Retirement benefits in New York

Policy Smart is a finance institution located at 445 Park Avenue, New York, New York, United States. They offer independent risk management advice for commercial insurance, group benefits, and retirement plans. With their proprietary tool, the CMR Database®, they provide access to over 13,000 specialists and direct writers in the industry, helping organizations find the right vendor for their needs and budget. By analyzing client policy and plan data against 600,000 data points, Policy Smart can source specialty brokers/vendors with the best coverage, price, and service. They have a 95% success rate in reducing clients' premiums, providing unprecedented market access for better coverage, pricing, and service. Clients have saved over $130 million to date with Policy Smart, and they guarantee that coverage will either remain the same or improve. The benchmarking process is confidential, and Policy Smart can expand options beyond what traditional brokers may offer. If they don't save you money while maintaining or improving your coverage, you don't pay. Contact Policy Smart to start assembling your policy documents and receive a confidential risk assessment.

Northwestern Mutual is a reputable finance and insurance agency located in Hudson, New York, United States. With a strong commitment to helping clients achieve financial security and peace of mind, Northwestern Mutual offers a wide range of insurance and investment products tailored to meet individual needs. Their team of experienced financial advisors provides personalized guidance and expertise to help clients reach their financial goals. Whether you are looking for life insurance, retirement planning, or investment solutions, Northwestern Mutual is dedicated to providing top-notch service and support to help you secure a sound financial future.

Merrill Edge is a finance institution located at 35 South Moger Avenue in Mount Kisco, New York, United States. At Merrill, we have a team of experienced Financial Solutions Advisors ready to provide personalized advice and guidance to help you achieve your financial goals. Whether you're looking to invest, plan for the future, or secure your assets, our advisors are here to assist you every step of the way. You can search for a specific advisor by name or look for our parent company, Merrill Lynch. Please note that by leaving Merrill Edge, you will be redirected to FINRA's BrokerCheck website, which is subject to separate terms and privacy policies. We strive to provide you with information about products and services that may be of interest to you, and our investment options involve risks, including the potential loss of money. Our returns are based on the NAV or market price, and include fees and applicable loads. Additional information on our services and fees can be found in our Client Relationship Summary. Banking products are provided by Bank of America, N.A. and our insurance services are offered through Merrill Lynch Life Agency Inc. Contact us today to learn more about how Merrill Edge can help you turn your ambitions into action.

Merrill Edge is a finance institution located at 91 South Greeley Avenue, Chappaqua, New York, United States. At Merrill, they have the people, tools, and personalized advice and guidance to help turn your ambitions into action. A Merrill Advisor can help you pursue your goals and plan for what matters most to you – and can meet with you in the way that works best. They provide information about products and services that you might find interesting and useful. Investing in securities involves risks, and there is always the potential of losing money. Merrill offers a broad range of brokerage, investment advisory, and other services. Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation. Merrill Lynch Life Agency Inc. (MLLA) is a licensed insurance agency and wholly owned subsidiary of BofA Corp. This material is not intended as a recommendation, offer, or solicitation for the purchase or sale of any security or investment strategy. Additional information is available in their Client Relationship Summary.

Hardy 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.

Beacon Financial Advisors, located at 800 Westchester Avenue in Rye Brook, New York, is a finance and legal institution specializing in providing independent investment advice. Led by a father-son team, the institution prides itself on integrity, expertise, and personalized service for clients. Unlike traditional financial institutions, Beacon Financial Advisors prioritizes the best interests of its clients over any potential conflicts of interest. With a focus on retirement planning, stock options, and corporate benefits, Beacon Financial Advisors helps executives navigate the complexities of their financial portfolios. Acting as a personal Chief Financial Officer, the institution offers tailored guidance to help clients preserve and grow their wealth.

Merrill Lynch Financial Advisor Susan M Condit is a dedicated financial institution located at 360 Hamilton Avenue in White Plains, New York, United States. Susan Condit follows a disciplined process to understand each client's needs, concerns, and priorities, holding the title of Senior Financial Advisor. She is passionate about delivering excellent service and is actively involved in volunteering in the community. The institution offers personalized financial planning through Merrill Personal Wealth Analysis™, focusing on the client's goals and priorities. With a focus on family, goals, and priorities that may change over time, Susan Condit works closely with clients to develop personalized financial strategies. By utilizing the Investment Personality Assessment, clients can gain a deeper understanding of their investing preferences and work towards achieving their financial goals. The institution offers ongoing support to help clients stay on track and adjust their financial approach as needed. With a commitment to understanding each client personally, Susan Condit strives to help clients achieve their financial goals through a customized investment approach. Merrill Lynch Wealth Management Advisors provide comprehensive financial solutions tailored to address each client's needs and goals. The institution puts clients first, offering one-on-one relationships with dedicated advisors to guide them through their financial journey. With a focus on personalized investment strategies and access to financial solutions from Bank of America, clients can benefit from a collaborative approach to financial planning. Susan Condit is registered to do business in several states and offers insights, tips, and strategies to help clients live their best financial life. It is important to note that investing involves risk and clients should consult with legal and tax advisors before making financial decisions. Merrill Lynch offers a range of services, including brokerage, investment advisory, and financial planning, with important differences between each service. Clients can speak with their Merrill financial advisor to learn more about these services and determine the best approach for their financial needs.

Merrill Lynch Financial Advisor Christina J. Chin is located at 360 Hamilton Avenue in White Plains, New York. The team at this finance institution is dedicated to understanding your values and helping you achieve your financial goals. Christina Chin, a Financial Advisor and Senior Portfolio Advisor, works with a diverse range of clients to create customized wealth management strategies. She believes in the importance of communication and building strong client relationships. With a focus on small business owners, Christina can help manage both personal and business finances. She holds various certifications and licenses, and is committed to continually monitoring financial progress and revising portfolios as needed. By utilizing tools such as Merrill Personal Wealth Analysis™ and the Investment Personality Assessment, Christina and her team can help you create a personalized financial plan tailored to your goals and priorities. Whether you are planning for retirement, saving for a major purchase, or passing on wealth to future generations, Merrill Lynch Financial Advisor Christina J. Chin can help you navigate the complexities of your financial life.

Main Street Financial LLC is a reputable finance institution located at 550 Mamaroneck Avenue in Harrison, New York. With a team of experienced professionals, Main Street Financial LLC offers a wide range of financial services to individuals and businesses. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, Main Street Financial LLC is dedicated to helping you achieve your financial goals. Contact them today to learn more about how they can help you secure your financial future.

Main Street Financial Group is a premier finance institution located at 312 Commack Road in the bustling town of Commack, New York. Our team of experienced professionals is dedicated to providing top-notch financial services and guidance to individuals and businesses alike. Whether you are looking for assistance with investments, retirement planning, or insurance, we are here to help you navigate the complex world of finance. Trust Main Street Financial Group to help you achieve your financial goals and secure your future.

First New York is a leading financial institution located at 90 Park Avenue in the heart of New York City. As a trusted name in the finance industry, First New York offers a wide range of services including banking, investments, and wealth management. With a team of experienced professionals and a commitment to excellence, First New York is dedicated to helping clients achieve their financial goals. Whether you are looking to open a savings account, invest in the stock market, or plan for retirement, First New York is here to provide personalized solutions tailored to your needs. Visit us today and experience the difference that First New York can make in your financial future.

Equitable is a prominent financial institution located at 1290 6th Avenue in the bustling city of New York, New York, United States. With a long history of providing trustworthy and reliable financial services, Equitable is dedicated to helping individuals and businesses achieve their financial goals. Offering a wide range of products and services, including investment options, retirement planning, insurance, and more, Equitable is committed to ensuring the financial well-being of its clients. With a team of knowledgeable and experienced professionals, Equitable is a trusted partner for all your financial needs.

David Lasco - Financial Advisor, Ameriprise Financial Services, LLC is a reputable financial institution located at 100 Summit Lake Drive in Valhalla, New York, United States. As a trusted advisor, David Lasco offers personalized financial planning services to help clients achieve their financial goals and secure their future. With expertise in wealth management, retirement planning, investment strategies, and more, clients can rely on Ameriprise Financial Services for expert guidance and support. Contact David Lasco today to schedule a consultation and take control of your financial future.

Jarrett Jacobsen - Financial Advisor, Ameriprise Financial Services, LLC, located at 2900 Westchester Avenue, Harrison, New York, offers a wide range of financial services to meet the needs of individuals and businesses. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Jarrett Jacobsen is well-equipped to provide expert guidance on asset management, retirement planning, estate planning, investment strategies, and insurance products. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, Jarrett Jacobsen can help you achieve your financial goals. With a focus on ethics and professionalism, Jarrett Jacobsen is committed to providing personalized financial advice tailored to your specific needs. Contact them today to schedule a consultation and take the first step towards a secure financial future.

Donald Amoruso is a financial advisor at Ameriprise Financial Services, LLC located at 100 Summit Lake Drive in Valhalla, New York, United States. Donald holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, estate planning, retirement planning, and investment strategies. With a focus on ethical practices and comprehensive knowledge, Donald provides personalized financial advice to individuals, retirees, small business owners, and high net worth clients. Whether you need help with portfolio management, tax planning, risk management, or retirement income solutions, Donald is dedicated to helping you achieve your financial goals. Contact him today for expert financial guidance tailored to your specific needs.

Stacey Jacobson, a financial advisor at Ameriprise Financial Services, LLC, is dedicated to helping clients achieve their financial goals. Located at 800 Westchester Avenue in Rye Brook, New York, Stacey provides personalized financial planning services to individuals and families. With a focus on wealth management, retirement planning, and investment strategies, Stacey strives to empower her clients to make informed decisions about their finances. Trust Stacey Jacobson to guide you towards a secure financial future.

Robert Coffey is a trusted financial advisor at Ameriprise Financial Services, LLC, located at 800 Westchester Avenue in Rye Brook, New York. With years of experience in the finance industry, Robert is dedicated to helping his clients achieve their financial goals and secure their future. Whether you are looking to invest, plan for retirement, or manage your wealth, Robert Coffey can provide personalized guidance and expert advice to help you make informed decisions. Contact Robert Coffey today to schedule a consultation and take the first step towards financial security.

Frank Sabia - UBS Financial Services Inc. is a renowned finance institution located at 709 Westchester Avenue in White Plains, New York, United States. With a strong reputation for excellence in financial services, Frank Sabia - UBS Financial Services Inc. offers a wide range of wealth management and investment solutions to help clients achieve their financial goals. Their team of experienced professionals provides personalized advice and guidance to clients, ensuring that their financial needs are met with precision and care. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Frank Sabia - UBS Financial Services Inc. is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Paul Veteri is a highly experienced financial advisor at Ameriprise Financial Services, LLC, located at 2 Westchester Park Drive in White Plains, New York. With a passion for helping individuals and families achieve their financial goals, Paul provides personalized financial planning and investment strategies tailored to each client's unique needs. Whether you are planning for retirement, saving for college, or building wealth for the future, Paul Veteri and his team are dedicated to providing expert guidance and support every step of the way. Contact Paul Veteri at Ameriprise Financial Services, LLC for comprehensive financial advice and services you can trust.

LTC Financial Partners is a leading finance, health, and insurance agency located at 14 East Way in Bedford, New York, United States. With a team of experienced professionals, LTC Financial Partners specializes in providing financial planning and insurance solutions for long-term care needs. Whether you are looking for assistance in managing your finances or protecting your health, LTC Financial Partners is dedicated to helping you achieve your goals and secure your future. Contact us today to learn more about our services and how we can assist you in planning for your long-term care needs.

LTC Financial Partners is a finance, health, and insurance agency located at 300 Woodcrest Lane in Mount Kisco, New York, United States. Specializing in long-term care planning, they offer personalized solutions to help individuals and families protect their financial well-being and health. With a team of experienced professionals, LTC Financial Partners provides expert guidance and support in navigating the complexities of long-term care insurance and financial planning. Trust them to help you secure your future and peace of mind.

Mass Mutual Financial Group is a renowned finance and insurance agency located at 221 Main Street in Mount Kisco, New York, United States. With a commitment to helping individuals and businesses achieve their financial goals, Mass Mutual offers a wide range of services including investment planning, retirement planning, insurance solutions, and more. Their team of experienced professionals provides personalized guidance and tailored strategies to help clients secure their financial future. Visit Mass Mutual Financial Group today and start planning for a better tomorrow.

Ronald 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.

Joshua Daniel Brown is a trusted financial advisor at Ameriprise Financial Services, LLC, located at 399 Knollwood Road in White Plains, New York. With a focus on providing personalized financial planning and investment strategies, Joshua helps clients navigate their financial goals and achieve long-term success. Whether you are saving for retirement, planning for your children's education, or looking to grow your wealth, Joshua can provide expert guidance and tailored solutions to meet your unique needs. Contact Joshua Daniel Brown today to start planning for a secure financial future.

Gabriella DelMonaco is a highly experienced financial advisor at Ameriprise Financial Services, LLC, located at 50 Main Street in White Plains, New York. With a strong commitment to helping clients achieve their financial goals, Gabriella provides personalized financial planning and investment advice tailored to each individual's unique needs and circumstances. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Gabriella DelMonaco can help you navigate the complexities of the financial world and make informed decisions for a secure financial future. Contact her today to schedule a consultation and take the first step towards financial success.

Michael Carter - Financial Advisor, Ameriprise Financial Services, LLC is a reputable finance institution located at 800 Westchester Avenue in Rye Brook, New York, United States. As a trusted financial advisor, Michael Carter provides personalized financial planning and investment services to help clients achieve their financial goals. With a focus on building long-term relationships and providing expert guidance, clients can feel confident in their financial decisions when working with Michael Carter and Ameriprise Financial Services, LLC.

Sun Life Financial is a leading financial institution located in Port Chester, New York, United States. With a strong reputation for providing innovative and reliable financial solutions, Sun Life offers a wide range of services including insurance, investments, retirement planning, and wealth management. Their dedicated team of professionals are committed to helping clients achieve their financial goals and secure their future. Whether you are looking for insurance coverage, investment opportunities, or retirement planning advice, Sun Life Financial has the expertise and resources to meet your needs. Trust Sun Life Financial to help you navigate the complexities of the financial world and create a secure financial future for you and your loved ones.

Edward Jones - Financial Advisor: Johnson C Uwamanzu-Nna is a trusted financial institution located at 542 North Country Road in Saint James, New York. As a dedicated financial advisor, Johnson C Uwamanzu-Nna provides personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones offers a wide range of financial services including retirement planning, investment management, and wealth management. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Edward Jones - Financial Advisor: Johnson C Uwamanzu-Nna is committed to helping you navigate the complex world of finance with confidence and peace of mind.

Financial 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.

First Standard Financial is a reputable finance institution located in Miller Place, New York, United States. We specialize in providing a wide range of financial services to individuals and businesses, including investment management, retirement planning, and wealth management. Our team of experienced financial advisors is dedicated to helping our clients achieve their financial goals and secure their financial future. With a commitment to excellence and personalized service, First Standard Financial is a trusted partner for all your financial needs.