TOP 30 Best Proactive wealth management in New City, New York

Welcome to Lisa McKenney - RBC Wealth Management Financial Advisor, located at 5786 Widewaters Parkway, Syracuse, New York 13214. At our firm, we believe that the best financial strategies are those that are tailored to your unique goals and aspirations. Whether you're planning for retirement, saving for the future, or managing life's unexpected events, we are here to guide you every step of the way. Our personalized wealth management services provide you with a comprehensive view of your financial picture, accessible at your convenience. With RBC Wealth Management Online, you can monitor your progress, stay informed about market trends, and manage your finances securely from any device, 24/7.

Welcome to Peony Chan - TD Wealth Financial Advisor, your trusted partner in financial planning and wealth management. Conveniently located in the heart of Manhattan at 1995 Broadway, New York, our firm is dedicated to providing personalized financial solutions to help you achieve your financial goals. At Peony Chan - TD Wealth, we understand that every client's financial journey is unique. Our experienced financial advisor, Peony Chan, brings a wealth of knowledge and expertise to guide you through the complexities of financial planning. Whether you're looking to invest for the future, plan for retirement, or manage your wealth, we offer a comprehensive range of services tailored to meet your specific needs.

Heritage Financial Advisory Group is a leading finance institution located at 1500 New York 112 in Port Jefferson Station, New York, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies and comprehensive financial planning services. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Heritage Financial Advisory Group is here to provide expert guidance and support every step of the way. Trust us to help you secure your financial future.

Prudential Financial - Three Village is a finance institution located at 100-5 South Jersey Avenue in Setauket- East Setauket, New York, United States. This institution offers a wide range of financial services including investment management, retirement planning, insurance, and wealth management. With a focus on providing personalized financial solutions to individuals, families, and businesses, Prudential Financial - Three Village is committed to helping clients achieve their financial goals and secure their financial future. The experienced team of professionals at this institution is dedicated to providing expert advice and guidance to help clients make informed decisions about their finances.

Tony Gomez CFP Northwestern Mutual is a finance institution located at 400 Broadhollow Road in Melville, New York. Specializing in financial planning and wealth management, our team of professionals is dedicated to helping clients achieve their financial goals. With a focus on personalized service and expert advice, we provide comprehensive financial solutions tailored to each individual's unique needs. Trust Tony Gomez CFP Northwestern Mutual to guide you towards a secure financial future.

Rosemont Financial Group is a leading finance institution located at 18 Corporate Woods Drive in Albany, New York, United States. With a team of experienced professionals, Rosemont Financial Group offers a wide range of financial services including investment management, retirement planning, and wealth management. Whether you are an individual looking to grow your personal finances or a business seeking strategic financial solutions, Rosemont Financial Group is dedicated to helping you achieve your financial goals. Trust in Rosemont Financial Group for expert advice and personalized financial strategies tailored to your specific needs.

Welcome to the Women's Imaging and Surgical Center, a premier health facility dedicated to providing exceptional breast health care for both women and men. Conveniently located at 118 North Country Road, Port Jefferson, New York, our center is committed to enhancing your overall well-being by empowering you with knowledge and compassionate care. At the heart of our center is Dr. Dwight De Risi, a renowned breast surgical oncologist with over 30 years of experience. Dr. De Risi is celebrated for his gentle approach, thoroughness, and dedication to patient care. His expertise is complemented by a team that includes a specialized medical oncologist and a breast health nurse practitioner. Together, they offer comprehensive services in patient navigation, high-risk management, and breast cancer survivorship.

Inderpreet Singh- Certified Public Accountant NYC is a reputable accounting and finance institution located at 249-12 Jericho Turnpike, Bellerose, New York, United States. Our dedicated team is committed to providing our customers with accurate and timely financial information to ensure that their business operations run smoothly every day. We offer a comprehensive range of cost-effective accounting services to meet your needs. At Inderpreet Singh- CPA NYC, we take a proactive approach to tax services by staying up-to-date on new tax laws and legislation. This enables us to identify key tax planning opportunities that can minimize your current and future tax liabilities. Our team of experts is dedicated to providing both individual and business clients with the tax expertise they deserve.

Robert Greene CPA - Tax Strategies, Inc. is a premier accounting and finance institution located at 152 Deer Ridge Drive in Staatsburg, New York, United States. We specialize in taking the stress out of filing taxes and helping clients cut their tax bills. Our experienced tax specialists work with individuals and businesses of all sizes to ensure they claim all deductions and credits they are entitled to. At Robert Greene CPA - Tax Strategies, Inc., we believe in being proactive when it comes to taxes. Our team will guide you on how to structure your income and expenses throughout the year to maximize deductions during tax time. We also focus on utilizing strategic tax planning to reduce taxes without creating audit risk.

Welcome to Allix E. Hodges, PA, your trusted healthcare provider located in the heart of Whitney Point, New York. Situated at 2660 Main Street, our practice is dedicated to offering exceptional medical care to the community and surrounding areas. As a reputable physician assistant, Allix E. Hodges brings a wealth of experience and a compassionate approach to patient care, ensuring that each visit is both comfortable and comprehensive. Our practice specializes in a wide range of health services tailored to meet the needs of individuals and families. Whether you're seeking routine check-ups, preventive care, or management of chronic conditions, we are here to support your health and well-being. We pride ourselves on creating a welcoming environment where patients feel heard, respected, and empowered to take charge of their health.

Welcome to Dr. Nabil Salib's Medical Practice – Your Trusted Partner in Family Medicine and Weight Loss in Forest Hills, Queens, NY Located in the vibrant community of Forest Hills, Queens, Dr. Nabil Salib's practice is dedicated to delivering exceptional healthcare services. Situated at 116-20 Queens Boulevard, our clinic is a beacon of health and wellness for families and individuals alike. Dr. Salib, a distinguished Yale-educated physician, brings a wealth of expertise in family medicine and weight loss, offering a well-rounded approach to health management.

Spano Advisory Services, Inc. is a finance institution located at 960 U.S. 6 in Mahopac, New York. With a team of experienced financial advisors, Spano Advisory Services offers personalized financial planning and investment management services to help clients reach their financial goals. Whether you are looking to save for retirement, grow your wealth, or plan for your children's education, Spano Advisory Services is dedicated to providing expert guidance and support every step of the way. Trust in Spano Advisory Services to help you navigate the complexities of the financial world and secure a prosperous future.

Fortitude Investment Group is a finance institution located at 417 East Main Street, Port Jefferson, New York, United States. They believe in helping clients achieve their personal, professional, and financial goals by providing comprehensive financial planning services. Their team is committed to earning client relationships every day by investing time and expertise selflessly. They offer services in financial planning to address every phase of a client's financial life. Potential clients are invited to spend an hour discussing their financial goals with an investment professional. The institution values transparency and encourages clients to check the background of their investment professionals on FINRA's BrokerCheck. They provide educational information on investments, but advise clients to consult with a professional regarding their individual circumstances. Securities are offered through Concorde Investment Services, LLC, and advisory services through Concorde Asset Management, LLC. Fortitude Investment Group is independent of CIS, CAM, and CIA. Investors are advised to carefully consider the risks and charges of variable annuities before investing. The institution emphasizes that investment returns and principal value are not guaranteed, and product guarantees are based on the claims-paying ability of the issuing company.

Atlantic Financial Group, LLC is a finance institution located at 58 New Street in Huntington, New York, United States. Specializing in financial services, Atlantic Financial Group, LLC offers a range of solutions to help individuals and businesses manage their finances effectively. With a team of experienced professionals, this institution provides personalized advice and assistance to help clients achieve their financial goals. Whether you are looking for investment guidance, retirement planning, or insurance solutions, Atlantic Financial Group, LLC is dedicated to providing top-notch service and support. Contact them today to learn more about how they can help you secure your financial future.

Farther is a finance institution located at 150 Greenwich Street in New York, New York, United States. We offer comprehensive wealth management services to ensure your prosperity now and in the future. By filling out a commitment-free form, you can begin receiving personalized guidance from our experienced advisors backed by proactive technology. Our advisors and data-driven wealth platform set a new standard in financial planning, putting your money to work for you and your family. At Farther, our wealth advisors' incentives are aligned with yours, allowing them to offer unbiased guidance that serves you above all else. Our proprietary platform is equipped with smart features that enable our advisors to focus more on your needs. Your advisor is supported by a team of experts including financial planners, estate attorneys, CPAs, life insurance specialists, and more.

Edward Jones - Financial Advisor: Judi R McAnaw is a finance institution located at 200 Business Park Drive in Armonk, New York, United States. With a focus on personalized financial planning and investment strategies, Judi R McAnaw provides expert advice and guidance to help clients achieve their financial goals. Whether you are planning for retirement, saving for a child's education, or looking to grow your wealth, Edward Jones - Financial Advisor: Judi R McAnaw can help create a customized financial plan tailored to your individual needs. With a commitment to integrity and client satisfaction, this institution is dedicated to helping you secure a stable financial future.

Javier Lugo - Prudential Financial is a reputable finance and insurance agency located at 360 Hamilton Avenue in White Plains, New York, United States. With a team of experienced professionals, they offer a wide range of financial services and insurance products to help individuals and businesses achieve their financial goals. Whether you are looking for retirement planning, investment advice, or insurance coverage, Javier Lugo - Prudential Financial is dedicated to providing personalized solutions to meet your needs. Visit their office today to learn more about how they can help you secure your financial future.

IB Cohen is a renowned store located at 525 Main Street in New Rochelle, New York. This institution offers a wide range of products and services to cater to the needs of its customers. From clothing and accessories to household items and electronics, IB Cohen has something for everyone. The store prides itself on providing high-quality products at affordable prices, making it a popular shopping destination in the area. With a friendly and knowledgeable staff, customers can expect a pleasant shopping experience at IB Cohen. Visit us today and discover all that we have to offer!

Edelman Financial Engines is a leading financial institution located at 28 Corporate Drive in New York, United States. Specializing in finance, they offer a range of services to help individuals and businesses manage their wealth and investments. With a team of experienced financial advisors, Edelman Financial Engines provides personalized financial planning and investment strategies to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Edelman Financial Engines can provide the expertise and guidance you need to secure your financial future.

Hartmann Financial Group LLC is a finance institution located at 2 Howard Place in Delmar, New York, United States. We specialize in providing comprehensive financial services to our clients, including investment management, retirement planning, and wealth preservation strategies. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through personalized and strategic financial planning. Contact us today to learn more about how we can help you secure your financial future.

Richard F. White - Morgan Stanley is a leading financial institution located at 80 State Street in Albany, New York. Specializing in finance, the institution offers a wide range of services including wealth management, investment banking, and asset management. With a team of experienced professionals, Richard F. White - Morgan Stanley is dedicated to providing clients with personalized financial solutions to help them achieve their goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, this institution is committed to helping you navigate the complex world of finance with confidence and peace of mind.

Weinberg Financial Group is a reputable financial institution located at 35 West Harrison Street in Jamestown, New York, United States. Specializing in finance, they offer a wide range of services including investment management, retirement planning, estate planning, and more. With a team of experienced professionals, Weinberg Financial Group is dedicated to helping clients achieve their financial goals and secure their financial future. Contact them today to schedule a consultation and see how they can assist you with your financial needs.

Aspire Financial Group, LLC is a leading finance institution located at 231 Main Street in Vestal, New York, United States. Our team of experienced professionals is dedicated to providing comprehensive financial solutions to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, our team is here to help. With a focus on personalized service and a commitment to excellence, Aspire Financial Group, LLC is your trusted partner in financial success.

Onofry Financial Services is a reputable finance institution located at 17 East Main Street in Port Jervis, New York, United States. We specialize in providing a wide range of financial services to individuals and businesses, including investment management, retirement planning, tax preparation, and insurance services. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Contact us today to schedule a consultation and learn how we can help you with your financial needs.

Level Financial Advisors is a leading finance institution located at 9310 Transit Road in East Amherst, New York. Our team of experienced financial advisors is dedicated to helping individuals and businesses achieve their financial goals through personalized and comprehensive financial planning services. Whether you are looking to invest, plan for retirement, or manage your assets, our team is here to provide expert guidance and support every step of the way. Visit us today to learn how we can help you reach the next level of financial success.

Lebron Financial Services, Inc. is a reputable insurance agency located at 11 Medway Avenue in Congers, New York. With a commitment to providing top-notch financial services to its clients, Lebron Financial Services, Inc. offers a wide range of insurance products tailored to meet the unique needs of individuals and businesses. Their team of experienced professionals is dedicated to helping clients find the best insurance solutions to protect their assets and secure their financial future. Whether you are looking for auto, home, life, or business insurance, Lebron Financial Services, Inc. is here to provide you with expert guidance and personalized service. Contact them today to learn more about how they can help you achieve peace of mind through comprehensive insurance coverage.

WM Security Services is a leading finance institution located in Goshen, New York. With a commitment to providing top-notch security services for all your financial needs, our team of experts is dedicated to ensuring the safety and protection of your assets. Whether you need assistance with personal banking, investment management, or corporate finance, we have the experience and knowledge to help you achieve your financial goals. Visit us at 26 Scotchtown Avenue to learn more about how WM Security Services can safeguard your wealth and investments.

Joseph P. Lucia & Associates, LLC is a finance institution located at 3505 Hill Boulevard in Yorktown Heights, New York, United States. As an independent financial advisory firm, they prioritize the best interests of their clients above all else. They offer personalized portfolio creation based on individual needs and investment goals, utilizing the stability and service of Charles Schwab Institutional as their custodian. With a focus on unbiased relationships and the highest standards of care, they provide ongoing collaboration and innovative strategies to help clients achieve their financial goals. Their team of experienced financial professionals and access to cutting-edge technologies ensure that clients receive exceptional service and objective financial planning. Recognized for their outstanding service, Joseph P. Lucia & Associates, LLC is dedicated to enriching the lives of their clients and helping them stay focused on their financial journey. They look forward to building long-term relationships with clients and helping them reach their financial dreams. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC. Awards received by the firm were based on merit and not paid for.

Nikki Stone - State Farm Insurance Agent is a dedicated insurance professional located at 1334 Union Street, Schenectady, New York, United States. With 4 years of experience, Nikki has honed her skills in insurance and financial services, and is committed to helping clients protect, grow, and transfer their wealth. Beyond her professional life, Nikki is a devoted family woman who finds inspiration in her loved ones. The institution's mission is to inspire people to take a proactive approach to their personal financial future, offering guidance on protection, growth, and creating legacies. The team at Nikki Stone - State Farm Insurance Agent helps customers with various insurance and financial services needs, including life insurance, annuities, and deposit products.

MJC Financial Services, located at 2201 James Street in Syracuse, New York, offers finance services to help clients manage their financial lives. Led by Financial Advisor Michael Cook, our mission is to assist clients in understanding the opportunities and potential rewards available when taking a proactive approach to personal finance. We value building trusted, professional relationships to help clients pursue their financial goals. Securities and Advisory Services are offered through Cadaret, Grant & Co., Inc., a Registered Investment Advisor and Member of FINRA/SIPC. MJC Financial Services and Cadaret, Grant are separate entities. Check the background of our investment professionals on FINRA's BrokerCheck. We are located at 8135 Soule Road, Liverpool, New York 13090. Securities are offered in multiple states including AZ, FL, GA, KS, MD, ME, MO, NC, NJ, NV, NY, OH, PA, SC, TX, UT, VA, and VT. Visit us to learn more about how we can help you achieve your financial goals.