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TOP 30 Local financial advisor in New York, NY
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Financial Planning Services | The Financial Gym
Financial Planning Services at The Financial Gym, located at 1077 Pleasantville Road in Briarcliff Manor, New York, offers personalized financial planning and coaching to help individuals achieve their financial goals. Our team of experienced professionals provide guidance on budgeting, saving, investing, and more to help clients build a strong financial foundation. Whether you're looking to buy a home, save for retirement, or pay off debt, our services can help you navigate the complex world of finance with confidence. Visit us today to start your journey towards financial fitness.
Merrill Lynch Financial Advisor John Callea
Merrill Lynch Financial Advisor John Callea is a finance institution located at 50 New York 111, Village of the Branch, New York, United States. Managing your wealth begins with a deep understanding of your financial picture. With a focus on what matters most to you, John Callea can help create a flexible strategy tailored to today's market conditions. Access investment insights from Merrill and banking solutions from Bank of America for a comprehensive approach to wealth management. John Callea believes in giving back to the community and volunteers with local organizations. With Merrill Personal Wealth Analysis™, a personalized plan can be built to achieve your goals. Your financial advisor will prioritize your family, goals, and priorities, adapting to changes over time. By engaging in conversations and understanding your aspirations, John Callea can help you make informed decisions about your financial future.
Merrill Lynch Financial Advisor Michael J. Woolfolk
Merrill Lynch Financial Advisor Michael J. Woolfolk is located at 360 Hamilton Avenue, White Plains, New York, United States. Specializing in finance, Michael provides investment, retirement, and wealth management advice to individuals in the Greater New York City area. With a PhD in finance and 20 years of experience as a Wall Street strategist, Michael offers unique insights into today's financial markets and complex products. He is dedicated to helping high-net worth individuals, families, and small business owners navigate the various products and strategies available to meet their financial goals. Committed to community involvement, Michael volunteers with local organizations and believes in building personalized financial plans centered around clients' goals and priorities. By utilizing the Merrill Personal Wealth Analysis™ tool, Michael helps clients create tailored plans to achieve their financial aspirations. With a focus on understanding clients' changing needs and goals, Michael offers personalized financial strategies to help manage, grow, and preserve wealth. Through ongoing communication and adjustments to financial approaches, Michael aims to help clients stay on track to achieve their financial objectives. As a Merrill Lynch Wealth Management Advisor, Michael works closely with clients to develop customized investment approaches and provide comprehensive financial solutions. With a commitment to prioritizing clients' needs and goals, Michael aims to help individuals achieve financial success and live their best financial life.
Robert Coffey - Financial Advisor, Ameriprise Financial Services, LLC
Robert Coffey is a trusted financial advisor at Ameriprise Financial Services, LLC, located at 800 Westchester Avenue in Rye Brook, New York. With years of experience in the finance industry, Robert is dedicated to helping his clients achieve their financial goals and secure their future. Whether you are looking to invest, plan for retirement, or manage your wealth, Robert Coffey can provide personalized guidance and expert advice to help you make informed decisions. Contact Robert Coffey today to schedule a consultation and take the first step towards financial security.
UBS Financial Services Inc.
UBS Financial Services Inc. is a leading financial institution located at 709 Westchester Avenue, White Plains, New York, United States. Specializing in finance, UBS provides a wide range of services including wealth management, investment banking, asset management, and more. With a global presence and a reputation for excellence, UBS is committed to helping clients achieve their financial goals and secure their financial future. Whether you are looking for personalized wealth management services or expert investment advice, UBS Financial Services Inc. has the expertise and resources to meet your needs.
CERTIFIED FINANCIAL PLANNER™ - Retirement Planning - Nicholas T. Pititto, CFP® - Prudential Financial
The CERTIFIED FINANCIAL PLANNER™ at Prudential Financial, Nicholas T. Pititto, CFP®, located at 1772 East Jericho Turnpike in Huntington, New York, offers expert retirement planning services. As a trusted professional in the finance industry, Nicholas T. Pititto, CFP® is dedicated to helping clients achieve their financial goals for retirement. Whether you are looking to invest, save, or plan for your future, this local government office provides personalized guidance and strategies to secure your financial well-being. Trust in Nicholas T. Pititto, CFP® at Prudential Financial for all your retirement planning needs.
Block Advisors
Block Advisors is a trusted institution located at 268 North Broadway in Hicksville, New York, United States. Specializing in accounting and finance services, our team of experts is dedicated to helping individuals and businesses navigate their financial needs with precision and expertise. Whether you need assistance with tax preparation, financial planning, or investment strategies, Block Advisors is here to provide personalized solutions tailored to your specific goals. With a commitment to excellence and a reputation for excellence, we are proud to serve the local community and beyond with top-notch financial services.
Ana P Ferreira-Lopreato - Financial Advisor, Ameriprise Financial Services, LLC
Ana P Ferreira-Lopreato, a financial advisor at Ameriprise Financial Services, LLC, is dedicated to helping individuals and families in Harrison, New York, achieve their financial goals. With a focus on personalized service and comprehensive financial planning, Ana provides expert guidance on investments, retirement planning, estate planning, and more. Located at 2900 Westchester Avenue, Ana and her team are committed to providing top-notch financial advice and support to clients in the local community. Trust Ana P Ferreira-Lopreato and Ameriprise Financial Services, LLC to help you secure your financial future.
Merrill Lynch Financial Advisor Curtis Miller
Merrill Lynch Financial Advisor Curtis Miller is a finance institution located at 69 State Street, Albany, New York, United States. Curtis Miller can help you manage your wealth by creating a personalized strategy tailored to your financial goals. By providing access to investment insights from Merrill and banking solutions from Bank of America, Curtis can assist you in pursuing your financial objectives. Curtis follows the Merrill tradition of community involvement, volunteering with local organizations. With the Merrill Personal Wealth Analysis™, Curtis can help you build a plan focused on your goals. Curtis and his team, supported by Merrill's global resources, are dedicated to building strong client relationships based on trust and personalized service. By getting to know you and your investing preferences through the Investment Personality Assessment, Curtis can customize a financial approach to help you achieve what matters most to you. As your goals and life change, Curtis will help you adjust your financial approach to reflect these changes. With a focus on understanding your priorities and aspirations, Curtis will work with you to design and implement a personalized plan aimed at managing, growing, and preserving your wealth. By regularly reviewing your financial approach and making adjustments as needed, Curtis aims to help you stay on track towards your financial goals. With a dedicated Merrill advisor like Curtis, you can receive personalized investment strategies and comprehensive financial solutions to address your needs and pursue your goals. Let Curtis Miller help you achieve your financial aspirations and guide you along the many paths your life can take.
Merrill Lynch Financial Advisor Michael Barnes
Merrill Lynch Financial Advisor Michael Barnes, located at 69 State Street, Albany, New York, United States, is dedicated to helping clients manage their wealth through personalized wealth management strategies. With a deep understanding of clients' financial goals and priorities, Michael Barnes offers access to investment insights from Merrill and banking solutions from Bank of America. By participating in the community and volunteering with local organizations, Michael Barnes builds strong relationships with clients and understands their evolving needs. Through the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, clients receive tailored financial plans that align with their aspirations and values. Whether planning for retirement, education, or legacy, Michael Barnes works closely with clients to implement strategies that help them achieve their goals. With a focus on ongoing communication and adjustments to financial approaches, Michael Barnes ensures that clients stay on track to financial success. As a registered advisor in multiple states, Michael Barnes offers personalized investment strategies and comprehensive financial solutions to help clients live their best financial life.
Merrill Lynch Financial Advisor Chris Welfley
Merrill Lynch Financial Advisor Chris Welfley, located at 26 Century Hill Drive in Latham, New York, offers personalized wealth management strategies tailored to your individual goals and priorities. With a focus on exemplary client service, Chris Welfley is dedicated to helping you navigate today's changing market conditions and achieve your financial aspirations. By participating in the communities they serve, Merrill Lynch upholds a tradition of giving back and connecting with local organizations. Through the Merrill Personal Wealth Analysis™, you can work with Chris Welfley to create a personalized plan centered on your unique goals. By utilizing the Investment Personality Assessment, Chris can gain a deeper understanding of your investing preferences to customize a financial approach that aligns with what matters most to you. With access to the investment insights of Merrill and banking solutions from Bank of America, Chris Welfley can help you manage, grow, and preserve your wealth for the future. By regularly reviewing and adjusting your financial approach, Chris is committed to helping you stay on track to achieve your goals. Let Merrill Lynch Financial Advisor Chris Welfley assist you in designing a personalized plan to turn your financial aspirations into reality.
Merrill Lynch Financial Advisor Jordyn Beesmer
Merrill Lynch Financial Advisor Jordyn Beesmer is a finance institution located at 69 State Street, Albany, New York, United States. Managing your wealth starts with a comprehensive understanding of your financial situation. With a focus on what matters most to you, Jordyn Beesmer can assist in creating a flexible strategy tailored to today's market conditions, providing access to investment insights from Merrill and banking solutions from Bank of America. Personalized wealth management strategies can help you pursue your financial goals effectively. Jordyn Beesmer follows the Merrill tradition of community involvement, volunteering with local organizations to give back. The Merrill Personal Wealth Analysis™ can help build a personalized plan centered around your goals. Backed by global resources, Jordyn Beesmer's team is dedicated to establishing strong client relationships based on trust and personalized service.
Merrill Lynch Financial Advisor Harold E Connolly
Merrill Lynch Financial Advisor Harold E Connolly is a trusted institution located at 69 State Street, Albany, New York, United States. Hal has been with Merrill Lynch Wealth Management since 1989 and holds various prestigious designations in the finance industry. He is dedicated to participating in the community and volunteers with local organizations. The institution offers personalized financial planning through Merrill Personal Wealth Analysis™ to help clients achieve their goals. With a focus on family, goals, and priorities, Hal listens to clients' needs and creates tailored financial strategies. The institution utilizes the Investment Personality Assessment to customize approaches based on individual preferences. By staying informed about changes in clients' lives and financial markets, Merrill Lynch Wealth Management Advisors help clients stay on track to achieve their goals. With a focus on building a one-on-one relationship, Merrill provides personalized investment strategies and comprehensive financial solutions. Harold Connolly is registered to do business in multiple states and holds the CIMA® and CRPC® designations. The institution emphasizes the importance of understanding clients' unique needs and priorities to design effective financial approaches. Merrill Lynch does not provide legal, tax, or accounting advice and clients should consult their advisors before making financial decisions. With a commitment to helping clients live their best financial lives, Merrill offers investment insights, tips, and strategies.
Block Advisors
Block Advisors is a trusted institution located at 145 Wolf Road in Albany, New York, specializing in accounting and finance services. With a team of experienced professionals, Block Advisors offers personalized financial solutions to individuals and businesses. Whether you need help with tax preparation, financial planning, or investment advice, Block Advisors is dedicated to helping you achieve your financial goals. Visit us today to learn more about our comprehensive services and how we can assist you in managing your finances effectively.
OneMain Financial
OneMain Financial is a finance institution located at 3968 Vineyard Drive in Dunkirk, New York, United States. As a trusted provider of personal loans and financial solutions, OneMain Financial offers a wide range of services to help individuals achieve their financial goals. Whether you need to consolidate debt, make a major purchase, or cover unexpected expenses, OneMain Financial is dedicated to providing personalized and flexible solutions to meet your needs. With a commitment to customer satisfaction and financial empowerment, OneMain Financial is here to help you take control of your finances and achieve your financial dreams.
Miller Financial Services
Miller Financial Services, located at 116 Harry L Drive in Johnson City, New York, is a premier finance institution dedicated to providing exceptional service with integrity and dedication. Our team is committed to understanding your financial goals and offering high-quality information and services to help you achieve them. From accounting and tax preparation to business consulting and portfolio advice, we are your one-stop shop for all your financial needs. With a focus on excellent customer service, we work closely with each client to create a customized strategy for success. Trust Miller Financial Services to be your local solution for all your finance needs.
Jamestown, NY Branch Office - UBS Financial Services Inc.
The Jamestown, NY Branch Office of UBS Financial Services Inc. is a reputable finance institution located at 201 West 3rd Street in Jamestown, New York. As a branch of UBS, a global financial services company, this office provides a range of financial services to individuals, businesses, and institutions. With a team of experienced professionals, the Jamestown branch offers personalized wealth management, investment advice, and financial planning to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, the UBS Jamestown branch is committed to providing you with expert guidance and exceptional service.
Merrill Lynch Financial Advisor Nicole Christine Hanna
Merrill Lynch Financial Advisor Nicole Christine Hanna, located at 2 Court Street, Binghamton, New York, United States, offers personalized wealth management strategies tailored to your specific financial goals and priorities. With a deep understanding of your full financial picture, Nicole can create a flexible strategy to navigate today's changing market conditions. By providing access to the investment insights of Merrill and the banking solutions of Bank of America, she helps clients pursue their goals through personalized financial planning. Nicole Hanna is dedicated to participating in the communities she serves, volunteering with local organizations to make a positive impact. Through Merrill Personal Wealth Analysis™, she can build a personalized plan centered on your goals and focused on what you want to achieve. By starting with a conversation to understand your aspirations, priorities, and life changes, Nicole helps you design and implement a plan to manage, grow, and preserve your wealth for the long term.
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 Jon E Barovick
Merrill Lynch Financial Advisor Jon E Barovick, located at 1 Bryant Park, New York, offers personalized wealth management strategies tailored to your financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Jon Barovick can help you manage, grow, and preserve your wealth. By participating in the community and volunteering with local organizations, Jon Barovick demonstrates a commitment to building strong client relationships based on trust and personalized service. Through the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, Jon Barovick aims to understand your goals, priorities, and investing preferences to create a customized financial approach that reflects your unique needs. Whether you are planning for retirement, saving for a major purchase, or passing on wealth to future generations, Jon Barovick will work with you to develop a plan to help you achieve your financial aspirations. With a focus on ongoing communication and adjustments to your financial approach as needed, Jon Barovick is dedicated to helping you stay on track to reach your goals. Contact Jon Barovick today to start building a personalized investment strategy that aligns with your life priorities.
Merrill Lynch Financial Advisor Lliam Finn
Merrill Lynch Financial Advisor Lliam Finn, located at 225 Liberty Street in New York, offers personalized financial strategies tailored to your risk tolerance, time horizon, and liquidity needs. With access to the investment insights of Merrill and the banking solutions of Bank of America, Lliam Finn can help you pursue your goals through personalized wealth management strategies. As a Merrill advisor, he is committed to participating in the community and volunteering with local organizations. Through Merrill Personal Wealth Analysis™, a personalized plan can be developed centered on your goals and focused on what you want to achieve. By understanding your priorities and evolving needs, Lliam Finn can help you create a financial strategy that reflects your unique situation and helps you make informed decisions at every stage of life. With a focus on staying connected and making necessary adjustments, he aims to help you achieve what matters most to you. From investment insights to financial solutions, working with a dedicated Merrill advisor means personalized strategies designed to address your needs and pursue your goals.
Merrill Lynch Financial Advisor Jason E Logan
Merrill Lynch Financial Advisor Jason E Logan is a finance institution located at 114 West 47th Street in New York, New York, United States. They specialize in managing wealth by creating personalized strategies tailored to each client's unique financial situation and goals. By offering access to the investment insights of Merrill and the banking solutions of Bank of America, they aim to help clients pursue their financial objectives through customized wealth management strategies. The institution follows the Merrill tradition of community involvement and volunteering, demonstrating a commitment to serving the local area. With the Merrill Personal Wealth Analysis™, clients can build a personalized plan focused on their aspirations and priorities. Financial success is achieved through understanding clients' investing preferences and goals, and designing a plan to help manage, grow, and preserve their wealth. The institution offers comprehensive financial solutions, personalized investment strategies, and guidance to help clients navigate the complexities of their financial lives. With a focus on building one-on-one relationships, Merrill Lynch Financial Advisor Jason E Logan is dedicated to helping clients achieve their financial goals and stay on track, regardless of market conditions.
Merrill Lynch Financial Advisor Michael J Mccormick
Merrill Lynch Financial Advisor Michael J McCormick, located at 225 Liberty Street in New York, NY, offers personalized wealth management strategies tailored to your individual financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Michael and his team are committed to building strong client relationships based on trust and personalized service. By participating in the communities they serve and volunteering with local organizations, they demonstrate a deep commitment to helping clients achieve their aspirations. Through the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, they gain a thorough understanding of your financial situation and investment preferences to create a customized plan that evolves with your changing needs. Whether you're planning for retirement, saving for a home, or passing wealth to future generations, Michael works with you to develop a financial approach designed to address your specific needs and goals. With regular check-ins and adjustments, they ensure you stay on track to achieve what matters most to you. As a registered advisor in multiple states, Michael provides comprehensive financial solutions and investment strategies to help you live your best financial life.
Merrill Lynch Financial Advisor Daniel P Krystyniak
Merrill Lynch Financial Advisor Daniel P Krystyniak, located at 75 Rockefeller Plaza in New York, offers personalized wealth management strategies tailored to your financial goals. With access to the investment insights of Merrill and banking solutions from Bank of America, Daniel can help you navigate the ever-changing market conditions. By participating in the community and volunteering with local organizations, Daniel upholds the Merrill tradition of serving the community. Through the Merrill Personal Wealth Analysis™, Daniel can create a personalized plan centered on your goals and aspirations. By understanding your investment personality and preferences, he can customize a financial approach to help you pursue what matters most to you. Whether you're planning for retirement, saving for a home, or funding your child's education, Daniel will work with you to develop a strategy designed to address your financial needs.
Merrill Lynch Financial Advisor Mariana Ng Meyerson
The Merrill Lynch Financial Advisor Mariana Ng Meyerson is located at 200 Park Avenue in New York, United States. Mariana Ng Meyerson is a Senior Financial Advisor who is fluent in Mandarin & Cantonese Chinese and English. With over 20 years of experience in the financial services industry, Mariana works closely with individuals, retirees, corporate executives, professionals, business owners, non-profit institutions, and ultra-high net worth families to develop customized financial strategies tailored to their goals and priorities. Mariana specializes in helping clients manage concentrated stock positions, navigate important life transitions such as retirement or inheritance, and provides access to Bank of America Private Bank for trust and estate planning services, as well as Bank of America for credit and lending needs. She works collaboratively with clients' attorneys, accountants, and other advisors to coordinate their financial and legacy planning.
Merrill Lynch Financial Advisor Mark G Johnson
Merrill Lynch Financial Advisor Mark G Johnson is a finance institution located at 200 Park Avenue, New York, New York, United States. Mark Johnson is accessible, knowledgeable, and experienced, dedicated to building and maintaining strong relationships with clients. He is passionate about helping clients make important financial decisions and is committed to providing exemplary client service. Mark has been recognized by Forbes as one of the "Best-in-State Wealth Advisors" in multiple years. He believes in understanding each client's unique financial picture and goals to create personalized wealth management strategies. With access to Merrill's investment insights and Bank of America's banking solutions, Mark works to help clients pursue their financial goals and manage investment risk. He values community involvement and volunteers with local organizations. Mark's team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service. They focus on what matters most to clients, such as family, goals, and priorities, adapting their approach as life changes. Mark's mission is to understand each client's aspirations and provide thoughtful financial solutions to help turn goals into reality. He encourages clients to ask questions and discuss issues that matter most to them, from managing healthcare expenses to passing wealth to future generations. By staying informed and revisiting financial approaches, Mark helps clients navigate changes in life and the financial markets to achieve their goals. With a focus on personalized investment strategies and comprehensive financial solutions, Mark Johnson and his team at Merrill Lynch are committed to helping clients live their best financial lives.
Merrill Lynch Financial Advisor L. Cliff Griffin
Merrill Lynch Financial Advisor L. Cliff Griffin, located at 75 Rockefeller Plaza in New York, offers wealth management strategies for affluent clients, non-profit organizations, and business owners. With over 30 years of experience, Cliff focuses on equity research, portfolio hedging strategies, and wealth management. He holds certifications as a Certified Investment Management Analyst® (CIMA®) and a Certified Divorce Financial Analyst®. Cliff is dedicated to building long-term client relationships and delivering exceptional service, tailored to individual financial goals and values. As a member of the New York Yale Club, Cliff is actively involved in the community and volunteers with local organizations. With access to the global resources of Merrill, Cliff and his team provide personalized financial solutions to help clients pursue their goals and navigate changing life circumstances. Whether planning for retirement, education, or wealth transfer, Cliff listens carefully to understand each client's unique needs and aspirations. By utilizing the Investment Personality Assessment and ongoing communication, Cliff helps clients stay on track to achieve their financial objectives. With a focus on building strong client relationships based on trust and personalized service, Merrill Lynch Financial Advisor L. Cliff Griffin is committed to helping clients live their best financial lives.
Merrill Lynch Financial Advisor Wendy S Brown
Merrill Lynch Financial Advisor Wendy S Brown, located at 200 Park Avenue, New York, New York, United States, is dedicated to helping clients manage their wealth through personalized strategies tailored to their individual goals and priorities. Wendy Brown follows the deep-seated Merrill tradition of community involvement, volunteering with local organizations. With access to the resources of Merrill and Bank of America, Wendy Brown and her team work to build strong client relationships based on trust and personalized service. By utilizing the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, Wendy Brown is able to create customized financial plans that evolve with her clients' changing needs and goals. With a focus on understanding each client personally, Wendy Brown helps clients navigate financial decisions and trade-offs to achieve meaningful goals. By offering comprehensive financial solutions and personalized investment strategies, Wendy Brown aims to help clients pursue their financial aspirations and manage investment risk. As a Certified Financial Planner, Wendy Brown is equipped to provide expert advice and guidance to help clients reach their financial goals. Through ongoing communication and adjustments to financial approaches, Wendy Brown strives to keep clients on track to achieve what matters most to them. With a commitment to putting clients first, Wendy Brown and her team at Merrill Lynch Wealth Management provide dedicated one-on-one relationships to help clients live their best financial lives.
Stevens & Sweet Financial
Stevens & Sweet Financial is a reputable accounting and finance institution located at 9 Store Road in Tuxedo Park, New York. With a strong focus on providing top-notch financial services to individuals and businesses in the local community, they are committed to helping clients achieve their financial goals. Whether you need assistance with tax preparation, financial planning, or investment management, the experienced team at Stevens & Sweet Financial is dedicated to providing personalized solutions to meet your needs. Contact them today to schedule a consultation and take the first step towards securing your financial future.
Merrill Lynch Financial Advisor Nicholas Doro
Merrill Lynch Financial Advisor Nicholas Doro, located at 75 Rockefeller Plaza in New York, United States, is a prestigious finance institution dedicated to providing exemplary client service. Recognized by Forbes as one of the "Best-in-State Wealth Management Teams" in 2024, Merrill Lynch prides itself on offering personalized wealth management strategies tailored to each client's unique financial goals and priorities. With a deep understanding of the ever-changing market conditions, Nicholas Doro can create a flexible financial strategy that aligns with what matters most to you. By combining the investment insights of Merrill with the banking solutions of Bank of America, he aims to help you pursue your financial objectives with confidence.
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