TOP 10 Private family offices in New York City, New York
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Erica L. Cummings - RBC Wealth Management Branch Director
Erica L. Cummings - RBC Wealth Management Branch Director is a leading finance institution located at 80 Linden Oaks in Rochester, New York, United States. As a branch director, Erica L. Cummings oversees a team of dedicated wealth management professionals who provide personalized financial services to clients. With a focus on building long-term relationships and providing tailored investment strategies, Erica L. Cummings - RBC Wealth Management Branch Director is committed to helping clients achieve their financial goals.
Paula M. Terzioglu - Morgan Stanley
Paula M. Terzioglu - Morgan Stanley is a prominent finance institution located at 300 Linden Oaks in Rochester, New York, United States. With a strong reputation for providing high-quality financial services, Paula M. Terzioglu - Morgan Stanley offers personalized investment strategies, wealth management, and financial planning to help clients achieve their financial goals. The experienced team at this institution is dedicated to delivering exceptional service and tailored solutions to meet the unique needs of each client. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Paula M. Terzioglu - Morgan Stanley is committed to helping you navigate the complex world of finance with confidence.
Peregrine Capital Partners
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.
RBC Wealth Management
RBC Wealth Management, located at 461 Clinton Street in Schenectady, New York, is a finance institution that prioritizes your unique goals and aspirations. Our team goes beyond just the numbers to create a personalized wealth management plan that meets your needs and ambitions. We work with you to develop strategies that focus on what matters most to you and your family, helping you navigate through changes and protect your wealth for a more secure future. With a focus on both your current needs and future goals, we provide guidance and support to help you achieve financial confidence. Whether it's assisting your family, responsible investing, or philanthropic giving, we help you make a difference in a way that aligns with your values.
Next Financial Group
Next Financial Group is a leading finance institution located at 1473 Erie Boulevard in Schenectady, New York. Our experienced team of financial experts is dedicated to providing personalized financial solutions to help our clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or secure a loan, Next Financial Group is here to help. Contact us today to schedule a consultation and take the next step towards financial success.
Brittney Fields-Morrison - RBC Wealth Management Financial Advisor
Brittney Fields-Morrison is a trusted financial advisor at RBC Wealth Management, located at 455 Patroon Creek Boulevard in Albany, New York. With a focus on personalized financial planning and wealth management, Brittney helps clients navigate their financial goals and secure their financial future. With a commitment to excellence and a dedication to providing top-notch service, Brittney Fields-Morrison is a go-to resource for individuals looking to grow and protect their assets. Contact her today to start your journey towards financial success.
WealthOne Advisory
WealthOne Advisory is a leading finance institution located at 6 Tower Place in Albany, New York, United States. Our team of dedicated financial advisors provides personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, we offer comprehensive financial planning, investment management, and retirement planning solutions. Whether you are looking to grow your wealth, protect your assets, or plan for the future, WealthOne Advisory is here to help you navigate the complexities of the financial world with confidence and peace of mind. Contact us today to schedule a consultation and start planning for a secure financial future.
Olivia Casale - Associate Financial Advisor, Ameriprise Financial Services, LLC
Olivia Casale is an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 80 Wolf Road in Albany, New York, United States. The office closes at 4 pm on Fridays from Memorial Day to Labor Day. Ameriprise financial advisors are registered to do business in certain U.S. states. The initial consultation provides an overview of financial planning concepts, with no written analysis or recommendations provided. Ameriprise Financial cannot guarantee future financial results. The institution is a member of FINRA and SIPC. Clients can expect personalized financial advice tailored to their specific needs. The institution values referrals and strives to help friends and family members achieve their financial goals. The privacy and security of clients' information is a top priority, with strict rules and regulations in place to protect their data. Contact Ameriprise Financial Services, LLC to schedule a meeting and discuss what's most important to you.
John Forte, Founder - Wealth Strategies Group
John Forte, Founder - Wealth Strategies Group is a leading finance institution located at 26 Century Hill Drive in Latham, New York, United States. Our team of experienced professionals specializes in providing comprehensive wealth management solutions tailored to meet the unique needs of our clients. From investment planning to retirement strategies, we are dedicated to helping individuals and families achieve their financial goals. With a focus on personalized service and a commitment to excellence, John Forte, Founder - Wealth Strategies Group is your trusted partner in building and protecting your wealth. Contact us today to schedule a consultation and take the first step towards a secure financial future.
Kenneth White - UBS Financial Services Inc.
Kenneth White - UBS Financial Services Inc. is a reputable finance institution located at 8 Southwoods Boulevard in Albany, New York, United States. With a focus on providing top-notch financial services, our team of experts is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, wealth management, or retirement planning, our institution offers personalized solutions tailored to your individual needs. Trust Kenneth White - UBS Financial Services Inc. to provide you with the expertise and guidance needed to secure a stable financial future.
Chambers Helen
Chambers Helen is a reputable finance institution located at 4500 Pewter Lane in Manlius, New York, United States. With a strong focus on providing personalized financial solutions, Chambers Helen offers a wide range of services including investment management, retirement planning, and wealth preservation. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Visit Chambers Helen today to experience top-notch financial services tailored to meet your individual needs.
Eagan Capital Management
Eagan Capital Management is a leading finance institution located at 210 South Manlius Street in Fayetteville, New York, United States. With a team of experienced professionals, Eagan Capital Management offers a wide range of financial services including investment management, financial planning, and wealth management. Their personalized approach and commitment to excellence make them a trusted partner for individuals and businesses looking to achieve their financial goals. Visit Eagan Capital Management today to see how they can help you secure your financial future.
Elm Valley Townhomes
Elm Valley Townhomes is a premier real estate agency located at 1 Gordon Parkway in Syracuse, New York. Our townhomes offer modern amenities and spacious living areas, perfect for families, professionals, and students alike. With a convenient location near shopping, dining, and entertainment options, Elm Valley Townhomes provides the ideal combination of comfort and convenience. Contact us today to schedule a tour and find your perfect home in Syracuse.
Chatsworth Townhomes
Chatsworth Townhomes, located at 17 Chatsworth Avenue in New York, United States, offers spacious 2-bedroom, 1-bathroom units in the popular town of Tonawanda. Our townhomes are known for their comfortable and stylish design, with ample living space, thermostat heating, laundry hookups, and large kitchen appliances. Tenants also enjoy the convenience of a garage and storage space at no additional cost. One of the highlights of living at Chatsworth Townhomes is our prime location. Situated on a quiet street near Sheridan Drive and Delaware Avenue, residents have easy access to public transportation, main roads, restaurants, shops, and department stores. Additionally, Chatsworth Village is part of the Kenmore-Tonawanda School District and is close to SUNY Buffalo, Canisius University, and other nearby colleges.
Ivybrooke Crossing
Ivybrooke Crossing is a welcoming apartment community located at 200 Center Road in Buffalo, New York. Our apartments are designed with your comfort in mind, offering amenities such as a pool, private patios or balconies, and more. Our friendly staff is dedicated to providing excellent customer service and creating a pleasant living experience for all residents. With a range of floor plans available at different price points, you're sure to find the perfect apartment for your needs. Contact us today to learn more about our specials and availability.
Howard S Innerfield - Morgan Stanley
Howard S Innerfield - Morgan Stanley is a prestigious finance institution located at 2000 Westchester Avenue in Harrison, New York, United States. With a reputation for excellence and expertise in the financial industry, Howard S Innerfield - Morgan Stanley offers a wide range of services to help clients achieve their financial goals. Whether you are looking for investment advice, wealth management, or retirement planning, the experienced professionals at this institution are dedicated to providing personalized solutions tailored to your needs. Trust Howard S Innerfield - Morgan Stanley to help you navigate the complexities of the financial world and secure a prosperous future.
Heritage Meadows Partners LP
Heritage Meadows Partners LP is a premier institution located at 14776 Baker Road in Kent, New York, United States. We specialize in providing top-notch investment opportunities and financial services to our clients. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their future. With a focus on heritage and tradition, Heritage Meadows Partners LP is committed to excellence and integrity in all aspects of our work. Visit us today and discover how we can help you build a solid financial foundation for the future.
Colony Run Townhouses
Colony Run Townhouses is a charming residential community located at 89E Colony Run in Attica, New York. These townhouses offer a peaceful and serene living environment, perfect for individuals or families looking for a cozy place to call home. The property features well-maintained grounds, spacious living spaces, and modern amenities. With its convenient location in a quiet neighborhood, Colony Run Townhouses provide residents with a comfortable and convenient lifestyle. Experience the beauty of country living while still being close to all the amenities and attractions that Attica has to offer.
Woodside Associates
Woodside Associates is a reputable institution located at 9 4th Street in Nunda, New York. We specialize in providing top-notch financial services to our clients, helping them achieve their investment goals and secure their financial future. Our team of experienced professionals is dedicated to providing personalized solutions tailored to each client's unique needs. With a commitment to excellence and integrity, Woodside Associates is the go-to destination for all your financial needs.
Union Park Housing LP
Union Park Housing LP is a modern and well-maintained housing institution located at 49 Union Square Boulevard in North Chili, New York. Our community offers a range of comfortable and affordable housing options for individuals and families looking to reside in a convenient and welcoming environment. With a focus on providing quality living spaces and exceptional customer service, Union Park Housing LP is dedicated to creating a positive and inclusive community for all residents. Our convenient location in North Chili allows for easy access to nearby amenities, schools, and recreational facilities. Experience the comfort and convenience of Union Park Housing LP today.
Chartwell Townhouse Apartments
Located at 1 Chartwell Court in Rochester, New York, Chartwell Townhouse Apartments offers a cozy and convenient living experience in the Brighton suburb. Our two-bedroom townhouse floor plan includes a spacious first floor with kitchen, living, and dining areas, as well as a powder room. The second floor features a master bedroom, second bedroom or office, and a full bathroom. With a finished basement and laundry hookups, these townhouses feel like single-family homes. Enjoy the comforts of home with a fireplace in select units, remodeled kitchens with white cabinetry, private entrances, and patios. Outside, you'll find beautifully landscaped grounds, easy parking, and access to the Erie Canalway Trail for outdoor recreation. Located near I-590 and 490, Chartwell Townhouse Apartments is close to grocery stores, shopping centers, a variety of restaurants, and Brighton schools.
David Lazaros - Morgan Stanley
David Lazaros - Morgan Stanley is a reputable finance institution located at 1200 Franklin Avenue, Garden City, New York, United States. With a focus on providing top-notch financial services, David Lazaros - Morgan Stanley offers a wide range of investment options and wealth management solutions to help clients achieve their financial goals. The team of experienced professionals at this institution is dedicated to delivering personalized advice and tailored strategies to meet the unique needs of each client. Whether you are looking to grow your wealth, plan for retirement, or preserve your assets, David Lazaros - Morgan Stanley is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.
The Pine Barrens Group - Morgan Stanley
The Pine Barrens Group - Morgan Stanley is a finance institution located at 58 South Service Road in Melville, New York, United States. With a reputation for excellence in financial services, the institution offers a wide range of investment and wealth management solutions to individuals and businesses. Their team of experienced professionals provides expert guidance and personalized strategies to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial markets, The Pine Barrens Group - Morgan Stanley is dedicated to helping you succeed.
Henick Lane Service
Henick Lane Service is a reputable institution located at 45-33 Davis Street in New York, United States. We pride ourselves on providing top-notch services to our clients, ranging from financial advisory to legal consultation. Our team of experienced professionals is dedicated to helping individuals and businesses navigate complex issues and make informed decisions. With a commitment to excellence and a client-centric approach, Henick Lane Service is the go-to institution for all your needs. Visit us today and experience the difference.
Luther Forest Wealth Advisors
Luther Forest Wealth Advisors is a reputable finance institution located in Malta, New York, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, investing for the future, or looking to grow your wealth, our knowledgeable professionals are here to provide expert guidance and support. Visit us at 2715 U.S. 9 to learn more about how Luther Forest Wealth Advisors can help you secure your financial future.
JMR PROPERTIES
JMR PROPERTIES is a premier off-campus housing provider located at 25 Elk Road in Wiccopee, New York. Our dedicated representative Gretchen is here to assist you in finding the perfect housing option to suit your needs. Whether you're a student or young professional, we have a variety of properties available to meet your requirements. Feel free to reach out to us via phone or the contact form above, and Gretchen will promptly respond to your inquiries. Our office hours are Monday to Sunday from 8AM to 8PM for regular business, and we are available 24/7 in case of emergencies. Trust JMR PROPERTIES to help you find your ideal off-campus housing solution in the beautiful town of Hopewell Junction, New York.
CDN ROOM RENTALS
CDN Room Rentals is a reputable finance and real estate agency located at 3515 West 144th Street in New York, New York, United States. We specialize in providing high-quality rental rooms for individuals and families looking for affordable and comfortable living spaces in the bustling city. Our team of experienced professionals is dedicated to helping clients find the perfect room to suit their needs and budget. With a focus on customer satisfaction and transparency, CDN Room Rentals is the go-to agency for all your rental room needs in New York City.
Old Mill Partners
Old Mill Partners is a trusted financial institution located at 260 Middle Neck Road in Great Neck, New York. With a commitment to providing tailored financial solutions to meet the needs of their clients, Old Mill Partners offers a range of services including investment management, financial planning, and wealth management. Their team of experienced professionals work closely with clients to develop personalized strategies to help them achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Old Mill Partners is dedicated to helping you secure a solid financial future.
Rolfe Sulzberger Inc
Rolfe Sulzberger Inc. is a prestigious financial institution located at 1100 Clove Road in New York, United States. With a focus on providing top-notch financial services to its clients, Rolfe Sulzberger Inc. prides itself on its commitment to excellence and customer satisfaction. The institution offers a wide range of financial products and services, including investment management, wealth planning, and retirement solutions. With a team of experienced professionals and a reputation for integrity and reliability, Rolfe Sulzberger Inc. is a trusted partner for individuals and businesses looking to secure their financial future.
Triple Enterprises
Triple Enterprises is a leading accounting and finance institution located at 6735 County Road 30 in Bloomfield, New York, United States. With a team of experienced professionals, we provide a wide range of financial services to individuals and businesses. Our expertise includes tax preparation, bookkeeping, financial planning, and investment management. Whether you need help with managing your personal finances or growing your business, Triple Enterprises is here to help you achieve your financial goals. Contact us today to learn more about our services.
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