TOP 30 Investments for retirees in Staten Island, New York

9 results found

Retirecony is a leading insurance agency located at 101 Tyrellan Avenue in New York, United States. We specialize in providing comprehensive insurance solutions tailored to meet the needs of retirees and those planning for their retirement. Our team of experienced agents is dedicated to helping clients navigate the complexities of insurance planning, ensuring they have the coverage they need to protect their assets and secure their financial future. At Retirecony, we prioritize customer service and strive to build long-lasting relationships with our clients based on trust and integrity. Contact us today to learn more about how we can help you plan for a secure retirement.

Vento Tax & Wealth Management Group is a premier accounting and finance institution located at 95 New Dorp Lane in New York, United States. With a team of experienced professionals, we provide expert tax and wealth management services to individuals and businesses alike. Our personalized approach ensures that each client receives tailored solutions to meet their financial goals. Whether you need help with tax planning, investment management, or retirement planning, Vento Tax & Wealth Management Group is here to help you navigate the complexities of the financial world. Contact us today to learn more about how we can assist you in achieving financial success.

John Fraser is a financial advisor at Ameriprise Financial Services, LLC located at 2025 Richmond Avenue in New York, United States. He holds multiple 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 asset management, estate planning, retirement planning, investment management, and more. John Fraser is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement.

Daniel Buckley is a Financial Advisor at Ameriprise Financial Services, LLC located at 2025 Richmond Avenue in New York, United States. Daniel holds several prestigious 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®. Daniel is dedicated to providing expert financial advice and services to individuals, retirees, small business owners, high net worth clients, and seniors. With a comprehensive knowledge of asset management, investment strategies, estate planning, retirement planning, insurance products, and more, Daniel is committed to helping clients achieve their financial goals. Contact Daniel Buckley at Ameriprise Financial Services, LLC for personalized and professional financial guidance.

Eric P Storberg is a financial advisor at Ameriprise Financial Services, LLC located at 1 Teleport Drive in New York, United States. Eric 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 extensive knowledge and expertise in various financial planning areas, Eric is dedicated to providing comprehensive and tailored financial solutions to individuals, retirees, small business owners, and high net worth clients. Whether you are looking for retirement planning, estate planning, investment management, or insurance products, Eric is committed to helping you achieve your financial goals. Contact Eric P Storberg today for expert financial advice and personalized wealth management services.

Daniel R Masiello is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 1 Teleport Drive in New York, United States. He holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, retirement planning, estate planning, and investment strategies. With a focus on providing personalized financial advice, Daniel R Masiello is dedicated to helping individuals achieve their financial goals and secure their financial future. Whether you are a retiree, small business owner, or high net worth client, Daniel R Masiello has the knowledge and experience to guide you through important financial decisions. Partner with Daniel R Masiello for comprehensive wealth management services tailored to your unique needs.

Michael Marracello is a Financial Advisor at Ameriprise Financial Services, LLC located at 1 Teleport Drive in New York, United States. He holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating his expertise in asset management, estate planning, retirement planning, and investment strategies. Michael Marracello is dedicated to providing personalized financial advice to individuals, retirees, small business owners, and high net worth clients. He is committed to upholding high ethical standards and continuously expanding his knowledge to better serve his clients. Contact Michael Marracello today for comprehensive financial planning services tailored to your specific needs.

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.