Investment products review in New York City, New York

Ameritas is an insurance agency located at 330 7th Avenue in New York, New York, United States. They specialize in helping individuals, families, and organizations create long-term financial plans to prepare for the future. Their products and services include dental, vision, and hearing care plans, as well as comprehensive business planning and employee benefits. Ameritas believes in teamwork when it comes to investing in your financial goals. Their qualified professionals can help you create a personalized strategy to achieve your dreams. They offer a range of insurance and investment products to help you feel secure and confident about your financial future.

Wamba Brokerage and Financial Inc. is a comprehensive institution offering accounting, finance, and insurance services. Located at 2825 Third Avenue in New York, United States, we specialize in providing our clients with the right insurance products tailored to their specific needs. With a team of experienced professionals who have worked with top tax companies such as HR BLOCK and INTUIT, we are well-equipped to assist you with all your tax requirements. In addition to our accounting and insurance services, we also offer shipping services nationally and internationally in partnership with major logistics companies. Our goal is to ensure that your belongings reach their destination safely and efficiently.

Isaac K Capers: Primerica - Financial Services is a reputable finance and insurance agency located in New York, New York, United States. With a focus on providing comprehensive financial services to individuals and families, this institution offers expert advice and solutions to help clients achieve their financial goals. Whether it's retirement planning, investment strategies, or insurance coverage, Isaac K Capers and his team are dedicated to helping clients secure their financial future. With a commitment to excellence and integrity, this institution is a trusted partner for all your financial needs.

Corey Anthony - State Farm Insurance Agent is a well-established insurance agency located at 579 Gramatan Avenue in Mount Vernon, New York. With 25 years of experience serving the community, Corey Anthony is dedicated to providing outstanding customer service to families and businesses alike. His office offers a wide range of insurance products including Auto, Home, Life, Health, and Business Insurance. In addition to insurance, Corey can also assist with all your financial needs such as Banking and Financial products. Corey has received numerous awards and recognition for his exceptional service, and his philosophy is centered around putting the customer first and helping them plan for the future they want. The agency is licensed to do business in NY, CT, and NJ. Whether you need insurance coverage or financial planning assistance, Corey Anthony and his team are here to help. Contact them today to learn more about how they can assist you in protecting yourself and planning your financial future.

Watertown Insurance Services is a local, family-owned, and trusted insurance agency located at 91 Public Square in Watertown, New York. Since 1947, we have been providing high-quality, value-added insurance services to our clients. As a third-generation family-owned independent agency, we have strong relationships with over fifty reputable insurance companies. Our experienced staff works diligently to find the most competitive and appropriate insurance products that meet the individual needs and budget of our clients. We offer a wide range of coverage options for both personal and business insurance needs.

US Annuity & Life Agency is a trusted insurance agency located at 499 Chestnut Street in Cedarhurst, New York. We specialize in providing a wide range of insurance products, including annuities and life insurance policies, to meet the individual needs of our clients. Our experienced agents are dedicated to helping you find the right coverage to protect your financial future. Contact us today to learn more about our services and how we can help you secure peace of mind for you and your loved ones.

Guardian Life Insurance Co-America, located at 990 Stewart Avenue in Garden City, New York, is an insurance agency that offers a variety of insurance plans and policies to help individuals thrive today while preparing for tomorrow. The institution recently announced a record-breaking $1.398 billion dividend allocation for participating policyholders, showcasing their dedication to inspiring well-being. With a reputation for delivering on promises, Guardian has been recognized by organizations such as the Human Rights Campaign, DALBAR, and J.D. Power. Their commitment to customer service excellence is reflected in their J.D. Power 2022 Certified Customer Service Program recognition.

Dean Boucounis - Mutual of Omaha Advisor is an insurance agency located at 96 Country Club Lane in Grand Island, New York, United States. As a licensed insurance agent and investment professional with Mutual of Omaha Insurance Company, Dean Boucounis strives to provide top-notch service to clients. Customers can feel confident knowing that Dean has undergone thorough background checks and is listed on FINRA BrokerCheck. Whether you need insurance coverage or investment advice, Dean Boucounis is dedicated to helping you make informed decisions for your financial future.

Farmers Insurance - Roger Schapiro is a premier local insurance agency located at 8500 Roll Road in Clarence Center, New York, United States. With over 30 years of experience in the industry, we specialize in providing excellent coverage options at competitive rates for home, auto, umbrella, and business insurance. Our office is conveniently located just 15 miles from downtown Buffalo, serving the entire Western New York region. Whether you are looking for comprehensive coverage, collision coverage, deductibles, or medical payments, our experienced team can help you navigate the complexities of selecting the right insurance plan for your needs and budget. We offer online quotes for auto insurance with discounts to help you save money.

Joe Sassano is a reputable finance and insurance agency located at 6 North Lawn Avenue in Elmsford, New York, United States. With a strong commitment to providing personalized and reliable financial services, Joe Sassano offers a wide range of insurance products and financial solutions to meet the needs of individuals and businesses alike. Their team of experienced professionals is dedicated to helping clients navigate the complexities of the financial world and secure their future. Trust Joe Sassano for all your finance and insurance needs.

Raymond Barrett: Allstate Insurance is a trusted insurance agency located at 15 Great Neck Road in Great Neck, New York. As part of the reputable Allstate Insurance company, they offer a wide range of insurance products and services to meet the needs of individuals, families, and businesses. With a focus on providing personalized service and comprehensive coverage options, Raymond Barrett: Allstate Insurance is committed to helping clients protect what matters most. Contact them today for expert guidance and peace of mind.

Paul D'Errico - State Farm Insurance Agent is an insurance agency located at 54 Miller Road, Mahopac, New York, United States. They provide a range of insurance products to help protect you, your family, and your assets. Whether you need auto, home, life, or pet insurance, they have you covered. At Paul D'Errico - State Farm Insurance Agent, they understand the importance of responsible driving and offer tips to help you avoid the dangers of drinking and driving. They also emphasize the importance of pet insurance to protect your furry family members against the unexpected.

National Life Group is an established insurance agency located at 13211 Sanford Avenue in New York, United States. With a strong commitment to providing financial protection and security to individuals and families, National Life Group offers a wide range of insurance products and services tailored to meet the unique needs of their clients. Their team of experienced professionals strive to deliver exceptional customer service and personalized solutions to help clients achieve their financial goals and safeguard their future. Whether you are looking for life insurance, retirement planning, or investment options, National Life Group is dedicated to helping you navigate the complexities of insurance and financial planning with confidence and peace of mind.

Bridge Insurance Agency & Greaves Financial Services is a trusted insurance agency located at 1288 Coney Island Avenue in New York, United States. They offer a wide range of insurance products and financial services to meet your needs. Whether you are looking for auto, home, life, or business insurance, they have you covered. Their team of experienced professionals is dedicated to providing personalized service and finding the best solutions for your individual needs. Contact them today at 718-783-2722 or email eustace@greavesinsurance.com to schedule a comprehensive insurance review. Don't wait until it's too late – protect yourself and your assets with Bridge Insurance Agency & Greaves Financial Services.

Gurpreet Singh: Primerica - Financial Services is a reputable finance and insurance agency located at 71 South Central Avenue in Valley Stream, New York, United States. With a commitment to providing top-notch financial services to individuals and families, the institution offers a wide range of products and solutions to help clients achieve their financial goals. Whether you are looking for insurance coverage, investment opportunities, or retirement planning, the experienced team at Gurpreet Singh: Primerica is dedicated to helping you make informed decisions and secure your financial future. Visit their office today to learn more about how they can assist you in achieving financial success.

Farmers Insurance - Kenneth Lilley is a local insurance agency located at 672 Ridge Road in Webster, New York, United States. As a Farmers agent, Kenneth Lilley helps customers identify the best insurance coverage for their needs. Whether you need auto, home, renters, business insurance, or more, Kenneth has the knowledge and experience to assist you in understanding your options. By providing personalized service, Kenneth aims to make you smarter about insurance and ensure you are adequately protected. If you have questions about comprehensive coverage, deductibles, or any other insurance-related inquiries, Kenneth is happy to help. He can simplify the process of selecting the right car insurance coverage for your budget and needs. By offering online quotes and insurance discounts, he can help you save money on your premiums.

Lieber & Lieber, LLP is a prestigious finance and legal institution located at 1 Great Neck Road in Great Neck Plaza, New York, United States. With a team of experienced attorneys and financial experts, Lieber & Lieber, LLP offers a wide range of services including financial planning, investment management, estate planning, and legal representation. Clients can trust in the expertise and professionalism of Lieber & Lieber, LLP to provide top-notch financial and legal solutions tailored to their individual needs.

Hiline is a reputable institution located at 304 South Franklin Street in Syracuse, New York, specializing in accounting and finance services. With a team of experienced professionals, Hiline offers a wide range of financial solutions to individuals and businesses. Whether you need help with tax preparation, financial planning, or investment management, Hiline is dedicated to providing top-notch services tailored to meet your specific needs. Trust Hiline for all your accounting and finance needs in the Syracuse area.

Agarunov Law Firm is a premier legal institution located at 30 Broad Street in New York, New York. Specializing in various areas of law, our team of experienced lawyers is dedicated to providing top-notch legal services to our clients. Whether you are facing a personal injury case, need assistance with a real estate transaction, or require representation in a criminal matter, our firm is here to help. With a commitment to excellence and a track record of success, Agarunov Law Firm is the trusted choice for all your legal needs.

Brian Makey - Thrivent is a finance institution located at 4476 Main Street, Amherst, New York, United States. Our team of financial professionals is available for appointments Monday through Thursday from 9 a.m. to 4 p.m., with evening appointments also available. We offer licensing through your State Insurance Department's website, which can be found through the National Association of Insurance Commissioners website. Please note that Thrivent and our financial professionals do not provide legal, accounting, or tax advice. It is recommended that you consult with your attorney or tax professional for such matters. Our team members may not provide all products, programs, and services in all states.

Merrill Lynch Financial Advisor Gerald L. Cornish is located at 6245 Sheridan Drive in Williamsville, New York, United States. The institution offers a range of finance services and is proud of their advisors who have received recognition from financial industry publications and Bank of America Corporation. The team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service. The advisors focus on understanding the client's family, goals, and priorities to create a customized financial approach. With access to the global resources of Merrill and banking solutions from Bank of America, the team helps clients manage, grow, and preserve their wealth while pursuing their financial goals. Through the Investment Personality Assessment, Merrill advisors can understand the client's investing preferences and create a personalized plan centered on their goals. The team at Merrill Lynch works with clients to regularly review and adjust their financial approach to help them stay on track to achieve their goals. With a focus on personalized investment strategies and comprehensive financial solutions, Merrill Lynch Financial Advisor Gerald L. Cornish is committed to helping clients live their best financial life.

Dash Capital, LLC #MaxYourDash is a leading finance and insurance agency located at 7424 Victor Mendon Road in Victor, New York, United States. Our team of experienced professionals is dedicated to helping our clients maximize their financial potential and secure their future. Whether you are looking for investment opportunities, insurance coverage, or financial planning advice, we are here to provide personalized solutions tailored to your specific needs. Trust Dash Capital, LLC #MaxYourDash to help you navigate the complex world of finance and insurance with confidence and peace of mind.

McKenna Financial Planning is a finance institution located at 626 RXR Plaza in Uniondale, New York, United States. With 16 years of experience working for the largest investment firms on Wall Street, President Jason M. McKenna, CFP®, decided to join the national independent brokerage firm of LPL Financial in 2013 to better serve his clients. Operating under the name McKenna Financial Planning, the institution offers customized financial advice without the pressures of Wall Street firm management. As the #1 independent broker dealer, LPL Financial allows McKenna Financial Planning to choose the appropriate products and services that address clients' needs, as they do not offer any proprietary products. Securities are offered through LPL Financial, and investment advice is offered through The Pinnacle Financial Group, a Registered Investment Advisor. McKenna Financial Planning and The Pinnacle Financial Group are separate entities from LPL Financial. The LPL Financial representative associated with McKenna Financial Planning may discuss and/or transact securities business only with residents of certain states. Visit the website to review interesting calculators and learn more about the services offered by McKenna Financial Planning.

Bouchard Financial Group is a finance institution located at 20 North Main Street in Pittsford, New York, United States. This institution offers securities-related services to residents of specific states, including California, Florida, Georgia, Massachusetts, Maine, Michigan, North Carolina, New Hampshire, New Jersey, Nevada, New York, Pennsylvania, Rhode Island, South Carolina, Texas, and Virginia. Please consult with the financial advisor for information on registration in other states. For parties residing outside of the U.S., this information is provided for informational purposes only and should not be construed as an offer to participate in any investment or to buy or sell securities. Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), with Wells Fargo Advisors as the trade name used by Wells Fargo Clearing Services, LLC and WFAFN. Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company.

Kyle Mumpton - Thrivent is a finance institution located at 7897 Oswego Road in New York, United States. They are licensed in multiple states including AZ, FL, GA, IA, ID, IL, IN, KY, MA, MD, MI, MT, NC, NV, NY, OH, PA, TN, TX, VA, WI, and WV. Licensing information can be found through the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice. Clients are advised to consult their attorney or tax professional for such matters. Thrivent offers advice and guidance through its Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients can also opt for Dedicated Planning Services for written recommendations for a fee.

Winterhalter Wealth Management is a finance institution located at 240 Redtail, Orchard Park, New York, United States. This institution offers investment products and services through Wells Fargo Advisors Financial Network, LLC. Please note that securities-related services may only be provided to residents of certain states listed above. Additionally, insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company. It is important to be aware that opinions, comments, and actions taken on Social Media are those of third parties and may not reflect the views of Winterhalter Wealth Management. Please consult with a financial advisor for more information, as they may not be registered in all states. For individuals residing outside of the U.S., the information provided is for informational purposes only and should not be construed as an offer to participate in any investment. We recommend reviewing the terms and conditions of any third-party websites before entering.

Gisell Rivera: Primerica - Financial Services is a reputable finance and insurance agency located at 570 Taxter Road in Elmsford, New York. With a focus on providing comprehensive financial services to clients, Gisell Rivera and her team offer a range of products including life insurance, investments, and retirement planning. Their knowledgeable staff is dedicated to helping individuals and families achieve their financial goals and secure their futures. Whether you are looking for insurance coverage or investment advice, Gisell Rivera: Primerica - Financial Services is committed to providing personalized solutions tailored to your specific needs.

Susan O'Rourke - Financial Advisor at Ameriprise Financial Services, LLC, located at 1969 Palmer Avenue in Larchmont, New York, is dedicated to helping clients achieve their financial goals. Whether it's planning for retirement, education, or a major purchase, Susan offers personalized investment and portfolio recommendations tailored to individual goals and risk tolerance. Regular meetings and progress reviews ensure that strategies are updated as life changes. Clients can easily access their investments and track progress towards their goals securely from any device. For those interested in learning more, a complimentary initial consultation can be scheduled to discuss financial planning concepts and determine an appropriate investment strategy. Ameriprise Financial Services, LLC, a registered investment adviser, offers investment products and services to help clients navigate market volatility and achieve a more confident financial future. Securities are offered through Ameriprise Financial Services, LLC, and Susan O'Rourke is registered to conduct securities business in certain states.

Robert Martino - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 1200 Veterans Memorial Highway, Hauppauge, New York, United States. As a part of Ameriprise Financial Services, LLC, Robert Martino offers personalized financial advice and planning services to help clients reach their financial goals. Each advisor at Ameriprise has specific areas of focus, allowing clients to find an advisor that aligns best with their needs. Clients can review the backgrounds, credentials, and experience of advisors before requesting a consultation. By filling out the "Request consultation" form, clients can connect with Robert Martino or another desired advisor for a complimentary initial consultation to discuss their financial goals and create a personalized plan.

Real Estate & Mortgage Financing with Glenn Chiarulli is a reputable finance institution located at 1888 Hylan Boulevard in New York, United States. Specializing in real estate and mortgage financing, Glenn Chiarulli offers expert guidance and personalized solutions to help clients achieve their property ownership goals. With a wealth of experience and a commitment to customer satisfaction, this institution is dedicated to providing top-notch financial services in the competitive real estate market. Trust Glenn Chiarulli for all your real estate and mortgage financing needs.