TOP 30 Personalized investment planning strategies in New York, New York

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Welcome to Leatherstocking Group, Inc., your trusted financial partner located in the heart of Cooperstown, New York. Situated at 20 Chestnut Street, we specialize in delivering tailored financial solutions to meet the unique needs of our clients. Our team of experienced professionals is dedicated to providing comprehensive financial services, including investment management, retirement planning, and wealth advisory. At Leatherstocking Group, Inc., we prioritize building lasting relationships with our clients, ensuring personalized attention and guidance every step of the way. Whether you're planning for the future or seeking to optimize your financial strategy, we are here to help you achieve your goals with confidence and clarity. Visit us today and discover how we can empower your financial journey.

Welcome to Wells Fargo Advisors, your trusted partner in financial planning and investment management located in the heart of Oneonta, New York. Situated at 5520 New York 7, our office is dedicated to providing personalized financial solutions to help you achieve your investment goals and secure your financial future. Our team of experienced financial advisors is committed to understanding your unique needs and offering tailored strategies that align with your aspirations. Whether you're planning for retirement, saving for education, or looking to grow your wealth, Wells Fargo Advisors is here to guide you every step of the way. Visit us today and discover how we can assist you in navigating the complexities of the financial world with confidence and clarity.

Welcome to Edward Jones - Financial Advisor: Jody L DiStefano, your trusted partner in financial planning located at 762 New York 28, Oneonta, New York 13820. As a dedicated financial advisor, Jody L DiStefano is committed to helping you achieve your financial goals through personalized services and expert guidance. At Edward Jones, we understand the importance of protecting your personal data. For details on how we use and safeguard your information, please visit our Privacy and Security page. Our commitment is to provide you with tailored services, relevant content, and personalized offers, while also enhancing our marketing and research efforts to better serve you.

Welcome to Edward Jones - Financial Advisor: Kyle B Velte, located at 41 South Main Street, Oneonta, New York. As a trusted local financial service provider, we are dedicated to helping you achieve your financial goals with personalized strategies tailored to your unique needs. At Edward Jones, we prioritize your privacy and security. For detailed information on how we use and protect your data, please visit our Privacy and Security page. We utilize the information collected to offer personalized services, content, and offers, enhancing your experience with us and tailoring our marketing and research efforts to better serve you.

Welcome to Edward Jones - Financial Advisor: Zachary D. Brown, located at 41 South Main Street, Oneonta, New York. As a dedicated financial advisor, Zachary D. Brown is committed to helping you plan and achieve your financial goals. Whether you're just starting on your financial journey or looking to refine your existing strategy, we offer a range of personalized services tailored to your unique needs. At Edward Jones, we prioritize your privacy and security. We utilize the information we collect to deliver personalized services, content, and offers, as well as to enhance our marketing and research efforts. For more details on how we use and protect your data, please visit our Privacy and Security page.

Welcome to Matthew Campbell - Prudential Financial, your trusted partner in securing your financial future. Located conveniently at 499 Main Street, Franklin, New York, we specialize in providing comprehensive financial and insurance solutions tailored to meet your unique needs. Our dedicated team is committed to helping you achieve your financial goals through personalized strategies and expert guidance. Whether you're planning for retirement, investing for the future, or seeking the right insurance coverage, we offer a wide range of services to help you navigate the complexities of financial planning. At Matthew Campbell - Prudential Financial, we pride ourselves on our client-focused approach, ensuring that you receive the attention and support you deserve.

Welcome to Expert Capital Investment, your trusted partner in financial growth and stability, located on Meredith Street, Delhi, New York. We specialize in providing expert financial services tailored to meet the unique needs of our clients. Whether you're an individual looking to secure your financial future, a business seeking investment opportunities, or an organization aiming to optimize your financial strategies, our team of experienced professionals is here to guide you every step of the way. At Expert Capital Investment, we pride ourselves on delivering personalized financial solutions that align with your goals and aspirations. Our comprehensive range of services includes investment management, financial planning, asset allocation, and risk management, all designed to help you achieve financial success.

Welcome to Ryan Millard at Coldwell Banker Prime Properties, your go-to destination for exceptional real estate services in the heart of New York. Conveniently located at 8233 Park Ridge Path, New York 13090, Ryan Millard is renowned for his unparalleled expertise and dedication to his clients. Whether you're a first-time homebuyer or looking to sell your property, Ryan is here to guide you every step of the way. With a wealth of knowledge and a commitment to excellence, Ryan has earned a reputation as the best in the business. His clients rave about his professionalism, resilience, and personalized approach, making him not just an agent, but a trusted friend in the real estate journey. Ryan’s background in Criminal Justice from the University at Albany, coupled with his extensive experience in real estate, equips him with the skills to navigate even the most challenging markets.

Welcome to Anita Bryan, Licensed Associate Real Estate Broker, your trusted partner in navigating the dynamic real estate market in Cortland, New York, and the surrounding areas. Conveniently located at 185 Clinton Avenue, our agency is committed to providing exceptional service and personalized guidance to help you achieve your real estate goals. With years of experience and a deep understanding of the local market, Anita Bryan is dedicated to offering expert advice and tailored solutions for both buyers and sellers. Whether you're searching for your dream home, looking to invest, or planning to sell your property, we prioritize your needs and work tirelessly to ensure a smooth and successful transaction.

Welcome to Coastal Allocations LLC Located in the heart of Syracuse, New York, Coastal Allocations LLC is your trusted partner in finance and real estate. Situated at 216 Clover Ridge Drive, our agency is dedicated to providing exceptional service to meet all your real estate and financial needs.

Welcome to Superplumbers Long Island Ltd. Located at 4390 Nesconset Highway, Port Jefferson Station, New York, Superplumbers Long Island Ltd. is your trusted local expert for comprehensive plumbing and heating services. We understand that your home is your sanctuary, and we are committed to ensuring it remains comfortable, functional, and free of issues.

Welcome to Metro Crown Realty Sales and Appraisal Corporation, your trusted family-owned real estate agency located at 2361 Bowen Road, Elma Center, New York. Proudly serving Western New York since 1955, we are dedicated to helping you navigate the exciting yet complex journey of buying or selling a home. At Metro Crown Realty, we understand that purchasing or selling a property is one of the most significant decisions you'll ever make. Our team of experienced agents and brokers are experts in customizing home searches to fit your specific needs and lifestyle desires. We employ the most effective search tools available to ensure you find your dream home and are there to celebrate with you when you receive the keys.

Welcome to Harry "Zvi" Allman | Licensed Real Estate Salesperson, your premier destination for exceptional real estate services located at 400 Rella Boulevard, Montebello, New York. At Hudson Valley Realty Center, we pride ourselves on being a full-service concierge real estate business, offering a comprehensive range of services to meet all your real estate needs. With a dedicated team boasting 25 years of experience, we are committed to serving not only the Hudson Valley but also various states along the East Coast. Discover the hottest homes on the market with our expertly curated listings. Whether you're buying, selling, or investing, we understand that your time is valuable, and our goal is to provide personalized service, strategic planning, and tactical efforts that deliver the best results for you. Our vision is to be recognized by our clients for delivering timely outcomes and by the community for our dedication to making it a better place to live.

Welcome to Angely Herrera Real Estate Agency, your trusted partner in finding the perfect home or property in Bronxville, New York, and the surrounding areas. Conveniently located at 850 Bronx River Road, Bronxville, our agency is dedicated to providing exceptional real estate services tailored to meet the unique needs of each client. At Angely Herrera, we understand that buying or selling a property is a significant decision. Our team of experienced and knowledgeable real estate professionals is committed to guiding you through every step of the process with personalized attention and expert advice. Whether you're a first-time homebuyer, looking to invest, or planning to sell your property, we offer a comprehensive range of services to ensure a seamless and successful transaction.

Welcome to The Severino Group, your trusted real estate agency located at 173 Huguenot Street, New Rochelle, New York. At The Severino Group, we believe that every property has a unique story, and we specialize in telling those stories. Whether you are looking to sell, buy, or invest, our expert team is here to guide you through every step of the process. We take pride in our deep knowledge of New York’s real estate market, including its hidden art galleries and museums, and we excel in mastering pricing strategies for a quick sale. Our clients’ testimonials speak volumes about our commitment and expertise. Anthony, one of our seasoned agents, consistently delivers exceptional results, executing plans effectively and achieving sales above asking prices in record time. Our clients often express their satisfaction with the seamless experiences we provide, setting high expectations for future real estate transactions.

Welcome to Albanell Realty Corp Located in the heart of The Bronx at 1450 Ericson Place, Albanell Realty Corp is your trusted partner in navigating the dynamic world of real estate and finance. With a deep-rooted commitment to excellence and a personalized approach, we have established ourselves as a premier real estate agency serving the diverse needs of our community.

Welcome to Lovett Realty, your trusted real estate agency located at 109-15 14th Avenue, Queens, New York 11356. At Lovett Realty, part of The Lovett Group, we pride ourselves on offering a uniquely personalized real estate experience that is tailored to meet the individual needs of each client. Our team is dedicated to developing and implementing comprehensive strategies that align with your specific priorities and goals, ensuring a successful real estate journey from start to finish. Our approach is what sets us apart in the industry. Led by Ines Guerra, who embodies a proactive and informed mindset, we are always ready to seize opportunities that benefit our clients. This commitment to personalized service and strategic planning not only distinguishes Lovett Realty but also positions you for success.

Welcome to Du Rite Realty Co, your trusted partner in navigating the dynamic world of real estate and finance. Conveniently located at 168-01 26th Avenue, Queens, New York, we are proud to serve the vibrant community of Queens and the greater New York area. At Du Rite Realty Co, we specialize in providing personalized real estate solutions tailored to meet your unique needs. Whether you are buying, selling, or renting a property, our experienced team is committed to guiding you every step of the way. Our deep understanding of the local market, combined with our extensive network, ensures that you receive the best opportunities and expert advice.

Welcome to Morgan Manhattan Team, your trusted partner in navigating the dynamic real estate landscape of New York City. Conveniently located at 387 Park Avenue South, Manhattan, New York, we are a dedicated team of experienced real estate professionals committed to delivering exceptional service and personalized attention to each of our clients. Led by industry veterans like Brian Morgan, a New York City resident since 1999, our team is renowned for its dedication, tenacity, and professionalism. Brian joined Citi Habitats in 2005 and quickly made his mark by earning the Rookie of the Year award in 2006, followed by multiple Platinum Awards from 2006 to 2010. His expertise and client-focused approach have helped countless individuals and families find their dream homes and investment properties in the city.

Welcome to CENTURY 21 Milestone Realty, your premier real estate agency located at 148-31 Hillside Avenue, Queens, New York. As proud members of the world's largest real estate organization, Century21 Real Estate LLC, we are committed to helping you achieve your real estate dreams with unmatched expertise and dedication. Founded in May 2001 by Principle Broker John Ma and Broker Victor Banks, CENTURY 21 Milestone Realty is built on over 60 years of combined real estate experience. Our team consists of more than 85 full-time sales agents who are passionate about guiding you through every step of the buying or selling process. Whether you're a first-time buyer or a seasoned seller, we promise to work tirelessly to meet your needs and exceed your expectations.

Welcome to Vanguard Real Estate Brokerage Group, your trusted partner in navigating the dynamic real estate market of Brooklyn, New York. Conveniently located at 197 Ralph Avenue, our agency is dedicated to providing exceptional service and expert guidance to both buyers and sellers in the local community. At Vanguard Real Estate Brokerage Group, we understand that buying or selling a property is more than just a transaction—it's a life-changing decision. Our team of experienced and knowledgeable real estate professionals is committed to delivering personalized solutions that meet your unique needs and goals. Whether you're a first-time homebuyer, looking to invest, or planning to sell your property, we offer comprehensive services to ensure a seamless and successful experience.

Welcome to Kurt Vikki Real Estate, your trusted partner in navigating the dynamic Brooklyn real estate market. Situated at 514 2nd Street, Brooklyn, New York 11215, our agency is renowned for delivering exceptional service and results, as reflected by our clients' glowing testimonials. Kurt Vikki, the heart of our agency, brings over 12 years of expertise in both residential and commercial real estate. Known for his integrity, authenticity, and tenacity, Kurt is a Certified Real Estate Analyst (CREA), offering unparalleled insights and negotiation skills to ensure you get the best value for your property.

Welcome to LIREIA (Long Island Real Estate Investor Associations), your premier destination for real estate investing success on Long Island and beyond. Located at 5018 Express Drive South, Lake Ronkonkoma, New York, LIREIA is more than just a real estate agency; it is a thriving community dedicated to empowering both new and seasoned investors with the knowledge, resources, and connections needed to excel in the real estate market. At LIREIA, we believe that real estate investing is a team sport. Our mission is to provide a supportive and educational environment where you can gain the insights and skills necessary to grow your real estate portfolio. With over a decade of experience, our mentoring program has successfully guided over 200 investors, with many transitioning to full-time investing careers.

Welcome to Mariah Mills North Fork Real Estate, a premier real estate agency located at 114 Main Street, Greenport, New York. As one of the leading real estate advisors on the North Fork of Long Island, Mariah Mills has established a stellar reputation with over $275 million in sales volume. Her exceptional achievements have earned her top industry accolades, including being ranked among "America’s Best," a distinction reserved for the top half of 1% of the 1.4 million licensed real estate agents nationwide. Additionally, Mariah is a proud member of the prestigious "Gold Circle of Excellence" group, which recognizes the top 10% of sales associates within Daniel Gale Sotheby’s International Realty. Mariah’s success stems from her comprehensive market knowledge, keen negotiation skills, and innovative marketing & digital strategies. She conducts her business with integrity and a modern twist, consistently creating opportunities for her clients to maximize their investments. Her unique and strategic approach is designed to build awareness and affinity for both herself and the properties she represents, ensuring each home enters the market with full force.

Welcome to the online home of Stephen Karl, Real Estate Salesperson at Daniel Gale Sotheby's International Realty, located at 114 Main Street, Greenport, New York 11944. With a deep-rooted passion for the North Fork and extensive experience in sales and service, Stephen is committed to helping you find your ideal home or connecting you with the right buyer for your property. Stephen's journey began on the North Shore of Long Island and evolved through his tenure with the New York Mets, where he honed his skills in listening, providing exceptional service, and achieving goals. His love for the North Fork started with a romantic getaway and quickly grew into a permanent residence for him and his family, allowing him to fully embrace the community and lifestyle.

Welcome to Simon The Broker, your trusted partner in real estate located at 6 Long Wharf, Sag Harbor, New York. As a premier real estate agency, we specialize in navigating the luxury market in The Hamptons, offering deep insights and unparalleled expertise to both buyers and sellers. Our offerings include exquisite properties such as a 4-bedroom, 3-bath home featuring a spacious 2000 sq. ft. layout and a 16x32 pool, and a stunning 2-bedroom, 2-bath waterfront property spanning 1200 sq. ft. We're committed to staying ahead of industry trends through innovative strategies and a deep understanding of the local market.

Welcome to Monique Chauhan LMHC, PLLC, your sanctuary for healing and personal growth in the heart of Midtown Manhattan. Located at 99 Madison Ave Suite 5013, New York, NY 10016, Monique Chauhan offers a compassionate and personalized approach to mental health and well-being. As a Licensed Mental Health Counselor in both New York and New Jersey, Monique specializes in helping individuals navigate the complexities of modern life, offering support for those who feel like they're quietly struggling despite outward appearances. Monique's practice is rooted in the understanding that, in today's social media-driven world, many people feel like imposters, overwhelmed by high work demands, family pressures, and complicated relationships. Her expertise in treating anxiety, depression, bipolar disorder, ADHD, and relationship issues allows her to offer a specialized niche for clients facing these often-co-occurring challenges. Utilizing Cognitive Behavioral Therapy, Self-Compassion, and Mindfulness strategies, Monique collaborates with clients to develop actionable plans that reduce feelings of isolation and foster a meaningful, successful life.