TOP 30 Investment management firms in New York, New York

1947 results found

Mid-Atlantic Securities, Inc. is a leading finance institution located at 98 Cuttermill Road in Great Neck, New York. With a strong presence in the financial industry, Mid-Atlantic Securities, Inc. offers a wide range of services including investment management, financial planning, and wealth management. Their team of experienced professionals is dedicated to providing personalized solutions to help clients achieve their financial goals. Whether you are an individual investor or a corporate entity, Mid-Atlantic Securities, Inc. is committed to providing top-notch financial services to meet your needs.

First Sterling Financial Inc is a reputable finance institution located at 111 Great Neck Road in Great Neck, New York, United States. Our team of experienced professionals specializes in providing a wide range of financial services, including investment management, wealth planning, and retirement solutions. With a commitment to excellence and personalized service, we strive to help 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.

Wei Xia is a reputable finance institution located at 244-05 Northern Boulevard in New York, United States. With a strong focus on providing top-notch financial services to its clients, Wei Xia is committed to helping individuals and businesses achieve their financial goals. Whether you need assistance with investments, loans, or other financial matters, the experienced professionals at Wei Xia are dedicated to providing personalized solutions to meet your needs. Trust Wei Xia to deliver reliable and efficient financial services to help you secure a prosperous financial future.

Wellbeing Financial is a finance institution located at 55 Knickerbocker Road in Manhasset, New York, United States. We specialize in providing comprehensive financial services to help individuals and businesses achieve their financial goals and secure their future. Our team of experienced professionals is dedicated to providing personalized solutions that prioritize our clients' wellbeing and financial success. Whether you need assistance with investment planning, retirement savings, or wealth management, Wellbeing Financial is here to help you navigate the complexities of the financial world with confidence and peace of mind.

Merrill Lynch Financial Advisor John Pierce Jonza, located at 266 Merrick Road, Lynbrook, New York, United States, is a finance institution dedicated to managing your wealth through a personalized and flexible strategy tailored to your financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, John Pierce Jonza and his team offer personalized wealth management strategies to help you pursue your goals. By participating in the community and volunteering with local organizations, John Pierce Jonza follows the Merrill tradition of building strong client relationships based on trust and personalized service. Through the Merrill Personal Wealth Analysis™, a personalized plan centered on your goals is developed and documented to help you achieve what matters most to you.

CSMG Capital Solutions is a comprehensive financial institution located at 205-17 Jamaica Avenue in New York, United States. Specializing in accounting, finance, and real estate services, CSMG Capital Solutions offers expert advice and solutions for all your financial needs. Whether you are looking to manage your investments, secure a mortgage, or navigate the complex world of real estate transactions, our team of professionals is here to help. Trust CSMG Capital Solutions to provide you with top-notch financial services tailored to your individual goals and needs.

Merrill Lynch Financial Advisor Frank Pellegrino, located at 1325 Franklin Avenue, Garden City, New York, United States, is a prestigious institution in the finance industry. Recognized by Forbes for their exceptional wealth management teams and advisors, they are dedicated to providing exemplary client service. Backed by the global resources of Merrill, their team of talented and experienced individuals is committed to building strong client relationships based on trust and personalized service. They focus on understanding your goals, priorities, and aspirations to create a customized financial approach that helps you pursue what matters most to you. With access to investment insights and banking solutions, they work with you to develop a plan that addresses your financial needs and helps you achieve your goals. Through ongoing communication and personalized advice, they aim to help you stay on track and adapt to changes in your life and the financial markets. Let Merrill Lynch Financial Advisor Frank Pellegrino help you navigate the complexities of your financial life and work towards your financial goals.

Edward Jones - Financial Advisor: Parikshit Patel is a trusted financial institution located at 666 Old Country Road in Garden City, New York. As a dedicated financial advisor, Parikshit Patel provides personalized and comprehensive financial planning services to help clients achieve their long-term financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, Parikshit Patel is committed to providing sound advice and guidance every step of the way. With a focus on building strong, long-lasting relationships with clients, you can trust in the expertise and professionalism of Edward Jones - Financial Advisor: Parikshit Patel.

Raymond James Financial Services is a finance institution located at 200 Old Country Road in Mineola, New York, United States. They provide a wide range of financial services including investment management, financial planning, retirement planning, and wealth management. With a team of experienced financial advisors, Raymond James Financial Services strives to help individuals and businesses achieve their financial goals and secure their financial future. Their personalized approach and commitment to client satisfaction make them a trusted partner in the world of finance.

Merrill Lynch Financial Advisor David Stoler, located at 1325 Franklin Avenue in Garden City, New York, offers personalized financial services to help clients achieve their goals. With a focus on understanding each client's unique needs and priorities, the institution provides customized investment strategies and financial solutions. By listening to clients and getting to know their financial situation, the team at Merrill Lynch works to design a plan that reflects individual goals and helps manage investment risk. The institution offers access to the investment insights of Merrill and banking solutions from Bank of America, allowing clients to pursue their financial goals through personalized wealth management strategies. With a commitment to building strong client relationships based on trust and personalized service, the team at Merrill Lynch Financial Advisor David Stoler helps clients navigate the complexities of their financial lives and stay on track to achieve what matters most to them.

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.

Merrill Lynch Financial Advisor Ashley Rowland is a finance institution located at 1325 Franklin Avenue, Garden City, New York, United States. Catering to successful professionals and wealthy families, they offer a sophisticated suite of financial strategies tailored to the unique opportunities and challenges their clients face. Operating under the basic premise that much of clients' lives revolve around money, The Russo Rosenstein Group aims to enhance and enrich the complex financial lives of those they serve. They provide boutique-level personal service and attention, going above and beyond typical financial advisors by educating and coaching clients to ensure they follow integrated strategies formulated on their behalf. The institution works with a limited number of clients to build lasting advisory relationships, understanding that each client has unique planning needs that should drive every recommendation. With a planning-based approach honed over many years, The Russo Rosenstein Group helps clients explore and prioritize their goals for themselves, their families, and their communities. They also offer assistance with both personal and business financial needs, including plan design and implementation for business owners. With a focus on high-net-worth and ultra-high-net-worth clients, The Russo Rosenstein Group serves individuals in New York, New Jersey, and over 20 other states, including corporate executives, business owners, partners at law firms, and generations of their families. The institution takes a strategic and analytical approach to examining each client's overall financial picture, ensuring they build fundamental pillars of financial strength for their clientele. By providing superior wealth management services, The Russo Rosenstein Group aims to help clients achieve their financial goals and leave lasting memories for their families.

Matthew Sheerin is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 401 Franklin Avenue, Garden City, New York, United States. The institution, known as Halcyon Financial Partners, has been recognized as one of the Forbes Best-in-State Wealth Management Teams for 2024. The team at Halcyon Financial Partners is dedicated to providing personalized guidance and planning to help clients achieve their financial goals for both today and tomorrow. With a focus on integrity and loyalty, the team seeks to form long-term relationships with clients based on trust and professionalism. If you would like to schedule a complimentary initial consultation or learn more about the services offered, please get in touch. Securities are offered through Ameriprise Financial Services, LLC, and investment products involve risks including possible loss of principal. Matthew Sheerin is registered in certain states for conducting securities business, and more information can be found on FINRA's BrokerCheck website. Contact us today to discuss your financial needs and goals.

Janney Montgomery Scott LLC is a finance institution located at 1001 Franklin Avenue in Garden City, New York, United States. With a long history of providing personalized financial services, Janney Montgomery Scott LLC offers a wide range of investment options to help clients achieve their financial goals. Whether you are looking for retirement planning, wealth management, or investment advice, their team of experienced professionals is dedicated to providing top-notch service and expertise. Trust Janney Montgomery Scott LLC to help you navigate the complex world of finance and secure your financial future.

LPL Financial is a leading finance institution located at 300 Garden City Plaza in Garden City, New York, United States. With a focus on providing comprehensive financial services, LPL Financial offers a wide range of investment options and personalized financial planning solutions to help clients achieve their financial goals. With a team of experienced financial advisors and a commitment to excellence, LPL Financial is dedicated to helping individuals and businesses navigate the complexities of the financial world with confidence and peace of mind.

Merrill Lynch Financial Advisor Raffaele DeGruttola is located at 1325 Franklin Avenue, Garden City, New York, United States. The institution, CDB Wealth Management, believes in building good relationships through teamwork and involvement, delivered by their advisors and wealth management client associates. They offer access to the global investment capabilities of Merrill and the banking convenience of Bank of America. The team at CDB Wealth Management works with clients to identify and prioritize personal financial goals, such as funding education, retirement planning, healthcare costs, and wealth preservation. They offer personalized financial strategies aligned with each client's individual goals. The institution begins every relationship with a conversation to understand the client's priorities and goals. They utilize the Investment Personality Assessment to gain a deeper understanding of each client's investing preferences. The team at CDB Wealth Management helps clients track changes in their lives and goals to ensure their financial approach reflects these changes.

Robert Armieri - Ameriprise Financial Services, LLC is a finance institution located at 333 Earle Ovington Boulevard in Uniondale, New York, United States. If you have any questions or would like to schedule a complimentary initial consultation, feel free to get in touch. Background and qualification information can be found on FINRA's BrokerCheck website. The institution offers a Client Relationship Summary Disclosure and insights on the current market trends. Investment products and services are available through Ameriprise Financial Services, LLC, a registered investment adviser. Securities are offered by Ameriprise Financial Services, LLC, Member FINRA and SIPC. Robert Armieri, the advisor, may conduct securities business with residents of certain states. The institution values meeting clients to discuss their financial goals and cannot guarantee future financial results. Privacy and security are a top priority, with resources available on the website for protection against email fraud. Consider referring friends or family members for financial assistance, as Ameriprise Financial Services, LLC is committed to helping individuals achieve their financial goals.

Woodstock Financial Group is a leading finance institution located at 377 Oak Street in Garden City, New York, United States. With a team of experienced professionals, we offer a wide range of financial services including investment management, retirement planning, and wealth management. Our goal is to help our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how we can help you reach your financial objectives.

Steven J Miller - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 401 Franklin Avenue, Garden City, New York, United States. The institution offers a range of certifications and designations such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate expertise in various areas of financial planning, asset management, estate planning, and retirement planning. The institution is committed to providing clients with comprehensive and personalized financial advice to help them achieve their financial goals.

Thomas Palkovich - Financial Advisor at Ameriprise Financial Services, LLC, located at 1600 Stewart Avenue, Westbury, New York, is a trusted finance institution. With a focus on providing personalized financial advice, Thomas Palkovich helps clients navigate through retirement planning, investment strategies, and other financial goals. With a background and qualifications available on FINRA's BrokerCheck website, clients can trust in the expertise and professionalism of Thomas Palkovich. The institution offers a Retirement InteractiveSM tool to explore important retirement income issues and plan for the future.

Cyprus Financial is a finance institution located at 1790 Hempstead-Bethpage Turnpike in East Meadow, New York. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, we are here to help. At Cyprus Financial, we prioritize customer satisfaction and strive to build long-lasting relationships with our clients. Contact us today to learn more about how we can assist you with your financial needs.

Michael Stallone - Financial Advisor at Ameriprise Financial Services, LLC, located at 1600 Stewart Avenue, Westbury, New York, United States, offers comprehensive financial planning services. With a focus on helping clients achieve their financial goals, Michael Stallone provides personalized advice and guidance to individuals looking to secure their financial future. As a member of FINRA and SIPC, clients can trust in the expertise and professionalism of Ameriprise Financial Services, LLC. From investment products to retirement planning, Michael Stallone is dedicated to helping clients navigate the complexities of the financial world. Take the next step towards a more secure financial future by scheduling a complimentary initial consultation with Michael Stallone today.

Merrill Lynch Financial Advisor Brett J Goldberg, located at 1325 Franklin Avenue, Garden City, New York, United States, offers personalized financial advice and guidance for successful individuals and families. With a focus on long-term planning and investment strategies tailored to your life goals, risk tolerance, and liquidity needs, our team is committed to helping you achieve your financial aspirations. Through one-on-one discovery meetings and in-depth analysis, we work closely with you to create a personalized plan that reflects your unique needs and priorities. Our goal is to help you manage, grow, and preserve your wealth, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, we provide comprehensive financial solutions to address your financial needs. As Merrill Lynch Wealth Management Advisors, we are dedicated to building strong client relationships based on trust and personalized service. Let us work together to help you reach your goals and live your best financial life.

Michael G Conway is a financial advisor at Ameriprise Financial Services, LLC located at 707 Broadway in Massapequa, New York, United States. With a focus on understanding your financial goals and priorities, Michael offers personalized advice to help you plan for the future with confidence. Whether you are saving for college, planning for retirement, or making investments, Michael is dedicated to helping you navigate the expected and unexpected aspects of life. With a background in finance and qualifications verified by FINRA's BrokerCheck website, Michael is committed to providing you with the guidance you need to achieve your financial objectives. Contact Michael G Conway today to start planning for a secure financial future.

Merrill Lynch Financial Advisor Susan Novick is a finance institution located at 1325 Franklin Avenue, Garden City, New York, United States. The team at Merrill Lynch is dedicated to providing exemplary client service and has received recognition from financial industry publications and Bank of America Corporation. Their accolades include being ranked in Forbes' "Best-in-State Wealth Management Teams" in 2024 and "America's Top Women Wealth Advisors Best-in State" in 2022. The team, supported by the global resources of Merrill, is committed to building strong client relationships based on trust and personalized service. They offer wealth management strategies tailored to individual goals and priorities, with a focus on helping clients navigate life's changes and achieve their financial objectives. The team includes a Registered Senior Wealth Management Client Associate and is experienced in areas such as retirement income planning, concentrated stock positions, and sustainable and impact investing solutions. Merrill Lynch Wealth Management Advisors work with clients to create personalized financial plans centered on their goals and values, helping them make informed investment decisions and stay on track to achieve their objectives. The team is dedicated to putting clients first and providing comprehensive financial solutions to help them live their best financial life.

Granata & Associates is a leading finance, health, and insurance agency located at 333 Earle Ovington Boulevard in Uniondale, New York. With a team of experienced professionals, we provide a wide range of services to help individuals and businesses achieve their financial goals and secure their health and assets. Whether you are looking for investment advice, health insurance options, or risk management solutions, Granata & Associates is dedicated to providing personalized and comprehensive services to meet your needs. Contact us today to learn more about how we can help you plan for a secure financial future.

Ohanna Capital is a financial institution located at 90 Merrick Avenue in East Meadow, New York. Specializing in ATM services and finance, Ohanna Capital provides convenient and reliable financial solutions for individuals and businesses in the area. With a commitment to customer satisfaction and professionalism, Ohanna Capital is a trusted partner for all your financial needs.

Neil Lauro - Ameriprise Financial Services, LLC is a finance institution located at 300 Old Country Road, Mineola, New York, United States. Each Ameriprise advisor at this institution has "Top areas of focus" that align with your financial goals. You can review their backgrounds, credentials, and experience to find the advisor that best suits your needs. By filling out the "Request consultation" form, you can connect with your desired advisor who will schedule a complimentary initial consultation with you. Take the first step towards achieving your financial goals with Neil Lauro - Ameriprise Financial Services, LLC.

Edward Jones - Financial Advisor: Vince Perrotta, AAMS™|CRPC™ is a reputable financial institution located at 183 South Wellwood Avenue in Lindenhurst, New York, United States. Specializing in finance, Vince Perrotta offers expert advice and personalized financial planning services to help clients achieve their financial goals. With certifications as an AAMS™ and CRPC™, clients can trust in his expertise and commitment to providing top-notch financial guidance. Whether you are looking to plan for retirement, invest for the future, or manage your wealth, Vince Perrotta at Edward Jones is dedicated to helping you make informed decisions and secure your financial future.

Jason Rogoff - Thrivent is a finance institution located at 1400 Old Country Road, Westbury, New York, United States. With a focus on providing financial guidance to help clients reach their goals, Jason Rogoff - Thrivent is licensed in multiple states including AZ, CA, CT, DE, FL, GA, IA, IL, MA, MD, ME, NC, NJ, NY, PA, SC, TX, VA, and WA. Thrivent and its financial professionals offer advice and guidance through their Financial Planning Framework, with the option for clients to engage in Dedicated Planning Services for written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products and investment advisory services through Thrivent Investment Management Inc. Clients can rest assured that only appropriately appointed and licensed financial advisors and professionals provide insurance products, securities, and investment advisory services. For more information on professional designations and requirements, visit https://www.thrivent.com/designations.