The 30 Best Investor protection services in New York

Sentinel Benefits & Financial Group, located in Melville, New York, is a leading finance institution dedicated to helping individuals plan for their financial future. With a focus on providing peace of mind, they work with clients to assess their current financial situation, determine their goals, and create a plan to achieve them. By understanding where income is being allocated and what lifestyle can be afforded, Sentinel Benefits & Financial Group helps clients enhance their wealth management strategies. With a commitment to personalized service and expert guidance, they strive to empower individuals to take control of their financial well-being.

Wells Fargo Advisors is a leading financial institution located at 500 West Main Street in Babylon, New York. As part of the Wells Fargo family, they offer a wide range of financial services and investment solutions to help clients achieve their financial goals. With a team of experienced advisors, they provide personalized guidance and expertise to help clients navigate the complexities of the financial market. Whether you are looking to plan for retirement, invest for the future, or manage your wealth, Wells Fargo Advisors is dedicated to helping you make informed decisions and secure your financial future.

Culov Wealth Management is a leading finance institution located at 305 Elmwood Avenue in Buffalo, New York. Our team of experienced professionals is dedicated to providing personalized wealth management services to help clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Culov Wealth Management is here to help. Contact us today to learn more about how we can help you secure your financial future.

Sterling Investment Counsel, LLC is a finance institution located at 360 Delaware Avenue in Buffalo, New York. As an independent, SEC Registered Investment Adviser, we specialize in providing comprehensive investment management services. Our team of professionals has over 90 years of combined experience and is dedicated to helping clients create and maintain custom portfolios that align with their investment goals. We prioritize strategic asset allocation to manage risk through proper diversification among various asset classes. Our ultimate objective is to build and preserve wealth for the long term, utilizing our expertise, thorough research, and meticulous attention to detail. We strive to ensure that each client's portfolio is properly diversified and managed based on their individual risk tolerance. Please note that diversification does not guarantee enhanced returns or protection against market risk.

Consilience Asset Management is a leading finance institution located at 726 Exchange Street in Buffalo, New York, United States. With a focus on providing expert asset management services, Consilience offers tailored investment strategies to help clients achieve their financial goals. The team at Consilience combines years of experience and industry knowledge to deliver top-notch financial solutions to individuals and businesses alike. Trust Consilience Asset Management to guide you towards a secure financial future.

Kirkland Asset Management is a leading finance institution located at 3500 Main Street in Amherst, New York, United States. Specializing in wealth management, investment advising, and financial planning, Kirkland Asset Management is dedicated to helping clients achieve their financial goals. With a team of experienced professionals and a commitment to personalized service, Kirkland Asset Management is a trusted partner for individuals and businesses looking to grow and protect their assets.

Trubee Wealth Advisors is a leading finance institution located at 600 Airborne Parkway in Cheektowaga, New York. Our team of experienced professionals is dedicated to providing personalized wealth management services to help our clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or managing your assets, Trubee Wealth Advisors is committed to helping you navigate the complexities of the financial world with confidence and peace of mind. Contact us today to learn more about how we can help you secure your financial future.

Courier Capital is a leading financial institution located at 6255 Sheridan Drive in Williamsville, New York. Specializing in investment management, wealth planning, and financial advisory services, Courier Capital is dedicated to helping clients achieve their financial goals. With a team of experienced professionals and a commitment to personalized service, clients can trust Courier Capital to provide expert guidance and support in navigating the complexities of the financial world. Contact us today to learn more about how Courier Capital can help you secure your financial future.

Merrill Lynch Financial Advisor Thomas M. Vivian II is a finance institution located at 6245 Sheridan Drive, Williamsville, New York, United States. The institution is proud of its advisors who have received recognition from financial industry publications or directly from Bank of America Corporation. Merrill's team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service. The institution offers services such as Registered Senior Wealth Management Client Associate and Wealth Management Client Associate - Resident Director Assistant. The advisors at Merrill Lynch Wealth Management focus on understanding their clients' family, goals, and priorities to help them pursue financial goals while managing investment risk. They provide personalized plans designed to help clients manage, grow, and preserve their wealth while considering their long-term financial needs. Through the Investment Personality Assessment, advisors at Merrill get to know clients better as investors and customize financial approaches to help them achieve their goals. The institution offers tools like Merrill Personal Wealth Analysis™ to build personalized plans centered on clients' goals. Merrill Lynch Wealth Management Advisors work to help clients stay on track to achieve their goals by reviewing progress and making necessary adjustments to their financial approach. By getting to know clients personally and understanding what matters most to them, Merrill advisors create customized investment approaches tailored to their unique needs and priorities. The institution also offers access to the latest investment insights, tips, and strategies to help clients live their best financial life. Merrill Lynch Financial Advisor Thomas M. Vivian II is dedicated to putting clients first and providing personalized investment strategies and comprehensive financial solutions.

Brian Hayner is a reputable finance institution located at 2000 Monroe Avenue in Rochester, New York, United States. Specializing in financial services, Brian Hayner is committed to providing expert advice and personalized solutions to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Brian Hayner offers a wide range of services including investment management, retirement planning, and wealth management. Whether you are looking to grow your portfolio or plan for the future, Brian Hayner is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Joseph Feeney is a prestigious finance institution located at 2000 Monroe Avenue in Rochester, New York, United States. With a strong reputation for excellence and expertise in financial services, Joseph Feeney is dedicated to providing top-notch financial solutions to its clients. Whether you are looking for investment advice, wealth management, or financial planning, Joseph Feeney has a team of experienced professionals ready to assist you in achieving your financial goals. Trust in Joseph Feeney for all your finance needs.

Fien Capital Management LLC is a leading finance institution located at 110 Allens Creek Road in Rochester, New York, United States. Our team of experienced professionals specializes in providing expert financial management services to help clients achieve their investment goals. With a focus on personalized solutions and strategic planning, we are dedicated to helping our clients navigate the complexities of the financial markets and make informed decisions to secure their financial future. Contact us today to learn more about how Fien Capital Management LLC can help you reach your financial goals.

Mendon Capital Advisors is a finance institution located at 150 Allens Creek Road in Rochester, New York. Specializing in investment management services, Mendon Capital Advisors offers personalized financial strategies to help clients achieve their financial goals. With a team of experienced professionals, they provide expert guidance and support to help clients make informed decisions about their investments. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, Mendon Capital Advisors can help you navigate the complexities of the financial market with confidence.

Franco Investment Group is a leading finance institution located at 80 Linden Oaks in Rochester, New York, United States. With a strong reputation for providing expert financial advice and services, Franco Investment Group helps clients achieve their financial goals through strategic investment planning and management. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial market, the experienced team at Franco Investment Group is dedicated to helping you succeed. Trust Franco Investment Group to guide you towards a secure financial future.

The Terzioglu Group - Morgan Stanley is a leading financial institution located at 300 Linden Oaks in Rochester, New York, United States. Specializing in finance, the institution offers a wide range of services including investment management, wealth management, and financial planning. With a team of experienced professionals, The Terzioglu Group - Morgan Stanley is dedicated to helping clients achieve their financial goals and secure their financial future.

Betsy A Foss - Morgan Stanley is a finance institution located at 300 Linden Oaks in Rochester, New York, United States. We specialize in providing personalized financial services and investment strategies to help clients achieve their financial goals. Our team of experienced professionals is dedicated to providing top-notch financial advice and guidance to individuals, families, and businesses. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Betsy A Foss - Morgan Stanley is here to help you every step of the way. Contact us today to schedule a consultation and start planning for a secure financial future.

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.

Jeff Sharman - Raymond James is a finance institution located at 421 Penbrooke Drive in Penfield, New York, United States. With a focus on providing top-notch financial services and expertise, our team at Jeff Sharman - Raymond James is dedicated to helping our clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, our experienced professionals are here to assist you every step of the way. Trust in Jeff Sharman - Raymond James for all your financial needs.

Merrill Lynch Financial Advisor Richard A Glaser is a reputable finance institution located at 1241 Pittsford Victor Road in Pittsford, New York, United States. With a focus on providing personalized financial advice and services, Richard A Glaser and his team offer comprehensive wealth management solutions tailored to each client's individual needs and goals. Whether you are looking to plan for retirement, invest for the future, or protect your assets, Merrill Lynch Financial Advisor Richard A Glaser is dedicated to helping you achieve financial success.

Andrew Spencer - Morgan Stanley is a finance institution located at 300 Linden Oaks in Rochester, New York, United States. With a focus on providing top-notch financial services, Andrew Spencer - Morgan Stanley offers a wide range of investment and wealth management solutions to help clients achieve their financial goals. Their team of experienced professionals is dedicated to providing personalized advice and guidance to help clients navigate the complex world of finance. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Andrew Spencer - Morgan Stanley is committed to helping you secure a successful financial future.

Sage Tree Wealth, Inc. is a finance institution located at 10 East Church Street in Fairport, New York, United States. We specialize in providing personalized wealth management services to help our clients achieve their financial goals. Our team of experienced professionals is dedicated to helping individuals and families navigate the complexities of investing, retirement planning, and estate planning. At Sage Tree Wealth, we strive to build long-term relationships with our clients based on trust, integrity, and transparency. Contact us today to learn more about how we can help you secure your financial future.

Elevatus Wealth Management is a premier financial institution located at 1501 Pittsford Victor Road in Victor, New York, United States. Specializing in personalized wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on providing tailored investment strategies, retirement planning, and estate planning services, Elevatus Wealth Management is committed to helping individuals and families make informed decisions to grow and protect their wealth. Contact us today to learn more about how we can help you elevate your financial success.

Next Financial Group is a leading finance institution located at 650 Franklin Street in Schenectady, New York, United States. We offer a wide range of financial services including investment planning, retirement planning, insurance, and wealth management. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Visit us today to see how we can help you navigate the complexities of the financial world and make informed decisions about your money.

Edward Jones - Financial Advisor: Gini Iarusso is a trusted finance institution located at 1971 Western Avenue in Albany, New York, United States. Gini Iarusso is a dedicated financial advisor who provides personalized investment strategies and financial planning services to help clients achieve their long-term goals. With a commitment to building strong relationships and providing top-notch customer service, Edward Jones - Financial Advisor: Gini Iarusso is a go-to destination for individuals and families looking to secure their financial future.

Edward Jones - Financial Advisor: Jon Connell, WMCP® is a reputable finance institution located at 2452 U.S. 9 in Malta, New York, United States. Jon Connell, a Wealth Management Certified Professional, offers expert financial advice and services to help clients achieve their financial goals. With a focus on personalized financial planning, investment strategies, and retirement planning, clients can trust Edward Jones to provide tailored solutions to meet their individual needs. Whether you are looking to grow your wealth, plan for the future, or secure your financial stability, Jon Connell and his team are dedicated to helping you navigate the complex world of finance with confidence and peace of mind.

Mengel Morse and Associates is a finance institution located at 3418 Carman Road, Schenectady, New York, United States. Founded in 2017 by Greg Mengel and Bob Morse, who have over 20 years of experience in the field, our team of professionals is dedicated to providing holistic and tailored financial advice to help you achieve your most important goals. Whether you are planning for the future, managing wealth, or seeking guidance on life insurance, our comprehensive strategies are designed to meet your individual needs. As part of Thrivent, a Fortune 500 company with a long heritage of financial strength, we offer expert solutions and a commitment to giving back to the communities we serve. Our goal is to help you achieve financial clarity and confidence as you work towards your dreams. Contact us today to learn more about how we can help you on your financial journey.

Wealth Advisory Group LLC is a leading finance institution located at 1207 Troy-Schenectady Road in Latham, New York, United States. With a team of experienced financial advisors, they provide personalized wealth management services to help clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, Wealth Advisory Group LLC offers tailored solutions to meet your needs. Trustworthy and reliable, they are committed to helping clients navigate the complexities of the financial world and make informed decisions for a secure financial future.

Continuum Wealth Advisors, located at 18 Division Street in Saratoga Springs, New York, is a finance institution dedicated to helping you feel comfortable with your money. We pride ourselves on clear communication in plain English, taking care of the heavy lifting behind the scenes so you can focus on what matters to you. Our team provides a comprehensive view of your finances, utilizing both fundamental and technical analysis to ensure your money is working hard for you. From determining the right amount of coverage for you and your family to maximizing your compensation beyond just salary, we are here to guide you every step of the way. As a Registered Investment Advisor, we are committed to providing personalized financial planning and investment advisory services to clients in the state of New York. Contact us today to start your journey towards financial security and peace of mind.

Merrill Lynch Financial Advisor Jacqueline Sinclair-Parker is located at 1241 Pittsford Victor Road in Pittsford, New York, United States. Jacqueline offers a comprehensive approach to financial planning, utilizing Personal Wealth Analysis (PWA) to create tailored strategies for individuals, corporate executives, and business owners. With 16 years of experience at Merrill Lynch Wealth Management, Jacqueline provides expertise in retirement planning, wealth preservation, asset allocation, and more. She holds Series 7, 63, and 66 FINRA Registrations, as well as Life and Health Insurance Licenses. Jacqueline is dedicated to building strong client relationships based on trust and personalized service. Her mission is to understand each client's goals and priorities to help them achieve financial success. Through ongoing communication and adjustments to financial approaches, Jacqueline aims to help clients stay on track towards their goals. With access to resources from Merrill Lynch and Bank of America, Jacqueline can provide customized investment strategies and comprehensive financial solutions to meet the unique needs of each client.

Brittney Fields-Morrison is a trusted financial advisor at RBC Wealth Management, located at 455 Patroon Creek Boulevard in Albany, New York. With a focus on personalized financial planning and wealth management, Brittney helps clients navigate their financial goals and secure their financial future. With a commitment to excellence and a dedication to providing top-notch service, Brittney Fields-Morrison is a go-to resource for individuals looking to grow and protect their assets. Contact her today to start your journey towards financial success.