Online wealth management in New York

Welcome to Jonathon L Myers - Private Wealth Advisor, Ameriprise Financial Services, LLC Located at 1550 Vestal Parkway East in Vestal, New York, Jonathon L Myers offers expert financial advisory services tailored to meet the diverse needs of individuals and businesses. As a seasoned Private Wealth Advisor with Ameriprise Financial Services, LLC, Jonathon holds multiple prestigious certifications that underscore his commitment to providing comprehensive financial solutions.

Welcome to Mike Keys - Private Wealth Advisor, Ameriprise Financial Services, LLC Located at 215 Washington Street, Watertown, New York, Mike Keys is your dedicated partner in navigating the complex world of financial planning and wealth management. As a seasoned Private Wealth Advisor with Ameriprise Financial Services, LLC, Mike brings a wealth of knowledge and a comprehensive suite of services to meet your financial needs.

Welcome to Anthony Mancuso - Private Wealth Advisor at Ameriprise Financial Services, LLC, located on 8770 Transit Road, East Amherst, New York. Our firm provides a comprehensive suite of financial services tailored to meet the diverse needs of our clients. As a dedicated private wealth advisor, Anthony Mancuso brings a wealth of knowledge and expertise, backed by a series of distinguished certifications and designations that ensure a high standard of service and ethical practice. Anthony holds the AAMS™ (Accredited Asset Management Specialist) certification, which ensures he is adept at applying investment concepts to real-world asset management scenarios. He also holds the ADPA™ (Accredited Domestic Partnership Advisor) designation, which equips him to address complex wealth transfer and retirement planning needs, particularly for domestic partners.

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 Rocco A. Carriero Wealth Partners, a trusted provider of financial services located at 640 Johnson Avenue, Bohemia, New York. As part of Ameriprise Financial Services, LLC, we are committed to helping you navigate your financial journey with confidence and clarity. Our team of experienced financial advisors is individually registered and well-equipped to serve clients across various U.S. states. To learn more about our advisors' qualifications, please visit their personal websites or consult FINRA’s BrokerCheck. At Rocco A. Carriero Wealth Partners, we understand that your financial goals are unique. That's why we invite you to meet with us to discuss what's most important to you. During our initial consultation, we will provide an overview of financial planning concepts tailored to your needs. Please note that this session does not include written analysis or specific recommendations.

Welcome to Merrill Lynch Wealth Management, your trusted financial partner located at 450 Old Country Road, Riverhead, New York. As a leading name in finance, we specialize in helping individuals, families, business owners, executives, and institutions navigate both rising and turbulent markets. Our team of expert financial advisors brings years of combined wealth management experience, offering insights and strategies tailored to your unique financial goals. At Merrill Lynch Wealth Management, we understand that wealth planning goes beyond mere advice. Our advisors are equipped to assist with retirement income planning, guidance on concentrated stock positions, and traditional investments, while also providing access to Bank of America’s estate planning services. We work collaboratively with your external professionals, such as accountants and tax attorneys, to ensure a comprehensive approach to your financial well-being.

Welcome to Philip Andriola - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 50 Station Road, Water Mill, New York 11976. As a trusted partner in finance, we are dedicated to helping you achieve your financial goals with personalized strategies tailored to your unique needs. Our team is equipped with an array of prestigious certifications that demonstrate our commitment to excellence and ethical practices in financial advising. Our expertise spans a broad spectrum, including asset management, estate planning, retirement strategies, and investment opportunities tailored for retirees and small business owners. We are proud to hold advanced certifications such as the Accredited Asset Management Specialist™ (AAMS™), Accredited Domestic Partnership Advisor™ (ADPA™), and Accredited Investment Fiduciary® (AIF®), among others.

Welcome to Rocco A. Carriero Wealth Partners, a trusted provider of Ameriprise Financial Services, LLC, located at 250 Montauk Highway, East Moriches, New York 11940. As a dedicated financial advisory firm, we are committed to helping you achieve your financial goals through personalized and strategic planning. At Rocco A. Carriero Wealth Partners, we understand that every individual has unique financial needs and aspirations. Our team of experienced Ameriprise financial advisors is here to guide you through the complexities of financial planning. During our initial consultation, we will introduce you to key financial planning concepts, helping you gain a clearer understanding of your financial landscape. Please note that this session does not include written analysis or recommendations.

Finances Made Simple LLC is a reputable accounting and finance institution located at 70 Plattekill Ardonia Road in Wallkill, New York. Our team of experts is dedicated to providing personalized financial solutions to individuals and businesses alike. Whether you need help with tax preparation, financial planning, or bookkeeping services, we are here to simplify your finances and help you achieve your financial goals. Trust Finances Made Simple LLC to provide you with the expertise and guidance you need to navigate the complex world of accounting and finance.

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.

Welcome to SP, NP in Psychiatry PLLC, your trusted partner in mental wellness located in the heart of Brooklyn at 159 20th Street, New York, 11232. With over 13 years of experience in the mental health field, our practice is dedicated to providing expert and compassionate care tailored to your unique needs. At SP, NP in Psychiatry, we understand the importance of personalized mental health support. Our approach is enriched by the diverse stories of individuals we've had the privilege to learn from, ensuring that your journey towards emotional well-being is met with understanding and empathy.

Welcome to Citibank, your trusted partner in banking and finance, conveniently located at 1781 1st Avenue, Manhattan, New York. As a leading financial institution, we are committed to providing exceptional service tailored to meet your unique financial needs. Our comprehensive range of services includes personal and business banking, wealth management, loans, and investment solutions. At Citibank, we prioritize customer satisfaction and strive to offer innovative and secure banking solutions to help you achieve your financial goals. Visit us today and experience the difference of banking with a global leader dedicated to your financial success.

Welcome to Citibank, your trusted financial partner conveniently located at 725 White Plains Road, Scarsdale, New York 10583. As a leading global bank, we are committed to providing exceptional financial services to meet the diverse needs of our community. Whether you're looking to open a savings account, apply for a mortgage, or explore investment opportunities, our team of experienced professionals is here to offer personalized solutions tailored to your financial goals. At Citibank, we prioritize customer satisfaction, security, and innovation, ensuring you have access to the latest banking technologies and services. Visit us today and experience the Citibank difference, where your financial success is our priority.

The New Rochelle Agencies is a reputable insurance agency located at 148 Larchmont Avenue in Larchmont, New York. With a strong commitment to providing top-notch insurance services to individuals and businesses, The New Rochelle Agencies offers a wide range of insurance products tailored to meet the unique needs of their clients. Their team of experienced agents are dedicated to helping customers find the right coverage at the best rates. Whether you are looking for auto, home, life, or business insurance, The New Rochelle Agencies is your trusted partner for all your insurance needs. Visit their office today and experience the exceptional service they are known for.

Billy Ahmetaj - Solution One Capital Corp is a finance institution located at 707 Westchester Avenue, White Plains, New York, United States. Our team of Mortgage Advisors is dedicated to providing personalized solutions to fit your financial needs. By completing our secure application, we can offer you custom quotes with various options to choose from. We work with a network of lenders to find the best rates and loan programs for you, ensuring a fast and efficient funding process. Whether you're looking to buy a new home or refinance an existing property, our team is here to help you every step of the way. We offer a wide range of loan programs, including 30yr mortgages, VA loans, commercial loans, and more. Our goal is to close your loan in 14 days or less, using a combination of new technology and old-fashioned customer service.

Dr. Linda Dixon, Ph.D, LCPC, NCC, LPC is a reputable health institution located at 1072 New York 82, Hopewell Junction, New York, United States. Specializing in mental health counseling and therapy, Dr. Dixon offers a range of services to support individuals in their journey towards emotional well-being and personal growth. With a wealth of experience and expertise, Dr. Dixon provides compassionate and effective care to help clients navigate life's challenges and achieve their therapeutic goals.

Property Sisters of Chautauqua is a dedicated real estate agency located at 560 West 3rd Street in Jamestown, New York. Serving a wide range of areas including Lakewood, Jamestown, Bemus Point, Chautauqua, Mayville, Westfield, Ashville, Frewsburg, Falconer, Gerry, Dewittville, and more, as well as the Buffalo area and Cattaraugus County. The agency is owned by Carolyn, a business entrepreneurship graduate, and Susan, a seasoned real estate professional with a background in sales and marketing. Whether you're looking to buy, sell, rent, or manage a property, the Property Sisters of Chautauqua are here to help. With a strong focus on customer service and a wealth of experience, they ensure a smooth and successful real estate experience for all their clients. Trust the Property Sisters of Chautauqua for all your real estate needs.

Upside Tax and Financial, led by Andrew Donoghue CPA CFP, is a full-service Tax, Accounting, and Consulting firm located in the Financial District of New York City. With a remote setup to serve clients nationwide, they offer controller, CFO, and family office services that you can trust. Specializing in complex organizations and high-net-worth families, Andrew and his team provide a seamless process that ensures the most valuable professional experience with a personal touch. Clients praise Upside Tax for their comprehensive approach, transparency, knowledge, and tech-savvy solutions. Whether you need help with business setup, bookkeeping, tax returns, or investment advice, Upside Tax is the perfect mix of experience and personal touch to meet your financial needs. Contact them today to start the conversation about your tax situation and see how they can help you achieve your financial goals.

KWP TAX LLC is a reputable accounting and finance institution located at 100 Colfax Avenue in New York, United States. Our team of experienced professionals is dedicated to providing top-notch tax services and financial solutions to individuals and businesses. With a focus on accuracy and efficiency, we strive to help our clients navigate the complexities of tax laws and maximize their financial potential. Trust KWP TAX LLC to handle all your accounting and finance needs with expertise and professionalism.

theCoderSchool Buffalo, located at 6035 Transit Road in East Amherst, New York, is a unique institution founded by Sanchayita and Umesh, who are passionate about providing essential tech skills to students in the community. With a background in economics, business management, retail, and technology, the founders bring a wealth of experience to theCoderSchool. Coding is a valuable skill that teaches problem-solving and drives innovation, and theCoderSchool aims to empower students to think logically and creatively. Whether you're interested in a career in tech or simply want to understand the digital world better, theCoderSchool offers a supportive and engaging environment for students of all ages. Contact Sanchayita and Umesh at s.shah@thecoderschool.com and umesh@thecoderschool.com to learn more about their programs and how they can help you or your child succeed in the tech industry.

Singh Notaries & Real Estate is a one-stop shop for all your financial needs in New York, United States. Our services include notary services, real estate transactions, life insurance policies, and web development & SEO services. Located at 19818 119th Avenue, our experienced team is dedicated to providing top-notch services to help you secure your financial future. Whether you need assistance with legal documents, buying or selling a property, protecting your loved ones with life insurance, or boosting your online presence, Singh Notaries & Real Estate is here to help. Visit us today and let us help you achieve your financial goals.

Vtax is a reputable accounting and finance institution located at 2653 Jerome Avenue in New York, United States. With a team of experienced professionals, Vtax provides a wide range of financial services to individuals and businesses, including tax preparation, bookkeeping, and financial planning. Whether you need assistance with filing your taxes or managing your company's finances, Vtax is dedicated to providing top-notch service and helping you achieve your financial goals. Visit us today to see how we can help you with all your accounting and finance needs.

Core Tax Service is a leading accounting and finance institution located at 97-03 Sutphin Boulevard in New York, United States. Our team of experienced professionals provides a wide range of tax services to individuals and businesses, ensuring compliance with all regulations and maximizing financial efficiency. With a commitment to excellence and personalized service, Core Tax Service is dedicated to helping our clients achieve their financial goals. Contact us today to learn more about how we can assist you with your tax and financial needs.

Seneca Savings is a trusted bank and financial institution located at 7799 Oswego Road in New York, United States. With a commitment to providing exceptional service and personalized financial solutions, Seneca Savings is dedicated to helping individuals and businesses achieve their financial goals. Whether you're looking for a savings account, mortgage, or investment opportunities, Seneca Savings has a team of experienced professionals ready to assist you every step of the way. Visit Seneca Savings today and discover the difference of banking with a local institution that truly cares about its customers.

Seneca Savings is a trusted bank and financial institution located at 584 New York 31 in Bridgeport, New York, United States. With a commitment to providing personalized financial solutions to meet the needs of individuals and businesses, Seneca Savings offers a range of banking services including savings accounts, checking accounts, loans, and investment options. Customers can rely on Seneca Savings for expert financial advice and top-notch customer service. Visit Seneca Savings today to experience the difference of banking with a community-focused institution.

Logic Advance Group is a reputable finance institution located at 162-16 Union Turnpike in New York, United States. With a focus on providing advanced financial solutions, our team of experts is dedicated to helping clients achieve their financial goals. Whether you are looking for investment opportunities, financial planning services, or assistance with managing your assets, Logic Advance Group is here to help. Our commitment to excellence and customer satisfaction sets us apart as a trusted partner in the world of finance. Visit us today to see how we can help you secure a brighter financial future.

Mindful Medicine Rochester: Your Path to Holistic Health and Wellness Located at 421 Penbrooke Dr, Penfield, NY 14526, Mindful Medicine Rochester is an innovative medical acupuncture and mind-body medicine practice dedicated to addressing all aspects of your physical, emotional, and mental health. We serve Rochester, NY, and the surrounding areas with a comprehensive approach that blends the best of Western and Eastern medical traditions.

Welcome to BY Wound Care Internal Medicine, led by the esteemed Dr. Byoung Yang, MD. Conveniently located at 34 South Broadway, Suite 114, White Plains, NY 10601, our practice specializes in Internal Medicine, Weight Loss, and Wound Care. We are dedicated to offering cutting-edge medical treatments with a personal touch, ensuring every patient receives the education and support necessary to make informed decisions about their health. Dr. Yang brings a wealth of expertise and compassion to his practice, having graduated in the top 10% of his class at Chonbuk National University School of Medicine in South Korea. He completed his medical training and residency in the United States, including a fellowship in wound care and hyperbaric medicine at the prestigious Hospital of the University of Pennsylvania. Dr. Yang is board-certified by both the Undersea and Hyperbaric Medical Society and the American Board of Internal Medicine, and he is affiliated with White Plains Hospital.

Welcome to the practice of Dr. Shye Wortman, MD, your trusted partner in health and wellness. Located conveniently at 2315 Victory Boulevard, Staten Island, New York, Dr. Wortman has been providing exemplary care in Internal Medicine since 1997. Co-founding his practice in 2000, he brings a wealth of experience and a personal touch to patient care. Dr. Wortman is a graduate of the SUNY Health Science Center College of Medicine and completed his residency at Staten Island University Hospital. As a board-certified internist, he specializes in managing chronic conditions, with a particular interest in diabetes care. Dr. Wortman is committed to delivering personalized care in both English and Hebrew, ensuring clear communication with his diverse patient base.

Welcome to Royal Business Bank, your trusted financial partner located in the heart of Brooklyn at 2057 86th Street, New York. We are dedicated to serving the diverse financial needs of our community with a commitment to excellence and personalized service. At Royal Business Bank, we offer a comprehensive range of banking and financial services designed to help individuals, families, and businesses achieve their financial goals. Whether you are looking for personal banking solutions, business financing, or investment advice, our team of experienced professionals is here to assist you every step of the way. Visit us today and discover why Royal Business Bank is the preferred choice for banking and finance in Brooklyn.