The 30 Best Life balance advisors in New York

Integrative - Financial Life is a unique institution located at 4 Normanskill Boulevard in Delmar, New York, United States. As a finance and insurance agency, we specialize in connecting our clients' values to their financial goals. Our team of experts is dedicated to providing personalized solutions that align with our clients' values, ensuring that their financial decisions reflect their priorities and aspirations. Whether you are looking to plan for retirement, protect your assets, or invest in your future, Integrative - Financial Life is here to help you navigate the complexities of finance with integrity and purpose.

Merrill Lynch Financial Advisor Robert Bostelman is a finance institution located at 225 Liberty Street, New York, New York, United States. Managing your wealth begins with a deep understanding of your financial picture, and Robert Bostelman can help create a flexible strategy tailored to your goals. With access to investment insights from Merrill Lynch and banking solutions from Bank of America, personalized wealth management strategies can be developed. The institution offers a personalized plan through Merrill Personal Wealth Analysis™, focusing on your goals and priorities. As your needs change, adjustments can be made to your financial plan. Robert Bostelman believes in a financial approach that helps you pursue your goals, whether it's planning for future expenses, college tuition, or passing wealth to future generations. The institution offers custom strategies through the Merrill Investment Advisory Program, balancing risk and reward to help you meet your financial needs. Regular reviews and updates ensure that your financial approach aligns with your life changes and market conditions. By understanding your priorities, Robert Bostelman can create a financial approach that reflects your personality and helps you address fluctuations in the market. The institution provides personalized investment strategies and comprehensive financial solutions to help you achieve your goals. Robert Bostelman is registered to do business in multiple states and holds certifications from the Certified Financial Planner Board of Standards, Inc. Investing involves risk, and it is recommended to consult legal and tax advisors before making financial decisions. Merrill Lynch, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. The institution offers a range of brokerage, investment advisory, and other services. For more information about the services offered, speak with your Merrill financial advisor. Merrill Lynch, Pierce, Fenner & Smith Incorporated is a registered broker-dealer and investment advisor, while insurance and annuity products are offered through Merrill Lynch Life Agency Inc. Trust, fiduciary, and investment management services are also available through Merrill Lynch.

Merrill Lynch Financial Advisor Maria Schnirman is a bilingual professional with over two decades of experience in the financial services industry, specializing in working with entrepreneurs and high-net-worth individuals. Located at 114 West 47th Street, New York, New York, United States, Maria focuses on creating personalized financial plans based on clients' values and goals. She helps clients navigate financial stress and achieve progress, aiming to preserve their wealth and provide confidence, balance, and security for their family and business financial futures. Maria is dedicated to the financial well-being of her clients, offering access to investment insights from Merrill and banking convenience from Bank of America to address all aspects of clients' financial lives. She is passionate about delivering excellent service and helping clients pursue their goals, following the Merrill tradition of community involvement through volunteering. Maria offers the Merrill Personal Wealth Analysis™ to develop a customized plan focused on clients' goals and aspirations. By understanding clients' priorities and providing personalized advice, Maria helps clients manage, grow, and preserve their wealth while addressing changes in the market and in their lives. With a focus on building relationships and understanding individual needs, Maria strives to help clients achieve their financial goals and stay on track through life's changes.

John Hancock Life Insurance, located at 122 East 42nd Street, New York, New York, United States, is an insurance agency that offers financial advisory services with a personal touch. With a belief that life insurance should improve lives, the institution has been trusted by customers for over 160 years for their honesty, reliability, and commitment. John Hancock Life Insurance combines the tradition of a longstanding company with innovative solutions to transform the industry. They offer a variety of products to add value to policies, including the John Hancock Vitality Program which rewards and discounts for policyholders. The institution also provides access to the Galleri test for cancer detection for eligible members. Their experienced Advisors can help clients balance financial priorities, plan for retirement, and develop personalized financial plans tailored to individual goals. John Hancock Life Insurance is committed to empowering customers to protect what matters most and plan for a secure future.

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.

Merrill Lynch Financial Advisor Frank Vincent Guzzone, located at 6965 Yellowstone Boulevard, New York, United States, is dedicated to helping successful business owners and career professionals navigate the complexities of wealth creation and preservation. With a background in film and a passion for storytelling, Frank strives to create personalized financial plans that align with his clients' aspirations and lifestyle needs. By incorporating a 360° planning discipline, Frank addresses both sides of his clients' balance sheets, offering guidance on credit, lending, and budgeting to help streamline their daily finances. Through collaboration and careful planning, Frank aims to bring order to his clients' financial lives, empowering them to pursue their goals with confidence and purpose. With a focus on building strong client relationships based on trust and personalized service, Frank and his team at Merrill Lynch Wealth Management provide comprehensive financial solutions tailored to each client's unique needs and priorities. By shifting the focus from chasing money to pursuing impact, passion, and purpose, Frank helps his clients use money as a tool to build a life they love and find meaningful. With a commitment to understanding his clients' goals and priorities at every stage of their lives, Frank provides ongoing support and guidance to help them stay on track and adapt their financial approach as needed. Whether you're planning for retirement, saving for a major purchase, or funding a child's education, Frank is dedicated to helping you make informed investment decisions that align with your personal values and long-term objectives. Through regular check-ins and adjustments to your financial strategy, Frank ensures that your approach remains aligned with your evolving goals and aspirations. Partner with Frank Vincent Guzzone to take control of your financial future and pursue the life you envision.

Shlomo Bassalian, Financial Professional at New York Life, located in Great Neck, New York, offers holistic financial planning for affluent families and successful businesses. Their goal is to provide a straightforward and comprehensive perspective on your financial future, helping you identify uncertainties and concerns in a broader context to find the right solutions. Whether you need assistance with executive benefit plans, retirement planning, or organizing your entire financial picture, they are here to help. Salim Shlomo Bassalian is licensed to sell insurance through New York Life and offers securities products and services through NYLIFE Securities LLC. With a focus on bringing clarity and balance to your financial world, they aim to help you achieve your financial goals and live the life you've always wanted without the burden of financial worry.

Lynch Financial Advisor Loren F. Ward is located at 360 Hamilton Avenue, White Plains, New York, United States. The Werbitt Cicale Ward Group is a team of experienced financial advisors who specialize in servicing wealthy individuals, businesses, and families. They offer a personalized, goal-driven approach to financial planning that is tailored to each client's risk profile and aspirations. The team believes in simplifying the complexities of wealth management through education and communication, ensuring that clients' goals and values are preserved for generations to come. With a broad range of financial experience spanning many market cycles, the team at Merrill Lynch Financial Advisor Loren F. Ward is dedicated to providing clients with a balanced financial planning approach. They believe in carefully managing wealth to help clients achieve outcomes that are personally meaningful to them.

The Merrill Lynch Financial Advisor Sudip Mukherjee is located at 100 Jericho Quadrangle in Jericho, New York, United States. The Mukherjee Wealth Management Group focuses on building strong relationships through teamwork and involvement, offering access to global investment capabilities and banking convenience. As financial advisors, they provide personalized advice and guidance to help individuals and families pursue their financial goals. The team works closely with clients to develop a personalized financial plan, track progress, and make adjustments as needed. By understanding each client's unique situation and priorities, they can offer a customized approach that reflects their goals and values. The team at Merrill believes in helping clients make investment-related decisions that can help them reach personally meaningful goals. Through the Merrill Investment Advisory Program, they offer custom strategies that deliver an appropriate balance of risk and reward, grounded in a deep understanding of each client's needs. The goal is to help clients achieve financial success by staying on track to reach what's most important to them. With access to the global resources of Merrill, the team is committed to building strong client relationships based on trust and personalized service. The Merrill Personal Wealth Analysis™ helps build and document a personalized plan centered on client goals. The team understands that both life and financial markets can change over time, and they work with clients to update their approach to reflect these changes. By getting to know each client personally and understanding what matters most to them, the team can help create a financial approach that is built around their life priorities. As Merrill Lynch Wealth Management Advisors, they help clients navigate the financial complexities of life, building a customized investment approach to address their needs and pursue their goals. With a dedicated one-on-one relationship, clients can access personalized investment strategies and comprehensive financial solutions. The team is there to listen, guide, and help clients along their financial journey, no matter the question or decision. Investing involves risk, and the team at Merrill does not provide legal, tax, or accounting advice, encouraging clients to consult with their own advisors before making financial decisions. The goal is to help clients achieve their financial goals and live their best financial life through personalized advice and guidance.

Lynch Financial Advisor Judith L Werbitt, located at 360 Hamilton Avenue in White Plains, New York, is a finance institution dedicated to servicing wealthy individuals, businesses, and families. The Werbitt Cicale Ward Group, a multi-generational team, provides personalized financial advice tailored to each client's risk profile and aspirations. With a goal-driven framework, they simplify the complexities of wealth and investments through education and communication. The team's broad financial experience, accumulated through many market cycles, offers a balanced financial planning approach for clients seeking to manage their wealth carefully and achieve personally meaningful outcomes. By taking the time to understand each client's financial situation, goals, and values, they collaborate to build a personalized financial strategy.

Merrill Lynch Financial Advisor Daniel Jason Sporn, located at 1305 Walt Whitman Road, Melville, New York, United States, is a finance institution dedicated to understanding your unique financial goals and designing personalized plans to help you achieve them. With a focus on potential solutions that turn goals into reality, the institution offers access to the investment insights of Merrill and banking solutions from Bank of America. The team of experienced professionals at Merrill works to deliver custom strategies that balance risk and reward, ensuring that your financial approach is tailored to your individual needs and priorities. By regularly reviewing and updating your approach as your life and goals change, Merrill Lynch Financial Advisor Daniel Jason Sporn aims to help you stay on track towards achieving what matters most to you. With a commitment to building strong client relationships based on trust and personalized service, the institution offers a range of services to help you reach your financial goals, whether you're planning for retirement, saving for a home, or funding a child's education. Let Merrill Lynch Financial Advisor Daniel Jason Sporn help you navigate the complexities of your financial life and create a customized investment approach to address your needs and pursue your goals.

Merrill Lynch Financial Advisor Matthew A Roache, located at 1305 Walt Whitman Road in Melville, New York, offers personalized financial planning services tailored to your life priorities. The Miranda Wealth Management Group takes a holistic approach to investing, focusing on integrity, attention, and hard work to ensure that each client's financial situation and desires are fully understood. By collaborating with tax advisors and attorneys, the team ensures that all aspects of your financial strategy work together seamlessly. Specializing in high net worth individuals, families, and businesses, Merrill Lynch Financial Advisor Matthew A Roache provides customized recommendations for investment management, retirement planning, insurance, trust and estate planning services, and lending. With access to resources from Merrill Lynch Wealth Management, Bank of America Private Bank, and Bank of America, N.A., the team can help you achieve a balance between building wealth and reducing risk.

Merrill Lynch Financial Advisor Edward T. Stellingwerf, located at 75 Rockefeller Plaza in New York, United States, is a finance institution dedicated to delivering personalized advice that is easy to implement and understand. Their wealth management practice focuses on balancing everyday financial challenges with long-term ambitions, using goals-based wealth management techniques and investment planning strategies. The team at Merrill Lynch believes in helping clients pursue their life goals with confidence by providing transparency on costs and risks, aligning wealth with priorities, and adapting to changing needs. By utilizing research in behavioral finance, they offer an Investment Personality Assessment to customize financial approaches based on individual preferences. The institution provides access to Merrill's investment insights, as well as banking, trust, and fiduciary services from Bank of America. The team of experienced professionals at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service. They offer the Merrill Personal Wealth Analysis™ to create personalized plans centered on goals and achievements. By staying connected with clients and revisiting financial approaches, they aim to help clients reach their most important goals. The institution prioritizes getting to know clients personally in order to create a financial approach that reflects their unique needs and priorities. Working with a dedicated Merrill advisor means personalized investment strategies and access to comprehensive financial solutions from Bank of America. The team is committed to helping clients stay on track, regardless of market fluctuations, by providing the latest investment insights, tips, and strategies for optimal financial success.

Welcome to Merrill Lynch Financial Advisor Robert C. Ward, located at 450 Old Country Road, Riverhead, New York. We specialize in providing comprehensive financial advisory services tailored to meet the unique wealth management needs of business owners, entrepreneurs, and affluent individuals. With access to a wide range of investment solutions from Merrill and banking products from Bank of America, we offer personalized strategies to help you pursue your short- and long-term financial goals. Led by Robert C. Ward, a seasoned financial advisor with over three decades of experience, our team is dedicated to guiding you through the complexities of financial planning. Since joining Merrill Lynch in 2015 and becoming the Resident Director of the Riverhead office in 2018, Bob has focused on delivering exceptional service and insights into market trends and the global economy. His expertise is further enhanced by his Chartered Financial Consulting Designation (ChFC®), achieved in 2022.

Jinaki Kianga Stallworth is a reputable health institution located at 266 Purchase Street in Rye, New York, United States. Specializing in dentistry and general health care, this facility provides top-quality services to patients of all ages. With a team of experienced professionals, Jinaki Kianga Stallworth is dedicated to promoting overall wellness and ensuring the best possible outcomes for each individual's health needs. Visit us today for personalized care and a comfortable, welcoming environment.

Swati Sehgal is a reputable health institution located at 99 Business Park Drive in Armonk, New York, United States. Specializing in providing top-notch medical care, Dr. Swati Sehgal and her team are dedicated to helping patients achieve optimal health and well-being. With a focus on personalized care and a holistic approach to medicine, Swati Sehgal is committed to improving the lives of their patients. Whether you are seeking preventative care, treatment for a specific health issue, or simply looking to improve your overall wellness, Swati Sehgal is the place to go for exceptional healthcare services.

Andrew Metz, Counselor is a trusted institution located at 1940 Commerce Street in Yorktown Heights, New York. As a dedicated counselor, Andrew Metz provides compassionate and professional mental health services to individuals seeking support and guidance. With a focus on promoting emotional well-being and personal growth, Andrew Metz offers a safe and welcoming environment for clients to explore their thoughts and feelings. Whether you are facing challenges in your personal life, relationships, or mental health, Andrew Metz is committed to helping you navigate through difficult times and achieve a sense of balance and peace. Contact Andrew Metz, Counselor today to schedule an appointment and take the first step towards a healthier and happier future.

Northwestern Mutual, located at 99 Hawley Street in Binghamton, New York, is a finance and insurance agency dedicated to helping clients protect their families and achieve their financial goals. Their team of financial advisors offers personalized plans that balance current priorities with future aspirations, all at no cost to the client. With top ratings from major agencies and recognition for customer experience, Northwestern Mutual provides a wide range of financial options, including investments and insurance, tailored to each client's unique needs. Their holistic approach to financial planning takes into account all aspects of a client's life, guiding them through major life events and helping them reach their goals with confidence. Through a commitment to diversity and inclusion, Northwestern Mutual strives to create a culture of respect and recognition for employees, advisors, clients, and communities. With a focus on growth, protection, and income in retirement, Northwestern Mutual offers a comprehensive range of financial solutions to help clients live the life they've always wanted.

Spirit Miller Northeast is a trusted moving company located at 15 Pine Street in Deposit, New York. With years of experience in the industry, they offer reliable and efficient moving services for both residential and commercial clients. Their team of skilled professionals ensures that your belongings are safely transported to their destination. Whether you are moving locally or long distance, Spirit Miller Northeast is committed to providing top-notch customer service and making your moving experience as smooth as possible. Contact them today for a stress-free moving experience.

Quick Rx Specialty Pharmacy, located at 1047 Surf Avenue in New York, is a health institution that provides specialized pharmacy services. With 24/7 support, copay assistance, and nationwide delivery, Quick Rx is dedicated to ensuring patients receive the care they need when they need it. The company culture at Quick Rx is supportive and goal-oriented, with a team of dedicated professionals working together to provide the best care possible. From doctors to nurses, everyone at Quick Rx is committed to assisting those in need. The connections built with other providers and patients make working at Quick Rx a rewarding experience.

Northwestern Mutual, located at 301 Main Street in Goshen, New York, is a finance and insurance agency dedicated to helping you protect your family and achieve your financial goals. Our team of financial advisors will work with you to create a personalized plan that balances your current and future priorities. With top ratings from major financial strength agencies, we offer a wide range of financial options including investments and insurance tailored to your specific goals. Our advisors will guide you through life events and help you plan for the future, so you can live the life you've always wanted with confidence. Connect with us today to start your financial journey with Northwestern Mutual.

Northwestern Mutual is a finance and insurance agency located at 356 Meadow Avenue, Newburgh, New York, United States. Our financial advisors are dedicated to protecting your family and helping you achieve your goals through personalized insurance plans that provide financial flexibility and income protection. We offer a wide range of financial options, including investments and insurance, to help you reach your goals. With the highest financial strength ratings awarded to any U.S. life insurer, you can trust us to provide you with the best financial solutions. Our advisors will work with you to create a personalized plan that balances your current and future priorities, ensuring that you have the confidence to live the life you've always wanted. Contact us today to connect with an advisor and start planning for your future with Northwestern Mutual.

Elevating Your Business, located at 322 101st Street in New York, United States, is a finance and health institution dedicated to helping female financial advisors increase their revenues and grow their businesses effortlessly. Led by award-winning Strategic Consultant and Success Coach Maria, the institution offers group coaching, small mastermind programs, and personalized services tailored to the needs of each client. Through a three-step process of self-awareness, strategic planning, and action, Elevating Your Business guides clients towards professional and personal success. By implementing proven tools and templates, clients can build systems, scale their businesses, and live better while freeing up time to focus on growing their businesses without burnout.

Twelve Two Capital LLC is a finance institution located in New York, United States. The mission of Twelve Two Capital is to help individuals live a meaningful and fulfilling life by removing the worry and clutter associated with financial matters. The institution offers Financial Planning and Investment Management services with no minimums, catering to a wide range of clients including young families, single parents, and first-generation young professionals. The team at Twelve Two Capital is committed to putting the needs and interests of their clients first, providing personalized advice and facilitating healthy conversations around money. Whether through in-person meetings in the New York City Metro area or virtual meetings across the United States, Twelve Two Capital aims to simplify the financial planning process and help clients achieve a balanced and comfortable relationship with money.

Jerry Christopher - State Farm Insurance Agent is a well-established insurance agency located at 1778 Empire Boulevard in Webster, New York. With over 40 years of experience, Jerry Christopher offers personalized insurance quotes for auto, motorcycles, boats, jet skis, recreational vehicles, home, renters, condo, townhouse, rental/landlord, business, life, and pet insurance. He is actively involved in the Penfield and Webster communities, and is a member of various organizations including Penfield Rotary, Penfield Chamber of Commerce, Webster Chamber of Commerce, and Genesee Orchid Society. In addition to insurance services, Jerry Christopher also provides financial services to his clients. He is committed to providing exceptional customer service without any hassle. Whether you are in Rochester, Penfield, Chili, Wheatland, or any other nearby area, Jerry Christopher is dedicated to meeting your insurance needs.

At Psychic Adviser and Educator Shanon at Seraphim's Keep, we offer a unique blend of psychic guidance and educational services to help you navigate life's challenges and unlock your full potential. Located at 567 Columbia Turnpike in East Greenbush, New York, our institution is dedicated to promoting mental and emotional well-being through personalized readings, workshops, and classes. Whether you're seeking spiritual enlightenment, career advice, or relationship guidance, Shanon is here to provide you with the insight and support you need to thrive. Visit us today and discover the power of self-discovery and growth at Seraphim's Keep.

Northwestern Mutual: Beckwith Trent is an insurance agency located at 1201 Troy-Schenectady Road, Latham, New York, United States. Our financial advisors are dedicated to helping you protect your family and achieve your goals by providing insurance solutions that offer financial flexibility and income protection. We offer personalized plans that balance your current and future priorities at no cost to you. As a top 10 Independent Investment Broker-Dealer, we provide a wide range of financial options tailored to your goals. Our high financial strength ratings and accolades, such as being ranked the Best Life Insurance Company for Customer Experience by NerdWallet, showcase our commitment to excellence. Our advisors will guide you through life events and create a comprehensive financial plan that combines growth and protection strategies. Connect with an advisor today to start working towards the life you've always wanted.

Northwestern Mutual Financial, located at 17 Maple Street in Potsdam, New York, is a finance and insurance agency dedicated to helping clients protect their families and achieve their financial goals. Their team of advisors offers personalized plans that balance current and future priorities, providing a range of financial options including investments and insurance. With top ratings for financial strength and customer experience, Northwestern Mutual is committed to helping clients reach their goals through tailored strategies for growth and protection. Their inclusive approach to financial planning considers all aspects of a client's life, guiding them through important milestones and helping them secure their financial future. By fostering a culture of respect and diversity, Northwestern Mutual aims to create a welcoming environment for employees, advisors, clients, and communities. With a focus on inclusion and commitment to excellence, Northwestern Mutual is a trusted partner in financial planning and protection.

Buffalo First Wealth Management, LLC is a finance and insurance agency located at 7606 Transit Road in Buffalo, New York, United States. Our team of experienced professionals is dedicated to helping our clients take control of their financial future with our active wealth management solutions. We prioritize the protection of our clients' money and assets, providing them with confidence and peace of mind. As a Registered Investment Advisor (RIA), we adhere to the highest standard of care when managing our clients' money. Unlike stockbrokers and broker-dealers, we are committed to always acting in our clients' best interests. Our transparent, asset-based fee structure ensures that our interests are aligned with those of our clients.

Holly Kristin Ye Yettaw Luts is a reputable medical institution located at 1250 Waters Place in New York, United States. Specializing in providing top-quality healthcare services, the institution offers a wide range of medical treatments and services to ensure the well-being of its patients. With a team of experienced doctors and health professionals, Holly Kristin Ye Yettaw Luts is committed to providing personalized and compassionate care to all individuals seeking medical assistance. Whether you are in need of routine check-ups, specialized treatments, or emergency care, this institution strives to deliver the highest standard of medical care to help you achieve optimal health and wellness.