The 30 Best Prestigious wealth management in New York City, New York

Welcome to the practice of Dr. David Almeleh, a dedicated healthcare professional located in the heart of Little Falls, New York. Nestled at 140 Burwell Street, our practice is committed to providing exceptional medical care to the community. Dr. Almeleh brings a wealth of knowledge and expertise, having earned his M.D. from the prestigious McGill University in Montreal, Canada. Further honing his skills, he completed his residency in Internal Medicine at North Shore University Hospital in Manhasset, NY.

Welcome to Farrell Fritz, P.C., your trusted partner in accounting, finance, and legal services located at 50 Station Road, Water Mill, New York. Our multidisciplinary team is dedicated to providing comprehensive solutions that meet your business and personal needs. At Farrell Fritz, P.C., we pride ourselves on staying at the forefront of the legal and financial landscapes. Our Cannabis Practice Group, led by Jason Little, has been featured on Fox News Radio for insights into New York's crackdown on illegal cannabis businesses and its implications on real estate. Our team is also actively engaged in addressing current issues such as the looming cut in estate tax exemptions, with advisors turning to trusts for strategic planning.

Welcome to Alfred Saracene - Financial Advisor, Ameriprise Financial Services, LLC, your trusted partner for comprehensive financial guidance. Conveniently located at 8 Kennedy Parkway, Cortland, New York, we specialize in providing personalized financial strategies tailored to meet the unique needs of our clients. Our expertise spans a wide range of financial planning and advisory services. Alfred Saracene holds multiple prestigious certifications, including the Accredited Asset Management Specialist™ (AAMS™), Accredited Domestic Partnership Advisor™ (ADPA™), and Accredited Investment Fiduciary® (AIF®), among others. These credentials signify a commitment to ethical practices and a deep understanding of complex financial concepts, ensuring that our clients receive the highest standard of service.

Welcome to Ryan Sondak - Financial Advisor, Ameriprise Financial Services, LLC, located at 1550 Vestal Parkway East, Vestal, New York. We are dedicated to providing expert financial guidance tailored to meet the unique needs of each client. Our comprehensive services encompass a broad spectrum of financial planning and wealth management strategies, ensuring that you receive personalized advice to achieve your financial goals. At Ryan Sondak - Financial Advisor, we pride ourselves on our extensive qualifications and commitment to ethical practices. Our team holds a variety of prestigious certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more. These designations reflect our expertise in areas such as asset management, estate planning, investment strategies, retirement planning, and fiduciary practices, among others.

Welcome to Holley Cragg - Financial Advisor, Ameriprise Financial Services, LLC, where we are committed to helping you achieve your financial goals. Located at 5700 Commons Park, East Syracuse, New York, our firm offers personalized financial planning services tailored to meet your unique needs. At Holley Cragg, we understand that each individual's financial journey is distinct. That's why we encourage you to review our advisors' backgrounds, credentials, and areas of expertise to find the approach that aligns best with your objectives. Whether you're planning for retirement, managing investments, or navigating complex financial situations, we are here to guide you every step of the way.

Welcome to Jessica Maureen Champion - Ameriprise Financial Services, LLC, your trusted partner in financial planning and wealth management located in East Syracuse, New York. At our office, we understand that every client has unique financial goals and aspirations. That's why we offer personalized financial advice tailored to meet your individual needs. Our team of Ameriprise advisors brings a wealth of experience and knowledge across various financial disciplines. We encourage you to explore our advisors' backgrounds, credentials, and areas of expertise to find the approach that aligns best with your financial objectives. Whether you're planning for retirement, managing investments, or preparing for life's unexpected events, our advisors are here to guide you every step of the way.

Welcome to Tioga State Bank Located at 191 Conklin Avenue, Binghamton, New York 13903, Tioga State Bank is your trusted partner in banking, finance, and community growth. With a prestigious 5-star rating from BauerFinancial, Inc., we pride ourselves on being a strong and safe financial institution dedicated to serving the needs of our community.

Welcome to Beer Roger J CPA - Your Trusted Partner in Accounting and Finance Located at 1 West Fayette Street, Syracuse, New York, Beer Roger J CPA is a premier accounting and finance firm dedicated to helping clients achieve their financial goals. Our mission is to understand each client's unique objectives and provide innovative, practical counsel to deliver valued results. We pride ourselves on our ability to develop long-term relationships built on trust, understanding, and consistent high-quality service.

Welcome to Weiler Robert K, your trusted partner in accounting and finance solutions located at 110 West Fayette Street, Syracuse, New York. Our mission is to understand each client's unique goals and provide innovative and practical counsel to achieve valued results. We pride ourselves on building long-term relationships with our clients, rooted in trust and a deep understanding of their business and objectives. At Weiler Robert K, our team of expert attorneys are not only counselors and strategists but also dedicated advocates for our clients. We anticipate your needs and provide prompt, high-quality service that consistently delivers value. Our commitment to excellence is reflected in our recognition by The Best Lawyers in America®.

Welcome to Chase Bank located at 3122 Sheridan Drive, Buffalo, New York 14226, United States. As a leading provider of financial services, Chase Bank offers a comprehensive range of products and solutions tailored to meet your banking and financial needs. Whether you're looking for personal banking services, business banking solutions, or investment opportunities, our team of experienced professionals is here to assist you. At Chase, we specialize in improving cash flow, offering credit solutions, and managing payroll for businesses. Our suite of services also includes online and mobile banking, business credit cards, and payment acceptance solutions designed specifically for businesses.

Welcome to Tale Taxes, your trusted partner in financial management, located at 1572 Dahill Road, Brooklyn, New York 11204. We specialize in providing comprehensive accounting and finance solutions tailored to meet your unique needs. At Tale Taxes, we ensure accurate and efficient filing of personal taxes, offering you peace of mind and confidence in navigating your personal finances. Our expert team crafts tailored strategies to secure a comfortable retirement and achieve individual financial goals. Whether you’re planning for your future or making real estate investment decisions, we provide personalized guidance to help you succeed.

Welcome to Chase Bank, conveniently located at 101 Court Street, Brooklyn, New York 11201, United States. As a leading provider of financial services, we offer a wide range of banking, ATM, and financial solutions to meet your needs. Please note that the following pages are available in English only, and if you choose to apply for Chase products online, all account-related documents will also be provided in English. At Chase, we are committed to helping businesses thrive. With our Business Banking services, you can benefit from the expertise of our dedicated team of business professionals. We specialize in enhancing cash flow, offering tailored credit solutions, and assisting with payroll management. Our comprehensive suite of services includes online and mobile banking, business credit cards, and payment acceptance solutions designed specifically for businesses.

Welcome to Chase Bank, conveniently located at 705 Smithtown Bypass in Smithtown, New York. As a leading provider in the finance sector, we offer a comprehensive range of services including ATM access, personal and business banking, and financial solutions tailored to meet your needs. At Chase Bank, we understand the unique challenges faced by businesses, which is why our Business Banking team is dedicated to providing expert guidance to help you improve cash flow, access credit solutions, and manage payroll efficiently. Our suite of services also includes online and mobile banking, business credit cards, and payment acceptance solutions designed to streamline your business operations.

Welcome to Mark Peterson - Financial Advisor, Ameriprise Financial Services, LLC Located at 800 Veterans Memorial Highway in Hauppauge, New York, Mark Peterson is your trusted partner in navigating the complexities of financial planning. As a dedicated financial advisor, Mark offers personalized services tailored to meet the unique financial needs of individuals, retirees, and small business owners in the community.

Welcome to Ameriprise Financial: Matarazzo Jr Arthur, your trusted partner in achieving financial success. Located at 1377 Motor Parkway, Islandia, New York, our firm is dedicated to providing personalized financial advice tailored to your unique needs and goals. At Ameriprise Financial, we understand that each client's financial journey is distinct. Our advisors possess a diverse range of expertise, allowing us to offer specialized services that align with your financial objectives. Whether you're planning for retirement, managing investments, or navigating complex financial situations, our team is equipped to guide you every step of the way.

Welcome to The Gardiners Bay Group at Morgan Stanley, located in the heart of Riverhead, New York. Nestled at 611 East Main Street, our team is dedicated to providing exceptional financial services to individuals, families, and businesses in the local community and beyond. As part of the prestigious Morgan Stanley network, we offer a wide range of financial solutions tailored to meet your unique needs and goals. Our experienced professionals are committed to delivering personalized investment strategies, wealth management, and financial planning services with the utmost integrity and expertise. At The Gardiners Bay Group, we pride ourselves on building lasting relationships with our clients, helping them navigate the complexities of the financial world with confidence. Visit us today to discover how we can assist you in achieving financial success and security.

Welcome to Bob Sutton - Financial Advisor, Ameriprise Financial Services, LLC, located at 50 Station Road, Water Mill, New York 11976. Our firm is dedicated to providing expert financial guidance tailored to your unique needs. With a robust suite of qualifications, Bob Sutton is equipped to help you navigate the complexities of financial planning, investment strategies, and wealth management. Our advisor holds prestigious certifications, including the AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, each reflecting a deep commitment to ethical standards and comprehensive financial expertise. These designations cover a wide range of financial disciplines, from asset allocation and estate planning to retirement strategies and investment opportunities for retirees and small business owners.

Welcome to Edgar Betancourt - Ameriprise Financial Services, LLC, your trusted partner in navigating the complexities of financial planning and investment management. Conveniently located at 1673 County Road 39 in Southampton, New York, we specialize in providing personalized financial advice tailored to meet your unique goals and aspirations. At Edgar Betancourt - Ameriprise Financial Services, LLC, we understand that each client has distinct financial needs and objectives. That's why we offer a comprehensive approach to financial planning, ensuring that your strategy aligns perfectly with your personal goals. Our advisors possess a wide array of professional certifications and designations, underscoring their commitment to excellence and expertise in areas such as asset management, estate planning, retirement solutions, and investment strategies.

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.

Meredith Diamond - Financial Advisor, Ameriprise Financial Services, LLC Welcome to Meredith Diamond - Financial Advisor, located at 1673 County Road 39, Southampton, New York. With a commitment to providing exceptional financial guidance, our firm is dedicated to helping you achieve your financial goals through personalized strategies and expert advice.

Welcome to Chelsea Traub, a premier financial services firm located at 223 West Montauk Highway, Hampton Bays, New York. As one of the leading RBC Wealth Management teams in New York City, we specialize in providing tailored wealth management solutions designed to meet the unique needs of our clients at every stage of their financial journey. Our commitment is to help you preserve and enhance your wealth through personalized services and strategies that simplify your life and expand your opportunities. Our dedication to excellence has earned us a spot on the Forbes Best-In-State Wealth Management Teams list for 2024. We are grateful to Forbes, our clients, and our colleagues for this recognition and look forward to another year of outstanding service.

Welcome to Covell / DiConza / Newman Group, a premier financial advisory firm located in the heart of Hampton Bays, New York. Situated at 223 West Montauk Highway, we are proud to be one of the top RBC Wealth Management teams in New York City, recognized for our excellence in managing significant Assets Under Management. Our mission is to provide you with personalized wealth management solutions tailored to every stage of your life. We focus on preserving and enhancing your wealth through our expertise, strong relationships, and world-class capabilities. We are honored to be featured on the Forbes Best-In-State Wealth Management Teams list for 2024, a testament to our commitment to serving you with distinction.

Welcome to Robert W Urban - Financial Consultant, a trusted partner of Ameriprise Financial Services, LLC, located at 12 Mitchell Road, Westhampton Beach, New York. We are committed to helping you achieve your financial goals through personalized and expert financial planning services. At Robert W Urban, we understand that each client's financial journey is unique. Our Ameriprise advisors possess a wide range of expertise and credentials to ensure that we align our approach with your specific needs and aspirations. Our team is equipped with diverse specializations that include, but are not limited to, investment strategies, estate planning, retirement planning, and risk management.

Welcome to First Student, Inc., your trusted partner in student transportation located at 57 Miller Place Yaphank Road, Middle Island, New York. As a vital member of the communities we serve, we are committed to ensuring every student arrives at school safely, stress-free, and ready to learn. Our comprehensive transportation services are designed to meet the unique needs of each school district, offering solutions that range from maintaining and managing bus operations to optimizing routes. With our innovative FirstAlt program, we address the challenge of reliable transportation for all students, including those living remotely or with special needs, through our flexible and efficient van services.

Welcome to the professional real estate services of James Lucenti, Licensed Real Estate Salesperson with Howard Hanna, located in the heart of Endwell, New York. With a prime location at 3630 George F Highway, James is dedicated to providing exceptional real estate solutions tailored to your needs. Whether you're buying your first home, selling a property, or seeking investment opportunities, James brings a wealth of local market knowledge and a client-focused approach to ensure a seamless and successful experience. As part of the prestigious Howard Hanna family, James is committed to upholding the highest standards of integrity and professionalism. Discover the difference a dedicated real estate partner can make in your journey—contact James Lucenti today and take the first step towards achieving your real estate goals.

Welcome to CENTURY 21 Kafcos Realty, your trusted real estate partner in The Bronx and Westchester for over 33 years. Located at 4027 East Tremont Avenue, The Bronx, New York, our agency has built a legacy of excellence in listing and selling homes, consistently ranking among the region's top-performing offices. Our impressive track record includes numerous prestigious awards for exceptional service, top listings, and sales achievements. At CENTURY 21 Kafcos Realty, we are more than just a real estate agency; we are a community. We are always eager to welcome new talent to our dynamic sales team, offering unparalleled support and resources to help you achieve your entrepreneurial dreams. Our commitment to your success is unwavering, and we provide comprehensive training and mentorship opportunities to guide you every step of the way.

Welcome to Jean Segal, Licensed Real Estate Broker, your premier destination for luxury residential real estate in the heart of Manhattan, New York. Located at 445 East 77th Street, we specialize in offering an exceptional real estate experience tailored to your unique needs. With over three decades of expertise, Jean Segal has been a trusted name in New York real estate since 1984. After a successful tenure with one of the most prestigious brokerage firms, Jean partnered with her daughter Isabel to establish an independent real estate venture. Together, they bring a wealth of knowledge and a personalized approach to buying and selling luxury properties.

Welcome to Susan Holman The Corcoran Group, your trusted real estate agency located in the heart of Manhattan at 524 Broadway, New York. As a Licensed Associate Real Estate Broker, Susan Holman brings a wealth of experience and expertise to help you navigate the dynamic New York real estate market. At Susan Holman The Corcoran Group, we are proud to be part of the prestigious Corcoran network, where the Corcoran and its logos are trademarks of Corcoran Group LLC. Our office is part of the renowned Corcoran System, which includes both company-owned offices, operated by a subsidiary of Anywhere Real Estate Inc., and independently owned and operated franchised offices.

Welcome to Team KG Homes at Robert DeFalco Realty, your premier real estate agency located at 1678 Hylan Boulevard, Staten Island, New York. With over 40 years of combined experience, our team of passionate and innovative real estate experts is dedicated to helping you find your dream home or ideal commercial property in the vibrant New York City area. Our track record speaks for itself, with record-breaking sales and numerous prestigious awards and honors for selling a diverse range of multi-million dollar homes on Staten Island. We pride ourselves on our deep commitment to the community, actively contributing to the evolving landscape of our beloved borough.

Welcome to the world of real estate excellence with Debra Von Brook-Binder, your trusted Real Estate Salesperson located at 11 Grand Avenue, Shelter Island Heights, New York. Whether you are buying, selling, or renting, Debra is dedicated to providing personalized attention and expert guidance throughout your property journey. With over 15 years of experience in interior design, home purchasing, construction, and renovations, Debra transitioned into real estate in the early 2000s, bringing a wealth of knowledge and expertise. As a long-time Shelter Island resident since 1991, Debra's local insight into the beautiful Shelter Island and the captivating North and South Fork regions is unparalleled.