TOP 30 Investor protection services in New York, New York
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Sound Risk Management Corp.
Welcome to Sound Risk Management Corp., your trusted partner in navigating the complex world of insurance. Located at 428 New York 25A, Miller Place, New York 11764, we specialize in providing comprehensive insurance solutions tailored to protect your most valuable assets. Our team of dedicated professionals becomes an integral part of your team, offering expert advice and customized insurance plans that ensure peace of mind. Our extensive range of services includes General Liability, Commercial Property, Workers Compensation, Umbrella/Excess, Commercial Auto, Contractors Liability, Employment Practices, Directors and Officers, Cyber Liability, Builders Risk, Bonds, and more. Whether you're a General Contractor, Sub-Contractor, Home Remodeler, Tradesman, or a property owner, we help you manage the significant liabilities and financial risks associated with your industry, particularly in the challenging New York construction market.
Luss Group
Welcome to The Luss Group, Inc., your trusted partner in insurance and financial services. Conveniently located at 102 West Broadway, Port Jefferson, New York 11777, we pride ourselves on delivering personalized and comprehensive solutions to meet your unique needs. With a commitment to excellence and a client-first approach, The Luss Group offers a wide range of insurance products and financial planning services designed to help you secure your financial future. Our experienced team, led by Kevin A. Luss, CFP, ChFC, is dedicated to providing expert guidance and tailored strategies for every stage of your life.
ATM (Bank of America)
Welcome to the Bank of America ATM located at 670 Fort Salonga Road, Northport, New York 11768. Conveniently situated for all your financial needs, this ATM provides a range of services designed to make banking easy and efficient. At Bank of America, we strive to offer comprehensive financial solutions tailored to your lifestyle. Whether you're managing everyday finances or planning long-term investments, our tools and resources can help you achieve your goals. Take advantage of our Better Money Habits® financial education program to enhance your financial literacy and strengthen your community.
Ameriprise Financial: Matarazzo Jr Arthur
Welcome to Ameriprise Financial: Matarazzo Jr Arthur, your trusted partner in achieving financial success. Located at 1377 Motor Parkway, Islandia, New York, our firm is dedicated to providing personalized financial advice tailored to your unique needs and goals. At Ameriprise Financial, we understand that each client's financial journey is distinct. Our advisors possess a diverse range of expertise, allowing us to offer specialized services that align with your financial objectives. Whether you're planning for retirement, managing investments, or navigating complex financial situations, our team is equipped to guide you every step of the way.
david rey financial group
Welcome to David Rey Financial Group, your trusted partner in navigating the complex world of finance. Conveniently located at 4250 Veterans Memorial Highway, Holbrook, New York, our team is dedicated to providing personalized financial solutions tailored to meet your unique needs and goals. At David Rey Financial Group, we specialize in a comprehensive range of financial services, including investment management, retirement planning, tax strategies, and estate planning. Our experienced advisors are committed to delivering expert guidance and exceptional service to help you achieve financial success and peace of mind.
Broadridge Financial Solutions
Welcome to Broadridge Financial Solutions, your trusted partner in navigating the complex world of finance. Located at 1155 Long Island Avenue, Brentwood, New York, we specialize in providing cutting-edge solutions to help businesses thrive in an ever-evolving financial landscape. Stay informed with the latest news, analysis, and trends that impact your business. Our dedicated team of representatives and specialists are ready to deliver the solutions you need to propel your business forward. Whether you're looking to transform your operations, manage risk, or enhance client relationships, we have the expertise and technology to guide you.
USAA
Welcome to USAA, your trusted partner in financial services, conveniently located at 4500 Sunrise Highway, Oakdale, New York. As a leading provider in the finance industry, USAA is committed to offering comprehensive financial solutions tailored to meet your individual needs. Whether you're looking to manage your banking needs through our advanced ATM services or seeking expert financial advice, our dedicated team is here to assist you every step of the way. Experience seamless and secure financial transactions with USAA, where your financial well-being is our top priority. Visit us today and discover the difference of personalized financial service.
LibertyX Bitcoin ATM
Welcome to LibertyX Bitcoin ATM, your trusted local destination for convenient and secure cryptocurrency transactions. Located at 1012 Little East Neck Road in West Babylon, New York, our Bitcoin ATM provides a seamless experience for buying and managing your Bitcoin with ease. Whether you're a seasoned crypto investor or a newcomer looking to explore the world of digital currencies, our user-friendly interface and reliable service make it simple to convert cash into Bitcoin. At LibertyX, we prioritize your security and privacy, ensuring every transaction is conducted with the highest level of protection. Visit us today and join the growing community of Bitcoin enthusiasts in West Babylon. Experience the future of finance right in your neighborhood with LibertyX Bitcoin ATM.
Beard Asset Management
Welcome to Beard Asset Management, your trusted partner in financial success. Conveniently located at 126 Main Street, Sag Harbor, New York, we specialize in providing personalized asset management solutions to help you achieve your financial goals. With years of experience in the finance industry, our team of dedicated professionals is committed to offering expert advice and tailored strategies that align with your unique needs and aspirations. At Beard Asset Management, we understand that each client is different, which is why we take a personalized approach to managing your assets. Whether you're planning for retirement, looking to grow your wealth, or seeking guidance on investment opportunities, we are here to support you every step of the way. Our comprehensive range of services includes investment planning, portfolio management, risk assessment, and financial consulting.
Merrill Lynch Financial Advisor Michael T Lagnese
Welcome to the office of Merrill Lynch Financial Advisor Michael T. Lagnese, located at 450 Old Country Road, Riverhead, New York. We are dedicated to helping you navigate your financial journey with confidence and clarity. Our team, supported by the global resources of Merrill, is composed of talented and experienced professionals committed to building strong relationships based on trust and personalized service. At Merrill Lynch Wealth Management, we focus on what matters most to you—your family, goals, and priorities—as they evolve over the years. Our mission is to understand your unique financial situation, enabling us to design and implement a personalized plan to help you pursue your financial goals while managing investment risk.
Peconic Abstract Inc
Welcome to Peconic Abstract Inc. – Your Trusted Partner in Title Insurance and Search Services Located at 405 Ostrander Avenue in Riverhead, New York, Peconic Abstract Inc. has been a cornerstone in providing exceptional title insurance and search services to the east end of Long Island since 1983. As a leading insurance agency, we are dedicated to offering comprehensive solutions for both residential and commercial clients.
Merrill Lynch Financial Advisor Harry L Hackett
Welcome to Merrill Lynch Financial Advisor Harry L Hackett, your trusted partner in financial planning and wealth management located at 57 Hampton Road, Southampton, New York. Our mission is to be your primary source for financial advice and guidance, offering personalized strategies to help you navigate the complexities of the financial world. At the Hackett Group, we believe in building strong relationships through teamwork and client involvement. Our dedicated team of advisors and wealth management client associates work closely with you to understand your unique financial situation, goals, and priorities. With access to the global investment capabilities of Merrill and the banking convenience of Bank of America, we provide comprehensive solutions tailored to your needs.
The Luss Group Inc
Welcome to The Luss Group, Inc., your trusted partner for comprehensive insurance and financial services located at 45 Main Street, Southampton, New York. Serving the Hamptons and beyond, we specialize in financial planning and insurance solutions tailored to meet your unique needs. Led by Kevin A. Luss, CFP, ChFC, our team is committed to providing expert guidance and personalized strategies to help you achieve your financial goals. As a registered representative, Kevin offers securities, investment advisory, and financial planning services through MML Investors Services, LLC, a member of SIPC.
CDReload at CVS
Welcome to CDReload at CVS, your go-to solution for purchasing Bitcoin with cash in Southampton, New York. Conveniently located at 111 Main Street, our service is designed to make cryptocurrency transactions simple, secure, and instant. With over 16,000 participating locations nationwide, including major retail chains like CVS and Rite Aid, CDReload offers a hassle-free way to convert cash into Bitcoin. Simply walk into any of our partner stores, scan your barcode at the register, and deposit your cash. The funds are instantly credited to your CDReload account, allowing you to buy Bitcoin and transfer it to your digital wallet seamlessly.
RBC Wealth Management Branch - Hampton Bays
Welcome to RBC Wealth Management Branch - Hampton Bays Nestled on the picturesque Montauk Highway, the RBC Wealth Management Branch in Hampton Bays is your local gateway to world-class financial services. Conveniently accessible from both the North and South Forks of Long Island's East End, our branch has proudly served this vibrant community for over 12 years.
Jason Newman - RBC Wealth Management Financial Advisor
Welcome to Jason Newman - RBC Wealth Management Financial Advisor, located at 223 West Montauk Highway, Hampton Bays, New York. As one of the leading RBC Wealth Management teams in New York City, distinguished by our substantial Assets Under Management, we are dedicated to providing personalized wealth management solutions tailored to every stage of your life. Our mission is to help you preserve and enhance your wealth through strategic relationships, expert advice, and world-class capabilities, ultimately expanding your opportunities and simplifying your life. We are proud to announce our inclusion in the Forbes Best-In-State Wealth Management Teams list for 2024, a testament to the dedication and excellence we bring to our valued clients. Our team, the Covell/DiConza/Newman Group, is honored to have Financial Advisor James Covell recognized with prestigious industry awards, highlighting our commitment to exceptional client service.
Christopher Drew - RBC Wealth Management Financial Advisor
Welcome to Christopher Drew - RBC Wealth Management Financial Advisor, your trusted partner in navigating the complex world of finance. Situated at 223 West Montauk Highway in the picturesque Hampton Bays, New York, our firm is dedicated to providing personalized financial guidance and strategic investment solutions to help you achieve your financial goals. As a Senior Vice President and Financial Advisor with the RBC Wealth Management Consulting Group, Christopher Drew brings a wealth of expertise and a commitment to excellence. In an ever-evolving economic landscape, where the federal government’s debt has doubled since 2015, Christopher offers insightful advice and strategies to navigate these challenges. Our Midyear Outlook provides valuable perspectives on market trends and economic conditions, emphasizing the importance of sound portfolio management amidst political and economic noise.
Bank Of America
Welcome to Bank of America, located at 5701 Horatio Street, Utica, New York 13502. As a leading financial institution, we are dedicated to offering a comprehensive range of banking and financial services tailored to meet your needs. Whether you're looking for personal banking options, investment opportunities, or wealth management solutions, our team is here to support you every step of the way. Embrace the convenience and flexibility of Bank of America Advantage Banking, designed to help you manage your finances with ease. For those looking to grow their wealth, our expert advisors at Bank of America Private Bank can guide you through the complexities of substantial wealth management. Additionally, our partnership with Merrill provides access to a variety of investment products, keeping in mind that investing in securities involves risks and potential financial loss.
Kelly Vidakovic, Licensed Real Estate Salesperson
Welcome to Kelly Vidakovic, Licensed Real Estate Salesperson, your trusted partner for all your real estate needs in Manlius, New York, and the surrounding areas. Conveniently located at 102 West Seneca Street, our office is dedicated to providing personalized and professional service to help you navigate the dynamic real estate market with confidence. With a deep understanding of the local market and a commitment to excellence, Kelly Vidakovic offers comprehensive services for buyers, sellers, and investors. Whether you're a first-time homebuyer searching for the perfect property, a homeowner looking to sell, or an investor seeking new opportunities, Kelly provides expert guidance every step of the way.
Howard Hanna Lockport
Welcome to Howard Hanna Lockport, your trusted partner in real estate, finance, and insurance services. Conveniently located at 5665 South Transit Road, Lockport, New York, we are dedicated to providing exceptional service to meet all your property and financial needs. As a full-service real estate agency, we specialize in helping our clients buy, sell, and rent homes with ease and confidence. Our team of experienced professionals is committed to guiding you through every step of the process, ensuring a seamless and rewarding experience. In addition to real estate services, we offer comprehensive insurance solutions tailored to protect your assets and provide peace of mind. Whether you're a first-time homebuyer, a seasoned investor, or simply looking for reliable insurance coverage, Howard Hanna Lockport is here to assist you. Visit us today and discover why we are the preferred choice for real estate and financial services in Lockport and the surrounding areas.
Real Property Management Depenn
Welcome to Real Property Management DePenn, your trusted partner in residential property management located at 7 Skyline Drive, Hawthorne, New York. Serving Westchester and Rockland counties, we specialize in providing comprehensive and affordable property management solutions tailored to meet the needs of property owners and residents alike. With over 30 years of brand experience, Real Property Management DePenn is dedicated to maximizing your income and minimizing your costs, ensuring that your investment is protected and optimized. Our professional services include tenant screening, leasing, maintenance, and evictions, all designed to set you up for success whether you own a single rental property or a diverse portfolio.
Howard Hanna Rand Realty Nyack
Welcome to Howard Hanna Rand Realty Nyack, your premier destination for all your real estate, finance, and insurance needs in Nyack, New York. Conveniently located at 46 South Broadway, our experienced team is dedicated to providing exceptional service to our clients. As a leading real estate agency, we offer a comprehensive range of services, including buying, selling, and renting properties in Nyack and the surrounding areas. Our finance and insurance experts are here to assist you with tailored solutions to meet your unique financial goals and protection needs. At Howard Hanna Rand Realty Nyack, we pride ourselves on our commitment to excellence, integrity, and customer satisfaction. Whether you're a first-time homebuyer, a seasoned investor, or someone seeking reliable insurance services, our knowledgeable professionals are ready to guide you every step of the way. Visit us today and experience the difference of working with a trusted partner in your real estate journey.
Howard Hanna Rand Realty Scarsdale
Welcome to Howard Hanna Rand Realty Scarsdale, your trusted partner in real estate, finance, and insurance services. Conveniently located at 1515 Weaver Street in the heart of Scarsdale, New York, our dedicated team is committed to providing exceptional service to meet all your property needs. As a premier real estate agency, we specialize in helping clients buy, sell, and lease residential and commercial properties, ensuring seamless transactions and personalized experiences. Our finance and insurance experts are here to guide you through the complexities of securing mortgages and protecting your investments with comprehensive insurance solutions. At Howard Hanna Rand Realty Scarsdale, we pride ourselves on our local expertise, integrity, and a client-first approach. Whether you're a first-time homebuyer, a seasoned investor, or looking to safeguard your assets, our professionals are ready to assist you every step of the way. Visit us today and discover how we can make your real estate dreams a reality.
The Bianca Colasuonno Team
Welcome to The Bianca Colasuonno Team, your trusted real estate partner located at 29-10 Broadway, Queens, New York. As a dedicated real estate agency, we take pride in serving our vibrant Queens community—our passion and our home. We believe that real estate is fundamentally about people, not just properties, and this philosophy guides every decision we make. At The Bianca Colasuonno Team, we prioritize our clients' needs, fostering trust through open communication and building lasting relationships. Our team is committed to making your real estate experience seamless and enjoyable, whether you are buying, selling, or exploring your options.
Kenny Schultz Real Estate Agent
Welcome to Kenny Schultz Real Estate Agent Located at 7 Sunnyfield Court, Greenlawn, New York, Kenny Schultz Real Estate Agent is your trusted partner in navigating the real estate market on the North Shore of Long Island. Whether you're buying or selling a home, Kenny Schultz and his dedicated team at Century21 are committed to making your experience seamless, efficient, and successful.
Patriot Realty of Long Island
Welcome to Patriot Realty of Long Island, your premier real estate agency located at 10 Atlantic Street, Holtsville, New York. As a trusted name in Long Island real estate since 1991, we pride ourselves on delivering exceptional service to our clients. Whether you're buying, selling, or investing, our team is equipped with the expertise and dedication to help you achieve your real estate goals. Our user-friendly website, www.patriotrealtyoflongisland.com, is your gateway to the latest property listings and market insights. With our innovative Prospect Match feature, you can receive instant property alerts, ensuring you're always informed about new opportunities. Additionally, our website offers a comprehensive property evaluation tool, a mortgage calculator, and up-to-date mortgage rates to assist you in making informed decisions.
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