TOP 30 Policy advisors in New York

Macko Financial Group of Sullivan and Associates WM is a finance institution located at 3452 West Genesee Street, Syracuse, New York, United States. Residents of (CA, FL, MD, NJ, NY, PA, SC, VA) can utilize our financial calculators to assess their investment plans. Securities-related services may not be provided to individuals residing in states not listed above, so please consult with the FA. Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC. Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company. Those residing outside of the U.S. should note that the information provided is for informational purposes only. Opinions, comments, and actions taken on Social Media are those of third parties and do not necessarily reflect the views of the institution. By clicking on certain links, you will leave the Wells Fargo Advisors website and enter a privately owned website not affiliated with the institution. It is important to review the third-party's policies and terms and conditions before proceeding.

David M Barnett is a finance institution located at 1305 Walt Whitman Road, Melville, New York, United States. Your journey to finding the right advisor begins with a name and location. Investing comes with risks, and there is always the potential to lose money. Asset allocation, diversification, and rebalancing do not guarantee profits or protect against losses in declining markets. Merrill Lynch, its affiliates, and financial advisors do not offer legal, tax, or accounting advice. It is recommended to consult with your legal and/or tax advisors before making any financial decisions. Merrill offers a wide range of brokerage, investment advisory, and other services. Additional information can be found in our Client Relationship Summary. Trust and fiduciary services are provided by Bank of America Private Bank and U.S. Trust Company of Delaware, both subsidiaries of Bank of America Corporation. Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., a licensed insurance agency and subsidiary of Bank of America Corporation. Banking products are provided by Bank of America, N.A. and affiliated banks. Merrill Lynch is a registered broker-dealer, registered investment adviser, and Member SIPC. Securities, strategic advisory, and other investment banking activities are performed globally by investment banking affiliates of Bank of America Corporation. The institution strives to provide information about products and services that may be of interest to you. Relationship-based ads and online behavioral advertising help us achieve this goal. Please note that by clicking on certain links, you may be redirected to external websites with separate terms and privacy policies.

The BlackOak Group, located at 350 Essjay Road in Williamsville, New York, is a trusted institution specializing in wealth and risk management. Our team of experienced financial professionals is dedicated to serving the needs of our clients' families, businesses, and business owners. Whether you are concerned about covering healthcare costs, pursuing your passions without jeopardizing financial security, or planning for the experiences of a lifetime, we are here to help. Our financial professionals hold 24 industry designations and are committed to helping you achieve your financial goals. Securities are offered through Equitable Advisors, LLC, and investment advisory products and services are offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products are offered through Equitable Network, LLC.

The Spafford-Winagle Agency is a reputable finance and insurance agency located at 55 Greenaway Road in Rochester, New York, United States. With a commitment to providing top-notch financial services and insurance solutions, the agency is dedicated to helping clients secure their financial future and protect their assets. Whether you are looking for investment advice, retirement planning, or insurance coverage, the experienced professionals at Spafford-Winagle Agency are here to help. Trust in their expertise and personalized approach to ensure your financial well-being.

Peregrine Capital Partners is a renowned finance institution located at 732 Pittsford Victor Road in Pittsford, New York, United States. With a strong reputation for providing expert financial services, Peregrine Capital Partners offers a wide range of investment solutions and advisory services to clients. Their team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through strategic planning and personalized guidance. Whether you are looking to grow your wealth, manage your assets, or plan for the future, Peregrine Capital Partners is committed to delivering exceptional results and superior customer service.

Ace Financial Group is a finance institution located at 121 South Main Street, Fairport, New York, United States. At Ace Financial Group, we understand that your financial needs and goals are unique to you. That's why we offer a flexible and customizable planning approach to help you thrive and succeed. Our dedicated team is committed to providing the support you need to make informed investment decisions. Please note that our services are available to residents of specific states only, including (AZ, CA, CO, CT, FL, GA, ID, MA, MD, MI, MN, MO, NC, NJ, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV). Securities-related services may not be provided to individuals residing in states not listed above. For parties residing outside of the U.S., please be aware that the information provided is for informational purposes only and should not be construed as an offer to participate in any investment.

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.

Next Financial Group is a leading finance institution located at 650 Franklin Street in Schenectady, New York, United States. We offer a wide range of financial services including investment planning, retirement planning, insurance, and wealth management. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Visit us today to see how we can help you navigate the complexities of the financial world and make informed decisions about your money.

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.

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.

Mike Macdonald: Primerica - Financial Services is a reputable finance and insurance agency located at 678 Troy-Schenectady Road in Latham, New York. With a strong focus on providing quality financial services, Mike Macdonald and his team offer a wide range of products and solutions to help individuals and families achieve their financial goals. Whether you are looking for insurance coverage, investment opportunities, or retirement planning, Primerica is dedicated to helping you secure your financial future. Visit their office today to learn more about the services they offer and how they can assist you in reaching your financial objectives.

Jon L Myers and Associates - Ameriprise Financial Services, LLC is a finance institution located at 3 Hemphill Place, Malta, New York, United States. Our Ameriprise financial advisors are registered to do business in certain U.S. states and can provide personalized financial planning services. While we cannot guarantee future financial results, we are committed to helping you achieve your financial goals. We offer initial consultations to discuss what's most important to you, as well as referrals for friends and family members. Please visit our website for more information on our corporate entities, disclosures, and privacy and security policies. Contact us today to schedule a meeting and start planning for your financial future. Ameriprise Financial Services, LLC. Member FINRA and SIPC.

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.

Montalvo's Consulting And Multi Services is a reputable finance and local government office located at 65 Mount Hope Place in New York, United States. With a focus on providing expert financial advice and a wide range of multi services, our institution is dedicated to helping individuals and businesses achieve their financial goals. Our team of experienced professionals is committed to delivering top-notch consulting services tailored to meet the unique needs of our clients. Visit us today to learn more about how we can assist you in managing your finances and navigating the complexities of local government regulations.

Immigration Advisory Services is a trusted institution located at 41-43 Beekman Street in New York, New York. We provide expert guidance and support to individuals navigating the complex process of immigration. Our team of experienced advisors offers personalized assistance with visa applications, green card processing, citizenship applications, and more. Whether you are a student, professional, or family member seeking to immigrate to the United States, we are here to help you every step of the way. Contact us today to schedule a consultation and begin your journey towards a successful immigration process.

Harpreet S Toor is a multi-faceted institution located at 97-35 120th Street in New York, United States. Specializing in finance, local government services, and travel arrangements, Harpreet S Toor offers a range of services to cater to the diverse needs of its clients. With a dedicated team of professionals, this institution is committed to providing top-notch financial advice, efficient government services, and personalized travel solutions. Whether you are looking to manage your finances, navigate local government procedures, or plan your next vacation, Harpreet S Toor is the go-to destination for all your needs.

Fast Income Tax & Insurance is a reputable institution located at 760 Lydig Avenue in New York, United States. Specializing in accounting and finance services, our team of experienced professionals is dedicated to helping individuals and businesses navigate the complexities of tax preparation and insurance. Our commitment to providing fast and accurate services sets us apart from the competition, ensuring that our clients receive the support they need to achieve their financial goals. Trust Fast Income Tax & Insurance for all your accounting and insurance needs.

Staples Travel Services is a local government office located at 600 North Greenbush Road in Rensselaer, New York. This institution provides a range of services related to travel, including booking flights, hotels, and rental cars for government employees. They also assist with travel reimbursements and offer guidance on travel policies and procedures. Staples Travel Services aims to ensure smooth and efficient travel arrangements for government officials and staff members.

FairCharles Brokers is a finance and insurance agency located in New York, United States. McKennie, the owner, is known for being easy to work with and keeping clients up-to-date and informed with their business taxes. The institution offers services for different types of business structures, such as Limited Liability Companies (LLC), S Corps, and C Corps. Each structure has its own advantages and disadvantages when it comes to taxes and liability protection. FairCharles Brokers can help guide businesses in determining the best structure for their specific needs.

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.

Glen Oaks is a prestigious institution located at 26022 75th Avenue in New York, United States. Known for its exceptional academic programs and state-of-the-art facilities, Glen Oaks offers a wide range of courses in various fields of study. The institution prides itself on providing a supportive and inclusive learning environment where students can thrive and reach their full potential. With a dedicated faculty and staff, Glen Oaks is committed to helping students achieve their academic and personal goals. Visit Glen Oaks and experience the excellence in education that sets it apart from other institutions in the region.

Rojek & Associates is a reputable institution located at 908 Niagara Falls Boulevard in North Tonawanda, New York. Specializing in a wide range of professional services, including legal, financial, and consulting, Rojek & Associates has a team of experienced professionals dedicated to providing top-notch assistance to clients. With a commitment to excellence and a track record of success, Rojek & Associates is a trusted partner for individuals and businesses seeking expert advice and support. Visit us today to learn more about how we can help you achieve your goals.

Marasco James I CPA, CIA, CFE is a reputable accounting and finance institution located at 280 Kenneth Drive in Rochester, New York, United States. With a team of experienced professionals holding certifications in Certified Public Accountant (CPA), Certified Internal Auditor (CIA), and Certified Fraud Examiner (CFE), the institution provides top-notch financial services to individuals and businesses. Whether you need assistance with tax preparation, auditing, or fraud detection, Marasco James I CPA, CIA, CFE is dedicated to providing reliable and efficient solutions to meet your financial needs.

Mairena & Company is an accounting and finance institution located at 58 Centre Avenue in New Rochelle, New York, United States. Our services include strategic planning, financial analysis, cash management, forecasting, profit planning, controllership, internal controls, process improvement, operational policies & procedures, accounting policies & procedures, business coaching, monthly bookkeeping, financial statements, month-end and year closing, end of year compilation, monthly credit card and bank account reconciliation, maintenance of general ledger, Quickbooks services, international taxes, non-profit taxes, business taxes, individual taxes, sales taxes, 1099NEC and 1099MISC tax preparation and e-filing, tax planning, tax research, registering your business (Limited Liability Company, Corporation, Doing Business as, Notary Public, Translation services). Your journey to financial success starts here at Mairena & Company.

Toro Taxes, located at 7514 Jamaica Avenue in New York, United States, is your go-to institution for all your accounting and finance needs. With over a decade of experience, Toro Taxes offers reliable and efficient tax services to help you get the maximum refund. Our tax advisors are experienced, understanding, and dedicated to providing excellent customer service. We are minority owned and operated, proud to support our local communities. In addition to tax preparation and filing, Toro Taxes also offers term life insurance policies to provide your family with financial resources in case of an emergency. We have over 100 locations across the nation, making it convenient for customers to access our services.

LIBERTY TAX AND MULTISERVICE INC is a professional accounting, finance, and insurance agency located at 1088 Liberty Avenue in New York, United States. Our dedicated team of experts is committed to providing top-notch services to help individuals and businesses with their financial needs. Whether you need help with tax preparation, financial planning, or insurance coverage, we are here to assist you every step of the way. Trust LIBERTY TAX AND MULTISERVICE INC for all your financial needs.

Adore Tax & Insurance Brokerage Corp. is a leading finance institution located at 1684 Gleason Avenue in New York, United States. With a team of experienced professionals, we provide expert tax and insurance brokerage services to individuals and businesses alike. Our personalized approach ensures that each client receives tailored solutions to meet their unique financial needs. Trust Adore Tax & Insurance Brokerage Corp. to help you navigate the complexities of taxes and insurance with ease and confidence.

Pugliese Accounting and Insurance Services is a reputable financial institution located at 163-33 Cross Bay Boulevard in New York, United States. Specializing in accounting and insurance services, our team of experienced professionals is dedicated to providing top-notch financial solutions for individuals and businesses alike. Whether you need help with tax preparation, bookkeeping, insurance coverage, or any other financial matter, you can trust Pugliese Accounting and Insurance Services to deliver expert advice and reliable assistance. Contact us today to learn more about how we can help you achieve your financial goals.

RP Insurance and Financial Services is a reputable institution located at 254 Fendale Street in Franklin Square, New York, United States. Specializing in accounting and finance, this institution offers a wide range of services to help individuals and businesses manage their financial needs effectively. With a team of experienced professionals, RP Insurance and Financial Services provides expert advice and personalized solutions to help clients achieve their financial goals. Whether you need assistance with insurance coverage, investment planning, or tax preparation, this institution is dedicated to providing top-notch services that meet your specific needs. Visit RP Insurance and Financial Services today to experience the difference that expert financial guidance can make in your life.