TOP 30 Retirement readiness in New York, New York
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Bartal Law Life & Legacy Planning
● ClosedWelcome to Bartal Law Life & Legacy Planning Located at 61-43 186th Street, Queens, New York 11365, Bartal Law Life & Legacy Planning is your trusted partner in safeguarding your family's future and preserving your legacy. Led by Daphne Bartal, an experienced Wills & Trusts Attorney, our boutique, women-owned law firm specializes in personalized estate planning services, ensuring your assets and wishes are protected for generations to come.
61-43 186th Street, Queens, New York 11365, United States -
Trick9 Fitness
● OpenWelcome to Trick9 Fitness, your ultimate destination for personalized health and fitness training in New York! Conveniently located at 615 Englewood Avenue, New York, 14223, Trick9 Fitness specializes in providing a unique and tailored approach to personal training that caters to individuals who might not see themselves as your average "gym person." At Trick9 Fitness, we understand that embarking on a fitness journey can be daunting, whether you're a complete beginner or looking to improve your current routine. That's why Patrick Morrissey, our highly experienced and personable trainer, is here to guide you every step of the way. Patrick specializes in working with clients from all backgrounds, including those with specific physical challenges or those recovering from injuries, ensuring that everyone receives the attention and care they deserve.
615 Englewood Avenue, New York 14223, United States -
Markhoff & Mittman, P.C.
● OpenWelcome to Markhoff & Mittman, P.C., a trusted legal ally for injured workers in Brooklyn, New York. Conveniently located at 300 Cadman Plaza West, our dedicated team of experienced attorneys is committed to helping you navigate the complex world of workers' compensation and personal injury law. Since opening our doors in 1933, we have been at the forefront of New York workers' compensation and disability law. We understand the challenges that injured workers face, from denied claims to insufficient compensation. Our mission is to ensure that you receive the benefits and support you deserve, whether through a workers' compensation claim, social security disability claim, or personal injury lawsuit.
300 Cadman Plaza West, Brooklyn, New York 11201, United States -
Goldstein & Bashner
● OpenWelcome to Goldstein & Bashner, your trusted personal injury lawyers located at 320 Carleton Avenue, Central Islip, New York. With a deep understanding of the profound impact that serious personal injuries can have on individuals and their families, we are dedicated to fighting for justice and accountability on your behalf. At Goldstein & Bashner, we specialize in personal injury law, a field that encompasses a wide range of negligence and harm scenarios. Our experienced Long Island personal injury attorneys are ready to step into the fray, assess your case, and build the strongest possible claim to secure the financial compensation you deserve. Whether you are dealing with medical bills, lost wages, or emotional suffering, our team is here to guide you through the legal process with expertise and compassion.
320 Carleton Avenue, Central Islip, New York 11722, United States -
Morgan Legal Group | Trusts & Estate Planning Southampton NY
● OpenMorgan Legal Group | Trusts & Estate Planning Southampton NY Welcome to Morgan Legal Group, your trusted partner in comprehensive estate planning and trusts services located at 33 Flying Point Road, Southampton, New York. As a specialized law firm, we are dedicated to addressing each client’s unique needs with personalized attention and expert guidance.
33 Flying Point Road, Southampton, New York 11968, United States -
Glouzgal Law PLLC
● ClosedWelcome to Glouzgal Law PLLC Located at 734 County Highway 33 in the picturesque village of Cooperstown, New York, Glouzgal Law PLLC is your trusted legal partner for estate planning and real estate matters in both Connecticut and New York. Our dedicated team of experienced attorneys is committed to providing personalized legal services that cater to your unique needs and goals.
734 County Highway 33, Cooperstown, New York 13326, United States -
Propel Electric Bikes
● ClosedWelcome to Propel Electric Bikes, your premier destination for top-quality eBikes located at 134 Flushing Avenue, Brooklyn, New York 11205, USA. As a leading bicycle store, we pride ourselves on offering an exceptional collection of electric bikes, parts, accessories, and tools curated to meet your diverse biking needs. At Propel, we go beyond the ordinary eBike shop experience. Our matchmakers are here to assist you in finding the perfect eBike that suits your lifestyle. Whether you're a city commuter, an adventure seeker, or someone looking to simplify daily errands, we have the right bike for you. Our commitment to quality ensures that every eBike meets our high standards before it reaches you.
134 Flushing Avenue, Brooklyn, New York 11205, United States -
FIRST NATIONAL BANK
● OpenWelcome to First National Bank, your trusted financial partner located in the heart of Marcellus, New York. Serving the 13108 community and beyond, we are committed to providing exceptional banking and financial services to meet the diverse needs of our valued customers. At First National Bank, we pride ourselves on our personalized approach, ensuring that each client receives the attention and solutions they deserve. Our comprehensive range of services includes personal and business banking, loans, mortgages, investment advice, and more, all designed to help you achieve your financial goals. Whether you are opening your first savings account, planning for retirement, or seeking a business loan, our experienced team is here to guide you every step of the way.
Marcellus, New York 13108, United States -
Joseph L Ferri - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenWelcome to Joseph L Ferri - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 184 Front Street, Owego, New York 13827. At our practice, we are committed to providing personalized financial advice and solutions tailored to meet the unique needs of our clients. With a robust suite of certifications and designations, our expertise spans a wide range of financial disciplines. Our team holds advanced certifications such as the Accredited Asset Management Specialist™ (AAMS™), Accredited Domestic Partnership Advisor™ (ADPA™), Accredited Estate Planner® (AEP®), and many more. These credentials reflect our dedication to maintaining the highest standards of ethics and professionalism, ensuring that our clients receive knowledgeable and trustworthy guidance.
184 Front Street, Owego, New York 13827, United States -
Paul J Miosi - Financial Advisor, Ameriprise Financial Services, LLC
● OpenWelcome to Paul J Miosi - Financial Advisor, Ameriprise Financial Services, LLC Located at 184 Front Street, Owego, New York, Paul J Miosi offers expert financial advisory services tailored to meet the diverse needs of individuals, retirees, small business owners, and families. Our commitment to excellence is backed by a robust portfolio of certifications and designations, ensuring our clients receive top-tier financial guidance.
184 Front Street, Owego, New York 13827, United States -
John Naprawa - Financial Advisor, Ameriprise Financial Services, LLC
● OpenWelcome to John Naprawa - Financial Advisor, Ameriprise Financial Services, LLC, your trusted partner in financial planning and asset management located conveniently at 7672 Oswego Road, New York 13090, United States. At our firm, we understand that each client's financial journey is unique, and we are committed to providing personalized financial advice to help you achieve your goals. Our team is equipped with a wide array of certifications and expertise to address diverse financial needs. With the Accredited Asset Management Specialist (AAMS™) certification, we adhere to a code of ethics and apply investment concepts to real-world asset management scenarios, covering topics such as asset allocation, investment strategies, and estate planning. Additionally, our Accredited Domestic Partnership Advisor (ADPA™) designation ensures we are well-versed in wealth transfers, federal taxation, and planning for domestic partners.
7672 Oswego Road, New York 13090, United States -
James Frash - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenWelcome to James Frash - Private Wealth Advisor, Ameriprise Financial Services, LLC, your trusted partner in navigating the complex world of personal finance. Located at 7672 Oswego Road, New York 13090, our firm is dedicated to providing comprehensive financial planning and advisory services tailored to meet the unique needs of each client. At James Frash, we pride ourselves on our extensive knowledge and expertise in the financial industry, underscored by a suite of prestigious certifications and designations. Our commitment to excellence is reflected in the diverse range of qualifications held by our team, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, each representing a high standard of proficiency in various aspects of wealth management, estate planning, investment strategies, and fiduciary practices.
7672 Oswego Road, New York 13090, United States -
Kimberly H Cawley - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedWelcome to Kimberly H Cawley - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 127 North Main Street, Cortland, New York. We are dedicated to providing personalized financial services to help you achieve your financial goals with confidence. As a trusted advisor, Kimberly H Cawley brings a wealth of knowledge and expertise, supported by numerous prestigious certifications that underscore a commitment to excellence in financial planning. Kimberly holds the AAMS™ certification, which ensures adherence to a code of ethics and a comprehensive understanding of asset management tailored to individual needs. With a focus on real-world applications, Kimberly is qualified to guide you through asset allocation, investment strategies, estate planning, and more.
127 North Main Street, Cortland, New York 13045, United States -
Robert Buisch - Associate Financial Advisor, Ameriprise Financial Services, LLC
● OpenWelcome to Robert Buisch - Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 127 North Main Street, Cortland, New York. We specialize in providing personalized financial advice to help you achieve your life goals, whether they include retirement planning, education funding, or purchasing a second home. At our practice, we prioritize what's most important to you. We offer tailored investment, asset allocation, and portfolio recommendations based on your individual goals and risk tolerance. Our approach involves documenting your objectives, regularly reviewing your progress, and adjusting your strategy as life evolves. With secure access to your accounts from any device, you can track your progress and communicate with us easily.
127 North Main Street, Cortland, New York 13045, United States -
Tracy Buisch - Associate Financial Advisor, Ameriprise Financial Services, LLC
● ClosedWelcome to Tracy Buisch - Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 127 North Main Street, Cortland, New York. Our mission is to help you achieve your financial goals, whether they involve retirement planning, education funding, or purchasing a second home. At Ameriprise, we start by focusing on what matters most to you. Our personalized approach includes investment, asset allocation, and portfolio recommendations tailored to your unique goals and risk tolerance. We’ll work together to document your objectives, regularly review your progress, and adjust your strategy as life evolves. With secure access from any device, you can track your investments and progress at any time.
127 North Main Street, Cortland, New York 13045, United States -
Robert E Bittner - Financial Advisor, Ameriprise Financial Services, LLC
● OpenWelcome to Robert E Bittner - Financial Advisor, Ameriprise Financial Services, LLC, located at 25 Clinton Avenue, Cortland, New York. We specialize in providing personalized financial advice tailored to your unique goals and risk tolerance. Whether you're planning for retirement, saving for education, or considering a major purchase like a second home, we're here to guide you every step of the way. Our approach begins with understanding what's most important to you. We offer investment, asset allocation, and portfolio recommendations designed to align with your objectives. Through regular meetings, we review and analyze your progress, updating your strategy as life evolves to ensure you stay on track.
25 Clinton Avenue, Cortland, New York 13045, United States -
John Baringer - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedWelcome to John Baringer - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 25 Clinton Avenue, Cortland, New York 13045. As a dedicated financial professional, John Baringer offers personalized wealth management services tailored to meet the unique needs of each client. With a robust array of certifications and designations, John is exceptionally qualified to guide you through the complexities of financial planning and investment management. Our services encompass a wide range of financial solutions, including asset allocation, investment strategies, estate planning, and retirement planning. John is an Accredited Asset Management Specialist™ (AAMS™), ensuring adherence to a stringent code of ethics and expertise in applying investment concepts to real-world situations. Additionally, John holds the Accredited Domestic Partnership Advisor™ (ADPA™) designation, enabling him to address the financial needs of domestic partners with precision and care.
25 Clinton Avenue, Cortland, New York 13045, United States -
Alfred Saracene - Financial Advisor, Ameriprise Financial Services, LLC
● OpenWelcome to Alfred Saracene - Financial Advisor, Ameriprise Financial Services, LLC, your trusted partner for comprehensive financial guidance. Conveniently located at 8 Kennedy Parkway, Cortland, New York, we specialize in providing personalized financial strategies tailored to meet the unique needs of our clients. Our expertise spans a wide range of financial planning and advisory services. Alfred Saracene holds multiple prestigious certifications, including the Accredited Asset Management Specialist™ (AAMS™), Accredited Domestic Partnership Advisor™ (ADPA™), and Accredited Investment Fiduciary® (AIF®), among others. These credentials signify a commitment to ethical practices and a deep understanding of complex financial concepts, ensuring that our clients receive the highest standard of service.
8 Kennedy Parkway, Cortland, New York 13045, United States -
Shawn Parsons, Bankers Life Agent
● OpenWelcome to Shawn Parsons, Bankers Life Agent, your trusted insurance partner located at 231 Salina Meadows Parkway, Syracuse, New York. As a dedicated Field Manager and Insurance Agent, Shawn Parsons is committed to providing personalized insurance solutions tailored to meet your needs. Our agency offers a comprehensive range of insurance products from esteemed providers such as Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Navigating Medicare can be overwhelming, but we're here to help. Shawn Parsons specializes in comparing Medicare Advantage plans to ensure you find the right coverage. Medicare Advantage (Part C) serves as an all-in-one alternative to Original Medicare Parts A and B, offering similar benefits with the added option of prescription drug coverage (Part D). These plans often include an annual maximum out-of-pocket limit, with some plans featuring premiums as low as $0 per month.
231 Salina Meadows Parkway, Syracuse, New York 13212, United States -
John Carbone, Bankers Life Agent
● OpenWelcome to John Carbone, Bankers Life Agent, your trusted insurance agency located at 231 Salina Meadows Parkway, Syracuse, New York. We are committed to providing you with a comprehensive range of insurance solutions tailored to meet your individual needs. Our experienced agents offer a wide array of products from renowned companies such as Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Navigating the world of Medicare can be overwhelming, but we're here to help. We specialize in comparing Medicare Advantage plans to ensure you find the right coverage that suits your lifestyle. Medicare Advantage (Part C) serves as an all-in-one alternative to Original Medicare Parts A and B, offering similar coverage with the added benefit of prescription drug coverage (Part D). These plans also feature an annual maximum out-of-pocket limit, with some plans offering premiums as low as $0 per month.
231 Salina Meadows Parkway, Syracuse, New York 13212, United States -
Jeffrey Watson - TIAA Wealth Management Advisor
● OpenWelcome to Jeffrey Watson - TIAA Wealth Management Advisor, your trusted partner in financial planning and wealth management. Conveniently located at 250 South Clinton Street, Syracuse, New York, we are dedicated to helping you achieve your financial goals with personalized and comprehensive solutions. At Jeffrey Watson - TIAA Wealth Management Advisor, we understand that every client has unique financial needs and aspirations. Our mission is to provide expert guidance and tailored strategies to help you navigate the complexities of wealth management. Whether you're planning for retirement, saving for a child's education, or looking to grow and protect your assets, we are here to support you every step of the way.
250 South Clinton Street, Syracuse, New York 13202, United States -
Alexander Paschall, Bankers Life Agent
● ClosedWelcome to Alexander Paschall, Bankers Life Agent, your trusted partner in financial and insurance solutions located at 231 Salina Meadows Parkway, Syracuse, New York. Our agency is dedicated to providing a comprehensive suite of insurance options tailored to meet your unique needs. We proudly offer core products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Navigating the world of Medicare can be overwhelming, but we're here to help. Our knowledgeable agents can assist you in comparing Medicare Advantage plans, ensuring you find the right coverage that suits your lifestyle and healthcare needs.
231 Salina Meadows Parkway, Syracuse, New York 13212, United States -
Ryan Cummings, Bankers Life Agent
● OpenWelcome to Ryan Cummings, Bankers Life Agent, your trusted insurance agency located at 231 Salina Meadows Parkway, Syracuse, New York. Our dedicated team is here to provide you with a comprehensive suite of insurance options tailored to meet your needs. We proudly offer core products from Bankers Life and Casualty Company and Colonial Penn Life Insurance Company, alongside a wide range of options from our esteemed partner carriers, including Aetna, Anthem, Humana, UnitedHealthcare®, and Wellcare. Navigating Medicare can be complex, but our experienced agents are here to help you compare Medicare Advantage plans to find the perfect coverage for you. As life expectancies increase and healthcare expenses rise, planning for long-term care is essential. We're here to guide you in preparing for your future and discussing your options with loved ones.
231 Salina Meadows Parkway, Syracuse, New York 13212, United States -
Ryan Sondak - Financial Advisor, Ameriprise Financial Services, LLC
● OpenWelcome to Ryan Sondak - Financial Advisor, Ameriprise Financial Services, LLC, located at 1550 Vestal Parkway East, Vestal, New York. We are dedicated to providing expert financial guidance tailored to meet the unique needs of each client. Our comprehensive services encompass a broad spectrum of financial planning and wealth management strategies, ensuring that you receive personalized advice to achieve your financial goals. At Ryan Sondak - Financial Advisor, we pride ourselves on our extensive qualifications and commitment to ethical practices. Our team holds a variety of prestigious certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more. These designations reflect our expertise in areas such as asset management, estate planning, investment strategies, retirement planning, and fiduciary practices, among others.
1550 Vestal Parkway East, Vestal, New York 13850, United States -
Jonathon L Myers - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenWelcome to Jonathon L Myers - Private Wealth Advisor, Ameriprise Financial Services, LLC Located at 1550 Vestal Parkway East in Vestal, New York, Jonathon L Myers offers expert financial advisory services tailored to meet the diverse needs of individuals and businesses. As a seasoned Private Wealth Advisor with Ameriprise Financial Services, LLC, Jonathon holds multiple prestigious certifications that underscore his commitment to providing comprehensive financial solutions.
1550 Vestal Parkway East, Vestal, New York 13850, United States -
Holley Cragg - Financial Advisor, Ameriprise Financial Services, LLC
● OpenWelcome to Holley Cragg - Financial Advisor, Ameriprise Financial Services, LLC, where we are committed to helping you achieve your financial goals. Located at 5700 Commons Park, East Syracuse, New York, our firm offers personalized financial planning services tailored to meet your unique needs. At Holley Cragg, we understand that each individual's financial journey is distinct. That's why we encourage you to review our advisors' backgrounds, credentials, and areas of expertise to find the approach that aligns best with your objectives. Whether you're planning for retirement, managing investments, or navigating complex financial situations, we are here to guide you every step of the way.
5700 Commons Park, East Syracuse, New York 13057, United States -
Jessica Maureen Champion - Ameriprise Financial Services, LLC
● OpenWelcome to Jessica Maureen Champion - Ameriprise Financial Services, LLC, your trusted partner in financial planning and wealth management located in East Syracuse, New York. At our office, we understand that every client has unique financial goals and aspirations. That's why we offer personalized financial advice tailored to meet your individual needs. Our team of Ameriprise advisors brings a wealth of experience and knowledge across various financial disciplines. We encourage you to explore our advisors' backgrounds, credentials, and areas of expertise to find the approach that aligns best with your financial objectives. Whether you're planning for retirement, managing investments, or preparing for life's unexpected events, our advisors are here to guide you every step of the way.
5750 Commons Park, East Syracuse, New York 13057, United States -
Paul Coir - Financial Advisor, Ameriprise Financial Services, LLC
● OpenWelcome to Paul Coir - Financial Advisor, Ameriprise Financial Services, LLC, your trusted partner in financial planning and wealth management, conveniently located at 5750 Commons Park, East Syracuse, New York 13057, United States. Our mission is to provide personalized and comprehensive financial advice tailored to your unique needs and goals. Paul Coir is a distinguished financial advisor equipped with a broad array of certifications and expertise to guide you through every aspect of financial planning. With credentials such as the AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, Paul is committed to upholding the highest standards of ethics and professionalism in the industry.
5750 Commons Park, East Syracuse, New York 13057, United States -
Anthony Surber - RBC Wealth Management Financial Advisor
● ClosedWelcome to Anthony Surber - RBC Wealth Management Financial Advisor, your trusted partner in financial planning and wealth management, located at 19485 U.S. 11, Watertown, New York. Our dedicated team is here to help you navigate the complexities of financial planning, ensuring your money works for you to achieve your life goals. At Anthony Surber - RBC Wealth Management, we understand that planning for health care expenses in retirement is crucial. We offer resources like "Taking Control of Health Care in Retirement" to guide you in preparing for a long, happy, and healthy retirement. Additionally, in an age where data breaches are increasingly common, we provide valuable insights to help safeguard your personal and financial information.
19485 U.S. 11, Watertown, New York 13601, United States -
Mike Keys - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenWelcome to Mike Keys - Private Wealth Advisor, Ameriprise Financial Services, LLC Located at 215 Washington Street, Watertown, New York, Mike Keys is your dedicated partner in navigating the complex world of financial planning and wealth management. As a seasoned Private Wealth Advisor with Ameriprise Financial Services, LLC, Mike brings a wealth of knowledge and a comprehensive suite of services to meet your financial needs.
215 Washington Street, Watertown, New York 13601, United States
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