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

Aaron Wolson, Branch Manager at Ameriprise Financial Services, LLC, located on 1001 Franklin Avenue in Garden City, New York, is dedicated to providing personalized financial advice to help clients prepare for their financial goals. Ameriprise Financial has been recognized as one of Investor’s Business Daily’s Most Trusted Wealth Managers. Aaron Wolson offers a complimentary initial consultation to discuss financial planning concepts and help clients feel more confident and in control of their financial lives. Securities are offered through Ameriprise Financial Services, LLC, a registered investment adviser, with member FINRA and SIPC. Aaron Wolson may conduct securities business with residents of certain states, as listed on FINRA's BrokerCheck website. Contact Aaron Wolson today to start planning for your financial future.

Merrill Lynch Financial Advisor Walter C Szturma is a finance institution located at 1325 Franklin Avenue, Garden City, New York, United States. Walter has been with Merrill since 1978, bringing with him a wealth of experience from his time at the New York Stock Exchange. His disciplined and creative approach to financial advising has helped him build successful relationships with families and businesses. With a background in music and entrepreneurship, Walter offers personalized recommendations that prioritize the needs and goals of his clients. He leverages the resources at Merrill Lynch Wealth Management to provide a wide range of investment options and services tailored to each client's lifestyle and objectives. As a dedicated Rotarian and community leader, Walter has a strong commitment to giving back and has served on numerous non-profit boards. He has also mentored students and lectured at various educational institutions. Walter's academic achievements have been recognized by international honor societies, and he continues to stay active in the economic community as a participating voting member of the American Economic Association.

Akira Kido - Morgan Stanley is a prestigious finance institution located at Two Jericho Plaza in Jericho, New York, United States. With a strong reputation for excellence in financial services, Akira Kido - Morgan Stanley offers a wide range of investment and wealth management solutions to clients. Their team of experienced professionals is dedicated to providing top-notch financial advice and strategies to help clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or manage your wealth, Akira Kido - Morgan Stanley is committed to delivering personalized and high-quality financial services.

Merrill Lynch Financial Advisor Peggy Mahoney is a trusted finance institution located at 300 Broadhollow Road, Melville, New York, United States. Peggy Mahoney is an accessible, knowledgeable, and experienced financial advisor who is dedicated to building strong relationships with her clients. With over 25 years of experience advising small business owners, nonprofit institutions, and high net worth individuals, Peggy Mahoney brings a unique disciplined high touch approach to her practice. She focuses on building deep connections with her clients and being the center of their household's financial decision-making team. Peggy Mahoney graduated from Queens College with a degree in Accounting and has a passion for helping clients make important financial decisions. She offers a comprehensive approach to managing wealth by getting to know her clients, their families, financial situations, and what matters most to them. By providing access to the investment insights of Merrill and the banking convenience of Bank of America, Peggy Mahoney helps address various aspects of her clients' financial lives.

Maria G DeGennaro is a financial advisor at Ameriprise Financial Services, LLC located at 445 Broadhollow Road in Melville, New York, United States. She offers personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Maria documents goals, regularly reviews progress, and adjusts strategies as life changes. Clients can access their investments and accounts securely from any device. If you have questions or want to schedule a complimentary initial consultation, contact Maria. Background and qualification information is available on FINRA's BrokerCheck website. The institution focuses on important goals such as retirement, education, and major purchases. Clients can explore the Retirement Interactive tool to address common retirement questions and challenges.

Prudential Financial is a renowned finance institution located at 60 Fire Island Avenue in Babylon, New York, United States. With a strong reputation for providing comprehensive financial services, Prudential Financial offers a wide range of products including insurance, investment, retirement planning, and wealth management solutions. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking for insurance coverage, investment advice, or retirement planning, Prudential Financial is committed to delivering personalized and reliable financial services to meet your needs.

Merrill Lynch Financial Advisor Robert P Ernesto is a reputable finance institution located at 900 South Avenue in New York, United States. With a focus on providing expert financial advice and guidance, clients can trust in the expertise and professionalism of Robert P Ernesto and his team. Whether you are looking to invest, plan for retirement, or manage your wealth, Merrill Lynch Financial Advisor Robert P Ernesto is dedicated to helping you achieve your financial goals.

Kirkland Asset Management is a leading finance institution located at 3500 Main Street in Amherst, New York, United States. Specializing in wealth management, investment advising, and financial planning, Kirkland Asset Management is dedicated to helping clients achieve their financial goals. With a team of experienced professionals and a commitment to personalized service, Kirkland Asset Management is a trusted partner for individuals and businesses looking to grow and protect their assets.

West Branch Capital LLC is a finance and local government office located at 300 International Drive in Buffalo, New York, United States. As an independent fee-only, SEC Registered Investment Adviser, we have been recognized by the Financial Times 300 Top Registered Investment Advisers and investor.com as a Trusted Firm. Our goal is to always act in the best interests of our clients and provide transparent and objective investment management services. We offer a full range of investment management services for individuals, institutions, and corporate retirement plan sponsors, including equities, fixed income, balanced portfolios, mutual funds, and more. Our clients come from diverse backgrounds and we tailor our services to meet their specific financial goals and needs.

Indiano Capital Management is a finance institution located at 120 Linden Oaks in Rochester, New York, United States. As a registered investment adviser, we specialize in meeting the investment needs of individuals, corporations, and non-profit organizations. Our services include individual portfolio management, where we work closely with clients to create personalized investment plans tailored to their specific goals, time horizons, and risk tolerances. Trust Indiano Capital Management to help you navigate the complexities of the financial markets and achieve your investment objectives.

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.

Jeffrey Miller is a financial advisor at Ameriprise Financial Services, LLC located at 4 Atrium Drive in Albany, New York, United States. With a focus on helping clients achieve their financial goals and preserve their assets, Jeffrey offers solutions and coverage options for various insurance needs such as health, life, disability, income, and long-term care. By preparing for the unexpected, clients can feel confident in protecting themselves and their loved ones. Potential clients can schedule a complimentary initial consultation to discuss financial planning concepts and learn more about how the team at S.M. Miller & Associates can help them reach their goals. Investment products and services are available through Ameriprise Financial Services, LLC, a registered investment adviser. Securities are offered by Ameriprise Financial Services, LLC, member FINRA and SIPC.

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.

Merrill Lynch Financial Advisor Paul J. Wilders is a finance institution located at 69 State Street, Albany, New York, United States. They offer access to a wide range of investment solutions from Merrill and banking products from Bank of America. With timely insights on market trends and the global economy, they help clients stay on track with their financial goals. By understanding each client's unique financial situation, they create personalized wealth management strategies to help clients pursue their goals. Merrill advisors provide access to investing insights and banking capabilities to help clients make informed decisions. Additionally, they offer a broad range of brokerage, investment advisory, and other services. It is important to consult legal and tax advisors before making any financial decisions. Merrill Lynch, Pierce, Fenner & Smith Incorporated is a registered broker-dealer, registered investment adviser, and a wholly owned subsidiary of Bank of America Corporation. Trust, fiduciary, and investment management services are provided by Bank of America, N.A., a Member FDIC, and a wholly owned subsidiary of Bank of America Corporation. Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC, and wholly owned subsidiaries of Bank of America Corporation.

H&R Block is a renowned accounting and finance institution located at 1900 New York 31 in Macedon, New York, United States. With a strong reputation for providing expert tax preparation services, financial advising, and accounting support, H&R Block is a trusted resource for individuals and businesses alike. Their team of experienced professionals is dedicated to helping clients navigate the complexities of tax laws and financial management, ensuring they receive the maximum benefits and savings possible. Whether you need assistance with filing your taxes, planning for retirement, or managing your business finances, H&R Block is the go-to institution for all your accounting and finance needs.

Gray & Gray and Associates CPAs, P.C. is a reputable accounting and finance institution located at One Main Street in Canton, New York, United States. With a team of experienced Certified Public Accountants, they provide a wide range of financial services including tax preparation, auditing, bookkeeping, and financial planning. Clients can trust in the expertise and professionalism of Gray & Gray and Associates CPAs, P.C. to help them navigate the complexities of their financial matters with confidence.

Barbara A. Hauser, CPA is a reputable accounting and finance institution located at 4535 Southwestern Boulevard in Hamburg, New York, United States. With a team of experienced professionals led by Barbara A. Hauser, a certified public accountant, the institution provides a wide range of financial services including tax preparation, auditing, bookkeeping, and financial consulting. Clients can trust Barbara A. Hauser, CPA for accurate and reliable financial advice and services to help them achieve their financial goals.

E G Edwards & Associates is a reputable accounting and finance institution located at 22312 Linden Boulevard in New York, United States. With a team of experienced professionals, they offer a wide range of services including financial planning, tax preparation, and investment management. Their dedication to providing personalized and high-quality services has earned them a strong reputation in the industry. Whether you are an individual or a business, E G Edwards & Associates is committed to helping you achieve your financial goals.

HSBC Bank is a leading financial institution located at 2911 Walden Avenue, Depew, New York, United States. As a bank and finance institution, HSBC offers a range of services to help you manage your money and make informed investment decisions. With the HSBC Mobile Banking App, you can make online transactions in eight different currencies through your Global Money Account. Whether you're looking to plan for the future, support sustainable projects, or embark on international adventures, HSBC has the expertise and resources to assist you. From deposit products to mortgage and home equity options, HSBC Bank USA, N.A. provides a variety of financial solutions to meet your needs. Download the HSBC US Mobile Banking App for a convenient banking experience on the go. Please note that certain products and services may not be available in all states or territories, and international clients should consult with a tax adviser for more information on U.S. taxation. HSBC is committed to providing a jargon-free approach to managing money and helping you achieve a healthier financial future.

Welcome to Alexandra Melara, RPA, part of Pediatric Associates of Watertown, where expert, holistic, and empathetic pediatric care is our promise to families in Watertown, New York. Conveniently located in the heart of the community, we specialize in providing nurturing healthcare for children from birth through college. At Pediatric Associates, we believe in treating every child as if they were our own. From the welcoming smiles at our front desk to our playful and attentive nurses, and the compassionate care of our dedicated pediatric providers, every visit feels like coming home. Led by Dr. Oliva, who brings a wealth of experience and a personal touch to each appointment, our team is committed to making every child feel safe and valued.

Welcome to Universal Strength Wellness Center, your sanctuary for holistic healing and wellness in Amherst, New York. Located at 2140 Eggert Road, we are dedicated to nurturing the mind, body, and soul through a range of therapeutic modalities, including expert massage therapy, nutrition counseling, and more. Our mission is to empower our community to achieve optimal health and well-being without relying on medications or surgeries whenever possible. Meet Our Team:

Welcome to Ergo Physical Therapy, where your health and wellness are our top priority. Conveniently located at 10740 Queens Boulevard in Queens, New York, we are a dedicated team of experienced physiotherapists committed to providing personalized care and proven results. At Ergo Physical Therapy, we pride ourselves on our attentive staff who genuinely listen to your needs and concerns. With over 30 years of combined experience, our core service is rooted in physical therapy, offering long-term success through continuous advancements in quality care and services. Our relaxing atmosphere is specifically designed with you, the patient, in mind, ensuring a comfortable and supportive environment for your recovery.

Welcome to the practice of Dr. Donna M. McMahon, DO, located at 267 Carleton Avenue, Central Islip, New York 11722. As a dedicated healthcare professional, Dr. McMahon is committed to providing exceptional medical care to the community. With a focus on personalized treatment and patient-centered care, our practice aims to support your health and well-being. Dr. McMahon brings a wealth of experience and expertise to her practice, ensuring that every patient receives comprehensive and compassionate care. Whether you're visiting for a routine check-up or seeking specialized medical advice, you can trust Dr. McMahon to guide you on your health journey.

Welcome to Judy N. Cuzzacrea Wagner's Law Office, conveniently located at 726 Exchange Street, Buffalo, New York. As a seasoned attorney specializing in estate planning and elder care law, Judy is dedicated to providing personalized legal counsel to individuals, families, and business clients. With a deep understanding of wealth planning, she helps clients design comprehensive strategies to preserve, protect, and transfer their assets to future generations. Judy's extensive legal expertise encompasses the use of various tools such as wills, trusts, and pre-nuptial agreements. She is adept at minimizing tax liabilities through strategic planning involving credit shelter trusts, QTIPs, and ILITs. Recognizing the unpredictable nature of life, Judy emphasizes proactive estate planning but is equally prepared to address urgent needs.

Welcome to The Cortina Law Group, PLLC, your trusted legal partner in the Lower Hudson Valley. Located at 143 Broadway, Hawthorne, New York, our firm is dedicated to providing exceptional legal services in Real Estate, Business Law, and Personal Injury. Founded by Alessandra Cortina, who brings over a decade of experience, we pride ourselves on delivering white glove service to each of our clients. At The Cortina Law Group, our attorneys are known for being responsive, efficient, and effective, ensuring you receive the guidance you need to achieve the best possible outcomes. We understand the importance of making a difference in the lives of our clients and their businesses, and we are committed to protecting your interests with integrity and diligence.

Welcome to Begos Brown & Green LLP (BBG), your trusted legal partner for navigating the complexities of New York City's administrative and real estate legal landscape. Conveniently located at 51 Pondfield Road, Bronxville, New York, our firm is dedicated to providing exceptional legal services tailored to meet your unique needs. At BBG, we pride ourselves on our extensive expertise in transactional, regulatory, administrative, and litigation matters, making us the go-to choice for individuals and businesses seeking effective advocacy and strategic guidance. Our team of over 55 expert attorneys specializes in real estate law, ensuring that you receive unparalleled expertise and technical know-how, no matter the complexity of your case.

Welcome to Estate Planning Attorney Bronx Located at 126 West 83rd Street in Manhattan, New York, our firm specializes exclusively in estate planning and administration law, serving families and businesses throughout Brooklyn with dedication and expertise. We pride ourselves on offering comprehensive estate planning services, including the drafting of Wills, Trusts, simple and complex estate plans, as well as business infrastructure and succession plans. Our goal is to keep you fully informed about your estate planning choices and options in Brooklyn.

Welcome to Trusts & Estate, your trusted partner in comprehensive estate planning services located at 4121 18th Avenue, Brooklyn, New York. As a leading law firm specializing in trusts, estates, and administration law, we are dedicated to serving the families and businesses of Brooklyn with personalized and effective legal solutions. At Trusts & Estate, we understand that planning for the future is a significant and sometimes daunting task. That’s why we offer a wide range of services tailored to meet the unique needs of our clients. Whether you need assistance drafting Wills, setting up Trusts, or creating complex estate plans, our experienced team is here to guide you every step of the way. We also specialize in Medicaid and Special Needs Trusts, ensuring that you have all the tools necessary for a secure future.

Welcome to Andreoli Law Group, P.C., your trusted partner for elder law and estate planning in Islandia, New York. Conveniently located at 1777 Veterans Memorial Highway, our dedicated team is committed to providing you with comprehensive legal services that cater to your unique needs. At Andreoli Law Group, we specialize in helping you secure government benefits for long-term care services, ensuring your assets are distributed according to your wishes, and guiding you through the Surrogate’s Court process when a loved one has passed. Our experienced attorneys are available to assist you not only in Suffolk County, including our Westhampton Beach location, but also in Nassau, Queens, Kings, New York, Richmond, and Westchester Counties.

Welcome to Goldstein & Bashner, your trusted personal injury lawyers located at 320 Carleton Avenue, Central Islip, New York. With a deep understanding of the profound impact that serious personal injuries can have on individuals and their families, we are dedicated to fighting for justice and accountability on your behalf. At Goldstein & Bashner, we specialize in personal injury law, a field that encompasses a wide range of negligence and harm scenarios. Our experienced Long Island personal injury attorneys are ready to step into the fray, assess your case, and build the strongest possible claim to secure the financial compensation you deserve. Whether you are dealing with medical bills, lost wages, or emotional suffering, our team is here to guide you through the legal process with expertise and compassion.