The 30 Best Professional asset management in New York City, New York

Welcome to Jason Hoffman Finance, your trusted partner in achieving financial success. Located conveniently at 859 Walt Whitman Road, Melville, New York, we are dedicated to providing personalized financial solutions tailored to meet the unique needs of each client. Our team of experienced professionals is committed to guiding you through every step of your financial journey, whether you’re planning for retirement, managing investments, or seeking advice on wealth management. At Jason Hoffman Finance, we understand that your financial goals are as unique as you are. That’s why we offer a comprehensive range of services designed to help you navigate the complexities of today’s financial landscape with confidence. Our client-focused approach ensures that you receive the highest level of service and the most effective strategies to achieve your objectives.

Welcome to Janni and Associates Inc, your trusted insurance agency located in the heart of Huntington Station, New York. Situated at 33 Walt Whitman Road, our dedicated team is committed to providing personalized and comprehensive insurance solutions tailored to meet your unique needs. Whether you're seeking coverage for your home, vehicle, business, or personal health, we offer a wide range of options to ensure you and your assets are protected. Our experienced professionals work diligently to find the best policies at competitive rates, offering peace of mind and security for our clients. At Janni and Associates Inc, we pride ourselves on our customer-centric approach, ensuring that every client receives the attention and care they deserve. Visit us today or contact us to learn how we can assist you with all your insurance needs.

Welcome to Complete Care Insurance Co, your trusted insurance agency located in the heart of Melville, New York. Situated at 330 Maxess Road, we are dedicated to providing comprehensive insurance solutions tailored to meet your unique needs. Our team of experienced professionals is committed to offering personalized service and expert guidance to help you navigate the complexities of insurance. Whether you're seeking coverage for your home, auto, business, or health, we offer a wide range of products designed to protect what matters most to you. At Complete Care Insurance Co, we believe in fostering long-lasting relationships with our clients through transparency, reliability, and exceptional customer service. Visit us today and discover how we can help secure your future with confidence.

Welcome to Esis Proclaim, your trusted insurance agency located in the heart of Melville, New York. Situated at 35 Pinelawn Road, our dedicated team is committed to providing personalized insurance solutions tailored to meet your unique needs. At Esis Proclaim, we understand the importance of safeguarding what matters most to you, whether it's your home, business, or personal assets. With a comprehensive range of insurance products and services, we strive to offer peace of mind and protection for you and your loved ones. Our experienced professionals are here to guide you every step of the way, ensuring you receive the best coverage at competitive rates. Visit us today and discover why Esis Proclaim is the preferred choice for insurance in Melville and beyond. Your security is our priority.

Welcome to Long Island Liquidations LLC, your premier finance partner located in the heart of Rocky Point, New York. Situated at 427 New York 25A, we are dedicated to providing exceptional financial services tailored to meet the unique needs of our community. Our team of experienced professionals specializes in asset liquidation, helping individuals and businesses maximize their returns through efficient and effective strategies. Whether you're looking to liquidate assets, manage debt, or explore financial opportunities, we offer personalized solutions with integrity and transparency. At Long Island Liquidations LLC, we pride ourselves on our commitment to client satisfaction and our reputation for delivering results. Visit us today and discover how we can assist you in achieving your financial goals with confidence and ease.

Welcome to Farm Insurance Co, your trusted insurance agency located in the heart of Shoreham, New York. Situated at 48 North Country Road, we are proud to serve the local community and beyond with our comprehensive insurance solutions tailored to meet your unique needs. At Farm Insurance Co, we specialize in providing personalized coverage options that protect what matters most to you. Whether you're seeking insurance for your home, farm, business, or personal assets, our dedicated team of experienced professionals is here to guide you every step of the way. We understand the importance of peace of mind and are committed to delivering exceptional service and reliable insurance products. Visit us today and discover how Farm Insurance Co can help safeguard your future.

Welcome to Stephen Anglim - Morgan Stanley, your trusted partner in navigating the complex world of finance. Conveniently located at 414 Main Street, Port Jefferson, New York, we are dedicated to providing tailored financial solutions to meet your unique needs. With a deep commitment to excellence and a client-first approach, Stephen Anglim and his team offer a comprehensive range of services including wealth management, investment strategies, retirement planning, and more. Our goal is to help you achieve financial success and peace of mind through personalized guidance and expert advice. Visit us today and discover how we can help you secure a prosperous future.

Welcome to Farm Family Casualty Insurance Co, your trusted insurance agency located at 85 Echo Avenue, Miller Place, New York. We specialize in providing comprehensive insurance solutions tailored to meet the unique needs of our community. With a strong commitment to protecting your assets and ensuring peace of mind, we offer a wide range of insurance products including home, auto, farm, and business insurance. At Farm Family Casualty Insurance Co, we understand that every client has different needs and goals. Our team of experienced professionals is dedicated to offering personalized service and expert advice to help you make informed decisions about your insurance coverage. Whether you're looking to safeguard your family, secure your property, or protect your livelihood, we are here to assist you every step of the way.

Welcome to PTSA Inc., your trusted insurance agency located in the heart of Miller Place, New York. Conveniently situated at 9 Woodland Road, our team is dedicated to providing personalized insurance solutions tailored to meet your individual needs. At PTSA Inc., we understand that life is unpredictable, and that's why we offer a comprehensive range of insurance products, including home, auto, life, and business insurance, to ensure you and your assets are protected. Our experienced professionals are committed to delivering exceptional service and expert guidance, helping you make informed decisions with confidence. Whether you're looking to safeguard your family's future or secure your business operations, PTSA Inc. is here to support you every step of the way. Trust us to be your reliable partner in navigating the complexities of insurance with ease and peace of mind. Visit us today or contact our friendly team to discover how we can help protect what matters most to you.

Welcome to KABS Agency, your trusted partner in insurance solutions, conveniently located at 77 Grassland Circle, Mount Sinai, New York. As a dedicated insurance agency, we are committed to providing personalized service and comprehensive coverage options to meet the diverse needs of our clients. Whether you're seeking protection for your home, auto, health, or business, our team of experienced professionals is here to guide you every step of the way. At KABS Agency, we understand that each client is unique, and we pride ourselves on delivering tailored insurance plans that offer peace of mind and financial security. Visit us today and discover why we are the preferred choice for insurance services in Mount Sinai and the surrounding areas. Your protection is our priority.

Welcome to The Luss Group, Inc., your trusted partner in insurance and financial services. Conveniently located at 102 West Broadway, Port Jefferson, New York 11777, we pride ourselves on delivering personalized and comprehensive solutions to meet your unique needs. With a commitment to excellence and a client-first approach, The Luss Group offers a wide range of insurance products and financial planning services designed to help you secure your financial future. Our experienced team, led by Kevin A. Luss, CFP, ChFC, is dedicated to providing expert guidance and tailored strategies for every stage of your life.

Welcome to Proactive Benefits Solutions, your trusted partner in navigating the complex world of insurance. Conveniently located at 3 Gnarled Oak Drive, Setauket-East Setauket, New York, we are dedicated to providing personalized and comprehensive insurance solutions that meet the unique needs of individuals, families, and businesses in our community. At Proactive Benefits Solutions, we understand that each client is different, and we pride ourselves on offering tailored insurance plans that offer both security and peace of mind. Our experienced team of professionals is committed to delivering exceptional service and expert guidance, ensuring that you are well-informed and confident in your insurance decisions.

Welcome to LRS Capital Group, Inc. Located in the heart of Mount Sinai, New York, LRS Capital Group, Inc. is your trusted partner in finance. Nestled at 1 Cassie Court, our firm is dedicated to providing comprehensive financial solutions tailored to meet the unique goals of each client.

Welcome to CIS Abstract Inc, your trusted insurance agency located in the heart of Northport, New York. Situated at 24 Woodbine Avenue, we are dedicated to providing comprehensive insurance solutions tailored to meet your unique needs. At CIS Abstract Inc, we understand that navigating the world of insurance can be complex, which is why our team of experienced professionals is committed to offering personalized service and expert guidance every step of the way. Whether you're looking for personal, commercial, or specialty insurance coverage, we have a wide range of options to ensure you and your assets are well-protected. Our mission is to deliver peace of mind through reliable insurance products and exceptional customer service. Visit us today and discover how CIS Abstract Inc can safeguard your future.

Welcome to Setauket Financial Center, your trusted partner in financial planning and management, conveniently located at 30 Brookfield Lane, Centereach, New York. As a premier financial services provider, we are committed to helping individuals, families, and businesses navigate their financial journeys with confidence and clarity. At Setauket Financial Center, we offer a comprehensive range of services tailored to meet your unique financial needs. Whether you're looking for investment advice, retirement planning, tax strategies, or wealth management, our team of experienced professionals is here to guide you every step of the way. We pride ourselves on delivering personalized solutions that align with your goals and aspirations, ensuring your financial future is secure and prosperous.

Welcome to Opus Risk, your trusted insurance agency located at 12 Martha Lane, Selden, New York 11784. At Opus Risk, we are committed to providing comprehensive insurance solutions tailored to meet the unique needs of individuals, families, and businesses in our community. Our experienced team of professionals is dedicated to helping you navigate the complex world of insurance with ease and confidence. We offer a wide range of insurance products, including home, auto, life, and business insurance, ensuring that you and your assets are well-protected against unforeseen circumstances. Our personalized approach means that we take the time to understand your specific requirements and provide you with the most suitable coverage options.

Welcome to Shelden Enterprises, your trusted insurance agency located in the heart of Selden, New York. Conveniently situated at 248 Middle Country Road, we are dedicated to serving the insurance needs of our community with professionalism and personalized care. At Shelden Enterprises, we understand that navigating the world of insurance can be complex, which is why our experienced team is here to guide you every step of the way. We offer a comprehensive range of insurance solutions tailored to meet the unique needs of individuals, families, and businesses. Whether you're looking for auto, home, life, or business insurance, our knowledgeable agents are committed to finding the right coverage at competitive rates. Our goal is to ensure that you have peace of mind knowing that you, your loved ones, and your assets are well-protected.

Welcome to COVERiT Risk Solutions LLC, your trusted insurance agency located in the heart of East Northport, New York. Situated at 351 Larkfield Road, our dedicated team is committed to providing personalized and comprehensive insurance solutions tailored to meet your unique needs. Whether you're seeking coverage for your home, vehicle, business, or personal assets, we offer a wide range of insurance products designed to protect what matters most to you. At COVERiT Risk Solutions LLC, we pride ourselves on delivering exceptional customer service, expert advice, and peace of mind. Visit our office or contact us today to discover how we can help safeguard your future.

Welcome to Pension Fund Evaluations, your trusted partner in financial insights and strategy located at 2450 Middle Country Road, Centereach, New York. Specializing in the comprehensive analysis and evaluation of pension funds, our firm provides expert guidance to ensure the optimal performance of your financial investments. With a team of seasoned professionals dedicated to upholding the highest standards of integrity and accuracy, we cater to both individual and institutional clients. Our services include in-depth fund performance analysis, risk assessment, and strategic planning to help you make informed decisions about your financial future. Discover the difference that expert evaluation can make and secure your financial peace of mind with Pension Fund Evaluations. Visit us today to learn more about how we can assist you in achieving your financial goals.

Welcome to Li Bank, your trusted financial partner located at 222 East Main Street, Smithtown, New York. As a premier provider of banking and financial services, we are dedicated to helping our community achieve their financial goals with ease and convenience. Whether you're looking to manage your everyday banking needs, make use of our secure ATM services, or explore a range of financial solutions, Li Bank is here to support you every step of the way. Our team of experienced professionals is committed to delivering personalized service and expert advice tailored to your unique financial situation. Visit us today to experience the Li Bank difference and discover how we can help you build a brighter financial future.

Welcome to Elena Kolesnikova - State Farm Insurance Agent, your trusted partner for comprehensive insurance services in Medford, New York, and beyond. Conveniently located at 3249 Route 112, our agency proudly serves the communities of Nassau and Suffolk Counties on Long Island, as well as residents in New Jersey, Connecticut, and Pennsylvania. Led by Elena Kolesnikova, our dedicated team is committed to providing you with personalized insurance solutions to protect what matters most. Whether you're embarking on a summer adventure with your ATV, boat, or camper, or hitting the road on your motorcycle, we have the right coverage for you. Our comprehensive offerings include Auto, Home, Business, Life Insurance, and more, ensuring that all your insurance needs are met under one roof.

Welcome to Maximus Financial, your trusted insurance agency located at 207 Smithtown Boulevard, Nesconset, New York 11767. At Maximus Financial, we are committed to providing personalized insurance solutions tailored to meet your unique needs. Our team of experienced professionals is dedicated to helping you navigate the complexities of insurance and investment services with confidence and ease. As an esteemed partner of Cetera Advisor Networks LLC, a member of FINRA and SIPC, we offer a wide range of securities and advisory services. Cetera Advisor Networks LLC operates under separate ownership, ensuring that our clients receive objective and unbiased advice. Our offerings include brokerage services with transaction-based compensation, investment advisory services with asset-based fees, or a combination of both, depending on your preferences and financial goals.

Welcome to Capital Solutions Inc., your trusted insurance agency located in the heart of Ronkonkoma, New York. Situated at 558 Portion Road, we are dedicated to providing tailored insurance solutions that cater to your unique needs. At Capital Solutions Inc., we understand that protecting your assets and securing your future are top priorities. Our experienced team of professionals is committed to delivering exceptional service and personalized advice, ensuring you have the right coverage at the best possible value. Whether you are looking for personal, commercial, or specialized insurance, we offer a comprehensive range of products to meet your requirements. Visit us today and discover why Capital Solutions Inc. is the preferred choice for individuals and businesses in Ronkonkoma and beyond. Let us help you navigate the complexities of insurance with confidence and ease.

Welcome to Claims and Finds LLC, your trusted financial partner located at 78 Daly Road, East Northport, New York. At Claims and Finds LLC, we specialize in providing comprehensive financial solutions tailored to meet the unique needs of our clients. Our team of experienced professionals is dedicated to helping you navigate the complex world of finance with ease and confidence. Whether you are seeking assistance with claims, asset recovery, or financial consulting, we are here to guide you every step of the way. Our commitment to excellence and personalized service ensures that you receive the highest quality support and advice. Visit us today to discover how Claims and Finds LLC can help you achieve your financial goals.

Welcome to Mutual Inc., your trusted partner in achieving the financial future you envision. Conveniently located at 2410 North Ocean Avenue, Farmingville, New York, we specialize in providing tailored financial solutions to help you and your family navigate your retirement journey with confidence. At Mutual Inc., we understand that the first step in planning for retirement is identifying your income needs. Our comprehensive services include insights into asset allocation and diversification, designed to enhance your investment outcomes. Explore our MemberMinds video series to gain valuable knowledge about these critical financial strategies.

Welcome to Liberty Risk Insurance Agency, your trusted partner in safeguarding what matters most to you. Conveniently located at 2333 New York 112, Medford, New York, we are committed to providing personalized insurance solutions tailored to meet the unique needs of our clients. As a dedicated insurance agency, we offer a wide range of coverage options, including auto, home, life, and business insurance, ensuring that you and your assets are well-protected. Our team of experienced professionals is passionate about delivering exceptional service and expert guidance, helping you navigate the complexities of insurance with ease. At Liberty Risk Insurance Agency, we prioritize building long-lasting relationships with our clients, offering peace of mind through comprehensive and affordable insurance plans.

Welcome to Lee Neugebauer - Morgan Stanley, your trusted partner in navigating the complex world of finance. Conveniently located at 888 Veterans Memorial Highway in Hauppauge, New York, we are dedicated to offering personalized financial services tailored to meet your unique goals and aspirations. At Lee Neugebauer - Morgan Stanley, we understand that financial planning is a journey, and we are here to guide you every step of the way. With a commitment to excellence and a focus on building long-term relationships, our team of experienced professionals provides a comprehensive range of services, including wealth management, investment strategies, retirement planning, and more.

Welcome to The 454 Group - Morgan Stanley, your trusted partner in financial planning and wealth management, conveniently located at 888 Veterans Memorial Highway, Hauppauge, New York. As a leading financial advisory firm, we are dedicated to helping individuals, families, and businesses navigate the complexities of wealth management with personalized strategies and expert guidance. At The 454 Group, we understand that each client's financial journey is unique. Our team of experienced professionals is committed to providing tailored solutions that align with your specific goals and aspirations. Whether you're planning for retirement, managing investments, or seeking comprehensive financial advice, we leverage the vast resources of Morgan Stanley to deliver exceptional service and results.

Welcome to William R White - Morgan Stanley, your trusted partner in financial success, located at 888 Veterans Memorial Highway, Hauppauge, New York. As a distinguished member of the Morgan Stanley network, we specialize in providing comprehensive financial services tailored to meet the unique needs of our clients. Whether you're planning for retirement, seeking investment strategies, or managing your wealth, our team of experienced professionals is dedicated to helping you achieve your financial goals. We pride ourselves on delivering personalized service, expert advice, and innovative solutions to ensure your financial well-being. Visit us today and discover how we can assist you on your financial journey.

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.