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TOP 30 Personalized insurance consultation in New York, NY
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Dash Capital, LLC #MaxYourDash
Dash Capital, LLC #MaxYourDash is a leading finance and insurance agency located at 7424 Victor Mendon Road in Victor, New York, United States. Our team of experienced professionals is dedicated to helping our clients maximize their financial potential and secure their future. Whether you are looking for investment opportunities, insurance coverage, or financial planning advice, we are here to provide personalized solutions tailored to your specific needs. Trust Dash Capital, LLC #MaxYourDash to help you navigate the complex world of finance and insurance with confidence and peace of mind.
A.M. Ginsberg Advisory Group
A.M. Ginsberg Advisory Group is a leading finance and insurance agency located at 421 Penbrooke Drive in Penfield, New York, United States. Our team of experienced professionals is dedicated to providing personalized financial and insurance solutions to help our clients achieve their goals and protect their assets. With a focus on integrity and excellence, we strive to build long-lasting relationships with our clients based on trust and transparency. Contact us today to learn more about how we can help you secure your financial future.
Alliance Advisory Group
Alliance Advisory Group is a leading finance and insurance agency located at 69 Monroe Avenue in Pittsford, New York. Our team of experienced professionals is dedicated to providing personalized financial planning and insurance solutions to help our clients achieve their goals. Whether you are looking to secure your financial future, protect your assets, or plan for retirement, Alliance Advisory Group is here to help. Contact us today to learn more about our services and how we can assist you in reaching your financial objectives.
Mercer Advisors Wealth Management
Mercer Advisors Wealth Management, located at 375 Woodcliff Drive in Fairport, New York, is a finance institution dedicated to helping individuals achieve their financial goals and live the life they desire. Their team of wealth advisors offers a comprehensive approach to wealth management, connecting all aspects of a client's financial life including financial planning, investments, tax strategies, estate planning, trustee services, and insurance. As a fiduciary institution, Mercer Advisors is committed to always acting in the best interest of their clients, providing personalized portfolio management by a team of full-time investment professionals. Their investment philosophy is rooted in science and research, focusing on building globally diversified, low cost, tax efficient portfolios tailored to each client's needs.
Asher Flint - Alliance Advisory Group
Asher Flint - Alliance Advisory Group is a leading finance and insurance agency located at 69 Monroe Avenue in Pittsford, New York, United States. With a team of experienced professionals, they provide comprehensive financial planning and insurance services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or insurance coverage, Asher Flint - Alliance Advisory Group is dedicated to providing personalized solutions tailored to your specific needs. Contact them today to learn more about how they can help you secure your financial future.
Allied Financial Partners
Allied Financial Partners is a leading accounting and finance institution located at 6536 Anthony Drive in Victor, New York, United States. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, bookkeeping, financial planning, and investment management. Whether you are an individual or a business owner, Allied Financial Partners is dedicated to providing personalized and professional financial solutions to help you achieve your goals. Contact them today to see how they can help you secure your financial future.
Lutz & Associates Wealth Strategists
Lutz & Associates Wealth Strategists is a premier finance and insurance agency located at 69 Monroe Avenue in Pittsford, New York. With a team of experienced professionals, we specialize in creating personalized wealth management strategies to help our clients achieve their financial goals. Whether you are looking to grow your investments, protect your assets, or plan for retirement, our dedicated team is here to provide expert guidance and support every step of the way. Trust Lutz & Associates Wealth Strategists to help you secure a prosperous financial future.
Montage Wealth Management
Montage Wealth Management, located at 179 Sully's Trail in Pittsford, New York, is a finance institution that specializes in designing financial plans to help individuals embrace the next chapter of their lives. Whether facing a job change, divorce, retirement, health issues, or the loss of a loved one, Montage Wealth Management understands the challenges that life-altering moments can bring. With a focus on creating well-thought-out financial strategies that reflect current needs and future dreams, the institution offers comprehensive support during these transitions. Their financial planning process aims to help clients establish new priorities and make informed decisions, empowering them to navigate through life's uncertainties with clarity and conviction. The team at Montage Wealth Management is dedicated to creating personalized and easy-to-understand plans, staying actively engaged in implementing every aspect of the financial plan, and collaborating with other experts to ensure a favorable outcome for clients.
Novem Group
Novem Group is a finance institution located at 350 Linden Oaks in Rochester, New York, United States. Specializing in financial services, Novem Group offers a wide range of solutions to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Novem Group is dedicated to providing personalized and comprehensive financial planning and investment management services. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, Novem Group is here to help you every step of the way.
Jacqueline Thomas - Lacy Katzen LLP
Jacqueline Thomas - Lacy Katzen LLP is a prestigious law firm located at 600 Bausch and Lomb Place in Rochester, New York, United States. Jacqueline Thomas is a Partner and the Chair of the Personal Injury and Medical Malpractice Litigation Group at the firm. With over 25 years of experience as a trial attorney, Jacqueline specializes in personal injury civil litigation, including cases related to medical malpractice, surgical errors, birth injuries, nursing home negligence, motor vehicle accidents, wrongful death, and more. She is also well-versed in insurance coverage litigation and has received numerous accolades for her legal expertise. Jacqueline was named the 2022 "Lawyer of the Year" for Plaintiff's Medical Malpractice Law by Best Lawyers® and has been consistently recognized by both Best Lawyers and Super Lawyers since 2018. She holds a BV Distinguished Attorney rating from Martindale-Hubbell and has received a rating of "Superb" from AVVO. Jacqueline is known for her professionalism, integrity, and commitment to her clients, as evidenced by the glowing testimonials she has received.
Laager Law Firm
Laager Law Firm is a reputable legal institution located at 125 Wolf Road in Albany, New York, United States. Specializing in various areas of law, our team of experienced lawyers is dedicated to providing top-notch legal services to our clients. Whether you are facing a personal injury case, need assistance with estate planning, or require representation in a business dispute, Laager Law Firm is here to help. With a commitment to excellence and a track record of success, you can trust us to handle your legal matters with professionalism and expertise. Contact us today to schedule a consultation and see how we can assist you with your legal needs.
The Caponera Law Firm P.C.
The Caponera Law Firm P.C. is a reputable legal institution located at 5 Palisades Drive in Albany, New York. Specializing in various areas of law, their team of experienced lawyers are dedicated to providing high-quality legal services to their clients. Whether you are in need of representation for a personal injury case, criminal defense, or family law matter, The Caponera Law Firm P.C. is committed to helping you navigate the legal system with confidence and expertise. Contact them today for a consultation and see how they can assist you with your legal needs.
John G. Ullman & Associates, Inc.
John G. Ullman & Associates, Inc. is a reputable institution located at 20 East Market Street in Rhinebeck, New York, United States. Specializing in accounting and finance, they are a registered investment advisor offering a wide range of financial services to clients. Whether you are looking for help with financial planning, investments, tax preparation, estate planning, or retirement, John G. Ullman & Associates can provide personalized assistance tailored to your individual needs. Their team of expert Advisors will work closely with you to understand your financial goals, risk tolerance, and unique circumstances in order to develop a customized plan that will guide you towards a secure financial future. Whether you are a busy professional, entrepreneur, retiree, or somewhere in between, John G. Ullman & Associates has the resources and expertise to support you at every stage of your financial journey. From setting goals for affluence to planning for retirement, managing insurance and estate planning, their dedicated team is committed to helping you achieve your financial objectives. Contact John G. Ullman & Associates today to learn more about how they can assist you in navigating the complexities of financial planning and wealth management.
Merrill Lynch Financial Advisor Susan L Murphy
Merrill Lynch Financial Advisor Susan L Murphy is a finance institution located at 2649 South Road, Poughkeepsie, New York, United States. With over 15,000 Merrill Lynch Financial Advisors nationwide, clients can trust in expert guidance to help achieve their financial goals. Offering a broad range of services including brokerage, investment advisory, and financial planning, Merrill Lynch is committed to providing personalized solutions tailored to each client's unique needs. While investing involves risk, the team at Merrill Lynch strives to help clients navigate the complexities of the financial world with sound advice and strategic planning. Trust and fiduciary services are provided by Bank of America Private Bank, a division of Bank of America, N.A., ensuring that clients receive comprehensive financial guidance. Whether you are seeking investment advice, insurance products, or wealth management services, Merrill Lynch Financial Advisor Susan L Murphy is dedicated to helping you secure a brighter financial future.
Primerica
Primerica is a leading financial services institution located at 10 South Division Street in New Rochelle, New York, United States. Specializing in providing financial solutions for individuals and families, Primerica offers a range of services including insurance, investments, and financial planning. With a focus on empowering clients to achieve their financial goals, Primerica is dedicated to helping individuals secure their financial future.
Merrill Lynch Financial Advisor Amanda Barclay
Merrill Lynch Financial Advisor Amanda Barclay, located at 805 Northern Boulevard, Great Neck, New York, is a distinguished financial institution that prides itself on providing exemplary client service. Amanda Barclay, a Senior Financial Advisor and Senior Vice President, leads the Barclay Group in guiding multigenerational families and Corporate Executives through specialized wealth advisory services. The institution offers personalized wealth management, executive compensation structuring, succession planning, trusts, foundations, insurance, and alternative investments. Amanda Barclay is a recognized leader in the financial industry, having been named in Forbes' "Top Women Wealth Advisors Best-in-State” 2024. With a career that began in 1999, Amanda is committed to empowering clients to feel confident, connected, and in control of their financial futures. She volunteers in her community to empower women with confidence and success, supporting science, medical services, and underserved women.
Merrill Lynch Financial Advisor Frank J. Grieco
Merrill Lynch Financial Advisor Frank J. Grieco, located at 805 Northern Boulevard, Great Neck, New York, United States, offers a wide range of investment solutions from Merrill and banking products from Bank of America. Frank and his team work with high-net-worth individuals and families to help achieve financial goals. With a focus on building meaningful relationships, Frank creates customized financial plans aligned with client priorities. Holding various FINRA registrations and insurance licenses, Frank provides personalized advice and ongoing support to navigate market fluctuations. Outside of work, Frank volunteers as a Captain in the Jericho Fire Department and enjoys activities like surfing and spending time with family. Through Merrill and Bank of America's resources, Frank helps clients manage, grow, and preserve wealth, tailored to their unique needs and aspirations. With a commitment to understanding each client's goals and priorities, Frank strives to help clients pursue financial success and make informed decisions for the future.
Merrill Lynch Financial Advisor Richard C. Davalos
Merrill Lynch Financial Advisor Richard C. Davalos is a reputable finance institution located at 1325 Franklin Avenue, Garden City, New York, United States. With over 15,000 Merrill Lynch Financial Advisors nationwide, including in all 50 states and territories, clients are guided towards achieving their desired financial goals. Specializing in asset allocation, diversification, and rebalancing, the institution emphasizes the importance of risk management in investments. While offering a broad range of brokerage, investment advisory, and financial planning services, Merrill Lynch does not provide legal, tax, or accounting advice. Clients are encouraged to consult with their own advisors before making financial decisions. Additionally, Merrill Lynch is affiliated with Bank of America Corporation, offering insurance and annuity products through Merrill Lynch Life Agency Inc. and trust and fiduciary services through Bank of America Private Bank. The institution also provides banking products through Bank of America, N.A. and affiliated banks. With various certifications and affiliations, Merrill Lynch Financial Advisor Richard C. Davalos aims to provide clients with personalized financial solutions tailored to their needs.
Mercer Advisors Wealth Management
Mercer Advisors Wealth Management, located at 1129 Northern Boulevard in Manhasset, New York, offers a unique approach to financial planning. The firm believes in helping clients not only build wealth but also enjoy the fruits of their labor. With expertise in financial planning, investing strategy, tax and estate planning, trust services, insurance coverage, and more, Mercer Advisors aims to oversee and connect all aspects of a client's financial life. The team of talented wealth advisors at Mercer Advisors in the Manhasset area is dedicated to helping clients achieve their financial goals. From experienced professionals with backgrounds in accounting, finance, and wealth management, to experts in client satisfaction and operations management, the team is committed to providing personalized and comprehensive financial solutions.
Merrill Lynch Financial Advisor Graham Wolfram
At Merrill Lynch Financial Advisor Graham Wolfram in Garden City, New York, we specialize in helping successful individuals and their families build, manage, preserve, and transition their wealth. With 16 years of experience and a bachelor's degree from the University of Kentucky, Graham utilizes the resources of Merrill Lynch to offer retirement planning, option strategies, fixed income analysis, estate planning, insurance assistance, and lending services. Graham is dedicated to understanding your goals and priorities, and creating a personalized financial approach to help you achieve them. With access to the investment insights of Merrill and banking solutions from Bank of America, we can develop a plan designed to address your financial needs. Let us help you navigate the complexities of your financial life and work towards your goals. Visit us at 1325 Franklin Avenue to start planning for your financial future today.
Rightirement Wealth Partners
Rightirement Wealth Partners is a premier finance and insurance agency located at 440 Mamaroneck Avenue in Harrison, New York. Our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their future. Whether you are planning for retirement, investing for the future, or seeking insurance coverage, we are here to provide personalized solutions tailored to your specific needs. Trust Rightirement Wealth Partners to guide you on the path to financial success and peace of mind.
The Wealth Protection Organization Inc.
The Wealth Protection Organization Inc. is a leading finance and insurance agency located at 700 White Plains Road in Scarsdale, New York. With a strong focus on safeguarding the financial well-being of individuals and businesses, our team of experts offers a wide range of wealth protection services. From insurance policies to investment strategies, we are dedicated to helping our clients secure their assets and plan for a financially secure future. Trust The Wealth Protection Organization Inc. to provide personalized solutions tailored to your specific needs and goals.
Forest Hills Financial Group
Forest Hills Financial Group is a reputable finance and insurance agency located at 11835 Queens Boulevard in New York, United States. With a team of experienced professionals, they offer a wide range of financial services including investment planning, retirement planning, and insurance solutions. Whether you are looking to secure your financial future or protect your assets, Forest Hills Financial Group is dedicated to helping you achieve your goals. Their personalized approach and commitment to excellent customer service make them a trusted partner for individuals and businesses alike. Visit their office today to learn more about how they can help you secure your financial future.
LightedWay Advisory Services, Inc.
LightedWay Advisory Services, Inc. is a leading finance and insurance agency located at 83 Calvert Street in Harrison, New York. Our team of experienced advisors are dedicated to providing personalized financial solutions and insurance options to help clients navigate their financial journey with confidence. Whether you are looking to invest wisely, protect your assets, or plan for the future, our experts are here to guide you every step of the way. Trust LightedWay Advisory Services, Inc. to illuminate the path to financial success.
Ginsberg Wealth Management LLC
Ginsberg Wealth Management, LLC is located at 200 South Service Road in Roslyn Heights, New York, United States. As an accounting, finance, and insurance agency, we offer personalized wealth management strategies to help our clients achieve their financial life goals. Our team is dedicated to helping you understand the opportunities and potential rewards that come with taking a proactive approach to your personal financial situation. Through our website, we aim to provide you with a better understanding of financial concepts such as investing, insurance, retirement planning, taxes, and wealth preservation. Working with a skilled independent fiduciary financial advisor can help you pursue your financial plan and achieve success.
Merrill Lynch Financial Advisor Joseph S. Grieco
Merrill Lynch Financial Advisor Joseph S. Grieco is a finance institution located at 805 Northern Boulevard, Great Neck, New York, United States. Joseph has been in the financial service industry since 2000 and joined Merrill Lynch Wealth Management in 2010. He specializes in simplifying the lives of high net worth individuals and their families by providing customized wealth strategies to meet all of their financial needs. Joseph's approach to wealth management is consultative, objective, and focused on excellence. He takes the time to listen and understand each client's specific financial situation, preferences, and needs. Joseph coordinates with accountants and attorneys to ensure that all objectives are being met. He offers a wide range of services including investments, life insurance, trust and estate planning, and banking services from Bank of America. Joseph provides personalized service to a select group of clients and helps elderly clients organize their financial life and develop tax-efficient wealth transfer strategies. He is committed to attention to detail and outstanding customer service. Visit The Grieco Group website for more information. Joseph believes in building a personalized financial plan centered on your goals and what you want to achieve. His team is dedicated to building strong client relationships based on trust and personalized service. Get the latest investment insights, tips, and strategies from Merrill Lynch Wealth Management.
The Office of John T. DeMarinis II, LUTCF, CLTC
The Office of John T. DeMarinis II, LUTCF, CLTC is a reputable finance institution located at 2200 Northern Boulevard in Greenvale, New York, United States. With a focus on providing expert financial services, John T. DeMarinis II and his team offer personalized solutions and guidance to help clients achieve their financial goals. Whether you are looking for insurance planning, retirement strategies, or investment advice, this institution is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
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.
Strategies for Wealth
Strategies for Wealth is a prominent finance and insurance agency located at 50 Jericho Quadrangle in Jericho, New York, United States. Our dedicated team of professionals is committed to helping clients achieve their financial goals through personalized wealth management strategies. We offer a wide range of services including investment planning, retirement planning, insurance solutions, and estate planning. With our expertise and personalized approach, we strive to provide our clients with the tools and knowledge they need to secure their financial future. Visit us today to learn more about how we can help you navigate the complexities of wealth management.
ALLSTAR FINANCIAL SERVICES
ALLSTAR FINANCIAL SERVICES is a leading institution located at 25 Jackson Avenue in Syosset, New York. Specializing in accounting, finance, and insurance services, our team of experts is dedicated to providing top-notch financial solutions to individuals and businesses alike. With a commitment to excellence and personalized service, ALLSTAR FINANCIAL SERVICES is your trusted partner in achieving your financial goals. Contact us today to learn more about how we can help you secure your financial future.
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