TOP Investmentservices in New York

Edward Jones - Financial Advisor: Alex Cojocaru is a trusted finance institution located at 47-01 Queens Boulevard in New York, United States. With a focus on personalized financial planning and investment strategies, Alex Cojocaru and his team provide expert advice and guidance to help clients achieve their financial goals. Whether you are planning for retirement, saving for education, or building wealth, Edward Jones is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind. Contact Alex Cojocaru today to schedule a consultation and start planning for a secure financial future.

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.

Joseph Cardino Jr: Primerica - Financial Services is a reputable finance and insurance agency located at 400 Broadhollow Road in Farmingdale, New York, United States. With a focus on providing top-notch financial services to individuals and families, Joseph Cardino Jr and his team at Primerica are dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, insurance solutions, or retirement planning, the experts at Joseph Cardino Jr: Primerica - Financial Services are here to assist you every step of the way. Trust in their expertise and commitment to exceptional customer service for all your financial needs.

Welcome to M&T Bank, your trusted partner in banking and financial services, conveniently located at 475 Crosspoint Parkway, Getzville, New York. At M&T Bank, we are committed to providing personalized financial solutions tailored to meet your unique needs. Our team of experienced professionals is dedicated to delivering exceptional service, whether you're opening a personal checking account, exploring mortgage options, or seeking advice on investment strategies. We pride ourselves on building lasting relationships with our clients and supporting our community. Visit us today to experience the M&T Bank difference, where your financial well-being is our top priority.

Long Island Treasure Inc is a multi-faceted institution located at 162 Long Island Avenue in Holtsville, New York. As a one-stop shop for all your needs, we offer a wide range of products and services including clothing, finance, furniture, home goods, and more. Whether you're looking to update your wardrobe, furnish your home, or manage your finances, Long Island Treasure Inc has got you covered. Visit us today and discover the hidden treasures that await you!

Vision Financial Group, located at 6500 Sheridan Drive in Buffalo, New York, is a finance institution dedicated to helping individuals achieve their financial goals. With over 250 experienced financial professionals spread across Western, Central, and Upstate New York, there is a representative ready to assist you in your community. Our team is committed to understanding your vision for the future so that we can create a personalized financial plan that supports your dreams and aspirations. We understand that navigating finances can be complex, which is why we strive to provide a balance between risk and opportunity tailored to your unique situation.

Welcome to Apple Bank, your trusted partner in banking and finance, conveniently located at 169 East 125th Street, Manhattan, New York. As a cornerstone of the community, Apple Bank is committed to providing exceptional financial services tailored to meet your unique needs. Whether you're looking to open a new account, apply for a loan, or simply use our ATM services, our dedicated team is here to assist you every step of the way. With a focus on customer satisfaction, we strive to offer personalized solutions that help you achieve your financial goals. Visit us today and experience the difference at Apple Bank, where your financial well-being is our top priority.

Welcome to Wells Fargo Bank, conveniently located at 350 South Broadway, Tarrytown, New York 10591. As a leading financial institution, we are committed to providing exceptional banking services to meet all your financial needs. Whether you're looking for personal banking solutions, business accounts, or financial advice, our dedicated team is here to assist you. At Wells Fargo Bank, we offer a wide range of services including checking and savings accounts, loans, mortgages, and investment options. Our state-of-the-art ATMs are available 24/7, providing you with easy access to your accounts and the ability to manage your finances on the go.

Gregory Bonilla is a finance institution located at 244 5th Avenue in New York City, United States. With a strong reputation for providing top-notch financial services, Gregory Bonilla offers a wide range of investment and wealth management solutions to its clients. The institution is known for its experienced team of financial experts who are dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Gregory Bonilla is committed to providing personalized and strategic financial guidance.

The Merrill Lynch Financial Advisor Mariana Ng Meyerson is located at 200 Park Avenue in New York, United States. Mariana Ng Meyerson is a Senior Financial Advisor who is fluent in Mandarin & Cantonese Chinese and English. With over 20 years of experience in the financial services industry, Mariana works closely with individuals, retirees, corporate executives, professionals, business owners, non-profit institutions, and ultra-high net worth families to develop customized financial strategies tailored to their goals and priorities. Mariana specializes in helping clients manage concentrated stock positions, navigate important life transitions such as retirement or inheritance, and provides access to Bank of America Private Bank for trust and estate planning services, as well as Bank of America for credit and lending needs. She works collaboratively with clients' attorneys, accountants, and other advisors to coordinate their financial and legacy planning.

Arden A. Baptiste - Wilmington Advisors @ M&T is a finance institution located at 26 Route 9W in West Haverstraw, New York, United States. With a team of experienced financial advisors, they offer a range of services to help clients manage their investments and plan for their financial future. Whether you're looking to grow your wealth, save for retirement, or protect your assets, Arden A. Baptiste - Wilmington Advisors @ M&T can provide expert guidance tailored to your individual needs. Trust in their expertise to help you make informed decisions and achieve your financial goals.

AUM Shiv Advisors, LLC is a finance institution located at 7 Gloucester Circle in Rochester, New York, United States. We specialize in providing expert financial advice and investment management services to our clients. Our team of experienced advisors is dedicated to helping individuals and businesses achieve their financial goals through personalized strategies and solutions. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial markets, we are here to help. Contact us today to schedule a consultation and start building a secure financial future with AUM Shiv Advisors, LLC.

National Securities is a leading finance institution located at 66 Sydney Avenue in Malverne, 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, wealth management, or assistance with securities trading, we have the expertise to help you achieve your financial goals. Trust National Securities to provide you with personalized and comprehensive financial solutions.

J&S Private Wealth Management is a leading finance institution located at 300 Corporate Parkway in Amherst, New York, United States. Our team of experienced professionals is dedicated to providing personalized wealth management services to help our clients achieve their financial goals. From investment strategies to retirement planning, we offer a comprehensive range of services tailored to meet the unique needs of each individual client. Trust J&S Private Wealth Management to guide you towards a secure financial future.

Jeffrey Moro - Morgan Stanley is a finance institution located at 106 Business Park Drive in Utica, New York, United States. With a focus on providing expert financial services, Jeffrey Moro - Morgan Stanley offers personalized investment strategies and wealth management solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, the experienced professionals at Jeffrey Moro - Morgan Stanley are dedicated to providing top-notch financial advice and guidance. Contact them today to learn more about how they can help you secure your financial future.

First Aurora Financial Group, located in East Aurora, New York, is a finance institution that specializes in wealth management and estate planning. With over 100 years of combined experience, our consultants work together to tailor solutions to meet each client's unique needs. Partnered with LaSalle St. Securities, LLC, we offer a powerful combination of capabilities, client focus, and tactical thinking to deliver the best results for our clients every day. Please note that investing involves risks, and the strategies discussed do not guarantee profits or protect against losses. Securities are offered through LaSalle St. Securities, LLC, and advisory services are provided through LaSalle St. Investment Advisors, LLC and Olson Asset Management, Inc. Our team of professionals, including Ronald Olson, Richard Bisesi, and Karen Olson, are dedicated to helping clients achieve their financial goals. First Aurora Financial Group is not affiliated with LaSalle St. Securities, LLC, or LaSalle St. Investment Advisors, LLC. For more information, please visit our website and check the background of our investment professionals.

Ricci Elnicki is a financial advisor at Ameriprise Financial Services, LLC located at 2024 West Henrietta Road in Rochester, New York, United States. Ricci Elnicki 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 Ricci Elnicki's expertise in various areas of finance including asset management, estate planning, retirement planning, investment strategies, risk management, and more. As a financial advisor, Ricci Elnicki is committed to providing comprehensive and personalized financial advice to clients, including veterans and military personnel.

Invus Financial Advisors LLC is a reputable finance institution located at 126 East 56th Street in New York, New York, United States. With a team of experienced financial advisors, they provide expert guidance and personalized financial solutions to help clients achieve their goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Invus Financial Advisors LLC offers a wide range of services to meet your needs. Trustworthy, reliable, and committed to client success, they are a top choice for individuals seeking professional financial advice.

Daniel Leonard - Morgan Stanley is a finance institution located at 300 Linden Oaks in Rochester, New York, United States. As a part of the renowned Morgan Stanley brand, this institution offers a wide range of financial services to individuals, businesses, and organizations. With a team of experienced professionals, Daniel Leonard - Morgan Stanley provides expert advice and personalized solutions to help clients achieve their financial goals. Whether you are looking for investment management, retirement planning, or wealth management services, this institution is dedicated to providing top-notch financial guidance and support.

Bryan McWayne - Thrivent is a finance institution located at 125 Wolf Road, Albany, New York, United States. As a "Future Self Champion", they specialize in planning for success and helping clients achieve their goals efficiently. The institution is licensed in multiple states including AZ, CA, CT, FL, GA, MA, ME, NC, NH, NJ, NY, PA, SC, TX, VA, VT. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, but offer advice and guidance through their Financial Planning Framework. Clients can further their planning engagement with Thrivent through Dedicated Planning Services for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans and offers insurance products issued by Thrivent. Securities and investment advisory services are provided through Thrivent Investment Management Inc., a registered investment adviser and member of FINRA and SIPC. Only credentialed financial advisors are authorized to provide investment advisory services. For more information on professional designations and requirements, visit their website.

LPL Financial is a leading finance institution located at 14 Corporate Woods Boulevard in Albany, New York, United States. With a reputation for providing top-notch financial services, LPL Financial offers a wide range of investment and wealth management solutions to help individuals and businesses achieve their financial goals. Their team of experienced professionals is dedicated to providing personalized and tailored advice to each client, ensuring they receive the best possible financial guidance. Whether you are looking to invest, plan for retirement, or manage your assets, LPL Financial is committed to helping you navigate the complex world of finance with confidence and peace of mind.

Michael Lupia - Morgan Stanley is a renowned finance institution located at 58 South Service Road in Melville, New York, United States. With a strong reputation for providing top-notch financial services, Michael Lupia - Morgan Stanley offers expert advice and guidance to clients looking to manage their investments, plan for retirement, or navigate the complexities of the financial market. The institution is committed to helping individuals and businesses achieve their financial goals and secure their financial future. Whether you are a seasoned investor or just starting out, Michael Lupia - Morgan Stanley is dedicated to providing personalized solutions to meet your unique needs.

Carmody Leyden & Yule is a reputable accounting and finance institution located at 7 Airport Park Boulevard in Latham, New York, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. Whether you need assistance with tax preparation, financial planning, or investment management, Carmody Leyden & Yule is dedicated to providing top-notch service and expertise to help you achieve your financial goals.

TRANS-UNION GROUP NEW YORK CO., LTD is a leading institution located at 1 Cross Island Plaza in New York, United States. We specialize in providing a wide range of services including financial consulting, investment management, and business development. With a team of experienced professionals, we are dedicated to helping our clients achieve their financial goals and grow their businesses. Visit us today to learn more about how TRANS-UNION GROUP can support your financial needs.