TOP 10 Retirement planning agents in New York

State Farm Insurance, located at 1820 Middle Country Road in Centereach, New York, is an insurance agency that values your privacy. They may collect personal information for business, marketing, and commercial purposes, such as identifying information, transactional information, digital network activity, and more. With the State Farm Personal Price Plan, you can save money by bundling auto insurance with other policies. Their 19,000 insurance agents are ready to help you start bundling and personalize your insurance to get the protection you need. The State Farm Mobile App offers convenient features like Face ID and fingerprint recognition, allowing you to stay connected with your agent virtually. They are also hiring for corporate teams and independent contractor agents. State Farm offers a wide range of products to meet your ever-changing needs, including third-party-provided products for banking, mutual funds, annuities, and retirement planning. Teen driving resources and guidance on choosing car insurance deductibles and coverages are also available. Prices and coverage options may vary by state, and neither State Farm nor its agents provide tax or legal advice.

Access 2 Lower Cost Insurance Services LLC is a reputable insurance agency located at 549 East 26th Street in New York, United States. Our dedicated team of professionals is committed to providing affordable insurance options to meet the needs of our clients. Whether you are looking for auto, home, health, or life insurance, we have a wide range of policies to choose from. With a focus on customer satisfaction and competitive pricing, Access 2 Lower Cost Insurance Services LLC is your go-to destination for all your insurance needs. Contact us today to learn more about our services and how we can help you find the perfect insurance plan.

Howard Hanna Watertown is a premier institution located at 642 Coffeen Street in Watertown, New York. As a full-service finance, insurance, and real estate agency, we are dedicated to providing top-notch services to our clients. Whether you are looking to buy or sell a property, secure insurance coverage, or manage your finances, our team of experienced professionals is here to help. With a commitment to excellence and customer satisfaction, Howard Hanna Watertown is the go-to institution for all your financial, insurance, and real estate needs in the United States.

Richard Michael Rienhardt: Primerica - Financial Services is a reputable finance and insurance agency located at 6707 Brooklawn Parkway in Syracuse, New York, United States. With a focus on providing top-notch financial services, they offer a range of products and solutions to help clients achieve their financial goals. Whether you are looking for insurance coverage or investment opportunities, the experienced team at Richard Michael Rienhardt: Primerica - Financial Services is dedicated to providing personalized and professional assistance to meet your needs. Trustworthy and reliable, this institution is committed to helping clients secure their financial future.

Richard Bramley - Prudential Financial is a trusted finance and insurance agency located at 600 French Road in New Hartford, New York, United States. With a commitment to providing personalized financial solutions and expert insurance advice, our team of professionals is dedicated to helping clients achieve their financial goals and protect their assets. Whether you are looking for retirement planning, investment advice, or insurance coverage, Richard Bramley - Prudential Financial is here to help you navigate the complexities of the financial world with confidence and peace of mind. Contact us today to learn more about our services and how we can support your financial future.

Peter F Haag is a Financial Advisor at Ameriprise Financial Services, LLC located at 17 Limestone Drive, Williamsville, New York, United States. As an Ameriprise Platinum Financial Services® Advisor, Peter F Haag is committed to helping clients achieve their financial goals and preserve their assets. Ameriprise Financial was recognized as one of Investor’s Business Daily’s Most Trusted Wealth Managers in 2022. With a focus on providing personalized solutions, Peter F Haag offers services such as financial planning, investment advisory products, and insurance solutions to suit individual needs. Clients can schedule a complimentary initial consultation to discuss their financial goals and receive an overview of financial planning concepts.

Primerica is a finance institution located at 502 Court Street in Utica, New York, United States. Offering a range of financial services including insurance, investments, and financial planning, Primerica is dedicated to helping individuals and families achieve financial security and independence. With a team of knowledgeable and experienced professionals, Primerica provides personalized financial solutions to meet the unique needs and goals of each client. Whether you are looking to protect your assets, grow your wealth, or plan for the future, Primerica is committed to helping you make informed decisions and secure a stable financial future.

Anderson Shortell, Inc. is a general contractor and plumber located at 2105 Hastings Road in Olean, New York, United States. Specializing in plumbing, heating, air conditioning, and refrigeration services, Anderson Shortell is your one-stop shop for all your HVAC needs. With a large inventory of parts available on our showroom floor, we are able to quickly and efficiently address any issues that may arise with your heating or cooling systems. Our team of trained and certified technicians is equipped to handle inspections and repairs for heaters that may be damaged or in need of maintenance. We understand the urgency of resolving heating problems, which is why we strive to provide prompt and reliable service to our customers. Anderson Shortell, Inc. is licensed, insured, and bonded, making us a trusted choice for all your mechanical and plumbing needs. Contact us today for quality service you can rely on.

Markus Strauss - Thrivent is a finance institution located at 21 Goodway Drive in Rochester, New York, United States. Licensing for our services is available through your State Insurance Department's website, which can be found on the National Association of Insurance Commissioners website. Please note that Thrivent and its financial professionals do not provide legal, accounting, or tax advice. It is recommended to consult with your attorney or tax professional for these matters.

JAMES P. NORRIS, CFP, EA is a reputable accounting and finance institution located at 1530 Dewey Avenue in Rochester, New York, United States. With a team of certified financial planners and enrolled agents, they offer expert advice and services to help individuals and businesses manage their finances effectively. Whether you need help with tax planning, investment strategies, or retirement planning, JAMES P. NORRIS, CFP, EA is dedicated to providing personalized solutions to meet your financial goals.

Alexander Morphet - Thrivent is a finance institution located at 312 Titusville Road in Poughkeepsie, New York, United States. Licensing can be obtained through the State Insurance Department's website, which can be found on the National Association of Insurance Commissioners website. The institution and its financial professionals do not offer legal, accounting, or tax advice, so it is recommended to consult with an attorney or tax professional for such matters. Thrivent offers advice and guidance through its Financial Planning Framework, which involves reviewing and analyzing a client's financial situation. Clients have the option to further their planning engagement with Thrivent through Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.

Gisell Rivera: Primerica - Financial Services is a reputable finance and insurance agency located at 570 Taxter Road in Elmsford, New York. With a focus on providing comprehensive financial services to clients, Gisell Rivera and her team offer a range of products including life insurance, investments, and retirement planning. Their knowledgeable staff is dedicated to helping individuals and families achieve their financial goals and secure their futures. Whether you are looking for insurance coverage or investment advice, Gisell Rivera: Primerica - Financial Services is committed to providing personalized solutions tailored to your specific needs.

Shlomo Bassalian, Financial Professional at New York Life, located in Great Neck, New York, offers holistic financial planning for affluent families and successful businesses. Their goal is to provide a straightforward and comprehensive perspective on your financial future, helping you identify uncertainties and concerns in a broader context to find the right solutions. Whether you need assistance with executive benefit plans, retirement planning, or organizing your entire financial picture, they are here to help. Salim Shlomo Bassalian is licensed to sell insurance through New York Life and offers securities products and services through NYLIFE Securities LLC. With a focus on bringing clarity and balance to your financial world, they aim to help you achieve your financial goals and live the life you've always wanted without the burden of financial worry.

Jeremy Isleman Financial Advisor is a trusted institution located at 102 Motor Parkway in Hauppauge, New York. As a finance, health, and insurance agency, we specialize in providing personalized financial planning and investment advice to help our clients achieve their financial goals. Our team of experienced advisors is dedicated to helping individuals and families make informed decisions about their finances, insurance needs, and overall well-being. Whether you are planning for retirement, saving for a child's education, or looking to protect your family with the right insurance coverage, Jeremy Isleman Financial Advisor is here to help. Contact us today to schedule a consultation and take the first step towards securing your financial future.

Sabrina Jenkins: Primerica - Financial Services is a finance and insurance agency located at 777 Coney Island Avenue in New York, United States. Our institution is dedicated to providing top-notch financial services to our clients, helping them achieve their financial goals and secure their future. With a team of experienced professionals, we offer a wide range of services including investment planning, retirement planning, insurance policies, and more. Contact us today to learn how we can help you manage your finances and build a secure financial future.

Wesley C Barrow: Primerica - Financial Services is a reputable finance and insurance agency located at 105-24 Cross Bay Boulevard in New York, United States. With a strong focus on providing comprehensive financial services, they offer a wide range of products and solutions to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or insurance coverage, their team of experienced professionals is dedicated to providing personalized guidance and support. Trust Wesley C Barrow: Primerica - Financial Services to help you secure your financial future.

A & F Insurance & Financial is a reputable finance institution located at 10706 Corona Avenue in New York, United States. Specializing in insurance and financial services, we provide a range of products and solutions to meet the needs of our clients. Our experienced team is dedicated to helping individuals and businesses achieve their financial goals and protect their assets. Whether you are looking for insurance coverage or investment advice, A & F Insurance & Financial is here to provide you with expert guidance and personalized service. Contact us today to learn more about how we can help you secure your financial future.

Ankur Chawla: Primerica - Financial Services is a finance and insurance agency located at 87-15 115th Street in New York, United States. Our institution specializes in providing a range of financial services to help individuals and families achieve their financial goals. From retirement planning to investment strategies, our team of experienced professionals is dedicated to helping clients secure their financial future. Contact us today to learn more about how we can assist you with your financial needs.

Magaly A Padilla: Primerica - Financial Services is a reputable finance and insurance agency located at 251-73 Jericho Turnpike in New York, United States. With a focus on providing top-notch financial services, they offer a range of products and solutions to help individuals and families secure their financial future. Whether you are looking for investment advice, retirement planning, or insurance coverage, Magaly A Padilla and her team are dedicated to helping clients achieve their financial goals. Trustworthy and experienced, they are committed to providing personalized service and expert guidance to ensure their clients' financial well-being.

Merrill Lynch Financial Advisor Shannon Zeigler, located at 1325 Franklin Avenue, Garden City, New York, is a finance institution with a unique background. Shannon began his career as a Secret Service Special Agent with the United States Treasury Department, conducting financial fraud investigations. With a passion for financial analysis and experience working alongside former U.S. Treasury Secretaries, Shannon brings a wealth of knowledge to his role at Merrill Lynch. He helps clients simplify financial complexity by designing investment strategies, minimizing tax liabilities, and providing sound financial advice. Shannon believes in building honest and enduring relationships with his clients, focusing on trust and integrity. He helps individuals, executives, and business owners plan for retirement, finance educational goals, and preserve wealth for future generations. With a background in law and experience in retail banking, Shannon is well-equipped to guide clients through each phase of their financial lives.

Lance Gordon - Prudential Financial is a finance and insurance agency located at 548 Cherry Lane in Floral Park, New York, United States. With a focus on providing comprehensive financial services and insurance solutions, our experienced team is dedicated to helping clients achieve their financial goals and protect their assets. From retirement planning to life insurance, we offer a wide range of products and services to meet the unique needs of individuals and families. Trust Lance Gordon - Prudential Financial to provide expert guidance and personalized solutions for your financial future.

Louis Margro, Financial Services Professional at Summit Wealth Solutions & Insurance Services, located at 100 Jericho Quadrangle in Jericho, New York, offers a full range of financial services to help clients align their money with what matters most in life. Specializing in life insurance, Louis Margro aims to help clients leave a legacy of love and financial security for their loved ones. As a licensed agent with New York Life Insurance Company and various other independent insurance companies, Louis Margro is dedicated to serving professional advisors and assisting clients in achieving their financial goals. Additionally, as a Registered Representative of NYLIFE Securities LLC and an investment adviser representative with Eagle Strategies LLC, Louis Margro provides securities products, services, and advisory services to individuals in California, New Jersey, New York, Ohio, and Florida. With a focus on helping clients live the good life and make a positive impact, Louis Margro is committed to providing personalized financial solutions to meet the unique needs of each client.

Jenny Alexandra Escobar: Primerica - Financial Services is a finance and insurance agency located at 6800 Jericho Turnpike in Syosset, New York, United States. Our institution specializes in providing a wide range of financial services including investments, retirement planning, and insurance options. With a team of experienced professionals, we are dedicated to helping our clients achieve their financial goals and secure their future. Contact us today to learn more about how we can assist you in building a solid financial foundation.

Diego Furnari - Prudential Financial is a reputable finance and insurance agency located at 3366 Park Avenue in Wantagh, New York. With a strong commitment to providing top-notch financial services and insurance products, our dedicated team of professionals is here to help you achieve your financial goals and protect what matters most to you. Whether you are looking for retirement planning, investment advice, or insurance coverage, Diego Furnari - Prudential Financial is here to assist you every step of the way. Visit us today to learn more about how we can help secure your financial future.

Alex Zourides, CFP Inc. is a reputable accounting, finance, and insurance agency located in Deer Park, New York. Our experienced team of professionals is dedicated to providing personalized financial solutions to help our clients achieve their goals. Whether you need assistance with tax preparation, investment planning, or insurance coverage, we are here to help. Visit us at 2070 Deer Park Avenue to learn more about how we can assist you in securing your financial future.

Andrew Goodman - Prudential Financial is a reputable finance and insurance agency located at 1111 Broadhollow Road in Farmingdale, New York, United States. With a strong focus on providing excellent financial services and insurance products, the institution is dedicated to helping individuals and businesses achieve their financial goals and protect their assets. The team at Andrew Goodman - Prudential Financial is committed to delivering personalized solutions and outstanding customer service to all clients.

Northwestern Mutual Financial: Ayers James R is a finance institution located at 1162 Pittsford Victor Road in Pittsford, New York, United States. They offer a range of financial services, including investment planning, retirement planning, and insurance solutions. With a focus on helping clients achieve their financial goals, Northwestern Mutual Financial: Ayers James R provides personalized advice and guidance to help individuals and families secure their financial future. Their team of experienced financial professionals is dedicated to providing top-notch service and support to their clients.

Grant Mengel - Thrivent is a finance institution located at 3418 Carman Road, Schenectady, New York, United States. Licensing for services is available through the State Insurance Department's website, which can be found on the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not offer legal, accounting, or tax advice, so it is recommended to consult with your attorney or tax professional for such guidance. Thrivent provides advice and guidance through its Financial Planning Framework, which includes a thorough review and analysis of a client's financial situation. Clients have the option to further their planning engagement with Thrivent through its Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.

Joseph L Di Bella, President of The Di Bella Financial Group, LLC, located at 5 Washington Square in Albany, New York, is a finance institution dedicated to serving professional advisors. Since 1976, we have been helping individuals nationwide effectively manage, protect, and distribute wealth in alignment with their personal goals. Our team takes pride in educating clients on their financial options, empowering them to make informed decisions for themselves, their families, and their businesses. We provide practical education and personalized guidance to help clients better understand their financial situation and options. By tailoring our recommendations to each individual's unique needs and goals, we aim to help prepare them for a secure and rewarding future. Our team offers hands-on support throughout every phase of our clients' financial journey, assisting with custom strategies and staying by their side as their lives evolve.

Northwestern Mutual - Patrick Di Cerbo is a trusted finance and insurance agency located in Albany, New York. Our team is dedicated to helping clients achieve their financial goals and protect their future through personalized insurance solutions. Visit us at 1 Northwestern Blvd to learn more about our services and how we can assist you in securing your financial well-being.