TOP 30 Retirement readiness in New York, New York

210 results found

Welcome to Ameriprise Financial: Matarazzo Jr Arthur, your trusted partner in achieving financial success. Located at 1377 Motor Parkway, Islandia, New York, our firm is dedicated to providing personalized financial advice tailored to your unique needs and goals. At Ameriprise Financial, we understand that each client's financial journey is distinct. Our advisors possess a diverse range of expertise, allowing us to offer specialized services that align with your financial objectives. Whether you're planning for retirement, managing investments, or navigating complex financial situations, our team is equipped to guide you every step of the way.

Welcome to Russell Lee, Bankers Life Agent, your trusted insurance agency located at 1393 Veterans Memorial Highway, Hauppauge, New York 11788. We specialize in providing a comprehensive range of insurance solutions tailored to meet your needs. Our expert agents offer core products from renowned providers 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 are here to help. Our knowledgeable team can guide you through the various options, including Medicare Advantage (Part C), which serves as an all-in-one alternative to Original Medicare Parts A and B.

Welcome to Stephen Healey, your trusted Bankers Life Agent located in Hauppauge, New York. Situated at 1393 Veterans Memorial Highway, our insurance agency is dedicated to providing you with a comprehensive range of insurance solutions tailored to meet your unique needs. We proudly offer a wide array of core products from reputable companies like Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Our goal is to help you make informed decisions about your insurance coverage, ensuring peace of mind for you and your loved ones.

Welcome to Robert Gargiulo - Financial Advisor, Ameriprise Financial Services, LLC, your trusted partner in financial planning and asset management. Located at 175 South Wellwood Avenue, Lindenhurst, New York, our practice is dedicated to helping you achieve your financial goals with personalized strategies and expert guidance. Robert Gargiulo is a highly qualified financial advisor, holding numerous certifications that reflect a deep commitment to excellence and ethical standards in the finance industry. With credentials such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Robert is equipped to address a wide range of financial planning needs, from investment strategies and asset allocation to estate planning and risk management.

Welcome to Bob Sutton - Financial Advisor, Ameriprise Financial Services, LLC, located at 50 Station Road, Water Mill, New York 11976. Our firm is dedicated to providing expert financial guidance tailored to your unique needs. With a robust suite of qualifications, Bob Sutton is equipped to help you navigate the complexities of financial planning, investment strategies, and wealth management. Our advisor holds prestigious certifications, including the AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, each reflecting a deep commitment to ethical standards and comprehensive financial expertise. These designations cover a wide range of financial disciplines, from asset allocation and estate planning to retirement strategies and investment opportunities for retirees and small business owners.

Welcome to "Michael Laliberte - Financial Advisor, Ameriprise Financial Services, LLC," where we are dedicated to guiding you through the complexities of financial planning. Situated at 50 Station Road, Water Mill, New York, our firm is committed to providing personalized financial advice tailored to your unique needs and goals. Michael Laliberte, a seasoned financial advisor, brings a wealth of expertise and a wide array of professional designations that underscore his commitment to excellence and ethical practice in the field of finance. With certifications such as the Accredited Asset Management Specialist™ (AAMS™), Accredited Domestic Partnership Advisor™ (ADPA™), and Accredited Investment Fiduciary® (AIF®), Michael is equipped to address a diverse range of financial scenarios, from asset management and estate planning to retirement strategies and wealth transfers.

Welcome to Philip Andriola - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 50 Station Road, Water Mill, New York 11976. As a trusted partner in finance, we are dedicated to helping you achieve your financial goals with personalized strategies tailored to your unique needs. Our team is equipped with an array of prestigious certifications that demonstrate our commitment to excellence and ethical practices in financial advising. Our expertise spans a broad spectrum, including asset management, estate planning, retirement strategies, and investment opportunities tailored for retirees and small business owners. We are proud to hold advanced certifications such as the Accredited Asset Management Specialist™ (AAMS™), Accredited Domestic Partnership Advisor™ (ADPA™), and Accredited Investment Fiduciary® (AIF®), among others.

Welcome to Edgar Betancourt - Ameriprise Financial Services, LLC, your trusted partner in navigating the complexities of financial planning and investment management. Conveniently located at 1673 County Road 39 in Southampton, New York, we specialize in providing personalized financial advice tailored to meet your unique goals and aspirations. At Edgar Betancourt - Ameriprise Financial Services, LLC, we understand that each client has distinct financial needs and objectives. That's why we offer a comprehensive approach to financial planning, ensuring that your strategy aligns perfectly with your personal goals. Our advisors possess a wide array of professional certifications and designations, underscoring their commitment to excellence and expertise in areas such as asset management, estate planning, retirement solutions, and investment strategies.

Welcome to Rocco A Carriero - Private Wealth Advisor, Ameriprise Financial Services, LLC, where we are committed to providing exceptional financial advisory services tailored to your unique needs. Located at 1673 County Road 39, Southampton, New York, our team is dedicated to helping you achieve your financial goals with confidence and clarity. Our expertise is backed by a range of prestigious certifications, ensuring that we deliver the highest standard of financial planning and advice. Our advisor holds the AAMS™ (Accredited Asset Management Specialist™) certification, which emphasizes a strong ethical foundation and proficiency in asset management, investment strategies, estate planning, and more. We also offer specialized services for domestic partners, retirees, and small business owners, thanks to our ADPA™ (Accredited Domestic Partnership Advisor™) and AWMA℠ (Accredited Wealth Management Advisor℠) designations.

Welcome to George Kreuscher - Financial Advisor, Ameriprise Financial Services, LLC, located at 1673 County Road 39, Southampton, New York. We are your trusted partner in financial planning and investment management, dedicated to helping you achieve your financial goals with personalized strategies and expert advice. George Kreuscher brings a wealth of knowledge and expertise to the table, holding numerous prestigious certifications and designations that highlight his commitment to excellence and professional growth in the financial services industry. As an Accredited Asset Management Specialist (AAMS™), George adheres to a strict code of ethics and applies investment concepts to real-world situations, ensuring your assets are managed effectively.

Welcome to Peter Kern - Financial Advisor, Ameriprise Financial Services, LLC, located at 1673 County Road 39, Southampton, New York. As a dedicated financial advisor, I am committed to helping you achieve your financial goals, whether they include retirement planning, education funding, or major purchases like a second home. At Peter Kern - Financial Advisor, we start by understanding what matters most to you. I provide personalized investment, asset allocation, and portfolio recommendations tailored to your individual goals and risk tolerance. Our approach involves documenting your objectives, meeting regularly to review and analyze your progress, and adjusting strategies as your life evolves. You can access your investments and accounts anytime, from any device, to track your progress safely and securely.

Meredith Diamond - Financial Advisor, Ameriprise Financial Services, LLC Welcome to Meredith Diamond - Financial Advisor, located at 1673 County Road 39, Southampton, New York. With a commitment to providing exceptional financial guidance, our firm is dedicated to helping you achieve your financial goals through personalized strategies and expert advice.

Welcome to Christian Greco - Financial Advisor at Ameriprise Financial Services, LLC, where your financial goals are our priority. Located at 1673 County Road 39, Southampton, New York, we are dedicated to helping you achieve a more confident financial future. Whether you're planning for retirement, saving for education, or considering a significant purchase like a second home, we provide personalized investment, asset allocation, and portfolio recommendations tailored to your unique goals and risk tolerance. Our approach begins with understanding what matters most to you. We document your objectives, meet regularly to review and analyze your progress, and adjust your strategy as your life evolves. With secure, anytime access from any device, you can track your investments and progress toward your goals, and share information with us safely.

Welcome to Bryan Durso - Financial Advisor, Ameriprise Financial Services, LLC, located at 1673 County Road 39, Southampton, New York. As a dedicated financial advisor, I am committed to helping you achieve your financial goals, whether they involve planning for retirement, funding education, or making significant purchases like a second home. At our initial complimentary consultation, we will discuss what's most important to you and outline how we can work together to meet your objectives. I provide personalized investment, asset allocation, and portfolio recommendations tailored to your individual goals and risk tolerance. Together, we'll document your goals, regularly review and analyze your progress, and adjust your approach as your life evolves. You can access your investments and track your progress anytime, from any device, securely.

Welcome to Kevin N. Kitt - UBS Financial Services Inc., your trusted partner in navigating the complex world of finance. Conveniently located at 8 Main Street in the charming town of Southampton, New York, we are committed to serving our community with personalized financial solutions and expert guidance. At Kevin N. Kitt - UBS Financial Services Inc., we understand that every client's financial journey is unique. Our team of experienced professionals is dedicated to providing tailored strategies to help you achieve your financial goals, whether they involve investment management, retirement planning, wealth preservation, or estate planning.

Welcome to Robert W Urban - Financial Consultant, a trusted partner of Ameriprise Financial Services, LLC, located at 12 Mitchell Road, Westhampton Beach, New York. We are committed to helping you achieve your financial goals through personalized and expert financial planning services. At Robert W Urban, we understand that each client's financial journey is unique. Our Ameriprise advisors possess a wide range of expertise and credentials to ensure that we align our approach with your specific needs and aspirations. Our team is equipped with diverse specializations that include, but are not limited to, investment strategies, estate planning, retirement planning, and risk management.

Welcome to the US Social Security Administration Office located at 785 Flushing Avenue, Brooklyn, New York 11206. As a dedicated local government office, we are committed to serving the residents of Brooklyn and surrounding areas with all their Social Security needs. Whether you are applying for benefits, managing your current Social Security account, or seeking information and assistance, our knowledgeable staff is here to help. To ensure a smooth and efficient experience, we encourage you to call ahead and schedule an appointment. Our team is ready to assist you with a wide range of services, including retirement, disability, and survivor benefits, as well as Medicare enrollment and Social Security card requests.

Welcome to Northwestern Mutual, your trusted partner in financial planning and insurance solutions located at 189 Cemetery Road, Fly Creek, New York. At Northwestern Mutual, we are committed to helping you achieve your financial goals and secure your future. Our experienced team of professionals offers personalized financial strategies tailored to meet your unique needs, whether you're planning for retirement, safeguarding your family's future, or investing for growth. As a leading finance and insurance agency, we pride ourselves on our client-focused approach, ensuring that you receive the highest level of service and expertise. We offer a comprehensive range of services, including life insurance, disability income insurance, long-term care planning, and investment management. Our mission is to empower you with the knowledge and tools necessary to make informed financial decisions.

Welcome to Holy Family Monuments Located at 900 New Highway, Farmingdale, New York, Holy Family Monuments is a family-owned business with a rich history spanning over 80 years. Established in 1956 by Joseph Auricchio, our company is built on a foundation of dedication, compassion, and craftsmanship. Joseph, now 92, continues to work passionately alongside his granddaughter Diane, ensuring that each monument we create honors the memory of your loved ones with the utmost respect and care.

Welcome to State Farm Insurance, your trusted local insurance agency located at 5375 New York 7, Oneonta, New York 13820. At State Farm, we're committed to providing you with personalized insurance solutions that not only meet your needs but also help you save. With our State Farm® Personal Price Plan®, you can tailor your protection while exploring a variety of savings options. Whether you bundle your vehicle insurance with homeowners, renters, condo, or life insurance, you could save significantly. Our dedication to customer satisfaction is reflected in the numbers—since 1922, we’ve been safeguarding what matters most to our clients. With over 91 million policies and accounts, we’re already serving many of your neighbors. Every policy comes with a dedicated agent, ready to assist you whenever you need a hand.

Welcome to Shred Nations, your trusted partner in secure document destruction located at 2 Main Street, Sag Harbor, New York 11963. We specialize in connecting you with top-tier paper shredding providers, ensuring your sensitive information remains protected from identity theft and data breaches. Whether you're a small business with a low-volume shredding project or a large corporation with extensive document destruction needs, we have the right solution for you. Our drop-off shredding services are perfect for handling smaller quantities of documents (up to 90lbs) efficiently and affordably. For larger projects or those requiring a certificate of destruction, explore our comprehensive service options including mobile shredding, off-site shredding, and Ship ‘N’ Shred. While drop-off services do not accommodate hard drives or electronics, we offer specialized hard drive destruction and electronic shredding to securely dispose of these items.

Welcome to Driscoll's Lock & Key, your trusted locksmith service provider in Bardonia, New York, located conveniently at 295 New York 304. Established in 1968 by retired NYPD officer Patrick Driscoll, our family-owned business has proudly served the Pearl River and Nanuet communities for over 50 years. We are dedicated to upholding Patrick's legacy of quality and honesty, ensuring that our customers receive top-notch locksmith services. Our skilled team offers a comprehensive range of locksmith solutions for both residential and commercial clients across Rockland, Westchester, Orange, and Bergen Counties. Whether you need assistance with traditional deadbolts, electronic locks, or high-security systems, our fully licensed, bonded, and insured locksmiths are prepared to tackle any challenge.

Welcome to Jeanne Beckley, Howard Hanna Rand Realty, your premier destination for real estate services in Thornwood, New York, and the surrounding areas. Conveniently located at 654 Columbus Avenue, Jeanne Beckley stands as a beacon of excellence in the real estate industry, consistently recognized for her outstanding service and commitment to clients. With an impressive track record as the top-producing real estate agent in Mt. Pleasant for the past seven years, Jeanne Beckley has also been celebrated as the #1 agent in Westchester for Rand Realty in 2018 and 2020. Her dedication to her clients extends beyond closing deals; she prides herself on building lasting relationships and providing personalized service that minimizes the stress of buying or selling a home.

Welcome to Sugar Hill Harlem Inn, your cozy retreat in the heart of Manhattan, New York. Nestled at 460 West 141st Street, this charming lodging offers a unique blend of historic charm and modern comfort, making it your perfect home away from home. At Sugar Hill Harlem Inn, we understand that your accommodation is more than just a place to rest; it's a sanctuary where you can feel secure and at ease. Our inn is thoughtfully designed to provide you with a warm and inviting atmosphere, ensuring a memorable stay in one of New York's most vibrant neighborhoods.

Welcome to Joseph Geraci - Realty Connect USA (NY) Dalton Wade (FL), your trusted partner in real estate located at 451 New York 25A, Miller Place, New York 11764, United States. As a licensed New York real estate sales professional, Joseph Geraci is here to guide you through the complexities of buying or selling a home. Whether you're wondering about the best time to enter the market, how much house you can afford, or the current value of your property, Joseph is ready to answer your questions and provide expert advice. Our goal is to help you find the perfect property at a price that's right for you, ensuring a smooth and confident transaction process.

Welcome to Phyllis Caldwell Daniel Gale Sotheby's International Realty, your trusted partner in finding the perfect home on the beautiful North Fork. Conveniently located at 28080 Main Road, Cutchogue, New York, Phyllis brings a wealth of experience and dedication to the real estate market. As a native of Jersey City, New Jersey, and a proud resident of both Rockville Centre and Cutchogue, Phyllis combines her extensive background in education and real estate law to provide unparalleled service to her clients. Phyllis holds a B.S. and teaching certification in Health and Physical Education from Kean University. After transitioning from a successful teaching career, she honed her skills as a paralegal at Allen Morris and Troisi, where she managed realty contracts with precision and care. Her meticulous work habits and attention to detail make her an invaluable asset in navigating the complexities of real estate transactions.

Welcome to Bayview Resort, your serene escape nestled on the picturesque Tiana Bay in Hampton Bays, New York. Located at 53 West Tiana Road, Bayview Resort offers a unique blend of casual comfort and luxurious amenities, making it the perfect destination for both relaxation and adventure. Our recently renovated accommodations provide a cozy and inviting atmosphere, ideal for families, couples, or solo travelers seeking a peaceful retreat. At Bayview Resort, you'll find a variety of activities to enhance your stay. Take advantage of our complimentary kayaks and rowboats to explore the tranquil waters of the bay, or unwind by our inviting pool and sundeck with stunning waterfront views. In the evenings, gather with friends and family around our fire pit for a delightful grilling experience under the stars.

Shred Nations: Secure Document Shredding Services in Potsdam, NY Located at 200 Market Street, Potsdam, New York, Shred Nations is your trusted partner for secure and efficient document shredding solutions. We specialize in connecting you with top-tier shredding providers tailored to your specific needs, ensuring the utmost security for your sensitive information.

Welcome to Shred Nations in Little Falls, New York! Located at 410 Canal Place, Little Falls, Shred Nations is your trusted partner for secure document destruction services. We specialize in connecting you with top-tier paper shredding providers to ensure your sensitive information remains confidential and secure. Our comprehensive range of shredding solutions is designed to meet the diverse needs of individuals and businesses throughout New York.

Welcome to Zion Episcopal Church in Morris, NY! Nestled in the picturesque Butternut Valley, our historic stone church at 158 East Main Street has been a beacon of faith and community since 1793. As an Episcopal Parish within the Diocese of Albany and part of the worldwide Anglican Communion, we are dedicated to providing a welcoming ministry of love and concern for simply everyone. Whether you are a longtime resident, a newcomer, or just visiting, we invite you to join us in worship and fellowship. At Zion, we embrace all individuals, regardless of their familiarity with Episcopal worship or the Christian faith, and encourage everyone to grow with us in faith, peace, and love.