TOP 30 Personalized wealth advising in New York City, New York

Welcome to Merrill Lynch Financial Advisor Joseph Gaviola's office, located at 57 Hampton Road, Southampton, New York. As a dedicated financial advisor, Joseph Gaviola is committed to helping you navigate the complexities of wealth management with personalized strategies tailored to your unique financial goals. At Merrill Lynch, we provide access to a wide range of investment solutions alongside the banking convenience of Bank of America. Our approach begins with a deep understanding of your financial picture, ensuring that the strategies we develop are as flexible and dynamic as today's ever-changing market conditions. We focus on what matters most to you, crafting a personalized plan to help you and your family pursue your financial aspirations while managing investment risk.

Welcome to Merrill Lynch Financial Advisor Michael Gray, located at 57 Hampton Road, Southampton, New York. As a dedicated financial advisor, Michael Gray offers a comprehensive suite of investment solutions through Merrill and banking products from Bank of America. Our mission is to build and preserve wealth for our clients by understanding their unique financial goals and providing personalized, high-quality investment advice. At Merrill Lynch, we focus on creating tailored financial strategies that align with your risk tolerance, time horizon, and liquidity needs. By leveraging our deep knowledge and experience, we aim to help you navigate the complexities of the financial markets and make informed decisions that can shape a prosperous future for you and your family.

Welcome to George Kreuscher - Financial Advisor, Ameriprise Financial Services, LLC, located at 1673 County Road 39, Southampton, New York. We are your trusted partner in financial planning and investment management, dedicated to helping you achieve your financial goals with personalized strategies and expert advice. George Kreuscher brings a wealth of knowledge and expertise to the table, holding numerous prestigious certifications and designations that highlight his commitment to excellence and professional growth in the financial services industry. As an Accredited Asset Management Specialist (AAMS™), George adheres to a strict code of ethics and applies investment concepts to real-world situations, ensuring your assets are managed effectively.

Welcome to The Luss Group, Inc., your trusted partner for comprehensive insurance and financial services located at 45 Main Street, Southampton, New York. Serving the Hamptons and beyond, we specialize in financial planning and insurance solutions tailored to meet your unique needs. Led by Kevin A. Luss, CFP, ChFC, our team is committed to providing expert guidance and personalized strategies to help you achieve your financial goals. As a registered representative, Kevin offers securities, investment advisory, and financial planning services through MML Investors Services, LLC, a member of SIPC.

Welcome to TD Bank at 115 Montauk Highway, Westhampton Beach, NY 11978. As your local bank and financial partner, we offer a comprehensive range of services to meet all your banking needs. Our dedicated Relationship Managers and team of wealth professionals are here to provide expert advice on private banking, credit, investment, and financial planning. Whether you're looking to buy a home, build, renovate, or refinance, our local mortgage loan officers are ready to guide you through the mortgage process. Simply call to schedule a consultation and get prequalified.

Welcome to Oppenheimer & Co. Inc., located at 11A Sunset Avenue, Westhampton Beach, New York. As a leading global financial institution, we specialize in Wealth Management, Capital Markets, and Investment Banking solutions. Since 1881, we have been crafting customized strategies to meet the unique goals of our clients, leveraging our extensive experience, resources, research, and knowledge to make a positive impact on society and improve our communities. Our team of dedicated Financial Professionals is here to guide you through all your wealth management needs. With a focus on delivering deep insight and expertise in financial planning, we drive investment ideas and opportunities to help you achieve your personal goals. At Oppenheimer, we pride ourselves on our powerful thinking—whether it's providing unmatched expertise for municipalities, institutions, and emerging growth companies, or offering strategic advisory and capital market strategies backed by over a century of industry expertise.

Welcome to Citizens Bank ATM, conveniently located at 71 East Main Street, Canton, New York 13617. At Citizens Bank, we understand that managing finances is an essential part of life’s journey. Our ATM services are designed to provide you with easy access to your funds, ensuring your financial needs are always in check. Whether you're preparing for college, looking to maximize your earning potential, or planning for the future, Citizens Bank offers comprehensive financial solutions tailored for every stage of life. Our innovative services, like Citizens FastLine®, allow you to secure a Home Equity Line of Credit quickly and easily, with no impact on your credit score.

Welcome to Bank of America, located at 5701 Horatio Street, Utica, New York 13502. As a leading financial institution, we are dedicated to offering a comprehensive range of banking and financial services tailored to meet your needs. Whether you're looking for personal banking options, investment opportunities, or wealth management solutions, our team is here to support you every step of the way. Embrace the convenience and flexibility of Bank of America Advantage Banking, designed to help you manage your finances with ease. For those looking to grow their wealth, our expert advisors at Bank of America Private Bank can guide you through the complexities of substantial wealth management. Additionally, our partnership with Merrill provides access to a variety of investment products, keeping in mind that investing in securities involves risks and potential financial loss.

Welcome to Nicholas J Calogero - Morgan Stanley, your trusted partner in financial planning and wealth management, located conveniently at 106 Business Park Drive, Utica, New York. As a premier provider of comprehensive financial services, we are committed to helping you achieve your financial goals with personalized strategies tailored to your unique needs. At Nicholas J Calogero - Morgan Stanley, we understand that financial success requires careful planning and expert guidance. Our team of experienced financial advisors is dedicated to offering a wide range of services, including investment management, retirement planning, estate planning, and more. We pride ourselves on building lasting relationships with our clients, ensuring that we are there to support you through every stage of your financial journey.

Pendulum Property Group: Your Trusted Real Estate Partner in Mamaroneck, NY Welcome to Pendulum Property Group, located at 15 Wagon Wheel Road, Mamaroneck, New York 10543. As a premier real estate agency, we are dedicated to delivering greater value through our client-first approach. Our team acts as advisers, not salespeople, providing unique market insights to help you make informed decisions, backed by outstanding client service.

Welcome to Vision Real Estate NY, your trusted partner in navigating the dynamic real estate market of New York. Conveniently located at 111-07 101st Avenue, Queens, New York 11419, we proudly serve the vibrant communities of Kings (Brooklyn), Queens, and Nassau County. With over 15 years of combined experience, our team is dedicated to achieving your real estate goals by blending innovative strategies with timeless values. Whether you're buying, selling, or renting, Vision Real Estate NY offers comprehensive services across all property types, including residential and commercial spaces. Our expert agents, like Avnish Kumar, bring high integrity, professionalism, and a wealth of knowledge to every transaction, ensuring a smooth and rewarding experience for our clients.

Welcome to K & P Realty Services, Inc., your trusted partner in navigating the complex world of accounting, finance, insurance, real estate, and travel. Conveniently located at 8410 Jamaica Avenue in the heart of Queens, New York, we are dedicated to providing comprehensive and personalized services to meet all your professional and personal needs. At K & P Realty Services, Inc., our team of experienced professionals is committed to delivering exceptional service and tailored solutions that ensure your financial well-being and peace of mind. Whether you're looking to optimize your financial portfolio, secure the right insurance coverage, buy or sell real estate, or plan a memorable travel experience, we have the expertise to guide you every step of the way.

Welcome to Steven Segretta - Real Estate at Brown Harris Stevens, your trusted partner in navigating the vibrant and dynamic real estate market of Brooklyn, New York. Located at 160 7th Avenue, Brooklyn, NY 11215, Steven Segretta is a licensed real estate salesperson with a reputation for excellence, commitment, and personalized service. With extensive experience in both New York and New Jersey, Steven Segretta specializes in helping clients buy and sell properties with confidence and ease. Whether you're a first-time homebuyer or a seasoned investor, Steven’s deep knowledge of the Park Slope area and his financial expertise provide invaluable insights to make informed decisions. His dedication to client satisfaction is reflected in the glowing testimonials from previous clients who commend his thorough communication, responsiveness, and genuine care throughout the real estate process.

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 the online home of Catherine Wallack, your dedicated real estate professional at Daniel Gale Sotheby's International Realty, located at 77 Main Street, Northport, New York 11768. Catherine Wallack brings a unique blend of artistic vision and real estate expertise to the North Shore of Long Island, a region she knows intimately having been born and raised here. With a Bachelor’s degree in Fine Arts from Parsons School of Design and extensive experience in the contemporary art world, Catherine has honed her skills in property management, photography, staging, and marketing. Catherine’s career journey took her from the vibrant art scenes of Florida and Los Angeles to managing investment properties for renowned artist and real estate investor, Martínez Celaya. This experience sparked her passion for real estate, where she seamlessly integrates her artistic eye with her real estate acumen. Now back in her beloved hometown, Catherine is thrilled to help others find their dream homes, supported by her deep knowledge of fine art, interior design, and architecture.

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 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 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.