TOP 30 Personalized brokerage services in New City, New York

Welcome to Accent Brokerage, your trusted real estate agency located in the heart of Mohawk, New York. Situated at 28 West Main Street, our dedicated team is committed to providing exceptional service and expert guidance to help you navigate the dynamic real estate market. Whether you are buying, selling, or renting, Accent Brokerage offers personalized solutions tailored to meet your unique needs and preferences. With a deep understanding of the local market and a passion for helping our clients achieve their real estate goals, we strive to make your experience seamless and rewarding. Visit us today and discover why Accent Brokerage is the preferred choice for real estate services in Mohawk and the surrounding areas.

Welcome to CARE Brokerage, your trusted partner in the Cooperstown Area Real Estate market. Located at 224 Lakeside Drive, Burlington Flats, New York, we have been proudly serving our community since 2005. Our name, CARE, stands for Cooperstown Area Real Estate, LLC, but it also reflects our commitment to taking exceptional care of our clients. At CARE Brokerage, we understand that real estate is not just about transactions; it's about building relationships and providing a service that goes beyond expectations. Whether you're buying or selling, our dedicated team is here to guide you through every step of the process, ensuring that your best interests are always at the forefront of every decision.

Millbrook Properties is a premier real estate agency located at 12 North Avenue in the charming town of Millbrook, New York. With a reputation for excellence and a commitment to personalized service, our team of experienced professionals is dedicated to helping clients find their dream homes or investment properties. Whether you are looking to buy, sell, or rent, Millbrook Properties has the expertise and resources to assist you every step of the way. Contact us today to learn more about how we can help you achieve your real estate goals.

Houlihan/Lawrence Inc is a reputable real estate agency located at 129 U.S. 6 in Mahopac, New York. With a strong presence in the local market, they specialize in buying, selling, and renting residential and commercial properties. Their experienced team of agents provides personalized service to help clients find their dream home or investment property. Whether you are a first-time buyer or a seasoned investor, Houlihan/Lawrence Inc is dedicated to helping you navigate the real estate market with ease and confidence. Contact them today to start your real estate journey in Mahopac, New York.

Securities America Inc is a financial institution located at 1227 Peekskill Hollow Road in Carmel Hamlet, New York, United States. Specializing in securities and investment services, Securities America Inc offers a wide range of financial products and services to help individuals and businesses achieve their financial goals. With a team of experienced financial advisors, Securities America Inc is dedicated to providing personalized and comprehensive financial solutions to meet the unique needs of each client. Whether you are looking to invest for the future, plan for retirement, or manage your wealth, Securities America Inc is committed to helping you navigate the complex world of finance with confidence and peace of mind.

Merrill Edge is a finance institution located at 35 South Moger Avenue in Mount Kisco, New York, United States. At Merrill, we have a team of experienced Financial Solutions Advisors ready to provide personalized advice and guidance to help you achieve your financial goals. Whether you're looking to invest, plan for the future, or secure your assets, our advisors are here to assist you every step of the way. You can search for a specific advisor by name or look for our parent company, Merrill Lynch. Please note that by leaving Merrill Edge, you will be redirected to FINRA's BrokerCheck website, which is subject to separate terms and privacy policies. We strive to provide you with information about products and services that may be of interest to you, and our investment options involve risks, including the potential loss of money. Our returns are based on the NAV or market price, and include fees and applicable loads. Additional information on our services and fees can be found in our Client Relationship Summary. Banking products are provided by Bank of America, N.A. and our insurance services are offered through Merrill Lynch Life Agency Inc. Contact us today to learn more about how Merrill Edge can help you turn your ambitions into action.

Merrill Edge is a finance institution located at 91 South Greeley Avenue, Chappaqua, New York, United States. At Merrill, they have the people, tools, and personalized advice and guidance to help turn your ambitions into action. A Merrill Advisor can help you pursue your goals and plan for what matters most to you – and can meet with you in the way that works best. They provide information about products and services that you might find interesting and useful. Investing in securities involves risks, and there is always the potential of losing money. Merrill offers a broad range of brokerage, investment advisory, and other services. Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation. Merrill Lynch Life Agency Inc. (MLLA) is a licensed insurance agency and wholly owned subsidiary of BofA Corp. This material is not intended as a recommendation, offer, or solicitation for the purchase or sale of any security or investment strategy. Additional information is available in their Client Relationship Summary.

Hardy Financial Strategies is a finance and insurance agency located at 303 South Broadway in Tarrytown, New York, United States. Our institution is dedicated to helping clients take a proactive approach to their personal financial situation. We offer services in investing, insurance, retirement planning, estate planning, and wealth preservation. Our website is designed to provide valuable information on financial concepts and educate you on the services we offer. We are committed to providing personalized service and attention to each client. We encourage you to explore our site regularly for updated information and to refer those who could benefit from our services.

CMC Wealth Management, located at 113 Nethermont Avenue in White Plains, New York, is an institution specializing in accounting and finance. With a focus on helping clients secure their financial future, CMC Wealth Management offers personalized services to address individual circumstances and goals. The founder, Catherine M. Censullo, CPA, PFS, is dedicated to guiding clients through the process of financial planning and investment. At CMC Wealth Management, clients can expect regular reviews of their financial concerns and adjustments to ensure their financial health aligns with their personal, professional, and family situations. The institution emphasizes the importance of proactive financial planning to uncover opportunities and potential rewards for long-term success. Whether clients are seeking brokerage services, investment advisory services, or both, the team at CMC Wealth Management is equipped to assist with a range of financial needs.

Associated Benefit Consultants is a leading finance institution located at 800 Westchester Avenue in Rye Brook, New York. With a team of experienced consultants, they specialize in providing comprehensive financial solutions to help individuals and businesses achieve their financial goals. From retirement planning to investment strategies, Associated Benefit Consultants offers personalized services tailored to meet the unique needs of each client. Trustworthy and reliable, they are dedicated to helping their clients secure a prosperous financial future.

Merrill Lynch Financial Advisor Susan M Condit is a dedicated financial institution located at 360 Hamilton Avenue in White Plains, New York, United States. Susan Condit follows a disciplined process to understand each client's needs, concerns, and priorities, holding the title of Senior Financial Advisor. She is passionate about delivering excellent service and is actively involved in volunteering in the community. The institution offers personalized financial planning through Merrill Personal Wealth Analysis™, focusing on the client's goals and priorities. With a focus on family, goals, and priorities that may change over time, Susan Condit works closely with clients to develop personalized financial strategies. By utilizing the Investment Personality Assessment, clients can gain a deeper understanding of their investing preferences and work towards achieving their financial goals. The institution offers ongoing support to help clients stay on track and adjust their financial approach as needed. With a commitment to understanding each client personally, Susan Condit strives to help clients achieve their financial goals through a customized investment approach. Merrill Lynch Wealth Management Advisors provide comprehensive financial solutions tailored to address each client's needs and goals. The institution puts clients first, offering one-on-one relationships with dedicated advisors to guide them through their financial journey. With a focus on personalized investment strategies and access to financial solutions from Bank of America, clients can benefit from a collaborative approach to financial planning. Susan Condit is registered to do business in several states and offers insights, tips, and strategies to help clients live their best financial life. It is important to note that investing involves risk and clients should consult with legal and tax advisors before making financial decisions. Merrill Lynch offers a range of services, including brokerage, investment advisory, and financial planning, with important differences between each service. Clients can speak with their Merrill financial advisor to learn more about these services and determine the best approach for their financial needs.

Westchester Benefit Group, Inc. is a finance, health, and insurance agency located at 500 Summit Lake Drive in Valhalla, New York. They provide a wide range of services to help individuals and businesses navigate the complexities of insurance and financial planning. With a team of knowledgeable experts, Westchester Benefit Group, Inc. is dedicated to helping clients make informed decisions to protect their assets and secure their futures. Whether you are looking for health insurance, retirement planning, or other financial services, Westchester Benefit Group, Inc. is committed to providing personalized solutions to meet your needs.

The Fisk Morrison Group at Morgan Stanley is a leading finance institution located at 2000 Westchester Avenue in Harrison, New York, United States. With a strong reputation for excellence in financial services, our team of experts provides personalized wealth management and investment solutions to help clients achieve their financial goals. Whether you are planning for retirement, managing your assets, or looking to grow your wealth, The Fisk Morrison Group is dedicated to delivering exceptional service and expertise to meet your needs.

Charles Schwab is a renowned finance institution located at 2095 Moriches Road in Lake Grove, New York. As a trusted name in the financial industry, Charles Schwab offers a wide range of services including investment advice, brokerage services, and wealth management solutions. With a commitment to helping clients achieve their financial goals, Charles Schwab provides expert guidance and personalized strategies to meet individual needs. Visit their location in Lake Grove to learn more about how Charles Schwab can help you secure your financial future.

Merrill Edge Financial Solutions is a finance institution located at 911 New York 112, Port Jefferson Station, New York, United States. At Merrill, they have a team of dedicated professionals, advanced tools, and personalized advice to help you achieve your financial goals. Whether you are planning for your future or investing for the first time, a Merrill Advisor can assist you in creating a customized plan that works best for you. You can search for an advisor's name or the parent company, Merrill Lynch, for more information. Please note that you are leaving Merrill Edge and being redirected to FINRA's BrokerCheck for additional information. Investing in securities involves risks and potential losses, so it is important to carefully consider your options. Merrill offers a wide range of services including brokerage, investment advisory, and financial planning. Banking products are provided by Bank of America, N.A. and affiliated banks. For more details, you can review the Client Relationship Summary provided by Merrill.

Janney Montgomery Scott LLC is a finance institution located at 1 Manhattanville Road in Harrison, New York, United States. With a strong reputation for providing comprehensive financial services, Janney Montgomery Scott LLC offers personalized investment advice and wealth management solutions to individuals, families, and businesses. Their team of experienced financial advisors are dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to build a portfolio, plan for retirement, or manage your assets, Janney Montgomery Scott LLC is committed to providing top-tier financial services tailored to your unique needs.

Merrill Lynch Financial Advisor Robert J Tarpey is a finance institution located at 360 Hamilton Avenue, White Plains, New York, United States. The institution focuses on building personalized relationships with clients to help them identify and prioritize their financial goals. By listening and understanding each client's unique needs, the advisors at Merrill Lynch aim to create customized financial approaches that align with their aspirations. Drawing upon behavioral finance research, Merrill Lynch offers an Investment Personality Assessment to gain a deeper understanding of how clients think and feel about investing. This assessment helps in developing tailored financial strategies that can help clients pursue their goals effectively. The institution believes in regularly updating and revisiting financial approaches to reflect changes in clients' lives and the market.

Ameritrade Group is a leading accounting and finance institution located at 104-56 Roosevelt Avenue in New York, United States. With a team of experienced professionals, Ameritrade Group offers a wide range of financial services including accounting, investment management, and financial planning. Whether you are an individual looking to grow your wealth or a business in need of financial guidance, Ameritrade Group is dedicated to providing personalized solutions to help you achieve your financial goals. Contact us today to learn more about how we can help you secure your financial future.

Daniel Gale Sotheby’s International Realty in Locust Valley, NY is a reputable real estate agency located at 1 Buckram Road. Our office is open Monday through Sunday from 9:00am to 5:00pm, providing exceptional service to our clients. We offer a variety of listings in the Locust Valley area, ensuring that you find the perfect property for your needs. At Daniel Gale Sotheby’s International Realty, we prioritize the accessibility and usability of our website in accordance with the Americans with Disabilities Act. Our floor plans are provided for reference only, and we strive to ensure that all information is accurate and reliable for our clients.

C & M Forwarding is a privately owned asset-based domestic freight forwarder located at 3457 Union Street Extension in North Chili, New York. With over 75 years of experience, we have been providing reliable and on-time transportation services to our clients since 1932. Our company specializes in import/export, full truckload, warehousing logistics, freight management, and LTL freight services in the Rochester area. We are dedicated to continuously improving our services to better serve our customers and provide total transportation value. Choose C & M Forwarding for all your transportation and warehousing needs in Rochester, NY.

Pace International LLC is a reputable institution located at 70 West Red Oak Lane in White Plains, New York, United States. With a focus on providing top-notch international services, Pace International LLC offers a wide range of solutions to meet the needs of clients worldwide. Whether it's international trade, business consulting, or global expansion, Pace International LLC is dedicated to helping businesses succeed on a global scale. Their team of experienced professionals is committed to delivering high-quality services and personalized solutions to ensure the success of their clients.

Capital Logistics, located at 12 Water Street in White Plains, New York, is a leading finance and moving company specializing in temperature controlled freight solutions. Established in 2009, we are a non-asset based third-party logistics (3PL) firm with expertise in handling perishable freight. Our personalized 24/7 service, unmatched shipment visibility, and competitive rates make us a top choice for domestic LTL and FTL trucking, as well as cold chain solutions. We also offer domestic, international, and customs brokerage services. Specializing in refrigerated freight, such as fresh produce, we ensure the safe and timely delivery of sensitive shipments. Our commitment to our carriers and consistent freight opportunities set us apart in the industry. Recognized by Inc. Magazine as one of America's fastest-growing private companies for multiple years, Capital Logistics is a reliable and knowledgeable partner for all your freight needs.

Atlantic Drayage, located at 480 Forest Avenue in Locust Valley, New York, is a reputable institution that offers fast and secure drayage services nationwide. Established in 2012, Atlantic Drayage Transport, Inc has been providing reliable and professional container drayage services from New York/New Jersey terminals. Over the years, they have expanded their services to handle terminals on the East Coast, including Charleston, Savannah, and Miami. In 2018, Atlantic Drayage Brokerage, Inc was added to handle the continued growth and demand. With a fleet of company-owned trucks, owner operators, and carrier networks, Atlantic Drayage aims to be a trusted transportation partner for their clients' domestic operations. They offer services in various locations such as New Jersey/New York, Boston, Baltimore, Norfolk, Savannah, Charleston, Jacksonville, Miami, and more.

Marshall & Sterling Insurance is a reputable health insurance agency located at 3269 Franklin Avenue in Millbrook, New York, United States. With a strong commitment to providing high-quality insurance services, Marshall & Sterling Insurance offers a wide range of health insurance options to meet the unique needs of individuals and families. Their experienced team of insurance professionals is dedicated to helping clients find the right coverage at affordable rates. Whether you are looking for individual health insurance or group health plans, Marshall & Sterling Insurance is the go-to agency for all your insurance needs.

The K Merritt Agency is a reputable insurance agency located at 366 U.S. 202 in Somers, New York. With a commitment to providing top-notch insurance services to individuals and businesses, The K Merritt Agency offers a wide range of insurance products to meet the diverse needs of their clients. Their team of experienced agents strive to deliver personalized and tailored insurance solutions to ensure peace of mind and financial protection. Whether you are looking for auto, home, life, or business insurance, The K Merritt Agency is dedicated to helping you find the right coverage at competitive rates. Visit them today to discuss your insurance needs and experience exceptional customer service.

World Insurance Associates LLC is a leading insurance agency located at 616 Clock Tower Commons Drive in Brewster, New York. Our team of experienced professionals is dedicated to providing high-quality insurance solutions to individuals and businesses in the United States. Whether you are looking for auto, home, life, or business insurance, we have the expertise to help you find the right coverage at competitive rates. Contact us today to learn more about how we can protect what matters most to you.

Yorktown Heights Insurance is a reputable insurance agency located at 1928 Commerce Street in Yorktown Heights, New York. Our dedicated team of professionals is committed to providing personalized insurance solutions to meet the unique needs of our clients. Whether you are looking for auto, home, life, or business insurance, we have you covered. With a focus on exceptional customer service and competitive rates, Yorktown Heights Insurance is your trusted partner in protecting what matters most to you. Contact us today to learn more about how we can help you secure the right insurance coverage for your individual needs.

Newhouse Financial and Insurance Brokers is a trusted health and insurance agency located at 800 Westchester Avenue in Rye Brook, New York. We specialize in providing comprehensive financial and insurance solutions tailored to meet the individual needs of our clients. Our experienced team of brokers is dedicated to helping you navigate the complex world of insurance and financial planning, ensuring that you have the coverage and security you need. Whether you are looking for health insurance, life insurance, or retirement planning services, we are here to help you every step of the way. Contact us today to schedule a consultation and let us help you secure your financial future.

Capital Shield Agency Inc is a reputable insurance agency located at 3600 East Tremont Avenue in New York, United States. We specialize in providing a wide range of insurance products and services to protect our clients' assets and provide them with peace of mind. Our experienced team of professionals is dedicated to helping individuals and businesses find the right insurance solutions tailored to their specific needs. Whether you are looking for auto, home, life, or business insurance, we have you covered. Contact us today to learn more about how we can help you safeguard your future.

Express Line Insurance Agency is a trusted insurance broker offering a wide range of coverage options for home, auto, boat, and business insurance. Conveniently located at 621 Route 25A in Mount Sinai, New York, our experienced agents are dedicated to providing personalized service and finding the best policies to meet your specific needs. Whether you are looking to protect your home, vehicle, watercraft, or business, we are here to help you navigate the complex world of insurance and ensure you have the coverage you need. Contact us today to discuss your insurance needs and let us help you find the right policy for you.