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TOP 30 Life insurance and wealth management in New York, NY
279 results found
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Mirsky Financial Management Corporation
Mirsky Financial Management Corporation, located at 130c Linden Oaks in Rochester, New York, offers a unique approach to wealth management in Fairport. As a finance institution, we understand the importance of hard work and building success, but we also believe that there comes a time when you should be able to enjoy the fruits of your labor. Our team of experienced wealth advisors are here to help you protect and grow your wealth beyond just your investment portfolio. Our services go beyond traditional wealth management firms, as we have expertise in financial planning, investing strategy, tax and estate planning, trust services, insurance coverage, and more. Our specialists work together to ensure all aspects of your financial life are taken care of, allowing you to focus on enjoying your wealth.
Vespoke - Wealth Management
Vespoke - Wealth Management is a finance institution located at 120 Allens Creek Road in Rochester, New York, United States. We specialize in providing custom tax-smart wealth management strategies to help our clients optimize their resources for financial success. Our team of professionals is dedicated to exploring all aspects of your financial life and creating personalized solutions to meet your goals. As an Avantax affiliated Financial Professionals, we adhere to strict registration requirements and offer a range of investment, advisory, and insurance services. Our goal is to ensure that you have access to the best financial products and services available, tailored to your individual needs.
Mercer Advisors Wealth Management
Mercer Advisors Wealth Management, located at 375 Woodcliff Drive in Fairport, New York, is a finance institution dedicated to helping individuals achieve their financial goals and live the life they desire. Their team of wealth advisors offers a comprehensive approach to wealth management, connecting all aspects of a client's financial life including financial planning, investments, tax strategies, estate planning, trustee services, and insurance. As a fiduciary institution, Mercer Advisors is committed to always acting in the best interest of their clients, providing personalized portfolio management by a team of full-time investment professionals. Their investment philosophy is rooted in science and research, focusing on building globally diversified, low cost, tax efficient portfolios tailored to each client's needs.
Montage Wealth Management
Montage Wealth Management, located at 179 Sully's Trail in Pittsford, New York, is a finance institution that specializes in designing financial plans to help individuals embrace the next chapter of their lives. Whether facing a job change, divorce, retirement, health issues, or the loss of a loved one, Montage Wealth Management understands the challenges that life-altering moments can bring. With a focus on creating well-thought-out financial strategies that reflect current needs and future dreams, the institution offers comprehensive support during these transitions. Their financial planning process aims to help clients establish new priorities and make informed decisions, empowering them to navigate through life's uncertainties with clarity and conviction. The team at Montage Wealth Management is dedicated to creating personalized and easy-to-understand plans, staying actively engaged in implementing every aspect of the financial plan, and collaborating with other experts to ensure a favorable outcome for clients.
Mercer Advisors Wealth Management
Mercer Advisors Wealth Management, located at 1129 Northern Boulevard in Manhasset, New York, offers a unique approach to financial planning. The firm believes in helping clients not only build wealth but also enjoy the fruits of their labor. With expertise in financial planning, investing strategy, tax and estate planning, trust services, insurance coverage, and more, Mercer Advisors aims to oversee and connect all aspects of a client's financial life. The team of talented wealth advisors at Mercer Advisors in the Manhasset area is dedicated to helping clients achieve their financial goals. From experienced professionals with backgrounds in accounting, finance, and wealth management, to experts in client satisfaction and operations management, the team is committed to providing personalized and comprehensive financial solutions.
Ginsberg Wealth Management LLC
Ginsberg Wealth Management, LLC is located at 200 South Service Road in Roslyn Heights, New York, United States. As an accounting, finance, and insurance agency, we offer personalized wealth management strategies to help our clients achieve their financial life goals. Our team is dedicated to helping you understand the opportunities and potential rewards that come with taking a proactive approach to your personal financial situation. Through our website, we aim to provide you with a better understanding of financial concepts such as investing, insurance, retirement planning, taxes, and wealth preservation. Working with a skilled independent fiduciary financial advisor can help you pursue your financial plan and achieve success.
Del-Sette Capital Management LLC
Del-Sette Capital Management LLC, located at 1332 Union Street in Schenectady, New York, is an accounting, finance, and insurance agency dedicated to helping individuals plan for a happy retirement. The institution offers the unique HAPPINESS IN RETIREMENT™ Program, created by founder Bill Del-Sette who has over 26 years of experience in tax, investment management, and retirement planning. This comprehensive program aims to help clients achieve their retirement goals, maximize their income streams, and enjoy their wealth while they are healthy. Del-Sette Capital Management LLC believes that everyone should have a written life plan, and that retirement planning should be based on this plan. Clients of the institution are part of a community of interesting individuals with work-optional lifestyles. With a focus on maximizing retirement happiness, Del-Sette Capital Management LLC provides a personalized approach to help clients make the most of their wealth and enjoy a fulfilling retirement.
Merrill Lynch Wealth Management Advisor M Keefe Gorman
Merrill Lynch Wealth Management Advisor M Keefe Gorman, located at 235 South Cayuga Street, Ithaca, New York, United States, is a finance institution with over 15,000 Merrill Lynch Financial Advisors helping clients across all 50 states, District of Columbia, and several US territories achieve their financial goals. Investing involves risks, and Merrill Lynch offers a broad range of brokerage, investment advisory, and other services. The institution does not provide legal, tax, or accounting advice and recommends consulting with legal and/or tax advisors before making financial decisions. Merrill Lynch is a registered broker-dealer and investment adviser, offering insurance and annuity products through Merrill Lynch Life Agency Inc. Trust and fiduciary services are provided by Bank of America Private Bank and U.S. Trust Company of Delaware. Banking products are provided by Bank of America, N.A. and affiliated banks. The institution offers a variety of investment, insurance, and annuity products and services, with certifications and trademarks from reputable financial organizations. Merrill Lynch strives to provide clients with useful information about products and services through relationship-based ads and online behavioral advertising. Please note that Bank of America Merrill Lynch is the marketing name for the global banking and global markets businesses of Bank of America Corporation. Securities, advisory, and investment banking activities are performed globally by the bank's affiliates. Securities, corporate advisory, and capital markets services are performed in Australia by Merrill Lynch Markets (Australia) Pty. Limited. Bank of America N.A. and DSP Merrill Lynch Limited are subsidiaries of Bank of America Corporation operating in India, offering a range of banking and financial services.
Capital Management Group
Capital Management Group is a finance and insurance agency located at 6928 Williams Road in Niagara Falls, New York, United States. For over twenty five years, we have been helping families, businesses, and municipalities in the Buffalo-Niagara and Erie, PA region with their insurance, investment, and employee benefit needs. Our mission is to maximize wealth, manage risk, and minimize costs for our clients. Whether you are a recent college graduate, a growing family, a baby boomer, a retiree, or an employer, we are here to assist you in reaching your financial goals. We will work with you every step of the way to ensure that your financial potential is fully realized.
Mengel Morse and Associates
Mengel Morse and Associates is a finance institution located at 123 Hale Haven Drive in Hilton, New York, United States. Founded in 2017 by Greg Mengel and Bob Morse, who have over 20 years of experience in the industry, our team is dedicated to providing personalized and comprehensive financial advice to clients across 32 states. We believe in helping our clients achieve their financial goals through holistic and meaningful advice that is tailored to their specific needs. Whether you are looking to manage wealth, plan for the future, or protect your assets, we are here to guide you every step of the way.
Anthony Mancuso - Private Wealth Advisor, Ameriprise Financial Services, LLC
Anthony Mancuso is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 90 Linden Oaks in Rochester, New York, United States. Anthony holds various certifications and designations including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Anthony's expertise and commitment to providing comprehensive financial planning services to individuals and businesses. Whether you are looking for retirement planning, investment strategies, estate planning, or insurance products, Anthony Mancuso has the knowledge and experience to help you achieve your financial goals. Contact Anthony Mancuso today to schedule a consultation and start planning for your financial future.
Andrew Drost - Private Wealth Advisor, Ameriprise Financial Services, LLC
Andrew Drost is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 1 Huntington Quadrangle in Melville, New York, United States. Specializing in finance, Andrew Drost holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Andrew Drost's expertise in asset management, estate planning, retirement planning, investment strategies, and more. With a commitment to ethical practices and continuing education, Andrew Drost provides comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. Whether you are looking for advice on investments, insurance products, estate planning, or retirement income, Andrew Drost is dedicated to helping clients achieve their financial goals.
Ivy Peterson - Private Wealth Advisor, Ameriprise Financial Services, LLC
Ivy Peterson is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 800 Veterans Memorial Highway, Hauppauge, New York, United States. Ivy holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor®. Ivy is well-equipped to provide comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a strong focus on ethics and expertise in asset management, investment strategies, estate planning, insurance products, and retirement planning, Ivy is dedicated to helping clients achieve their financial goals.
Geri Pell - Private Wealth Advisor, Ameriprise Financial Services, LLC
Geri Pell - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 300 East 40th Street, New York, New York, United States, is a finance institution offering a wide range of services to meet the diverse needs of individuals seeking expert financial advice. The institution boasts a team of professionals with various certifications and designations, such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planners™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications ensure that clients receive expert advice and guidance on a wide range of financial topics, including asset management, retirement planning, estate planning, investment strategies, insurance products, and much more. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, Geri Pell - Private Wealth Advisor has the expertise and knowledge to help you achieve your financial goals.
MassMutual Metro New York
MassMutual Metro New York is a leading finance and insurance agency located at Pennsylvania Plaza in New York City. As a part of the prestigious MassMutual network, we are dedicated to helping individuals and businesses achieve financial security and protection through our comprehensive range of insurance and investment products. Our team of experienced professionals is committed to providing personalized solutions tailored to meet the unique needs of our clients. Whether you are looking for life insurance, retirement planning, or wealth management services, MassMutual Metro New York is here to help you build a secure financial future.
Merrill Lynch Wealth Management Advisor Azaad Mohamed
Merrill Lynch Wealth Management Advisor Azaad Mohamed is a finance institution located at 36-35 Bell Boulevard, New York, United States. With over 15,000 Merrill Lynch Financial Advisors across all 50 states, the District of Columbia, and several US territories, clients are guided towards achieving their desired lifestyles. Specializing in asset allocation, diversification, and rebalancing, Merrill Lynch helps clients navigate the complexities of investing. It is important to note that investing involves risks, and consultation with legal and tax advisors is recommended before making financial decisions. Services offered include brokerage, investment advisory, and financial planning. Merrill Lynch, Pierce, Fenner & Smith Incorporated, a registered broker-dealer and investment adviser, is a wholly owned subsidiary of Bank of America Corporation. Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., while trust and fiduciary services are provided by Bank of America Private Bank. Banking products are offered by Bank of America, N.A. and affiliated banks. Merrill Lynch is committed to providing clients with information about products and services that may be beneficial to them. It is important to note that leaving the Bank of America website may redirect you to FINRA's BrokerCheck. Please refer to the institution's terms and privacy policies for more information.
Philip Andriola - Private Wealth Advisor, Ameriprise Financial Services, LLC
Philip Andriola is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 401 Franklin Avenue, Garden City, New York, United States. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®, Philip Andriola is equipped to provide comprehensive financial planning services for individuals and businesses. Whether you need assistance with retirement planning, estate planning, investment management, or insurance products, Philip Andriola has the expertise and experience to help you achieve your financial goals. Contact him today to schedule a consultation and take the first step towards securing your financial future.
The Feaser and Eisenbraun Group - Ameriprise Financial Services, LLC
The Feaser and Eisenbraun Group - Ameriprise Financial Services, LLC is a finance institution located at 1441 South Avenue in New York, United States. They offer complimentary initial consultations and provide investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Regular progress reviews and updates are conducted to adapt to life changes. Clients can access their investments and accounts securely from any device. The institution also offers insurance solutions to prepare for the unexpected and protect assets. Ameriprise financial advisors are registered in certain U.S. states. The institution emphasizes the importance of meeting to discuss financial goals and offers an initial consultation to provide an overview of financial planning concepts. Ameriprise Financial cannot guarantee future financial results. The institution is a member of FINRA and SIPC. Users of the site agree to abide by the rules and regulations. Referrals are appreciated, and the institution will reach out to them soon. Privacy and security are a top priority, with an Online Security Guarantee and information about email fraud available on the website.
Mengel Morse and Associates
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.
Northwestern Mutual
Northwestern Mutual is a reputable finance and insurance agency located in Hudson, New York, United States. With a strong commitment to helping clients achieve financial security and peace of mind, Northwestern Mutual offers a wide range of insurance and investment products tailored to meet individual needs. Their team of experienced financial advisors provides personalized guidance and expertise to help clients reach their financial goals. Whether you are looking for life insurance, retirement planning, or investment solutions, Northwestern Mutual is dedicated to providing top-notch service and support to help you secure a sound financial future.
Jay Kunstreich - Financial Advisor, Ameriprise Financial Services, LLC
Jay Kunstreich - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 2900 Westchester Avenue, Harrison, New York, United States. Jay Kunstreich holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise in asset management, retirement planning, estate planning, investment analysis, and more. Jay Kunstreich is dedicated to providing comprehensive financial advice and guidance to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. Whether you are looking for assistance with investment strategies, insurance products, estate planning, or any other financial need, Jay Kunstreich - Financial Advisor, Ameriprise Financial Services, LLC is here to help.
Dipaola Financial Group Inc
Dipaola Financial Group Inc is a reputable finance institution located at 287 Bowman Avenue in Harrison, New York, United States. With a strong focus on providing personalized financial solutions to meet the unique needs of their clients, Dipaola Financial Group Inc offers a wide range of services including investment management, retirement planning, and wealth preservation. Their team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through strategic planning and expert guidance. Visit Dipaola Financial Group Inc today to take the first step towards a secure financial future.
Northwestern Mutual - Jeffrey Zorn
Northwestern Mutual - Jeffrey Zorn is a reputable financial institution located at 50 Main Street in White Plains, New York. Specializing in providing financial planning services, investment strategies, and insurance solutions, the team at Northwestern Mutual is dedicated to helping clients achieve their long-term financial goals. With a focus on personalized service and tailored solutions, Northwestern Mutual - Jeffrey Zorn is committed to helping individuals and families secure their financial future.
Prudential Financial - Three Village
Prudential Financial - Three Village is a finance institution located at 100-5 South Jersey Avenue in Setauket- East Setauket, New York, United States. This institution offers a wide range of financial services including investment management, retirement planning, insurance, and wealth management. With a focus on providing personalized financial solutions to individuals, families, and businesses, Prudential Financial - Three Village is committed to helping clients achieve their financial goals and secure their financial future. The experienced team of professionals at this institution is dedicated to providing expert advice and guidance to help clients make informed decisions about their finances.
Lyle Roberts - Prudential Financial
Lyle Roberts - Prudential Financial is a reputable finance and insurance agency located at 331 Green Haven Road in Poughquag, New York, United States. With a strong commitment to providing top-notch financial services and insurance solutions, our dedicated team of professionals is here to help you navigate through your financial planning needs. Whether you are looking for retirement planning, investment advice, or insurance coverage, Lyle Roberts - Prudential Financial is your trusted partner in achieving your financial goals. Contact us today to learn more about our services and how we can assist you in securing your financial future.
Vincent T Trovato - Financial Advisor, Ameriprise Financial Services, LLC
Vincent T Trovato is a financial advisor at Ameriprise Financial Services, LLC located at 2345 New York 52, Hopewell Junction, New York, United States. With a focus on helping clients achieve their financial goals, Vincent offers personalized financial planning services to address retirement concerns, market fluctuations, and inflation risks. Clients can explore the Retirement InteractiveSM tool to understand potential challenges to their retirement income. Ameriprise Financial Services, LLC provides investment products and advisory services, with a commitment to helping clients build a more secure financial future. Vincent T Trovato is registered with FINRA and may conduct securities business in select states. Clients can schedule a complimentary initial consultation to discuss their financial needs and goals.
Farther
Farther is a finance institution located at 150 Greenwich Street in New York, New York, United States. We offer comprehensive wealth management services to ensure your prosperity now and in the future. By filling out a commitment-free form, you can begin receiving personalized guidance from our experienced advisors backed by proactive technology. Our advisors and data-driven wealth platform set a new standard in financial planning, putting your money to work for you and your family. At Farther, our wealth advisors' incentives are aligned with yours, allowing them to offer unbiased guidance that serves you above all else. Our proprietary platform is equipped with smart features that enable our advisors to focus more on your needs. Your advisor is supported by a team of experts including financial planners, estate attorneys, CPAs, life insurance specialists, and more.
Northwestern Mutual - Paul Levine
Northwestern Mutual - Paul Levine is a finance institution located at 50 Main Street in White Plains, New York, United States. Specializing in financial planning and insurance services, Northwestern Mutual - Paul Levine offers personalized solutions to help clients secure their financial future. With a focus on building long-term relationships and providing expert guidance, this institution is dedicated to helping individuals and families achieve their financial goals.
Equitable
Equitable is a prominent financial institution located at 1290 6th Avenue in the bustling city of New York, New York, United States. With a long history of providing trustworthy and reliable financial services, Equitable is dedicated to helping individuals and businesses achieve their financial goals. Offering a wide range of products and services, including investment options, retirement planning, insurance, and more, Equitable is committed to ensuring the financial well-being of its clients. With a team of knowledgeable and experienced professionals, Equitable is a trusted partner for all your financial needs.
Northwestern Mutual : John E Jacobs
Northwestern Mutual: John E Jacobs is a finance institution located at the Hudson City Center in Hudson, New York, United States. They provide a range of financial services and products to help individuals and businesses achieve their financial goals. With a focus on long-term planning and personalized solutions, Northwestern Mutual: John E Jacobs is dedicated to helping clients secure their financial future. Their team of experienced professionals is committed to providing expert guidance and support to clients in all aspects of financial planning and investment management.
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