TOP 30 Investment finance in New York, New York

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Welcome to Electronic Payments, your trusted partner in cutting-edge financial technology, located at 1161 Scott Avenue, Calverton, New York. As a leading provider in the finance industry, we specialize in offering advanced point of sale and payment processing solutions tailored to meet the diverse needs of your business. Our innovative in-house processing platform, Cygma®, combined with our versatile Exatouch® Point of Sale system, empowers businesses across various sectors, including restaurants, retail, and service industries, to optimize operations, enhance customer experiences, and boost profitability. We pride ourselves on providing seamless integration with the latest payment methods, ensuring your business can accept all the payment types your customers prefer.

Welcome to Merrill Lynch Financial Advisor Mary C. Barty Scheurer, located at 57 Hampton Road, Southampton, New York 11968. As a dedicated financial advisor, Mary C. Barty Scheurer is committed to helping you navigate the complexities of finance and investment. With access to a wide range of investment solutions from Merrill and banking products from Bank of America, we provide the tools and insights you need to pursue your financial goals. At our Southampton office, we understand that every client is unique. Whether you have a clear financial strategy or are just beginning to plan for the future, we tailor our services to meet your individual needs. Our approach is about more than just managing money; it’s about understanding your plans, hopes, dreams, and goals. We work closely with you to adapt to changing goals, evolving family situations, and new commitments.

Welcome to Merrill Lynch Financial Advisor Harry L Hackett, your trusted partner in financial planning and wealth management located at 57 Hampton Road, Southampton, New York. Our mission is to be your primary source for financial advice and guidance, offering personalized strategies to help you navigate the complexities of the financial world. At the Hackett Group, we believe in building strong relationships through teamwork and client involvement. Our dedicated team of advisors and wealth management client associates work closely with you to understand your unique financial situation, goals, and priorities. With access to the global investment capabilities of Merrill and the banking convenience of Bank of America, we provide comprehensive solutions tailored to your needs.

Welcome to Merrill Lynch Financial Advisor Nicole Behrens, your trusted partner in navigating the complex world of finance. Located at 57 Hampton Road, Southampton, New York, Nicole Behrens offers a comprehensive suite of financial services designed to help you achieve your financial goals. With access to a wide range of investment solutions from Merrill and banking products from Bank of America, Nicole provides personalized wealth management strategies tailored to your unique needs and aspirations. At Merrill Lynch, we believe that managing your wealth begins with a deep understanding of your full financial picture. Nicole Behrens is dedicated to understanding what matters most to you, crafting strategies that are as flexible as today's changing market conditions. By leveraging the investment insights of Merrill and the banking convenience of Bank of America, Nicole can help you pursue your financial goals through informed and strategic decision-making.

Welcome to Merrill Lynch Financial Advisor Anthony P Addison, your trusted partner in financial success. Conveniently located at 57 Hampton Road, Southampton, New York, our firm is dedicated to helping you navigate the complexities of wealth management with confidence and clarity. At Merrill Lynch, we offer access to an extensive array of investment solutions from Merrill and banking products from Bank of America. Our mission is to provide you with timely insights into the ever-evolving markets and global economy, ensuring you stay on track toward achieving your financial goals.

Welcome to Merrill Lynch Financial Advisor Lisa Saladino, your trusted partner in navigating the complex world of finance. Located at 57 Hampton Road, Southampton, New York, our mission is to provide personalized financial strategies tailored to your unique goals and aspirations. With access to a wide array of investment solutions from Merrill and banking products from Bank of America, we offer a comprehensive approach to managing your wealth. Understanding your complete financial picture is our priority. We begin by listening to what matters most to you, allowing us to design flexible strategies that adapt to today's ever-changing market conditions. Our commitment is to help you pursue your financial goals while effectively managing investment risks.

Welcome to Merrill Lynch Financial Advisor Kevin P Dehler, your trusted partner in wealth management located at 57 Hampton Road, Southampton, New York. As a dedicated financial advisor with access to an expansive array of investment solutions from Merrill and banking products from Bank of America, Kevin P Dehler is committed to helping you navigate the complexities of today’s financial landscape. Understanding that managing your wealth begins with a comprehensive understanding of your unique financial picture, Kevin offers personalized strategies that align with what matters most to you. By leveraging timely insights on market trends and the global economy, he aims to keep you informed and on track towards your financial goals.

Welcome to Merrill Lynch Financial Advisor Jacob F Eckart, your trusted partner in navigating the complex world of finance. Conveniently located at 57 Hampton Road in Southampton, New York, we are committed to providing you with personalized financial solutions tailored to your unique needs and aspirations. At Merrill Lynch, we recognize that every client is different, with distinct financial goals and dreams. Whether you have a clear strategy in place or require guidance in planning for future generations, we are here to help you implement a plan that aligns with your vision. Our approach is holistic, taking into account not just your financial situation but also your plans, hopes, and dreams.

Welcome to Merrill Lynch Financial Advisor Gregory C. Mallgraf's office, located at 57 Hampton Road, Southampton, New York. With over 20 years of experience in the financial services industry, Greg joined Merrill Lynch Wealth Management in 2008 and is dedicated to providing personalized and disciplined investment management strategies for individuals and families. As the Senior Resident Director of the Southampton branch and a Wealth Management Advisor with the Martorana-Mallgraf Group, Greg is committed to understanding your unique financial needs and goals. At Merrill Lynch, we offer access to a wide range of investment solutions and banking products from Bank of America. With timely insights into market trends and the global economy, Greg helps you stay on track with your financial objectives. Our approach focuses on connecting your life and finances, providing fresh perspectives to help turn your goals into reality.

Welcome to Merrill Lynch Financial Advisor Joseph Gaviola's office, located at 57 Hampton Road, Southampton, New York. As a dedicated financial advisor, Joseph Gaviola is committed to helping you navigate the complexities of wealth management with personalized strategies tailored to your unique financial goals. At Merrill Lynch, we provide access to a wide range of investment solutions alongside the banking convenience of Bank of America. Our approach begins with a deep understanding of your financial picture, ensuring that the strategies we develop are as flexible and dynamic as today's ever-changing market conditions. We focus on what matters most to you, crafting a personalized plan to help you and your family pursue your financial aspirations while managing investment risk.

Welcome to Atlantic Harbor Wealth Management Located in the heart of Southampton, New York, Atlantic Harbor Wealth Management is your trusted partner in navigating the complexities of personal and corporate finance. Situated at 300 New York 27A, our firm is dedicated to providing tailored financial solutions that align with your unique goals and aspirations.

Welcome to Merrill Lynch Financial Advisor Michael Gray, located at 57 Hampton Road, Southampton, New York. As a dedicated financial advisor, Michael Gray offers a comprehensive suite of investment solutions through Merrill and banking products from Bank of America. Our mission is to build and preserve wealth for our clients by understanding their unique financial goals and providing personalized, high-quality investment advice. At Merrill Lynch, we focus on creating tailored financial strategies that align with your risk tolerance, time horizon, and liquidity needs. By leveraging our deep knowledge and experience, we aim to help you navigate the complexities of the financial markets and make informed decisions that can shape a prosperous future for you and your family.

Welcome to Gold Coast Bank, your trusted financial partner located at 97 North Sea Road, Southampton, New York. As a leading community bank, we are dedicated to providing personalized and comprehensive banking services to meet all your financial needs. Our team of experienced professionals is committed to delivering exceptional customer service and tailored solutions, whether you're looking to open a personal account, secure a loan, or manage your business finances. At Gold Coast Bank, we understand the importance of trust and reliability in banking. That's why we offer a wide range of products and services designed to help you achieve your financial goals, including savings and checking accounts, mortgages, commercial lending, and investment advice. Our state-of-the-art digital banking platform ensures you have access to your accounts anytime, anywhere, with ease and security.

Welcome to Bridge Capital Solutions Corp., your trusted partner in banking and finance located in the heart of Southampton, New York. Situated at 425 County Road 39A, we are dedicated to providing exceptional financial services tailored to meet the diverse needs of our community. At Bridge Capital Solutions Corp., we understand that financial success is built on strong relationships and personalized solutions. Our team of experienced professionals is committed to delivering a comprehensive range of services, including personal and business banking, investment advice, and financial planning. Whether you're looking to manage your day-to-day finances, grow your wealth, or secure your financial future, we have the expertise and resources to help you achieve your goals.

Welcome to Helen Minieri Stacy CFP® - UBS Financial Services Inc., your trusted partner in achieving financial success. Conveniently located at 8 Main Street, Southampton, New York, our firm is dedicated to providing personalized financial advice and solutions tailored to meet your unique needs. With a wealth of experience in the finance industry, Helen Minieri Stacy, a Certified Financial Planner®, leads our team in offering services that include investment management, retirement planning, estate planning, and wealth preservation strategies. Our commitment to excellence and client-focused approach ensures that you receive the highest level of service and guidance. Whether you are planning for your future, managing your investments, or seeking to protect your assets, we are here to help you navigate your financial journey with confidence. Visit us today to discover how we can assist you in reaching your financial goals.

Welcome to UBS Financial Services Inc., your trusted partner in financial excellence, located at the heart of Southampton, New York. Situated at 8 Main Street, our office is dedicated to providing personalized financial solutions to meet your unique needs. As a leading provider in the finance industry, UBS Financial Services Inc. offers a comprehensive suite of services, including wealth management, investment advisory, retirement planning, and more. Our team of experienced professionals is committed to helping you achieve your financial goals with tailored strategies and expert guidance. Visit us today and discover how UBS Financial Services Inc. can help you secure a prosperous financial future.

Welcome to Kevin N. Kitt - UBS Financial Services Inc., your trusted partner in navigating the complex world of finance. Conveniently located at 8 Main Street in the charming town of Southampton, New York, we are committed to serving our community with personalized financial solutions and expert guidance. At Kevin N. Kitt - UBS Financial Services Inc., we understand that every client's financial journey is unique. Our team of experienced professionals is dedicated to providing tailored strategies to help you achieve your financial goals, whether they involve investment management, retirement planning, wealth preservation, or estate planning.

Welcome to Charles Schwab, your trusted partner in navigating the world of finance, conveniently located at 16 Hill Street, Southampton, New York. At Charles Schwab, we are committed to providing personalized financial solutions tailored to meet your unique needs and goals. Our team of experienced professionals is dedicated to helping you achieve financial success through a comprehensive range of services, including investment management, retirement planning, and wealth advisory. Whether you're an individual investor seeking guidance or a business owner looking for strategic financial advice, we are here to support you every step of the way. Our client-centric approach ensures that you receive the attention and expertise necessary to make informed decisions and secure your financial future.

Welcome to Sean Hattrick - UBS Financial Services Inc., your trusted partner in financial success, located at 8 Main Street, Southampton, New York. Our firm is dedicated to providing personalized financial services to help you achieve your financial goals. With a comprehensive range of solutions, including wealth management, investment advice, and retirement planning, we tailor our strategies to meet your unique needs and aspirations. Our experienced team of financial advisors is committed to delivering exceptional service with integrity and professionalism. Whether you're planning for the future, managing current finances, or looking to grow your wealth, Sean Hattrick - UBS Financial Services Inc. is here to guide you every step of the way. Visit us today to discover how we can help you secure a prosperous financial future.

Welcome to Chase Bank, conveniently located at 60 Main Street, Southampton, New York 11968, United States. As a leading provider in banking, finance, and ATM services, we are committed to delivering exceptional financial solutions tailored to your needs. At Chase Bank, we offer comprehensive Business Banking services with expert guidance to help enhance your business's cash flow, provide credit solutions, and manage payroll efficiently. Our suite of services includes online and mobile banking, business credit cards, and custom payment acceptance solutions designed specifically for businesses.

Welcome to the Chase ATM located at 66 Nugent Street, Southampton, New York 11968. As a part of the renowned JPMorgan Chase & Co., this ATM provides convenient access to your banking needs, right in the heart of Southampton. Our ATM services allow you to easily manage your finances with quick and secure access to cash withdrawals, deposits, account inquiries, and more. Whether you're a local resident or just visiting, our state-of-the-art ATM ensures you have access to your funds whenever you need them.

Welcome to ATM (Bethpage) located at 111 Main Street, Southampton, New York 11968. As a leading financial services provider, we are committed to helping you achieve your financial goals with a suite of products tailored to meet your needs. Whether you're looking to save, invest, or manage your finances, we offer competitive rates and expert guidance. Exclusive Offers: - 9-Month Certificate: Earn a remarkable 5.40% APY with a minimum balance of just $50. Enjoy the benefits of saving with high returns, though be mindful of early withdrawal penalties which may affect your earnings.

Welcome to Chase Bank in Hampton Bays, NY Located at 47 West Montauk Highway, Hampton Bays, New York 11946, Chase Bank is your local hub for a wide range of financial services. As a trusted institution in banking, finance, and ATM services, we are committed to meeting the diverse needs of our community.

Welcome to Silver Bay Lending Co., your trusted financial partner located in the heart of Hampton Bays. Situated at 67 West Montauk Highway, New York 11946, we specialize in providing personalized financial solutions designed to meet the unique needs of our community. Our team of experienced professionals is dedicated to helping you navigate the complexities of finance with ease and confidence. Whether you are looking to secure a loan, refinance your mortgage, or explore investment opportunities, Silver Bay Lending Co. is here to guide you every step of the way. Visit us today and discover how we can assist you in achieving your financial goals. Your journey to financial success starts here.

Welcome to M&T Bank, your trusted financial partner located at 168 West Montauk Highway, Hampton Bays, New York. At M&T Bank, we are committed to providing exceptional banking services tailored to meet the needs of our community. Whether you're looking for personal banking solutions, business banking services, or expert financial advice, our dedicated team is here to assist you every step of the way. As a full-service bank, we offer a wide range of products and services, including checking and savings accounts, loans, mortgages, and investment options, all designed to help you achieve your financial goals. Our customer-focused approach ensures that you receive personalized attention and solutions that are right for you.

Welcome to Chase ATM located at 47 West Montauk Highway, Hampton Bays, New York 11946, United States. As a part of JPMorgan Chase & Co., our ATM is here to meet your financial needs efficiently and securely. Whether you're withdrawing cash, checking your account balance, or making deposits, our ATM services are designed to provide you with convenient access to your finances. At Chase, we understand the importance of managing your financial life effectively. That's why we offer a range of services beyond ATM transactions. With our Business Banking solutions, you can receive expert guidance on improving cash flow, accessing credit solutions, and managing payroll. Our comprehensive suite includes online and mobile banking, business credit cards, and payment acceptance solutions tailored for businesses.

Welcome to Schwenk Wealth Group Located at 223 West Montauk Highway, Hampton Bays, New York, Schwenk Wealth Group is your trusted partner in finance and wealth management. Our mission is to help you prioritize your financial objectives and prepare to achieve them through professional wealth management strategies. We are dedicated to guiding our clients in navigating the financial landscape, whether it's managing investments, planning for retirement, or building a secure financial future.

Welcome to Michael Schwenk - RBC Wealth Management, located at 223 West Montauk Highway, Hampton Bays, New York. As a leading finance firm, we specialize in professional wealth management, helping you prioritize your financial objectives and prepare to achieve them. Our dedicated team is committed to assisting you in navigating the complexities of wealth building, ensuring a secure financial future. We are proud to announce that our Financial Advisor, Michael Schwenk, was recognized as a Forbes Next-Gen Wealth Advisor in 2023. This national acknowledgment affirms our commitment to providing exceptional service to our clients.

Welcome to Joseph Jamison - RBC Wealth Management Financial Advisor Located at 223 West Montauk Highway, Hampton Bays, New York, Joseph Jamison is your trusted partner in navigating the complex world of finance. As a dedicated financial advisor, Joseph offers personalized wealth management services designed to help you prioritize your financial objectives and prepare to achieve them. At RBC Wealth Management, we understand the importance of a tailored approach to financial planning, ensuring that your unique needs and aspirations are at the forefront of everything we do.

Welcome to Christopher Drew - RBC Wealth Management Financial Advisor, your trusted partner in navigating the complex world of finance. Situated at 223 West Montauk Highway in the picturesque Hampton Bays, New York, our firm is dedicated to providing personalized financial guidance and strategic investment solutions to help you achieve your financial goals. As a Senior Vice President and Financial Advisor with the RBC Wealth Management Consulting Group, Christopher Drew brings a wealth of expertise and a commitment to excellence. In an ever-evolving economic landscape, where the federal government’s debt has doubled since 2015, Christopher offers insightful advice and strategies to navigate these challenges. Our Midyear Outlook provides valuable perspectives on market trends and economic conditions, emphasizing the importance of sound portfolio management amidst political and economic noise.