TOP 10 Personalized financial planning services in New City, New York

Welcome to SIMA Properties, your trusted partner in finance and real estate located at 29 Port Richmond Avenue, Staten Island, New York. At SIMA Properties, we understand that managing real estate and financial decisions can be daunting, which is why we offer personalized solutions to meet your unique needs. Our services go beyond traditional real estate and financial advice. We are proud to introduce MySeema, a virtual healthcare companion designed to support your well-being alongside your financial and real estate goals. MySeema offers a comprehensive approach to health management, providing virtual assistance that accompanies you to every medical visit. Our service helps monitor blood sugar trends, manage care coordination, and prevent heart disease by building healthy habits.

Welcome to Hometime Estates, LLC, your trusted partner in finance and real estate, conveniently located at 1861 Victory Boulevard, Staten Island, New York. Our agency is dedicated to providing exceptional real estate services tailored to meet the unique needs of our clients. Whether you are buying, selling, or investing in property, our experienced team is here to guide you every step of the way. At Hometime Estates, LLC, we understand that real estate transactions can be complex and overwhelming. That’s why we offer personalized services that focus on achieving your financial and real estate goals. Our comprehensive market knowledge, combined with a commitment to integrity and transparency, ensures that you receive the best advice and support.

Welcome to Easy Sell Property Solutions, your trusted partner in real estate solutions, located at 248 New York 25A, Setauket-East Setauket, New York 11733. With over 20 years of experience, we specialize in helping homeowners sell their properties quickly, easily, and for cash, no matter the condition of the house. Recognized as an “Investor with Integrity” by Kevin Harrington, we pride ourselves on offering a hassle-free and transparent process tailored to your needs. At Easy Sell Property Solutions, we understand that life can present unexpected challenges, whether it's foreclosure, estate settlements, divorce, or simply owning a property that doesn't suit your needs. Our mission is to provide you with a fast, no-obligation cash offer within just 7 days, helping you turn your property woes into an opportunity for financial relief.

Welcome to RB Homes Realty, your trusted real estate agency located at 131 Scudder Avenue, Northport, New York 11768. Our dedicated team is here to help you navigate the ever-changing real estate market with ease and confidence. At RB Homes Realty, we offer a complimentary Comparative Market Analysis (CMA) to determine your home's current value. Our CMAs are meticulously crafted by our experts, taking into account recent sales, market trends, location, amenities, and numerous other factors to provide you with the most accurate estimate possible.

Welcome to ECH Investings, your trusted partner in financial growth and success. Conveniently located at 112 Gerard Road, Yaphank, New York, our firm is dedicated to providing expert investment advice and tailored financial solutions to meet the diverse needs of our clients. With a focus on integrity, innovation, and personalized service, we strive to empower individuals and businesses to achieve their financial goals. Whether you're looking to expand your investment portfolio, plan for retirement, or secure your financial future, ECH Investings offers the expertise and guidance you need. Visit us today and take the first step towards a prosperous future.

Welcome to NextHome Finest First, your premier real estate and finance partner located in the heart of Hauppauge, New York. Situated at 150 Motor Parkway, our agency is dedicated to providing exceptional service and expert guidance to help you navigate the dynamic world of real estate and finance. At NextHome Finest First, we understand that buying or selling a home is more than just a transaction – it's a life-changing experience. That's why our team of seasoned professionals is committed to offering personalized solutions tailored to meet your unique needs and goals. Whether you're a first-time homebuyer, looking to upgrade, or interested in investment opportunities, we have the expertise to make your real estate journey smooth and successful.

Welcome to Clear Coast Realty, your premier real estate agency located at 439 Main Street, Islip, New York. As New York’s top realtors specializing in foreclosures and short sales, we understand that selling a home in challenging circumstances can be a daunting task. Our experienced team is dedicated to providing expert guidance and personalized solutions for homeowners across Long Island, Nassau, and Suffolk County. Whether you're dealing with probate, foreclosure, underwater mortgages, or inherited properties with complex financial issues, Clear Coast Realty is here to help. Our skilled agents have a proven track record of navigating difficult sale situations, ensuring you sell your property quickly and with maximum financial benefit. We pride ourselves on offering a stress-free experience, handling everything from clearing title issues and liens to negotiating short sales and managing property cleanouts.

Welcome to A Beautiful Staged Home, your premier real estate staging agency located in the heart of Great River, New York. Situated at 110 Woodhollow Road, we specialize in transforming ordinary spaces into extraordinary experiences that resonate with buyers on an emotional level. At A Beautiful Staged Home, we offer a comprehensive suite of staging services to meet your needs. Whether you're dealing with vacant properties, new constructions, or occupied homes, our expert team is equipped to handle it all. We provide high-quality furniture, art, accessories, and area rugs sourced directly from our extensive warehouse, ensuring that each staging is unique and tailored to the specific property.

Welcome to Jennifer Arena-King Daniel Gale Sotheby's International Realty, your trusted partner in navigating the East End real estate market. Located at 28080 Main Road, Cutchogue, New York, our agency is dedicated to providing exceptional service and unparalleled expertise to those looking to buy or sell homes in the North Fork area. Jennifer Arena-King brings a unique perspective to the East End real estate scene. Having spent every summer embracing the area's unmatched beauty, she recently made the North Fork her permanent home, leaving behind the fast-paced life of New York City. Born into a well-respected real estate family, Jennifer's lifelong exposure to the industry has equipped her with an innate understanding of the market. Her previous experience in the financial services sector with JPMorgan Chase honed her skills in business and technology management, making her adept at planning, budgeting, and managing large projects.

Welcome to William McIntosh, Real Estate Salesperson, located at 28080 Main Road, Cutchogue, New York 11935. As a dedicated real estate advisor with Daniel Gale Sotheby’s International Realty, Bill McIntosh is committed to providing meaningful and joyful real estate experiences with honesty and enthusiasm. With over 30 years of experience on Wall Street, Bill transitioned naturally into real estate, leveraging his financial expertise and active investment background in the Manhattan market. A lifelong resident of the North Fork, Bill cherishes his roots and brings a deep understanding of the local area to his practice. His business thrives on referrals, with more than 75% of his clientele being loyal past clients, a testament to the trust and exceptional service he consistently delivers. Bill caters to a diverse range of clients, from seasoned investors to first-time home buyers, with equal dedication and eagerness.

Welcome to James Morgan - Global Real Estate Advisor, your trusted partner in navigating the dynamic real estate markets of New York and New Jersey. Located at 28080 Main Road, Cutchogue, New York 11935, Jim Morgan brings a wealth of experience and a personal touch to every client interaction, ensuring your real estate journey is both successful and enjoyable. Having joined Daniel Gale Sotheby's International Realty in late 2021, Jim is distinguished by his extensive background in the financial sector, with over 25 years at leading institutions like JP Morgan Chase and Morgan Stanley. This expertise, combined with his passion for real estate, makes him a formidable advisor in the property market.

Welcome to Beachfront Property Management, LTD, your trusted partner in accounting, finance, contracting, and real estate services, located in the heart of Southampton, New York. Situated at 1351 North Sea Road, we are dedicated to providing comprehensive solutions that cater to all your property and financial needs. Whether you are seeking expert guidance in managing your real estate investments, require professional accounting and financial planning, or need a reliable general contractor for your next project, our team of seasoned professionals is here to assist you every step of the way. At Beachfront Property Management, LTD, we pride ourselves on delivering personalized services tailored to meet the unique needs of each client. Our commitment to excellence and integrity ensures that your goals are not only met but exceeded. Explore the picturesque landscapes of Southampton with confidence, knowing that our expertise is working for you. Contact us today to learn how we can help you achieve your property and financial aspirations. Experience the difference with Beachfront Property Management, LTD, where your success is our priority.

Welcome to Michael E. Kassian, your trusted partner in [specify industry or service, e.g., legal services, financial planning, etc.] located in the heart of Massena, New York. Situated at 156 East Orvis Street, our business is dedicated to providing exceptional service and personalized solutions to meet your unique needs. With a commitment to excellence and a passion for [industry/service], our team of experienced professionals is here to guide you every step of the way. Whether you're seeking expert advice, innovative strategies, or reliable support, Michael E. Kassian is your go-to destination. Visit us today and discover why we are a staple in the Massena community. Your satisfaction is our priority, and we look forward to serving you with integrity and dedication.

Shred Nations: Secure Document Shredding Services in Potsdam, NY Located at 200 Market Street, Potsdam, New York, Shred Nations is your trusted partner for secure and efficient document shredding solutions. We specialize in connecting you with top-tier shredding providers tailored to your specific needs, ensuring the utmost security for your sensitive information.

Welcome to the US Post Office located at 10 Clarkson Avenue, Potsdam, New York 13676. We are your trusted local hub for all things postal and financial, offering a range of services designed to meet your mailing and shipping needs efficiently. Exciting news for enthusiasts! We proudly present the Dungeons & Dragons Commemorative Forever Stamps, celebrating the 50th anniversary of this legendary fantasy roleplaying game that has captivated millions. These bold new stamps are a must-have for collectors and fans alike.

Welcome to The Office of Elijah Brown Located in the heart of Utica, New York, The Office of Elijah Brown is your premier destination for professional consulting services. Situated at 1926 Holland Avenue, our office is dedicated to providing expert guidance and tailored solutions to meet your unique needs.

Welcome to Howard Hanna Cooperstown, your trusted partner in finance, insurance, and real estate services in the heart of Cooperstown, New York. Conveniently located at 4914 New York 28, our agency is dedicated to providing personalized and comprehensive solutions to meet all your financial, insurance, and property needs. As a premier finance and insurance agency, we offer a wide range of services designed to protect your assets and secure your future. Whether you're seeking expert advice on financial planning, looking to safeguard your investments with tailored insurance policies, or navigating the complexities of real estate transactions, our experienced team is here to guide you every step of the way.

Welcome to Shred Nations in Little Falls, New York! Located at 410 Canal Place, Little Falls, Shred Nations is your trusted partner for secure document destruction services. We specialize in connecting you with top-tier paper shredding providers to ensure your sensitive information remains confidential and secure. Our comprehensive range of shredding solutions is designed to meet the diverse needs of individuals and businesses throughout New York.

Welcome to Delaware County Home Economics, a dedicated local government office situated in the heart of Hamden, New York. Our office, conveniently located at 34570 New York 10, serves as a vital resource for the community, providing a wide array of programs and services designed to enhance the quality of life for residents in Delaware County. At Delaware County Home Economics, we are committed to empowering individuals and families with the knowledge and skills necessary for successful home management and personal well-being. Our expert team offers guidance on a range of topics, including nutrition, financial planning, consumer education, and sustainable living practices. We strive to support our community through educational workshops, one-on-one consultations, and valuable resources tailored to meet the diverse needs of our residents.

Welcome to KeyBank, your trusted partner in banking and financial services, conveniently located at 1674 County Route 7A in the heart of Copake, New York. At KeyBank, we are committed to providing our community with a comprehensive range of financial solutions tailored to meet your needs. Whether you're looking to manage your day-to-day finances, plan for the future, or access funds through our state-of-the-art ATM services, KeyBank is here to support you every step of the way. Our team of knowledgeable professionals is dedicated to offering personalized assistance and expert advice to help you achieve your financial goals.

Welcome to the Bank of Greene County, your trusted financial partner located in the heart of Copake, New York. Situated at 179 County Route 7A, our branch is dedicated to providing personalized banking services tailored to meet the unique needs of our community. With a rich history of serving the residents and businesses of Copake and the surrounding areas, we pride ourselves on offering a comprehensive range of financial solutions, including personal and business banking, loans, mortgages, and investment services. Our team of experienced professionals is committed to delivering exceptional customer service and financial expertise to help you achieve your financial goals. Whether you're looking to open a new account, secure a loan, or plan for your financial future, the Bank of Greene County is here to support you every step of the way.

Welcome to Peck & Peck Funeral Homes, a compassionate and dedicated funeral service provider located in the heart of Copake, New York. Situated at 8063 New York 22, our family-owned funeral home has proudly served the community with dignity and respect for generations. At Peck & Peck Funeral Homes, we understand that saying goodbye to a loved one is a deeply personal and emotional experience. Our mission is to provide a comforting environment and personalized services that honor and celebrate the lives of those who have passed. We offer a wide range of options, including traditional funerals, memorial services, and cremations, tailored to meet the unique needs and wishes of each family.

Welcome to Thomas M Barber Funeral Home, a place where compassion meets professionalism. Located at 66 Armsby Road in the serene town of Petersburgh, New York, we are dedicated to providing respectful and personalized funeral services to honor your loved ones. With a deep commitment to serving our community, our experienced and empathetic staff is here to support you through every step of the planning process, ensuring that each ceremony reflects the unique life and legacy of those we remember. At Thomas M Barber Funeral Home, we understand the importance of creating a meaningful farewell, and we offer a range of services to accommodate diverse traditions and preferences. Allow us to guide you with care and understanding during this difficult time. Your peace of mind is our priority.

Welcome to TD Bank, conveniently located at 205 East Main Street, Port Jervis, New York 12771. As your local bank and financial partner, we are committed to providing a comprehensive range of services tailored to meet your personal and business needs. Our dedicated Relationship Manager and team of wealth professionals are here to assist you with private banking, credit, investment, and financial planning. Visit us during our flexible "human hours," which include early mornings, late evenings, and weekends, to accommodate your busy schedule. Whether you need an instant debit card, a new savings account, or just want to enjoy our complimentary lollipops and dog biscuits, we're here for you.

Welcome to MPO Federal Credit Union, your trusted financial partner located at 17 Sussex Street, Port Jervis, New York. Serving the community with dedication, we are committed to providing exceptional financial services tailored to meet your needs. As a reputable credit union, we offer a wide range of financial solutions, including savings and checking accounts, loans, and financial planning services. Conveniently located in the heart of Port Jervis, MPO Federal Credit Union is easily accessible and equipped with a 24/7 ATM to ensure you have access to your funds whenever you need them. Our team of friendly and knowledgeable professionals is here to assist you with personalized service, helping you achieve your financial goals with confidence.

Welcome to Gray-Parker Funeral Home, Inc., a compassionate and dedicated funeral service provider located at 100 East Main Street, Port Jervis, New York. Serving the community with dignity and respect, our family-owned business has been a trusted name in funeral care for years. We are committed to offering personalized and meaningful services to honor the lives of your loved ones. At Gray-Parker Funeral Home, Inc., we understand the importance of celebrating a life well-lived and offer a range of services to accommodate the diverse needs of the families we serve. Our experienced and empathetic staff is here to guide you through every step of the planning process, ensuring that each service is a tribute that reflects the unique personality and wishes of the deceased.

Welcome to Gray Memorials: Eagan Lisa, a trusted and compassionate funeral home located at 100 East Main Street, Port Jervis, New York. We are dedicated to providing meaningful and personalized funeral services to honor the lives of your loved ones. With a focus on empathy, respect, and professionalism, our experienced team is here to support you through every step of the planning process. At Gray Memorials: Eagan Lisa, we offer a wide range of services to suit your needs, including traditional funerals, memorial services, cremation options, and pre-planning arrangements. Our serene and welcoming facility provides a comforting environment for family and friends to gather, reflect, and celebrate the life of the deceased.