TOP 30 Long term wealth building in New City, New York
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National Bank of Kuwait
● OpenWelcome to the National Bank of Kuwait (NBK) located at 299 Park Avenue, in the heart of Manhattan, New York. As a premier financial institution, NBK is committed to delivering exceptional banking services tailored to meet the diverse needs of our clients. Our New York branch provides a comprehensive suite of financial solutions, including personal banking, corporate banking, investment services, and wealth management. At NBK, we pride ourselves on our rich heritage, extensive expertise, and a deep understanding of the global financial landscape. Our team of experienced professionals is dedicated to offering personalized service with a focus on building long-term relationships based on trust and reliability.
299 Park Avenue, Manhattan, New York, United States -
Roberto Ramos My Econ
● OpenWelcome to Roberto Ramos My Econ, your trusted financial partner located in the heart of Brooklyn, New York. Situated at 1326 Halsey Street, our business is dedicated to empowering individuals and families with the financial knowledge and tools they need to achieve economic success. We specialize in a comprehensive range of financial services designed to meet your unique needs, from budgeting and debt management to investment strategies and wealth building. At Roberto Ramos My Econ, we believe in a personalized approach to finance. Our team of experienced professionals is committed to providing you with tailored solutions and expert guidance to help you navigate the complexities of the financial world. Whether you're looking to improve your credit score, save for the future, or explore new investment opportunities, we are here to support you every step of the way.
1326 Halsey Street, Brooklyn, New York 11237, United States -
BNY Mellon
● OpenWelcome to BNY Mellon, located at 2 Hanson Place, Brooklyn, New York. As a leading institution in the banking and finance sector, we are committed to empowering corporate treasurers to become strategic technologists, guiding critical transformation projects in a rapidly evolving payments landscape. Our strength lies in our robust client relationships, and we invite you to explore our client stories to see how we make a meaningful impact in our communities and beyond. For those looking to start or advance their careers, BNY Mellon offers an enriching 8-10 week internship opportunity for undergraduate students and a comprehensive 24-month program designed to foster growth and development across various financial services sectors. Our recent financial performance has been bolstered by solid fee growth and disciplined expense management, reflecting our pivotal role in the financial system—essential for both our clients' success and the global economy.
2 Hanson Place, Brooklyn, New York 11217, United States -
Independence Financial
● OpenWelcome to Independence Financial, your trusted partner in navigating the complex world of finance. Conveniently located at 1315 Avenue J in the heart of Brooklyn, New York, we are dedicated to empowering individuals and businesses to achieve financial independence and security. Our team of experienced financial advisors offers personalized solutions tailored to meet your unique financial goals and needs. At Independence Financial, we specialize in a wide range of services, including financial planning, investment management, retirement planning, and wealth preservation strategies. Whether you're planning for retirement, looking to invest, or seeking advice on managing your finances, our experts are here to guide you every step of the way.
1315 Avenue J, Brooklyn, New York 11230, United States -
Luss Group
● OpenWelcome to The Luss Group, Inc., your trusted partner in insurance and financial services. Conveniently located at 102 West Broadway, Port Jefferson, New York 11777, we pride ourselves on delivering personalized and comprehensive solutions to meet your unique needs. With a commitment to excellence and a client-first approach, The Luss Group offers a wide range of insurance products and financial planning services designed to help you secure your financial future. Our experienced team, led by Kevin A. Luss, CFP, ChFC, is dedicated to providing expert guidance and tailored strategies for every stage of your life.
102 West Broadway, Port Jefferson, New York 11777, United States -
Lee Neugebauer - Morgan Stanley
● OpenWelcome to Lee Neugebauer - Morgan Stanley, your trusted partner in navigating the complex world of finance. Conveniently located at 888 Veterans Memorial Highway in Hauppauge, New York, we are dedicated to offering personalized financial services tailored to meet your unique goals and aspirations. At Lee Neugebauer - Morgan Stanley, we understand that financial planning is a journey, and we are here to guide you every step of the way. With a commitment to excellence and a focus on building long-term relationships, our team of experienced professionals provides a comprehensive range of services, including wealth management, investment strategies, retirement planning, and more.
888 Veterans Memorial Highway, Hauppauge, New York 11788, United States -
Jeremy Rayburn - Morgan Stanley
● OpenWelcome to Jeremy Rayburn - Morgan Stanley, your trusted partner in financial planning and investment management. Conveniently located at 888 Veterans Memorial Highway in Hauppauge, New York, we are dedicated to providing exceptional financial services to individuals and businesses in the community and beyond. At our office, we understand that navigating the financial landscape can be complex and challenging. That's why Jeremy Rayburn and his team of experienced professionals are here to offer personalized solutions tailored to your unique financial goals. Whether you're planning for retirement, managing your investments, or seeking guidance on wealth management, we are committed to helping you achieve financial success and security.
888 Veterans Memorial Highway, Hauppauge, New York 11788, United States -
Robert Donahue - State Farm Insurance Agent
● OpenWelcome to Robert Donahue - State Farm Insurance Agent, your trusted local insurance agency located at 499-77 Sunrise Highway in the Gateway Plaza shopping center, Patchogue, New York. Whether you're stopping by after a visit to Dicks, Michaels, or Tropical Smoothie, our team is ready to assist you with all your insurance needs. We pride ourselves on providing exceptional value, discounts, and superior customer service. Our mission is to protect what matters most to you, from auto and home insurance to life insurance and beyond. Call or visit our office today for a complimentary quote on your auto insurance and discover why our customers love our dedicated team. As summer approaches, ensure your home is well-protected by reaching out to us for a policy review.
499-77 Sunrise Highway, Patchogue, New York 11772, United States -
Barons Financial Strategies, Inc.
● OpenWelcome to Barons Financial Strategies, Inc., your trusted partner in navigating the complex world of finance. Conveniently located at 3920 Veterans Memorial Highway, Bohemia, New York, we are dedicated to serving individuals and businesses in our community and beyond. At Barons Financial Strategies, Inc., we specialize in providing personalized financial planning and investment management services tailored to your unique needs and goals. Our team of experienced professionals is committed to delivering expert advice and innovative strategies to help you achieve financial success and peace of mind.
3920 Veterans Memorial Highway, Bohemia, New York 11716, United States -
Greg Mehrhoff - State Farm Insurance Agent
● OpenWelcome to Greg Mehrhoff - State Farm Insurance Agent, your trusted local insurance agency located at 10 Station Court, Bellport, NY 11713, nestled conveniently between Chase Bank and the Bellport Public Library and Post Office. With over a decade of dedicated service to the Long Island community, Greg Mehrhoff and his wife, Jillian, are committed to understanding and fulfilling your unique insurance needs. As a family-run business, we offer a wide range of coverage options including Auto, Homeowners, Life Insurance, and more, all aimed at helping you and your family build wealth and secure a prosperous future. Greg, a Chartered Financial Consultant (ChFC) and lifelong Long Islander, brings a deep connection to the community, enriched by his passion for family, outdoor activities, and community service. Actively engaged in supporting local charities and organizations, Greg strives to make a positive impact throughout the region. If you’re affiliated with a non-profit organization, feel free to inquire about our community outreach initiatives.
10 Station Court, Bellport, New York 11713, United States -
The Mehrhoff Agency
● OpenWelcome to The Mehrhoff Agency, your trusted local State Farm Insurance provider located at 10 Station Court, Bellport, NY 11713. Nestled conveniently between the Chase Bank and the Bellport Public Library and Post Office, we are here to serve the Long Island community with over a decade of dedicated experience. Led by Gregory Mehrhoff, a Chartered Financial Consultant (ChFC) and lifelong Long Island resident, our family-run agency is committed to understanding and addressing your unique insurance needs. At The Mehrhoff Agency, we offer a comprehensive range of insurance solutions, including Auto, Homeowners, Life, Renters, and Business insurance. Our mission is to help you and your family build wealth and secure your future, ensuring that every day can feel like summer. We proudly serve Bellport Village and its neighboring communities, including North Bellport, Patchogue, East Patchogue, Shirley, Mastic, Mastic Beach, Medford, Holbrook, Holtsville, Yaphank, and Brookhaven, as well as the wider areas of Nassau, Suffolk, Queens, Brooklyn, Manhattan, Bronx, and Staten Island.
10 Station Court, Bellport, New York 11713, United States -
The Simmons Point Group of Janney Montgomery Scott
● OpenWelcome to The Simmons Point Group of Janney Montgomery Scott, your trusted partner in financial services located at 1116 Main Road, Riverhead, New York. We specialize in providing personalized financial advice and investment solutions tailored to meet the unique needs of each client. Our dedicated team of experienced professionals is committed to helping you achieve your financial goals through comprehensive wealth management, retirement planning, and investment strategies. At The Simmons Point Group, we pride ourselves on building long-term relationships based on trust, integrity, and exceptional service. Whether you're planning for retirement, managing your investments, or seeking guidance on financial planning, we are here to support you every step of the way. Visit us to discover how we can help you secure a prosperous financial future.
1116 Main Road, Riverhead, New York 11901, United States -
Merrill Lynch Financial Advisor Scott Neuberger
● OpenWelcome to Merrill Lynch Financial Advisor Scott Neuberger, where your financial future is our priority. Located at 450 Old Country Road, Riverhead, New York, our mission is to understand your unique financial goals and help you achieve them through personalized planning and strategic investment. With access to Merrill's extensive range of investment solutions and Bank of America's banking products, we provide you with timely market insights and global economic updates to keep you on track. At the heart of our approach is a commitment to listen and understand what matters most to you. Whether you're planning for future healthcare expenses, preparing for college, considering a major purchase, or aiming to pass on wealth to the next generation, we work with you to create a comprehensive plan that aims to manage, grow, and preserve your wealth for years to come.
450 Old Country Road, Riverhead, New York 11901, United States -
Merrill Lynch Financial Advisor Michael T Lagnese
● OpenWelcome to the office of Merrill Lynch Financial Advisor Michael T. Lagnese, located at 450 Old Country Road, Riverhead, New York. We are dedicated to helping you navigate your financial journey with confidence and clarity. Our team, supported by the global resources of Merrill, is composed of talented and experienced professionals committed to building strong relationships based on trust and personalized service. At Merrill Lynch Wealth Management, we focus on what matters most to you—your family, goals, and priorities—as they evolve over the years. Our mission is to understand your unique financial situation, enabling us to design and implement a personalized plan to help you pursue your financial goals while managing investment risk.
450 Old Country Road, Riverhead, New York 11901, United States -
Merrill Lynch Financial Advisor Robert C Ward
● OpenWelcome to Merrill Lynch Financial Advisor Robert C. Ward, located at 450 Old Country Road, Riverhead, New York. We specialize in providing comprehensive financial advisory services tailored to meet the unique wealth management needs of business owners, entrepreneurs, and affluent individuals. With access to a wide range of investment solutions from Merrill and banking products from Bank of America, we offer personalized strategies to help you pursue your short- and long-term financial goals. Led by Robert C. Ward, a seasoned financial advisor with over three decades of experience, our team is dedicated to guiding you through the complexities of financial planning. Since joining Merrill Lynch in 2015 and becoming the Resident Director of the Riverhead office in 2018, Bob has focused on delivering exceptional service and insights into market trends and the global economy. His expertise is further enhanced by his Chartered Financial Consulting Designation (ChFC®), achieved in 2022.
450 Old Country Road, Riverhead, New York 11901, United States -
Merrill Lynch Financial Advisor Harry L Hackett
● OpenWelcome to Merrill Lynch Financial Advisor Harry L Hackett, your trusted partner in financial planning and wealth management located at 57 Hampton Road, Southampton, New York. Our mission is to be your primary source for financial advice and guidance, offering personalized strategies to help you navigate the complexities of the financial world. At the Hackett Group, we believe in building strong relationships through teamwork and client involvement. Our dedicated team of advisors and wealth management client associates work closely with you to understand your unique financial situation, goals, and priorities. With access to the global investment capabilities of Merrill and the banking convenience of Bank of America, we provide comprehensive solutions tailored to your needs.
57 Hampton Road, Southampton, New York 11968, United States -
Joseph M. Faller - Wilmington Advisors @ M&T
● OpenWelcome to Joseph M. Faller - Wilmington Advisors @ M&T, your trusted partner in financial planning and wealth management, conveniently located at 295 North Sea Road, Southampton, New York. As a premier financial advisory firm, we are dedicated to helping individuals, families, and businesses achieve their financial goals with personalized and strategic solutions. Our team of experienced advisors is committed to providing expert guidance in investment management, retirement planning, estate planning, and more. We understand the unique financial landscape of the Southampton community and strive to deliver tailored advice that aligns with your specific needs and aspirations.
295 North Sea Road, Southampton, New York 11968, United States -
Edgar Betancourt - Ameriprise Financial Services, LLC
● OpenWelcome to Edgar Betancourt - Ameriprise Financial Services, LLC, your trusted partner in navigating the complexities of financial planning and investment management. Conveniently located at 1673 County Road 39 in Southampton, New York, we specialize in providing personalized financial advice tailored to meet your unique goals and aspirations. At Edgar Betancourt - Ameriprise Financial Services, LLC, we understand that each client has distinct financial needs and objectives. That's why we offer a comprehensive approach to financial planning, ensuring that your strategy aligns perfectly with your personal goals. Our advisors possess a wide array of professional certifications and designations, underscoring their commitment to excellence and expertise in areas such as asset management, estate planning, retirement solutions, and investment strategies.
1673 County Road 39, Southampton, New York 11968, United States -
George Kreuscher - Financial Advisor, Ameriprise Financial Services, LLC
● OpenWelcome to George Kreuscher - Financial Advisor, Ameriprise Financial Services, LLC, located at 1673 County Road 39, Southampton, New York. We are your trusted partner in financial planning and investment management, dedicated to helping you achieve your financial goals with personalized strategies and expert advice. George Kreuscher brings a wealth of knowledge and expertise to the table, holding numerous prestigious certifications and designations that highlight his commitment to excellence and professional growth in the financial services industry. As an Accredited Asset Management Specialist (AAMS™), George adheres to a strict code of ethics and applies investment concepts to real-world situations, ensuring your assets are managed effectively.
1673 County Road 39, Southampton, New York 11968, United States -
Meredith Diamond - Financial Advisor, Ameriprise Financial Services, LLC
● OpenMeredith Diamond - Financial Advisor, Ameriprise Financial Services, LLC Welcome to Meredith Diamond - Financial Advisor, located at 1673 County Road 39, Southampton, New York. With a commitment to providing exceptional financial guidance, our firm is dedicated to helping you achieve your financial goals through personalized strategies and expert advice.
1673 County Road 39, Southampton, New York 11968, United States -
Erik DeGroot - UBS Financial Services Inc.
● OpenWelcome to Erik DeGroot - UBS Financial Services Inc., your trusted partner in financial success, located in the heart of Southampton, New York. Situated at 8 Main Street, our office is dedicated to providing personalized financial solutions that cater to your unique needs and aspirations. With a commitment to excellence and a deep understanding of the financial landscape, Erik DeGroot and his team offer a comprehensive range of services, including wealth management, investment strategies, retirement planning, and more. We pride ourselves on building long-term relationships with our clients, ensuring that your financial goals are met with precision and care. Visit us today and discover how we can help you achieve financial peace of mind.
8 Main Street, Southampton, New York 11968, United States -
Roy Cashion III - UBS Financial Services Inc.
● OpenWelcome to Roy Cashion III - UBS Financial Services Inc., your trusted partner in navigating the financial landscape. Conveniently located at 8 Main Street, Southampton, New York, we specialize in providing personalized financial solutions tailored to meet the unique needs of each client. With a commitment to excellence and a focus on building long-term relationships, our team of experienced professionals offers a comprehensive range of services, including investment management, retirement planning, estate planning, and wealth management. Whether you're an individual investor or a business looking to secure your financial future, we are here to guide you every step of the way. Visit us today and discover how we can help you achieve your financial goals with confidence and peace of mind.
8 Main Street, Southampton, New York 11968, United States -
Point 32 Investment Partners
● OpenWelcome to Point 32 Investment Partners, your trusted financial advisory firm located in the heart of Westhampton Beach, New York. Situated at 115 Main Street, we are committed to providing personalized investment strategies and financial solutions tailored to meet your unique needs. Our team of experienced professionals specializes in a wide range of financial services, including wealth management, retirement planning, and portfolio diversification. At Point 32 Investment Partners, we prioritize building long-term relationships with our clients, ensuring that your financial goals are aligned with your life's ambitions. Visit us today to discover how we can help you navigate the complexities of the financial world with confidence and clarity.
115 Main Street, Westhampton Beach, New York 11978, United States -
Council Member Keith Powers
● OpenWelcome to the official website of Council Member Keith Powers, proudly serving New York City’s Council District 4, which encompasses Manhattan’s vibrant East Side and Midtown neighborhoods. Our local government office, conveniently located at 211 East 43rd Street, Suite 1205, New York, NY 10017, is dedicated to addressing the diverse needs of our community. Council Member Keith Powers has been recognized as one of New York City’s leading lawmakers, earning accolades such as City and State’s Top Lawmaker of 2019, CUNY Lindsay Fellow, and NewDEAL Leader. As the Chair of the City Council’s Rules, Privileges, and Elections Committee, and former Chair of the Criminal Justice Committee and Majority Leader, Keith Powers brings a wealth of experience and dedication to his role.
211 East 43rd Street, Manhattan, New York, United States -
MISRA Capital
● OpenWelcome to MISRA Capital, your trusted partner in real estate investing, located at 1711 Cudaback Avenue, Niagara Falls, New York. As a premier real estate agency and private equity investment firm, we specialize in providing sophisticated, accredited investors with unique opportunities to invest in institutional-quality, recession-resistant real estate assets. Our focus is on generating passive cash-flow income through multifamily apartments and other real estate strategies, ensuring a high degree of principal protection and attractive equity multiples. At MISRA Capital, our mission is to build generational wealth, generate passive cashflow income, and achieve financial security for our investors. AJay, our experienced and passionate serial real estate investor, leads the firm with over 25 years of expertise in the USA and Canada. With a proven track record in managing multi-family apartment deals and other real estate investments valued at over $400 million, AJay brings a wealth of knowledge and experience to our clients.
1711 Cudaback Avenue, Niagara Falls, New York 14303, United States -
Ragette Real Estate
● OpenWelcome to Ragette Real Estate - Your Trusted Partner in Westchester County Located at 44 South Broadway, White Plains, New York, Ragette Real Estate has been a cornerstone of the Westchester community for over 139 years. Our legacy is built on family commitment, community involvement, dedication, and professionalism—values that continue to guide us today.
44 South Broadway, White Plains, New York 10601, United States -
Steven Segretta - Real Estate at Brown Harris Stevens
● OpenWelcome to Steven Segretta - Real Estate at Brown Harris Stevens, your trusted partner in navigating the vibrant and dynamic real estate market of Brooklyn, New York. Located at 160 7th Avenue, Brooklyn, NY 11215, Steven Segretta is a licensed real estate salesperson with a reputation for excellence, commitment, and personalized service. With extensive experience in both New York and New Jersey, Steven Segretta specializes in helping clients buy and sell properties with confidence and ease. Whether you're a first-time homebuyer or a seasoned investor, Steven’s deep knowledge of the Park Slope area and his financial expertise provide invaluable insights to make informed decisions. His dedication to client satisfaction is reflected in the glowing testimonials from previous clients who commend his thorough communication, responsiveness, and genuine care throughout the real estate process.
160 7th Avenue, Brooklyn, New York 11215, United States -
The Scanlon Homes Team
● OpenWelcome to The Scanlon Homes Team, your trusted partner in real estate located at 166 Main Street, Oneonta, New York. We are a passionate team of five dedicated professionals who believe in the power of relationships over numbers. Our mission is to provide unparalleled service and support to our clients, whether you're selling your cherished family home or buying your first property. At The Scanlon Homes Team, we understand that a home is more than just a place—it's a sanctuary, a community, and a foundation for your future. With a deep love for the Oneonta region and extensive involvement in local organizations, we bring a wealth of knowledge and genuine enthusiasm to every transaction.
166 Main Street, Oneonta, New York 13820, United States
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