TOP 10 Senior financial services in New York, NY
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Capital Works Funding
Welcome to CapitalWORKS Funding, your trusted partner in business financing solutions located at 5379 Arthur Kill Road, Staten Island, New York. With over 35 years of experience, our dedicated team of Senior Underwriters, Financial Advisors, and Compliance Directors work collaboratively to provide tailored financial solutions for businesses of all sizes. Our unique approach allows us to offer practical and customized financing options that help you build or expand your company. At CapitalWORKS Funding, we specialize in a wide range of debt finance products, including revenue-based financing, bridge/interim loans, mezzanine and preferred equity financing, structured and construction loans, as well as permanent financial products. Our expertise extends to both commercial and residential real estate finance, ensuring highly responsive service and competitive capital sources that remove uncertainty from the financing process.
Reverse Mortgage Information Center
Welcome to the Reverse Mortgage Information Center, your trusted partner in financial solutions located in the heart of Miller Place, New York. Situated at 6 Panther Path, our center is dedicated to providing comprehensive and personalized guidance on reverse mortgages, helping you make informed decisions about your financial future. At the Reverse Mortgage Information Center, we understand the unique financial needs of seniors and homeowners. Our experienced team is committed to offering clear, reliable information and expert advice tailored to your individual circumstances. Whether you are looking to supplement your retirement income, manage expenses, or explore financial options for your home, we are here to assist you every step of the way.
Beacon Pointe Advisors
Welcome to Beacon Pointe Advisors, your trusted partner in financial planning and investment advisory services, located at 2488 Montauk Highway, Bridgehampton, New York. As one of the nation's largest Registered Investment Advisor firms, we are dedicated to serving the New York area with a comprehensive range of services, including investment advisory, financial planning, wealth management, and retirement plan services. At Beacon Pointe Advisors, we pride ourselves on our fiduciary responsibility to our clients, ensuring that your financial well-being is at the forefront of everything we do. Our holistic allWEALTH® approach covers all aspects of financial planning, from wealth and retirement strategies to estate and tax planning, insurance reviews, and risk assessments. We also specialize in values-based investing, life transition support, and multi-generational wealth and legacy planning.
Republic Claims Associates
Welcome to Republic Claims Associates Located at 142 A Newtown Road, Hampton Bays, New York 11946, Republic Claims Associates is your trusted local insurance agency dedicated to ensuring you receive the maximum settlement for your insurance claims. With a commitment to protecting your interests, we offer free evaluations to help you navigate the complexities of insurance claims.
Dayton Ritz & Osborne Insurance
Dayton Ritz & Osborne Insurance: Your Trusted Partner in Comprehensive Coverage Welcome to Dayton Ritz & Osborne Insurance, located at 88 Main Street, Southampton, New York. Established in the Hamptons since 1875, we pride ourselves on being the area's leading insurance agency, offering unparalleled knowledge and coverage solutions tailored to your unique needs.
Schwenk Wealth Group
Welcome to Schwenk Wealth Group Located at 223 West Montauk Highway, Hampton Bays, New York, Schwenk Wealth Group is your trusted partner in finance and wealth management. Our mission is to help you prioritize your financial objectives and prepare to achieve them through professional wealth management strategies. We are dedicated to guiding our clients in navigating the financial landscape, whether it's managing investments, planning for retirement, or building a secure financial future.
Michael Schwenk - RBC Wealth Management Branch Director
Welcome to Michael Schwenk - RBC Wealth Management, located at 223 West Montauk Highway, Hampton Bays, New York. As a leading finance firm, we specialize in professional wealth management, helping you prioritize your financial objectives and prepare to achieve them. Our dedicated team is committed to assisting you in navigating the complexities of wealth building, ensuring a secure financial future. We are proud to announce that our Financial Advisor, Michael Schwenk, was recognized as a Forbes Next-Gen Wealth Advisor in 2023. This national acknowledgment affirms our commitment to providing exceptional service to our clients.
Chelsea Traub
Welcome to Chelsea Traub, a premier financial services firm located at 223 West Montauk Highway, Hampton Bays, New York. As one of the leading RBC Wealth Management teams in New York City, we specialize in providing tailored wealth management solutions designed to meet the unique needs of our clients at every stage of their financial journey. Our commitment is to help you preserve and enhance your wealth through personalized services and strategies that simplify your life and expand your opportunities. Our dedication to excellence has earned us a spot on the Forbes Best-In-State Wealth Management Teams list for 2024. We are grateful to Forbes, our clients, and our colleagues for this recognition and look forward to another year of outstanding service.
Covell / DiConza / Newman Group
Welcome to Covell / DiConza / Newman Group, a premier financial advisory firm located in the heart of Hampton Bays, New York. Situated at 223 West Montauk Highway, we are proud to be one of the top RBC Wealth Management teams in New York City, recognized for our excellence in managing significant Assets Under Management. Our mission is to provide you with personalized wealth management solutions tailored to every stage of your life. We focus on preserving and enhancing your wealth through our expertise, strong relationships, and world-class capabilities. We are honored to be featured on the Forbes Best-In-State Wealth Management Teams list for 2024, a testament to our commitment to serving you with distinction.
St. Demetrios' Greek Orthodox Church
Welcome to St. Demetrios Greek Orthodox Church, a vibrant place of worship located at 84-35 152nd Street, Queens, New York 11432. Under the spiritual guidance of Rev. Protopresbyter Konstantinos Kalogridis, our church is a cornerstone for preserving and nurturing the Greek Orthodox faith in the Jamaica neighborhood of New York. We invite you to join us in our mission to sustain and perpetuate God's work of salvation. At St. Demetrios, we are committed to fostering a strong community of believers. We encourage you to participate in our services and activities, and we welcome your prayers, love, and financial support. Consider fulfilling your 2024 Annual Membership Pledge to help us meet the needs of our church and continue our vital work.
Actors' Fund of America Gravesite-Memorial
Welcome to the Actors' Fund of America Gravesite-Memorial Located at 1629 Bushwick Avenue, Brooklyn, New York, the Actors' Fund of America Gravesite-Memorial stands as a testament to the enduring legacy of the Entertainment Community Fund, formerly known as The Actors Fund. Established in 1882, this organization has evolved into a national human services provider, dedicated to fostering stability and resilience for performing arts and entertainment professionals throughout their lives.
Unity Fellowship Church Movement
Welcome to Unity Fellowship Church Movement, a place of worship located at 163-47 130th Avenue, Queens, New York 11434, United States. We are a vibrant and inclusive community dedicated to spiritual growth, social justice, and the celebration of life in all its forms. Join us for Convocation 2024, themed "Power," from October 6th to 13th. This year, we are "Marching Forward into Convocation 2024," moving intentionally toward a future filled with empowerment and unity. Don't miss out on our early bird registration special at $160 if you register by July 2024. For more details and to register, please visit our event page.
The Union League Club of Brooklyn (former site)
Welcome to the former site of The Union League Club of Brooklyn, a landmark steeped in history and architectural grandeur. Located at 19-29 Rogers Avenue, in the heart of Crown Heights North, this magnificent building stands as a testament to Brooklyn's vibrant past and its role in shaping the city's social and political landscape. Originally built in 1889, this Romanesque Revival masterpiece was designed by the renowned Danish-born architect Peter J. Lauritzen, who was celebrated for his exquisite urban mansions and notable structures throughout Brooklyn. The Union League Club of Brooklyn was not just an architectural marvel; it was a hub of social and political activity, bringing together the elite of Brooklyn's Republican society during the late 19th century.
Office of Council Member Susan Zhuang
Welcome to the Office of Council Member Susan Zhuang, proudly serving the vibrant communities of Southern Brooklyn. Located at 6514 20th Avenue, Brooklyn, New York 11204, our office is dedicated to addressing the needs and concerns of neighborhoods such as Sunset Park, Dyker Heights, Bensonhurst, Bath Beach, Gravesend, Borough Park, Mapleton-Midwood, and Homecrest. Council Member Susan Zhuang has been a steadfast advocate for over a decade, championing critical issues including public safety, equitable education, housing, and senior services. Born in Baipu, China, Susan came to the United States in 2008, driven by the pursuit of the American Dream. With a strong educational background in finance, she holds a bachelor’s degree from the State University of New York at Oswego and an MBA from the University of Southern Indiana.
Sherry McDonald, Hunt Real Estate ERA
Welcome to Sherry McDonald, Hunt Real Estate ERA Located at 2098 Grand Island Boulevard, Grand Island, New York, Sherry McDonald is your trusted partner in the local real estate market. With over 15 years of experience, Sherry is dedicated to making your home buying or selling journey as seamless and informed as possible. Her extensive knowledge of the current market, past data, and future trends equips you with the confidence to make the best decisions for your real estate needs.
Sugar Hill Harlem Inn
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.
Fang Fang Realty Inc. 芳芳地產
Welcome to Fang Fang Realty Inc. 芳芳地產, your trusted partner in real estate located in the vibrant 8th Avenue commercial district of Brooklyn, New York. Established in 2021 by CEO Sue Li, we are dedicated to providing a full range of services tailored to meet the diverse needs of our clients. With over 18 years of experience in the real estate industry, Sue has cultivated a reputation for integrity and excellence, earning the trust and respect of clients and peers alike. Our multilingual team is fluent in English, Cantonese, Mandarin, Fuzhounese, and Taishanese, allowing us to serve a broad clientele across Brooklyn, Staten Island, Queens, Manhattan, and the Bronx. Specializing in commercial and residential buying, selling, and leasing, we strive for win-win cooperation in every transaction. Our mission is to empower our clients to achieve their dreams of home ownership by providing premium market information and unwavering dedication to their needs.
Richard Bocchieri Lic. Associate Broker Netter Real Estate
Welcome to Richard Bocchieri Lic. Associate Broker Netter Real Estate, your trusted partner for Long Island living at its best! Located at 404 Montauk Highway, West Islip, New York, we specialize in providing exceptional real estate services on the beautiful South Shore of Suffolk County. This region offers a diverse array of residential properties, nestled along the picturesque Atlantic Ocean shoreline, with access to stunning beaches, parks, and recreational activities. With a strong foundation in education and over 35 years of experience in real estate, Richard Bocchieri is committed to guiding you through the complex and ever-changing real estate market. He prides himself on honesty, integrity, hard work, and personalized service, ensuring that your real estate journey is both smooth and satisfying. As a graduate of the Real Estate Institute and a certified Senior Real Estate Specialist, Richard offers a wealth of knowledge and expertise to help you make informed decisions.
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