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TOP 30 Retirement income in New York, NY
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Convergent Wealth Advisors
Convergent Wealth Advisors is a leading financial institution located at 67 Monroe Avenue in Pittsford, New York. Specializing in wealth management and financial planning, Convergent Wealth Advisors offers a range of services to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, our team of experienced advisors is dedicated to providing personalized solutions tailored to your unique needs. Visit us today to learn more about how Convergent Wealth Advisors can help you secure a prosperous financial future.
Morgan Stanley
Morgan Stanley is a renowned finance institution located at 300 Linden Oaks in Rochester, New York, United States. With a strong presence in the financial industry, Morgan Stanley offers a wide range of services including investment banking, wealth management, and asset management. The institution is known for its expertise in providing tailored financial solutions to individuals, corporations, and institutions worldwide. With a commitment to excellence and innovation, Morgan Stanley continues to be a leading force in the finance industry.
Merrill Lynch Financial Advisor Thomas M McAuley
Merrill Lynch Financial Advisor Thomas M McAuley is a finance institution located at 1241 Pittsford Victor Road, Pittsford, New York, United States. Our team specializes in working with individuals and families who are preparing for or entering into retirement. We are committed to our clients' best interests and have a reputation for maintaining a consistent approach to wealth management. By developing a deep understanding of our clients' long-term retirement goals, we help ensure that income lasts in retirement, cover potential health care costs, and preserve wealth. We believe that successful wealth management outcomes are primarily determined by Investor Behavior. Therefore, we employ a Disciplined Allocation strategy to provide a methodical approach to asset management while guiding the emotions intrinsic to the investment process. Our focus is on helping clients navigate the extremes of Fear and Fear of Missing Out to close the gap between investment returns and the historically lower returns earned by investors. We emphasize that successful investment outcomes are not based on predicting future events, but on executing a proper response to market events guided by a disciplined investment process.
Deborah Christopher - Financial Advisor, Ameriprise Financial Services, LLC
Deborah Christopher is a financial advisor at Ameriprise Financial Services, LLC, located at 4 Atrium Drive in Albany, New York, United States. With a focus on your individual goals and risk tolerance, Deborah provides investment, asset allocation, and portfolio recommendations to help you achieve your financial goals, whether it's retirement, education, or a major purchase. Regular meetings are held to review and analyze your progress, update your approach as needed, and track your progress towards your goals. Through Ameriprise's online platform, you can access your investments and accounts from any device securely. Deborah also offers solutions for insurance needs such as health, life, disability, income, and long-term care insurance to protect yourself and your loved ones from unexpected events.
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.
Scott Miller - Private Wealth Advisor, Ameriprise Financial Services, LLC
Scott Miller - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 4 Atrium Drive, Albany, New York, United States, is a finance institution offering a range of services to meet the diverse needs of individuals seeking wealth management and financial planning solutions. Scott Miller holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, demonstrating his expertise in asset management, estate planning, retirement planning, and investment strategies. With a focus on ethical practices and comprehensive knowledge in various financial areas, Scott Miller is dedicated to providing tailored financial solutions to clients, including small business owners, retirees, high net worth individuals, and those planning for retirement. Whether you are seeking advice on investments, insurance products, estate planning, or retirement income strategies, Scott Miller is equipped with the expertise and qualifications to guide you through the complexities of financial planning.
Tennant Financial - Northwestern Mutual
Tennant Financial - Northwestern Mutual is a reputable finance and insurance agency located at 4 Rosell Drive in Ballston Lake, New York, United States. With a strong commitment to helping clients achieve financial security and peace of mind, the institution offers a wide range of services including investment planning, retirement planning, life insurance, disability income insurance, and long-term care insurance. Their team of experienced professionals is dedicated to providing personalized solutions tailored to meet the unique needs and goals of each client. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Tennant Financial - Northwestern Mutual is here to help you every step of the way.
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 Erick L Richardson
Merrill Lynch Financial Advisor Erick L Richardson, located at 449 New York 146, New York, United States, offers access to a wide range of investment solutions from Merrill and banking products from Bank of America. Get timely insights on market trends and global economy to help you make informed decisions. The SiRiCa Group, led by Todd Silaika, CFP®, CPWA® CAIA, specializes in helping clients redefine retirement and use their wealth to support new endeavors. The team focuses on retirement wealth strategies, offering expertise in corporate benefit plans and retirement income tax laws. With a risk-based investment philosophy, the team aims to generate reliable income and help clients make their wealth last. By creating strategic allocation of investment assets and selecting appropriate investments, they assist clients in pre-retirement planning, tax minimization strategies, and wealth transfer. Utilizing Merrill's advanced technology and Bank of America's banking convenience, clients have access to a wide range of products and services. The team emphasizes sustainable cash flow over chasing indexes or markets, using fixed-income securities, bond ladders, stocks, and alternative investments to build portfolios. With relationships across Merrill Lynch Wealth Management, clients receive tailored support from specialists to meet their individual needs. By connecting life and finances, Merrill advisors help clients make informed decisions as they pursue their financial goals. Investing involves risk, and clients should consult legal and tax advisors before making financial decisions. Merrill offers a broad range of brokerage, investment advisory, and other services to help clients build a secure financial future.
Ronald Kelly - TIAA Wealth Management Advisor
Ronald Kelly - TIAA Wealth Management Advisor is a finance institution located at 250 South Clinton Street in Syracuse, New York, United States. As a trusted advisor, Ronald Kelly offers personalized wealth management services to help clients achieve their financial goals. With a focus on providing expert guidance and tailored solutions, Ronald Kelly helps individuals and families navigate the complexities of investing, retirement planning, and wealth preservation. Whether you are looking to grow your assets, protect your wealth, or plan for the future, Ronald Kelly is dedicated to helping you secure a strong financial foundation.
716 Tax Prep, LLC
716 Tax Prep, LLC is a finance institution located at 4390 Quinby Drive, Hamburg, New York, United States. They specialize in tax preparation services and offer assistance in claiming dependents, including qualifying children/relatives or individuals who live with you and rely on your support. They also provide guidance on claiming parents who do not live with you but are financially dependent on you. The institution helps clients understand the impact of claiming dependents on their tax returns, as well as the potential credits and deductions they may be eligible for, such as the child tax credit, education credits, and earned income credit. They also offer services for viewing and printing 1099-G Unemployment Statements for tax preparation purposes.
Amherst Glen Senior Apartments
Amherst Glen Senior Apartments, also known as Silvertree Seniors of Amherst, is an independent living retirement community for seniors over the age of 62 located in Amherst, New York. Our community is affordable, secure, and welcoming, with rent based on income to allow residents to live comfortably within their financial means. The affordable rent includes amenities such as Wi-Fi, satellite T.V., and heat. Our property consists of three apartment buildings, each housing fifty units, surrounded by beautiful foliage and landscaped grounds for a peaceful atmosphere. All 150 apartments offer the same floor plan and amenities, with one bedroom apartments measuring 520 square feet - the perfect size for comfortable retirement living.
Amherst Senior Apartments
Amherst Senior Apartments, located at 467 John James Audubon Parkway in Amherst, New York, is a retirement community for seniors over the age of 62. As part of Silvertree Seniors of Amherst, our goal is to provide affordable, secure, and welcoming housing for our residents. Rent is based on income and includes amenities such as Wi-Fi, satellite T.V., and heat. Our three apartment buildings each house fifty units, surrounded by beautiful landscaping for a peaceful atmosphere. All 150 apartments have the same floor plan and amenities, with one bedroom apartments at 520 square feet. Residents can enjoy activities and events in the community room, as well as relax on the patio with a friend. Our on-site staff is available 24 hours a day for maintenance and assistance.
Daniel Gilmartin Senior Apartments
Daniel Gilmartin Senior Apartments is an independent living retirement community for seniors over the age of 62, located just outside of Queens in New York, United States. Our goal is to provide affordable, safe, and comfortable living environments for our residents, with rent based on income. With a spacious grass lawn in the front and a path leading to Loius Simeone Park in the back, our apartment complex offers a peaceful retreat in the midst of a bustling city. We offer three floor plans to choose from, including Efficiency apartments, and one or two bedroom homes. Residents can enjoy the community garden, two community rooms, and the professional on-site staff available 24 hours a day. Daniel Gilmartin Apartments is managed by Silver Tree Residential, LLC, which focuses on acquiring, rehabilitating, and preserving affordable housing communities originally developed under HUD programs.
National Tax & Financial Services
National Tax & Financial Services is a leading institution in the field of accounting and finance, located in New York, United States. With a team of experienced professionals, we provide expert tax preparation, financial planning, and consulting services to individuals and businesses. Our goal is to help our clients navigate the complex world of taxes and finances, ensuring compliance with regulations and maximizing their financial success. Whether you need assistance with tax filing, investment strategies, or retirement planning, National Tax & Financial Services is here to help you achieve your financial goals.
Progressive Planning Inc
Progressive Planning Inc is a leading accounting and finance institution located at 500 North Broadway in Jericho, New York, United States. Our team of experienced professionals are dedicated to providing comprehensive financial planning services to individuals and businesses. From tax preparation to investment strategies, we offer personalized solutions to help our clients achieve their financial goals. Trust Progressive Planning Inc for expert advice and guidance in all your accounting and finance needs.
Moskowitz & Simons
Moskowitz & Simons is an accounting and finance institution located at 88 C Atlantic Avenue in Lynbrook, New York, United States. We aim to help you understand the opportunities and potential rewards of taking a proactive approach to your personal financial situation. Our website offers valuable information on insurance, investing, retirement, estate planning, and wealth preservation. We provide access to calculators, videos, and instructions for downloading VENMO and PAYPAL 1099-K. Security-related transactions are managed by Halliday Financial, LLC. Please note that past performance may not indicate future results, and different types of investments involve varying degrees of risk. We recommend working with skilled professionals to pursue your financial goals. Income tax and accounting services are provided independently by KPStein CFP® Inc, DBA Moskowitz and Simons. Be sure to check the background of our investment professionals for your peace of mind.
Luxury Mortgage Corp.
Luxury Mortgage Corp. is a finance institution located at 399 Knollwood Road, White Plains, New York, United States. We specialize in helping you find the right solution for your mortgage needs. Our Mortgage Loan Originators are dedicated to assisting you in weighing your options so you can make an informed decision. We offer a variety of low and no money down home loan options for first time buyers, including FHA, VA, USDA, HomeReady, and Home Possible. Our Bank Statement, 1099 Only, and Asset Qualifier loan programs are designed specifically to meet the needs of the self-employed. We also provide traditional conventional loans and Full Documentation programs for those who may not fit perfectly within agency underwriting guidelines.
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