TOP 10 Investment bank services in New York City, New York

Steven Solomon - UBS Financial Services Inc. is a reputable finance institution located at 709 Westchester Avenue in White Plains, New York, United States. With a focus on providing top-notch financial services, the institution is known for its expertise in wealth management, investment strategies, and financial planning. Clients can expect personalized and tailored solutions to help them achieve their financial goals. The team at Steven Solomon - UBS Financial Services Inc. is dedicated to providing exceptional customer service and guidance to ensure the success of their clients' financial portfolios.

Christopher Pesce - UBS Financial Services Inc. is a leading finance institution located at 709 Westchester Avenue in White Plains, New York, United States. With a strong focus on providing top-notch financial services to clients, Christopher Pesce - UBS Financial Services Inc. offers a wide range of investment options and wealth management solutions. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Christopher Pesce - UBS Financial Services Inc. is committed to providing personalized and comprehensive financial advice to meet your needs.

Brian Sable - UBS Financial Services Inc. is a reputable financial institution located at 709 Westchester Avenue in White Plains, New York, United States. Specializing in finance, they offer a wide range of services to help clients manage their wealth and achieve their financial goals. With a team of experienced professionals, Brian Sable - UBS Financial Services Inc. provides personalized financial solutions tailored to meet the unique needs of each client. Whether you are looking to invest, plan for retirement, or secure your financial future, this institution is dedicated to providing top-notch services and expert advice to help you succeed.

George Hunt - Financial Advisor, Ameriprise Financial Services, LLC, located at 1001 Franklin Avenue, Garden City, New York, United States, is a trusted finance institution that has been named one of the Most Trustworthy Companies in America 2023 by Newsweek. George Hunt provides personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. Regular meetings are held to review progress, update strategies as life changes, and track progress towards financial goals. Clients can access their investments and accounts from any device securely. George Hunt helps clients determine their risk tolerance, which is crucial in developing an appropriate investment strategy. By understanding how much market volatility they can endure, clients can make informed decisions about their investments and diversification strategies. If you're not already a client, schedule a complimentary initial consultation to start planning for a more confident financial future.

Belle Haven Investments is a premier finance institution located at 800 Westchester Avenue in Rye Brook, New York, United States. With a focus on providing top-notch financial services and investment opportunities, Belle Haven Investments is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Belle Haven Investments has the expertise and resources to help you succeed. Trust in Belle Haven Investments for all your financial needs.

Matthew Rogers is a financial advisor at Ameriprise Financial Services, LLC, located at 48 South Service Road in Melville, New York, United States. Specializing in finance, Matthew offers personalized investment, asset allocation, and portfolio recommendations tailored to your individual goals and risk tolerance. He helps clients track their progress towards goals such as retirement, education, or major purchases like a second home. With regular meetings and updates as life changes, Matthew ensures that your financial strategy remains on track. Clients can easily access their investments and accounts from any device, securely sharing information with Matthew. To learn more about how Matthew can help you achieve your financial goals, schedule a complimentary initial consultation. Residents of select states can conduct securities business with Matthew, as listed on FINRA's BrokerCheck website. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, providing a secure and regulated environment for financial planning. Get in touch with Matthew Rogers today to start planning for a secure financial future.

Raymond James Financial Services is a leading finance institution located at 330 East 38th Street in New York, New York, United States. With a reputation for excellence in financial services, Raymond James offers a wide range of investment and wealth management solutions to individuals and businesses. Their team of experienced financial advisors provides personalized guidance and support to help clients achieve their financial goals. Whether you are looking to plan for retirement, grow your wealth, or manage your investments, Raymond James Financial Services is dedicated to helping you secure a prosperous financial future.

Bank of America Private Client Advisor John Adam Alexander is a Senior Vice President and Private Client Advisor at Bank of America Private Bank, located in Brooklyn, NY. With a focus on advising Business Owners, from tech startups to multi-generational family businesses, John holds the Certified Exit Planning Advisor® and the Chartered SRI Counselor™ designations. He leads a team of specialists in investment management, trust and estate planning, banking and lending, liquidity event planning, legacy and wealth strategy, NextGen, art and philanthropy, and Family Office design. John's three decades of leadership experience in private banking and investment management across the Americas, Europe, and Asia make him well-equipped to provide expert advice tailored to the unique needs of each family. Fluent in Spanish and French, with a working knowledge of Russian, John is also the Executive Director of the Piermont Straus Foundation. At Bank of America Private Bank, clients can expect a personalized approach to managing significant wealth, with a focus on preserving and sharing wealth, building philanthropic legacies, and planning for future growth. The institution values innovation and aims to help clients anticipate and respond to evolving markets and financial landscapes. Please note that by visiting the Bank of America Private Bank's website, you may be directed to FINRA’S BrokerCheck. Investing involves risk, and it is recommended to consult legal and tax advisors before making financial decisions. Bank of America Private Bank does not serve in a fiduciary capacity with respect to all products or services.

Financial Services is a leading finance institution located at 1143 Liberty Avenue in New York, United States. Our dedicated team of experts provides a wide range of financial services to help individuals and businesses achieve their financial goals. From investment management to retirement planning, we offer personalized solutions tailored to meet the unique needs of each client. With a commitment to excellence and a track record of success, Financial Services is your trusted partner for all your financial needs.

Citi Private Wealth Management (PWM) is a prestigious financial institution located at 176 Union Turnpike in New York, United States. As a leading provider of wealth management services, Citi PWM offers tailored financial solutions to high-net-worth individuals and families. With a team of experienced wealth managers and financial advisors, Citi PWM is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking for investment advice, estate planning services, or retirement planning solutions, Citi PWM has the expertise and resources to meet your needs. Visit us today to learn more about how we can help you grow and protect your wealth.

Citi Private Wealth Management (PWM) is a prestigious finance institution located at 3901 Bell Boulevard in New York, United States. With a focus on providing tailored financial solutions for high-net-worth individuals, Citi PWM offers a wide range of services including investment management, estate planning, and wealth preservation. Their team of experienced advisors are dedicated to helping clients achieve their financial goals and secure their financial future. Visit Citi PWM today to learn more about their personalized wealth management services.

SharpFocus Financial Planning Group - Ameriprise Financial Services, LLC is a finance institution located at 1979 Marcus Avenue, Lake Success, New York, United States. They offer personalized financial planning services tailored to individual goals and risk tolerance. Clients can access their investments and accounts from any device and track their progress towards their goals securely. The institution provides investment recommendations, asset allocation, and portfolio analysis to help clients achieve their financial objectives. The team at SharpFocus Financial Planning Group is dedicated to helping clients navigate through life changes and achieve financial success. To learn more about their services, interested individuals can schedule a complimentary initial consultation. The institution is a member of FINRA and SIPC, ensuring the highest level of professionalism and security for their clients.

Horizon Financial Services is a reputable finance institution located at 310 Woods Avenue in Oceanside, New York, United States. With a strong commitment to providing top-notch financial services, Horizon Financial Services offers a wide range of financial solutions to meet the needs of individuals and businesses alike. From investment planning to wealth management, their team of experienced professionals is dedicated to helping clients achieve their financial goals. Visit Horizon Financial Services today for expert advice and personalized financial solutions.

The Reilly Financial Group - Ameriprise Financial Services, LLC, located at 1001 Franklin Avenue, Garden City, New York, is a finance institution that offers personalized investment and financial planning services. Whether you are planning for retirement, education, or a major purchase, our experienced advisors provide tailored recommendations based on your goals and risk tolerance. We work with you to document your goals, regularly review your progress, and adjust your approach as needed. With secure online access, you can track your investments and accounts from any device. Schedule a complimentary initial consultation to learn more about how we can help you achieve your financial goals. Our advisors are registered to do business in certain U.S. states, and we adhere to strict regulations to ensure the security and privacy of your information. Contact us today to start the conversation about what matters most to you.

Fidelity Investments is a renowned finance institution located at 1075 Northern Boulevard in Roslyn, New York, United States. Known for its expertise in investment management and financial services, Fidelity Investments offers a wide range of products and solutions to help clients achieve their financial goals. With a strong reputation for reliability and innovation, Fidelity Investments is a trusted partner for individuals, businesses, and institutions seeking to grow and protect their wealth.

The Bank of America Financial Center located at 1286 West Broadway in Hewlett, New York, is a leading financial institution offering a wide range of banking and financial services. From personal and business accounts to loans, investments, and wealth management, Bank of America provides comprehensive financial solutions to meet the needs of individuals and businesses alike. With a commitment to excellence and customer satisfaction, the Bank of America Financial Center in Hewlett is dedicated to helping clients achieve their financial goals and secure their financial future.

The Bank of America Financial Center at 79 Main Street in Port Washington, New York, is a leading financial institution offering a wide range of banking and financial services to individuals, businesses, and organizations. With a reputation for excellence and innovation, this bank provides convenient and secure banking solutions to help customers achieve their financial goals. From personal banking services such as checking and savings accounts to business loans and investment options, the Bank of America Financial Center is committed to providing top-notch customer service and financial expertise. Visit us today to learn how we can help you manage your finances and secure your financial future.

BBC Financial Services is a reputable finance institution located at 412 Maple Avenue in Westbury, New York, United States. We specialize in providing a wide range of financial services to individuals and businesses, including investment management, retirement planning, and insurance solutions. 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 we can assist you with your financial needs.

Castar Dios Wealth Management - UBS Financial Services Inc. is a prestigious finance institution located at One Jericho Plaza in Jericho, New York, United States. As a leading provider of wealth management services, they offer a wide range of financial solutions to help clients achieve their financial goals. With a team of experienced professionals and a commitment to excellence, Castar Dios Wealth Management - UBS Financial Services Inc. is dedicated to providing personalized and strategic financial advice to individuals and businesses. Whether you are looking to invest, plan for retirement, or manage your assets, they have the expertise and resources to help you navigate the complex world of finance.

Anchor Wealth Management - UBS Financial Services Inc. is a reputable finance institution located at One Jericho Plaza in Jericho, New York, United States. Specializing in wealth management, they provide comprehensive financial services to help individuals and businesses achieve their financial goals. With a team of experienced professionals and access to UBS's global resources, clients can expect personalized investment strategies tailored to their unique needs. Whether it's retirement planning, investment management, or estate planning, Anchor Wealth Management - UBS Financial Services Inc. is dedicated to helping clients build and protect their wealth for the future.

JMJ New York Group - Morgan Stanley is a prestigious finance institution located at 2 Jericho Plaza in Jericho, New York, United States. As a part of the renowned Morgan Stanley brand, this institution offers a wide range of financial services and expertise to clients in the area. With a strong reputation for excellence and professionalism, JMJ New York Group - Morgan Stanley is a trusted partner for individuals and businesses seeking financial guidance and investment opportunities.

Kristin Bay - Ameriprise Financial Services, LLC is a finance institution located at 200 Broadhollow Road in Melville, New York, United States. Each advisor at Ameriprise has their own “Top areas of focus” which you can review to see how it aligns with your financial goals. You can also check out their backgrounds, credentials, and experience to make an informed decision. To connect with your desired advisor, simply fill out the “Request consultation” form and they will reach out to you to schedule a complimentary initial consultation.

Bank of America Private Client Advisor Frances Beiro is located at 300 Broadhollow Road in Melville, New York, United States. Frances Beiro is a Senior Vice President, Private Client Advisor, and Institutional Client Advisor with Bank of America Private Bank. She focuses on developing long-lasting relationships with clients to help them manage their wealth effectively and with care. Frances is committed to acting as a fiduciary, always looking out for the best interests of her clients. She specializes in helping families build lasting legacies and offers a range of services including investments, wealth strategy, trust and estate planning, and banking. Frances also works with nonprofit organizations to help them achieve financial stability and long-term growth. She is dedicated to giving back to the community and is involved in various organizations such as Circulo de la Hispanidad and the Women's Exchange. With a background in finance and a strong network of relationships, Frances is able to provide clients with the resources they need to reach their financial goals.

Douglas Graham - UBS Financial Services Inc. is a reputable financial institution located at 58 South Service Road in Melville, New York, United States. As a branch of UBS Financial Services Inc., they offer a wide range of financial services to individual and corporate clients, including wealth management, investment advisory, and financial planning. With a team of experienced professionals, Douglas Graham - UBS Financial Services Inc. is dedicated to providing personalized and comprehensive financial solutions to help clients achieve their financial goals.

Bank of America Private Client Advisor Terence J McLaughlin, located at 300 Broadhollow Road, Melville, New York, United States, is a finance institution led by Managing Director Terry McLaughlin. With over three decades of experience, Terry and his team of specialists provide personalized wealth management strategies for nonprofits, business owners, and high-net-worth families. They offer services such as investment management, specialty asset management, philanthropy, trust and estate planning, and banking. Terry's goal is to establish lasting relationships with clients, guiding them through the challenges and opportunities that come with significant wealth. The team at Bank of America Private Bank is dedicated to building strong client relationships based on trust, personal experience, and a commitment to putting clients' goals first. They offer innovative financial strategies to help clients navigate evolving markets and changing environments. Please note that Bank of America Private Bank does not provide legal, tax, or accounting advice, and clients should consult their own advisors before making financial decisions.

Stephen Kaplan - UBS Financial Services Inc. is a leading finance institution located at 58 South Service Road in Melville, New York, United States. With a strong reputation for providing top-tier financial services, Stephen Kaplan - UBS Financial Services Inc. offers a wide range of investment and wealth management solutions to individuals, families, and businesses. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Stephen Kaplan - UBS Financial Services Inc. is committed to providing personalized solutions tailored to your specific needs. Contact them today to learn more about how they can help you achieve financial success.

Fidelity Investments is a renowned finance institution located at 1551 Old Country Road in Plainview, New York, United States. With a strong reputation for providing top-notch financial services, Fidelity Investments offers a wide range of investment opportunities, retirement planning, wealth management, and financial advisory services to help clients achieve their financial goals. With a team of experienced professionals and a commitment to excellence, Fidelity Investments is a trusted partner for individuals and businesses looking to secure their financial future.

Bostwick Wealth Management - Ameriprise Financial Services, LLC is a finance institution located at 515 Broadhollow Road, Melville, New York, United States. They offer investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Clients receive regular progress reviews, updates to their financial approach, and secure access to their investments and accounts from any device. The institution provides a complimentary initial consultation to discuss financial goals and offers insights into the current market trends. Ameriprise financial advisors are registered in certain U.S. states and adhere to strict regulations for client privacy and security. Clients can expect personalized financial planning concepts and ongoing support to help them achieve their financial goals.

NBT Bank is a trusted financial institution located at 5390 West Genesee Street in Camillus, New York, United States. As a full-service bank, NBT provides a wide range of financial services including checking and savings accounts, loans, mortgages, and investment options. With convenient ATM services available, customers can easily access their funds and manage their finances. NBT Bank is committed to providing personalized and reliable financial solutions to help individuals and businesses achieve their financial goals.

Tortorici Wealth Management Group - UBS Financial Services Inc. is a leading financial institution located in Melville, New York. Specializing in wealth management, our team of experienced professionals provides personalized financial solutions to help clients achieve their financial goals. With a commitment to excellence and a focus on client satisfaction, we offer a wide range of services including investment planning, retirement planning, estate planning, and more. Visit us at 58 South Service Road to learn how we can help you secure your financial future.