TOP 30 Investment accounts in New York, New York
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First New York
First New York is a leading financial institution located at 90 Park Avenue in the heart of New York City. As a trusted name in the finance industry, First New York offers a wide range of services including banking, investments, and wealth management. With a team of experienced professionals and a commitment to excellence, First New York is dedicated to helping clients achieve their financial goals. Whether you are looking to open a savings account, invest in the stock market, or plan for retirement, First New York is here to provide personalized solutions tailored to your needs. Visit us today and experience the difference that First New York can make in your financial future.
Fidelity Investments
Fidelity Investments is a leading finance institution located at 480 Bedford Road in Chappaqua, New York, United States. With a strong reputation for providing investment solutions and financial services, Fidelity Investments offers a wide range of products to help individuals and businesses achieve their financial goals. Whether you are looking to invest for retirement, save for college, or grow your wealth, Fidelity Investments has the expertise and resources to assist you every step of the way. With a commitment to excellence and customer satisfaction, Fidelity Investments is a trusted partner in the world of finance.
Hara Yoshida Accounting
Hara Yoshida Accounting, located at 50 Main Street in White Plains, New York, offers retirement and financial solutions specifically tailored for Japanese Americans. Specializing in cross-border tax solutions for Japanese nationals, the institution provides services for expatriates, dual-citizens, or Japanese nationals living and working in the United States. Yoshida Wealth Management takes a personalized approach to uncovering clients' unique values and priorities in order to develop a harmonious framework between financial plans and life goals. As independent fiduciaries, they aim to be true financial partners, listening to clients, clarifying goals, and developing long-term financial plans and investment strategies for sustained success.
fund accountant
A fund accountant is a financial professional who is responsible for managing and reporting on the financial activities of investment funds. Located at 315 Madison Avenue in New York City, this institution specializes in accounting and finance services for various investment funds. Fund accountants handle tasks such as reconciling accounts, preparing financial statements, and ensuring compliance with regulations. With their expertise in financial analysis and reporting, fund accountants play a crucial role in helping investment funds make sound financial decisions.
Lincoln Investment Planning
Lincoln Investment Planning, located at 1 Mansion Street in Coxsackie, New York, is a leading finance institution that empowers advisors to offer quality investment, insurance, and retirement products to help clients achieve their long-term financial goals. With a long-standing partnership with BNY Mellon’s Pershing and access to Pershing X’s Wove wealth management platform, our advisors have the tools and support they need to succeed in the competitive industry. For educators and non-profit employees, we specialize in helping them add a 403(b) tax-sheltered account to their retirement savings strategy. With 55 years of experience in 403(b) plans, we assist savers in becoming investors and ensuring financial well-being is achievable for all.
First New York Federal Credit Union Headquarters
First New York Federal Credit Union Headquarters is a leading financial institution located at 2 Wall Street in Albany, New York. As a trusted credit union, we offer a wide range of services including ATM access, banking, and finance solutions to meet the needs of our members. Our headquarters is dedicated to providing exceptional customer service and financial expertise to help individuals and businesses achieve their financial goals. Visit us today to experience the convenience and reliability of First New York Federal Credit Union.
First New York Federal Credit Union
First New York Federal Credit Union is a trusted financial institution located at 818 Central Avenue in Albany, New York. As a full-service credit union, we offer a range of banking and financial services, including ATMs for convenient access to your funds. Our interactive location finder makes it easy to locate your nearest branch or ITM. We are federally insured by the National Credit Union Administration and are proud to be an Equal Housing Lender. Visit us today to experience personalized service and competitive rates.
Mutual of Omaha Advisors - Upstate New York
Mutual of Omaha Advisors - Upstate New York is an insurance agency located at 40 British American Boulevard in Latham, New York. As part of the renowned Mutual of Omaha family, our team of advisors is dedicated to helping clients in Upstate New York with their insurance needs. Whether you are looking for life insurance, retirement planning, or investment options, our experienced professionals are here to provide personalized guidance and support. Contact us today to learn more about how we can help you secure your financial future.
Investment & Retirement Strategies
Investment & Retirement Strategies is a leading finance and insurance agency located at 301 Royal Street in Vestal, New York. Our experienced team of professionals specializes in helping clients plan for a secure financial future through strategic investment and retirement planning. Whether you are just starting to build your wealth or are preparing for retirement, we offer personalized solutions to meet your unique financial goals. Contact us today to learn more about how we can help you achieve financial security and peace of mind.
Women In The Black
Women In The Black is a trendy and chic clothing store located at 24 East 125th Street in New York City. Our store caters to the modern woman who is confident, stylish, and loves to express herself through fashion. From casual everyday wear to elegant evening attire, we offer a wide range of clothing options to suit every occasion. Our store is a one-stop destination for all your fashion needs, with a curated selection of the latest trends and timeless classics. Visit us today and let our friendly staff help you find the perfect outfit to make you feel fabulous.
Mark Martiak Financial Advisor | Accredited Investment Fiduciary®
Mark Martiak Financial Advisor is a reputable institution located at 590 Madison Avenue in New York, New York. As an Accredited Investment Fiduciary®, Mark Martiak offers expert financial advice and services to help clients navigate the complexities of investing and financial planning. With a focus on finance, health, and insurance, Mark Martiak Financial Advisor is dedicated to providing personalized and comprehensive solutions to help clients achieve their financial goals. Trust in Mark Martiak Financial Advisor for expert guidance and support in managing your investments and securing your financial future.
Q&D Investment
Q&D Investment is a prestigious finance institution located on West 126th Street in New York, New York. With a reputation for excellence and expertise in the financial industry, Q&D Investment offers a wide range of services including investment management, financial planning, and wealth management. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how Q&D Investment can help you reach your financial objectives.
New Alliance Consulting Group, LLC.
New Alliance Consulting Group, LLC. is a leading institution specializing in accounting, finance, and insurance services. Located at 763 East 149th Street in New York, United States, our team of expert professionals is dedicated to providing top-notch financial solutions to individuals and businesses. Whether you need help with tax preparation, investment planning, or insurance coverage, we are here to assist you every step of the way. Trust New Alliance Consulting Group, LLC. to help you achieve your financial goals and secure your future.
New York Life Ins Co-Andrew DeCarlo
New York Life Ins Co-Andrew DeCarlo is a reputable insurance agency located at 3972 Amboy Road in New York, United States. With a strong commitment to providing reliable insurance solutions, the agency offers a wide range of coverage options to meet the unique needs of individuals and families. Led by Andrew DeCarlo, a seasoned insurance professional, the agency is dedicated to helping clients protect their assets and secure their financial future. Whether you are looking for life insurance, retirement planning, or investment strategies, New York Life Ins Co-Andrew DeCarlo is here to provide personalized service and expert advice. Contact them today to learn more about their comprehensive insurance offerings.
Fidelity Investments
Fidelity Investments is a reputable finance institution located at 5101 Fashion Drive in Nanuet, New York, United States. With a strong presence in the financial industry, Fidelity Investments offers a wide range of investment products and services to help individuals and businesses achieve their financial goals. Their team of experienced professionals provides expert advice and guidance to clients, ensuring they make informed decisions about their investments. Whether you're looking to save for retirement, invest in the stock market, or plan for your children's education, Fidelity Investments can help you navigate the complex world of finance. Visit their office in Nanuet today to learn more about their offerings and how they can assist you in reaching your financial objectives.
Capital Management Group of New York
Capital Management Group of New York is a finance institution located at 167 East Central Avenue in Pearl River, New York, United States. At CMG, we prioritize relationships with our clients who value friends, family, and community. We offer services that go beyond traditional wealth and risk management, focusing on managing lives and families. Our financial planning takes into account your values, dreams, and goals to create a personalized strategy. If recent market conditions have left you feeling uncertain, we can help reevaluate your financial situation. Estate planning is also a key aspect of our services to prevent financial burdens for your loved ones. Managing risk is essential in wealth management to protect you and your family from various financial risks. Contact us at our Pearl River or New York City office for services including financial planning, asset management, estate planning, and risk management. Capital Management Group of New York is affiliated with Hightower Advisors, LLC, an SEC registered investment adviser. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.
K. Michael Wallace | Wallace Investments
K. Michael Wallace | Wallace Investments is a reputable accounting and finance institution located at 14 Wall Street in New York City, New York, United States. With a focus on providing expert financial services and investment advice, our team of professionals is dedicated to helping clients achieve their financial goals. Whether you are looking to manage your personal finances or grow your business investments, K. Michael Wallace | Wallace Investments is here to assist you every step of the way. Trust us to provide you with the expertise and guidance you need to secure a successful financial future.
Money In Minutes
Money In Minutes is a trusted institution located at 5225 Broadway in New York, New York, United States. We specialize in providing accounting services, ATM facilities, and financial solutions to help individuals and businesses manage their money effectively. Our experienced team is dedicated to ensuring quick and efficient transactions, so you can access your funds in minutes. Visit us today to experience our reliable and convenient services.
New York Life Insurance Company
New York Life Insurance Company, located at 1000 South Avenue in New York, United States, is a reputable insurance agency offering a wide range of permanent policies with guaranteed death benefits and cash value growth. Their long-term coverage options are highly customizable to fit your needs and budget, with the ability to invest policy cash value in the market. The institution also provides support for everyday tasks, income replacement due to sickness or injury, professionally managed investments, and guidance for financial planning and estate protection. With over 12,000 agents nationwide, New York Life is committed to helping individuals and families prosper through tailored solutions and a diverse, welcoming workplace environment. They have a long-standing history of accountability, responsible investing, and community engagement, making them a trusted industry leader with the highest financial strength ratings. Additionally, their philanthropic efforts through the New York Life Foundation aim to support educational enhancement, childhood bereavement, and economic opportunity initiatives. Join New York Life in their mission to create a better world for all.
GUIRGUIS ACCOUNTING SERVICES
Guirguis Accounting Services, located at 607 Woodward Avenue in New York, United States, offers personalized financial guidance to individuals and businesses. Specializing in a range of services including tax preparation, audits, and financial planning, our team has expertise in various areas such as investments, home ownership, charitable donations, and more. We are committed to providing our clients with the attention they deserve, ensuring that every tax return is prepared accurately and in compliance with all laws. Our mission is to help clients understand the complexities of tax law and maximize their refunds. With a dedication to excellence and professionalism, Guirguis Accounting Services is here to meet all your financial needs.
R&G Brenner Tax + Accounting
R&G Brenner Tax Accounting is a reputable institution located at 544 East Fordham Road in New York, United States. Specializing in accounting and finance services, they offer expert tax preparation, financial planning, and accounting solutions for individuals and businesses. With a team of skilled professionals, R&G Brenner Tax Accounting is dedicated to providing top-notch service and personalized advice to help clients navigate the complexities of tax and financial matters. Whether you need assistance with tax filing, bookkeeping, or investment planning, this institution is committed to helping you achieve your financial goals.
Adam Weitz Tax and Accounting
Adam Weitz Tax and Accounting is a trusted institution located at 1891 East Main Street, Mohegan Lake, New York. Specializing in accounting and finance services, we work with individuals and companies to ensure that their tax and accounting needs are properly taken care of. With over 40 years of experience, Adam Weitz continues his father's legacy by providing expertise and knowledge to clients in a friendly and professional manner. Whether you are a company, small business, or individual, we are dedicated to assessing your needs and providing assistance to help you live your life and run your business smoothly. Contact us today to see how we can support you!
NY Tax & Accounting
NY Tax & Accounting is a reputable institution located at 9 West Burnside Avenue in New York, United States. Specializing in accounting and finance services, our team of experienced professionals is dedicated to providing top-notch financial solutions to individuals and businesses. Whether you need assistance with tax preparation, bookkeeping, or financial planning, we are here to help. Trust NY Tax & Accounting for all your financial needs.
AAS Accounting & Financial
AAS Accounting & Financial is a reputable institution located at 4078 Nostrand Avenue in New York, United States. Specializing in accounting and finance, our team of experienced professionals offers a wide range of services to individuals and businesses. From bookkeeping and tax preparation to financial planning and investment management, we are dedicated to helping our clients achieve their financial goals. With a commitment to excellence and personalized service, AAS Accounting & Financial is your trusted partner in all things financial.
Canale Insurance & Accounting
Canale Insurance & Accounting is a reputable institution located at 871 Oneida Street in Fulton, New York. We specialize in providing top-notch accounting, finance, and insurance services to our clients. Our experienced professionals are dedicated to helping individuals and businesses navigate the complexities of financial management and risk mitigation. Whether you need assistance with tax preparation, financial planning, or finding the right insurance coverage, Canale Insurance & Accounting is here to help. Visit us today to learn more about how we can support your financial goals.
New Empire Insurance Services
New Empire Insurance Services is a top-tier insurance agency located at 214 West Park Avenue in Long Beach, New York. We specialize in designing and managing best-of-class real estate insurance products, making us the go-to choice for brokers in the industry. Our team at New Empire is known for being efficient and effective, providing products that help agents write and retain accounts with ease. Our clients love our programs so much that they can't help but rave about us, praising our great prices and exceptional service.
New York life
New York Life, located in Amherst, New York, United States, is a reputable insurance agency offering a variety of permanent policies with guaranteed death benefits and cash value growth. Their long-term coverage options are highly customizable to suit individual needs and budgets, with the added benefit of being able to invest policy cash values in the market. The institution provides support for everyday tasks, income replacement in case of illness or injury, and professionally managed investments with potential market gains. New York Life also offers expertise in creating investment strategies, estate planning, and insurance solutions for employees, executives, and small businesses. With a focus on community engagement and charitable giving, New York Life is dedicated to helping families protect their financial futures and thrive. Their diverse workforce reflects the communities they serve, and they are committed to making a positive impact through volunteerism and charitable donations. With a strong reputation for financial stability and accountability to policy owners, New York Life has been in business since 1845 and continues to uphold their values of diversity, responsibility, and service. Whether you are just starting to plan for your financial future or need assistance with a complex situation, New York Life's agents are ready to provide tailored solutions to meet your needs and budget.
New York John Hancock Retirement Plan
New York John Hancock Retirement Plan is an insurance agency located at 7 Times Square in New York City. Our institution specializes in providing retirement planning services to individuals looking to secure their financial future. With a strong reputation for excellence and reliability, we offer a range of retirement products and services tailored to meet the unique needs of our clients. Whether you are just starting to plan for retirement or are already in the midst of your golden years, our experienced team of professionals is here to help you navigate the complexities of retirement planning. Contact us today to learn more about how New York John Hancock Retirement Plan can help you achieve your retirement goals.
Zionic Brokerage and Financial Services Corp in Queens New York
Zionic Brokerage and Financial Services Corp in Queens, New York is a reputable institution offering a wide range of financial services including brokerage, insurance, and real estate services. Located at 205-09 Jamaica Avenue, this institution is dedicated to providing top-notch financial guidance and solutions to its clients. With a team of experienced professionals, Zionic Brokerage and Financial Services Corp is committed to helping individuals and businesses achieve their financial goals and secure their future. Whether you are looking for investment advice, insurance coverage, or real estate assistance, you can trust Zionic Brokerage and Financial Services Corp to provide expert guidance and personalized solutions tailored to your specific needs.
NEW YORK LEASE AND CONTRACT LAWYER
New York Lease and Contract Lawyer is a finance, lawyer, and real estate agency located at 2533 Batchelder Street, New York, United States. Whether you are buying or selling residential or commercial property, having a real estate lawyer on your side is essential. The amount of documentation and legal nuances involved in real estate transactions can be overwhelming for those without legal expertise. The experienced attorneys at New York Lease and Contract Lawyer are here to provide you with the ammunition you need to protect your investment, bank account, and family legacy. Covering all five boroughs of New York City, as well as locations outside the city, our dedicated attorneys will travel to ensure you are protected throughout the entire closing process. Principal attorney Richard F. Rozhik, Esq. is heavily involved in every transaction, providing you with the personalized attention and expertise you deserve.
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