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TOP 30 Legacy life resources in New York, NY
28 results found
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Legacy Life University
Legacy Life University is a premier institution located at 28 Ingrassia Road in Middletown, New York, United States. Our university is dedicated to providing a transformative educational experience that prepares students for success in their personal and professional lives. We offer a wide range of degree programs in various disciplines, taught by expert faculty who are committed to student growth and development. At Legacy Life University, students can expect a supportive and inclusive learning environment that fosters creativity, critical thinking, and innovation. Join us at Legacy Life University and embark on a journey towards a brighter future.
Integrated Financial Partners
Integrated Financial Partners is a leading financial institution located at 16 Mount Ebo Road South in Brewster, New York. Specializing in a wide range of financial services, including investment planning, retirement planning, and wealth management, our team of expert advisors is dedicated to helping clients achieve their financial goals. With a focus on personalized service and tailored solutions, we strive to provide our clients with the tools and resources they need to secure their financial future. Contact us today to schedule a consultation and take the first step towards financial success.
Hara Yoshida Accounting
Hara Yoshida Accounting, located at 50 Main Street in White Plains, New York, offers retirement and financial solutions specifically tailored for Japanese Americans. Specializing in cross-border tax solutions for Japanese nationals, the institution provides services for expatriates, dual-citizens, or Japanese nationals living and working in the United States. Yoshida Wealth Management takes a personalized approach to uncovering clients' unique values and priorities in order to develop a harmonious framework between financial plans and life goals. As independent fiduciaries, they aim to be true financial partners, listening to clients, clarifying goals, and developing long-term financial plans and investment strategies for sustained success.
Jacob Leisler Institute
The Jacob Leisler Institute is a library located at 46 Green Street in Hudson, New York, United States. This institution is dedicated to preserving and promoting the history of the Hudson Valley region, with a focus on the colonial period and the life of Jacob Leisler. Visitors can explore a collection of rare books, manuscripts, and artifacts related to this important historical figure and the early settlements in the area. The institute offers research opportunities, educational programs, and exhibitions to engage the community and uncover the rich heritage of the Hudson Valley.
Franklin D. Roosevelt Presidential Library and Museum
The Franklin D. Roosevelt Presidential Library and Museum, located at 4079 Albany Post Road in Hyde Park, New York, is a must-visit destination for history enthusiasts and tourists alike. As the first presidential library ever created, it houses a vast collection of documents, photographs, and artifacts related to the life and presidency of Franklin D. Roosevelt. Visitors can explore interactive exhibits, learn about FDR's New Deal policies, and gain insight into his leadership during World War II. The museum also offers guided tours, educational programs, and special events throughout the year. Whether you're a history buff or simply curious about one of America's most influential presidents, the Franklin D. Roosevelt Presidential Library and Museum is a fascinating and informative place to explore.
Merrill Lynch Financial Advisor Morgan P Brooks
Merrill Lynch Financial Advisor Morgan P Brooks, located at 449 New York 146 in New York, United States, is a finance institution supported by the global resources of Merrill. The team is dedicated to building strong client relationships based on trust and personalized service. Your financial advisor at Merrill Lynch Wealth Management focuses on your family, goals, and priorities, adapting as they change over time. By starting with a conversation, your advisor helps you identify and prioritize your most important goals, whether it's transferring wealth, pursuing passions, or planning for the future. The Investment Personality Assessment helps customize your financial approach based on your investing preferences. The institution offers personalized financial guidance, retirement planning, wealth preservation, and portfolio services. By working with clients' tax and legal advisors, the team helps address investment challenges. The Merrill Personal Wealth Analysis™ creates a personalized plan centered around your goals. Regular check-ins ensure your financial approach reflects any changes in your life or the market. Your advisor will review your progress and make adjustments as needed to help you achieve your goals. With a focus on putting you first, Merrill Lynch Wealth Management Advisors are dedicated to helping you build a customized investment approach to pursue your goals. The institution provides the latest investment insights, tips, and strategies to help you live your best financial life.
Wilson Advisors, LLC
Wilson Advisors, LLC is a professional finance institution located at 1764 U.S. 9 in New York, United States. Specializing in financial counseling services for senior corporate executives and high net worth individuals, Wilson Advisors, LLC is dedicated to understanding the unique goals, values, and risk tolerance of each client. Founded by Tim Wilson in 2007, the firm offers personalized services with complete transparency, charging a flat fee for all services. With over 25 years of experience, Tim Wilson and his team of financial counselors have the education, resources, and dedication to assist clients with all their financial planning needs. Clients praise Tim Wilson for his professionalism, comprehensive advice, and ethical business practices. Based in the Albany-Saratoga region of New York, Wilson Advisors, LLC serves clients across the United States.
University at Albany Alumni Quad
The University at Albany Alumni Quad is a prestigious university located at 325 Western Avenue in Albany, New York, United States. This institution serves as a hub for alumni who have graduated from the university and offers a variety of resources and events to help them stay connected and engaged with the university community. The Alumni Quad is a vibrant and welcoming space where alumni can network, attend workshops, and participate in social activities. It is a place where alumni can continue to learn, grow, and contribute to the university's legacy of excellence.
Honorable John Favreau
The Honorable John Favreau is a local government office located at 729 U.S. 9 in Champlain, New York, United States. This institution serves the community by providing various services and resources to residents. As a respected and esteemed figure, John Favreau leads the office with integrity and dedication to serving the needs of the people. Whether it be addressing local issues, managing public resources, or organizing community events, the Honorable John Favreau and his team work tirelessly to ensure the well-being and prosperity of Champlain and its residents.
Samuel de Champlain History Center
The Samuel de Champlain History Center is a travel agency located at 202 Elm Street in Champlain, New York, United States. This institution offers historical tours and educational programs focused on the life and explorations of Samuel de Champlain, the famous French explorer and navigator. Visitors can immerse themselves in the rich history of the region and learn about Champlain's impact on the area through interactive exhibits, guided tours, and engaging activities. Whether you are a history buff or just looking to explore the past, the Samuel de Champlain History Center is the perfect destination for a fascinating and educational experience.
Dr. Martin Luther King Jr. School No. 9
Dr. Martin Luther King Jr. School No. 9 is a prestigious primary school located at 485 North Clinton Avenue in Rochester, New York. Named after the iconic civil rights leader, our school is dedicated to promoting equality, diversity, and excellence in education. With a strong focus on academic achievement and character development, we strive to inspire our students to become compassionate leaders in their communities. Our dedicated staff and supportive learning environment create a nurturing space for students to thrive and reach their full potential. Join us at Dr. Martin Luther King Jr. School No. 9 and be a part of our legacy of excellence.
Inspire Confidence Group - Ameriprise Financial Services, LLC
Inspire Confidence Group - Ameriprise Financial Services, LLC is a trusted finance institution located at 7242 U.S. 9 in Plattsburgh, New York, United States. Our team of Ameriprise financial advisors are registered to do business in certain U.S. states and are dedicated to helping you achieve your financial goals. From the initial consultation to discussing what's most important to you, we provide personalized financial planning concepts to guide you towards a secure financial future. While we cannot guarantee future financial results, we are committed to providing you with the tools and resources needed to make informed decisions. As a member of FINRA and SIPC, we adhere to strict rules and regulations to ensure the security and privacy of our clients. Whether you are looking to plan for retirement, save for your children's education, or invest in your future, we are here to help. Contact us today to schedule a meeting and start your journey towards financial success.
AXA Advisors
AXA Advisors is a finance institution located at 4100 Vestal Road in Vestal, New York. As a leading provider of financial services, AXA Advisors offers a wide range of investment and insurance products to help individuals and businesses achieve their financial goals. With a team of experienced financial advisors, AXA Advisors is dedicated to providing personalized financial solutions tailored to meet the unique needs of each client. Whether you are planning for retirement, saving for college, or protecting your assets, AXA Advisors has the expertise and resources to help you make informed decisions and secure your financial future.
Katherine Johnson
Katherine Johnson is an educational institution located at 20 Community Lane in Liberty, New York, United States. Named after the trailblazing NASA mathematician, the institution is dedicated to providing high-quality education and resources to students of all ages. With a focus on STEM subjects and a commitment to fostering a love of learning, Katherine Johnson offers a range of programs and services to support academic success and personal growth. Whether you're looking to further your education or pursue a new career path, Katherine Johnson is here to help you reach your goals.
Edward Hopper House Museum & Study Center
The Edward Hopper House Museum & Study Center is a must-visit destination located at 82 North Broadway in Nyack, New York. This museum is dedicated to showcasing the life and work of the renowned American realist painter Edward Hopper. Visitors can explore the artist's childhood home, which has been preserved as a museum, and view a collection of his iconic paintings. The museum also serves as a study center, offering educational programs and resources for those interested in learning more about Hopper's artistic legacy. With its rich history and beautiful displays, the Edward Hopper House Museum & Study Center is a popular tourist attraction for art enthusiasts and history buffs alike.
Barnum Financial Group
Barnum Financial Group is a finance institution located at 54 South Liberty Drive, Stony Point, New York, United States. We are dedicated to your financial well-being and helping you achieve your financial goals. Our founder's story and the transformation of Barnum into what it is today are inspiring. Meet our leadership team, who are committed to achieving Barnum's mission, and creating a culture of belonging, respect, and opportunity for all. We are actively involved in making a difference in the communities where we work and live. At Barnum Financial Group, we have a complete list of financial representatives ready to assist you in every step of your financial journey. We are proud to be recognized for our commitment to our clients' financial success and have been featured in various national and local media outlets for our knowledge and thought leadership.
Merrill Lynch Financial Advisor Daniel P. Ebert
Merrill Lynch Financial Advisor Daniel P. Ebert is a finance institution located at 75 Rockefeller Plaza, New York, New York, United States. The team at Merrill Lynch is dedicated to understanding your values and goals in order to help you achieve financial success. Daniel Ebert, a Financial Advisor & Senior Portfolio Advisor, works with successful individuals and families to provide customized financial management strategies. With a focus on cash flow analysis, asset allocation, retirement planning, investment management, insurance, and estate planning services, Daniel and his team aim to help clients pursue their life goals and plan their legacy. By taking a planning-first approach and utilizing the open-architecture investment model at Merrill, Daniel can provide clients with a comprehensive financial strategy tailored to their individual needs. Additionally, with access to banking & lending, estate, trust, and insurance capabilities, Daniel serves as the ultimate financial resource for his clients. Through one-on-one conversations and personalized financial plans, Merrill Lynch Wealth Management Advisors help clients navigate the complexities of their financial lives, offering investment insights and strategies to help them achieve their goals. As a registered financial advisor in multiple states, Daniel Ebert is committed to helping his clients live their best financial lives by providing personalized investment strategies and comprehensive financial solutions.
Merrill Lynch Private Wealth Advisor Joshua A. Hidalgo
Merrill Lynch Private Wealth Advisor Joshua A. Hidalgo is located at 225 Liberty Street in New York, New York, United States. This finance institution offers industry-leading research and expert analysis to help wealthy individuals and families stay ahead in managing their wealth. With a focus on personalized attention and wealth management solutions, the institution combines global capabilities with a deep understanding of complex financial needs to help clients achieve their goals. Joshua Hidalgo, a Senior Vice President and Private Wealth Manager at Merrill Private Wealth Management, is dedicated to serving high net worth individuals, families, and institutions both in the US and internationally. He and his team prioritize connecting all aspects of their clients' financial lives to help them pursue their most important goals. Joshua, who holds a B.B.A degree in Finance and the Chartered Financial Analyst (CFA) designation, joined Merrill in 2011 and is committed to developing tailored financial strategies for each client.
Alliant Private Client
Alliant Private Client, located at 32 Old Slip, New York, New York, United States, is an insurance agency dedicated to protecting your assets today and securing your legacy for tomorrow. Specializing in high-net-worth individuals and families, Alliant Private Client offers personalized risk management solutions for homes, collections, liability, cyber security, and life insurance. With a collaborative team of experts, Alliant Private Client has a reputation for excellence and reliability in the insurance landscape. In today's evolving insurance market, Alliant Private Client provides insights and guidance on self-insurance as a potential risk management strategy. By understanding the benefits and downsides of self-insurance, clients can make informed decisions on how to best protect their assets. From redirecting insurance funds towards protective measures to considering the financial obligations of catastrophic losses, Alliant Private Client offers comprehensive advice on risk retention strategies.
H.F. Kane Benefits Solutions
H.F. Kane Benefits Solutions is an insurance agency located at 191 Main Street in Port Washington, New York. With years of experience, we specialize in helping clients prepare for the unknown and achieve their financial goals. As an independent financial services firm, we have access to a wide range of products to ensure you receive the best solutions for your needs. Our proven finance strategies are designed to meet your risk tolerance and withstand market volatility, with unbiased recommendations tailored to your specific goals. We take a holistic approach to insurance, considering both your immediate needs and long-term vision. Our unique solutions are designed to provide eye-opening results for both individuals and businesses. Connect with us for access to a competitive energy procurement platform and robust resources for scalability and risk management.
Hemingway Hall
Hemingway Hall is a prestigious institution located at Students Court in Fredonia, New York, United States. Named after the iconic American author Ernest Hemingway, the hall is known for its commitment to academic excellence and fostering a vibrant community of students. With state-of-the-art facilities and a dedicated faculty, Hemingway Hall provides a supportive and enriching environment for students to thrive in their studies and personal growth. The institution offers a wide range of programs and resources to help students succeed in their academic pursuits and prepare for future success. Experience the legacy of Hemingway and the spirit of excellence at Hemingway Hall.
Merrill Lynch Financial Advisor Gregg A Marano
Merrill Lynch Financial Advisor Gregg A Marano is a finance institution located at 50 New York 111, Smithtown, New York, United States. The team at Merrill Lynch is dedicated to understanding your values and helping you achieve your financial goals. They offer personalized one-on-one conversations to get to know you and your family's needs, focusing on both your current life goals and planning for your legacy. Gregg Marano, a Senior Vice President and Financial Advisor at Merrill Lynch, has a wealth of experience and certifications in the financial industry. He has been recognized by Forbes as one of the "Best-in-State Wealth Advisors" in 2023. With a background in portfolio construction, retirement planning, and business transition, Gregg and his team use Merrill's global resources to provide strategic recommendations tailored to high net-worth clients and business owners.
Merrill Lynch Financial Advisor Jack O'Connell
Merrill Lynch Financial Advisor Jack O'Connell, located at 1325 Franklin Avenue, Garden City, New York, offers personalized and professional financial services to individuals, families, and privately held companies. With over 30 years of experience, the O'Connell Group combines the attentive service of a small team with the resources of one of the largest global financial services companies. They specialize in designing customized strategies to help clients achieve their financial goals, whether it be generating income for retirement, funding education, transferring wealth, or establishing a legacy. The team offers a range of capabilities, including personalized advice for corporate executives, business owners, and affluent families. They believe in building strong client relationships based on trust and personalized service, supported by the global resources of Merrill. The team is committed to helping clients navigate the complexities of their financial lives and achieve their goals through a customized investment approach. With a focus on personalized service and comprehensive financial solutions, Merrill Lynch Financial Advisor Jack O'Connell is dedicated to helping clients live their best financial life.
Merrill Lynch Financial Advisor John J. Riter
t Merrill Lynch Financial Advisor John J. Riter, located at 21 Masse Place in Batavia, New York, our team of experienced professionals at Riter, Grammatico, Reich, White, Tufts & Associates is dedicated to providing the strongest and most robust overall client experience. With over 140 years of combined experience, we offer goals-based planning and investment services to individual, non-profit, and corporate clients in 34 different states and 7 countries. We believe in delivering the best of both worlds - the resources of a world-class organization like Merrill Lynch, combined with the personal touch and friendliness associated with small town values. Our relentless pursuit of financial wellness aims to help clients achieve better outcomes and reach their financial goals. We provide fiduciary advisory services to help manage retirement investments and offer a legacy of service excellence to ensure smooth program operations.
Merrill Lynch Financial Advisor Christopher C. White
Merrill Lynch Financial Advisor Christopher C. White, located at 21 Masse Place in Batavia, New York, is a finance institution that is part of the Riter, Grammatico, Reich, White, Tufts & Associates team. With over 140 years of combined experience, the team provides comprehensive financial planning and investment services to individual, non-profit, and corporate clients in 34 states and 7 countries. The team is dedicated to delivering a personalized client experience, combining the resources of Merrill Lynch with a small-town, friendly approach. They offer fiduciary advisory services, a legacy of service excellence, and a team of experienced professionals who prioritize your financial goals. By listening to your aspirations and addressing your concerns, they work with you to develop a customized financial plan that helps you manage, grow, and preserve your wealth. The team is committed to staying informed about changes in your life and the market, ensuring that your financial approach aligns with your evolving goals. With a focus on building strong client relationships based on trust and personalized service, Merrill Lynch Financial Advisor Christopher C. White and the RGRWT Group are dedicated to helping you achieve your financial goals.
Merrill Lynch Financial Advisor Gerard J. Andrews
Merrill Lynch Financial Advisor Gerard J. Andrews, located at 114 West 47th Street in New York, offers personalized wealth management services that prioritize the needs and goals of the investor. The Andrews Group, led by Jerry Andrews, provides tailored financial strategies designed to help clients pursue their goals and adjust their approach over time. With a focus on preserving invested capital while seeking growth opportunities, the team at Merrill Lynch leverages the resources and insights of the firm to create customized investment portfolios. Clients benefit from a highly communicative and proactive service model, backed by a team with over a century of combined investment experience. The Andrews Group also specializes in values-based investing, helping clients align their investments with their beliefs and priorities. Whether you are planning for retirement, building your legacy, or seeking to achieve other financial goals, Merrill Lynch Financial Advisor Gerard J. Andrews is dedicated to helping you navigate the complexities of your financial life and build a personalized wealth management approach for the future.
Merrill Lynch Financial Advisor Daniel T. O'Connell
Merrill Lynch Financial Advisor Daniel T. O'Connell, located at 1325 Franklin Avenue, Garden City, New York, United States, offers personalized and professional financial services to individuals, families, and privately held companies. With over 30 years of experience, The O’Connell Group provides customized strategies to help clients achieve their financial goals, whether it be generating income for retirement, funding education, transferring wealth, or establishing a legacy. The team specializes in managing assets on a tax-efficient basis, aiming to preserve and grow wealth for the long term. They work with a select group of clients, including business owners, corporate executives, and affluent families, offering a range of capabilities tailored to each client's unique needs and goals. The team is committed to building strong client relationships based on trust and personalized service, supported by the global resources of Merrill Lynch. As Merrill Lynch Wealth Management Advisors, they are dedicated to helping clients navigate the complexities of their financial lives and achieve their goals. With access to top-quality research and technology, the team provides personalized investment strategies and comprehensive financial solutions to help clients live their best financial life.
Merrill Lynch Financial Advisor Todd C Russell
Merrill Lynch Financial Advisor Todd C Russell, located at 300 Broadhollow Road, Melville, New York, offers personalized financial planning services to help clients achieve their retirement goals and ensure their assets last a lifetime. With over 25 years of experience in the financial services industry, Todd Russell focuses on connecting all aspects of clients' financial lives to help them prioritize and pursue their most important goals. As a Vice President and Senior Financial Advisor, Todd works with individuals and families to understand their financial situation, risk tolerance, and long-term objectives, recommending personalized financial strategies aligned with their aspirations. Supported by the global resources of Merrill Lynch, Todd's team is dedicated to building strong client relationships based on trust and personalized service. Through Merrill Personal Wealth Analysis™, clients can develop a customized plan centered on their goals and focused on achieving their desired financial outcomes. Todd believes in a client-centered approach, focusing on solutions that can turn goals into reality and help manage investment risk. By understanding clients' aspirations and financial needs, Todd helps design and implement personalized plans to help clients pursue their financial goals while considering future wealth management and legacy planning. With access to the investment insights of Merrill and banking solutions from Bank of America, Todd works with clients to develop an approach tailored to their financial needs. By utilizing the Investment Personality Assessment, Todd can gain a deeper understanding of clients' investing preferences and customize financial strategies to align with their priorities. As clients' lives and goals evolve, Todd ensures their financial approach reflects these changes, helping them stay on track to achieve what matters most to them. By getting to know clients personally and understanding their unique needs, Todd can create a financial approach that reflects their personality and helps them achieve their goals. As a Merrill Lynch Wealth Management Advisor, Todd helps clients navigate the financial complexities of life, offering personalized investment strategies and comprehensive financial solutions. With a focus on building a dedicated one-on-one relationship with clients, Todd helps guide them along their financial journey, addressing each question and decision with personalized care and expertise. Todd Russell is registered to do business in multiple states, offering investment insights, tips, and strategies to help clients live their best financial life. Please consult legal and tax advisors before making any financial decisions, as investing involves risk and past performance does not guarantee future results. Contact Merrill Lynch Financial Advisor Todd C Russell to start building a customized financial plan tailored to your unique goals and priorities.
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