The 30 Best Member owned financial institution in New York, New York

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Southern Chautauqua Federal Credit Union is a trusted financial institution located at 168 East Fairmount Avenue in Lakewood, New York. As a member-owned credit union, we offer a range of financial services including savings accounts, loans, and online banking. Our convenient ATM services make accessing your funds easy and convenient. Visit us today to experience the personalized service and competitive rates that set us apart from traditional banks.

River Terrace Co-Op is a vibrant residential community located at 15620 Riverside Drive West in New York, New York. Nestled along the picturesque banks of the river, our institution offers a peaceful and serene environment for residents to enjoy. With a focus on cooperative living, our members work together to maintain the property and create a welcoming atmosphere for all. Our convenient location provides easy access to the city while still offering a quiet retreat from the hustle and bustle. Come experience the charm of River Terrace Co-Op and see why our residents love calling this place home.

Hudson Valley Credit Union, located at 87 Brookside Avenue in Chester, New York, is a finance institution dedicated to helping its 340,000 members achieve financial independence. With a focus on lending to military members and their dependents, HVCU offers a competitive 5.62% APY for a 12-month term to help members flex their savings power. The institution is federally insured by the NCUA and offers insurance products through InsureOne Insurance Services America, LLC. HVCU is committed to providing a website that is accessible to all, in accordance with W3C WAI's Web Content Accessibility Guidelines. Please note that access to Internet Banking and Mobile Banking is restricted to authorized HVCU members only. Visit HVCU today to learn more about their services and offerings.

Federal Credit Union is a finance institution located at 4886 Arthur Kill Road in New York, United States. As a member-owned cooperative, we offer a wide range of financial services including savings accounts, loans, and credit cards. Our mission is to provide our members with competitive rates, personalized service, and financial education to help them achieve their financial goals. Join us today and experience the benefits of being a part of a community-focused financial institution.

Empire State Credit Union is a trusted financial institution located at 45 Kennedy Drive in Spring Valley, New York. As a member-owned cooperative, we prioritize the financial well-being of our members by offering a wide range of banking services and products. Our dedicated team of professionals is committed to providing personalized service and helping our members achieve their financial goals. Join us at Empire State Credit Union and experience the difference of banking with a community-focused institution.

Rockland Employees Federal Credit Union is a reliable financial institution located at 170 East Central Avenue in Spring Valley, New York. As an ATM and finance institution, we provide a range of services to meet the financial needs of our members. Our dedicated team is committed to offering personalized and convenient banking solutions to help you achieve your financial goals. Visit us today to experience the difference of banking with Rockland Employees Federal Credit Union.

TEG Federal Credit Union in Newburgh, New York is a trusted financial institution located at 16 North Plank Road. As a credit union, TEG offers a wide range of financial services including ATM access for convenient banking. With a focus on member satisfaction and community involvement, TEG Federal Credit Union is committed to helping individuals and families achieve their financial goals. Visit us today to experience personalized service and competitive rates.

Union Congregational FCU is a finance institution located at 58 West 138th Street in New York, New York, United States. Our credit union offers a range of financial services to meet the needs of our members. Whether you are looking for savings accounts, loans, or other financial products, our friendly staff is here to help. Join us and experience the benefits of being a member of Union Congregational FCU.

The Law Offices of Juliet Cohen, P.C. is a trusted institution located at 105-19 Metropolitan Avenue in New York, United States. Specializing in Elder Law, Trusts and Estates, Probate & Administration, our dedicated team is committed to protecting everything you own and everyone you love. Attend our FREE Estate Planning Workshop to learn how to safeguard your assets and provide for your loved ones. With a well-drafted estate plan in place, you can ensure that your estate passes to your chosen beneficiaries without the need for probate, minimizing costs and ensuring your wishes are carried out.

Montage Wealth Management, located at 179 Sully's Trail in Pittsford, New York, is a finance institution that specializes in designing financial plans to help individuals embrace the next chapter of their lives. Whether facing a job change, divorce, retirement, health issues, or the loss of a loved one, Montage Wealth Management understands the challenges that life-altering moments can bring. With a focus on creating well-thought-out financial strategies that reflect current needs and future dreams, the institution offers comprehensive support during these transitions. Their financial planning process aims to help clients establish new priorities and make informed decisions, empowering them to navigate through life's uncertainties with clarity and conviction. The team at Montage Wealth Management is dedicated to creating personalized and easy-to-understand plans, staying actively engaged in implementing every aspect of the financial plan, and collaborating with other experts to ensure a favorable outcome for clients.

Wealth Conservation Group Inc. is a finance institution located at 576 Broadhollow Road, Melville, New York, United States. With a focus on providing estate, wealth, retirement, and benefit planning to family businesses and high-net-worth individuals, Wealth Conservation Group has over 40 years of experience in the industry. Their team, consisting of individuals with over 100 years of combined experience, specializes in various financial services such as wealth conservation, tax reduction strategies, employee benefits, multi-generational planning, asset protection, business planning, estate planning, investment advice, retirement planning, eldercare planning, cash flow strategies, and 401(k)s. The institution prides itself on fostering strong, long-term relationships built on trust, knowledge, and integrity with their clients. They serve a wide range of clients including business owners, successful families, pre-retirees and retirees, executives and professionals, first responders, teachers, and physicians. Wealth Conservation Group is committed to helping clients achieve their financial goals and dreams, allowing them to spend more time doing what they love with their loved ones. The institution is licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in several states. Additionally, they offer securities products and services through NYLIFE Securities LLC and advisory services through Eagle Strategies LLC. Wealth Conservation Group is independently owned and operated from NYLIFE Securities LLC and its affiliates and does not provide tax, legal, or accounting advice. Joseph Brida, a member of the Nautilus Group(R) and a registered investment adviser representative, is one of the key professionals at Wealth Conservation Group.

Morgan Stanley Smith Barney is a finance institution located at 10 Phillips Street, Massena, New York, United States. Whether you need advice or prefer to invest on your own, they offer a range of solutions to meet your financial needs. Clients can choose from investing on their own to comprehensive financial planning, with access to easy-to-use tools and resources. Financial Advisors are available by phone to help plan for key life stages and events, or clients can collaborate with a dedicated Financial Advisor for ongoing planning and management. The institution also offers online trading with $0 commission for US-listed stock, ETF, and options trades. Certain accounts may have minimum asset levels and eligibility requirements. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC, which is a registered Broker/Dealer and Member SIPC. Additional information and important disclosures can be found on their website.

Rhinebeck Wealth Advisors is a woman-owned financial advisory practice with over 80 years of collective industry experience, located in Red Hook, New York, United States. We offer a sophisticated, personalized, multi-generational wealth management experience for individuals, families, and institutions. With locations in Rhinebeck, Hudson Valley, The Berkshires, and Great Barrington, our team collaborates to provide the highest standards of advice, action, and professional guidance. We believe in learning from the past, setting detailed goals for the future, and living in the present moment. Securities are offered through Raymond James Financial Services, Inc., member FINRA/SIPC, while investment advisory services are provided through Raymond James Financial Services Advisors, Inc. Rhinebeck Wealth Advisors is independent of Raymond James Financial Services and is not a registered broker/dealer.

Merrill Lynch Private Wealth Advisor Sheena Marr is a finance institution located at 300 Broadhollow Road, Melville, New York, United States. The institution offers industry-leading research and expert analysis to help clients stay ahead in managing their significant wealth. The Palermo Frangas Group at Merrill Private Wealth Management is dedicated to providing personalized service to a limited number of clients and families with integrity and excellence. The private wealth advisors are rigorously trained to meet specialized needs and build relationships based on trust. The institution has received recognition from financial industry publications such as Forbes for their exemplary client service. The team, led by Luca Palermo and Nick Frangas, offers strategies designed to help clients achieve their goals through a goals-based wealth management approach. They work with individuals, families, business owners, and executives, providing services and resources typically reserved for the world's largest institutions.

Empire State Planning Group, Inc. located at 35 Robin Drive, Hauppauge, New York, is a finance institution dedicated to bringing your financial puzzle to life. Our goal is to help you navigate the complexities of personal finance, including insurance, investing, retirement planning, estate planning, corporate benefits, and wealth preservation. By working with our knowledgeable professionals, you can make informed decisions about your financial future and pursue your goals with confidence. Our services cover a wide range of financial and insurance management areas, including investment and retirement planning, risk management, and corporate group benefits. We specialize in creating customized financial strategies that are tailored to your specific needs, helping you achieve both short-term and long-term objectives. On our website, you'll find resources to assess your current financial situation, track progress towards your goals, and access educational articles and product information to enhance your financial strategy.

Gentry Tenants Co-Op is a housing institution located at 21 Fairview Avenue in Tuckahoe, New York. This cooperative offers a unique living experience for its residents, providing a sense of community and shared responsibility. With a focus on maintaining high standards of living and fostering a sense of belonging, Gentry Tenants Co-Op is dedicated to creating a comfortable and welcoming environment for all its members. Residents can enjoy the benefits of cooperative living while also having access to a variety of amenities and services.

Gardner's Tax Services in Massena, New York, is a trusted institution specializing in accounting and finance. Our team of tax professionals is dedicated to helping clients navigate the complex tax code and maximize their returns. Founded in 1974 by Bill Gardner in Fort Covington, the business is now owned by his son, Richard Gardner, who is actively involved in the day-to-day operations. With a staff of experienced tax preparers, bookkeepers, and a friendly receptionist, Gardner's Tax Services offers a wide range of tax services, including preparation, planning, and resolution. Whether you need assistance with personal taxes, small business finances, or estate taxes, our team is here to help.

Ellyn A. Schaefer CPA is a dedicated accounting and finance institution located at 1425 Jefferson Road in Rochester, New York. Specializing in small business and individual tax preparation services, Ellyn A. Schaefer and her team serve clients throughout Rochester NY and the surrounding areas including Pittsford, Penfield, and Fairport. With a focus on providing fast, thorough results at competitive prices, Ellyn A. Schaefer, CPA offers a range of services including accounting, bookkeeping, financial statement preparation, tax preparation, compliance issues, and consultations. Ellyn A. Schaefer, a Certified Public Accountant, has over 30 years of experience in the field. Graduating from St. John Fisher College in 1984, she received her CPA in 1987 and launched her own accounting firm in 1994. Specializing in tax, small business, and non-profit organizations, Ellyn is committed to staying up-to-date with new rules and regulations to ensure quality service for her clients. She has successfully undergone Peer Quality Reviews and is a member of the New York State Society of Certified Public Accountants.

Moscato CPA is a family-owned and operated accounting and finance firm located at 360 Delaware Avenue in Buffalo, New York. Our dedicated team is committed to providing personalized attention to our clients, drawing on years of advanced training, technical expertise, and financial knowledge. We continually invest in professional education, cutting-edge technology, and strong business relationships to ensure excellence in our services. As members of the New York State Society of Certified Public Accountants (NYSSCPA) and the American Institute of Certified Public Accountants (AICPA), Moscato CPA upholds the highest standards of professionalism. Our certified public accountants are experts in QuickBooks and can provide tailored support for your accounting needs. Whether you're new to QuickBooks or require assistance with an existing company file, our team is here to assist you.

Heveron & Company CPAs is a reputable accounting and finance institution located at 260 South Plymouth Avenue in Rochester, New York, United States. Specializing in tax planning and preparation for individuals and small businesses, as well as providing expert nonprofit compliance audits, the firm is known for its care, competence, and common sense approach to serving clients. With a history dating back to 1972, Heveron & Company CPAs is dedicated to meeting the unique needs of each client with a personal and professional touch. As a certified women-owned business and licensed provider of continuing education for CPAs in New York State, the firm continually expands its knowledge to better serve its clients.

Oswego County Federal Credit Union is a trusted financial institution located at 90 East Bridge Street in Oswego, New York. As a member-owned credit union, we are committed to providing personalized financial services to our members, including savings accounts, loans, and more. Our dedicated team of professionals is here to help you achieve your financial goals and secure your financial future. Join us today and experience the difference of banking with a credit union that puts your needs first.

SeaComm Federal Credit Union is a trusted financial institution located at 20565 State Route 3 in Watertown, New York. As a member-owned cooperative, SeaComm offers a wide range of financial services, including savings accounts, checking accounts, loans, and more. With a focus on providing personalized and affordable banking solutions, SeaComm is dedicated to helping its members achieve their financial goals. Visit us today to experience the difference of banking with a credit union that puts its members first.

AmeriCU Credit Union is a trusted financial institution located at 7474 Oswego Road in New York, United States. As a credit union, AmeriCU offers a wide range of banking, finance, and insurance services to its members. With a focus on providing personalized and community-oriented financial solutions, AmeriCU is committed to helping individuals and families achieve their financial goals. Whether you need a loan, savings account, insurance coverage, or investment advice, AmeriCU Credit Union is here to support you every step of the way. Visit us today to experience the difference of banking with a member-owned institution that puts your needs first.

TEG Federal Credit Union is a trusted financial institution located at 1 Commerce Street in Poughkeepsie, New York. As a full-service credit union, TEG offers a wide range of banking and financial services to its members, including checking and savings accounts, loans, mortgages, and investment options. With a focus on personalized service and competitive rates, TEG Federal Credit Union is committed to helping individuals and families achieve their financial goals. Additionally, TEG provides convenient access to ATMs for easy cash withdrawals and account management. Visit TEG Federal Credit Union today to experience the difference of banking with a member-owned institution.

SeaComm Federal Credit Union is a trusted financial institution located at 3001 Ford Street Extension in Ogdensburg, New York, United States. As a member-owned credit union, SeaComm offers a wide range of financial services, including savings accounts, loans, and investment options. With convenient ATM access and a commitment to personalized service, SeaComm is dedicated to helping its members achieve their financial goals.

St Pius X Church Federal Credit Union, located at 2998 Chili Avenue in Rochester, New York, is a full-service financial institution offering ATM services and a variety of financial products. With Shared Branching, members have access to over 30 branches in the local community for withdrawals, deposits, and loan payments. Participating credit unions include Summit, Reliant, Advantage, and Family First, as well as over 5,000 national branch locations. What sets St Pius X Church Federal Credit Union apart is their commitment to providing friendly and convenient support to the local community. Open on Sundays to accommodate busy members, the credit union strives to be a one-stop destination for all financial needs. Members praise the personalized service, fair practices, and supportive atmosphere at SPX, describing it as a place where everyone is treated like family.

Williamsville Federal Credit Union is a trusted financial institution located at 656 North French Road in New York, United States. As a member-owned credit union, we are dedicated to providing our members with personalized financial services and competitive rates. Our knowledgeable staff is committed to helping you achieve your financial goals and make sound financial decisions. Join us today and experience the benefits of banking with Williamsville Federal Credit Union.

Cornerstone Community Federal Credit Union is a finance institution located at 5 State Street in Middleport, New York, United States. With a range of lending products tailored to members' needs, making your financial dreams a reality is easier than ever with Cornerstone. Membership is open to those living, working, volunteering, worshiping, or attending school in Niagara or Erie County, as well as immediate family members of current members. Established in 1957, Cornerstone has been serving the community for over six decades, originally founded to serve General Motors employees. Today, anyone in Niagara or Erie County can join the credit union and benefit from their range of services. The institution prioritizes the security of members' personal and financial information, working diligently to protect against financial fraud.

Great Erie Federal Credit Union is a trusted financial institution located at 4000 North Buffalo Street in Orchard Park, New York. As a member-owned credit union, we are dedicated to providing personalized financial services and products to our members in the community. Our mission is to help our members achieve their financial goals and build a secure future. Whether you need a loan, a savings account, or financial advice, our team of experienced professionals is here to help. Join us today and experience the benefits of banking with Great Erie Federal Credit Union.

Western Division Federal Credit Union is a trusted financial institution located at 15 West 6th Street in Dunkirk, New York. As a member-owned cooperative, we are dedicated to providing exceptional banking services and financial solutions to our community. Whether you're looking for a savings account, a loan, or assistance with your finances, our team of professionals is here to help. Join us today and experience the benefits of banking with a credit union that puts your needs first.