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TOP 30 Local financial advisor in New York, NY
650 results found
A convenient service for searching for businesses, places and services
Joseph Mercado - State Farm Insurance Agent
Joseph Mercado - State Farm Insurance Agent is a trusted insurance agency located at 1814 Middle Country Road, Ridge, New York, United States. As April is Distracted Driving Awareness month, the institution offers tools to help individuals be more vigilant while driving. The team at Joseph Mercado - State Farm Insurance Agent is dedicated to protecting and educating the neighborhood they grew up in. With 13 years of experience, they understand the importance of proper coverage and strive to have meaningful conversations with clients to ensure they are adequately protected. The range of insurance policies offered includes Auto Insurance, Home Insurance, Renters Insurance, Condo Insurance, Health Insurance, Term/Whole Life Insurance, and Personal Liability Umbrella Insurance. The team at Joseph Mercado - State Farm Insurance Agent takes pride in helping clients make informed decisions about their coverage needs and budget constraints.
Eric Plese - State Farm Insurance Agent
Eric Plese - State Farm Insurance Agent is a reputable insurance agency located at 1145 State Route 55 in Lagrangeville, New York. As a State Farm Insurance Agent, Eric Plese provides a wide range of insurance products and services to meet the needs of individuals, families, and businesses in the area. With a commitment to exceptional customer service and personalized attention, Eric Plese and his team are dedicated to helping clients protect what matters most. Whether you need auto, home, life, or business insurance, Eric Plese - State Farm Insurance Agent is here to provide you with the coverage and peace of mind you deserve.
Community Resource Federal Credit Union
Community Resource Federal Credit Union, located at 20 Wade Road in Latham, New York, is a trusted institution offering a range of financial services. Whether you need an ATM, assistance with finance, or a home equity loan, we have you covered. Our home equity loan options include fixed and variable rates with flexible terms, allowing you to borrow up to 85% of the available equity in your home for various purposes. We also offer a simple checking account with no monthly fees or minimum balance requirements, along with benefits such as early access to your money and a VISA® Debit Card with fraud prevention features. With access to over 30 local shared credit union branches and over 100 local fee-free ATMs, managing your finances has never been easier.
Lynne Barnhardt - State Farm Insurance Agent
Lynne Barnhardt - State Farm Insurance Agent is a trusted insurance agency conveniently located at 58 North Country Road in Smithtown, New York. With over 33 years of experience serving the community, Lynne and her team are dedicated to assessing your insurance needs and providing the coverage you require to protect your loved ones and assets. Lynne is actively involved in the Smithtown community and holds various accolades from State Farm for her exceptional service. The agency specializes in Auto Insurance, Home and Renters Insurance, Life Insurance, and Commercial Auto and Business Insurance. Whether you need to review your current policies or create a disaster plan for your business, Lynne Barnhardt - State Farm Insurance Agent is here to help. With a focus on friendly and knowledgeable service, the team looks forward to servicing all your insurance needs. Contact them today to learn more about their offerings and how they can assist you in managing the risks of everyday life.
James Winter - State Farm Insurance Agent
Welcome to James Winter - State Farm Insurance Agent located at 312 Lake Avenue in Saint James, New York. Serving Smithtown, Nesconset, Stony Brook, Nassau and Suffolk Counties, as well as the 5 boroughs and the entire State of New York, James Winter and his team offer exceptional service and free insurance quotes on all lines of business. With over 15 years of insurance experience, they specialize in auto, homeowners, renters/condo, life, and personal liability umbrella insurance. They also work closely with small business owners, providing free quotes on commercial auto, fire insurance, worker's compensation, business liability, and commercial liability umbrella insurance. In addition, they offer insurance options for motorcycles, antique cars, boats, RVs, ATVs, jet-skis, snowmobiles, and even pet insurance through a partnership with Trupanion.
Laura San Nicolas - State Farm Insurance Agent
Laura San Nicolas - State Farm Insurance Agent is a trusted insurance agency located at 745 Route 25A, Miller Place, New York, United States. Our team goes above and beyond to provide more than just car and home insurance. We are here to help you navigate life's biggest milestones and challenges, whether it's protecting your belongings, planning for future events, or managing your finances. Located in the same shopping center as Ralph's Ices on 25A, we are conveniently accessible to our clients. Our dedicated team is committed to helping you achieve your lifetime goals and dreams. From buying your first home to planning for retirement, we are here to support you every step of the way. As proud residents of the North Shore, we love serving our neighbors in Long Island and helping them protect what matters most.
Farmers Insurance - Anthony Di Giacomo
Farmers Insurance - Anthony Di Giacomo is an insurance agency located at 1281 New York 311 in Patterson, New York, United States. As your local Farmers® agent, Anthony Di Giacomo helps customers identify the insurance coverage that best fits their needs. With over 80 years of experience, Farmers Insurance provides a range of options including auto, home, renters, business insurance, and more. Whether you need comprehensive coverage, collision coverage, or medical payments, Anthony Di Giacomo can help make the insurance process straightforward and personalized. With competitive rates and multi-line insurance discounts, Farmers Insurance is committed to providing reliable coverage for your most valuable possessions. Contact Anthony Di Giacomo today for a personalized insurance quote and to discuss how you can reach your financial goals. Additionally, Farmers Financial Solutions, LLC offers securities services for those looking to build a solid financial plan. Call Anthony Di Giacomo today to learn more about the insurance and financial services available to you.
NorthEast Community Bank
NorthEast Community Bank is a trusted financial institution located at 325 Hamilton Avenue in White Plains, New York. As a community bank, we pride ourselves on providing personalized and attentive service to our customers. Whether you're looking for personal banking services, business loans, or mortgage options, our experienced team is here to help. Visit us today to discover the difference that a local bank can make in your financial life.
Farmers Insurance - Wayne Matthews
Farmers Insurance - Wayne Matthews is an insurance agency located at 432 Mamaroneck Avenue in Mamaroneck, New York, United States. As your local Farmers® agent, Wayne Matthews is dedicated to helping you understand all of your insurance coverage options, whether it's for auto, life, home, business insurance, and more. Customer service is a top priority at Wayne Matthews Agency, where they go the extra mile to help you understand your quote and insurance options. Wayne Matthews is readily available to assist you through every step of the insurance process. The agency offers comprehensive coverage and competitive rates, with discounts available to help you save money. Whether you need car insurance, home insurance, life insurance, renters insurance, business insurance, or recreational insurance, Wayne Matthews can customize a plan to suit your needs. As a Farmers Insurance and Financial Services agent, Wayne Matthews can also help you build a solid financial plan for a secure future. Contact Wayne Matthews today for a personalized insurance quote and expert advice on protecting what matters most to you.
Joseph Simeone - State Farm Insurance Agent
Joseph Simeone - State Farm Insurance Agent is a trusted insurance agency located at 103 Broadway in Greenlawn, New York. Since 2000, our dedicated team has been serving the community by providing personalized insurance plans tailored to meet the specific needs of our clients. With almost a century of combined experience in the field, we offer a wide range of coverage options including Auto, Home, Renters, Business, Life, Health, and Pet Insurance. Our bilingual office can assist you in English or Spanish, ensuring that you receive the highest level of service. As a long-time resident of Greenlawn and member of the Greenlawn Civic Association, Joseph Simeone has a deep understanding of the local area and its unique insurance needs. Whether you're looking to protect your family, your business, or your assets, our team is here to help you navigate the world of insurance and find the right coverage for you. Stop by our office or give us a call to start planning for a safer future today.
Chris Stewart - State Farm Insurance Agent
Chris Stewart - State Farm Insurance Agent is an insurance agency located at 9 Semon Road in Huntington, New York. They are conveniently situated across the street from Old Navy and Petco, right next to Sophia Place Deli. The team at Chris Stewart is dedicated to serving the communities of Huntington, Huntington Station, Dix Hills, and Greenlawn, as well as the entire state of New York, including Nassau and Suffolk Counties, and the 5 boroughs of NYC. They are also licensed to provide quotes in New Jersey, Connecticut, and Pennsylvania. The agency offers a range of insurance products, including auto, home, life, health, and financial services. Their mission is to secure their customers' happiness and confidence through personalized service and quality products. The team at Chris Stewart embodies the State Farm mission of helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams.
William Fitzgerald: Allstate Insurance
William Fitzgerald: Allstate Insurance is a reputable insurance agency located at 130 Main Street in Irvington, New York. With a strong focus on providing personalized and reliable insurance solutions, this institution is dedicated to helping individuals and families protect what matters most to them. Whether you are in need of auto, home, life, or business insurance, the experienced team at William Fitzgerald: Allstate Insurance is committed to finding the right coverage for your specific needs. Trustworthy and customer-oriented, this agency strives to build long-lasting relationships with clients based on trust and integrity. Contact them today to learn more about their comprehensive insurance options and exceptional customer service.
ASSET
ASSET is a trendy and bustling restaurant located at 329 Columbus Avenue in New York City. Known for its delicious and diverse menu offerings, ASSET offers a unique dining experience for all food enthusiasts. The restaurant prides itself on using fresh, locally sourced ingredients to create mouthwatering dishes that cater to a variety of tastes and dietary preferences. Whether you're craving a hearty meal or a light snack, ASSET has something for everyone. With its cozy ambiance and friendly staff, ASSET is the perfect spot to enjoy a memorable meal with friends and family.
H&R Block
H&R Block is a renowned accounting and finance institution located at 730 Hoosick Road in Troy, New York, United States. With a reputation for excellence in tax preparation and financial services, H&R Block offers expert guidance and support to individuals and businesses alike. Whether you need help with tax planning, bookkeeping, or financial consulting, H&R Block's team of professionals is dedicated to helping you achieve your financial goals. Visit their office today to experience the trusted expertise and personalized service that sets H&R Block apart.
Owlview Accounting
Owlview Accounting is a trusted institution located at 1837 Columbia Turnpike in Castleton-on-Hudson, New York, United States. Specializing in accounting and finance services, we offer NY State tax preparation services by a certified professional to ensure that your taxes and finances are in the best place possible. Our team is dedicated to helping you get the refund you deserve with our professional federal tax prep services. With over 20 years of experience serving the Capital District, we have earned the trust of our clients by providing thorough tax and accounting services at some of the lowest fees in the Greater Capital District. As a locally owned business, we are focused on our clients and strive to help them reach their financial goals through careful preparation.
Trustco Bank
Trustco Bank, located at 2929 U.S. 9, Valatie, New York, United States, is a trusted institution offering a range of financial services including ATM, banking, and finance. With a focus on community banking, Trustco Bank is committed to providing exceptional Home Town service to its customers while supporting its employees and the communities it serves. With over 140 convenient locations and state-of-the-art mobile app features such as remote deposit, Trustco Bank ensures that banking is easy and accessible for all. Trustco Bank offers a variety of accounts and services, including Home Town Investment Checking, Home Town Savings, and Home Town Business Checking, with special promotions for new customers. Recognized as the #1 Bank in the Capital District and the Best Bank on Wolf Road, Trustco Bank has a long-standing tradition of excellence dating back to 1902. Customers can trust Trustco Bank to provide innovative banking solutions and support their financial goals for generations to come.
Jackson Hewitt Tax Service
Jackson Hewitt Tax Service is a finance institution located at 9 Railroad Avenue in Chatham, New York, United States. Our services are perfect for those with busy lives, as you can simply drop off your tax documents and let a Tax Pro take care of the rest. We offer in-person tax preparation, drop-off tax preparation, and assistance with IRS letters. To ensure personalized service, we recommend booking an appointment online or by calling us at (518) 392-6420. Walk-ins are also welcome at our office. Our Tax Pros at 9 Railroad Avenue Jackson Hewitt are fluent in English. Trust us with your taxes, because when every dollar matters, it matters who does your taxes™.
Trustco Bank
Trustco Bank, located at 1700 5th Avenue in Troy, New York, is a trusted institution offering a range of banking and finance services. With a focus on community banking, Trustco is committed to providing exceptional Home Town service to its customers. Whether you're looking to open a checking account, savings account, or business account, Trustco has options to suit your needs. The institution has been recognized for its outstanding service, including being voted the #1 Bank in the Capital District by the Times Union. Trustco Bank offers state-of-the-art mobile banking options, including remote deposit, making it convenient for customers to manage their finances on the go. Additionally, as part of the Allpoint ATM Network, customers have access to over 55,000 surcharge-free ATMs. Trustco also provides a variety of lending options, including mortgages, home equity lines of credit, and IRAs.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management is a renowned finance institution located at 449 New York 146 in New York, United States. With a strong reputation for providing top-tier financial services, Merrill Lynch offers a wide range of wealth management solutions to help individuals and businesses achieve their financial goals. From investment planning to retirement strategies, their team of experienced professionals is dedicated to delivering personalized and comprehensive financial guidance to clients. Whether you are looking to grow your wealth or protect your assets, Merrill Lynch Wealth Management is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.
Trustco Bank
Trustco Bank, located at 47 Main Street in Hoosick Falls, New York, is a trusted institution offering a range of financial services including banking, ATM access, and finance options. With a focus on providing exceptional Home Town service, Trustco Bank has been voted #1 Bank in the Capital District by the Times Union and recognized as the Best Bank on Wolf Road by the Anderson Group. At Trustco Bank, customers can open various accounts with competitive benefits, such as the Home Town Investment Checking Account, Home Town Savings Account, and Home Town Business Checking Account. With a commitment to community banking, Trustco Bank has been serving customers for over 120 years, offering innovative banking products and solutions to help individuals achieve their financial goals.
Trustco Bank
Trustco Bank, located at 201 Troy-Schenectady Road in Latham, New York, is a trusted institution offering a range of financial services including ATM services, banking, and finance. With a focus on community banking, Trustco Bank prides itself on providing exceptional Home Town service to its customers while supporting its employees and the communities it serves. Customers can take advantage of various account options such as the Home Town Investment Checking Account, Home Town Savings Account, and Home Town Business Checking Account, all designed to help individuals achieve their financial goals. Trustco Bank has been recognized for its outstanding services, including being voted the #1 Bank in the Capital District by the Times Union and the Best Bank on Wolf Road by the Anderson Group.
Trustco Bank
Trustco Bank, located at 2 Main Street in Schaghticoke, New York, is a trusted institution offering a range of financial services including ATM access, banking, and finance. They provide various accounts such as Home Town Investment Checking, Home Town Savings, and Home Town Business Checking, with special promotions for new customers. Trustco Bank has been voted the #1 Bank in the Capital District and offers state-of-the-art mobile banking services for convenience. With over 140 locations and access to over 55,000 surcharge-free ATMs, Trustco Bank prioritizes exceptional customer service and community involvement. They offer a range of mortgage and home equity options, as well as Individual Retirement Account (IRA) investment options. Trustco Bank is committed to giving back to the community through initiatives such as supporting local shelters and honoring community heroes. As an Equal Housing Lender and Member FDIC, Trustco Bank is dedicated to providing reliable and innovative financial solutions to help customers achieve their goals. Come home to Trustco, your Home Town Bank.
Trustco Bank
Trustco Bank, located at 9 Price Chopper Plaza in Mechanicville, New York, is a trusted institution offering a range of banking and finance services. With a focus on community banking, Trustco Bank provides exceptional Home Town service to its customers, while also supporting its employees and the communities it serves. The institution offers various accounts such as Home Town Investment Checking, Savings, and Business Checking, with special promotions for new customers. Trustco Bank has been recognized as the #1 Bank in the Capital District and the Best Bank on Wolf Road. With over 140 locations and state-of-the-art mobile banking options, Trustco Bank aims to provide convenient and innovative solutions for its customers. As part of the Allpoint ATM Network, customers have access to over 55,000 surcharge-free ATMs. Trustco Bank also offers mortgage services, home equity lines of credit, and Individual Retirement Account (IRA) options. Additionally, Trustco Bank is actively involved in community initiatives and charitable efforts, such as supporting local shelters and honoring community heroes through the Trustco Bank Hall of Fame. Trustco Bank is an Equal Housing Lender and Member of FDIC, committed to providing reliable and trustworthy financial services to its customers. Come home to Trustco, your Home Town Bank.
H&R Block
H&R Block is a renowned accounting and finance institution located at 1521 6th Avenue in Troy, New York, United States. With a strong reputation for providing expert tax preparation services, financial advice, and guidance to individuals and businesses, H&R Block is a trusted name in the industry. Their team of experienced professionals is dedicated to helping clients navigate the complexities of tax laws and financial planning, ensuring they receive the maximum benefits and savings possible. Whether you're looking for assistance with tax filing, financial planning, or accounting services, H&R Block is here to help you achieve your financial goals.
Liberty Tax
Liberty Tax is a finance institution located at 1007 19th Street in Watervliet, New York. Our experienced team of tax professionals is dedicated to helping individuals and businesses navigate the complexities of tax laws and maximize their financial opportunities. Whether you need assistance with tax preparation, planning, or resolution, Liberty Tax is here to provide expert guidance and support. Visit us today to experience personalized service and trusted financial advice.
H&R Block
H&R Block is a trusted institution located at 579 Troy-Schenectady Road in Latham, New York, United States. Specializing in accounting and finance services, H&R Block offers expert tax preparation, financial planning, and consulting services to individuals and businesses. With a team of knowledgeable professionals, H&R Block is committed to helping clients navigate the complexities of tax laws and financial regulations to maximize their financial well-being. Visit H&R Block in Latham for reliable and personalized financial services.
H&R Block
H&R Block is a trusted accounting and finance institution located at 1675 U.S. 9 in Clifton Park, New York, United States. With a team of experienced professionals, H&R Block offers a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual or a business owner, H&R Block is dedicated to helping you navigate the complexities of the financial world and achieve your financial goals. Trust H&R Block for all your accounting and finance needs in Clifton Park.
H&R Block
H&R Block is a renowned accounting and finance institution located at 849 2nd Avenue in Troy, New York, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and consulting. Clients can rely on H&R Block for expert advice and assistance with their financial needs.
H&R Block
H&R Block is a renowned accounting and finance institution located at 841 New York 146 in New York, United States. With a focus on providing expert tax preparation services and financial guidance, H&R Block has been a trusted name in the industry for many years. Whether you are an individual looking for assistance with your personal taxes or a business in need of financial planning, H&R Block's team of professionals is dedicated to helping you achieve your financial goals. Visit their office in New York to experience their top-notch services firsthand.
H&R Block
H&R Block is a renowned accounting and finance institution located at 10 New Scotland Avenue in Albany, New York, United States. With a team of highly skilled professionals, H&R Block offers a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual looking for assistance with your personal taxes or a business in need of comprehensive financial solutions, H&R Block is dedicated to providing expert guidance and support to help you achieve your financial goals.
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