TOP 30 Real estate consulting and advisory in New York

Phillips Lytle LLP is a prestigious law firm located at 125 Main Street in Buffalo, New York, United States. The firm embodies "The Phillips Lytle Way" which is their culture, commitment, and credo. They approach sophisticated legal matters efficiently and creatively, going above and beyond for their clients. Their team of talented lawyers offers extensive experience in a wide range of practice areas, providing bespoke services rooted in deep industry knowledge. Phillips Lytle promotes diversity, equity, and inclusion in the legal profession and within their firm, valuing the unique perspectives and experiences of every colleague. The firm is known for its world-class talent, delivering ultra-responsive service and absolute subject matter expertise. They have strong relationships and partnerships with outside organizations, allowing them to navigate complex legal issues with ease.

DB Wealth Enterprises LLC is a finance and real estate agency located at 250 Mill Street in Rochester, New York. Our team of experts is dedicated to helping clients achieve their financial goals and make smart real estate investments. With a focus on wealth management and property acquisitions, we strive to provide top-notch services and personalized solutions to meet the needs of each individual client. Whether you are looking to grow your portfolio or find your dream home, DB Wealth Enterprises LLC is here to guide you every step of the way.

Charleton Financial, located at 277 Alexander Street in Rochester, New York, is a finance institution specializing in helping individuals navigate the complexities of retirement planning. If you are feeling a mix of excitement and anxiety about your upcoming retirement, you may be experiencing what they refer to as the "retirement conundrum." The experienced team at Charleton Financial is dedicated to helping you confidently transition into retirement by addressing your concerns and providing personalized financial solutions. Securities are offered through American Portfolios Financial Services, Inc. (APFS) and investment advisory services are offered through American Portfolios Advisors, Inc. (APA). Rest assured that any other entities mentioned are not affiliated with APFS and APA. Trust Charleton Financial to guide you towards a secure and fulfilling retirement.

Montage Wealth Management, located at 179 Sully's Trail in Pittsford, New York, is a finance institution that specializes in designing financial plans to help individuals embrace the next chapter of their lives. Whether facing a job change, divorce, retirement, health issues, or the loss of a loved one, Montage Wealth Management understands the challenges that life-altering moments can bring. With a focus on creating well-thought-out financial strategies that reflect current needs and future dreams, the institution offers comprehensive support during these transitions. Their financial planning process aims to help clients establish new priorities and make informed decisions, empowering them to navigate through life's uncertainties with clarity and conviction. The team at Montage Wealth Management is dedicated to creating personalized and easy-to-understand plans, staying actively engaged in implementing every aspect of the financial plan, and collaborating with other experts to ensure a favorable outcome for clients.

Stockli Slevin & Peters is a prestigious law firm located at 1826 Western Avenue in Albany, New York. With a team of experienced attorneys, they provide top-notch legal services in various practice areas including business law, real estate law, estate planning, and more. Clients can expect personalized attention and expert guidance in navigating complex legal matters. Stockli Slevin & Peters is dedicated to achieving the best possible outcome for their clients and upholding the highest standards of professionalism and integrity.

Merrill Lynch Financial Advisor Susan L Murphy is a finance institution located at 2649 South Road, Poughkeepsie, New York, United States. With over 15,000 Merrill Lynch Financial Advisors nationwide, clients can trust in expert guidance to help achieve their financial goals. Offering a broad range of services including brokerage, investment advisory, and financial planning, Merrill Lynch is committed to providing personalized solutions tailored to each client's unique needs. While investing involves risk, the team at Merrill Lynch strives to help clients navigate the complexities of the financial world with sound advice and strategic planning. Trust and fiduciary services are provided by Bank of America Private Bank, a division of Bank of America, N.A., ensuring that clients receive comprehensive financial guidance. Whether you are seeking investment advice, insurance products, or wealth management services, Merrill Lynch Financial Advisor Susan L Murphy is dedicated to helping you secure a brighter financial future.

The Sundheim Group, located at 1 Bridge Street in Irvington, New York, is a team of experienced professionals with a deep understanding of both the hard and soft aspects of team dynamics. Led by Joanna Rupp, Managing Director at the University of Chicago Office of Investments, and Mike Kelly, Former Managing Director at Morgan Stanley, the group offers unparalleled insight into optimizing team relationships. Feeling the strain of the current environment on your team? The Sundheim Group offers a solution with their "Come Together" virtual retreat, designed for teams of 5-15 people to pause, reconnect, and realign in a structured yet informal setting.

John Turis Enterprises is a reputable institution located at 4713 Avenue N in New York, United States. Specializing in accounting, finance, and real estate services, we provide expert guidance and support to individuals and businesses alike. Our team of professionals is dedicated to helping clients achieve their financial goals and make sound investment decisions. With a strong track record of success and a commitment to excellence, John Turis Enterprises is the trusted choice for all your financial needs.

BDO, located at 201 Old Country Road in Melville, New York, is a leading accounting and finance institution offering a wide range of services to businesses in the area. Stay informed about emerging trends, regulatory updates, and the latest headlines in the industry. Discover how to drive new growth and find competitive advantages for your business with valuable data and insights. Our Melville office serves the Long Island and New York Metropolitan Area, providing world-class resources and exceptional service to our clients. With a team of talented professionals, we offer assurance, tax, and advisory services to various industries including manufacturing, retail, real estate, technology, and more.

Morgan Stanley Financial Advisors is a prestigious finance institution located at 340 Broadway in Saratoga Springs, New York, United States. Our team of experienced financial advisors are dedicated to helping clients achieve their financial goals through personalized investment strategies and wealth management services. With a reputation for excellence and a commitment to client satisfaction, Morgan Stanley Financial Advisors is a trusted partner in navigating the complex world of finance. Whether you are planning for retirement, saving for education, or growing your wealth, our advisors are here to provide expert guidance every step of the way. Contact us today to schedule a consultation and take the first step towards a secure financial future.

Merrill Lynch Wealth Management is a finance institution located at 26 Century Hill Drive in Latham, New York, United States. The branch offers a wide range of financial services for individuals, families, business owners, executives, and institutions. With years of combined wealth management knowledge and experience, the advisors at Merrill Lynch can provide financial strategies tailored to meet your specific needs. In addition to wealth planning advice, the branch also offers retirement income planning, guidance on concentrated stock positions, traditional investments, and access to estate planning services through Bank of America. The financial advisors at Merrill Lynch are dedicated to client service and satisfaction, helping clients identify their personal and professional goals to create long-term financial strategies.

Sharieff Bros is a reputable finance institution located at 23 Verel Avenue in Buffalo, New York, United States. With a strong track record of providing top-notch financial services, Sharieff Bros is known for its expertise in wealth management, investment advisory, and financial planning. Clients can trust in the professionalism and dedication of the team at Sharieff Bros to help them achieve their financial goals and secure their financial future. Whether you are looking for assistance with retirement planning, portfolio management, or risk assessment, Sharieff Bros is the go-to institution for all your financial needs.

t Merrill Lynch Financial Advisor John J. Riter, located at 21 Masse Place in Batavia, New York, our team of experienced professionals at Riter, Grammatico, Reich, White, Tufts & Associates is dedicated to providing the strongest and most robust overall client experience. With over 140 years of combined experience, we offer goals-based planning and investment services to individual, non-profit, and corporate clients in 34 different states and 7 countries. We believe in delivering the best of both worlds - the resources of a world-class organization like Merrill Lynch, combined with the personal touch and friendliness associated with small town values. Our relentless pursuit of financial wellness aims to help clients achieve better outcomes and reach their financial goals. We provide fiduciary advisory services to help manage retirement investments and offer a legacy of service excellence to ensure smooth program operations.

1031 Investment Services is a reputable real estate agency located at 2 Orr Hatch Drive in Cornwall, New York, United States. Specializing in 1031 exchanges, our experienced team of professionals are dedicated to helping clients maximize their investments and navigate the complexities of tax-deferred exchanges. Whether you are looking to buy, sell, or exchange real estate properties, our experts are here to provide personalized guidance and support every step of the way. Trust 1031 Investment Services to help you achieve your financial goals in the world of real estate.

Berkowitz Wealth Management is a premier financial institution located at 220 White Plains Road in Tarrytown, New York, United States. With a team of experienced and dedicated financial advisors, Berkowitz Wealth Management offers personalized wealth management services to help clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or looking to grow your wealth, Berkowitz Wealth Management provides tailored solutions to meet your unique needs. Trust Berkowitz Wealth Management to guide you towards a secure financial future.

Safe Harbor Asset Management, Inc. is a finance institution located at 167 East Main Street, Huntington, New York, United States. As a “Fee Only” SEC Registered Investment Adviser, the firm takes on the fiduciary responsibility of managing your family’s wealth to protect it from increasing risk and taxes. They offer advisory services on a discretionary and non-discretionary basis. Specializing in investment-grade property alternatives for 1031 Exchanges nationwide, Safe Harbor Asset Management, Inc. provides a wide range of DSTs to their investor clients at a lower cost. Their investment process is guided by Modern Portfolio Theory, using a global strategic Asset Allocation model to construct portfolios around index and enhanced index funds.

Merrill Lynch Financial Advisor Lynn L Elliott is a reputable finance institution located at 225 Liberty Street in New York, New York, United States. With a focus on providing expert financial advice and services, Merrill Lynch is dedicated to helping clients achieve their financial goals and secure their financial future. Lynn L Elliott, as a trusted financial advisor, offers personalized guidance and strategies tailored to each client's unique needs and aspirations. Whether you are planning for retirement, investing for the future, or managing your wealth, Merrill Lynch Financial Advisor Lynn L Elliott is committed to delivering top-notch financial solutions and support.

Merrill Lynch Financial Advisor Corey Christopher Rolling is a reputable finance institution located at 6965 Yellowstone Boulevard in New York, United States. With a strong focus on providing personalized financial advice and services, Corey Christopher Rolling and his team strive to help clients achieve their financial goals and secure their financial future. Whether you are looking to invest, plan for retirement, or manage your wealth, Merrill Lynch Financial Advisor Corey Christopher Rolling offers expert guidance and support to help you make informed financial decisions.

TransGlobal Holding Company, located at 38-08 Union Street in New York, is a finance, insurance, and real estate agency providing professional and complete All-In-One services for its clients. With over 30 years of experience in financial planning and management, TransGlobal aims to serve the Asian communities in the U.S. The institution offers a wide range of services including tax coaching and planning, tax filing, business incorporation, life insurance, annuity, financial management, mortgage financing, real estate, asset management, health insurance, and Property & Casualty insurance. TransGlobal's one-stop shop wealth management approach provides all-inclusive services to clients. The institution's affiliated companies consist of over 5,000 professional independent agents across major U.S. cities. Founded in 1994, Transpacific Financial Inc. specializes in providing insurance and pension products to help clients establish more comprehensive and timely services. Please visit the headquarters in Monrovia for more information. Please note that investing in securities involves risks, and consultation with a personal tax or legal advisor is recommended before making any financial decisions.

CSMG Capital Solutions is a comprehensive financial institution located at 205-17 Jamaica Avenue in New York, United States. Specializing in accounting, finance, and real estate services, CSMG Capital Solutions offers expert advice and solutions for all your financial needs. Whether you are looking to manage your investments, secure a mortgage, or navigate the complex world of real estate transactions, our team of professionals is here to help. Trust CSMG Capital Solutions to provide you with top-notch financial services tailored to your individual goals and needs.

Phoenix Asset Management is a reputable finance and real estate agency located at 1205 Franklin Avenue in Garden City, New York. With a team of experienced professionals, we provide expert advice and services in managing assets and real estate investments. Our institution is dedicated to helping clients achieve their financial goals through strategic planning and personalized solutions. Whether you are looking to grow your wealth or invest in properties, Phoenix Asset Management is here to guide you every step of the way.

Sica | Fletcher, LLC is a reputable law firm located at 21 Greene Avenue in Amityville, New York. With a team of experienced attorneys, they provide a wide range of legal services to clients in the United States. Specializing in various areas of law, including business law, estate planning, real estate law, and more, Sica | Fletcher, LLC is dedicated to providing personalized and effective legal solutions for their clients. With a commitment to excellence and client satisfaction, this firm is a trusted choice for individuals and businesses seeking legal representation in Amityville and beyond.

Robert Ackerman - UBS Financial Services Inc. is a reputable finance institution located at 58 South Service Road in Melville, New York, United States. With a strong emphasis on providing top-notch financial services to its clients, the institution is known for its expertise in wealth management, investment advisory, and financial planning. The team at Robert Ackerman - UBS Financial Services Inc. is dedicated to helping individuals and businesses achieve their financial goals through personalized strategies and expert guidance. With a commitment to excellence and integrity, this institution is a trusted partner for those seeking sound financial advice and solutions.

The Empire Group - UBS Financial Services Inc. is a leading finance institution located at 58 South Service Road in Melville, New York, United States. Specializing in wealth management, investment banking, and asset management, our team of experienced professionals provides personalized financial solutions to help clients achieve their financial goals. With a strong reputation for excellence and integrity, The Empire Group - UBS Financial Services Inc. is committed to delivering top-notch financial services to individuals, families, and businesses.

Bank of America Private Client Advisor John M Pitton, located at 75 South Clinton Avenue in Rochester, New York, is a finance institution that offers wealth management and private banking services to business owners, high-net-worth families, private foundations, and nonprofit organizations. John Pitton, as the Managing Director and Market Director, leads a team of professionals who provide strategic guidance and services including investment management, trust and estate planning, real estate finance, lending, and philanthropic services. With over 35 years of experience with Bank of America, John has a strong background in corporate and commercial banking, overseeing large banking relationships and driving business integration activities. The team at Bank of America Private Client Advisor is dedicated to building strong client relationships based on trust and personalized experiences, with a focus on creating strategies that meet the unique needs and goals of each client. With a history of over 200 years, Bank of America Private Bank combines personalized service with the resources of Bank of America to help clients achieve their financial objectives. The institution values innovation and strives to anticipate and respond to changing markets and financial landscapes. It is important to note that while the institution provides information about products and services, clients should consult legal and tax advisors before making financial decisions. Bank of America Private Bank does not serve in a fiduciary capacity with all products or services, and clients should review the institution's privacy policies and practices.

VanDyke Agency LLC is a reputable real estate agency located at 220 West State Street in Olean, New York. Our team of experienced real estate professionals is dedicated to helping clients buy, sell, and rent properties in the area. With a focus on customer service and attention to detail, we strive to make the real estate process as smooth and stress-free as possible for our clients. Whether you are looking to find your dream home, sell your current property, or invest in real estate, VanDyke Agency LLC is here to help you every step of the way. Contact us today to learn more about our services and how we can assist you with your real estate needs.

Gentry Realty is a reputable real estate agency located at 117 Main Street in Boonville, New York. Our team of experienced agents is dedicated to helping clients buy, sell, and rent properties in the area. We specialize in residential and commercial properties, providing personalized service and expert guidance throughout the entire real estate process. Whether you are looking for your dream home or seeking to invest in a profitable property, Gentry Realty is here to assist you every step of the way. Contact us today to learn more about how we can help you achieve your real estate goals.

Willow Realty is a reputable real estate agency located at 40 Pure Honey Lane in Gardiner, New York, United States. With a team of experienced and knowledgeable real estate agents, Willow Realty is dedicated to helping clients buy, sell, and rent properties in the beautiful Hudson Valley region. Whether you are looking for a cozy cottage, a sprawling estate, or a commercial property, Willow Realty is committed to providing exceptional service and finding the perfect property to meet your needs. Contact Willow Realty today to start your real estate journey.

Wohlfarth & Associates, Inc. is a reputable real estate agency located at 890 West End Avenue in New York, New York, United States. With a team of experienced professionals, they specialize in providing top-notch real estate services to clients looking to buy, sell, or rent properties in the bustling New York City market. Whether you are a first-time homebuyer or a seasoned investor, Wohlfarth & Associates, Inc. is dedicated to helping you find the perfect property to meet your needs. Contact them today to start your real estate journey with confidence and peace of mind.

Barry Paley, Team Paley of Keller Williams Points North is a premier real estate agency located in Woodbury, New York. With a team of experienced and dedicated professionals, we provide top-notch service to our clients looking to buy or sell properties in the area. Our office is conveniently located at 100 Crossways Park Drive West, making it easy for clients to visit us and discuss their real estate needs. Whether you are a first-time homebuyer or a seasoned investor, Team Paley is here to help you navigate the real estate market and achieve your property goals. Contact us today to learn more about how we can assist you with all your real estate needs.