TOP 30 Investments for retirees in New York, New York

367 results found

Edward Jones - Financial Advisor: Eric P Bencivenga is a trusted finance institution located at 400 West Main Street in Babylon, New York, United States. With a focus on personalized financial planning and investment strategies, Eric P Bencivenga offers expert advice and guidance to help clients reach their financial goals. Whether you are looking to save for retirement, plan for your children's education, or grow your wealth, Edward Jones - Financial Advisor: Eric P Bencivenga is dedicated to providing top-notch financial services tailored to your individual needs. Contact them today to start securing your financial future.

Opal Wealth Advisors is a finance institution located at 2 Jericho Plaza in Jericho, New York, United States. Our mission is to help you take control of your finances and achieve the life you've always wanted. We understand that dealing with finances can be overwhelming, which is why we provide personalized attention to simplify the complexity and help you grow your wealth. By partnering with Opal, you can turn your financial goals into triumphs through our Opal Way process. We offer resources to help you pursue a winning financial plan, save time, build wealth, and gain peace of mind. Our highly personalized approach is constantly evolving to meet your individual lifestyle needs, with additional resources available for pre-retirees, women, and entrepreneurs through our "OPAL " program.

Bryant Weintraub, Branch Manager at Ameriprise Financial Services, LLC, located at 200 Broadhollow Road in Melville, New York, is a finance institution offering a wide range of services to meet the diverse needs of individuals and businesses. With certifications such as AAMS, ADPA, AEP, AIF, APMA, AWMA, and many more, Bryant Weintraub and his team are equipped to provide expert advice and guidance on asset management, investment strategies, estate planning, retirement planning, and more. Whether you are a retiree, small business owner, high net worth individual, or in need of specialized financial planning for domestic partnerships or military service, Bryant Weintraub and his team have the knowledge and expertise to help you achieve your financial goals. With a commitment to ethical practices and ongoing education, Bryant Weintraub is dedicated to providing top-notch financial services to clients in the New York area and beyond.

The Retirement Center, located at 125A South Wellwood Avenue in Lindenhurst, New York, is a comprehensive institution offering services in finance, health, insurance, and legal matters. Our team of experts specializes in Personal Financial Planning, Estate Planning, Medicaid Planning, Elder Law, Mortgages, Insurances, and Wealth Management. With our newly renovated office space, we provide a comfortable environment for clients to plan their retirement goals. Our passionate Retirement Specialists are dedicated to helping members of the community achieve financial preparedness for retirement, ensuring worry-free enjoyment of their assets. We prioritize education and transparency, offering guidance on Medicare, Social Security, Estate Planning, Mortgages, and Business Insurance. Contact us today for personalized financial advice and support in achieving your retirement dreams.

The Feaser and Eisenbraun Group - Ameriprise Financial Services, LLC is a finance institution located at 1441 South Avenue in New York, United States. They offer complimentary initial consultations and provide investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Regular progress reviews and updates are conducted to adapt to life changes. Clients can access their investments and accounts securely from any device. The institution also offers insurance solutions to prepare for the unexpected and protect assets. Ameriprise financial advisors are registered in certain U.S. states. The institution emphasizes the importance of meeting to discuss financial goals and offers an initial consultation to provide an overview of financial planning concepts. Ameriprise Financial cannot guarantee future financial results. The institution is a member of FINRA and SIPC. Users of the site agree to abide by the rules and regulations. Referrals are appreciated, and the institution will reach out to them soon. Privacy and security are a top priority, with an Online Security Guarantee and information about email fraud available on the website.

Merrill Lynch Financial Advisor Robert P Ernesto is a reputable finance institution located at 900 South Avenue in New York, United States. With a focus on providing expert financial advice and guidance, clients can trust in the expertise and professionalism of Robert P Ernesto and his team. Whether you are looking to invest, plan for retirement, or manage your wealth, Merrill Lynch Financial Advisor Robert P Ernesto is dedicated to helping you achieve your financial goals.

Cheryl Johnson is a Financial Advisor at Ameriprise Financial Services, LLC located at 90 Linden Oaks, Rochester, New York, United States. She holds various certifications including 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®. Cheryl Johnson specializes in providing comprehensive financial planning services for individuals, retirees, small business owners, and high net worth clients. She is dedicated to helping clients make informed decisions and achieve their financial goals through personalized strategies tailored to their unique needs. With a strong commitment to ethics and professionalism, Cheryl Johnson is a trusted advisor in the field of finance.

The Spafford-Winagle Agency is a reputable finance and insurance agency located at 55 Greenaway Road in Rochester, New York, United States. With a commitment to providing top-notch financial services and insurance solutions, the agency is dedicated to helping clients secure their financial future and protect their assets. Whether you are looking for investment advice, retirement planning, or insurance coverage, the experienced professionals at Spafford-Winagle Agency are here to help. Trust in their expertise and personalized approach to ensure your financial well-being.

Liftbridge Financial Advisors is a leading finance institution located at 6 North Main Street in Fairport, New York, United States. Our team of experienced financial advisors is dedicated to helping individuals and businesses achieve their financial goals through personalized planning and strategic investment strategies. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, Liftbridge Financial Advisors is here to provide expert guidance and support every step of the way. Contact us today to schedule a consultation and start building a brighter financial future.

Kellman Barnes Financial Planning is a leading finance institution located at 1473 Erie Boulevard in Schenectady, New York, United States. With a team of experienced financial planners, we specialize in providing tailored financial solutions to help our clients achieve their financial goals. Whether you are looking to plan for retirement, invest for the future, or manage your wealth, our experts are here to guide you every step of the way. Trust Kellman Barnes Financial Planning to secure your financial future.

Mark Wells is a Financial Advisor at Ameriprise Financial Services, LLC located at 1205 Troy-Schenectady Road, Latham, New York, United States. Mark Wells holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, CAS®, CASL®, CDFA®, CEP™, CExP™, CFA®, CFP®, CFS®, ChFC®, ChSNC™, CIMA®, CKATM, CLTC, CLU®, CPWA®, CRC®, CRPC®, CRPS®, CTFA, CWPP™, FSCP®, MSFS, RICP®, WMCP™. Mark Wells specializes in providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. With a focus on asset management, investment strategies, retirement planning, estate planning, and risk management, Mark Wells is dedicated to helping clients achieve their financial goals with integrity and expertise. Contact Mark Wells today for personalized financial advice tailored to your unique needs and objectives.

Philip Madonna is a Financial Advisor at Ameriprise Financial Services, LLC located at 80 Wolf Road in Albany, New York, United States. He holds several certifications including 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 his expertise in various aspects of finance including asset management, retirement planning, estate planning, investment strategies, risk management, and more. Philip Madonna is dedicated to providing comprehensive financial advice and guidance to individuals, retirees, small business owners, and high net worth clients.

Sasa Mirkovic - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 80 Wolf Road, Albany, New York, United States, is a finance institution offering a wide range of services to meet the financial needs of individuals. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, Sasa Mirkovic is equipped to provide expert advice on asset management, investment strategies, estate planning, retirement planning, and more. Whether you are a retiree, small business owner, high net worth individual, or someone looking for guidance on financial decision-making, Sasa Mirkovic has the expertise to help you navigate the complexities of financial planning. Contact them today to learn more about how they can assist you in achieving your financial goals.

Rebecca DiTata - Financial Advisor, Ameriprise Financial Services, LLC is a prestigious finance institution located at 3 Hemphill Place, Malta, New York, United States. Rebecca DiTata holds several certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing her expertise in asset management, estate planning, investment strategies, and retirement planning. She is dedicated to providing comprehensive financial advice and assistance to individuals, retirees, small business owners, and high net worth clients. With a focus on ethics and professionalism, Rebecca DiTata is committed to helping clients achieve their financial goals and secure their future. Whether you need guidance on investments, insurance products, or estate planning, Rebecca DiTata is well-equipped to provide expert advice and personalized solutions. Contact her today for all your financial planning needs.

Mark Keeling is a Financial Advisor at Ameriprise Financial Services, LLC located at 80 Wolf Road in Albany, New York, United States. Mark holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more. These certifications demonstrate his expertise in asset management, estate planning, retirement planning, investment strategies, and more. Mark is dedicated to providing comprehensive financial advice to individuals, retirees, small business owners, and high net worth clients. With his extensive knowledge and commitment to ethical standards, Mark Keeling is a trusted advisor in the finance industry.

Scott Miller - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 4 Atrium Drive, Albany, New York, United States, is a finance institution offering a range of services to meet the diverse needs of individuals seeking wealth management and financial planning solutions. Scott Miller holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, demonstrating his expertise in asset management, estate planning, retirement planning, and investment strategies. With a focus on ethical practices and comprehensive knowledge in various financial areas, Scott Miller is dedicated to providing tailored financial solutions to clients, including small business owners, retirees, high net worth individuals, and those planning for retirement. Whether you are seeking advice on investments, insurance products, estate planning, or retirement income strategies, Scott Miller is equipped with the expertise and qualifications to guide you through the complexities of financial planning.

The JF Group - Morgan Stanley is a prestigious finance institution located at 1212 Troy-Schenectady Road in Latham, New York, United States. With a strong reputation for excellence in financial services, The JF Group - Morgan Stanley offers a wide range of investment and wealth management solutions for individuals and businesses. Their team of experienced professionals is dedicated to providing personalized advice and guidance to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, The JF Group - Morgan Stanley is committed to delivering exceptional service and results.

Jennifer Ryba Spurgas is a Financial Advisor at Ameriprise Financial Services, LLC, located at 3 Hemphill Place in Malta, New York, United States. Specializing in finance, Jennifer holds various certifications including 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®. With expertise in asset management, estate planning, retirement planning, and investment strategies for individuals, small business owners, and retirees, Jennifer is dedicated to providing comprehensive financial advice and support. As a Certified Military Financial Advisor®, Jennifer also serves veterans and military personnel. With a commitment to ethical practices and continuing education, Jennifer Ryba Spurgas is a trusted and knowledgeable financial professional.

H&R Block is a renowned accounting and finance institution located at 4656 Commercial Drive in New Hartford, New York, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and investment advice. Whether you are an individual or a business owner, H&R Block is dedicated to providing expert financial guidance and support to help you achieve your financial goals. Visit us today to experience the trusted and reliable services that H&R Block has been offering for years.

H&R Block is a leading accounting and finance institution located at 128 West Main Street in Le Roy, New York, United States. With a team of experienced professionals, H&R Block offers a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual or a business owner, H&R Block is dedicated to providing expert advice and assistance to help you achieve your financial goals. Visit us today to experience our top-notch services and personalized solutions.

Applewood Mobile Home Estate is a charming lodging option located at 7 Westfield Drive in Medina, New York, United States. This institution is a cozy and welcoming RV park that offers a peaceful and relaxing atmosphere for guests looking for a home away from home. With spacious mobile homes and well-maintained grounds, Applewood Mobile Home Estate provides a comfortable and convenient stay for travelers passing through the area. Whether you're looking for a short-term stopover or a longer stay, this institution is the perfect choice for those seeking a quiet and tranquil retreat.

H&R Block is a renowned accounting and finance institution located at 40-19 Junction Boulevard in New York, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and investment advice. Whether you are an individual or a business owner, H&R Block is dedicated to providing top-notch financial solutions to help you achieve your goals. Visit us today and let us help you with all your accounting and finance needs.

Checks & Balance Financial Services is a reputable institution located at 2000 Teall Avenue in Syracuse, New York, United States. Specializing in accounting and finance, we offer a wide range of services to help individuals and businesses manage their finances effectively. Our team of experienced professionals is dedicated to providing expert advice and personalized solutions to meet our clients' needs. Whether you need help with tax preparation, investment planning, or budgeting, we are here to help you achieve financial success. Trust Checks & Balance Financial Services for all your accounting and finance needs.

Kearns Kathleen is a reputable accounting and finance institution located at 1247 Pleasantville Road in Briarcliff Manor, New York, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and investment management. Clients can trust Kearns Kathleen for accurate and reliable financial guidance to help them achieve their goals.

Keats Tax & Financial Services is a reputable institution located at 64 Roydon Drive East in North Merrick, New York, United States. Specializing in accounting and finance, our team of experienced professionals is dedicated to providing top-notch tax and financial services to individuals and businesses alike. With a commitment to accuracy, reliability, and client satisfaction, we strive to help our clients navigate the complexities of tax laws and financial planning with ease. Trust Keats Tax & Financial Services for all your accounting and financial needs.

Homestead Financial is a reputable finance institution located at 5010 Campuswood Drive in East Syracuse, New York. With a focus on providing top-notch financial services, Homestead Financial offers a wide range of solutions to meet the needs of individuals and businesses alike. Whether you are looking for assistance with loans, investments, or financial planning, the expert team at Homestead Financial is dedicated to helping you achieve your financial goals. Trustworthy, reliable, and committed to excellence, Homestead Financial is your go-to destination for all your financial needs in the East Syracuse area.

Affordable Financial Services Ltd. is a finance institution located in Melville, New York, United States. We offer a wide range of financial services at affordable rates to help individuals and businesses manage their finances effectively. Our team of experienced professionals is dedicated to providing personalized solutions to meet our clients' unique needs and goals. Whether you need assistance with budgeting, investments, loans, or any other financial matter, Affordable Financial Services Ltd. is here to help you achieve financial success. Contact us today to learn more about how we can assist you in reaching your financial goals.

Welcome to Scott Merle Builders Located at 8692 Oswego Road, Baldwinsville, New York 13027, Scott Merle Builders is your trusted general contractor in Central New York, dedicated to crafting the perfect home for every client. Since 1962, we have been transforming dreams into reality by building custom homes that reflect the unique lifestyle and preferences of each family. Whether you are a new homeowner, expanding your family, or planning for retirement, we specialize in creating beautiful, elegant houses tailored to your specific needs.

Welcome to the 1199 SEIU Regional Pension Fund, located at 2421 Main Street, Buffalo, New York. As a dedicated local government office, we are committed to serving the needs of our community members by managing and administering pension benefits for healthcare workers who are part of the 1199 SEIU union. Our mission is to ensure financial security and peace of mind for our members through comprehensive retirement planning and support services. We pride ourselves on our transparent, reliable, and member-focused approach, providing personalized assistance to help you navigate your pension benefits with ease. Visit us to learn more about how we can support your retirement goals.

Welcome to Joseph L Ferri - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 184 Front Street, Owego, New York 13827. At our practice, we are committed to providing personalized financial advice and solutions tailored to meet the unique needs of our clients. With a robust suite of certifications and designations, our expertise spans a wide range of financial disciplines. Our team holds advanced certifications such as the Accredited Asset Management Specialist™ (AAMS™), Accredited Domestic Partnership Advisor™ (ADPA™), Accredited Estate Planner® (AEP®), and many more. These credentials reflect our dedication to maintaining the highest standards of ethics and professionalism, ensuring that our clients receive knowledgeable and trustworthy guidance.