TOP 30 Investment education in New York, New York

1858 results found

Alternatives Federal Credit Union is a financial institution located at 125 North Fulton Street in Ithaca, New York, United States. As a credit union, Alternatives offers a range of banking services including savings accounts, loans, and ATM access. With a focus on community development and social responsibility, Alternatives is committed to providing affordable and accessible financial services to its members. Visit their branch in Ithaca to learn more about how they can help you achieve your financial goals.

Greylock Federal Credit Union is a trusted financial institution located at 464 Fairview Avenue in Hudson, New York, United States. As a credit union, Greylock offers a wide range of financial services to its members, including savings accounts, loans, and investment options. With a focus on providing personalized service and competitive rates, Greylock is committed to helping individuals and families achieve their financial goals. Whether you are looking to open a new account, apply for a loan, or simply seek financial advice, Greylock Federal Credit Union is here to help you every step of the way.

National Income Life - Theo Pappas is an insurance agency located in Yorktown Heights, New York, United States. With a commitment to providing quality insurance products and services, this institution offers a range of options to help individuals and families protect their financial well-being. Led by Theo Pappas, the agency strives to provide personalized and reliable insurance solutions to meet the unique needs of each client. Whether you are looking for life insurance, disability insurance, or other types of coverage, National Income Life - Theo Pappas is dedicated to helping you find the right policy for your specific situation. Visit their office in Yorktown Heights to learn more about their offerings and how they can assist you in securing your financial future.

Mid-Hudson Valley Federal Credit Union is a trusted financial institution located at 3 North Broad Street in Peekskill, New York. As a member-owned credit union, we offer a wide range of financial services including banking, lending, and investment options to individuals and businesses in the community. Our convenient location and ATMs make managing your finances easy and accessible. Join us today and experience the personalized service and competitive rates that set us apart from traditional banks.

Academic Federal Credit Union is a financial institution located at 425 North State Road in Briarcliff Manor, New York, United States. As a credit union, it offers a variety of financial services such as savings accounts, loans, and credit cards to its members. Additionally, it provides ATM services for convenient access to cash. Academic Federal Credit Union is dedicated to serving the academic community and helping its members achieve their financial goals.

Port Chester Teachers Federal Credit Union is a trusted financial institution located at 118 South Ridge Street in Rye Brook, New York, United States. As a credit union, they provide a wide range of financial services including savings accounts, loans, and ATM access for their members. With a strong focus on serving the needs of educators and school employees in the Port Chester area, this institution is dedicated to helping their members achieve their financial goals. Visit Port Chester Teachers Federal Credit Union today for personalized and reliable financial solutions.

Harrison Teachers Federal Credit Union is a financial institution located at 33 Oakland Avenue in Harrison, New York, United States. As a credit union specifically for teachers, it offers a range of financial services and products tailored to the needs of educators. With a focus on providing personalized service and competitive rates, Harrison Teachers FCU is dedicated to helping teachers achieve their financial goals.

Brian Nolan - Mortgage Loan Officer is a leading financial institution located at 410 New York Avenue in Huntington, New York. As a trusted mortgage loan officer, Brian Nolan provides expert guidance and support to clients seeking to secure financing for their dream homes or investment properties. With years of experience in the finance industry, Brian Nolan is dedicated to helping individuals and families navigate the complexities of the mortgage process, ensuring they find the best loan options available to meet their specific needs. Whether you are a first-time homebuyer or a seasoned investor, Brian Nolan - Mortgage Loan Officer is committed to providing personalized service and tailored solutions to help you achieve your financial goals. Contact us today to learn more about our services and how we can assist you in achieving your homeownership dreams.

Palisades Credit Union is a trusted financial institution located at 240 New York 59 in Nanuet, New York, United States. As a full-service credit union, we offer a wide range of financial services to our members, including savings accounts, loans, mortgages, and investment options. Our convenient ATM services make accessing your funds quick and easy. Whether you're looking to save for the future, purchase a new home, or simply manage your finances, Palisades Credit Union is here to help you achieve your financial goals. Visit us today to learn more about how we can assist you with your financial needs.

Suffolk Credit Union is a trusted financial institution located at 3681 Horseblock Road in Medford, New York, United States. As a credit union, we offer a wide range of financial services including ATM access, banking services, and personalized finance solutions. Our dedicated team is committed to helping our members achieve their financial goals and providing top-notch customer service. Join Suffolk Credit Union today and experience the benefits of being a part of a community-focused financial institution.

Neighborhood Trust Federal Credit Union is a community-based financial institution located at 1112 Saint Nicholas Avenue in New York, New York. As a credit union, it offers a range of financial services to its members, including savings accounts, loans, and other financial products. With a focus on serving the needs of the local community, Neighborhood Trust Federal Credit Union provides personalized and affordable financial solutions to help its members achieve their financial goals. Whether you are looking to save for the future, finance a major purchase, or improve your credit score, Neighborhood Trust Federal Credit Union is committed to helping you succeed.

The Harlem Entrepreneurial Fund (HEF) is a finance institution located at 361 West 125th Street, New York, New York, United States. We are dedicated to ensuring the success of minority and women-owned businesses through capital and technical assistance. Our community lender provides affordable loans ranging from $500 to $250,000 to businesses in various industries. We offer financial coaching, credit builder loans, small business loans, and microloans to help businesses start up and expand. Our partnership with organizations such as the Small Business Administration and NYC Small Business Services allows us to support a growing number of businesses in our community. We believe that entrepreneurship is a powerful tool that can create jobs, close the opportunity gap, and transform communities. Our programs like Opportunity for Growth and Growth Path provide business education and advisory services to accelerate the growth of minority and women-owned businesses. Join us in our mission to support and empower businesses in Harlem and surrounding areas.

Sunmark Credit Union is a trusted financial institution located at 207A Green Street in Hudson, New York, United States. As a credit union, Sunmark offers a variety of financial services including ATM access and personalized finance solutions. At Sunmark, we prioritize the security of our members and will never ask for personal account information such as passwords through email, text message, or phone call. Visit us today to learn more about protecting yourself from fraud and to experience the benefits of banking with Sunmark Credit Union.

The Kinder Pond is a Waldorf inspired Early Childhood Enrichment Program located at 105 Prospect Road in Centerport, New York. Our program embraces the beauty of nature, with children spending lots of time outdoors each day, whether it's sunny, rainy, or snowy. We tailor our curriculum to suit each child's unique abilities and interests, helping them thrive and grow. Since 1994, we have been proudly serving the Centerport, Greenlawn, Northport, East Northport, and Huntington communities from the same location. Parents rave about the positive impact The Kinder Pond has had on their children, with one parent describing it as a "magical" experience. Our dedicated teachers are not only caring and capable but also great individuals who nurture a love for learning in each child.

The Building & Realty Institute of Westchester is a leading educational institution located at 80 Business Park Drive in Armonk, New York. With a focus on providing high-quality training and resources for professionals in the building and realty industries, the institute offers a wide range of courses and programs to help individuals stay current with industry trends and advancements. Whether you are looking to expand your knowledge, enhance your skills, or advance your career, the Building & Realty Institute of Westchester is dedicated to helping you achieve your goals.

Edward Jones - Financial Advisor: James P Kivlehan is a reputable finance institution located at 32 South Liberty Drive, Stony Point, New York, United States. With a focus on providing personalized financial services, James P Kivlehan offers expert advice and guidance to help clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to invest wisely, Edward Jones - Financial Advisor: James P Kivlehan is dedicated to helping you make informed decisions and secure your financial future.

Richard Kersting is a financial advisor at Ameriprise Financial Services, LLC located at 445 Hamilton Avenue in White Plains, New York, United States. Richard holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, investment strategies, estate planning, retirement planning, and insurance products. Richard also specializes in working with domestic partners, seniors, and small business owners. With a focus on ethical practices and continuous education, Richard provides comprehensive financial planning services to help clients achieve their financial goals.

Christopher Kuber, a financial consultant at Ameriprise Financial Services, LLC, located at 7 East Carver Street in Huntington, New York, offers personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. With a focus on retirement planning, education savings, and major purchases, Christopher works closely with clients to document their goals, track progress, and adjust strategies as life changes. Clients can access their investments and accounts from any device, securely track progress, and schedule complimentary initial consultations to discuss financial planning concepts. Christopher Kuber is registered to conduct securities business in select states and clients can verify his qualifications on FINRA's BrokerCheck website. Ameriprise Financial Services, LLC, a member of FINRA and SIPC, cannot guarantee future financial results but is committed to helping clients achieve their financial goals. Feel free to refer friends and family members for personalized financial guidance from Christopher Kuber.

Anthony Fusaro, a financial advisor at Ameriprise Financial Services, LLC, located at 7 East Carver Street in Huntington, New York, offers personalized financial planning services tailored to your individual goals and risk tolerance. With a focus on retirement planning, education savings, and asset allocation, Anthony provides investment recommendations and portfolio management to help you achieve your financial objectives. Regular meetings and progress reviews ensure that your strategy remains aligned with your changing life circumstances. By accessing your accounts and investments online, you can track your progress towards your goals securely from any device. Visit FINRA's BrokerCheck website for background and qualification information. Schedule a complimentary initial consultation to learn more about how Anthony can help you reach your financial goals. Please note that securities business can only be conducted with residents of certain states where the advisor is registered. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, providing a secure and reliable platform for financial planning services.

Purchase Community House is a vibrant hub of activity located at 3095 Purchase Street in Harrison, New York. This institution serves as a gathering place for the local community, offering a wide range of programs and services for individuals of all ages. From fitness classes to art workshops, educational seminars to social events, Purchase Community House is dedicated to enriching the lives of its residents. Whether you're looking to meet new friends, learn a new skill, or simply relax and unwind, this welcoming institution has something for everyone. Come visit Purchase Community House and discover all that it has to offer!

3 Waters View Circle is a prestigious institution located in Cohoes, New York, United States. Situated at the address of 3 Waters View Circle, this institution offers a serene and picturesque setting for its students and visitors. With top-notch facilities and a dedicated staff, 3 Waters View Circle provides a conducive environment for learning and growth. Whether you are looking to further your education or simply explore new opportunities, this institution is the perfect place to achieve your goals.

Albany Financial Group is a premier finance institution located at 80 Wolf Road in Albany, New York, United States. With a team of experienced financial experts, we provide a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with wealth management, Albany Financial Group is here to guide you every step of the way. Our personalized approach and commitment to excellence make us a trusted partner for all your financial needs.

Jennifer Ludwig - RBC Wealth Management Financial Advisor is a trusted financial institution located at 455 Patroon Creek Boulevard in Albany, New York. As a dedicated financial advisor, Jennifer Ludwig provides personalized wealth management services to help clients achieve their financial goals. With a focus on building strong relationships and offering expert financial guidance, clients can feel confident in their financial decisions. Whether you are planning for retirement, saving for education, or investing for the future, Jennifer Ludwig is committed to helping you navigate the complexities of the financial world. Contact Jennifer Ludwig - RBC Wealth Management Financial Advisor today to schedule a consultation and take the first step towards securing your financial future.

Atlas Private Wealth Management, LLC is a finance institution located at 3 Atrium Drive in Albany, New York, United States. Our mission is to build successful, long-term professional relationships with our clients based on mutual trust, effective communication, and a shared commitment to the financial planning process. We offer a comprehensive, personalized approach aimed at enhancing the quality of life for each client, regardless of where they are in life’s journey. Whether you are a young couple starting a family, a retired couple living off savings, or anywhere in between, we are here to help you navigate financial concerns such as student loans, investing, retirement planning, estate planning, and more. Our Senior Vice President Director of Retirement Services is dedicated to helping you envision the retirement you desire and understand how factors like taxes, social security benefits, and healthcare costs can impact your financial future.

Goldman Sachs Ayco Personal Financial Management is a finance institution located at 100 Coliseum Drive in Cohoes, New York, United States. They offer personalized financial management services to help individuals and families achieve their financial goals. With a focus on wealth management, investment planning, and retirement strategies, Goldman Sachs Ayco Personal Financial Management provides expert guidance and tailored solutions to help clients secure their financial futures. Their team of experienced professionals is dedicated to delivering top-notch service and support to ensure their clients' financial success.

Merrill Lynch Financial Advisor Becky M Sciortino is a trusted institution located at 26 Century Hill Drive in Latham, New York, United States. With over 20 years of experience, Becky focuses on the wealth and health of her clients, viewing them as individuals with unique situations and aspirations rather than just portfolios. She assists a diverse range of clients, including successful business owners, corporate executives, retired individuals, and families. Becky's personal experiences have shaped her approach to financial planning, as she understands the importance of helping clients achieve their life dreams and navigate challenges such as illness, divorce, or job loss. Becky's expertise lies in retirement planning, income generation, wealth preservation, and growth strategies. She educates clients on important topics such as health, saving vs. spending, Social Security, and insurance. By coordinating with clients' CPAs and attorneys, Becky ensures that tax minimization and estate planning strategies are aligned. She also offers access to Bank of America for lending and banking services.

Merrill Lynch Financial Advisor Michael Barnes, located at 69 State Street, Albany, New York, United States, is dedicated to helping clients manage their wealth through personalized wealth management strategies. With a deep understanding of clients' financial goals and priorities, Michael Barnes offers access to investment insights from Merrill and banking solutions from Bank of America. By participating in the community and volunteering with local organizations, Michael Barnes builds strong relationships with clients and understands their evolving needs. Through the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, clients receive tailored financial plans that align with their aspirations and values. Whether planning for retirement, education, or legacy, Michael Barnes works closely with clients to implement strategies that help them achieve their goals. With a focus on ongoing communication and adjustments to financial approaches, Michael Barnes ensures that clients stay on track to financial success. As a registered advisor in multiple states, Michael Barnes offers personalized investment strategies and comprehensive financial solutions to help clients live their best financial life.

Merrill Lynch Financial Advisor Sean A Moloney, located at 26 Century Hill Drive in Latham, New York, is dedicated to helping clients achieve their financial goals. With 85 years of combined financial services experience, the team at The Moloney - Leonard Group places clients at the center of the wealth management process. As Merrill advisors, they focus on developing a customized financial approach for each client, putting their needs and goals above market trends. The team is committed to understanding each client's unique concerns, priorities, and financial resources, meeting with them regularly to ensure progress towards their goals. By utilizing the Investment Personality Assessment and Merrill Personal Wealth Analysis™, the team can create personalized plans that reflect each client's individual needs and objectives. With access to the global resources of Merrill and personalized service, clients can trust in the team's expertise and commitment to helping them achieve financial success. Whether planning for retirement, saving for a home, or funding education, clients can rely on the team to provide thoughtful investment guidance aligned with their goals. The team is dedicated to building strong client relationships based on trust and personalized service, helping clients navigate through market fluctuations and changes in their lives. With a focus on understanding each client personally, the team at Merrill Lynch Financial Advisor Sean A Moloney is committed to helping clients achieve their financial goals and live their best financial life.

David Needham - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 4 Atrium Drive, Albany, New York, United States, is a finance institution that offers a wide range of services to meet the individual needs of clients. David Needham holds various certifications, such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, estate planning, retirement planning, and investment strategies. Additionally, David Needham is a Certified Financial Planner™ (CFP®) and a Chartered Financial Analyst® (CFA), ensuring a high standard of excellence in personal financial planning and investment analysis. The institution also provides specialized services for clients with unique needs, such as those in domestic partnerships, seniors, and individuals with special needs. With a focus on ethical practices and continuous education, David Needham is dedicated to providing top-quality financial advice and support to clients in the Albany area.

Allen Financial Consultants is a leading finance institution located at 14 Corporate Drive in New York, United States. With a team of experienced financial advisors, we provide personalized and comprehensive financial planning services to help our clients achieve their financial goals. Whether you are looking to invest, save for retirement, or plan for your children's education, our experts are here to help. Trust Allen Financial Consultants to guide you towards a secure financial future.