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TOP 30 Personalized college planning services in New York, NY
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JBG Common Sense College Planning Services LLC
JBG Common Sense College Planning Services LLC is a reputable institution located at 7 Brandell Lane in Middle Grove, New York, United States. As a university specializing in college planning services, we offer personalized guidance and support to help students navigate the complex process of choosing the right college and securing financial aid. Our experienced team provides practical advice and resources to ensure that students make informed decisions about their higher education options. Trust JBG Common Sense College Planning Services LLC to help you achieve your academic goals and plan for a successful future.
Siena College Lot R
Siena College Lot R, located in Latham, New York, United States, is not your average parking institution. We don't just provide a place to park your vehicle, we invest in developing you as a person. Our mission is to educate and develop leaders who will make a positive impact on the world. Our exceptional student-faculty engagement and life-changing opportunities set us apart as a standard of excellence in education. Ranked 91st on the Best Colleges in the U.S. list by The Wall Street Journal, Siena College is in the top 3% of institutions nationwide. Our Franciscan and Catholic heritage inspires our values and mission, making us the number nine Catholic college in America according to College Consensus. Siena has also been recognized as the number one college in New York for career-oriented employment three years in a row by the U.S. Department of Education.
Bristol Financial Services, Inc.
Bristol Financial Services, Inc. is a full-service independent broker dealer located at 500 North Broadway in Jericho, New York, United States. Specializing in financial and retirement planning, Bristol offers a range of services including IRAs, 401K plans, mutual funds, annuities, life insurance, and college planning. Led by Certified Financial Planner Michael Hartzman, the team at Bristol is dedicated to helping clients meet their long-term financial goals. With a focus on tax-planning, asset allocation, risk management, retirement and estate planning, and long-term insurance planning, Bristol provides personalized and comprehensive financial solutions. The team includes experienced professionals such as Chief Operating Officer Randi Mason, Financial Advisor Amanda Khait, and Sales Assistant Diane Maurici-Dorta. Through their unique financial planning model, Bristol aims to exceed client expectations and build lasting relationships based on trust and loyalty. The institution also hosts an annual client appreciation brunch at the Cold Spring Country Club in Huntington, NY. With a commitment to confidentiality and security, Bristol Financial Services ensures that all client information is protected and handled with the utmost care.
Matthew Crossman - Financial Advisor, Ameriprise Financial Services, LLC
Matthew Crossman is a financial advisor at Ameriprise Financial Services, LLC located at 5700 Commons Park in East Syracuse, New York. With a focus on understanding your financial goals and priorities, Matthew offers personalized advice to help you navigate life's financial challenges with confidence. Whether you're saving for college, planning for retirement, or making investments, Matthew can help you prepare for the future. As a member of FINRA and SIPC, Ameriprise Financial Services, LLC provides investment products and services to help clients achieve their financial goals. By offering complimentary initial consultations, Matthew invites you to take the first step towards a more secure financial future.
Lincoln Investment Planning
Lincoln Investment Planning is a reputable finance institution located at 239 Genesee Street in Utica, New York. With a focus on providing personalized financial planning and investment services, Lincoln Investment Planning is dedicated to helping individuals and businesses achieve their financial goals. Their team of experienced financial advisors offers expert guidance and tailored solutions to help clients build and protect their wealth. Whether you are planning for retirement, saving for college, or looking to grow your investments, Lincoln Investment Planning is committed to providing top-notch financial advice and support.
Michael Andriaccio - Financial Advisor, Ameriprise Financial Services, LLC
Michael Andriaccio is a financial advisor at Ameriprise Financial Services, LLC located at 6622 Main Street in Williamsville, New York, United States. With a focus on personalized financial advice, Michael takes the time to understand your goals and help you prepare for the expected and unexpected things in life. Whether you are saving for college, planning for retirement, or making investments, Michael can provide guidance to help you feel more confident and in control of your financial future. Background and qualification information for Michael Andriaccio can be found on FINRA's BrokerCheck website. The Ameriprise Financial Services, LLC Client Relationship Summary Disclosure is also available for more information.
Patricia Deane - Financial Advisor, Ameriprise Financial Services, LLC
Patricia Deane, a financial advisor at Ameriprise Financial Services, LLC, located at 2024 West Henrietta Road in Rochester, New York, is dedicated to helping clients achieve their financial goals. Whether you are saving for college, planning for retirement, or looking to make smart investments, Patricia takes the time to understand your unique needs and offers personalized financial advice to help you feel confident and in control of your financial future. With a focus on preparing for both expected and unexpected events in life, she can help you navigate the complexities of financial planning. If you are interested in scheduling a complimentary initial consultation or have any questions, please reach out to Patricia Deane. She is registered to conduct securities business in certain states and can provide you with information on financial planning concepts and strategies. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, and cannot guarantee future financial results.
John Brandt - Financial Advisor, Ameriprise Financial Services, LLC
John Brandt, a financial advisor at Ameriprise Financial Services, LLC, located at 1100 South Goodman Street in Rochester, New York, offers personalized financial advice to help clients prepare for their future goals. With a focus on understanding what is truly important to each individual, John provides guidance on saving for college, retirement planning, investments, and more. By working with John, clients can feel more confident and in control of their financial lives. John Brandt is registered to conduct securities business in select states and can provide an overview of financial planning concepts during an initial consultation. Ameriprise Financial Services, LLC, is a member of FINRA and SIPC, and cannot guarantee future financial results. Clients can expect professionalism and a commitment to helping them achieve their financial goals when working with John Brandt.
James Barlow - Financial Advisor, Ameriprise Financial Services, LLC
James Barlow - Financial Advisor at Ameriprise Financial Services, LLC, located at 1001 Franklin Avenue, Garden City, New York, United States, offers personalized financial advice to help you achieve your goals. With a focus on understanding what is truly important to you, James can assist in preparing for the expected and unexpected aspects of life. Whether you are saving for college, planning for retirement, or making investments, James is dedicated to helping you feel more confident and in control of your financial future. Background and qualification information is available on FINRA's BrokerCheck website, and Ameriprise Financial Services, LLC provides a Client Relationship Summary Disclosure. James Barlow can help address common retirement questions such as financial stability throughout retirement, market fluctuations, and inflation concerns.
John Ingrilli - Associate Financial Advisor, Ameriprise Financial Services, LLC
John Ingrilli, an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 500 North Broadway in Jericho, New York, is dedicated to helping clients achieve their financial goals. With a focus on personalized financial advice, John takes the time to understand what is truly important to each individual, whether it be saving for college, planning for retirement, or making smart investments. By offering tailored advice, clients can feel more confident and in control of their financial future. Background and qualification information for John Ingrilli 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 that time. Ameriprise Financial Services, LLC cannot guarantee future financial results, but strives to help clients navigate the complexities of the financial world.
Evan I Fischer - Financial Advisor, Ameriprise Financial Services, LLC
Evan I Fischer, a Financial Advisor at Ameriprise Financial Services, LLC, located at 1001 Franklin Avenue, Garden City, New York, offers personalized financial advice to help clients prepare for the expected and unexpected things in life. Whether it's saving for college, planning for retirement, or making smart investments, Evan takes the time to understand what's truly important to each individual. Clients can schedule a complimentary initial consultation to discuss their financial goals and receive an overview of financial planning concepts. Evan encourages clients to explore the Retirement InteractiveSM tool to address common retirement questions and challenges.
Richard Mazur - Financial Advisor, Ameriprise Financial Services, LLC
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.
Wendy Gorman - Financial Advisor, Ameriprise Financial Services, LLC
Wendy Gorman - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 145 Pinelawn Road, Melville, New York, United States. Wendy Gorman offers personalized financial advice to help clients prepare for their future goals, whether it's saving for college, planning for retirement, or making smart investments. By understanding each client's unique needs and risk tolerance, Wendy helps them feel more confident and in control of their financial life. If you have questions or would like to schedule a complimentary initial consultation, get in touch with Wendy Gorman. You can also visit FINRA's BrokerCheck website for background and qualification information. Ameriprise Financial Services, LLC provides investment products and services, and Wendy Gorman may conduct securities business with residents of specific states where she is properly registered.
Michael G Conway - Financial Advisor, Ameriprise Financial Services, LLC
Michael G Conway is a financial advisor at Ameriprise Financial Services, LLC located at 4510 Merrick Road in Massapequa, New York. With a focus on understanding your financial goals and priorities, Michael offers personalized advice to help you plan for the future. Whether you are saving for college, planning for retirement, or investing for the long term, Michael can help you feel more confident and in control of your financial life. As a registered advisor, Michael G Conway can only conduct securities business with residents of certain states. You can find more information about his background and qualifications on FINRA's BrokerCheck website. Schedule a consultation to discuss your financial goals and learn more about how Michael can help you prepare for the unexpected and achieve your objectives.
Michael G Conway - Financial Advisor, Ameriprise Financial Services, LLC
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.
Daniel Driscoll - Financial Advisor, Ameriprise Financial Services, LLC
Daniel Driscoll, a financial advisor at Ameriprise Financial Services, LLC, located at 2290 East Avenue in Rochester, New York, is dedicated to helping clients achieve their financial goals. As a member of Cadence Wealth Management Solutions, Daniel and his team have been recognized by Forbes as one of the Best-in-State Wealth Management Teams for 2023. With a focus on personalized financial advice, Daniel takes the time to understand what is important to each client, whether it be saving for college, planning for retirement, or making smart investments. By offering tailored financial solutions, Daniel aims to help clients feel more confident and in control of their financial future. If you are interested in scheduling a complimentary initial consultation, please contact Daniel Driscoll today. Please note that Daniel may only conduct securities business with residents of certain states, so be sure to check FINRA's BrokerCheck website for more information.
Robert E. Lane, CPWA - UBS Financial Services Inc.
Robert E. Lane, CPWA - UBS Financial Services Inc. is a finance institution located at 8 Southwoods Boulevard in Albany, New York, United States. Specializing in wealth management, Robert E. Lane and his team offer personalized financial services to help clients achieve their financial goals. With a focus on comprehensive planning and investment strategies, they strive to provide top-notch financial guidance and expertise to individuals and families. Whether you are planning for retirement, saving for college, or looking to grow your investments, Robert E. Lane, CPWA - UBS Financial Services Inc. is dedicated to helping you navigate the complexities of the financial world with confidence.
Dr. Amjad J. Nesheiwat, DDS
Dr. Amjad J. Nesheiwat, DDS is a reputable dental institution located at 2603 New York 52 in Hopewell Junction, New York, United States. Dr. Nesheiwat, a NYU College of Dentistry graduate, has been serving the community since 1993. After taking over Dr. Stanley Brown's practice in 1998, he has continued to provide excellent dental care with multiple specialties including oral surgery, pediatrics, and orthodontics. Dr. Nesheiwat and his dedicated staff are committed to simplifying the complexities of dental health care, ensuring that all patients are well-informed and knowledgeable about their treatment plans and insurance coverage. With a focus on achieving optimal dental and oral health, Dr. Nesheiwat looks forward to helping you achieve the beautiful smile you deserve.
Briardent - Dr. Lockwood & Dr. Masry
Briardent - Dr. Lockwood & Dr. Masry is a dental institution located at 312 Chappaqua Road, Briarcliff Manor, New York, United States. Our practice is dedicated to treating patients like family, with a focus on providing quality dental care using advanced technology. Dr. Olivia Masry and Dr. Joyce Lockwood, both graduates of Columbia University College of Dental Medicine, are committed to creating a warm and inviting environment for patients of all ages. With a staff that has been with us for many years, we have built a practice that values long-term relationships and beautiful smiles. Join us at BriarDent for a unique family dentistry experience.
White Plains Dental
White Plains Dental, located in White Plains, New York, is a top-notch dental institution offering a wide range of services including digital X-rays, professional cleaning, full dental exams, and Invisalign consultations. With operating hours throughout the week, the friendly and caring staff at White Plains Dental, led by Dr. Eric Poznyanky, aims to provide high-quality dental care in a relaxed and pleasant environment. The institution boasts a team of experts including a dental hygienist, general dentist, pediatric dentist, periodontist, and endodontist to meet all your dental needs. From preventative dentistry to cosmetic procedures, White Plains Dental is committed to providing excellent dental care at an affordable price. With advanced technology and a focus on patient comfort, White Plains Dental ensures that every visit results in a healthy and beautiful smile. Whether you need routine cleanings, restorative procedures, or specialized care for children, White Plains Dental has the expertise and technology to meet your needs. Dr. Poznyansky's reputation as a Clinical Assistant Professor at NYU College of Dentistry further solidifies the institution's commitment to excellence in dental care. Experience the exceptional service at White Plains Dental and achieve a perfect smile every time.
Polinsky Dental
Polinsky Dental, located at 300 Martine Avenue in White Plains, New York, is a trusted dentist institution dedicated to providing families in the area with exceptional dental care. With a highly skilled and experienced professional team, they offer a full scope of general dental services in a hi-tech and comfortable office setting. At Polinsky Dental, they prioritize personalized care and take the time to discuss treatment options with each patient. By helping patients make informed decisions about their oral health, they strive to provide the best level of service and achieve successful results. The practice stays at the forefront of the latest dental technology, ensuring patients receive the most advanced care available.
Advanced Dentistry of Westchester
Advanced Dentistry of Westchester is a leading dental institution located in Harrison, New York, offering the latest in dental care that is only available in a small percentage of dental offices. Led by Dr. Kenneth Magid, DDS, FICD, and Dr. Sabrina Magid-Katz, DMD, the practice has been recognized for their expertise and dedication to providing exceptional dental services. Dr. Magid, DDS, FICD, has received the prestigious honor of Fellowship in the International College of Dentists and has been named a "Top Dentist" by various surveys and organizations. Dr. Magid-Katz, DMD, has also been recognized for her leadership in treating deaf and hard-of-hearing patients, as well as her expertise in identifying and treating snoring and sleep apnea.
Northeast Travel Connections
Northeast Travel Connections is a premier travel agency located at 12 College Lane in Millbrook, New York, United States. Specializing in both business and vacation travel, they offer a wide range of services including group travel arrangements, booking of airfare, hotels, cars, tours, cruises, and vacation packages worldwide. With a team of experienced travel experts, Northeast Travel Connections is dedicated to providing personalized and seamless travel experiences for their clients.
SCORE
SCORE, located at 145 College Road in Suffern, New York, is a finance institution that provides free confidential mentoring and local workshops on various business topics. Additionally, they offer online resources such as webinars for entrepreneurs and small business owners. As they celebrate their dedicated volunteers, SCORE encourages individuals to give back by becoming a mentor. They believe that anyone can start and manage a successful small business, but recognize that the journey may be more challenging for some.
Financial Decisions
Financial Decisions is a leading finance institution located in the heart of New York City. Situated at 780 3rd Avenue, this institution specializes in providing expert financial advice and guidance to individuals and businesses looking to make informed decisions about their money. With a team of experienced professionals, Financial Decisions offers a wide range of services including investment planning, wealth management, and retirement planning. Whether you are looking to grow your wealth or secure your financial future, Financial Decisions is dedicated to helping you achieve your goals. Contact us today to schedule a consultation and take the first step towards a more secure financial future.
Northwestern Mutual
Northwestern Mutual is a reputable finance and insurance agency located in Hudson, New York, United States. With a strong commitment to helping clients achieve financial security and peace of mind, Northwestern Mutual offers a wide range of insurance and investment products tailored to meet individual needs. Their team of experienced financial advisors provides personalized guidance and expertise to help clients reach their financial goals. Whether you are looking for life insurance, retirement planning, or investment solutions, Northwestern Mutual is dedicated to providing top-notch service and support to help you secure a sound financial future.
Wealth Habits
Wealth Habits is a finance institution located at 5 Sage Court, White Plains, New York, United States. Our services include market and economic observations, portfolio changes, and operations updates. We also offer education planning with practical tips for college education and ensuring equal funding for every child's education. Our experts can help you unlock the secrets of tax-efficient retirement withdrawals and create a blueprint for optimized retirement distributions. Learn about the pros and cons of 401(k) consolidation to maximize your retirement savings. Our services cover financial planning, investments, and tax planning with actionable strategies, tools, and resources to help you achieve financial independence.
Northwestern Mutual - Jeffrey Zorn
Northwestern Mutual - Jeffrey Zorn is a reputable financial institution located at 50 Main Street in White Plains, New York. Specializing in providing financial planning services, investment strategies, and insurance solutions, the team at Northwestern Mutual is dedicated to helping clients achieve their long-term financial goals. With a focus on personalized service and tailored solutions, Northwestern Mutual - Jeffrey Zorn is committed to helping individuals and families secure their financial future.
Edward Jones - Financial Advisor: Neil G Gargiulo, AAMS™
Edward Jones - Financial Advisor: Neil G Gargiulo, AAMS™ is a reputable financial institution located at 23 Depot Plaza in Bedford Hills, New York, United States. As a trusted advisor, Neil G Gargiulo, AAMS™ provides personalized financial planning and investment services to help clients achieve their financial goals. With a focus on building long-term relationships, Edward Jones offers a wide range of financial products and services to meet the unique needs of each individual. Whether you are planning for retirement, saving for college, or investing for the future, Neil G Gargiulo, AAMS™ is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
Edward Jones - Financial Advisor: Marie A Green
At Edward Jones - Financial Advisor: Marie A Green, located at 3565 Crompond Road in Cortlandt, New York, you can trust in personalized financial advice and guidance from a dedicated professional. Specializing in finance, Marie A Green is committed to helping clients achieve their financial goals through tailored strategies and expert knowledge. Whether you are planning for retirement, saving for college, or investing for the future, you can rely on Edward Jones - Financial Advisor: Marie A Green to provide the support and expertise you need to secure your financial future.
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