agents is committed to offering personalized service and guidance to ensure that each client gets the coverage that best fits their needs. Trust National Life Insurance Co to provide reliable and trustworthy insurance solutions for peace of mind.
Coughlin Insurance Services
Coughlin Insurance Services is an insurance agency located at 178 Myrtle Boulevard in Larchmont, New York, United States. Specializing in providing risk management solutions for businesses, particularly in the food industry and construction sector, Coughlin Insurance has been dedicated to making a difference in their customers' lives since 1947. With a focus on honesty, integrity, and exceptional customer service, Coughlin Insurance aims to earn the trust of their clients by providing the right coverage at a fair price. Testimonials from satisfied customers highlight the agency's industry expertise, personalized service, and commitment to finding ways to protect their clients' lives. Contact Coughlin Insurance Services at (800) 542-0661 for all your insurance needs.
eWed Insurance
eWed Insurance is a comprehensive insurance agency located at 246 5th Avenue in New York, United States. Specializing in Wedding & Event Coverage, eWed Insurance offers peace of mind and protection for your special day. Whether you need coverage for your wedding, rehearsal dinner, ceremony, reception, after party, or farewell brunch, eWed Insurance has you covered for three full days at one low price. With a focus on alleviating event planning stress, eWed Insurance provides Wedding Insurance, Special Event Insurance, Liability Insurance, Wedding Cancellation & Postponement Insurance, and Vendor Liability Insurance. Their policies are designed to meet venue requirements and ensure that you are protected in case of unexpected circumstances such as vendor cancellations, severe weather, or injury/illness in the family.
Travel Insurance Services
Travel Insurance Services is a reputable institution located at 250 Broadway in New York, New York, United States. As a combined insurance agency and travel agency, we specialize in providing comprehensive travel insurance coverage to ensure peace of mind for our clients while they explore the world. Our dedicated team of professionals is committed to offering personalized service and tailored insurance solutions to meet the unique needs of each traveler. Whether you are planning a weekend getaway or a long-term international adventure, Travel Insurance Services is here to protect you every step of the way.
Ovation Risk Planners Inc - Insurance Brokers
Ovation Risk Planners Inc - Insurance Brokers is an independent insurance agency located at 734 Walt Whitman Road in Melville, New York. Our dedicated team of experts is committed to providing the best insurance solutions for our clients in the Melville area and throughout the state of New York. We offer a variety of personal insurance coverages, including auto insurance, individual annuities, and homeowners insurance. In addition, we provide commercial insurance coverages such as bonds, business owners policy (BOP), church insurance, commercial auto, and commercial property. Contact us today to save money on your insurance and let us help you cut your insurance costs in New York.
World Insurance Associates (formerly Gerard P. Smith Agency)
World Insurance Associates (formerly Gerard P. Smith Agency) is a renowned insurance agency located at 4 East Main Street in Webster, New York, United States. Established in 1966 by Gerard P. (Jerry) Smith, the agency has grown to become one of the largest independent insurance agencies in the region. Now a part of World Insurance, the agency continues to uphold its commitment to providing the highest level of service to its clients. Specializing in personal and commercial insurance services, World Insurance Associates offers a range of products to protect businesses and individuals from various risks. Whether you are looking to safeguard your investment property or need guidance on trust or LLC options, the agency's experienced professionals are dedicated to finding the best solutions for your insurance needs.
Professional Risk Planners, Inc.
Professional Risk Planners, Inc. is a reputable insurance agency located at 670 Old Willets Path in Hauppauge, New York, United States. With a team of experienced professionals, they specialize in providing comprehensive risk management solutions to individuals and businesses. Whether you are looking for personal insurance coverage or commercial insurance policies, Professional Risk Planners, Inc. offers a wide range of options tailored to meet your specific needs. Trust in their expertise to protect what matters most to you.
BritePath aka Group Planners Inc.
BritePath, also known as Group Planners Inc., is a leading insurance agency located at 125 Froehlich Farm Boulevard in Woodbury, New York, United States. With a team of experienced professionals, BritePath offers a wide range of insurance products and services to meet the needs of individuals and businesses alike. From health and life insurance to property and casualty coverage, BritePath is dedicated to helping clients find the right insurance solutions to protect their assets and loved ones. Contact BritePath today to learn more about how they can help you secure your future.
Daniel G. Alcorn - Licensed Health Insurance Agent
Daniel G. Alcorn is a licensed health insurance agent located at 1179 Hedgewood Lane in New York, United States. As an insurance agency, Daniel G. Alcorn specializes in providing individuals and families with comprehensive health insurance coverage options. With years of experience in the industry, Daniel G. Alcorn is dedicated to helping clients find the right health insurance plan that meets their needs and budget. Whether you are looking for individual, family, or group health insurance, Daniel G. Alcorn is committed to providing personalized service and guidance throughout the insurance selection process. Contact Daniel G. Alcorn today to learn more about your health insurance options.
Kevin Wenke CFP | Financial Planner | Investment Advisor
Kevin Wenke CFP is a financial planner and investment advisor located at 237 Delaware Avenue in Olean, New York. If you find yourself wishing for more financial flexibility or are unsure about your current financial situation, Kevin Wenke can help guide you towards success. With over 20 years of experience, Kevin offers powerful investment strategies that prioritize your financial goals and provide consistent returns. By leveraging innovative financial strategies, Kevin aims to help you achieve financial freedom and build wealth in a way that traditional investing may not offer. Through his Financial Freedom Process™, Kevin integrates all aspects of your financial life to create a coordinated and efficient plan. Trust Kevin Wenke to provide you with the guidance and expertise needed to navigate the complex world of finance and investments.
New York Life Insurance Company: Alexander vonStrandtmann
New York Life Insurance Company: Alexander vonStrandtmann is a reputable insurance agency located at 1660 Walt Whitman Road in Melville, New York, United States. With a strong focus on providing personalized insurance solutions to meet the unique needs of each client, the agency offers a wide range of insurance products and services. Led by experienced professionals, New York Life Insurance Company: Alexander vonStrandtmann is dedicated to helping individuals and families protect their financial future and achieve peace of mind through comprehensive insurance coverage.
First Sunamerica Life Insurance Co
First Sunamerica Life Insurance Co is a leading insurance agency located at 200 Liberty Street in New York, New York. As a trusted provider of life insurance, they offer a range of policies to meet the needs of individuals and families. With a commitment to providing quality coverage and excellent customer service, First Sunamerica Life Insurance Co is dedicated to helping clients protect their loved ones and secure their financial future. Contact them today to learn more about their insurance options and how they can help you find the right policy for your needs.
New York Life Insurance
New York Life Insurance is a reputable insurance agency located at 6405 7th Avenue in New York, United States. With a long-standing history of providing reliable insurance products and financial services, New York Life Insurance is dedicated to helping individuals and families protect their assets and plan for the future. Their team of experienced professionals offers personalized guidance and tailored solutions to meet the unique needs of each client. Whether you are looking for life insurance, retirement planning, or investment options, New York Life Insurance is committed to helping you achieve your financial goals.
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