The 30 Best Personalized brokerage services in New York

Welcome to The Sovik Group, your trusted partner for comprehensive health and insurance solutions in Cazenovia, New York. Located at 9 Albany Street, The Sovik Group is dedicated to providing personalized financial services that cater to your unique needs. Founded by Charlie Sovik in 2007, our agency specializes in Health, Life, Disability, and Medicare Insurance alongside a range of investment programs. With over three decades of experience in the financial sector, Charlie began his career in 1988 and has built a solid reputation as an independent financial representative, including 26 years with Leigh Baldwin & Co., LLC. As a 1989 graduate of St. Lawrence University with a major in Economics, Charlie brings a wealth of knowledge and expertise to the table. His commitment to fostering lasting relationships with clients and local business leaders throughout Central New York (CNY) is at the heart of our mission.

Welcome to Elate Moving LLC, your trusted partner for all your moving and storage needs in Brooklyn, New York. Conveniently located at 112 4th Avenue, we specialize in providing seamless and stress-free moving experiences for both residential and commercial clients. Our dedicated team of professionals is committed to ensuring that your possessions are handled with the utmost care and precision, making your transition to a new home or office smooth and efficient. At Elate Moving LLC, we offer a comprehensive range of services, including local and long-distance moving, packing and unpacking, and secure storage solutions. Our state-of-the-art storage facilities are designed to keep your belongings safe and protected, whether you need short-term or long-term storage options. We pride ourselves on our attention to detail, personalized service, and competitive pricing, making us the preferred choice for moving services in the Brooklyn area.

Welcome to Buy The Hour Movers Brooklyn - Your Trusted Moving Company in Brooklyn! Located at 525 Nostrand Avenue, Brooklyn, New York 11216, Buy The Hour Movers is your go-to solution for all your moving needs in the vibrant city of Brooklyn and beyond. Whether you're relocating locally within this bustling borough or embarking on a long-distance move, our team is dedicated to providing top-notch moving services tailored to your specific requirements.

Welcome to Chariot Van Lines, your trusted moving company located in the heart of Brooklyn, New York. Situated at 249 Hinsdale Street, we specialize in providing seamless and stress-free moving experiences for both residential and commercial clients. Our team of dedicated professionals is committed to handling your belongings with the utmost care and efficiency, ensuring a smooth transition to your new location. At Chariot Van Lines, we understand that moving can be a daunting task, which is why we offer a comprehensive range of services tailored to meet your specific needs. Whether you're relocating across town or embarking on a long-distance move, our expert movers are equipped with the skills and resources to make your journey as smooth as possible. From packing and loading to transportation and unpacking, we handle every aspect of your move with precision and attention to detail.

Welcome to Impact Employee Benefits Solutions, your trusted insurance agency located in the heart of Youngstown, New York. Situated at 431 Riverview Drive, our agency is dedicated to providing comprehensive and tailored insurance solutions to meet the diverse needs of businesses and their employees. We specialize in offering a wide range of employee benefits packages designed to enhance workplace satisfaction and security. Our team of experienced professionals is committed to delivering personalized service and expert guidance to ensure that your business and its employees are well-protected. At Impact Employee Benefits Solutions, we prioritize your peace of mind by offering reliable and innovative insurance options that make a meaningful impact on your organization. Visit us today to explore how we can support your business with our exceptional insurance services.

Welcome to Citizens Bank ATM at 890 Center Street, Lewiston, New York 14092. Our ATM location offers convenient access to your finances, helping you manage your money with ease and efficiency. At Citizens Bank, we understand the importance of keeping your financial life in check, which is why we provide tailored financial solutions for every stage of life and beyond. Unlock unlimited earning potential with our diverse range of banking products and services. Whether you’re preparing for college or planning your future, our financial solutions can provide the support you need. Our Citizens FastLine® offers a simpler, faster way to secure a Home Equity Line of Credit, with no impact on your credit score when checking your rate.

Welcome to Citizens Bank, your trusted financial partner located at 1000 Portage Road, Niagara Falls, New York 14301. We are here to support you with a wide range of financial solutions tailored to your life's journey and beyond. At Citizens Bank, we believe in your unlimited earning potential and strive to provide the tools you need to achieve your financial goals. Whether you're preparing for college or planning for the future, our comprehensive services can help lighten your financial load. With just one application, you can secure funding for every school year, making college prep more manageable.

Welcome to Envoy International, your trusted partner in financial services located in the heart of Niagara Falls, New York. Situated at 1864 Military Road, our dedicated team is committed to providing expert financial solutions tailored to meet your unique needs. At Envoy International, we offer a comprehensive range of services, including currency exchange, money transfers, and financial consulting, to help you navigate the complexities of the global financial landscape with ease and confidence. Our experienced professionals are here to ensure that your financial transactions are seamless, secure, and efficient. Whether you're a local resident or a visitor to the area, Envoy International is your go-to destination for reliable financial services. Visit us today to experience personalized service and expertise that you can trust.

Welcome to Citizens Bank, your trusted financial partner located at 7200 Niagara Falls Boulevard, Niagara Falls, New York. We are dedicated to providing tailored financial solutions designed to meet your unique needs at every stage of life. Our services range from college funding assistance to innovative savings programs like Round Ups‡, which help you turn spare change into savings effortlessly. At Citizens Bank, we believe in the power of potential. Whether you're planning for college, expanding your earning capacity, or exploring home equity options, our financial products are crafted to support your goals. Discover Citizens FastLine®, a simpler and faster way to secure a Home Equity Line of Credit, with no impact on your credit score during rate inquiries.

Welcome to Citizens Bank, your trusted financial partner located at 2140 Grand Island Boulevard, Grand Island, New York. At Citizens Bank, we're committed to helping you keep your finances in check and offering tailored financial solutions for every stage of your life and beyond. Our services are designed to support your financial journey, with tools like Citizens FastLine® for a simpler, faster way to access a Home Equity Line of Credit, without impacting your credit score. We also offer innovative savings solutions such as Round Ups, allowing you to turn spare change from your debit card purchases into savings effortlessly.

Welcome to Citizens Bank ATM, conveniently located at 1311 Sheridan Drive, Kenmore, New York 14217. As a trusted financial partner, we’re here to help you keep everything in check with tailored financial solutions that grow with you through every stage of life and beyond. At Citizens, we believe in your unlimited earning potential and offer a range of services to help you maximize it. Whether you’re planning for college or managing your home’s equity, we have you covered. Our Citizens FastLine® provides a simpler, faster way to access a Home Equity Line of Credit without affecting your credit score. Plus, with our innovative Round Ups‡ feature, you can effortlessly turn your spare change into savings, rounding up your debit card purchases to the nearest dollar and setting additional savings goals.

Welcome to Citizens Bank ATM, conveniently located at 20 Main Street, Tonawanda, New York 14150. As a trusted financial partner, we are dedicated to helping you keep your finances in check, providing tailored financial solutions for every stage of life and beyond. Whether you're planning for college or exploring home equity options, our services are designed to meet your needs and help you achieve your financial goals. Discover Citizens FastLine®, the faster, simpler way to access a Home Equity Line of Credit, with no impact on your credit score when you get your rate. Take advantage of our Round Ups‡ feature to effortlessly turn your spare change into savings, rounding up debit card purchases to the nearest dollar to accelerate your savings journey.

Welcome to Citizens Bank ATM, conveniently located at 3494 Delaware Avenue, Buffalo, New York 14217. We are dedicated to providing innovative financial solutions tailored to every stage of your life and beyond. At Citizens, we believe in the power of keeping things in check, just like you do. Our services are designed to maximize your earning potential and ease your financial burdens, whether you're preparing for college or looking to tap into your home equity. Discover Citizens FastLine®, the simpler, faster way to secure a Home Equity Line of Credit, all without impacting your credit score. Plus, with our Round Ups feature, we make saving effortless by rounding up your debit card purchases to the nearest dollar, helping you reach your savings goals quicker.

Welcome to Citizens Bank, your trusted partner in financial solutions, conveniently located at 1740 Sheridan Drive, Buffalo, New York 14223. Whether you're planning for college, purchasing a new home, or saving for the future, we offer a comprehensive range of financial services tailored to meet your needs at every stage of life. At Citizens Bank, we understand the importance of keeping your finances in check, and we're here to support you with unlimited earning potential and innovative solutions like the Citizens FastLine® Home Equity Line of Credit. Get your rate quickly and easily, with no impact on your credit score.

Welcome to Citizens Bank ATM, conveniently located at 1893 Elmwood Avenue, Buffalo, New York 14207. As a trusted financial partner, we are committed to helping you manage and optimize your finances at every stage of life. Our ATM services offer a seamless experience for your banking needs, providing you with easy access to your accounts and financial solutions tailored to your goals. At Citizens, we believe in empowering you with the tools and services to maximize your earning potential. Whether you're preparing for college, looking to enhance your savings, or planning for the future, our financial products are designed to support your journey. With Citizens FastLine®, you can secure a Home Equity Line of Credit quickly and effortlessly, without impacting your credit score.

Welcome to Citizens Bank ATM at 6 Fountain Plaza, Buffalo, New York 14202. As a trusted financial partner, we are committed to helping you manage and grow your finances at every stage of life. Our ATM is designed to offer you convenient access to your accounts, whether you're withdrawing cash or checking your balance. At Citizens, we believe in providing financial solutions that align with your goals. From college funding options that simplify your education financing to Citizens FastLine® for a quick and easy Home Equity Line of Credit, we offer a range of services to support your financial journey. Our innovative Round Ups‡ program helps you save effortlessly by rounding up your debit card purchases to the nearest dollar and transferring the difference to your savings.

Welcome to Citizens Bank, your trusted financial partner located at 2101 Elmwood Avenue, Buffalo, New York. At Citizens Bank, we understand that you're made of keeping things in check, and so are we. We offer comprehensive financial solutions tailored to your life's stage and beyond, ensuring that your earning potential is unlimited. Whether you're preparing for college or planning your financial future, we have the resources to help ease your journey. Our unique college funding solutions can potentially cover every school year with just one application, taking a significant load off your shoulders.

Welcome to Stock Exchange The, your trusted partner in financial services located in the heart of Buffalo, New York. Situated at 1421 Hertel Avenue, our dedicated team is committed to providing exceptional financial solutions tailored to meet your unique needs. Specializing in a wide range of financial services, Stock Exchange The is your go-to destination for personalized investment strategies, financial planning, and wealth management. Our experienced professionals are here to guide you every step of the way, ensuring your financial goals are not just met, but exceeded. Visit us today and discover how we can help you secure a prosperous financial future.

Welcome to Buffalo Benefits, your trusted insurance agency located in the heart of Buffalo, New York. Conveniently situated at 1372 Hertel Avenue, Buffalo, NY 14216, we are proud to serve our community by providing comprehensive insurance solutions tailored to meet your unique needs. At Buffalo Benefits, we specialize in offering a wide range of insurance products, including health, life, and disability insurance, ensuring that you and your loved ones are protected no matter what life brings. Our experienced team of professionals is dedicated to delivering exceptional customer service and personalized advice, helping you navigate the complexities of insurance with ease and confidence. Whether you're an individual, family, or business, we are committed to finding the right coverage at the best value. Visit us today to discover how Buffalo Benefits can safeguard your future.

Welcome to the Citizens Bank ATM located at 5469 Camp Road, Hamburg, New York 14075. As part of our commitment to providing financial solutions tailored to your life's journey, our ATM offers convenient access to banking services, ensuring you can manage your finances seamlessly. At Citizens Bank, we understand the importance of keeping things in check. That's why we offer a range of financial solutions designed to support your goals, from college funding to home equity lines of credit with Citizens FastLine®—a faster, simpler way to access funds without impacting your credit score. Our innovative Round Ups‡ feature transforms your everyday purchases into savings, helping you reach your financial objectives effortlessly.

Welcome to Edward Jones - Financial Advisor: Kevin C Kluge, your trusted partner in financial planning and investment management, conveniently located at 229 Lake Street, Hamburg, New York 14075. As a dedicated financial advisor, Kevin C Kluge is committed to helping you achieve your financial goals and secure your future. At Edward Jones, we prioritize your privacy and data security. To learn more about how we use and protect your information, please visit our Privacy and Security page. Our approach involves collecting information to provide personalized services, tailored content, and relevant offers. This enables us to refine our marketing efforts and enhance your digital experience with us.

Welcome to M&T Bank, your trusted financial partner located at 999 Broadway, Buffalo, New York. At our Broadway branch, we are dedicated to providing personalized banking services to meet all your financial needs. Whether you're looking to open a checking or savings account, apply for a mortgage, explore home equity options, secure an auto loan, or choose the right credit card, our team is here to guide you every step of the way. Our knowledgeable personal bankers are committed to helping you find the best terms and rates tailored to your individual requirements. For business owners, M&T Bank offers comprehensive commercial and small business solutions. Our expert Business Banking Specialists are on hand to assist with starting a new venture, expanding your current business, or managing your financial operations with ease. We provide a variety of products and services specifically designed to support businesses of all sizes.

Welcome to Horder Agency, your trusted partner for all your insurance needs. Conveniently located at 3782 Cornell Street, Hamburg, New York, our agency is committed to providing personalized and comprehensive insurance solutions to individuals, families, and businesses throughout the community. At Horder Agency, we understand that navigating the world of insurance can be complex and overwhelming. That’s why our team of experienced professionals is dedicated to offering clear, straightforward advice and tailored policies that fit your unique requirements. Whether you're seeking auto, home, life, or business insurance, we work diligently to ensure you have the right coverage at competitive rates.

Welcome to Citizens Bank, your trusted financial partner located at 1460 South Park Avenue, Buffalo, New York 14220. At Citizens Bank, we understand the importance of keeping your financial life in check, and we are here to provide comprehensive financial solutions tailored to every stage of your life and beyond. Our services range from basic banking to more sophisticated financial solutions, ensuring that your earning potential is limitless. Whether you're preparing for college with our streamlined funding solutions or looking to make the most of your home equity through Citizens FastLine®, we offer a simpler, faster way to secure a Home Equity Line of Credit without impacting your credit score.

Welcome to Citizens Bank ATM, conveniently located at 2797 Niagara Falls Boulevard, Amherst, New York 14228. As a proud provider of financial solutions, we are here to support you at every stage of your life and beyond. Our services are designed to help you achieve your financial goals, with features like unlimited earning potential and college funding solutions that simplify the process of securing your education financing. Discover Citizens FastLine®, the quicker, easier way to access a Home Equity Line of Credit, with no impact on your credit score while getting your rate. Plus, our innovative Round Ups‡ feature helps you turn spare change from debit card purchases into savings, making it easier to reach your financial targets.

Welcome to Citizens Bank ATM, conveniently located at 3180 Sheridan Drive, Amherst, New York 14226. As a trusted financial partner, we are dedicated to providing comprehensive financial solutions tailored to your unique stage of life and beyond. Whether you are planning for college, seeking to maximize your earning potential, or looking to manage your finances more efficiently, Citizens Bank is here to support you. Our innovative services include Citizens FastLine®, a quicker way to access a Home Equity Line of Credit with no impact on your credit score. Plus, with our Round Ups feature, you can effortlessly turn spare change into savings by rounding up your debit card purchases to the nearest dollar, helping you reach your financial goals faster.

Welcome to J. Barrington and Associates, your trusted insurance agency located at 63 Huntley Road, Buffalo, New York 14215. With a commitment to providing exceptional service and tailored insurance solutions, we are dedicated to meeting the diverse needs of our clients. Whether you're seeking personal insurance for your home, auto, or life, or need comprehensive coverage for your business, our experienced team is here to guide you every step of the way. At J. Barrington and Associates, we believe in building lasting relationships with our clients, ensuring peace of mind through personalized attention and expert advice. Visit us today to discover how we can help protect what matters most to you.

Welcome to Arrow Insurance LLC, your trusted health insurance agency located in the heart of Amherst, New York. Situated at 3622-3636 Sheridan Drive, we are dedicated to providing personalized and comprehensive health insurance solutions to meet the unique needs of individuals, families, and businesses in our community. At Arrow Insurance LLC, we understand that navigating the world of health insurance can be overwhelming. That's why our team of experienced professionals is here to guide you every step of the way. We pride ourselves on our commitment to delivering exceptional customer service, offering expert advice, and finding the best coverage options tailored to fit your budget and lifestyle.

Welcome to Benjamin Vantroost - Prudential Financial, your trusted partner in achieving financial security and peace of mind. Conveniently located at 1 John James Audubon Parkway in Buffalo, New York, we are a dedicated finance and insurance agency committed to serving the diverse needs of our community. At Benjamin Vantroost - Prudential Financial, we understand that every individual's financial journey is unique. That's why we offer a comprehensive range of personalized services designed to help you protect and grow your wealth. Whether you're planning for retirement, saving for your child's education, or seeking to safeguard your assets, our experienced team is here to guide you every step of the way.

Welcome to Citizens Bank ATM, conveniently located at 355 Orchard Park Road, West Seneca, New York 14224. Our ATM is designed to offer you seamless financial solutions tailored to every stage of life and beyond. Whether you're planning for college, looking to maximize your earning potential, or simply managing your everyday finances, Citizens Bank is here to help. Discover Citizens FastLine®—the simpler, faster way to secure a Home Equity Line of Credit without impacting your credit score. Transform your spare change into savings with our innovative Round Ups‡ feature, allowing you to round up debit card purchases to the nearest dollar and accelerate your savings goals.