Professional financial advisers in New York, NY
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Hardy Financial Strategies
● OpenHardy Financial Strategies is a finance and insurance agency located at 303 South Broadway in Tarrytown, New York, United States. Our institution is dedicated to helping clients take a proactive approach to their personal financial situation. We offer services in investing, insurance, retirement planning, estate planning, and wealth preservation. Our website is designed to provide valuable information on financial concepts and educate you on the services we offer. We are committed to providing personalized service and attention to each client. We encourage you to explore our site regularly for updated information and to refer those who could benefit from our services.
303 S Broadway #103, Tarrytown, NY 10591, United States -
Northern Westchester Financial Services
● OpenNorthern Westchester Financial Services is a leading finance institution located at 2649 Strang Boulevard in Yorktown Heights, New York. With a strong focus on providing top-notch financial services to individuals and businesses in the Northern Westchester area, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, Northern Westchester Financial Services is here to provide personalized solutions tailored to your specific needs. Visit us today to see how we can help you secure a brighter financial future.
2649 Strang Blvd # 104, Yorktown Heights, NY 10598, United States -
Tokarz Group Advisers LLC
● OpenTokarz Group Advisers LLC is a reputable finance institution located at 287 Bowman Avenue in Harrison, New York, United States. Our team of experienced advisers is dedicated to providing personalized financial solutions to help our clients achieve their goals. Whether you are looking to invest, plan for retirement, or manage your wealth, we are here to guide you every step of the way. Trust Tokarz Group Advisers LLC for expert financial advice and excellent customer service.
287 Bowman Ave # 331, Purchase, NY 10577, United States -
Dennis Tracy - Financial Advisor, Ameriprise Financial Services, LLC
● OpenDennis Tracy - Financial Advisor, Ameriprise Financial Services, LLC, located at 568 North Main Street, Brewster, New York, United States, offers personalized advice to help clients achieve their financial goals. With background and qualification information available on FINRA's BrokerCheck website, clients can trust in the expertise of Dennis Tracy. The institution provides insights on the current stock market trends and offers complimentary initial consultations to individuals seeking a more confident financial future. Investment products and services are available through Ameriprise Financial Services, LLC, a registered investment adviser, ensuring that clients receive expert guidance in managing their finances.
568 N Main St Ste 204, Brewster, NY 10509, United States -
Ronald Rienas - Financial Advisor, Ameriprise Financial Services, LLC
● OpenRonald Rienas - Financial Advisor at Ameriprise Financial Services, LLC, located at 399 Knollwood Road, White Plains, New York, offers comprehensive financial planning services to help clients achieve their financial goals. With a background and qualification information available on FINRA's BrokerCheck website, clients can trust in the expertise and professionalism of Ronald Rienas. The institution provides a Client Relationship Summary Disclosure to ensure transparency and clarity in all financial transactions. Whether you are looking to understand the current market trends or planning for a more secure financial future, Ronald Rienas is here to guide you through the process.
399 Knollwood Rd Ste 212, White Plains, NY 10603, United States -
Financial Advisory Network
● OpenFinancial Advisory Network is a finance institution located at 6 Old Lane in Scarsdale, New York, United States. Known as "The Firm Engineers Rely On For Their Retirement Planning Needs", our Certified Financial Planner specializes in helping clients smoothly transition from work to retirement. With over 30 years of experience, Robert Leitner, CFP®, RIA, provides expert advice to guide clients towards their financial goals. Services include optimizing Social Security benefits, developing income plans for life, managing retirement distributions, and anticipating healthcare costs. Please consult with a qualified financial adviser and/or tax professional before implementing any strategy, as investments involve risk and are not guaranteed. Visit our website for more information and to learn more about our services.
6 Old Ln, Scarsdale, NY 10583, United States -
Westchester Community New Rochelle
● OpenWestchester Community New Rochelle is a prestigious university located at 129 Barnard Road in New Rochelle, New York, United States. The institution offers a wide range of academic programs and degree options to help students achieve their educational and career goals. With a strong focus on community engagement and student success, Westchester Community New Rochelle provides a supportive and enriching learning environment for all students. Whether you are looking to further your education or start a new career, this university is dedicated to helping you reach your full potential.
129 Barnard Rd, New Rochelle, NY 10801, United States -
Merrill Lynch Financial Advisor Michael Kenline
● OpenMerrill Lynch Financial Advisor Michael Kenline, located at 55 Southwestern Drive in Jamestown, New York, is dedicated to helping you manage your wealth through personalized strategies tailored to your financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Michael and his team of experienced professionals are committed to building strong client relationships based on trust and personalized service. Through the Merrill Personal Wealth Analysis™ process, Michael will work with you to create a personalized plan centered on your goals and priorities. By understanding your unique needs and aspirations, he can help you pursue financial success by making informed investment decisions that align with what matters most to you.
55 Southwestern Dr 1st Floor, Jamestown, NY 14701, United States -
New York University
● OpenNew York University (NYU) is a prestigious university located at 72 Lafayette Street in New York City, New York, United States. Founded in 1831, NYU is known for its strong academic programs, diverse student body, and vibrant campus life. With a wide range of undergraduate and graduate programs, NYU offers students the opportunity to pursue their passions and interests in a dynamic and intellectually stimulating environment. The university is located in the heart of Manhattan, providing students with access to countless cultural, professional, and recreational opportunities. NYU is committed to providing a world-class education and fostering a community of scholars who are dedicated to making a positive impact on the world.
72 Lafayette St, New York, NY 10013, United States -
Murphy Financial Group
● OpenMurphy Financial Group, located at 503 Clinton Street in Fayetteville, New York, is a finance institution dedicated to helping families and businesses manage and protect their wealth. With three generations of experience, the Murphy Financial Group works with professionals in various industries to prepare for their current and future financial needs. They believe in building long-term relationships with clients and their families, providing comprehensive financial planning services that align with their core values and risk tolerance. Led by financial advisors Michael P. Murphy and Andrew M. Murphy, the team at Murphy Financial Group is committed to serving the needs of their clients with unmatched stability, innovation, and strength in the industry. They are licensed to sell insurance through New York Life Insurance Company and offer securities products and services through NYLIFE Securities LLC. Additionally, Michael P. Murphy is registered as an investment adviser representative with Eagle Strategies LLC, providing investment advisory and financial planning services.
503 Clinton St, Fayetteville, NY 13066, United States -
Miller Financial Services
● OpenMiller Financial Services, located at 744 Curtis Court in Lewiston, New York, is a full-service finance and legal institution specializing in retirement planning and estate conservation strategies. Our team of professionals is dedicated to helping you navigate changing financial conditions and create a secure future for yourself and your loved ones. As an investment adviser representative and registered representative of Voya Financial Advisors, Inc., we adhere to federal and state insurance and securities regulations to ensure that we provide the best possible service to our clients. We are licensed to sell insurance products in Florida, New York, and Virginia, and registered to sell securities in Florida, Maryland, New York, Rhode Island, and Virginia.
744 Curtis Ct, Lewiston, NY 14092, United States -
Merrill Lynch Financial Advisor Sally D Abell
● OpenMerrill Lynch Financial Advisor Sally D Abell is a finance institution located at 50 Fountain Plaza in Buffalo, New York, United States. Sally D Abell, CFA® is the Vice President and Wealth Management Advisor with over 30 years of experience in the financial services industry. She specializes in custom managing portfolios for high net worth individuals and their families to help generate cash flow and increase client wealth. Sally helps clients determine long term financial goals and implements customized investment strategies, such as retirement income planning using options. As a qualified Portfolio Manager, she can build and manage personalized strategies incorporating individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. Sally is a graduate of State University of New York at Buffalo and earned the Chartered Financial Analyst® (CFA®) designation in 1996.
50 Fountain Plz 11th Floor, Suite 1100, Buffalo, NY 14202, United States -
Horizon Financial
● OpenHorizon Financial, located at 5582 West Henrietta Road in West Henrietta, New York, is a finance institution dedicated to helping individuals and couples achieve a comfortable and worry-free retirement. With a focus on managing and preserving wealth over time, Horizon Financial offers personalized fiduciary portfolio management and works closely with clients to develop comprehensive financial plans tailored to their goals and aspirations. Through client-centered service, a depth of expertise, and a family-oriented approach, Horizon Financial serves as a personal guide to secure your future and achieve your financial objectives. The institution hosts frequent seminars, webinars, and conference calls to provide industry insights and answer any questions clients may have.
5582 W Henrietta Rd, West Henrietta, NY 14586, United States -
Sage Investment Advisers LLC
● OpenSage Investment Advisers LLC is a finance institution located at 1829 South Road in Wappingers Falls, New York, United States. Specializing in investment advice and financial planning, Sage Investment Advisers LLC offers personalized services to help clients achieve their financial goals. With a team of experienced professionals, the institution provides expert guidance on investment strategies, retirement planning, and wealth management. Whether you are looking to grow your portfolio or secure your financial future, Sage Investment Advisers LLC is dedicated to helping you make informed decisions and navigate the complexities of the financial market.
1829 South Rd, Wappingers Falls, NY 12590, United States -
Merrill Lynch Financial Advisor John Drennan
● OpenMerrill Lynch Financial Advisor John Drennan, located at 200 Park Avenue, New York, New York, United States, is a trusted finance institution with over 15 years of experience. John focuses on understanding each client's financial goals to create personalized plans, allocate assets, and oversee portfolio performance. With certifications in wealth management and fiduciary advising, John provides tailored recommendations based on client objectives, time horizon, and risk tolerance. By utilizing the Merrill Personal Wealth Analysis™, John helps clients build and document plans centered on their goals and priorities. With a commitment to ongoing communication and personalized investment strategies, John aims to help clients achieve their financial aspirations, whether it's saving for retirement, education, or passing wealth to future generations. As a Merrill Lynch Wealth Management Advisor, John offers comprehensive financial solutions and access to investment insights to address clients' needs and goals. Get personalized investment strategies and financial guidance from John Drennan to help you live your best financial life.
200 Park Ave 13th Floor, New York, NY 10166, United States -
John Hartnagel - Prudential Financial
● OpenJohn Hartnagel - Prudential Financial is a reputable finance and insurance agency located at 898 North Broadway in Massapequa, New York, United States. With a strong focus on providing personalized financial solutions and insurance products to meet the unique needs of each client, John Hartnagel - Prudential Financial is committed to helping individuals and businesses secure their financial future. The experienced team at this institution strives to offer top-notch services and expert advice to ensure their clients make informed decisions when it comes to managing their finances and protecting their assets. Whether you are looking for retirement planning, investment strategies, or insurance coverage, John Hartnagel - Prudential Financial is dedicated to helping you achieve your financial goals.
898 N Broadway #2, Massapequa, NY 11758, United States -
Quin Ciuffetelli - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenQuin 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.
390 N Broadway Ste 240, Jericho, NY 11753, United States -
Jessica Jimenez - Financial Advisor, Ameriprise Financial Services, LLC
● OpenJessica Jimenez, a Financial Advisor at Ameriprise Financial Services, LLC, located at 6711 Towpath Road, East Syracuse, New York, United States, specializes in helping clients get closer to their retirement goals. By answering specific questions tailored to your life stage, Jessica can provide personalized financial advice to help you achieve your financial objectives. With a background in finance and qualifications available on FINRA's BrokerCheck website, Jessica offers a Client Relationship Summary Disclosure to ensure transparency and trust with her clients. She can help you understand the current market trends and whether the bull market rally will extend further into 2024.
6711 Towpath Rd Ste 200, East Syracuse, NY 13057, United States -
Mike Keys - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenMike 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.
1100 S Goodman St Ste 105, Rochester, NY 14620, United States -
Scott Montenero - Financial Advisor, Ameriprise Financial Services, LLC
● OpenScott Montenero, a financial advisor at Ameriprise Financial Services, LLC, located at 176 Church Street in Poughkeepsie, New York, is dedicated to helping clients achieve a more confident financial future. By offering complimentary initial consultations, Scott provides an overview of financial planning concepts to individuals looking to take control of their finances. While no written analysis or recommendations are provided during the initial consultation, clients can trust in the expertise and guidance of Ameriprise Financial Services, LLC, a registered investment adviser. Securities offered through Ameriprise Financial Services, LLC are protected by FINRA and SIPC regulations, ensuring the highest level of security and transparency for clients. With a focus on personalized financial goals and strategies, Scott Montenero is committed to helping clients navigate the complexities of investment products and services. For residents interested in financial planning services, Scott Montenero is available to conduct securities business in accordance with proper registration procedures. Trust in Ameriprise Financial Services, LLC for a secure and reliable approach to achieving your financial goals.
176 Church St, Poughkeepsie, NY 12601, United States -
Armando Merino - Ameriprise Financial Services, LLC
● OpenArmando Merino - Ameriprise Financial Services, LLC is a finance institution located at 176 Church Street, Poughkeepsie, New York, United States. The institution offers a range of certifications and designations 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®, 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®, among others. These certifications cover various aspects of financial planning, estate planning, investment management, and specialized areas such as military financial advising. The institution's advisors are highly trained and committed to providing expert financial advice to individuals, retirees, small business owners, high net worth clients, and those with specific financial needs. With a focus on ethics and professionalism, Armando Merino - Ameriprise Financial Services, LLC aims to help clients achieve their financial goals and secure their financial future."
176 Church St, Poughkeepsie, NY 12601, United States -
Merrill Lynch Financial Advisor Jason E Salgado
● OpenMerrill Lynch Financial Advisor Jason E Salgado is a renowned finance institution located at 225 Liberty Street, New York, New York, United States. Our team is dedicated to building long-term relationships based on trust and care, helping families navigate the complexities of significant wealth across multiple generations. We provide a unique client experience marked by customization, continuity, and committed service. Our mission is to truly understand your priorities, design tailored wealth management strategies, and help you pursue your financial goals while managing investment risk. Headquartered in New York City, our nationally recognized Merrill Lynch Wealth Management team advises and oversees approximately $4.4 billion for successful families throughout the United States. We have a track record of helping clients capitalize on their wealth and navigate complex financial landscapes. Our team members have earned prestigious national accolades, including recognition on the Barron’s “Top 100 Private Wealth Management Teams” list and the Forbes “America’s Top Wealth Advisors” list.
225 Liberty St 39th Floor, New York, NY 10281, United States -
Stormont Financial Strategies
● OpenStormont Financial Strategies is a finance institution located at 193 Kane Street in New York, United States. We specialize in helping our clients create a legacy of love and financial security through life insurance. Our dedicated team at New York Life is committed to serving professional advisors and cultivating a financial ecosystem that promotes strength, intention, and fulfillment in life. Just like the intricate processes that make trees thrive, your financial world requires careful attention and planning. At SFS, we help you connect your everyday decisions to your long-term dreams by creating actionable financial plans tailored to your goals. We manage the details so you can focus on what truly matters to you - your family, your business, and your passions.
193 Kane St, Brooklyn, NY 11231, United States -
Samuel Yakubu, Founder - Sky Financial Group, Llc
● OpenSky Financial Group, LLC, founded by Samuel Yakubu, is a finance institution located at 420 Lexington Avenue in New York, United States. Specializing in providing financial security and love through life insurance, the institution is dedicated to serving professional advisors and helping clients achieve their financial goals and aspirations. As an immigrant pursuing the American Dream of financial security, Samuel Yakubu takes pride in helping clients secure their futures. With a focus on good planning and hard work leading to prosperity, Sky Financial Group aims to prevent hasty shortcuts that can result in poverty. Samuel Yakubu is licensed to sell insurance through New York Life Insurance Company and offers securities products and services through NYLIFE Securities LLC. Additionally, he is registered as an investment adviser representative with Eagle Strategies LLC, offering advisory services in multiple states. With a commitment to bringing the future into the present through careful planning, Sky Financial Group is dedicated to helping clients secure their financial futures.
420 Lexington Ave 14th & 15th Floor, College Point, NY 10170, United States -
Financial Industry Regulatory
● OpenThe Financial Industry Regulatory Authority (FINRA) is located at 20 Broad Street in New York, United States. As a finance institution, FINRA provides a range of services to registered representatives, firm compliance professionals, arbitration and mediation case participants, and FINRA neutrals. Through FINRA Data, users can access non-commercial data, save data views, and manage a Bond Watchlist. Registered representatives can fulfill Continuing Education requirements and view their industry CRD record, while compliance professionals can access filings, run reports, and submit support tickets. The Dispute Resolution Portal allows case participants and neutrals to view case information and submit documents. FINRA safeguards market integrity, enabling investors and firms to participate with confidence. As a not-for-profit organization supervised by the SEC, FINRA works towards creating a regulatory environment that promotes collaboration, innovation, and fairness. BrokerCheck is a free tool to research the background and experience of financial brokers, advisers, and firms. FINRA actively promotes diversity, equity, and inclusion within its organization, industry, and communities. With a focus on investor safety and market participation, FINRA processes an average of 67 billion electronic records per day.
20 Broad St, New York, NY 10005, United States -
Peter Goldberg - Financial Advisor, Ameriprise Financial Services, LLC
● OpenPeter Goldberg, a financial advisor at Ameriprise Financial Services, LLC located at 401 Franklin Avenue, Garden City, New York, is part of the esteemed Halcyon Financial Partners team, recognized as one of Forbes Best-in-State Wealth Management Teams in 2024. The team's mission is to provide personalized guidance and planning to help clients achieve their financial goals and feel more confident and in control of their financial lives. With a focus on integrity, loyalty, and professionalism, the team aims to build long-term relationships with clients based on trust and mutual respect. By offering complimentary initial consultations, clients can learn more about financial planning concepts and discuss their individual needs and goals. Ameriprise Financial Services, LLC, offers investment products and services through a registered investment adviser, and securities are offered by Ameriprise Financial Services, LLC, a member of FINRA and SIPC. Peter Goldberg is registered to conduct securities business in certain states, as listed on FINRA's BrokerCheck website. Clients can expect a dedicated and personalized approach to financial planning and investment management, aimed at bringing peace and calm to their financial lives.
401 Franklin Ave Ste 101 & Ste 103, Garden City, NY 11530, United States -
Louis Margro, Financial Services Professional - Summit Wealth Solutions & Insurance Services
● OpenLouis Margro, Financial Services Professional at Summit Wealth Solutions & Insurance Services, located at 100 Jericho Quadrangle in Jericho, New York, offers a full range of financial services to help clients align their money with what matters most in life. Specializing in life insurance, Louis Margro aims to help clients leave a legacy of love and financial security for their loved ones. As a licensed agent with New York Life Insurance Company and various other independent insurance companies, Louis Margro is dedicated to serving professional advisors and assisting clients in achieving their financial goals. Additionally, as a Registered Representative of NYLIFE Securities LLC and an investment adviser representative with Eagle Strategies LLC, Louis Margro provides securities products, services, and advisory services to individuals in California, New Jersey, New York, Ohio, and Florida. With a focus on helping clients live the good life and make a positive impact, Louis Margro is committed to providing personalized financial solutions to meet the unique needs of each client.
100 Jericho Quadrangle # 325, Jericho, NY 11753, United States -
Merrill Lynch Financial Advisor Robert P Ernesto
● OpenMerrill Lynch Financial Advisor Robert P Ernesto is a reputable finance institution located at 900 South Avenue in New York, United States. With a focus on providing expert financial advice and guidance, clients can trust in the expertise and professionalism of Robert P Ernesto and his team. Whether you are looking to invest, plan for retirement, or manage your wealth, Merrill Lynch Financial Advisor Robert P Ernesto is dedicated to helping you achieve your financial goals.
900 South Ave, Staten Island, NY 10314, United States -
Joseph L Di Bella, President - The Di Bella Financial Group, Llc
● OpenJoseph L Di Bella, President of The Di Bella Financial Group, LLC, located at 5 Washington Square in Albany, New York, is a finance institution dedicated to serving professional advisors. Since 1976, we have been helping individuals nationwide effectively manage, protect, and distribute wealth in alignment with their personal goals. Our team takes pride in educating clients on their financial options, empowering them to make informed decisions for themselves, their families, and their businesses. We provide practical education and personalized guidance to help clients better understand their financial situation and options. By tailoring our recommendations to each individual's unique needs and goals, we aim to help prepare them for a secure and rewarding future. Our team offers hands-on support throughout every phase of our clients' financial journey, assisting with custom strategies and staying by their side as their lives evolve.
5 Washington Square Suite 1, Albany, NY 12205, United States -
Blue Million Tax Professionals Inc
● OpenBlue Million Tax Professionals Inc is a leading Tax Firm located at 33 Paerdegat 9th Street, New York, United States. Specializing in accounting and finance, our professionals stay up to date with the ever-changing tax laws and legislation to ensure that you receive all your tax deductions and credits efficiently. We offer accurate payroll preparation and tax reporting services at an affordable rate, allowing you to focus on running your business while we handle government dealings. Our team helps clients understand the tax consequences of their decisions and advises on the best tax strategies to achieve their financial goals. With a full range of Tax & Financial Services available locally in Brooklyn and throughout all 50 States, we promise to work closely with you to ensure you receive every credit and deduction legally permissible. Our reputation is built on preparing timely and accurate returns, and our experienced professionals specialize in state and local tax returns preparation. Founder and Tax Director Alain Victor, a Baruch Accounting Graduate specializing in Taxation & Advisory Services, leads our team in providing personalized attention and expert assistance. Testimonials from satisfied clients highlight our professionalism, knowledge, and affordability. Trust Blue Million Tax Professionals Inc for all your tax needs.
33 Paerdegat 9th St, Brooklyn, NY 11236, United States
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