TOP 10 Retirement health resources in New York, NY
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Divirgilio Benefit Resources, LLC.
● ClosedDivirgilio Benefit Resources, LLC. is a reputable health insurance agency located at 659 Main Street in Johnson City, New York, United States. With a commitment to providing top-notch benefits and resources for individuals and families, they offer a range of health insurance options tailored to meet the unique needs of their clients. Whether you are looking for coverage for yourself, your family, or your employees, Divirgilio Benefit Resources, LLC. is dedicated to helping you find the best plan to suit your needs. Their knowledgeable team is ready to assist you in navigating the complex world of health insurance to ensure you have the coverage you need for a secure and healthy future.
659 Main St, Johnson City, NY 13790, United States -
Health Services Retirement
● OpenHealth Services Retirement is an insurance agency located at 555 West 57th Street in New York, New York, United States. We specialize in providing retirement planning services for individuals working in the health services industry. Our experienced team is dedicated to helping our clients navigate the complexities of retirement planning and ensuring they have the financial security they need for their future. Contact us today to learn more about how we can help you plan for a comfortable and stress-free retirement.
555 W 57th St #1532, New York, NY 10019, United States -
New York City Financial Advisor-Financial Planners
● ClosedNew York City Financial Advisor-Financial Planners is a leading finance and insurance agency located at 60 East 42nd Street in the heart of New York City. Our team of expert advisors and planners are dedicated to helping individuals and businesses achieve their financial goals through personalized strategies tailored to their unique needs. Whether you are looking to plan for retirement, invest in the stock market, or protect your assets with insurance, our experienced professionals are here to guide you every step of the way. Trust New York City Financial Advisor-Financial Planners to provide you with the expertise and resources needed to secure your financial future.
60 E 42nd St, New York, NY 10165, United States -
Renato Salvacion - Financial Services Professional at New York Life Insurance Company
● ClosedRenato Salvacion is a Financial Services Professional at New York Life Insurance Company, located at 1660 Walt Whitman Road, Melville, New York, United States. As an insurance agency, they offer permanent policies with guaranteed death benefits and cash value growth, long-term coverage that is customizable to fit your needs and budget, and the ability to invest policy cash value in the market. They provide assistance with everyday tasks, income replacement in case of sickness or injury, professionally managed investments, and guidance on creating an investment strategy and estate plan. New York Life consistently earns the highest financial ratings and is involved in charitable giving at both local and national levels. Renato I. Salvacion helps clients understand their financial options and achieve their goals through personalized approaches. Life insurance and long-term care insurance are offered to protect families and lifestyles. The institution helps clients secure a steady income for retirement and provides resources and tools for future financial planning.
1660 Walt Whitman Rd, Melville, NY 11747, United States -
Sid and Ruth Lapidus Health Sciences Library
● ClosedWelcome to the Sid and Ruth Lapidus Health Sciences Library, a premier resource for medical professionals and students located at 550 1st Avenue, Manhattan, New York. Established in June 2016, our library is a hub for Graduate Medical Education, Obstetrics & Gynecology, and the College of Global Public Health. We offer an extensive array of resources, including mobile apps and sites, to support learning and research on the wards. Designed with modern teaching and collaboration in mind, our facility boasts innovative technologies and spaces for independent study and group work. Visitors can explore archival displays that celebrate the rich history of NYU Langone, thanks to the generous contributions of Sid and Ruth Lapidus.
550 1st Avenue, Manhattan, New York, United States -
Thomas D. O'Sullivan - New York Life
● ClosedWelcome to Thomas D. O'Sullivan - New York Life, your trusted insurance agency located at 1000 South Avenue, Suite 101, Staten Island, New York 10314. As a dedicated Financial Professional and Insurance Agent, Thomas D. O'Sullivan is committed to helping clients navigate the complex world of insurance and financial planning with personalized service and expert guidance. At our agency, we understand that every client is unique, and we strive to develop tailored solutions that meet both your immediate needs and long-term goals. Whether you're looking for permanent life insurance with guaranteed death benefits and cash value growth, or customizable long-term coverage options, we have the expertise to guide you through your choices.
1000 South Avenue, Staten Island, New York 10314, United States -
Wise Financial LLC
● ClosedWise Financial LLC is a leading finance institution located at 7 Executive Park Drive in New York, United States. Our team of experienced professionals provides expert financial advice and services to help clients achieve their financial goals. Whether you are looking to invest, save for the future, or plan for retirement, Wise Financial LLC is here to help. With a focus on personalized service and tailored solutions, we strive to empower our clients to make wise financial decisions. Contact us today to learn more about how we can assist you in reaching your financial objectives.
7 Executive Park Dr Suite C, Clifton Park, NY 12065, United States -
Financial Decisions
● ClosedFinancial Decisions is a leading finance institution located in the heart of New York City. Situated at 780 3rd Avenue, this institution specializes in providing expert financial advice and guidance to individuals and businesses looking to make informed decisions about their money. With a team of experienced professionals, Financial Decisions offers a wide range of services including investment planning, wealth management, and retirement planning. Whether you are looking to grow your wealth or secure your financial future, Financial Decisions is dedicated to helping you achieve your goals. Contact us today to schedule a consultation and take the first step towards a more secure financial future.
780 3rd Ave #1901, New York, NY 10017, United States -
Integrated Financial Partners
● OpenIntegrated Financial Partners is a leading financial institution located at 16 Mount Ebo Road South in Brewster, New York. Specializing in a wide range of financial services, including investment planning, retirement planning, and wealth management, our team of expert advisors is dedicated to helping clients achieve their financial goals. With a focus on personalized service and tailored solutions, we strive to provide our clients with the tools and resources they need to secure their financial future. Contact us today to schedule a consultation and take the first step towards financial success.
16 Mt Ebo Rd S, Brewster, NY 10509, United States -
Financial Planning Services | The Financial Gym
● ClosedFinancial Planning Services at The Financial Gym, located at 1077 Pleasantville Road in Briarcliff Manor, New York, offers personalized financial planning and coaching to help individuals achieve their financial goals. Our team of experienced professionals provide guidance on budgeting, saving, investing, and more to help clients build a strong financial foundation. Whether you're looking to buy a home, save for retirement, or pay off debt, our services can help you navigate the complex world of finance with confidence. Visit us today to start your journey towards financial fitness.
1077 Pleasantville Rd Box 6, Briarcliff Manor, NY 10510, United States -
CMC Wealth Management
● ClosedCMC Wealth Management, located at 113 Nethermont Avenue in White Plains, New York, is an institution specializing in accounting and finance. With a focus on helping clients secure their financial future, CMC Wealth Management offers personalized services to address individual circumstances and goals. The founder, Catherine M. Censullo, CPA, PFS, is dedicated to guiding clients through the process of financial planning and investment. At CMC Wealth Management, clients can expect regular reviews of their financial concerns and adjustments to ensure their financial health aligns with their personal, professional, and family situations. The institution emphasizes the importance of proactive financial planning to uncover opportunities and potential rewards for long-term success. Whether clients are seeking brokerage services, investment advisory services, or both, the team at CMC Wealth Management is equipped to assist with a range of financial needs.
113 Nethermont Ave, White Plains, NY 10603, United States -
Wealth Habits
● ClosedWealth Habits is a finance institution located at 5 Sage Court, White Plains, New York, United States. Our services include market and economic observations, portfolio changes, and operations updates. We also offer education planning with practical tips for college education and ensuring equal funding for every child's education. Our experts can help you unlock the secrets of tax-efficient retirement withdrawals and create a blueprint for optimized retirement distributions. Learn about the pros and cons of 401(k) consolidation to maximize your retirement savings. Our services cover financial planning, investments, and tax planning with actionable strategies, tools, and resources to help you achieve financial independence.
5 Sage Ct, White Plains, NY 10605, United States -
Sun Life Financial
● ClosedSun 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.
Port Chester, NY 10573, United States -
Redlig Financial Services Inc.
● ClosedRedlig Financial Services Inc. is a reputable accounting and finance institution located at 40 Prescott Avenue in White Plains, New York, United States. With a team of experienced professionals, we provide a wide range of financial services to individuals and businesses, including tax preparation, bookkeeping, financial planning, and investment management. Our goal is to help our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how we can assist you with your financial needs.
40 Prescott Ave, White Plains, NY 10605, United States -
National Income Life - Theo Pappas
● ClosedNational Income Life - Theo Pappas is an insurance agency located in Yorktown Heights, New York, United States. With a commitment to providing quality insurance products and services, this institution offers a range of options to help individuals and families protect their financial well-being. Led by Theo Pappas, the agency strives to provide personalized and reliable insurance solutions to meet the unique needs of each client. Whether you are looking for life insurance, disability insurance, or other types of coverage, National Income Life - Theo Pappas is dedicated to helping you find the right policy for your specific situation. Visit their office in Yorktown Heights to learn more about their offerings and how they can assist you in securing your financial future.
345 Kear Street Suites 209 - 210, Yorktown Heights, NY 10598, United States -
Prudential Financial
● ClosedPrudential Financial is a renowned health and insurance agency located at 401 Columbus Avenue in Valhalla, New York, United States. With a strong reputation for providing top-quality insurance products and services, Prudential Financial is committed to helping individuals and families protect their health and financial well-being. Their experienced team of professionals offers personalized guidance and support to help clients make informed decisions about their insurance needs. Whether you are looking for health coverage, life insurance, or retirement planning services, Prudential Financial has the expertise and resources to assist you in achieving your financial goals. Visit their office in Valhalla today to learn more about the comprehensive insurance solutions they offer.
401 Columbus Ave Suite 204, Valhalla, NY 10595, United States -
Evelyn Hunt, Bankers Life Agent
● OpenEvelyn Hunt, Bankers Life Agent is an insurance agency located at 3 Nancy Court in Wappingers Falls, New York, United States. Specializing in providing insurance products and services from Bankers Life, this institution offers personalized and professional assistance to help clients protect their financial future. With a focus on customer service and a commitment to helping individuals and families find the right insurance coverage, Evelyn Hunt, Bankers Life Agent is a trusted resource for insurance needs in the Wappingers Falls area.
3 Nancy Ct Ste 1 & 2, Wappingers Falls, NY 12590, United States -
Albany Financial Group
● ClosedAlbany Financial Group is a premier finance institution located at 80 Wolf Road in Albany, New York, United States. With a team of experienced financial experts, we provide a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with wealth management, Albany Financial Group is here to guide you every step of the way. Our personalized approach and commitment to excellence make us a trusted partner for all your financial needs.
80 Wolf Rd #301, Albany, NY 12205, United States -
Capable Wealth
● ClosedCapable Wealth is a finance institution located at 150 State Street in Albany, New York, United States. We understand that navigating the world of financial planning can be overwhelming, which is why we strive to simplify complex topics and empower our clients to make strong money decisions. At Capable Wealth, we believe in creating clarity and providing expert guidance to help you achieve financial confidence and live a fulfilling lifestyle. Our founder, Jared, is a natural and enthusiastic speaker who is available to speak on a variety of financial topics affecting young professionals.
150 State St 4th floor, Albany, NY 12207, United States -
Merrill Lynch Financial Advisor Shilin Yin
● ClosedMerrill Lynch Financial Advisor Shilin Yin, located at 26 Century Hill Drive in Latham, New York, offers a wide range of investment solutions and banking products from Bank of America. Shilin Yin, a Certified Financial Planner (CFP®), focuses on building a comprehensive wealth management strategy tailored to each client's needs and goals. With a background in financial planning and investment management, Shilin provides personalized advice and guidance to help clients achieve their financial objectives. As a Merrill advisor, Shilin works closely with clients to understand their values and priorities, offering insights on market trends and global economy to help them make informed decisions. Shilin is supported by a team of specialists in investments, estate planning, wealth transfer, philanthropy, and lending, ensuring a holistic approach to managing wealth. Whether it's planning for retirement, managing investments, or transferring wealth to the next generation, Shilin is dedicated to helping clients navigate their financial journey with confidence. With access to the resources and expertise of Merrill Lynch and Bank of America, Shilin provides clients with the tools and insights they need to pursue their financial goals and build a secure future for themselves and their families.
26 Century Hill Dr, Latham, NY 12110, United States -
Merrill Lynch Financial Advisor Nicole Leonard
● ClosedMerrill Lynch Financial Advisor Nicole Leonard, located at 26 Century Hill Drive in Latham, New York, is part of The Moloney - Leonard Group, dedicated to helping clients achieve their financial goals. With 85 years of combined financial services experience, the team at Merrill Lynch focuses on developing a customized financial approach for each client, placing them at the center of the wealth management process. The team at Merrill Lynch understands that each client's situation is unique and ever-changing. By getting to know clients personally and understanding their goals and priorities, they can provide thoughtful investment guidance aligned with what matters most to each individual. Through tools like the Investment Personality Assessment, they tailor financial strategies to suit each client's needs and preferences.
26 Century Hill Dr, Latham, NY 12110, United States -
Merrill Lynch Financial Advisor Becky M Sciortino
● ClosedMerrill Lynch Financial Advisor Becky M Sciortino is a trusted institution located at 26 Century Hill Drive in Latham, New York, United States. With over 20 years of experience, Becky focuses on the wealth and health of her clients, viewing them as individuals with unique situations and aspirations rather than just portfolios. She assists a diverse range of clients, including successful business owners, corporate executives, retired individuals, and families. Becky's personal experiences have shaped her approach to financial planning, as she understands the importance of helping clients achieve their life dreams and navigate challenges such as illness, divorce, or job loss. Becky's expertise lies in retirement planning, income generation, wealth preservation, and growth strategies. She educates clients on important topics such as health, saving vs. spending, Social Security, and insurance. By coordinating with clients' CPAs and attorneys, Becky ensures that tax minimization and estate planning strategies are aligned. She also offers access to Bank of America for lending and banking services.
26 Century Hill Dr, Latham, NY 12110, United States -
Merrill Lynch Financial Advisor Sean A Moloney
● ClosedMerrill Lynch Financial Advisor Sean A Moloney, located at 26 Century Hill Drive in Latham, New York, is dedicated to helping clients achieve their financial goals. With 85 years of combined financial services experience, the team at The Moloney - Leonard Group places clients at the center of the wealth management process. As Merrill advisors, they focus on developing a customized financial approach for each client, putting their needs and goals above market trends. The team is committed to understanding each client's unique concerns, priorities, and financial resources, meeting with them regularly to ensure progress towards their goals. By utilizing the Investment Personality Assessment and Merrill Personal Wealth Analysis™, the team can create personalized plans that reflect each client's individual needs and objectives. With access to the global resources of Merrill and personalized service, clients can trust in the team's expertise and commitment to helping them achieve financial success. Whether planning for retirement, saving for a home, or funding education, clients can rely on the team to provide thoughtful investment guidance aligned with their goals. The team is dedicated to building strong client relationships based on trust and personalized service, helping clients navigate through market fluctuations and changes in their lives. With a focus on understanding each client personally, the team at Merrill Lynch Financial Advisor Sean A Moloney is committed to helping clients achieve their financial goals and live their best financial life.
26 Century Hill Dr, Latham, NY 12110, United States -
Financial Planning Association of NENY
● OpenThe Financial Planning Association of Northeastern New York (FPA-NENY) is dedicated to promoting the importance of financial planning and providing high-quality education and networking opportunities for its members. Located at the prestigious Wolferts Roost Country Club in Albany, New York, FPA-NENY aims to be the premier community of financial planners in the region. Through mentoring, networking, and advocacy efforts, the association strives to serve as a valuable resource for both the public and the media. Visit our website at www.wolfertsroost.com to learn more about our mission and events.
120 Van Rensselaer Blvd, Albany, NY 12204, United States -
Merrill Lynch Financial Advisor William T Hazelton
● ClosedMerrill Lynch Financial Advisor William T Hazelton, located at 69 State Street, Albany, New York, United States, offers personalized financial services supported by the global resources of Merrill. Their team of experienced professionals is dedicated to building strong client relationships based on trust and personalized service. By starting with a conversation to understand your goals and priorities, they create a customized financial approach to help you pursue what matters most to you, whether it's planning for retirement, saving for a home, or funding a child's education. With over 70 years of combined experience, their team collaborates with clients to tailor strategies to their specific financial needs and aspirations. Through the Merrill Personal Wealth Analysis™ and ongoing reviews, they help clients stay on track to achieve their goals and adjust their financial approach as life changes. As Merrill Lynch Wealth Management Advisors, they are committed to putting clients first and providing personalized investment strategies to address their individual needs and goals.
69 State St, Albany, NY 12207, United States -
Wilson Advisors, LLC
● ClosedWilson Advisors, LLC is a professional finance institution located at 1764 U.S. 9 in New York, United States. Specializing in financial counseling services for senior corporate executives and high net worth individuals, Wilson Advisors, LLC is dedicated to understanding the unique goals, values, and risk tolerance of each client. Founded by Tim Wilson in 2007, the firm offers personalized services with complete transparency, charging a flat fee for all services. With over 25 years of experience, Tim Wilson and his team of financial counselors have the education, resources, and dedication to assist clients with all their financial planning needs. Clients praise Tim Wilson for his professionalism, comprehensive advice, and ethical business practices. Based in the Albany-Saratoga region of New York, Wilson Advisors, LLC serves clients across the United States.
1764 US-9 #1318, Clifton Park, NY 12065, United States -
BSNB Clifton Park
● ClosedBSNB Clifton Park is a reliable banking institution located at 1714 U.S. 9 in New York, United States. Offering a range of financial services including ATM access, this institution is dedicated to providing convenient and secure banking solutions to its customers. With a focus on customer satisfaction and financial expertise, BSNB Clifton Park is a trusted partner for all your banking needs.
1714 US-9, Clifton Park, NY 12065, United States -
American National
● ClosedAmerican National is a reputable institution located at 344 Route 9W in Glenmont, New York, United States. This institution is known for its commitment to providing high-quality education and services to its students and community. With a focus on academic excellence and personal growth, American National offers a wide range of programs and resources to help students achieve their goals. Whether you are looking to further your education or enhance your career, American National is dedicated to helping you succeed. Visit us today to learn more about what we have to offer.
344 Rte 9W, Glenmont, NY 12077, United States -
Medicare Tailor
● ClosedMedicare Tailor is a health insurance agency located at 4 Normanskill Boulevard in Delmar, New York. Our dedicated team of professionals is committed to helping individuals navigate the complexities of Medicare and find the right coverage tailored to their specific needs. Whether you are approaching retirement age or looking to switch your current plan, we are here to provide guidance and support every step of the way. Trust Medicare Tailor to help you make informed decisions about your healthcare coverage.
4 Normanskill Blvd Suite 402, Delmar, NY 12054, United States -
OneDigital
● OpenOneDigital is a leading insurance agency located at 1819 5th Avenue in Troy, New York. We specialize in providing a wide range of insurance solutions for individuals and businesses, including health, life, disability, and retirement plans. Our team of experienced professionals is dedicated to helping our clients find the right coverage to meet their unique needs. With a focus on personalized service and innovative solutions, OneDigital is committed to delivering peace of mind and financial security to our clients. Contact us today to learn more about how we can help protect what matters most to you.
1819 5th Ave, Troy, NY 12180, United States
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