TOP 30 Best Investment management firm in New York City, New York

Campasano Law, P.C. is a reputable law firm specializing in estate planning and real estate law, located in West Islip, New York. With their office conveniently situated at 248 Higbie Lane, they offer expert legal services to clients in need of assistance with wills, trusts, probate, property transactions, and more. The experienced attorneys at Campasano Law, P.C. are dedicated to providing personalized and comprehensive legal solutions to help their clients achieve their goals and protect their assets. Whether you are planning for the future or dealing with a real estate issue, you can trust Campasano Law, P.C. to provide professional guidance and support every step of the way.

Iconoclastic Capital Management is a dynamic and innovative finance institution located at 17 Prince Street in Rochester, New York. Our team of experienced professionals is dedicated to challenging conventional investment strategies and thinking outside the box to deliver exceptional results for our clients. With a focus on cutting-edge research and a commitment to excellence, Iconoclastic Capital Management is the go-to choice for individuals and businesses seeking a fresh approach to wealth management. Contact us today to learn more about how we can help you achieve your financial goals.

Kristopher J. Weinisch, CFP®, ChFC®, CLU®, RICP®, Wealth Management Advisor is a reputable finance institution located at 400 Broadhollow Road in Melville, New York, United States. With a team of highly qualified professionals, they specialize in providing comprehensive wealth management services to help individuals and families achieve their financial goals. Whether it's retirement planning, investment management, or estate planning, they offer personalized solutions tailored to each client's unique needs. With a commitment to excellence and a track record of success, Kristopher J. Weinisch, CFP®, ChFC®, CLU®, RICP®, Wealth Management Advisor is a trusted partner in helping clients secure their financial future.

Welcome to Sonya Jindra - Bringing You The Best In Real Estate, your premier real estate service provider located in the heart of Hamburg, New York. Situated at 302 Buffalo Street, we are dedicated to offering personalized and comprehensive real estate solutions to meet your unique needs. Whether you're buying, selling, or investing in property, our experienced team is committed to delivering exceptional service and expertise. With a deep understanding of the local market, we strive to make your real estate journey seamless and successful. Contact us today to discover how we can help you achieve your real estate goals with professionalism and integrity.

Welcome to Tree of Life Realty & Management LLC, your premier real estate agency located at 3 Cove Lane, Brooklyn, New York 11234. We are dedicated to providing the highest quality service to our clients, ensuring a seamless experience whether you are buying, selling, or renting properties in New York and the surrounding areas. At Tree of Life Realty, we are passionate about real estate, from the excitement of achieving extraordinary outcomes to the meticulous details of deal-structuring. Our team is committed to delivering exceptional service, going above and beyond to meet your needs. We believe our clients deserve more—more competency, more care, and more focus. That’s why we offer a higher level of service and expertise than any other real estate organization in Brooklyn, NY.

Whipple City Realty Group Inc. is a prestigious real estate agency located at 33-35 Main Street in Greenwich, New York, United States. Our dedicated team of experienced real estate professionals is committed to providing top-notch service to our clients. Whether you are looking to buy, sell, or rent a property, we are here to help you every step of the way. Contact us today to learn more about how we can assist you with all of your real estate needs.

Mekhtiyev Law Firm, P.C. is a reputable legal institution located in the heart of New York City. Specializing in various areas of law including real estate, this firm offers expert legal services to clients in need of professional representation. With a commitment to providing personalized attention and high-quality legal advice, Mekhtiyev Law Firm, P.C. is dedicated to helping clients navigate the complexities of the legal system. Whether you are in need of legal assistance for a real estate transaction or require representation in a legal dispute, Mekhtiyev Law Firm, P.C. is here to help. Contact us today to schedule a consultation at our office located at 110 West 40th Street, New York, New York.

Drucker Wealth Management is a renowned financial institution located at 2 Park Avenue in New York, New York. Specializing in accounting and finance, our team of experts is dedicated to helping individuals and businesses achieve their financial goals. With a focus on personalized service and strategic planning, we provide comprehensive wealth management solutions tailored to each client's unique needs. Trust Drucker Wealth Management to guide you towards a secure financial future.

The Brooke Law Firm is a prestigious finance and legal institution located at 85 West Main Street in Bay Shore, New York, United States. With a team of experienced lawyers specializing in various areas of law, including finance, The Brooke Law Firm is dedicated to providing top-notch legal services to clients in the Bay Shore area and beyond. Whether you are in need of assistance with financial matters or require legal representation, The Brooke Law Firm is committed to delivering exceptional results and personalized attention to each client.

Welcome to Invictus Property Advisors, your premier commercial real estate brokerage firm located in the heart of Manhattan, New York City. Situated at 222 West 37th Street, we specialize in providing expert guidance and personalized solutions for all your commercial real estate needs. Whether you are looking to buy, sell, or lease commercial properties, our team of experienced advisors is dedicated to helping you navigate the dynamic New York real estate market with ease and confidence. At Invictus Property Advisors, we pride ourselves on our deep market knowledge, strategic approach, and commitment to delivering exceptional service to our clients. Our comprehensive range of services includes property valuation, investment analysis, tenant representation, and strategic planning, ensuring that you receive the most effective and tailored solutions for your business goals.

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.

The Ambitious Legacy Firm is a renowned law firm located in Uniondale, New York, United States. With a team of skilled and experienced lawyers, we are dedicated to providing top-notch legal services to our clients. Our firm specializes in a wide range of practice areas, including business law, estate planning, real estate, and more. We are committed to upholding the highest standards of professionalism and integrity, and strive to achieve the best possible outcomes for our clients. Contact us today to learn more about how we can assist you with your legal needs.

Welcome to FIT Powered by REAL Broker, your premier real estate agency located in the vibrant heart of Queens, New York City. Situated at 35-37 36th Street, our dedicated team of experienced professionals is committed to providing exceptional real estate services tailored to meet your unique needs. Whether you're buying, selling, or investing in property, we offer comprehensive solutions and personalized guidance to help you navigate the dynamic New York City real estate market. At FIT Powered by REAL Broker, we prioritize building lasting relationships with our clients, ensuring a seamless and successful real estate experience. Discover the difference with us today and let us help you find your perfect space in the city that never sleeps.

Chauncey Property Management is a reputable and reliable property management institution located at 263 Central Avenue in Rochester, New York. With a commitment to excellence and a focus on customer satisfaction, we specialize in managing residential and commercial properties in the Rochester area. Our experienced team of professionals is dedicated to providing top-notch services, including property maintenance, tenant screening, rent collection, and more. Whether you are a property owner looking for a trusted management company or a tenant seeking a quality rental property, Chauncey Property Management is here to meet your needs. Contact us today to learn more about our services and how we can help you with your property management needs.

The New York Life Building is an iconic skyscraper located at 51 Madison Avenue in the heart of New York City. This historic institution is home to the headquarters of New York Life Insurance Company, one of the oldest and largest life insurance companies in the United States. The building's stunning architecture and prime location make it a prominent landmark in the city skyline. With a rich history dating back to its construction in 1928, the New York Life Building continues to be a symbol of financial stability and success in the bustling metropolis.

Welcome to All County Great Bay Property Management, your trusted partner in property management and real estate services located in Bohemia, New York. Situated at 80 Orville Drive, our dedicated team is committed to providing exceptional property management solutions tailored to meet the unique needs of property owners and tenants in the Greater Bay area. At All County Great Bay, we specialize in a comprehensive range of services designed to maximize your investment's potential while ensuring a seamless rental experience. Our expertise spans tenant screening, lease management, property maintenance, and financial reporting, all delivered with a focus on professionalism and integrity.

Mid City Brokerage Corporation is a leading institution located at 386 Broadway in New York, United States. Specializing in accounting, finance, and insurance services, our team of experienced professionals is dedicated to providing top-notch financial solutions to our clients. With a focus on personalized service and attention to detail, we strive to help individuals and businesses achieve their financial goals. Whether you are looking for expert tax advice, investment guidance, or insurance coverage, Mid City Brokerage Corporation is here to help. Visit us today to learn more about how we can assist you with your financial needs.

Welcome to Marked Realty & Management, your trusted partner in real estate located in the heart of Brooklyn, New York. Situated at 4403 15th Avenue, our agency is dedicated to providing exceptional real estate services to the vibrant and diverse communities of New York City. At Marked Realty & Management, we specialize in a wide range of real estate solutions, including buying, selling, and renting residential and commercial properties. Our team of experienced and knowledgeable agents is committed to delivering personalized service tailored to meet the unique needs of each client. Whether you're a first-time homebuyer, looking to invest, or seeking the perfect rental, we are here to guide you every step of the way.

Shorecrest Property Management is a premier real estate agency located at 54305 County Road 48 in Southold, New York. Our dedicated team of professionals specializes in managing properties for both residents and vacationers in the beautiful region of the North Fork. Whether you are looking to buy, sell, or rent a property, our experienced agents are here to help you every step of the way. With a commitment to exceptional service and attention to detail, Shorecrest Property Management is your trusted partner in all of your real estate needs.

Fortitude Investment Group is a finance institution located at 417 East Main Street, Port Jefferson, New York, United States. They believe in helping clients achieve their personal, professional, and financial goals by providing comprehensive financial planning services. Their team is committed to earning client relationships every day by investing time and expertise selflessly. They offer services in financial planning to address every phase of a client's financial life. Potential clients are invited to spend an hour discussing their financial goals with an investment professional. The institution values transparency and encourages clients to check the background of their investment professionals on FINRA's BrokerCheck. They provide educational information on investments, but advise clients to consult with a professional regarding their individual circumstances. Securities are offered through Concorde Investment Services, LLC, and advisory services through Concorde Asset Management, LLC. Fortitude Investment Group is independent of CIS, CAM, and CIA. Investors are advised to carefully consider the risks and charges of variable annuities before investing. The institution emphasizes that investment returns and principal value are not guaranteed, and product guarantees are based on the claims-paying ability of the issuing company.

Stonebrook Wealth Management, located at 3010 Westchester Avenue in Harrison, New York, provides financial guidance, investment management, and retirement planning services to individuals, families, businesses, and organizations. As an independent wealth management firm utilizing LPL Financial as its custodian, Stonebrook offers personalized advice and guidance tailored to each client's specific needs. With offices in New York and South Florida, the team at Stonebrook is dedicated to helping clients build a strong retirement income stream and achieve financial independence. With access to a wide array of products and services, Stonebrook strives to simplify its clients' financial lives and provide them with confidence on their journey to financial security. Securities and Advisory Services are offered through LPL Financial, a Registered Investment Advisor, with representatives available to assist residents in New York, New Jersey, Connecticut, Florida, Rhode Island, Illinois, North Carolina, and Hawaii.

Arcadia Wealth Management is a finance institution located at 10 Edgewood Avenue, Smithtown, New York, United States. We are a multi-generational, fee-only financial planner dedicated to helping our clients achieve peace of mind and confidence at every stage of life. Our goal is to help clients create and preserve wealth for future generations, generate retirement income, and simplify their lives while creating a legacy for their loved ones. Our team, including father-daughter duo Walter Wisniewski and Allison Vanaski, is committed to bringing families together to empower them to plan for life’s transitions, protect their loved ones, and pursue the life they desire. As a Fee-Only Fiduciary, we provide Comprehensive Financial Life Planning and sophisticated Investment Management to our clients and their future generations.

Prato Capital Management is a finance institution located at 70 Gedney Way in White Plains, New York, United States. Specializing in financial management and investment services, Prato Capital Management offers tailored solutions to help clients achieve their financial goals. With a team of experienced professionals, the institution provides personalized guidance and expertise to navigate the complex world of finance. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, Prato Capital Management is committed to delivering top-notch financial services to meet your needs.

Merrill Lynch Wealth Management is a prestigious finance institution located at 360 Hamilton Avenue in White Plains, New York, United States. With a reputation for excellence in wealth management services, Merrill Lynch offers a wide range of financial solutions to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or estate planning, Merrill Lynch's team of experienced financial advisors is dedicated to providing personalized and comprehensive financial guidance. Visit Merrill Lynch Wealth Management today to start planning for a secure financial future.

Capital Financial Advisors of New York is a premier financial institution located at 10 Maxwell Drive in New York, United States. Specializing in finance, our team of expert advisors provides personalized financial planning and investment services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, we offer a comprehensive range of services tailored to each individual's unique needs. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Capital Financial Advisors of New York is here to help you navigate the complexities of the financial world.

Columbia-Rensselaer Property Management, LLC is a reputable general contractor located at 60 Ottoville Road in Valatie, New York, United States. With a strong focus on property management, they offer a wide range of services to meet the needs of both residential and commercial properties. Their experienced team is dedicated to providing top-notch construction and maintenance services, ensuring that every project is completed to the highest standards. Whether you are looking to renovate your home or need assistance managing your commercial property, Columbia-Rensselaer Property Management, LLC is the trusted choice for all your property management needs.

Clute Wealth Management is a leading finance institution located at 152 Tom Miller Road in Plattsburgh, New York, United States. Specializing in wealth management services, their team of experienced financial advisors are dedicated to helping clients achieve their financial goals. With a focus on personalized strategies and comprehensive financial planning, Clute Wealth Management offers a range of services including investment management, retirement planning, estate planning, and more. Clients can trust in their expertise and commitment to providing tailored solutions to help them secure their financial future.

Castle Wealth Management, located at 15 East 5th Street in Jamestown, New York, is a trusted financial institution that has been serving individuals and families for over 20 years. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management solutions. With over $400 million in assets under management, we are committed to providing the best possible service to each client. As a Registered Investment Advisory firm, we adhere to the CFA Institute’s Asset Manager Code of Professional Conduct, ensuring that we always act as fiduciaries, putting our clients' best interests first. We are compensated through fully disclosed fees, eliminating any conflicts of interest that may arise from commissions or third-party incentives. Our team is focused on providing personalized service and current financial knowledge to help clients navigate the complexities of wealth management.

Merrill Lynch Wealth Management, located at 55 Southwestern Drive in Jamestown, New York, offers a wide range of financial services for individuals, families, business owners, executives, and institutions. With years of combined wealth management knowledge and experience, our advisors can provide personalized financial strategies to help you navigate rising or turbulent markets. Our advisors go beyond wealth planning advice to offer retirement income planning, guidance on concentrated stock positions, traditional investments, and access to estate planning services through Bank of America. We work closely with your outside professionals, such as accountants and tax attorneys, to create comprehensive financial strategies tailored to your long-term objectives.

Schwartzman Law Firm, PLLC is a reputable finance and legal institution located at 1110 South Avenue in New York, United States. Specializing in providing expert legal services in finance-related matters, their team of experienced lawyers is dedicated to helping clients navigate complex legal issues with professionalism and efficiency. With a track record of success and a commitment to client satisfaction, Schwartzman Law Firm, PLLC is a trusted partner for individuals and businesses seeking top-notch legal representation in the finance industry.