Professional insurance advice and consultation in New York, NY
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Lincoln Financial Securities
● OpenLincoln Financial Securities is a finance institution located at 2646 New York 417 in Olean, New York, United States. Specializing in a wide range of financial services, Lincoln Financial Securities offers personalized investment strategies, retirement planning, wealth management, and insurance solutions to help clients achieve their financial goals. With a team of experienced professionals, Lincoln Financial Securities is committed to providing top-notch customer service and expert financial advice to individuals and businesses alike. Visit their office in Olean today to learn more about how they can help you secure your financial future.
2646 NY-417 #408, Olean, NY 14760, United States -
Mark Cukaj - Ameriprise Financial Services, LLC
● OpenMark Cukaj - Ameriprise Financial Services, LLC is a finance institution located at 488 Freedom Plains Road, Poughkeepsie, New York, United States. They offer a wide range of financial services and certifications to help individuals with their asset management needs. The institution provides expertise in areas such as investment strategies, retirement planning, estate planning, and insurance products. Their team of professionals hold various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, demonstrating their commitment to providing high-quality financial advice and services. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, Mark Cukaj - Ameriprise Financial Services, LLC has the expertise and resources to help you achieve your financial goals.
488 Freedom Plains Rd Ste 105, Poughkeepsie, NY 12603, United States -
Alexander Morphet - Thrivent
● OpenAlexander Morphet - Thrivent is a finance institution located at 312 Titusville Road in Poughkeepsie, New York, United States. Licensing can be obtained through the State Insurance Department's website, which can be found on the National Association of Insurance Commissioners website. The institution and its financial professionals do not offer legal, accounting, or tax advice, so it is recommended to consult with an attorney or tax professional for such matters. Thrivent offers advice and guidance through its Financial Planning Framework, which involves reviewing and analyzing a client's financial situation. Clients have the option to further their planning engagement with Thrivent through Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.
312 Titusville Rd Ste A, Poughkeepsie, NY 12603, United States -
Marc Mirabella- Hudson Financial Group
● OpenMarc Mirabella- Hudson Financial Group is a reputable finance institution located at 580 White Plains Road in Tarrytown, New York, United States. With a focus on providing top-notch financial services, they are dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, the experienced team at Marc Mirabella- Hudson Financial Group is here to assist you every step of the way. Trustworthy, reliable, and committed to excellence, they strive to deliver personalized solutions tailored to your specific needs. Visit them today and take the first step towards a secure financial future.
580 White Plains Rd #205, Tarrytown, NY 10591, United States -
Faisal Shuja - Prudential Financial
● OpenFaisal Shuja - Prudential Financial is a reputable finance and insurance agency located at 760 Lydig Avenue in New York, United States. With a focus on providing top-notch financial and insurance services, our institution is dedicated to helping individuals and businesses achieve their financial goals and secure their futures. Our team of experienced professionals is committed to offering personalized solutions tailored to meet the unique needs of each client. Whether you are looking for investment advice, retirement planning, or insurance coverage, Faisal Shuja - Prudential Financial is here to help you every step of the way. Visit us today to learn more about how we can assist you in building a secure financial future.
760 Lydig Ave, Bronx, NY 10462, United States -
World Financial Group - Bronx Financial Center
● OpenWorld Financial Group - Bronx Financial Center is a leading financial institution located at 3030 Middletown Road in New York, United States. As a finance-focused institution, we offer a wide range of services to help individuals and businesses achieve their financial goals. Our team of experienced financial professionals provides personalized guidance and support to help clients make informed decisions about investments, retirement planning, insurance, and more. Whether you are looking to grow your wealth, protect your assets, or plan for the future, World Financial Group - Bronx Financial Center is here to help you every step of the way. Visit us today to learn more about how we can assist you in securing a brighter financial future.
3030 Middletown Rd Unit #109 & #106, Bronx, NY 10461, United States -
Fred Snyder - Prudential Financial
● OpenFred Snyder - Prudential Financial is a reputable finance and insurance agency located at 360 Hamilton Avenue in White Plains, New York, United States. With a strong focus on providing top-notch financial services and insurance products, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their futures. Whether you are looking for retirement planning, investment advice, or insurance coverage, Fred Snyder - Prudential Financial is here to provide personalized solutions tailored to your specific needs. Contact us today to schedule a consultation and start planning for a brighter financial future.
360 Hamilton Ave 9th Floor, White Plains, NY 10601, United States -
Paul R Trause - Financial Advisor, Ameriprise Financial Services, LLC
● OpenPaul R Trause - Financial Advisor, Ameriprise Financial Services, LLC, located at 100 Quentin Roosevelt Boulevard in Garden City, New York, offers a wide range of financial services. The institution provides expertise in asset management, investment strategies, estate planning, retirement planning, and insurance products. Paul R Trause holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his commitment to professional excellence and ethical standards in the finance industry. With specialized knowledge in areas such as portfolio management, behavioral finance, philanthropy, annuities, retirement planning, and estate planning, clients can trust in the expertise and dedication of Paul R Trause as their financial advisor.
100 Quentin Roosevelt Blvd Ste 405, Garden City, NY 11530, United States -
Gerard Simonelli - Financial Advisor, Ameriprise Financial Services, LLC
● OpenGerard Simonelli - Financial Advisor at Ameriprise Financial Services, LLC, located at 390 North Broadway, Jericho, New York, United States, offers a wide range of financial services and expertise. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Gerard Simonelli is well-equipped to assist individuals with their asset management, retirement planning, estate planning, investment strategies, and insurance needs. Whether you are a retiree, small business owner, high net worth client, or in need of specialized financial planning for domestic partnerships or military personnel, Gerard Simonelli can provide tailored solutions to meet your financial goals. With a commitment to ethics and ongoing education, Gerard Simonelli ensures that clients receive the highest level of professional service and expertise in the field of finance. Contact Gerard Simonelli today for comprehensive and personalized financial advice and planning.
390 N Broadway Ste 240, Jericho, NY 11753, United States -
Michael S Fisher - Financial Advisor, Ameriprise Financial Services, LLC
● OpenMichael S Fisher - Financial Advisor at Ameriprise Financial Services, LLC is located at 200 Broadhollow Road in Melville, New York, United States. This finance institution offers a range of services and certifications to cater to the diverse needs of individuals seeking financial advice. The institution offers certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, which cover various aspects of financial planning, asset management, estate planning, and retirement planning. These certifications ensure that the advisors at Michael S Fisher are well-equipped to provide expert advice and guidance to their clients.
200 Broadhollow Rd #302, Melville, NY 11747, United States -
STEPNIEWSKI & ASSOCIATES - Ameriprise Financial Services, LLC
● OpenSTEPNIEWSKI & ASSOCIATES - Ameriprise Financial Services, LLC is a finance institution located at 500 North Broadway, Jericho, New York, United States. They offer personalized financial advice and exceptional client service to help individuals achieve their financial goals. Their services include investment recommendations, asset allocation, and portfolio management based on individual goals and risk tolerance. They provide solutions for insurance coverage to protect against unexpected events and offer digital tools for easy access to investments. Ameriprise financial advisors are registered to do business in certain U.S. states and adhere to strict regulations for client security and privacy. Clients can schedule a complimentary initial consultation to discuss their financial needs and goals. The institution also offers resources for individuals to refer friends or family members for financial guidance. STEPNIEWSKI & ASSOCIATES - Ameriprise Financial Services, LLC is a member of FINRA and SIPC, ensuring the highest standards of professionalism and integrity in financial services.
500 N Broadway #144, Jericho, NY 11753, United States -
Craig James Financial Services, LLC
● OpenCraig James Financial Services, LLC is a finance and insurance agency located at 510 Broadhollow Road in Melville, New York. With a dedication to providing personalized financial solutions to individuals and businesses, Craig James Financial Services offers a wide range of services including investment planning, retirement planning, insurance coverage, and more. Their team of experienced professionals is committed to helping clients achieve their financial goals and secure their future. Whether you are looking to grow your wealth, protect your assets, or plan for retirement, Craig James Financial Services is here to help every step of the way.
510 Broadhollow Rd Suite 204, Melville, NY 11747, United States -
Claire Kemp Fitz - Financial Advisor, Ameriprise Financial Services, LLC
● OpenClaire Kemp Fitz - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 1174 Veterans Memorial Highway, Hauppauge, New York, United States. Claire Kemp Fitz holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, 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®. The institution offers comprehensive financial planning services for individuals, retirees, small business owners, high net worth clients, and those planning for retirement. Claire Kemp Fitz and her team are dedicated to providing expert advice and guidance in asset management, investment opportunities, estate planning, insurance products, retirement planning, and more. With a focus on ethics and professionalism, Claire Kemp Fitz - Financial Advisor, Ameriprise Financial Services, LLC is a trusted partner in helping clients achieve their financial goals."
1174 Veterans Memorial Hwy, Hauppauge, NY 11788, United States -
Lev Brickman - Financial Advisor, Ameriprise Financial Services, LLC
● OpenLev Brickman - Financial Advisor, Ameriprise Financial Services, LLC, located at 200 Broadhollow Road, Melville, New York, United States, is a reputable finance institution offering a wide range of financial services. Lev Brickman holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, showcasing his expertise in asset management, estate planning, retirement planning, investment strategies, and insurance products. The institution also specializes in providing advice and support for individuals with specific financial needs such as domestic partnerships, estate planning, retirement, and high net worth clients. Lev Brickman is dedicated to upholding the highest standards of ethics and professionalism in the financial industry, providing clients with expert guidance and personalized financial solutions.
200 Broadhollow Rd #302, Melville, NY 11747, United States -
Daniel Tohill - Thrivent
● OpenDaniel Tohill - Thrivent is a finance institution located at 150 Motor Parkway, Hauppauge, New York, United States. The institution is licensed in multiple states including CA, CT, DE, FL, GA, IN, MA, MD, ME, MO, NC, NH, NJ, NY, PA, SC, SD, TN, TX, and VA. Licensing information can be found on the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice. Clients are encouraged to consult their attorney or tax professional for such matters. Thrivent offers advice and guidance through its Financial Planning Framework, with the option for further planning engagement through its Dedicated Planning Services for a fee.
150 Motor Pkwy Suite 401, Hauppauge, NY 11788, United States -
Castle Asset Management
● OpenCastle Asset Management is a reputable finance and insurance agency located at 145 Marcus Boulevard in Hauppauge, New York, United States. With a team of experienced professionals, Castle Asset Management offers a wide range of financial services to help clients manage and grow their assets. Whether you are looking for investment advice, insurance solutions, or retirement planning, Castle Asset Management is committed to providing personalized and comprehensive financial strategies tailored to your individual needs. Trust Castle Asset Management to safeguard and enhance your financial future.
145 Marcus Blvd, Hauppauge, NY 11788, United States -
American Premier Financial Group
● OpenAmerican Premier Financial Group is a leading financial institution located at 800 Veterans Memorial Highway in Hauppauge, New York. With a commitment to providing top-quality financial services and expert advice, our team of professionals is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or insurance solutions, American Premier Financial Group is here to help. Contact us today to learn more about how we can assist you in securing your financial future.
800 Veterans Memorial Hwy Suite 303, Hauppauge, NY 11788, United States -
Lars L Kofod - Financial Advisor, Ameriprise Financial Services, LLC
● OpenLars L Kofod, a financial advisor at Ameriprise Financial Services, LLC located in Hauppauge, New York, offers personalized financial advice and investment recommendations to help clients achieve their financial goals. With a focus on tracking progress and adjusting strategies as needed, Lars helps clients navigate the complexities of financial planning. Clients can expect transparency and professionalism, as Lars is registered to conduct securities business in specific states and abides by FINRA's regulations. The initial consultation provides an overview of financial planning concepts, with no written analysis or recommendations provided. Ameriprise Financial cannot guarantee future financial results, but strives to empower clients with the knowledge and tools needed to make informed decisions.
1174 Veterans Memorial Hwy, Hauppauge, NY 11788, United States -
Brooklyn Financial Group
● OpenBrooklyn Financial Group, located at 1428 36th Street in New York, is a leading institution in the finance, insurance, and legal sectors. At BFG, we believe that financial and strategic performance leads to freedom, and we are dedicated to developing greatness through guidance. Our experienced team fosters some of the finest talent in the financial services sector, helping families and businesses protect, inform, and empower themselves. With a focus on Total Death Benefit, including life and disability insurance cases, BFG is committed to providing clients with life-changing benefits. Our network of associates has access to a wide range of financial products to assist in building a true legacy for themselves and those they serve.
1428 36th St #212, Brooklyn, NY 11218, United States -
Christopher Street Financial
● OpenChristopher Street Financial is a finance institution located at 475 Park Avenue South in New York, New York. We are dedicated to creating opportunities through relationships, helping our clients lead fulfilling lives and achieve their dreams. Our team partners with you to provide the answers and solutions you need, meeting you where you are on your financial journey. Securities are offered through Kestra Investment Services, LLC, and investment advisory services are offered through Kestra Advisory Services, LLC. Christopher Street Financial and Bluespring Wealth Partners, LLC are affiliates of Kestra IS and Kestra AS. For more information, please visit our website for investor disclosures and to check the background of your financial professional on FINRA's BrokerCheck.
475 Park Ave S #2100, New York, NY 10016, United States -
National Financial Network, Inc
● OpenNational Financial Network, Inc. is a reputable finance and insurance agency located at 261 Madison Avenue in New York City. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses. Whether you are looking for investment advice, retirement planning, insurance coverage, or estate planning, National Financial Network, Inc. has the expertise to help you achieve your financial goals. Their commitment to excellence and personalized service sets them apart from other financial institutions. Contact them today to schedule a consultation and secure your financial future.
261 Madison Ave 27th Floor, New York, NY 10016, United States -
Geri Pell - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenGeri Pell - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 300 East 40th Street, New York, New York, United States, is a finance institution offering a wide range of services to meet the diverse needs of individuals seeking expert financial advice. The institution boasts a team of professionals with various certifications and designations, such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planners™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications ensure that clients receive expert advice and guidance on a wide range of financial topics, including asset management, retirement planning, estate planning, investment strategies, insurance products, and much more. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, Geri Pell - Private Wealth Advisor has the expertise and knowledge to help you achieve your financial goals.
300 E 40th St Apt 28R, New York, NY 10016, United States -
Delrol Peters - Thrivent
● OpenDelrol Peters - Thrivent, located at 195 Montague Street, New York, United States, is a finance institution that specializes in connecting your finances and your faith to create a culture of true generosity. Licensed in multiple states including AZ, CO, CT, DE, FL, GA, IL, IN, MA, MD, MI, NC, NJ, NY, OH, PA, SC, TN, TX, VA, WI, WV, Thrivent offers advice and guidance through its Financial Planning Framework. Clients can further their planning engagement with Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products and securities through Thrivent Investment Management Inc., a registered investment adviser and member of FINRA and SIPC. Only licensed financial advisors provide investment advisory services, and for more information on professional designations and requirements, visit their website or FINRA's Broker Check.
195 Montague St 14th fl, Brooklyn, NY 11201, 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 -
Allstate Personal Financial Representative: Chad Williams
● OpenAllstate Personal Financial Representative, Chad Williams, is a trusted and experienced professional located at 132 32nd Street in New York, United States. Specializing in finance and insurance services, Chad Williams is committed to helping individuals and families achieve their financial goals and protect their assets. With a focus on personalized service and tailored solutions, Chad Williams provides expert advice on insurance coverage, retirement planning, investments, and more. Whether you are looking to secure your financial future or protect your loved ones, Chad Williams and Allstate are here to help. Contact us today to schedule a consultation and start planning for a secure financial future.
132 32nd St Ste 302, Brooklyn, NY 11232, United States -
Betty Pence - Thrivent
● OpenBetty Pence - Thrivent is a finance institution located at 5307 64th Street, New York, United States. They are licensed in multiple states including AZ, CO, CT, DE, FL, IN, MA, MD, MN, MS, NC, NH, NJ, NY, OH, PA, RI, TX, VA. Thrivent and its financial professionals offer advice and guidance through their Financial Planning Framework, with the option to engage in Dedicated Planning Services for a fee. They do not provide legal, accounting, or tax advice and recommend consulting with an attorney or tax professional. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products and investment advisory services through Thrivent Investment Management Inc. Visit their website for more information on their services and financial advisors.
5307 64th St, Maspeth, NY 11378, United States -
Jennaydra Jordan, Principal & Financial Advisor - Jd Growth Financial Strategies, Llc
● OpenJennaydra Jordan, Principal & Financial Advisor at JD Growth Financial Strategies, LLC, located at 97-77 Queens Boulevard, New York, United States, offers custom financial guidance to help clients enjoy today and have peace for tomorrow. New York Life is dedicated to serving professional advisors, providing personalized guidance to give clarity about financial situations and help clients achieve their goals. With practical education and step-by-step guidance, clients can better understand their finances and make wise decisions for themselves and their families. The team at JD Growth Financial Strategies tailors recommendations to suit individual needs and objectives, offering hands-on support in every phase of the financial journey. Jennaydra Jordan is licensed to sell insurance through New York Life Insurance Company and offers securities products and services through NYLIFE Securities LLC. Investment advisory services are offered through Eagle Strategies, LLC. Clients can gain insight into their financial goals by entering basic details about their current situation. Neither JD Growth Financial Strategies nor New York Life provide tax, legal, or accounting advice, so clients are encouraged to consult their own professionals.
97 - 77 Queens Blvd 10th Floor, Rego Park, NY 11374, United States -
Wesley C Barrow: Primerica - Financial Services
● OpenWesley C Barrow: Primerica - Financial Services is a reputable finance and insurance agency located at 105-24 Cross Bay Boulevard in New York, United States. With a strong focus on providing comprehensive financial services, they offer a wide range of products and solutions to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or insurance coverage, their team of experienced professionals is dedicated to providing personalized guidance and support. Trust Wesley C Barrow: Primerica - Financial Services to help you secure your financial future.
105-24 Cross Bay Blvd, Ozone Park, NY 11417, United States -
DC Financial Services
● OpenDC Financial Services is a reputable finance institution located at 3609 Main Street in New York, United States. We offer a wide range of financial services to help individuals and businesses achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized solutions to meet the unique needs of each client. Whether you need assistance with investments, retirement planning, or wealth management, we are here to help you navigate the complexities of the financial world. Visit us today to learn more about how DC Financial Services can help you secure a brighter financial future.
3609 Main St # 7D, Flushing, NY 11354, United States -
Rishma Daniel-Sulaiman - Prudential Financial
● OpenRishma Daniel-Sulaiman - Prudential Financial is a reputable finance and insurance agency located at 106-02 Rockaway Boulevard in New York, United States. With a dedication to providing top-notch financial services and insurance products, our team of professionals is committed to helping clients achieve their financial goals and secure their future. Whether you are looking for investment advice, retirement planning, or insurance coverage, Rishma Daniel-Sulaiman - Prudential Financial is here to assist you every step of the way. Trust us to provide personalized solutions tailored to your specific needs and objectives.
106-02 Rockaway Blvd, Ozone Park, NY 11417, United States
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List of local businesses, places and services in New York
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