The 30 Best Private city in New York

Joseph Liana, a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 1600 Stewart Avenue in Westbury, New York, offers a wide range of financial services to individuals. Joseph Liana holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications signify his expertise in asset management, estate planning, retirement planning, and investment strategies. Additionally, Joseph Liana is qualified to provide advice on fixed-rate and variable annuities, as well as issues impacting seniors and those planning for retirement through his CASL® credential. With a focus on providing comprehensive financial planning services, Joseph Liana is dedicated to helping clients achieve their financial goals.

Bank of America Private Client Advisor William Ayers, located at 300 Broadhollow Road, Melville, New York, is a finance institution led by Senior Vice President and Private Client Advisor, Bill Ayers. With over three decades of experience in banking and wealth management, Bill assists families and individuals in navigating the complexities of significant wealth. Specializing in customized credit and lending, Bill analyzes both sides of a client's balance sheet to identify efficiencies and anticipate key decision points in their financial future. As the leader of a client's Private Bank team, he develops integrated strategies in investment management, banking, lending, trust and estate planning, business succession, and philanthropy. Bill's team collaborates with specialists to help clients achieve their financial goals with precision and resolve. Prior to joining Bank of America Private Bank, Bill held leadership roles at Astoria Bank and JP Morgan Chase, advising high-net-worth individuals and families. Active in the Long Island community, Bill serves on the board of Catholic Charities and has been involved with Long Island Cares and The Harry Chapin Food Bank. The team at Bank of America Private Bank is dedicated to building strong client relationships based on trust and personal experience, creating strategies tailored to meet clients' needs and goals. With over 200 years of experience, Bank of America Private Bank helps clients manage significant wealth, providing personalized solutions to achieve financial objectives. The institution values innovation and offers disciplined financial strategies to navigate evolving markets and complexities in the financial landscape. Please note that the website may redirect to FINRA’S BrokerCheck and that neither Bank of America Private Bank nor its affiliates provide legal, tax, or accounting advice. Clients should consult their advisors before making financial decisions.

Diversified Private Wealth Advisors, located at 200 Parkway Drive South in Hauppauge, New York, is a finance institution that upholds the values of hard work, patience, and responsible investing. With a focus on helping individuals achieve their financial goals through a disciplined approach, the team at Diversified Private Wealth Advisors is dedicated to providing expert advice and guidance. They believe in planting seeds for the future and tending to their clients' financial needs with care and expertise. Securities are offered through Lebenthal Financial Services, Member FINRA/SIPC, and investment advisory services are offered through Lebenthal Global Advisors, LLC. The institution values transparency and integrity, ensuring that clients receive the best possible service tailored to their individual circumstances and goals.

Rocco A Carriero - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 640 Johnson Avenue, Bohemia, New York, United States. The institution offers a range of certifications and designations to its advisors, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover various aspects of financial planning, wealth management, estate planning, retirement planning, and more. Advisors at Rocco A Carriero - Private Wealth Advisor are trained to provide expert advice and guidance to clients in a wide range of financial situations, including veterans, active duty, Reserve, National Guard, retirees, small business owners, and high net worth individuals.

Team Global at Morgan Stanley Private Wealth Management is a leading financial institution located at 101 Park Avenue in New York City. As part of Morgan Stanley, one of the world's premier financial services firms, Team Global offers a wide range of wealth management services to high-net-worth individuals, families, and institutions. With a team of experienced professionals, they provide customized investment strategies, comprehensive financial planning, and personalized advice to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Team Global at Morgan Stanley Private Wealth Management can provide the expertise and resources you need to succeed.

Quin Ciuffetelli - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 390 North Broadway, Jericho, New York, United States, is a finance institution offering a range of specialized certifications and designations to ensure high-quality financial planning services. The advisors at this institution hold various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing their expertise in asset management, estate planning, investment fiduciary practices, portfolio management, and behavioral financial advising. Additionally, they offer specialized services for seniors, divorce financial analysis, estate planning, exit planning, and more. With a team of highly qualified professionals, Quin Ciuffetelli - Private Wealth Advisor is dedicated to providing comprehensive and personalized financial planning services to meet the unique needs of their clients.

J&S Private Wealth Management is a leading finance institution located at 300 Corporate Parkway in Amherst, New York, United States. Our team of experienced professionals is dedicated to providing personalized wealth management services to help our clients achieve their financial goals. From investment strategies to retirement planning, we offer a comprehensive range of services tailored to meet the unique needs of each individual client. Trust J&S Private Wealth Management to guide you towards a secure financial future.

Steadfast City Economic & Community Partners is a dynamic development and planning firm located in Rochester, New York. We specialize in serving the needs of businesses, real estate developers, cities, and non-profit organizations by creating positive economic and community outcomes for our clients. Our innovative approach involves weaving together government, business, social, and philanthropic sectors to drive investment, create jobs, revitalize neighborhoods, and effectuate positive change. At Steadfast City, we offer a range of services tailored to various industries, including real estate development and redevelopment strategy, assistance for non-profit organizations, support for municipalities and government agencies, and comprehensive real estate strategy for professionals. We also provide holistic site analysis, assistance with compliance processes, and maximization of values and economic impact of incentive packages.

Ultimus LeverPoint Private Fund Solutions is a leading accounting and finance institution located at 5 Maxwell Drive in New York, United States. With a strong reputation for providing top-notch financial services, Ultimus LeverPoint specializes in private fund solutions for a wide range of clients. Their team of experts is dedicated to delivering personalized and comprehensive financial strategies to help clients achieve their investment goals. Whether you are a small startup or a large corporation, Ultimus LeverPoint has the expertise and resources to assist you with all your accounting and finance needs.

Randy Zeigler - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 97 West Utica Street, Oswego, New York, United States. The institution offers a range of certifications and designations including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planners™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications and designations cover a variety of financial planning topics such as asset management, retirement planning, estate planning, investment strategies, and more. The institution is dedicated to providing expert financial advice and guidance to individuals, retirees, small business owners, high net worth clients, and those planning for retirement.

Marc Franco - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 7672 Oswego Road, New York, United States. Marc Franco holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and CLU®. With expertise in asset management, investment strategies, retirement planning, estate planning, and more, Marc Franco provides comprehensive financial services to individuals and businesses. Whether you are planning for retirement, managing investments, or navigating complex financial situations, Marc Franco is dedicated to providing personalized solutions to help you achieve your financial goals.

James Frash is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 7672 Oswego Road in New York, United States. James holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover a wide range of financial planning topics such as asset management, retirement planning, estate planning, investment strategies, risk management, and more. James is dedicated to providing expert financial advice and services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a focus on ethical practices and comprehensive knowledge, James Frash is committed to helping clients achieve their financial goals.

Mark Colvin - Private Wealth Advisor at Ameriprise Financial Services, LLC is a finance institution located at 5750 Commons Park, East Syracuse, New York, United States. Mark Colvin holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, estate planning, retirement planning, and investment strategies. As a Chartered Financial Analyst® and CERTIFIED FINANCIAL PLANNER™, Mark Colvin is committed to providing personalized financial planning services to individuals, retirees, small business owners, and high net worth clients. With a focus on ethical practices and comprehensive knowledge of fiduciary responsibilities, Mark Colvin is dedicated to helping clients achieve their financial goals and secure their financial future.

Kimberly H Cawley is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 3504 James Street, Syracuse, New York, United States. She holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and CLU®. Kimberly specializes in providing comprehensive financial planning services tailored to meet the unique needs of individuals, retirees, small business owners, and high net worth clients. She is dedicated to upholding the highest ethical standards and continuously enhancing her knowledge and skills to provide exceptional service to her clients.

Kasia Anthis - Private Wealth Advisor, Ameriprise Financial Services, LLC is a prestigious finance institution located at 5700 Commons Park, East Syracuse, New York, United States. The institution offers a wide range of certifications and designations to its advisors, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planners™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These designations cover various aspects of financial planning, estate planning, retirement planning, investment management, and more. Advisors at Kasia Anthis - Private Wealth Advisor are highly trained and experienced in providing top-notch financial advice and services to their clients.

Cody Perkov - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 5750 Commons Park, East Syracuse, New York, United States, offers a range of financial services to individuals. Cody Perkov holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate expertise in areas such as asset management, estate planning, retirement planning, and investment strategies. Cody Perkov is dedicated to providing personalized and ethical financial advice to help clients achieve their financial goals. Whether you are a retiree, small business owner, or high net worth individual, Cody Perkov can help you navigate the complex world of finance with confidence. Contact Cody Perkov today to schedule a consultation and start planning for a secure financial future.

Jonathan Knight - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 6711 Towpath Road in East Syracuse, New York, offers a wide range of financial services to meet the diverse needs of individuals. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, Jonathan Knight is equipped to provide expert guidance on asset management, investment strategies, estate planning, retirement planning, and more. Whether you are a retiree, small business owner, high net worth client, or someone planning for the future, Jonathan Knight has the knowledge and expertise to help you achieve your financial goals. Contact him today to schedule a consultation and take the first step towards securing your financial future.

Baird Private Wealth Management is a leading financial institution located at 555 French Road in New Hartford, New York, United States. Specializing in personalized wealth management services, Baird offers a range of investment options and financial planning strategies to help clients achieve their financial goals. With a team of experienced advisors and a commitment to exceptional customer service, Baird Private Wealth Management is dedicated to providing clients with the tools and expertise they need to secure their financial future.

Scott Miranto - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 4241 Maple Road, Amherst, New York, United States. The institution offers a range of certifications and designations to ensure high-quality financial services to its clients. These include the AAMS™ certification, ADPA™ Accredited Domestic Partnership Advisor™, AEP® designation, Accredited Investment Fiduciary® (AIF®) designation, APMA™ Accredited Portfolio Management Advisor™, AWMA℠ certification, Behavioral Financial Advisor certification, Chartered Advisor in Philanthropy® (CAP®), CAS® designation, CASL® credential, Certified Divorce Financial Analyst, Certified Estate Planners™, Certified Exit Planning Advisor®, Chartered Financial Analyst® designation, CERTIFIED FINANCIAL PLANNER™ certification, Certified Fund Specialist, Chartered Financial Consultant® designation, Chartered Special Needs Consultant, Certified Investment Management Analyst® designation, Certified Kingdom Advisor® designation, Certified in Long-Term Care program, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor® (CFMA®) designation. These certifications ensure that the advisors at Scott Miranto - Private Wealth Advisor, Ameriprise Financial Services, LLC are equipped with the knowledge and expertise to provide comprehensive financial planning services to their clients.

Mark Colvin - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 1816 Girard Street, Utica, New York, United States. Mark Colvin holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, retirement planning, estate planning, and investment strategies. The institution offers services for individuals, retirees, small business owners, and high net worth clients. With a focus on ethics and client needs, Mark Colvin provides comprehensive financial planning and investment advice to help clients achieve their financial goals.

Bank of America Private Client Advisor Breauna O. Crumpler, located at 10 Fountain Plaza in Buffalo, New York, is a Vice President and Private Client Advisor II at Bank of America Private Bank. With a focus on wealth management, Breauna works closely with clients to address a range of financial needs, leading a team of specialists to implement tailored strategies in investment management, trust and estate planning, lending, and philanthropy. She is dedicated to helping families and business owners achieve their financial goals and is actively involved in community initiatives. Breauna holds a B.S. in sociology and an MBA, and is a member of the National Black MBA Association. Bank of America Private Bank has a history of helping clients manage significant wealth for over 200 years, offering personalized approaches and resources to achieve financial objectives. With a commitment to innovation and client priorities, the institution provides disciplined financial strategies and continuity across generations. It is important to note that Bank of America Private Bank does not provide legal, tax, or accounting advice, and clients should consult their advisors before making financial decisions. Investing involves risk, and past performance does not guarantee future results. For more information and privacy practices, clients can review the Bank of America Online Privacy Notice and FAQs.

Timothy A Riemer is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 702 Davison Road, Lockport, New York, United States. Timothy A Riemer holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and CFMA®. These certifications demonstrate Timothy A Riemer's expertise in various financial planning areas such as asset management, estate planning, retirement planning, investment management, and more. Timothy A Riemer is dedicated to providing comprehensive and personalized financial advice to clients, with a focus on ethical practices and continuing education to stay up-to-date with the latest industry trends and regulations.

Mark C Massaro is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 17 Limestone Drive in Williamsville, New York, United States. Mark holds several certifications and designations, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, CLU®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and CFMA®. These certifications demonstrate Mark's expertise in various areas of financial planning, asset management, estate planning, retirement planning, and more. Mark is dedicated to providing personalized and comprehensive financial advice to his clients, helping them achieve their financial goals and secure their financial future.

John G Miskey III is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 6622 Main Street, Williamsville, New York, United States. Specializing in finance, John G Miskey III holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate expertise in various areas of financial planning, including asset management, retirement planning, estate planning, investment management, and more. John G Miskey III is dedicated to providing comprehensive and personalized financial advice to individuals, retirees, small business owners, high net worth clients, and those planning for retirement.

Richard Kubiak is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 2498 Union Road in Cheektowaga, New York, United States. Richard holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and Behavioral Financial Advisor, among others. These certifications demonstrate his expertise in asset management, estate planning, retirement planning, and investment strategies. Richard also specializes in working with domestic partners, seniors, and individuals planning for retirement. With a focus on comprehensive financial planning, Richard is dedicated to helping his clients achieve their financial goals and secure their financial future.

Fieldstone Private Wealth - Ameriprise Financial Services, LLC is a finance institution located at 259 Main Street in East Aurora, New York, United States. Our Ameriprise financial advisors are registered to do business in certain U.S. states and are dedicated to helping you achieve your financial goals. During the initial consultation, we will discuss what is most important to you and provide an overview of financial planning concepts. While we cannot guarantee future financial results, we are committed to providing personalized and professional service to our clients. Please visit our website for important disclosures and regulations, as well as information on privacy and security. We appreciate referrals and look forward to helping your friends and family members with their financial needs. Contact us today to schedule a meeting and start planning for a secure financial future.

Anthony Mancuso, a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 113 Main Street in Batavia, New York, offers a wide range of financial services to individuals seeking asset management solutions. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Anthony Mancuso provides expert advice on investment strategies, retirement planning, estate planning, and insurance products. As a Chartered Financial Analyst® and a CERTIFIED FINANCIAL PLANNER™, Anthony Mancuso upholds the highest standards of professionalism and ethics in the finance industry. Whether you are a retiree, small business owner, high net worth individual, or a veteran, Anthony Mancuso is dedicated to helping you achieve your financial goals with personalized solutions tailored to your unique needs.

Fieldstone Private Wealth - Ameriprise Financial Services, LLC is a finance institution located at 219 East Main Street in Batavia, New York, United States. As a recipient of the Ameriprise Client Experience Award for 2023, we are committed to providing the highest quality of service with integrity. Our team of professionals, backed by the Ameriprise Investment Research Group, offers one-to-one financial advice and exceptional client service. We specialize in helping individuals achieve their financial goals by carefully monitoring market conditions and providing guidance on investments. Our advisors are registered to do business in certain U.S. states and adhere to strict regulations to ensure the privacy and security of our clients' information.

Fieldstone Private Wealth - Ameriprise Financial Services, LLC is a finance institution located at 29 Clinton Street in Brockport, New York, United States. Ameriprise financial advisors are registered to do business in certain U.S. states and offer consultations to discuss your financial priorities. While the initial consultation provides an overview of financial planning concepts, written analysis and recommendations are not guaranteed. The institution cannot guarantee future financial results and users of the website agree to be bound by Ameriprise Financial Website Rules and Regulations. With a focus on privacy and security, Ameriprise Financial Services, LLC is a member of FINRA and SIPC. Referrals are appreciated and will be contacted soon to help achieve their financial goals. Feel free to inform them in advance that Ameriprise Financial Services, LLC will be reaching out.

Mike Keys - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 1100 South Goodman Street, Rochester, New York, is a finance institution offering a wide range of services to meet the diverse needs of individuals. Mike Keys holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, estate planning, retirement planning, and investment strategies. Additionally, Mike Keys is dedicated to providing specialized services such as behavioral financial advising, philanthropic advising, and divorce financial analysis. With a focus on professionalism and ethical practices, Mike Keys aims to help clients achieve their financial goals and secure their financial future.