TOP 10 Money management for families in New York, New York

Arcadia Wealth Management is a finance institution located at 10 Edgewood Avenue, Smithtown, New York, United States. We are a multi-generational, fee-only financial planner dedicated to helping our clients achieve peace of mind and confidence at every stage of life. Our goal is to help clients create and preserve wealth for future generations, generate retirement income, and simplify their lives while creating a legacy for their loved ones. Our team, including father-daughter duo Walter Wisniewski and Allison Vanaski, is committed to bringing families together to empower them to plan for life’s transitions, protect their loved ones, and pursue the life they desire. As a Fee-Only Fiduciary, we provide Comprehensive Financial Life Planning and sophisticated Investment Management to our clients and their future generations.

Money Management International is a leading finance institution located at 903 Sheridan Avenue in New York, United States. As a trusted financial resource, we specialize in providing expert advice and guidance on managing and improving your financial situation. Our team of experienced professionals is dedicated to helping individuals and families achieve their financial goals through budgeting, debt management, and financial education. Whether you are looking to create a personalized financial plan, reduce debt, or improve your credit score, Money Management International is here to support you every step of the way. Visit us today to take control of your finances and build a secure financial future.

Capital Financial Advisors of New York is a premier financial institution located at 10 Maxwell Drive in New York, United States. Specializing in finance, our team of expert advisors provides personalized financial planning and investment services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, we offer a comprehensive range of services tailored to each individual's unique needs. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Capital Financial Advisors of New York is here to help you navigate the complexities of the financial world.

Smart Capital Management LLC is a finance institution located at 26 Freleigh Place, Coxsackie, New York, United States. Our President and CEO, Stephen A. Simmons, along with his partner Mary Anne Simmons, CPA, MBA, have over 24 years of experience working with successful educators and their families. We specialize in helping individuals and couples transition to a better future through our unique SMART Transition Experience. Our goal is to help clients focus on what matters most to them personally, professionally, and financially. We offer advisory services through Lincoln Investment and Capital Analysts, and securities through Lincoln Investment, Member FINRA/SIPC. To learn more about our services or schedule a complimentary meeting, contact us via email or phone. SMART = Save Money And Reduce Taxes, and we strive to help our clients achieve their financial goals while minimizing taxes. Please note that tax, legal, or Social Security claiming advice is not offered through Lincoln Investment or Capital Analysts. Our site is intended for information purposes and is not a solicitation for securities products or investment advisory services outside the United States. We are registered with the U.S. Securities Exchange Commission and operate as an independent, non-affiliated firm. Contact us to learn more about how we can help you plan for a better financial future.

KT Wealth Management is a finance institution located at 56 Main Street in Warwick, New York, United States. Specializing in working with business owners, our team is dedicated to helping clients reduce taxes, build, and protect wealth. We understand that life can be unpredictable, which is why we believe in the power of financial planning to help clients achieve their goals over time. Our experienced advisors take the time to fully understand each client's financial aspirations in order to recommend the most suitable investment strategy for them and their families. Tax planning and asset protection are essential components of a solid financial plan, and we ensure that all aspects are carefully considered.

Murphy Wealth Management Group, located at 60 Merritt Boulevard in Fishkill, New York, takes a unique approach to wealth management. While many may think of wealth management solely in terms of money, we believe it begins with a deep understanding and care for our clients on a personal level. Our team takes the time to truly listen and ask the right questions to learn about all aspects of your life, including family, personal goals, retirement plans, legacy needs, and risk tolerance. By understanding you on a meaningful level, we can create a customized plan to help you achieve both your short- and long-term financial goals. One of the key aspects of managing wealth is understanding your tolerance for risk. We offer a risk profile analysis tool that is accurate and reliable in measuring your risk tolerance. Securities are offered through LPL Financial, Member FINRA/SIPC, while investment advice is provided by Murphy Wealth Management Group, Inc., a Registered Investment Advisor separate from LPL Financial.

Lexington Ave Capital Management LLC, located at 10 Rugby Road in New City, New York, is a finance institution focused on creating, growing, and preserving wealth for individuals and families. With decades of institutional money management experience, our team is dedicated to helping clients achieve their long-term financial goals. We understand that the one-size-fits-all approach of Wall Street may not be suitable for everyone. That's why we offer personalized financial planning solutions tailored to each client's unique situation. As fiduciaries, we are committed to acting in the best interest of our clients and building trust through transparent communication and clear procedures.

New York Choice Insurance Agency is a reputable insurance agency located at 30-02 Steinway Street in New York, United States. Our mission is to assist individuals, businesses, and families in saving money, reducing risk, and protecting their financial future. As a trusted agency, we work with top insurance carriers to provide our clients with the best coverage options available. Whether you are looking for auto, home, business, or life insurance, our team is dedicated to finding the right solutions for your needs. Contact us today to see how we can help you secure your future.

Plan Today For Tomorrow is a financial planning institution located at 2074 Crompond Road in Yorktown Heights, New York. Our team of experienced professionals is dedicated to helping individuals and families secure their financial future by providing personalized and comprehensive financial planning services. Whether you are looking to invest for retirement, save for your children's education, or protect your assets, we are here to help you achieve your financial goals. Contact us today to schedule a consultation and start planning for a better tomorrow.

Morgia Wealth Management, located at 151 Mullin Street in Watertown, New York, is a finance institution that goes beyond simply building portfolios that grow in value. What sets Morgia apart is their holistic approach to financial management, starting with understanding their clients' life goals and unique situations. From saving for college to making large financial decisions and managing debt, Morgia takes the time to truly understand their clients' needs. At Morgia Wealth Management, the most valuable asset they manage is the trust of their clients. With a long-term approach that appeals to clients at any stage of life, Morgia is committed to providing unwavering service in one of the most important areas of their clients' lives. Their mission is to deliver quality investment advice and always act in the best interest of their clients.

Status Money is a leading finance institution located at 79 Madison Avenue in New York City, United States. With a focus on helping individuals manage their finances effectively, Status Money offers a range of services and tools to track and improve your financial health. Whether you're looking to budget, save, invest, or plan for the future, Status Money is here to provide expert guidance and support. Visit us today to take control of your financial status and achieve your money goals.

Northeast Risk Management Group Inc is a finance institution located at 640 Fulton Street, Farmingdale, New York, United States. We are a purpose-driven company dedicated to advancing your financial health so you can confidently pursue your goals. Our mission is to drive positive financial outcomes in your life, not just investment returns. We believe in enabling you to focus your energy on something greater than money. Our founder, David Fehrity, draws inspiration from his experience playing Division I golf in college, where he learned the values of time, dedication, and hard work. With two decades of experience, we continue the tradition of serving our community with honesty, integrity, and compassion through comprehensive financial planning. It is our pleasure to assist you and your family on your financial journey.

Money Federal Credit Union, located at 100 Madison Street in Syracuse, New York, offers a refreshing alternative to traditional banks. Say goodbye to high fees and service charges with our user-friendly checking accounts. Choose from a variety of interest-earning savings accounts to fit your lifestyle and start smart savings. Our competitive loan rates make financing your dreams easy, whether it's for debt consolidation, home improvement, or anything else. Kids accounts help teach good banking habits from a young age, while our business accounts support your company's growth without the usual fees. As a not-for-profit credit union, we pass on the benefits to our members with higher savings rates and lower loan rates. Join our credit union family today for great rates and personalized service. With a focus on building relationships, not profits, Money FCU is proud to offer a different banking experience where you truly belong.

My Extended Family is dedicated to making a significant and lasting impact on children from single-parent homes. Through our comprehensive community-building services and advocacy work, we aim to provide the support these children need to thrive. Our Services:

Welcome to Brooklyn Family Doctors, your trusted partner in health and wellness, conveniently located at 200 Livingston Street, Brooklyn, New York 11201. Our team of top-rated family physicians is dedicated to providing comprehensive and compassionate care to families across Downtown Brooklyn, Flatbush, Gravesend, Midtown Manhattan, and Harlem. At Brooklyn Family Doctors, we understand the importance of having a reliable primary care physician who knows you and your family's medical history. Our family practice doctors prioritize your health through all stages of life, from childhood illnesses to adult health concerns. We are your first line of defense against illnesses and injuries, offering a wide range of services tailored to meet the unique needs of each family member, regardless of age, gender, or lifestyle.

Welcome to the Institute For Community Living, a dedicated health service provider located at 839 Saint Marks Avenue, Brooklyn, New York 11213. Our mission is to support and enhance the well-being of our community members through comprehensive health services and community-oriented programs. As part of our commitment to making New York City more affordable and accessible, we are proud participants in the citywide “Money in Your Pocket” initiative launched by Mayor Eric Adams. This program is designed to deliver benefits directly to New Yorkers, ensuring that everyone has access to the resources they need.

Welcome to Long Island Center for Divorce Mediation Located at 214 Vanderbilt Loop, Yaphank, New York, Long Island Center for Divorce Mediation is your trusted partner in navigating the complexities of divorce with compassion and expertise. Serving both Suffolk County and Nassau County, our center offers a path to amicable resolutions that save time, reduce stress, and minimize costs compared to traditional litigation.

Welcome to Lisa McKenney - RBC Wealth Management Financial Advisor, located at 5786 Widewaters Parkway, Syracuse, New York 13214. At our firm, we believe that the best financial strategies are those that are tailored to your unique goals and aspirations. Whether you're planning for retirement, saving for the future, or managing life's unexpected events, we are here to guide you every step of the way. Our personalized wealth management services provide you with a comprehensive view of your financial picture, accessible at your convenience. With RBC Wealth Management Online, you can monitor your progress, stay informed about market trends, and manage your finances securely from any device, 24/7.

Welcome to Movers Not Shakers: Brooklyn Moving Company - Your Reliable New York Mover! Located at 177 Dwight Street, Brooklyn, New York 11231, Movers Not Shakers has been revolutionizing the way NYC moves for over 20 years. We are proud to offer affordable and eco-friendly moving solutions that make your transition in, out, or around New York City as stress-free as possible. Our signature green, reusable bins not only protect your belongings but also help reduce your carbon footprint—your items and the environment will thank you!

Welcome to Movers Not Shakers NYC, your trusted Brooklyn mover and New York moving company, located at 814 Williams Avenue, Brooklyn, New York 11207. For over 20 years, we've been transforming the way New York City moves, offering eco-friendly and affordable moving solutions with our signature green, reusable bins. Whether you're moving in, out, or around NYC, we're here to make your experience as stress-free as possible, while also reducing your carbon footprint. At Movers Not Shakers, we prioritize sustainability by using reusable bins and paperless transactions, saving up to 80 pounds of cardboard per move and preserving over 1,000 trees annually. Our experienced team is dedicated to providing efficient and flexible moving services tailored to your needs. From residential to commercial moves, both locally and long-distance, we cover Brooklyn, Queens, The Bronx, Staten Island, and beyond.

Welcome to the New York City City Office, your local health and government hub located at 175 Nagle Avenue, Manhattan, New York. As a cornerstone of community support, we are dedicated to enhancing the quality of life for all New Yorkers by providing essential services and initiatives aimed at making our city more affordable and accessible. Under the leadership of Mayor Eric Adams, we have launched the “Money in Your Pocket” initiative, targeting over 20 neighborhoods to directly deliver benefits and financial assistance to residents. This initiative is part of our broader effort to ensure that every New Yorker can thrive in our vibrant city.

Merrill Lynch Wealth Management - Southampton, NY Welcome to Merrill Lynch Wealth Management, located at 57 Hampton Road, Southampton, New York. As a leading name in the finance sector, our branch is dedicated to providing comprehensive wealth management solutions tailored to your unique needs.

Welcome to Ria Money Transfer - Pleasantville Express, your trusted partner in global money transfers. Conveniently located at 391 Manville Road, Pleasantville, New York 10570, we specialize in providing fast, secure, and affordable financial solutions for sending money to loved ones across the globe. With access to over 500,000 pickup locations in more than 190 countries and territories, Ria Money Transfer ensures your funds reach their destination quickly and safely. Our commitment to transparency means no hidden fees, allowing your money to go further. Stay informed with the latest exchange rates, available anytime, so you can send money with confidence.

Welcome to Ria Money Transfer - Latinos Travel, your trusted partner in secure and efficient money transfers, located at 22 South Main Street, Spring Valley, New York 10977. As a leader in the bank and finance industry, we make it easy to send money to your loved ones across the globe. With access to over 500,000 pickup locations in more than 190 countries and territories, we ensure your money reaches its destination quickly and safely. Our commitment to transparency means no hidden fees, allowing your money to go further. Stay updated with the latest exchange rates anytime, so you can make informed decisions when sending money to over 190 countries. Whether you’re sending money from our conveniently located store or using our user-friendly mobile app, you can trust Ria Money Transfer to handle your transactions with care.

Welcome to Ria Money Transfer, your trusted partner in seamless global money transfers. Conveniently located at 3890 Broadway, Manhattan, New York, our business specializes in providing reliable and efficient financial services to connect you with your loved ones around the world. At Ria Money Transfer, we pride ourselves on offering a secure and swift way to send money to over 500,000 pickup locations across 190 countries and territories. Whether you're supporting family or conducting international transactions, our service ensures your money reaches its destination safely, with over a billion successful transfers to date.

Welcome to Candis Best, Financial Professional - New York Life Located at the iconic One World Trade Center, 285 Fulton Street, 39th Floor, Manhattan, New York, Candis Best offers tailored financial and insurance solutions to help you secure your future. As a trusted financial advisor with Eagle Strategies, a wholly-owned subsidiary of New York Life Insurance Company, Candis specializes in crafting personalized advisory services that cater to your unique needs and aspirations.

Welcome to Domain Money, your trusted partner in financial planning located at 594 Broadway, Manhattan, New York. At Domain Money, we understand the importance of having a clear and actionable financial plan to achieve your life goals. Whether you're just starting out, planning for retirement, or considering purchasing a home, our One Page Plan offers a streamlined tactical guide tailored to your unique needs. Our team of acclaimed Certified Financial Planner™ professionals is dedicated to providing personalized financial advice that empowers you to make informed decisions. During a 90-minute personal planning session, we'll delve into your financial situation and develop a One Page Plan that addresses your current challenges and outlines a path towards your financial aspirations.

Welcome to Securing Life l Financial Education, Money Tools & Advice, your trusted partner in navigating the complex world of finance. Located conveniently at 77 Water Street in the heart of Manhattan, New York, we are dedicated to empowering individuals and families with the knowledge and tools they need to achieve financial security and success. At Securing Life, we understand that financial literacy is the cornerstone of a stable and prosperous future. That's why we offer a comprehensive suite of services designed to educate and guide you through every stage of your financial journey. Whether you're just starting out or looking to refine your financial strategies, our expert team is here to provide personalized advice tailored to your unique needs and goals.

Welcome to Schonfeld Wealth Management Located at 1008 East 5th Street, Brooklyn, New York, Schonfeld Wealth Management is your trusted partner in navigating the complexities of wealth management. Our firm is dedicated to providing customized and objective investment management solutions that prioritize your financial aspirations.

Welcome to Ria Money Transfer, your trusted partner in convenient and secure global money transfers. Located at 709 Brighton Beach Avenue in Brooklyn, New York, we are at the heart of a vibrant community, dedicated to serving your banking and financial needs. At Ria Money Transfer, we make sending money to your loved ones across the world quick and easy. With access to over 500,000 pickup locations in 190 countries and territories, your money can reach its destination in seconds. We've successfully facilitated over a billion safe transfers, ensuring your peace of mind with every transaction.