TOP 10 Personalized insurance services in New City, New York

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Merrill Lynch Financial Advisor Stephen Szczublewski, located at 1241 Pittsford Victor Road in Pittsford, New York, offers a wide range of investment solutions from Merrill and banking products from Bank of America. Stay informed on market trends and global economy to help you make informed decisions. By understanding your financial goals, Stephen Szczublewski can create personalized wealth management strategies tailored to your needs. With access to the investing insights of Merrill and banking capabilities of Bank of America, you can pursue your financial goals with confidence. Additional services include insurance, annuity products, trust, fiduciary and investment management services. Contact Merrill Lynch Financial Advisor Stephen Szczublewski for a fresh perspective on your financial life.

Finlocity is a financial institution located at 2080 Fairport Nine Mile Point Road in Penfield, New York, United States. We offer a wide range of financial services including banking, investing, and insurance. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you are looking to open a savings account, invest in the stock market, or protect your assets with insurance, Finlocity is here to provide you with expert advice and personalized solutions. Visit us today to see how we can help you take control of your finances and plan for a successful future.

The Di Bella Financial Group, LLC is a finance institution located at 5 Washington Square, Albany, New York, United States. Since 1976, they have been dedicated to serving professional advisors and helping individuals effectively manage, protect, and distribute wealth according to personal goals. The team at The Di Bella Financial Group takes pride in educating clients on their financial options to make wise decisions for themselves, their families, and their businesses. They provide personalized recommendations tailored to individual needs and goals, offering practical education and step-by-step guidance to ensure clients have clarity about their finances. The team at The Di Bella Financial Group is committed to building personal relationships based on trust and knowledge, and they provide hands-on support throughout every phase of a client's financial journey. They offer insight, answer questions, and help clients stay on track as their lives evolve. The team includes Joseph F. Di Bella, Joseph L. Di Bella, and Elizabeth Bauer, who are licensed to sell insurance through New York Life Insurance Company and offer securities products and services through NYLIFE Securities LLC. They also provide investment advisory and financial planning services through Eagle Strategies LLC.

Greg Mengel - Thrivent is a finance institution located at 3418 Carman Road, Schenectady, New York, United States. We are dedicated to helping clients achieve their financial goals through personalized and holistic advice. Founded in 2017 by Greg Mengel and Bob Morse, with over 20 years of experience in successful practices at Thrivent, we offer comprehensive financial strategies across 32 states. Our commitment is to provide informed and educated guidance at every step of your financial journey, ensuring your assets are protected, retained, and efficiently transferred. Whether you are managing accumulated wealth or have specific financial goals in mind, our advice is tailored to your individual needs and goals.

Steve Warren - Thrivent is a finance institution located at 3418 Carman Road in Schenectady, New York, United States. Licensing for their services can be obtained through the State Insurance Department's website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so it is recommended to consult with an attorney or tax professional. Thrivent offers advice and guidance through its Financial Planning Framework, which involves reviewing and analyzing a client's financial situation. Clients can also opt for Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.

Merrill Lynch Financial Advisor Jacqueline Sinclair-Parker is located at 1241 Pittsford Victor Road in Pittsford, New York, United States. Jacqueline offers a comprehensive approach to financial planning, utilizing Personal Wealth Analysis (PWA) to create tailored strategies for individuals, corporate executives, and business owners. With 16 years of experience at Merrill Lynch Wealth Management, Jacqueline provides expertise in retirement planning, wealth preservation, asset allocation, and more. She holds Series 7, 63, and 66 FINRA Registrations, as well as Life and Health Insurance Licenses. Jacqueline is dedicated to building strong client relationships based on trust and personalized service. Her mission is to understand each client's goals and priorities to help them achieve financial success. Through ongoing communication and adjustments to financial approaches, Jacqueline aims to help clients stay on track towards their goals. With access to resources from Merrill Lynch and Bank of America, Jacqueline can provide customized investment strategies and comprehensive financial solutions to meet the unique needs of each client.

Joseph L Di Bella, President of The Di Bella Financial Group, LLC, located at 5 Washington Square in Albany, New York, is a finance institution dedicated to serving professional advisors. Since 1976, we have been helping individuals nationwide effectively manage, protect, and distribute wealth in alignment with their personal goals. Our team takes pride in educating clients on their financial options, empowering them to make informed decisions for themselves, their families, and their businesses. We provide practical education and personalized guidance to help clients better understand their financial situation and options. By tailoring our recommendations to each individual's unique needs and goals, we aim to help prepare them for a secure and rewarding future. Our team offers hands-on support throughout every phase of our clients' financial journey, assisting with custom strategies and staying by their side as their lives evolve.

Northwestern Mutual - Patrick Di Cerbo is a trusted finance and insurance agency located in Albany, New York. Our team is dedicated to helping clients achieve their financial goals and protect their future through personalized insurance solutions. Visit us at 1 Northwestern Blvd to learn more about our services and how we can assist you in securing your financial well-being.

MJK Solutions is a top-rated roofing contractor located at 7 Hollow Lane in Poughkeepsie, New York. We specialize in providing exterior cleaning services for homes in Dutchess County. Our team is dedicated to delivering flawless results and exceptional customer service. With our state-of-the-art equipment and years of experience, we guarantee professional and efficient cleaning for your home. Whether you need pressure washing, house washing, roof cleaning, or solar panel cleaning, MJK Solutions has got you covered. Our soft washing method ensures thorough cleaning without causing any damage to your surfaces. We understand the importance of maintaining your home's exterior, and we strive to leave your property looking clean and new.

Ameriprise Financial, Mirkovic, Lambert & Associates is a comprehensive financial institution located at 125 Wolf Road in Albany, New York, United States. Specializing in ATM services, finance, and insurance agency, our team of Ameriprise advisors are dedicated to helping clients achieve their financial goals. Each advisor at Ameriprise has their own "Top areas of focus" to cater to the specific needs of their clients. By reviewing the results based on your location search, you can find an advisor whose approach aligns best with your financial goals. You can also learn about their backgrounds, credentials, and experience to ensure you are making the right choice for your financial future.

Tennant Financial - Northwestern Mutual is a reputable finance and insurance agency located at 4 Rosell Drive in Ballston Lake, New York, United States. With a strong commitment to helping clients achieve financial security and peace of mind, the institution offers a wide range of services including investment planning, retirement planning, life insurance, disability income insurance, and long-term care insurance. Their team of experienced professionals is dedicated to providing personalized solutions tailored to meet the unique needs and goals of each client. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Tennant Financial - Northwestern Mutual is here to help you every step of the way.

Mark L Fine, CLU, ChFC, CFP, CASL is a renowned financial institution located at 1 Northwestern Boulevard in Albany, New York, United States. Specializing in insurance and financial planning, they offer a wide range of services to help individuals and businesses achieve their financial goals. With a team of highly skilled and certified professionals, including Chartered Life Underwriters, Chartered Financial Consultants, Certified Financial Planners, and Chartered Advisor for Senior Living, clients can trust in their expertise and experience. Whether you are looking for retirement planning, investment advice, or insurance solutions, Mark L Fine, CLU, ChFC, CFP, CASL is dedicated to providing personalized and comprehensive financial services to meet your needs.

Scott Gordon - Prudential Financial is a well-established finance and insurance agency located at 125 Wolf Road in Albany, New York, United States. With a strong reputation for providing top-notch financial and insurance services, the institution is known for its expertise in helping clients achieve their financial goals and secure their futures. Whether you are looking for investment advice, retirement planning, or insurance coverage, the professionals at Scott Gordon - Prudential Financial are dedicated to providing personalized solutions tailored to your specific needs. Visit them today to start planning for a secure financial future.

Daniel Harney - Prudential Financial is a reputable finance and insurance agency located at 125 Wolf Road in Albany, New York, United States. With a strong focus on providing personalized financial solutions to clients, the institution offers a wide range of services including investment planning, retirement planning, insurance coverage, and wealth management. The team at Daniel Harney - Prudential Financial is dedicated to helping individuals and businesses achieve their financial goals and secure their futures. With a commitment to excellence and a track record of success, this institution is a trusted partner for all your financial needs.

Ameriprise Financial is a renowned finance institution located at 4 Atrium Drive in Albany, New York, United States. With a strong presence in the financial industry, Ameriprise Financial offers a wide range of services including financial planning, investment management, retirement planning, and insurance solutions. Their team of experienced professionals are dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Ameriprise Financial is committed to providing personalized and comprehensive financial solutions to meet your needs.

Nicely Done Cleaning Professionals Inc, located at 70 East Sunrise Highway, Valley Stream, New York, is more than just a cleaning company. Established in 2020, we are dedicated to transforming spaces and lives. Our team of trustworthy professionals offers comprehensive cleaning solutions for residential and commercial spaces, tailored to individual needs. Fully insured and bonded, we prioritize your safety and property security. With a focus on open communication and personalized service, we ensure your satisfaction throughout. Our customers rave about our meticulous cleaning services and professional staff. Contact us today for a positive impact on your space and life.

Maids.com is a personalized cleaning service located in Schenectady, New York, United States. Our team is dedicated to making your life easier by providing cleaning services that fit your budget and lifestyle. With nearly 200 locations in the U.S. and Canada, we match you with trusted cleaning teams near you to ensure a thorough job every time. Our proprietary 22-Step Cleaning Process guarantees the cleanest home possible, allowing you to relax and enjoy more moments of joy. Whether you need a one-time cleaning, seasonal deep cleaning, or scheduled residential cleaning services, we have a plan that fits your needs. We also offer commercial cleaning services for businesses looking to maintain a clean environment without the hassle.

Equilibrium Accounting & Tax, LLC is a personalized tax and accounting service located at 529 French Road, Cheektowaga, New York. Since 2015, the institution has been offering expert tax and accounting services, specializing in helping clients navigate the complexities of the tax code. As an Enrolled Agent, the institution is equipped to handle various tax issues and provide guidance to avoid future problems. In addition to tax and accounting services, Equilibrium Accounting & Tax, LLC also offers outsourced CFO services to help businesses operate smoothly and efficiently, ultimately reducing tax bills and expenses. Whether you need representation for tax debt resolution, audit assistance, or simply professional tax filing services, the institution is dedicated to providing worry-free solutions.

SPINNENWEBER PFV LLC. is a store located at 79 Old US Route 9W in Port Ewen, New York. This institution offers a wide range of products for fishing enthusiasts, including fishing rods, reels, lures, tackle, and accessories. With a focus on quality and customer satisfaction, SPINNENWEBER PFV LLC. is a go-to destination for anyone looking to gear up for their next fishing adventure. Visit us today and discover everything you need to reel in the big catch!

VanDyke Agency LLC is a reputable real estate agency located at 220 West State Street in Olean, New York. Our team of experienced real estate professionals is dedicated to helping clients buy, sell, and rent properties in the area. With a focus on customer service and attention to detail, we strive to make the real estate process as smooth and stress-free as possible for our clients. Whether you are looking to find your dream home, sell your current property, or invest in real estate, VanDyke Agency LLC is here to help you every step of the way. Contact us today to learn more about our services and how we can assist you with your real estate needs.

Shine On is a general contractor located at 499 Knapp Road, Akron, New York, United States. Ready to transform your outdoor space? Shine On has the ability and expertise to turn your vision into reality. Your dream outdoor space is just a phone call away. We offer the best recurring, first-time, and combination deals to ensure your property will be transformed at the best rate for you! We are licensed and insured professionals. Pressure washing, also known as power washing, is a highly efficient and eco-friendly method of cleaning and revitalizing various surfaces. Your trees deserve the best care, and we’re dedicated to providing just that. Let us help you preserve the beauty and vitality of your trees while enhancing the overall appeal of your landscape.

Akbar Travels of India Limited is a renowned travel agency located at 1594 Hillside Avenue, New Hyde Park, New York, United States. Specializing in providing a wide range of travel services, including flight bookings, hotel reservations, tour packages, and visa assistance, Akbar Travels is dedicated to ensuring a seamless and memorable travel experience for its clients. With a team of experienced professionals and a commitment to customer satisfaction, Akbar Travels of India Limited is the go-to destination for all your travel needs.

Gun Hill Main Street Group Holdings LLC is a leading institution in the accounting, finance, and insurance industry. Located at 254 East Gun Hill Road in New York, United States, this group is dedicated to providing top-notch financial services to their clients. Whether you need assistance with accounting, financial planning, or insurance coverage, Gun Hill Main Street Group Holdings LLC has the expertise and resources to help you achieve your financial goals. With a team of experienced professionals, they are committed to delivering exceptional service and personalized solutions to meet the unique needs of each client. Trust Gun Hill Main Street Group Holdings LLC to handle all your financial needs with professionalism and integrity.

John A. Baldi CPA is a reputable accounting, finance, and insurance agency located at 200 Motor Parkway in Hauppauge, New York. With years of experience in the industry, the institution offers top-notch financial services to individuals and businesses alike. Their team of certified public accountants is dedicated to providing expert advice and personalized solutions to help clients achieve their financial goals. Whether you need assistance with tax preparation, financial planning, or insurance coverage, John A. Baldi CPA is the go-to institution for all your financial needs. Visit them today to see how they can help you secure a brighter financial future.

Mark Wang, CFA, CPA, CFP, FRM is a leading institution in the field of accounting, finance, and insurance located at 1120 6th Avenue, New York, New York, United States. With a team of highly qualified professionals, including Certified Public Accountants, Chartered Financial Analysts, Certified Financial Planners, and Financial Risk Managers, the institution offers top-notch services in financial planning, investment management, risk assessment, and insurance solutions. Whether you are an individual looking for personalized financial advice or a business seeking comprehensive accounting services, Mark Wang, CFA, CPA, CFP, FRM is dedicated to helping clients achieve their financial goals with expertise and integrity.

Howard Hanna Hornell is a premier institution located at 83 Main Street in Hornell, New York. As a full-service finance, insurance, and real estate agency, we provide expert guidance and support for all your financial and housing needs. Our experienced team is dedicated to helping clients achieve their goals and secure their financial future. Whether you're looking to buy or sell a home, explore insurance options, or plan for your financial future, Howard Hanna Hornell is here to help every step of the way. Visit us today to experience the difference our personalized service can make.

Sader Agency is a reputable insurance agency located at 302 West Sullivan Street in Olean, New York. With years of experience in the industry, we provide a wide range of insurance services to meet the needs of our clients. Our knowledgeable agents are dedicated to helping you find the right coverage for your home, auto, business, and more. Contact us today for personalized insurance solutions you can trust.

Mr. Plumber Inc. is a reliable and quality plumbing institution located at 803 Vincent Avenue, New York, United States. Specializing in plumbing services for all of NY and NJ, we are a family-owned and operated business that takes a personal approach to every job. Our team of licensed master plumbers is available 24/7 for emergency repairs and services. With a commitment to honesty and integrity, we strive to exceed expectations on every project. Whether you need a small faucet installation or a complete sewer line replacement, we offer a wide range of residential and commercial plumbing services. Our trained technicians are equipped to handle any job, big or small.

Mr. Plumber Inc is a reliable and quality plumbing institution located at 354 Front Street, New York, United States. Specializing in plumbing services for all of NY and NJ, we are a family-owned and operated business with a personal approach to every job. Our licensed master plumbers are available 24/7 for emergency repairs, ensuring that your plumbing needs are met promptly and efficiently. We pride ourselves on operating with honesty and integrity, and value our customers so much that we strive to build long-lasting relationships with each one. From simple faucet installations to complete sewer line replacements, we offer a wide range of residential and commercial plumbing services to meet your needs. Our trained technicians are equipped to handle any job, no matter the size.

Farm Credit East is a leading financial institution located in Watertown, New York, specializing in providing accounting, banking, and finance services to farmers, agribusinesses, and rural communities in the United States. With a strong focus on supporting agricultural operations and rural development, Farm Credit East offers a wide range of financial products and services tailored to meet the unique needs of its clients. Whether you are looking for loans, insurance, or financial planning assistance, Farm Credit East is dedicated to helping you achieve your financial goals and succeed in the agricultural industry.