The 30 Best Personalized brokerage services in New City, New York

Shundorbon Agency Insurance-Brokerage is a reputable insurance agency located at 164-13 Hillside Avenue in New York, United States. With years of experience in the industry, they specialize in providing personalized insurance solutions to meet the unique needs of their clients. Whether you are looking for home, auto, life, or business insurance, their team of knowledgeable brokers is dedicated to helping you find the right coverage at the best possible rates. Trust Shundorbon Agency Insurance-Brokerage to protect what matters most to you.

J&Z Insurance Brokerage is a trusted insurance agency located at 73 Cuttermill Road, Great Neck, New York. Specializing in a variety of insurance services including auto, home, commercial, and workers' insurance, J&Z Insurance Brokerage offers personalized coverage options to meet the unique needs of each client. With a commitment to providing excellent customer service and competitive rates, clients can trust J&Z Insurance Brokerage to find the right insurance solutions for their specific needs. Contact us today for a consultation and let us help you protect what matters most.

Apple Insurance Brokerage, Inc. is a reputable insurance agency located at 8 Merrick Avenue in Merrick, New York, United States. With a team of experienced brokers, we offer a wide range of insurance products to meet the unique needs of our clients. Whether you are looking for auto, home, life, or business insurance, we have you covered. Our dedicated staff is committed to providing personalized service and finding the best coverage options at competitive rates. Trust Apple Insurance Brokerage, Inc. to protect what matters most to you.

Hallmark Abstract Service LLC is an insurance agency located at 101 Sunnyside Boulevard in Plainview, New York, United States. We specialize in providing top-notch insurance services to our clients, ensuring that they have the coverage they need to protect themselves and their assets. Our team of experienced professionals is dedicated to providing personalized service and finding the best insurance solutions for each individual's unique needs. Trust Hallmark Abstract Service LLC to be your partner in securing the insurance coverage you need for peace of mind.

All Suffolk Brokerage is a reputable insurance agency located at 136 New York 109 in West Babylon, New York. With a team of experienced brokers, they provide a wide range of insurance services to meet the needs of individuals and businesses in the Suffolk County area. From auto and home insurance to commercial and life insurance, All Suffolk Brokerage is dedicated to helping clients find the best coverage options at competitive rates. Their friendly and knowledgeable staff are committed to providing personalized service and guidance to ensure that each client receives the insurance solutions that are right for them.

Apex Insurance Brokerage is a leading insurance agency located at 3930 Richmond Avenue in New York, United States. We provide a wide range of insurance products and services to meet the needs of our clients. Our team of experienced brokers are dedicated to finding the best coverage options at competitive rates. Whether you are looking for auto, home, life, or business insurance, we have you covered. Contact us today to discuss your insurance needs and let us help you find the right policy for you.

Nationwide Insurance: Richmond Hill Brokerage Inc. is an insurance agency located at 9308 Linden Boulevard in New York, United States. They offer a variety of insurance products including auto, commercial, farm, financial, home, powersports, and human services insurance. The agency specializes in providing comprehensive coverage options for individuals and businesses, ensuring that their clients have the protection they need in case of any unforeseen events. The agency's focus is on explaining insurance coverage in a clear and understandable way, making sure that clients fully understand the benefits and options available to them. They work closely with Nationwide to provide a wide range of coverage choices, tailored to the specific needs of each client.

Jessica Jimenez, a Financial Advisor at Ameriprise Financial Services, LLC, located at 6711 Towpath Road, East Syracuse, New York, United States, specializes in helping clients get closer to their retirement goals. By answering specific questions tailored to your life stage, Jessica can provide personalized financial advice to help you achieve your financial objectives. With a background in finance and qualifications available on FINRA's BrokerCheck website, Jessica offers a Client Relationship Summary Disclosure to ensure transparency and trust with her clients. She can help you understand the current market trends and whether the bull market rally will extend further into 2024.

John Scott Davies is a financial advisor at Ameriprise Financial Services, LLC located at 5700 Commons Park, East Syracuse, New York, United States. Specializing in finance, John Scott Davies offers personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Clients can expect regular meetings to review progress, update strategies, and track goals. Accessing investments and accounts is easy and secure from any device. Those interested can schedule a complimentary initial consultation to learn more about how John Scott Davies can help achieve financial goals. With proper registration, securities business can be conducted in select states. Ameriprise Financial Services, LLC offers a variety of resources and disclosures to ensure privacy and security for clients. Referrals are welcome, and John Scott Davies looks forward to helping friends and family members achieve their financial goals.

Raymond James Financial Services is a finance institution located at 94 East Seneca Street in Sherrill, New York, United States. They offer a wide range of financial services including investment management, retirement planning, wealth management, and more. With a team of experienced financial advisors, Raymond James Financial Services is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investment portfolio, Raymond James Financial Services can provide personalized solutions tailored to your individual needs.

Peter F Haag is a Financial Advisor at Ameriprise Financial Services, LLC located at 17 Limestone Drive, Williamsville, New York, United States. As an Ameriprise Platinum Financial Services® Advisor, Peter F Haag is committed to helping clients achieve their financial goals and preserve their assets. Ameriprise Financial was recognized as one of Investor’s Business Daily’s Most Trusted Wealth Managers in 2022. With a focus on providing personalized solutions, Peter F Haag offers services such as financial planning, investment advisory products, and insurance solutions to suit individual needs. Clients can schedule a complimentary initial consultation to discuss their financial goals and receive an overview of financial planning concepts.

Raymond James Financial Services is a reputable finance institution located at 271 East Avenue in Lockport, New York, United States. With a strong focus on providing personalized financial solutions to individuals and businesses, Raymond James offers a wide range of services including investment planning, retirement planning, wealth management, and more. Their team of experienced financial advisors are dedicated to helping clients achieve their financial goals and secure their financial future. Visit Raymond James Financial Services today to take control of your financial well-being.

John Frederick McLaughlin is a financial advisor at Ameriprise Financial Services, LLC located at 158 North Union Street in Olean, New York, United States. With a focus on providing personalized financial planning and investment advice, John Frederick McLaughlin is dedicated to helping clients achieve their financial goals. As a member of FINRA and SIPC, clients can trust in the expertise and professionalism of Ameriprise Financial Services, LLC. By visiting the FINRA's BrokerCheck website, clients can access background and qualification information about John Frederick McLaughlin. Whether discussing stock market trends or creating a comprehensive financial plan, clients can expect a high level of service and expertise from John Frederick McLaughlin at Ameriprise Financial Services, LLC.

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.

Bhashyam Wealth Management Associates - Ameriprise Financial Services, LLC is a trusted finance institution located at 399 Knollwood Road, White Plains, New York, United States. They have been recognized as one of Investor’s Business Daily’s Most Trusted Wealth Managers. The team at Ameriprise Financial focuses on understanding your goals, whether it be retirement planning, education savings, or making a major purchase. They provide personalized investment recommendations based on your risk tolerance and regularly review and update your financial plan as needed. With access to your investments and accounts from any device, you can track your progress towards your goals securely. The Retirement InteractiveSM tool helps you explore potential challenges to your retirement income. Backed by the Ameriprise Investment Research Group, their advisors stay informed on market conditions to provide you with guidance. Ameriprise financial advisors are registered to do business in certain U.S. states, so be sure to check their personal website or FINRA’s BrokerCheck website for details. Schedule a complimentary initial consultation to discuss your financial goals and start planning for a secure financial future.

Hudson Valley Financial Group - Ameriprise Financial Services, LLC, located at 399 Knollwood Road in White Plains, New York, is a finance institution that focuses on helping clients achieve their financial goals. They offer personalized investment recommendations based on individual goals and risk tolerance, and provide regular reviews to track progress and make adjustments as needed. Clients can access their investments and accounts from any device, securely track their progress, and schedule complimentary initial consultations to get started. The institution also offers insights on market trends and risk tolerance, emphasizing the importance of understanding and managing risk in investment strategies. Ameriprise financial advisors are registered to do business in specific U.S. states, and clients can find additional information on the advisor's personal website or through FINRA's BrokerCheck website. The institution values client referrals and is committed to helping friends and family members achieve their financial goals. Users of the website are bound by the terms of the Ameriprise Financial Website Rules and Regulations, and the institution prioritizes privacy and security for all clients. Ameriprise Financial Services, LLC is a member of FINRA and SIPC.

Gabriel Plaut, a financial advisor at Ameriprise Financial Services, LLC, located at 1001 Franklin Avenue in Garden City, New York, offers expert guidance on financial planning and investment strategies. With a focus on helping clients achieve their financial goals, Gabriel Plaut provides personalized advice tailored to individual needs. Background and qualification information for Gabriel Plaut can be found on FINRA's BrokerCheck website. Clients can expect a comprehensive overview of financial planning concepts during the initial consultation, although no written analysis or recommendations will be provided at this stage.

Robert Armieri, a financial advisor at Ameriprise Financial Services, LLC, located at 1001 Franklin Avenue in Garden City, New York, offers expert financial planning services to help clients achieve their financial goals. With a focus on providing personalized advice and guidance, Robert Armieri is dedicated to helping clients navigate the complexities of the financial world. Clients can schedule a complimentary initial consultation to discuss their financial needs and goals. Through this consultation, clients can gain insight into financial planning concepts and explore potential strategies for building a more secure financial future.

Richard Mazur - Financial Advisor, Ameriprise Financial Services, LLC, located at 145 Pinelawn Road in Melville, New York, offers personalized financial advice to help clients prepare for their future goals. With a focus on saving for college, retirement planning, and smart investments, Richard Mazur aims to help clients feel more confident and in control of their financial lives. By utilizing tools like the Retirement InteractiveSM tool, clients can explore important issues that may affect their retirement income. Ameriprise Financial Services, LLC also offers complimentary initial consultations for those looking to take the next step towards a more secure financial future. With a focus on investment products and advisory services, clients can rest assured that their financial needs are in good hands. Securities offered by Ameriprise Financial Services, LLC are member FINRA and SIPC. Richard Mazur is registered to conduct securities business in certain states, as listed on FINRA's BrokerCheck website. Contact Ameriprise Financial Services, LLC today to discuss your financial goals and start planning for a brighter tomorrow.

Matthew Rogers is a financial advisor at Ameriprise Financial Services, LLC, located at 48 South Service Road in Melville, New York, United States. Specializing in finance, Matthew offers personalized investment, asset allocation, and portfolio recommendations tailored to your individual goals and risk tolerance. He helps clients track their progress towards goals such as retirement, education, or major purchases like a second home. With regular meetings and updates as life changes, Matthew ensures that your financial strategy remains on track. Clients can easily access their investments and accounts from any device, securely sharing information with Matthew. To learn more about how Matthew can help you achieve your financial goals, schedule a complimentary initial consultation. Residents of select states can conduct securities business with Matthew, as listed on FINRA's BrokerCheck website. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, providing a secure and regulated environment for financial planning. Get in touch with Matthew Rogers today to start planning for a secure financial future.

Steve Shepherd - Financial Advisor at Ameriprise Financial Services, LLC, located at 1174 Veterans Memorial Highway, Hauppauge, New York, United States, is dedicated to helping clients achieve their financial goals. With a focus on individualized investment strategies and portfolio recommendations, Steve Shepherd works closely with clients to create a personalized financial plan based on their goals and risk tolerance. Regular meetings and progress reviews ensure that the plan is updated as life changes occur. Clients have access to their investments and accounts at any time, from any device, for secure and convenient tracking of their progress. Those interested in learning more about how Steve Shepherd can help them reach their financial goals can schedule a complimentary initial consultation. Background and qualification information can be found on FINRA's BrokerCheck website, and important disclosures are available in the Ameriprise Financial Services, LLC Client Relationship Summary Disclosure. Steve Shepherd may only conduct securities business with residents of states where he is properly registered.

B C Brokerage is a renowned financial institution located at 2318 Avenue D in New York, United States. With a team of experienced professionals, we offer a wide range of brokerage services to help our clients achieve their financial goals. Whether you are looking to invest in stocks, bonds, or other financial instruments, our experts are here to provide you with personalized advice and guidance. Visit us today to learn more about how B C Brokerage can help you secure your financial future.

MassMutual Metro New York is a leading finance and insurance agency located at Pennsylvania Plaza in New York City. As a part of the prestigious MassMutual network, we are dedicated to helping individuals and businesses achieve financial security and protection through our comprehensive range of insurance and investment products. Our team of experienced professionals is committed to providing personalized solutions tailored to meet the unique needs of our clients. Whether you are looking for life insurance, retirement planning, or wealth management services, MassMutual Metro New York is here to help you build a secure financial future.

Raymond James Financial Services is a leading finance institution located in North New Hyde Park, New York, United States. With a strong reputation for providing comprehensive financial services, Raymond James offers a wide range of investment options and wealth management solutions to help clients achieve their financial goals. With a team of experienced financial advisors and a commitment to personalized service, Raymond James is dedicated to helping individuals and businesses navigate the complexities of the financial world. Whether you are looking to invest for the future, plan for retirement, or protect your assets, Raymond James Financial Services has the expertise and resources to help you succeed.

SharpFocus Financial Planning Group - Ameriprise Financial Services, LLC is a finance institution located at 1979 Marcus Avenue, Lake Success, New York, United States. They offer personalized financial planning services tailored to individual goals and risk tolerance. Clients can access their investments and accounts from any device and track their progress towards their goals securely. The institution provides investment recommendations, asset allocation, and portfolio analysis to help clients achieve their financial objectives. The team at SharpFocus Financial Planning Group is dedicated to helping clients navigate through life changes and achieve financial success. To learn more about their services, interested individuals can schedule a complimentary initial consultation. The institution is a member of FINRA and SIPC, ensuring the highest level of professionalism and security for their clients.

Matthew Sheerin is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 401 Franklin Avenue, Garden City, New York, United States. The institution, known as Halcyon Financial Partners, has been recognized as one of the Forbes Best-in-State Wealth Management Teams for 2024. The team at Halcyon Financial Partners is dedicated to providing personalized guidance and planning to help clients achieve their financial goals for both today and tomorrow. With a focus on integrity and loyalty, the team seeks to form long-term relationships with clients based on trust and professionalism. If you would like to schedule a complimentary initial consultation or learn more about the services offered, please get in touch. Securities are offered through Ameriprise Financial Services, LLC, and investment products involve risks including possible loss of principal. Matthew Sheerin is registered in certain states for conducting securities business, and more information can be found on FINRA's BrokerCheck website. Contact us today to discuss your financial needs and goals.

Thomas Palkovich - Financial Advisor at Ameriprise Financial Services, LLC, located at 1600 Stewart Avenue, Westbury, New York, is a trusted finance institution. With a focus on providing personalized financial advice, Thomas Palkovich helps clients navigate through retirement planning, investment strategies, and other financial goals. With a background and qualifications available on FINRA's BrokerCheck website, clients can trust in the expertise and professionalism of Thomas Palkovich. The institution offers a Retirement InteractiveSM tool to explore important retirement income issues and plan for the future.

Michael G Conway is a financial advisor at Ameriprise Financial Services, LLC located at 707 Broadway in Massapequa, New York, United States. With a focus on understanding your financial goals and priorities, Michael offers personalized advice to help you plan for the future with confidence. Whether you are saving for college, planning for retirement, or making investments, Michael is dedicated to helping you navigate the expected and unexpected aspects of life. With a background in finance and qualifications verified by FINRA's BrokerCheck website, Michael is committed to providing you with the guidance you need to achieve your financial objectives. Contact Michael G Conway today to start planning for a secure financial future.

Raymond James Financial Services is a leading finance institution located at 626 RXR Plaza in Uniondale, New York, United States. With a strong reputation for providing comprehensive financial services, Raymond James offers a wide range of investment options and personalized financial planning solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, the experienced professionals at Raymond James Financial Services are dedicated to providing top-notch financial guidance and support.

Raymond James Financial Services is a renowned finance institution located at 100 Great Oaks Boulevard in Albany, New York, United States. With a strong reputation for providing top-notch financial services, Raymond James offers a wide range of investment options and wealth management solutions to help clients achieve their financial goals. Whether you are looking for retirement planning, investment advice, or estate planning, the experienced professionals at Raymond James are dedicated to providing personalized solutions tailored to your individual needs. Trust in Raymond James Financial Services for expert guidance and support in navigating the complexities of the financial world.