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The 30 Best Long term savings plans in New York

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#1

Madison Planning Group

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Madison Planning Group is a finance and insurance agency located at 10 New King Street in White Plains, New York. With a focus on providing comprehensive financial planning and insurance solutions, our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for retirement planning, investment advice, or insurance coverage, Madison Planning Group is committed to providing personalized solutions tailored to your unique needs. Contact us today to schedule a consultation and take the first step towards securing your financial future.

10 New King St # 104, White Plains, NY 10604, United States
800-222-2091
madisonplanning.com
Madison Planning Group
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#2

Eastern Planning Inc

● Open

Eastern Planning Inc is a reputable finance institution located at 800 Westchester Avenue in Rye Brook, New York. With a team of experienced financial experts, Eastern Planning Inc offers a wide range of financial services including investment planning, retirement planning, estate planning, and more. Whether you are looking to build wealth, save for the future, or protect your assets, Eastern Planning Inc can provide personalized solutions to help you achieve your financial goals. Contact us today to schedule a consultation and take the first step towards securing your financial future.

800 Westchester Ave # N641, Rye Brook, NY 10573, United States
914-552-2718
easternplanning.com
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#3

Planning Financial Futures, Inc

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Planning Financial Futures, Inc is a finance institution located at 1895 Walt Whitman Road in Melville, New York. Our team of expert financial advisors is dedicated to helping individuals and businesses plan for a secure financial future. Whether you are looking to invest for retirement, save for your children's education, or grow your wealth through strategic financial planning, our experienced professionals are here to guide you every step of the way. Trust Planning Financial Futures, Inc to help you achieve your financial goals and secure a prosperous future.

1895 Walt Whitman Rd #6, Melville, NY 11747, United States
631-546-5403
planningfinancialfutures.com
Planning Financial Futures, Inc Planning Financial Futures, Inc Planning Financial Futures, Inc
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#4

Lincoln Investment Planning

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Lincoln Investment Planning, located at 1 Mansion Street in Coxsackie, New York, is a leading finance institution that empowers advisors to offer quality investment, insurance, and retirement products to help clients achieve their long-term financial goals. With a long-standing partnership with BNY Mellon’s Pershing and access to Pershing X’s Wove wealth management platform, our advisors have the tools and support they need to succeed in the competitive industry. For educators and non-profit employees, we specialize in helping them add a 403(b) tax-sheltered account to their retirement savings strategy. With 55 years of experience in 403(b) plans, we assist savers in becoming investors and ensuring financial well-being is achievable for all.

1 Mansion St, Coxsackie, NY 12051, United States
lincolninvestment.com
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#5

Albany Financial Planning

● Open

Albany Financial Planning is a reputable finance institution located at 127 North Allen Street in Albany, New York. Our team of experienced financial advisors is dedicated to helping individuals and businesses achieve their financial goals through personalized planning and investment strategies. Whether you are looking to save for retirement, manage your wealth, or plan for your future, our experts are here to provide guidance and support every step of the way. Contact us today to schedule a consultation and start building a secure financial future.

127 N Allen St, Albany, NY 12206, United States
518-300-3900
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#6

TJD Financial Planning

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TJD Financial Planning is a finance institution located at 800 New York 146 in New York, United States. Our expert financial advisors are dedicated to helping individuals and businesses achieve their financial goals through personalized planning and strategic investment advice. Whether you are looking to save for retirement, manage your assets, or plan for your future, our team is here to provide you with the guidance and support you need. Contact us today to schedule a consultation and start planning for a secure financial future.

800 NY-146 Suite 385, Clifton Park, NY 12065, United States
518-360-7661
tjdfinancialplanning.com
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#7

christopher j. fabian, cfp , crpc | comprehensive financial planning group

● Open

Christopher J. Fabian, CFP, CRPC | Comprehensive Financial Planning Group is a renowned finance institution located at 5 Maxwell Drive in New York, United States. Specializing in comprehensive financial planning, they offer expert advice and guidance to help clients achieve their financial goals. With certified professionals and a commitment to personalized service, this institution is dedicated to providing top-notch financial solutions tailored to each individual's unique needs. Whether you are planning for retirement, investing for the future, or looking to protect your assets, Christopher J. Fabian, CFP, CRPC | Comprehensive Financial Planning Group is the trusted partner you can rely on for all your financial needs.

5 Maxwell Dr, Clifton Park, NY 12065, United States
518-373-7386
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#8

Laufer Planning Corporation

● Open

Laufer Planning Corporation is a leading accounting and finance institution located in Monroe, New York, United States. With a team of expert professionals, they provide a wide range of financial planning services to help individuals and businesses achieve their financial goals. From tax planning to investment strategies, Laufer Planning Corporation is dedicated to providing top-notch financial advice and services to their clients. With a strong reputation for excellence and a commitment to customer satisfaction, they are a trusted partner for all financial needs.

Monroe, NY 10950, United States
845-782-6550
lauferplanning.com
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#9

Wallkill Valley Federal Savings & Loan

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Wallkill Valley Federal Savings & Loan is a trusted financial institution located at 201 Ward Street in Montgomery, New York. As a bank specializing in savings and loans, we offer a range of financial services to help our customers achieve their financial goals. With a commitment to providing personalized service and competitive rates, our experienced team is dedicated to helping individuals and businesses manage their finances effectively. Whether you're looking to save for the future or secure a loan for a major purchase, Wallkill Valley Federal Savings & Loan is here to support you every step of the way.

201 Ward St #1248, Montgomery, NY 12549, United States
845-457-5101
wallkill.com
Wallkill Valley Federal Savings & Loan
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#10

Hamaspik Medicare Plans

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Hamaspik Medicare Plans is a reputable health insurance agency located at 58 New York 59, Monsey, New York, United States. Specializing in Medicare plans, they offer comprehensive coverage and personalized service to meet the individual needs of their clients. With a team of experienced professionals, Hamaspik Medicare Plans is dedicated to providing quality healthcare options and peace of mind for their members. Contact them today to learn more about their services and how they can help you navigate the complex world of healthcare insurance.

58 NY-59, Monsey, NY 10952, United States
888-426-2774
hamaspik.com
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#11

Emerald Retirement Planning Group, Inc.

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Emerald Retirement Planning Group, Inc. is a finance and insurance agency located at 6 Liberty Square Mall in Stony Point, New York, United States. Our team of experienced professionals is dedicated to helping individuals and families plan for a secure and comfortable retirement. We offer a range of services including retirement savings strategies, investment management, insurance solutions, and estate planning. With a focus on personalized guidance and tailored solutions, we strive to help our clients achieve their financial goals and enjoy peace of mind in their retirement years. Contact us today to learn more about how we can assist you in planning for a successful retirement.

6 Liberty Square Mall, Stony Point, NY 10980, United States
845-942-8578
emeraldretirement.com
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#12

Hudson Companies - Financial Planning, Retirement Planning, Wealth Management, Investment Services

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Hudson Companies is a leading financial institution located at 15 East Central Avenue in Pearl River, New York, United States. Specializing in financial planning, retirement planning, wealth management, and investment services, Hudson Companies is dedicated to helping individuals and families achieve their financial goals. With a team of experienced professionals, Hudson Companies offers personalized solutions tailored to each client's unique needs and objectives. Whether you are planning for retirement, looking to grow your wealth, or seeking investment opportunities, Hudson Companies is committed to providing expert guidance and support every step of the way. Visit us today to start building a secure financial future.

15 E Central Ave, Pearl River, NY 10965, United States
845-920-1600
hudcos.com
Hudson Companies - Financial Planning, Retirement Planning, Wealth Management, Investment Services Hudson Companies - Financial Planning, Retirement Planning, Wealth Management, Investment Services Hudson Companies - Financial Planning, Retirement Planning, Wealth Management, Investment Services
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#13

Money Concepts Financial Planning Centre

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Money Concepts Financial Planning Centre is a top-rated finance institution located at 65 Highview Avenue in Orangeburg, New York. Our team of experienced financial planners is dedicated to helping individuals and businesses achieve their financial goals through personalized strategies and expert advice. Whether you are looking to plan for retirement, invest wisely, or secure your financial future, our team is here to provide you with the guidance and support you need. Contact us today to schedule a consultation and take the first step towards a secure financial future.

65 Highview Ave, Orangeburg, NY 10962, United States
845-398-0097
moneyconcepts.com
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#14

Stewardship Financial Planning, Inc

● Open

Stewardship Financial Planning, Inc is a reputable finance institution located at 90 North Broadway in Irvington, New York, United States. With a focus on providing personalized financial planning services, Stewardship Financial Planning, Inc is committed to helping individuals and families achieve their financial goals and secure their financial future. Their team of experienced professionals offers expert advice and guidance on investments, retirement planning, estate planning, and more. Trust Stewardship Financial Planning, Inc to be your partner in navigating the complex world of finance and securing a prosperous future.

90 N Broadway Suite 218, Irvington, NY 10533, United States
914-380-1421
stewardship-fp.com
Stewardship Financial Planning, Inc
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#15

Creative Financial Planning, Inc.

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Creative Financial Planning, Inc. is a leading finance institution located at 101 South Broadway in South Nyack, New York. Our team of experienced financial planners are dedicated to providing innovative and personalized financial solutions to help our clients achieve their goals. Whether you are looking to save for retirement, invest in the stock market, or plan for your child's education, our experts are here to guide you every step of the way. At Creative Financial Planning, Inc., we believe in thinking outside the box to create unique and effective financial strategies tailored to each individual's needs. Contact us today to schedule a consultation and start planning for a secure financial future.

101 S Broadway, South Nyack, NY 10960, United States
845-634-6050
creativeplanners.net
Creative Financial Planning, Inc. Creative Financial Planning, Inc. Creative Financial Planning, Inc.
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#16

Wharton Wealth Planning

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Wharton Wealth Planning is a finance institution located at 3 Columbus Circle, New York, New York, United States. With over 25 years of experience, our dedicated advisor team is committed to providing extraordinary service to clients virtually and in-person. We are a Retirement Planning & Certified Investment Advisory Firm with offices in New York and Santa Fe, New Mexico. Our philosophy is to prioritize our clients' needs by providing conflict-free services and simplifying the means by which our clients achieve their investment and retirement goals. As an independent, fee-only fiduciary, we act in good faith and put your interests ahead of our own. Our dual-credentialed CERTIFIED FINANCIAL PLANNER™ (CFP®) with an MBA develops financial plans and asset management strategies tailored to each client's unique situation. Whether you are early in your career or retired, our experienced financial consulting team can help implement a plan and asset management strategy specific to your needs. Contact us to develop an investment strategy and retirement plan for a more secure future. Visit us at our locations in New York and Santa Fe for comprehensive wealth management services that deliver peace of mind.

3 Columbus Cir Floor 15, New York, NY 10019, United States
646-450-7021
whartonwealthplanning.com
Wharton Wealth Planning
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#17

Taher Financial Planning

● Open

Taher Financial Planning is a reputable finance institution located at 147 Prince Street in New York, United States. With a team of experienced financial experts, Taher Financial Planning offers personalized financial planning services to help individuals and businesses achieve their financial goals. From retirement planning to investment management, their comprehensive services cater to a wide range of financial needs. Trust Taher Financial Planning to provide expert guidance and support in navigating the complex world of finance.

147 Prince St, Brooklyn, NY 11201, United States
646-883-2505
taherfinancial.com
Taher Financial Planning
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#18

Flores Wealth Planning, LLC

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Flores Wealth Planning, LLC is a finance institution located at 800 3rd Avenue in New York, New York, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized wealth planning strategies. Whether you are looking to grow your investments, plan for retirement, or protect your assets, we are here to provide expert guidance and support every step of the way. Trust Flores Wealth Planning, LLC to help you secure a prosperous financial future.

800 3rd Ave Suite 2800, New York, NY 10022, United States
917-740-3898
floresfinancialplanning.com
Flores Wealth Planning, LLC
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3.1 10
#19

Metroplus Health Plan

● Open

MetroPlus Health Plan is a leading insurance agency located in New York, United States. With a strong commitment to providing affordable and quality healthcare coverage, MetroPlus offers a wide range of insurance plans to meet the diverse needs of individuals and families. Whether you are in need of medical, dental, or vision coverage, MetroPlus Health Plan has you covered. Their dedicated team of professionals is committed to ensuring that you receive the care and support you deserve. Choose MetroPlus Health Plan for comprehensive and reliable insurance coverage.

Staten Island, NY 10314, United States
838-217-2304
solarkingslasvegas.xyz
Metroplus Health Plan
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#20

Likhtenstein Financial Planning

● Open

Likhtenstein Financial Planning, located at 2412 Avenue V in New York, United States, is a finance institution founded by Marat Likhtenstein. Marat is a dedicated financial professional who is committed to helping individuals and businesses build their financial futures. With a practical approach to offering financial services and advice, Marat takes the time to understand each client's specific financial goals and investment objectives before recommending appropriate products and services. In addition to attending industry training and certification programs, Marat is an active member of various professional organizations and associations. He is also involved in his community, serving on the Board of Trustees of the Jewish Center of Nachalath Zion in Brooklyn, NY. Securities and investment advisory services at Likhtenstein Financial Planning are offered through Osaic Wealth, Inc., a separate entity.

2412 Ave V, Brooklyn, NY 11229, United States
718-375-9500
likhtensteinfinancialplanning.com
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#21

De Lorenzo Financial Planning

● Open

De Lorenzo Financial Planning is a reputable finance and insurance agency located in Newburgh, New York. Our team of experienced financial advisors is dedicated to helping individuals and businesses achieve their financial goals through personalized planning and strategic investment solutions. Whether you are looking to grow your wealth, protect your assets, or plan for retirement, our experts are here to provide you with the guidance and support you need. Visit us at 276 New York 17K to learn more about our services and how we can help you secure a stable financial future.

276 NY-17K, Newburgh, NY 12550, United States
845-564-3654
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#22

Vision Financial Planning

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Vision Financial Planning is a finance institution located at 200 Vesey Street in New York, New York. Our team of experienced financial advisors is dedicated to helping individuals and businesses achieve their financial goals through personalized planning and strategic investment management. Whether you are looking to save for retirement, plan for your child's education, or grow your wealth, we are here to provide expert guidance and support every step of the way. Trust Vision Financial Planning to help you secure a brighter financial future.

200 Vesey St 24th floor, New York, NY 10281, United States
718-205-2880
myvisionfinancial.com
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#23

Sterling Financial Planning

● Open

Sterling Financial Planning is a reputable finance institution located at 475 Park Avenue South in New York, New York, United States. Our team of experienced financial planners is dedicated to helping individuals and businesses achieve their financial goals through personalized and strategic planning. We offer a wide range of services including retirement planning, investment management, estate planning, and more. At Sterling Financial Planning, we prioritize our clients' financial well-being and strive to provide expert advice and guidance every step of the way. Trust us to help you secure a sound financial future.

475 Park Ave S #2100, New York, NY 10016, United States
212-405-1616
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#24

Financial Planning Concept's

● Open

Financial Planning Concepts is a leading institution in the field of finance, located at 1110 South Avenue in New York, United States. Our team of experienced professionals is dedicated to providing comprehensive financial planning services to help individuals and businesses achieve their financial goals. Whether you are looking to invest, save for retirement, or plan for the future, our experts can create a customized strategy tailored to your unique needs. With a focus on transparency, integrity, and customer service, Financial Planning Concepts is committed to helping you secure a stable financial future.

1110 South Ave # 301, Staten Island, NY 10314, United States
718-667-5050
fpcamerica.com
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#25

Term & Whole Life NYC

● Open

Term & Whole Life NYC is a reputable insurance agency located at 1617 3rd Avenue in New York City. Specializing in term and whole life insurance policies, our experienced agents are dedicated to providing personalized coverage options to meet the unique needs of our clients. Whether you are looking for short-term coverage or a long-term investment in your future, Term & Whole Life NYC is here to help. Contact us today to learn more about our comprehensive insurance solutions.

1617 3rd Ave # 286272, New York, NY 10128, United States
727-415-4558
term-whole-life-nyc.business.site
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#26

Plan With Phil - Life Insurance & Disability Insurance

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Plan With Phil - Life Insurance & Disability Insurance is a finance and insurance agency located at 79 Madison Avenue, New York, New York, United States. Specializing in providing essential protection for individuals and families, we understand the importance of having the right insurance in place. Life insurance is the foundation of any solid financial plan, and we offer a variety of options including term life insurance and whole life insurance. Disability insurance can supplement your group benefits and protect your income, while long term care insurance helps safeguard your assets. Planning for retirement and higher education costs is also crucial, and our experienced team is here to help you navigate the process.

79 Madison Ave f2, New York, NY 10016, United States
646-866-6990
planwithphil.com
Plan With Phil - Life Insurance & Disability Insurance Plan With Phil - Life Insurance & Disability Insurance Plan With Phil - Life Insurance & Disability Insurance
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#27

Penny Financial Planning LLC

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Penny Financial Planning LLC is a reputable finance institution located at 9201 4th Avenue in New York, United States. Our dedicated team of professionals provides expert financial planning services to help individuals and businesses achieve their financial goals. With a focus on personalized solutions and comprehensive strategies, we strive to empower our clients to make informed decisions and secure their financial future. Trust Penny Financial Planning LLC to guide you towards financial success.

9201 4th Ave, Brooklyn, NY 11209, United States
718-559-6250
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#28

Future Perfect Planning

● Open

Future Perfect Planning is a leading finance institution located at 564 72nd Street in New York, United States. Our team of expert financial planners is dedicated to helping individuals and businesses achieve their long-term financial goals. Whether you are looking to save for retirement, invest in the stock market, or plan for your children's education, our experienced professionals are here to provide personalized guidance and support every step of the way. Trust Future Perfect Planning to secure your financial future today.

564 72nd St, Brooklyn, NY 11209, United States
646-543-8065
futureperfect.nyc
Future Perfect Planning Future Perfect Planning
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#29

WellCare Health Plan

● Open

WellCare Health Plan is an insurance agency located at 47 Court Street in Buffalo, New York. We are dedicated to providing high-quality healthcare coverage to individuals and families in the United States. Our goal is to ensure that our members have access to affordable and comprehensive health plans that meet their unique needs. With a focus on preventive care and wellness, we strive to help our members lead healthier lives. Contact us today to learn more about our insurance options and how we can help you stay well.

47 Court St, Buffalo, NY 14202, United States
716-846-7900
wellcare.com
WellCare Health Plan
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#30

Limestone Planning Group, Inc.

● Closed

Limestone Planning Group, Inc. is a health and insurance agency located at 5900 North Burdick Street in East Syracuse, New York, United States. They specialize in providing comprehensive planning services for individuals and families to ensure they have the proper health coverage and insurance protection. With a team of experienced professionals, Limestone Planning Group, Inc. is dedicated to helping clients navigate the complexities of the healthcare and insurance industries to secure their financial future and well-being.

5900 N Burdick St Suite 200, East Syracuse, NY 13057, United States
315-656-4114
firminsuranceagency.com
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