TOP 30 Long term insurance solutions in New York, New York

1628 results found

Raymond James Financial Services is a finance institution located at 1600 Moseley Road in Victor, New York, United States. With a strong reputation for providing comprehensive financial services, Raymond James offers a wide range of investment options and wealth management solutions to help clients achieve their financial goals. Whether you are looking to plan for retirement, invest in the stock market, or secure your financial future, Raymond James Financial Services can provide expert guidance and personalized advice to help you make informed decisions. Trust in Raymond James to help you navigate the complexities of the financial world and create a customized plan tailored to your individual needs.

Douglas Kelly - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 1205 Troy-Schenectady Road, Latham, New York, United States. They offer a range of 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®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor®. These certifications cover various aspects of financial planning, asset management, estate planning, retirement planning, and more. The advisors at Douglas Kelly - Financial Advisor, Ameriprise Financial Services, LLC are dedicated to providing expert advice and guidance to individuals, retirees, small business owners, and high net worth clients.

Ryan Dudzic is a Financial Advisor at Ameriprise Financial Services, LLC, located at 80 Wolf Road, Albany, New York, United States. Ryan 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®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. With expertise in asset management, estate planning, retirement planning, and investment strategies, Ryan provides comprehensive financial advice to individuals, retirees, small business owners, and high net worth clients. Accredited and experienced, Ryan Dudzic is dedicated to helping clients make informed financial decisions and achieve their financial goals.

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.

Steve Warren - Thrivent is a finance institution located at 3418 Carman Road in Schenectady, New York, United States. Licensing for their services can be obtained through the State Insurance Department's website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so it is recommended to consult with an attorney or tax professional. Thrivent offers advice and guidance through its Financial Planning Framework, which involves reviewing and analyzing a client's financial situation. Clients can also opt for Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.

Deborah Christopher is a financial advisor at Ameriprise Financial Services, LLC, located at 4 Atrium Drive in Albany, New York, United States. With a focus on your individual goals and risk tolerance, Deborah provides investment, asset allocation, and portfolio recommendations to help you achieve your financial goals, whether it's retirement, education, or a major purchase. Regular meetings are held to review and analyze your progress, update your approach as needed, and track your progress towards your goals. Through Ameriprise's online platform, you can access your investments and accounts from any device securely. Deborah also offers solutions for insurance needs such as health, life, disability, income, and long-term care insurance to protect yourself and your loved ones from unexpected events.

Continuum Wealth Advisors, located at 18 Division Street in Saratoga Springs, New York, is a finance institution dedicated to helping you feel comfortable with your money. We pride ourselves on clear communication in plain English, taking care of the heavy lifting behind the scenes so you can focus on what matters to you. Our team provides a comprehensive view of your finances, utilizing both fundamental and technical analysis to ensure your money is working hard for you. From determining the right amount of coverage for you and your family to maximizing your compensation beyond just salary, we are here to guide you every step of the way. As a Registered Investment Advisor, we are committed to providing personalized financial planning and investment advisory services to clients in the state of New York. Contact us today to start your journey towards financial security and peace of mind.

Merrill Lynch Financial Advisor Jacqueline Sinclair-Parker is located at 1241 Pittsford Victor Road in Pittsford, New York, United States. Jacqueline offers a comprehensive approach to financial planning, utilizing Personal Wealth Analysis (PWA) to create tailored strategies for individuals, corporate executives, and business owners. With 16 years of experience at Merrill Lynch Wealth Management, Jacqueline provides expertise in retirement planning, wealth preservation, asset allocation, and more. She holds Series 7, 63, and 66 FINRA Registrations, as well as Life and Health Insurance Licenses. Jacqueline is dedicated to building strong client relationships based on trust and personalized service. Her mission is to understand each client's goals and priorities to help them achieve financial success. Through ongoing communication and adjustments to financial approaches, Jacqueline aims to help clients stay on track towards their goals. With access to resources from Merrill Lynch and Bank of America, Jacqueline can provide customized investment strategies and comprehensive financial solutions to meet the unique needs of each client.

Jeffrey Miller is a financial advisor at Ameriprise Financial Services, LLC located at 4 Atrium Drive in Albany, New York, United States. With a focus on helping clients achieve their financial goals and preserve their assets, Jeffrey offers solutions and coverage options for various insurance needs such as health, life, disability, income, and long-term care. By preparing for the unexpected, clients can feel confident in protecting themselves and their loved ones. Potential clients can schedule a complimentary initial consultation to discuss financial planning concepts and learn more about how the team at S.M. Miller & Associates can help them reach their goals. Investment products and services are available through Ameriprise Financial Services, LLC, a registered investment adviser. Securities are offered by Ameriprise Financial Services, LLC, member FINRA and SIPC.

Mark Keeling is a Financial Advisor at Ameriprise Financial Services, LLC located at 80 Wolf Road in Albany, New York, United States. Mark holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more. These certifications demonstrate his expertise in asset management, estate planning, retirement planning, investment strategies, and more. Mark is dedicated to providing comprehensive financial advice to individuals, retirees, small business owners, and high net worth clients. With his extensive knowledge and commitment to ethical standards, Mark Keeling is a trusted advisor in the finance industry.

Edward Jones is a renowned financial institution located in New York, United States. Specializing in providing personalized investment advice and financial planning services, Edward Jones is dedicated to helping individuals and families achieve their financial goals. With a strong focus on building long-term relationships based on trust and integrity, Edward Jones prides itself on delivering exceptional service and tailored solutions to meet the unique needs of each client. Whether you are planning for retirement, saving for education, or looking to grow your wealth, Edward Jones is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.

Pauli Financial Group is a leading finance institution located at 945 New York 146 in New York, United States. With a reputation for providing top-notch financial services, Pauli Financial Group offers a wide range of financial solutions to meet the needs of individuals and businesses alike. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, the experienced team at Pauli Financial Group is dedicated to helping you achieve your financial goals. Visit us today and see why we are a trusted name in the finance industry.

Scott Miller - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 4 Atrium Drive, Albany, New York, United States, is a finance institution offering a range of services to meet the diverse needs of individuals seeking wealth management and financial planning solutions. Scott Miller holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, demonstrating his expertise in asset management, estate planning, retirement planning, and investment strategies. With a focus on ethical practices and comprehensive knowledge in various financial areas, Scott Miller is dedicated to providing tailored financial solutions to clients, including small business owners, retirees, high net worth individuals, and those planning for retirement. Whether you are seeking advice on investments, insurance products, estate planning, or retirement income strategies, Scott Miller is equipped with the expertise and qualifications to guide you through the complexities of financial planning.

Tennant Financial - Northwestern Mutual is a reputable finance and insurance agency located at 4 Rosell Drive in Ballston Lake, New York, United States. With a strong commitment to helping clients achieve financial security and peace of mind, the institution offers a wide range of services including investment planning, retirement planning, life insurance, disability income insurance, and long-term care insurance. Their team of experienced professionals is dedicated to providing personalized solutions tailored to meet the unique needs and goals of each client. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Tennant Financial - Northwestern Mutual is here to help you every step of the way.

Mark L Fine, CLU, ChFC, CFP, CASL is a renowned financial institution located at 1 Northwestern Boulevard in Albany, New York, United States. Specializing in insurance and financial planning, they offer a wide range of services to help individuals and businesses achieve their financial goals. With a team of highly skilled and certified professionals, including Chartered Life Underwriters, Chartered Financial Consultants, Certified Financial Planners, and Chartered Advisor for Senior Living, clients can trust in their expertise and experience. Whether you are looking for retirement planning, investment advice, or insurance solutions, Mark L Fine, CLU, ChFC, CFP, CASL is dedicated to providing personalized and comprehensive financial services to meet your needs.

Lisa Queeney-Vadney - Morgan Stanley is a finance institution located at 1212 Troy-Schenectady Road in Latham, New York, United States. With a focus on providing personalized financial services, the team at Lisa Queeney-Vadney - Morgan Stanley offers expertise in investment strategies, wealth management, retirement planning, and more. Clients can expect tailored solutions to help them achieve their financial goals, backed by the resources and reputation of Morgan Stanley. Visit their office today to start planning for a secure financial future.

Empire Quality Services is a reputable financial institution located in New York, United States. Specializing in ATM services, Empire Quality Services offers convenient and secure financial transactions for its clients. With a commitment to excellence and customer satisfaction, this institution is dedicated to providing top-notch financial services to meet the needs of individuals and businesses alike. Whether you need to withdraw cash or manage your finances, Empire Quality Services is the go-to destination for reliable and efficient financial solutions.

Michele Waite - TIAA Financial Consultant is a finance institution located at 30 Century Hill Drive in Latham, New York, United States. Michele Waite offers expert financial consulting services through TIAA, helping clients navigate their financial goals and investments. With a focus on personalized service and tailored financial solutions, Michele Waite is dedicated to helping clients secure their financial future.

Merrill Lynch Financial Advisor Jonathan H Tellstone is a reputable finance institution located at 26 Century Hill Drive, Latham, New York, United States. The institution is proud of its advisors who have received recognition from financial industry publications and Bank of America Corporation for their exemplary client service. The team, supported by the global resources of Merrill, is dedicated to building strong client relationships based on trust and personalized service. The Senior Resident Director - Wealth Management Advisor focuses on understanding your goals and priorities, helping you pursue what matters most to you. By utilizing the Investment Personality Assessment, the team can customize a financial approach tailored to your preferences and goals. The Merrill Personal Wealth Analysis™ helps in building a personalized plan centered on your aspirations. The institution believes in staying connected with you to discuss changes in your life and financial approach, ensuring you stay on track to achieve your goals. With a focus on understanding you and what matters most, Merrill Lynch Wealth Management Advisors provide personalized investment strategies and comprehensive financial solutions to help you pursue your goals. Whether it's retirement planning, education funding, or wealth transfer, the team is committed to helping you achieve financial success.

Wentworth Financial Partners is a finance institution located at 18 Corporate Woods Boulevard in Albany, New York, United States. Specializing in Risk Management & Insurance Solutions for the Independent RIA, Wentworth Financial Partners can be your partner in uncovering opportunities for you and your clients. As a company and product agnostic institution, the focus is always on the client's needs and goals. With access to over 80 life insurance, long-term care insurance, disability insurance, and annuity companies, Wentworth Financial Partners provides a wide range of resources for advisors and clients to leverage. The institution's independent offices located throughout the United States ensure that virtually no area is left unserviced. Committed to supporting the entrepreneurial spirit, Wentworth Financial Partners prioritizes the independent nature of every client, always putting their clients first. With a focus on offering world-class solutions for asset accumulation, protection, and distribution, Wentworth Financial Partners' advisors create tailored solutions through knowledge, research, and clear marketing concepts. Services include annuities to protect assets and provide lifetime income, estate planning to reduce taxes and unnecessary expenses, and succession planning to determine control and wealth distribution within a business. Wentworth Financial Partners operates as an insurance sales agency throughout the United States, providing a cutting-edge insurance platform for Registered Investment Advisors.

Robert E. Lane, CPWA - UBS Financial Services Inc. is a finance institution located at 8 Southwoods Boulevard in Albany, New York, United States. Specializing in wealth management, Robert E. Lane and his team offer personalized financial services to help clients achieve their financial goals. With a focus on comprehensive planning and investment strategies, they strive to provide top-notch financial guidance and expertise to individuals and families. Whether you are planning for retirement, saving for college, or looking to grow your investments, Robert E. Lane, CPWA - UBS Financial Services Inc. is dedicated to helping you navigate the complexities of the financial world with confidence.

Niagara Gutter is a trusted institution located at 908 Niagara Falls Boulevard in North Tonawanda, New York. Specializing in gutter installation, repair, and maintenance services, Niagara Gutter is dedicated to providing high-quality solutions for all your gutter needs. With a team of experienced professionals and a commitment to customer satisfaction, Niagara Gutter is the go-to choice for reliable and efficient gutter services in the United States. Contact us today to learn more about how we can help protect your home from water damage and keep your gutters functioning properly.

Willow Ridge Court is a prestigious institution located at 406 Joe McCarthy Drive in Buffalo, New York, United States. Our facility offers top-notch services and amenities for residents, including assisted living, memory care, and skilled nursing care. Our dedicated staff provides personalized care and support to ensure the well-being and comfort of all residents. With beautifully landscaped grounds and a warm, inviting atmosphere, Willow Ridge Court is a place where residents can truly feel at home. Experience the highest quality of care and a sense of community at Willow Ridge Court.

Charlotte Villa is a charming institution located at 3 Church Street in Sinclairville, New York. This beautiful facility offers a warm and inviting atmosphere for residents to call home. With a focus on providing personalized care and support, Charlotte Villa is committed to ensuring the well-being and comfort of all residents. The experienced staff is dedicated to creating a safe and nurturing environment where individuals can thrive and enjoy a high quality of life. From delicious meals to engaging activities, Charlotte Villa strives to enhance the overall experience for residents and their families. Come visit Charlotte Villa and see why it is a premier choice for senior living in the United States.

Lincoln Gardens is a reputable institution located at 373 Canisteo Street in Hornell, New York. This institution is dedicated to providing high-quality care and support for individuals in need. With a team of experienced professionals, Lincoln Gardens offers a range of services to meet the diverse needs of its residents. From assisted living to memory care, this facility strives to create a warm and welcoming environment where residents can thrive. The beautiful surroundings and top-notch amenities make Lincoln Gardens a top choice for those seeking a safe and comfortable living option in the heart of Hornell.

David Lazaros - Morgan Stanley is a reputable finance institution located at 1200 Franklin Avenue, Garden City, New York, United States. With a focus on providing top-notch financial services, David Lazaros - Morgan Stanley offers a wide range of investment options and wealth management solutions to help clients achieve their financial goals. The team of experienced professionals at this institution is dedicated to delivering personalized advice and tailored strategies to meet the unique needs of each client. Whether you are looking to grow your wealth, plan for retirement, or preserve your assets, David Lazaros - Morgan Stanley is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.

Residential Management Services is a reputable real estate agency located at 21 Portland Court in Rochester, New York. Our dedicated team specializes in managing residential properties, providing top-notch services for property owners and tenants alike. Whether you are looking to rent out your property or find the perfect rental home, we are here to help every step of the way. With our expertise and personalized approach, we strive to make the rental process smooth and stress-free for all parties involved. Contact us today to learn more about our services and how we can assist you with your property management needs.

Fuller's Financial Services is a reputable accounting and finance institution located at 693 Wildwood Avenue in Salamanca, New York, United States. With a team of experienced professionals, Fuller's Financial Services offers a wide range of financial services including tax preparation, bookkeeping, financial planning, and investment advice. Clients can trust Fuller's Financial Services to provide personalized and reliable financial solutions to help them achieve their financial goals.

Progressive Planning Inc is a leading accounting and finance institution located at 500 North Broadway in Jericho, New York, United States. Our team of experienced professionals are dedicated to providing comprehensive financial planning services to individuals and businesses. From tax preparation to investment strategies, we offer personalized solutions to help our clients achieve their financial goals. Trust Progressive Planning Inc for expert advice and guidance in all your accounting and finance needs.

TRIN Brokerage is a comprehensive financial institution located at 3517 Church Avenue in New York, United States. Our services include finance, insurance, and real estate agency. With a team of experienced professionals, we provide personalized solutions to meet all of your financial needs. Whether you are looking for investment opportunities, insurance coverage, or assistance in buying or selling property, TRIN Brokerage is here to help. Visit us today to learn more about how we can assist you in achieving your financial goals.