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TOP 30 Retirement funds in New York, NY
525 results found
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John Baringer - Private Wealth Advisor, Ameriprise Financial Services, LLC
John Baringer is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 3 Hemphill Place, Malta, New York, United States. Specializing in finance, John Baringer 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®. John Baringer is also a Certified Military Financial Advisor® (CFMA®) providing comprehensive financial planning services. With expertise in asset management, retirement planning, estate planning, and investment strategies, John Baringer is committed to providing top-notch financial advice and services to clients.
Ryan Dudzic - Financial Advisor, Ameriprise Financial Services, LLC
Ryan Dudzic is a Financial Advisor at Ameriprise Financial Services, LLC, located at 80 Wolf Road, Albany, New York, United States. Ryan holds various certifications 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®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. With expertise in asset management, estate planning, retirement planning, and investment strategies, Ryan provides comprehensive financial advice to individuals, retirees, small business owners, and high net worth clients. Accredited and experienced, Ryan Dudzic is dedicated to helping clients make informed financial decisions and achieve their financial goals.
Philip Madonna - Financial Advisor, Ameriprise Financial Services, LLC
Philip Madonna is a Financial Advisor at Ameriprise Financial Services, LLC located at 80 Wolf Road in Albany, New York, United States. He holds several 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®. These certifications demonstrate his expertise in various aspects of finance including asset management, retirement planning, estate planning, investment strategies, risk management, and more. Philip Madonna is dedicated to providing comprehensive financial advice and guidance to individuals, retirees, small business owners, and high net worth clients.
Merrill Lynch Financial Advisor William Fiorica
Merrill Lynch Financial Advisor William Fiorica, located at 1241 Pittsford Victor Road in Pittsford, New York, offers personalized wealth management strategies tailored to your individual financial goals. With access to the investment insights of Merrill and banking solutions from Bank of America, William Fiorica can help you navigate today's changing market conditions and develop a flexible strategy to help you pursue your aspirations. With a focus on understanding what matters most to you, William Fiorica works to design and implement a personalized plan intended to help you manage, grow, and preserve your wealth for the future. Through the Merrill Personal Wealth Analysis™, you can build a customized financial approach centered on your goals and priorities.
Matt Sperazzo - Financial Advisor, Ameriprise Financial Services, LLC
Matt Sperazzo is a Financial Advisor at Ameriprise Financial Services, LLC located at 5 Palisades Drive, Albany, New York, United States. Matt 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®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Matt's expertise in asset management, estate planning, retirement planning, investment management, and more. As a Certified Military Financial Advisor®, Matt is also trained to serve veterans and active duty military personnel. With a focus on providing comprehensive financial planning services, Matt Sperazzo is dedicated to helping individuals and businesses achieve their financial goals.
Matthew Gentile - Associate Financial Advisor, Ameriprise Financial Services, LLC
Matthew Gentile is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 80 Wolf Road, Albany, New York, United States. Matthew holds several 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®. These certifications demonstrate Matthew's expertise in various areas of finance including asset management, retirement planning, estate planning, investment strategies, and more. As an experienced financial advisor, Matthew is committed to providing comprehensive and personalized financial advice to his clients. Contact Matthew Gentile at Ameriprise Financial Services, LLC for all your financial planning needs.
George Amedore III - Financial Advisor, Ameriprise Financial Services, LLC
George Amedore III is a financial advisor at Ameriprise Financial Services, LLC located at 80 Wolf Road, Albany, New York, United States. He holds various certifications 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®. These certifications demonstrate his expertise in asset management, estate planning, retirement planning, and various other financial services. George Amedore III is dedicated to providing comprehensive and personalized financial advice to individuals, retirees, small business owners, and high net worth clients.
S.M. Miller & Associates - Ameriprise Financial Services, LLC
S.M. Miller & Associates - Ameriprise Financial Services, LLC is a trusted finance institution located at 4 Atrium Drive, Albany, New York, United States. Recognized as one of the Most Trustworthy Companies in America 2023 by Newsweek, we specialize in providing personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. Our team documents your goals, regularly reviews progress, and adjusts strategies as life changes. With access to investments and accounts from any device, we prioritize secure and transparent communication with our clients. Our services include retirement planning, education funding, major purchases, and more. Through the Retirement InteractiveSM tool, clients can explore potential challenges and solutions for their retirement income. Our financial advisors are registered in specific U.S. states, ensuring personalized recommendations and solutions tailored to individual needs.
Merrill Lynch Financial Advisor Jonathan H Tellstone
Merrill Lynch Financial Advisor Jonathan H Tellstone is a reputable finance institution located at 26 Century Hill Drive, Latham, New York, United States. The institution is proud of its advisors who have received recognition from financial industry publications and Bank of America Corporation for their exemplary client service. The team, supported by the global resources of Merrill, is dedicated to building strong client relationships based on trust and personalized service. The Senior Resident Director - Wealth Management Advisor focuses on understanding your goals and priorities, helping you pursue what matters most to you. By utilizing the Investment Personality Assessment, the team can customize a financial approach tailored to your preferences and goals. The Merrill Personal Wealth Analysis™ helps in building a personalized plan centered on your aspirations. The institution believes in staying connected with you to discuss changes in your life and financial approach, ensuring you stay on track to achieve your goals. With a focus on understanding you and what matters most, Merrill Lynch Wealth Management Advisors provide personalized investment strategies and comprehensive financial solutions to help you pursue your goals. Whether it's retirement planning, education funding, or wealth transfer, the team is committed to helping you achieve financial success.
Merrill Lynch Financial Advisor Douglas E Moynihan
Merrill Lynch Financial Advisor Douglas E Moynihan, located at 26 Century Hill Drive in Latham, New York, is a finance institution that believes in building strong relationships through teamwork and involvement. Their team of advisors and wealth management client associates have access to the global investment capabilities of Merrill and the banking convenience of Bank of America. They strive to be your primary source for financial advice and guidance, valuing dedication and diligence at every step of the financial planning process. Moynihan, Reilly, Ingemie & Associates understand that financial success is achieved through making investment-related decisions that align with your personally meaningful goals. By utilizing research in behavioral finance, they offer an Investment Personality Assessment to tailor a financial approach that suits your individual preferences and aspirations. They emphasize the importance of understanding your goals and priorities to provide you with the necessary insights and resources.
Jennifer Ryba Spurgas - Financial Advisor, Ameriprise Financial Services, LLC
Jennifer Ryba Spurgas is a Financial Advisor at Ameriprise Financial Services, LLC, located at 3 Hemphill Place in Malta, New York, United States. Specializing in finance, Jennifer 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®. With expertise in asset management, estate planning, retirement planning, and investment strategies for individuals, small business owners, and retirees, Jennifer is dedicated to providing comprehensive financial advice and support. As a Certified Military Financial Advisor®, Jennifer also serves veterans and military personnel. With a commitment to ethical practices and continuing education, Jennifer Ryba Spurgas is a trusted and knowledgeable financial professional.
Zilliox equity
Zilliox Equity is a reputable finance institution located at 1118 East Main Street in East Aurora, New York, United States. Specializing in providing expert financial services, Zilliox Equity offers a wide range of investment opportunities and financial solutions to help clients achieve their goals. With a team of experienced professionals, Zilliox Equity is committed to delivering personalized and strategic financial advice to individuals and businesses. Whether you are looking to grow your wealth, plan for retirement, or secure funding for your next venture, Zilliox Equity is dedicated to helping you succeed. Contact us today to learn more about how we can support your financial needs.
Capital Income Advisors
Capital Income Advisors is a renowned accounting and finance institution located at 555 West 23rd Street in the bustling city of New York, United States. With a team of experienced professionals, they provide expert financial advice and services to help clients manage their capital and investments effectively. Whether you are an individual looking to grow your wealth or a business seeking financial guidance, Capital Income Advisors is dedicated to helping you achieve your financial goals. Trust in their expertise and experience to secure a prosperous financial future.
NCPD Federal Credit Union
NCPD Federal Credit Union, located at 777 Old Country Road in Plainview, New York, is a trusted institution offering a range of financial services. Whether you need an ATM for convenient access to your funds or are looking for competitive rates on loans and savings accounts, NCPD FCU has you covered. With APR and APY rates that are subject to change, you can trust that you are getting the best deal possible. Unlock the equity in your home with a flexible home equity line of credit, earn rewards on purchases, and enjoy low fees and quality service as a member of NCPD FCU. Whether you are looking to secure financing for your dream home or need a loan for career expenses, NCPD FCU has a solution for you. With a commitment to the community and decades of experience, NCPD FCU is dedicated to providing reliable and efficient financial services that make a difference in your life.
KeyBank
KeyBank is a trusted financial institution located at 101 Dolson Avenue in Middletown, New York. As a full-service bank, KeyBank offers a wide range of financial services including checking and savings accounts, loans, investments, and more. With convenient ATM access, customers can easily manage their finances and access their funds at any time. Whether you're looking to open a new account, apply for a loan, or simply withdraw cash, KeyBank is here to help you achieve your financial goals.
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