TOP 30 Personalized brokerage services in Kingston, New York

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Mike Ferraro, a Financial Advisor at Ameriprise Financial Services, LLC, located at 307 Wall Street in Kingston, New York, is dedicated to helping clients achieve their financial goals. Ameriprise has been recognized as the overall winner in the wealth manager category in the Kiplinger Readers’ Choice Awards 2023. With over 125 years of history, Ameriprise Financial Advisors provide personalized advice to help clients plan for the unexpected and protect their assets through various insurance solutions. Mike Ferraro is registered to conduct securities business in select states and offers initial consultations to provide an overview of financial planning concepts. While Ameriprise Financial cannot guarantee future financial results, they strive to build strong, trustworthy relationships with clients to help set them up for financial success. Whether you are looking to secure your financial future or refer a friend or family member, Ameriprise Financial Services, LLC is committed to providing valuable financial advice and guidance. Contact us today to start planning for a brighter financial future.

RSS Insurance Agency is a trusted health insurance agency located at 380 Washington Avenue in Kingston, New York, United States. With a team of experienced professionals, we are dedicated to helping individuals and families find the right insurance coverage to meet their healthcare needs. Whether you are looking for individual coverage or a group plan for your business, we are here to provide personalized service and guidance every step of the way. Contact us today to learn more about our comprehensive insurance options and how we can help protect your health and well-being.

The Reis Group is a locally operated health and insurance agency located at 475 Washington Avenue in Kingston, New York. As an independently owned institution, we specialize in providing affordable and reliable insurance options throughout the Hudson Valley region and across New York. Our team is dedicated to finding personalized insurance coverage that fits your needs and budget, working with a variety of reputable insurance companies to offer comprehensive options for both personal and business needs. At The Reis Group, we treat our customers like family, always ready to assist with claims, answer questions, and ensure that you have the proper coverage. Whether you're looking for auto insurance, homeowner insurance, business insurance, or health insurance, our experts are here to help you navigate through products, costs, and compliance requirements. We also offer insurance bundling options to help you save money and simplify your coverage needs.

Merrill Lynch Financial Advisor Frederick P Woods is a finance institution located at 108 North Front Street, Kingston, New York, United States. Fred Woods, CRPC, Senior Financial Advisor, Senior Vice President, has been with Merrill Lynch Wealth Management since 1985. He specializes in retirement and estate planning, business retirement plans, and banking services through Bank of America, N.A. Fred earned his BS in Business Administration from Seton Hall University and lives in Rhinebeck, N.Y. The institution follows the Merrill tradition of community service and offers personalized financial plans through the Merrill Personal Wealth Analysis™. The team at Merrill Lynch focuses on building strong client relationships based on trust and personalized service, helping clients pursue their financial goals and adapt to life changes. With access to Merrill's investment insights and Bank of America's banking solutions, clients can navigate the financial landscape with confidence. Fred Woods is registered to do business in multiple states and holds the Chartered Retirement Planning Counselor™ certification. Investing involves risk, and clients are encouraged to consult with legal and tax advisors before making financial decisions. The institution offers a range of services, including brokerage, investment advisory, and financial planning. Let Merrill Lynch Financial Advisor Frederick P Woods help you pursue your financial goals and live your best financial life.

Merrill Lynch Wealth Management, located at 151 Stockade Drive in Kingston, New York, is a leading finance institution offering personalized wealth planning services to individuals, families, business owners, executives, and institutions. Our experienced advisors provide financial strategies tailored to each client's unique goals, drawing on years of combined knowledge and expertise in wealth management. In addition to wealth planning advice, our advisors can assist with retirement income planning, concentrated stock positions, traditional investments, and access to estate planning services through Bank of America. We prioritize client service and satisfaction, working closely with clients to understand their personal and professional goals, lifestyle preferences, and multi-generational needs.