TOP 10 Senior financial services in New York, NY
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Edward Jones - Financial Advisor: Tammy Washalski, AAMS™
Edward Jones - Financial Advisor: Tammy Washalski, AAMS™ is a reputable financial institution located at 13 James P Kelly Way in Middletown, New York, United States. As a trusted financial advisor, Tammy Washalski specializes in providing personalized financial planning services to help individuals and families achieve their financial goals. With her Accredited Asset Management Specialist (AAMS™) designation, Tammy has the knowledge and expertise to offer tailored investment strategies and retirement planning solutions. Whether you are looking to grow your wealth, save for the future, or plan for retirement, Tammy Washalski and Edward Jones are dedicated to helping you secure your financial future.
New York Life
New York Life is an insurance agency located at 35 East Main Street, Westfield, New York, United States. They offer permanent policies with guaranteed death benefits and cash value that grows over time, as well as long-term coverage that is customizable to fit your needs and budget. Their policies also allow you to invest your cash value in the market, providing potential market gains. New York Life can help pay for everyday tasks, replace lost income due to illness or injury, and offer professionally managed investments with low fees. They offer a variety of insurance options for individuals, employees, executives, and business owners, as well as guidance on creating an estate plan. With over 12,000 agents nationwide, New York Life is committed to helping you protect your family and plan for the future. Their mission is to make the world a better place through responsible investing, community engagement, and charitable giving. Visit their website for articles, guides, and financial calculators to help clarify your financial goals.
Complete Medicare Services
Complete Medicare Services is an insurance agency located at 110 Mall Boulevard in Lakewood, New York, United States. We specialize in providing comprehensive Medicare services to ensure that our clients have access to the healthcare coverage they need. Our dedicated team of professionals is committed to helping individuals navigate the complex world of Medicare, offering personalized guidance and support every step of the way. Whether you are looking to enroll in a new plan, update your existing coverage, or simply have questions about your options, we are here to help. Trust Complete Medicare Services to provide you with the peace of mind knowing that your healthcare needs are taken care of.
Merrill Lynch Financial Advisor Genie Zeigler
Merrill Lynch Financial Advisor Genie Zeigler is located at 75 Rockefeller Plaza, New York, New York, United States. Genie is a Senior Vice President and Senior Financial Advisor at Merrill Lynch Wealth Management with over twenty years of experience providing wealth management and investment advisory services to affluent families, corporate executives, non-profit organizations, and high-net-worth individuals. She specializes in investments, retirement planning, estate planning, asset preservation, risk management, trusts, and portfolio construction. Genie's wealth management philosophy focuses on creating customized financial strategies to help clients navigate market uncertainties and reach their long-term financial goals. She has received numerous awards in the financial services industry and has been recognized as one of the top Women Wealth Management Advisors by Barron's Top Women Financial Advisor conference.
Merrill Lynch Financial Advisor Amelia E Prounis
Merrill Lynch Financial Advisor Amelia E Prounis is a highly experienced Senior Vice President and Senior Financial Advisor at the Fifth Avenue Financial Center complex in New York City. With a strong educational background and over 30 years of experience in wealth management, Ms. Prounis specializes in portfolio management for high net worth individuals both domestically and internationally. She also provides advisory services to small to mid-sized business organizations, including pension funds, endowments, 401K plans, and private foundations. Her areas of expertise include wealth management planning, residential lending, insurance, and estate planning. Ms. Prounis is actively involved in the community, serving on the board of the Grosvenor Neighborhood House in Harlem and participating in fundraising committees for various cultural and educational institutions in New York City. She is dedicated to helping her clients achieve their financial goals through long-term strategies, asset allocation modeling, and personalized investment management.
Merrill Lynch Financial Advisor Mariana Ng Meyerson
The Merrill Lynch Financial Advisor Mariana Ng Meyerson is located at 200 Park Avenue in New York, United States. Mariana Ng Meyerson is a Senior Financial Advisor who is fluent in Mandarin & Cantonese Chinese and English. With over 20 years of experience in the financial services industry, Mariana works closely with individuals, retirees, corporate executives, professionals, business owners, non-profit institutions, and ultra-high net worth families to develop customized financial strategies tailored to their goals and priorities. Mariana specializes in helping clients manage concentrated stock positions, navigate important life transitions such as retirement or inheritance, and provides access to Bank of America Private Bank for trust and estate planning services, as well as Bank of America for credit and lending needs. She works collaboratively with clients' attorneys, accountants, and other advisors to coordinate their financial and legacy planning.
Health Services Retirement
Health Services Retirement is an insurance agency located at 555 West 57th Street in New York, New York, United States. We specialize in providing retirement planning services for individuals working in the health services industry. Our experienced team is dedicated to helping our clients navigate the complexities of retirement planning and ensuring they have the financial security they need for their future. Contact us today to learn more about how we can help you plan for a comfortable and stress-free retirement.
Gradient Financial Group/Advisors - Seniors - Highest Retirement Income, Alt 32% IRR investments, Tax/Wealth Foundations
Gradient Financial Group/Advisors is a premier institution located in the heart of New York City, specializing in providing seniors with the highest retirement income solutions. Our team of experienced advisors offers alternative investments with an impressive 32% internal rate of return, ensuring our clients achieve their financial goals efficiently. In addition, we offer expert tax and wealth foundation services to help secure and grow our clients' assets for the long term. Visit us at 79 White Street to learn more about how Gradient Financial Group/Advisors can help you plan for a secure and prosperous retirement.
Merrill Lynch Financial Advisor Daniel P. Ebert
Merrill Lynch Financial Advisor Daniel P. Ebert is a finance institution located at 75 Rockefeller Plaza, New York, New York, United States. The team at Merrill Lynch is dedicated to understanding your values and goals in order to help you achieve financial success. Daniel Ebert, a Financial Advisor & Senior Portfolio Advisor, works with successful individuals and families to provide customized financial management strategies. With a focus on cash flow analysis, asset allocation, retirement planning, investment management, insurance, and estate planning services, Daniel and his team aim to help clients pursue their life goals and plan their legacy. By taking a planning-first approach and utilizing the open-architecture investment model at Merrill, Daniel can provide clients with a comprehensive financial strategy tailored to their individual needs. Additionally, with access to banking & lending, estate, trust, and insurance capabilities, Daniel serves as the ultimate financial resource for his clients. Through one-on-one conversations and personalized financial plans, Merrill Lynch Wealth Management Advisors help clients navigate the complexities of their financial lives, offering investment insights and strategies to help them achieve their goals. As a registered financial advisor in multiple states, Daniel Ebert is committed to helping his clients live their best financial lives by providing personalized investment strategies and comprehensive financial solutions.
Daniel Buckley - Financial Advisor, Ameriprise Financial Services, LLC
Daniel Buckley is a Financial Advisor at Ameriprise Financial Services, LLC located at 2025 Richmond Avenue in New York, United States. Daniel holds several prestigious certifications including 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®. Daniel is dedicated to providing expert financial advice and services to individuals, retirees, small business owners, high net worth clients, and seniors. With a comprehensive knowledge of asset management, investment strategies, estate planning, retirement planning, insurance products, and more, Daniel is committed to helping clients achieve their financial goals. Contact Daniel Buckley at Ameriprise Financial Services, LLC for personalized and professional financial guidance.
Michael Salmon - Financial Advisor, Ameriprise Financial Services, LLC
Michael Salmon, a financial advisor at Ameriprise Financial Services, LLC, located at 122 East 42nd Street, New York, New York, United States, offers expert guidance on managing finances and investments. With a background in finance and qualifications verified on FINRA's BrokerCheck website, Michael Salmon helps clients navigate the complexities of the market to achieve their financial goals. Whether discussing stock prices, bull market rallies, or financial planning concepts, Michael Salmon provides personalized advice tailored to each client's needs. As a member of FINRA and SIPC, Ameriprise Financial Services, LLC prioritizes privacy and security, ensuring that clients receive top-notch service and support. Contact Michael Salmon today to start a conversation about what matters most to you and your financial future.
Merrill Lynch Financial Advisor Jamie Block
Located at 75 Rockefeller Plaza in New York, United States, Merrill Lynch Financial Advisor Jamie Block offers personalized financial services to help clients achieve their financial goals. With over 23 years of experience, Jamie Block, a Senior Vice President at Merrill Lynch Wealth Management, takes a holistic approach to financial planning, rooted in deep client engagement and risk understanding. As a Sport and Entertainment accredited Wealth Management Advisor, Jamie infuses creativity and passion into his practice, drawing from his background as a former singer-songwriter. Partner James Hickey at Block-Hickey & Associates brings expertise in portfolio strategy and development to the team. The institution believes in a systematic, rules-based approach to reducing risk during market turbulence and tailors wealth management strategies to each client's unique needs and goals. With a focus on building strong client relationships based on trust and personalized service, the team at Merrill Lynch is committed to helping clients navigate the financial landscape and pursue their goals successfully.
Chris McIlraith - Financial Advisor, Ameriprise Financial Services, LLC
Chris McIlraith is a Financial Advisor at Ameriprise Financial Services, LLC, located at 200 West 41st Street in New York, New York, United States. Chris holds several certifications, including 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®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMATM, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Chris is dedicated to providing expert financial advice and services to individuals, retirees, small business owners, high net worth clients, and seniors. Whether you need assistance with asset management, estate planning, retirement planning, investment opportunities, insurance products, or tax planning, Chris has the knowledge and expertise to help you achieve your financial goals. Contact Chris McIlraith at Ameriprise Financial Services, LLC for personalized financial guidance tailored to your specific needs and objectives.
Ralph Fatigate - Financial Advisor, Ameriprise Financial Services, LLC
Ralph Fatigate - Financial Advisor, Ameriprise Financial Services, LLC, located at 767 3rd Avenue, New York, New York, United States, offers a wide range of financial services and expertise. Ralph Fatigate holds various certifications including 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®, CFP®, 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®. With a focus on providing tailored financial solutions for individuals, retirees, small business owners, high net worth clients, seniors, and those planning for retirement, Ralph Fatigate is committed to upholding a high standard of ethics and professionalism in the financial industry. Whether you need help with asset management, estate planning, investment strategies, retirement planning, or insurance products, Ralph Fatigate is equipped to assist you in achieving your financial goals. Contact Ralph Fatigate - Financial Advisor, Ameriprise Financial Services, LLC, for expert guidance and personalized financial planning services.
Ross Weiner - Financial Advisor, Ameriprise Financial Services, LLC
Ross Weiner - Financial Advisor, Ameriprise Financial Services, LLC, located at 530 5th Avenue, New York, New York, United States, specializes in providing comprehensive financial planning services. Ross Weiner holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. With expertise in asset management, estate planning, retirement planning, and investment strategies, Ross Weiner is dedicated to helping clients achieve their financial goals. Whether you are a retiree, small business owner, or high net worth individual, Ross Weiner can provide tailored advice to meet your specific needs. Additionally, Ross Weiner offers specialized services for domestic partners, seniors, and those going through a divorce. With a commitment to ethics and ongoing education, Ross Weiner is a trusted advisor in the financial industry.
Philip Andriola - Private Wealth Advisor, Ameriprise Financial Services, LLC
Philip Andriola - Private Wealth Advisor, Ameriprise Financial Services, LLC is a prestigious financial institution located at 1 Teleport Drive in New York, United States. The institution offers a wide range of financial services and is known for its highly qualified team of professionals. The advisors at Philip Andriola hold various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more. These certifications ensure that the advisors have the necessary knowledge and skills to provide expert financial advice to their clients.
New York Life Insurance Company Chang Cheng Sales Office
The New York Life Insurance Company Chang Cheng Sales Office is an insurance agency located at 720 64th Street in New York, United States. We offer a wide range of insurance products and services to meet the needs of individuals and families. Our team of experienced insurance professionals is committed to providing personalized and reliable service to help our clients protect their financial future. Contact us today to learn more about our insurance options and how we can help you secure peace of mind.
Insurance Service Niagara Falls
Insurance Service Niagara Falls is a reputable insurance agency located at 3003 Pine Avenue in Niagara Falls, New York. With a dedicated team of professionals, they provide a wide range of insurance services to meet the needs of individuals and businesses in the area. Whether you are looking for auto, home, life, or business insurance, Insurance Service Niagara Falls has you covered. Their knowledgeable staff is committed to helping clients find the right insurance coverage at competitive rates. Trust Insurance Service Niagara Falls to protect what matters most to you.
New York Insurance Company
New York Insurance Company is a reputable insurance agency located at 9114 59th Avenue in New York, United States. With a strong commitment to providing quality insurance products and exceptional customer service, our experienced agents are dedicated to helping individuals and businesses find the right coverage to protect their assets and loved ones. From auto and home insurance to business and life insurance, we offer a wide range of options to meet your specific needs. Contact us today to learn more about how we can help you secure a better future.
Senior Services Inc.
Senior Services Inc. is a reputable health and insurance agency located at 3930 New York 69 in Mexico, New York. Our institution is dedicated to providing top-quality services and support to seniors in the community. With a team of experienced professionals, we offer a range of health and insurance solutions tailored to meet the unique needs of our elderly clients. Whether you are looking for assistance with healthcare coverage or insurance options, Senior Services Inc. is here to help. Visit us today to learn more about how we can support you in your senior years.
MedicarePaul American Senior Benefits
MedicarePaul American Senior Benefits is an insurance agency located at 809A North Salina Street in Syracuse, New York. We specialize in providing senior citizens with comprehensive Medicare plans and benefits to ensure they have access to quality healthcare. Our dedicated team of professionals is committed to helping our clients navigate the complex world of Medicare and find the best coverage options that suit their individual needs. With our personalized service and expertise in the insurance industry, we strive to make the process of enrolling in Medicare as seamless and stress-free as possible for our valued customers. Contact us today to learn more about how we can assist you in securing the right Medicare plan for your future.
Senior Solutions ME
Senior Solutions ME is an insurance agency located at 8352 Radian Path in Lysander, New York. We specialize in providing insurance solutions tailored specifically for seniors, offering a range of coverage options to meet their unique needs. Our experienced agents are dedicated to helping seniors navigate the complex world of insurance, providing personalized service and expert advice every step of the way. Trust Senior Solutions ME to protect you and your loved ones with quality insurance coverage you can rely on.
New York Life Insurance Company
New York Life Insurance Company, located at 5788 Widewaters Parkway, DeWitt, New York, is a reputable insurance agency offering a wide range of permanent policies with guaranteed death benefits and cash value growth over time. Their long-term coverage options are highly customizable to fit your needs and budget, with the ability to invest your policy's cash value in the market. This institution provides support for everyday tasks, income replacement in case of illness or injury, and professionally managed investments with potential market gains. They also offer bundled investments with low fees, guidance on estate planning, and insurance options for employees, executives, and small business owners. With over 12,000 agents nationwide, New York Life is committed to helping individuals and families protect their financial futures. Their dedication to diversity, responsibility, and service has earned them recognition as an industry leader for over 175 years. Whether you're just starting to plan for your future or facing a complex financial situation, New York Life offers flexible solutions tailored to your needs. Through their foundation and community engagement initiatives, they strive to make a positive impact at both local and national levels. Join New York Life in creating a better world for yourself and your loved ones.
Senior Choice - Univera Healthcare
Senior Choice - Univera Healthcare is an insurance agency located at 205 Park Club Lane in Buffalo, New York. Catering specifically to seniors, this institution offers a wide range of healthcare insurance options to meet the unique needs of older adults. With a focus on providing comprehensive coverage and personalized service, Senior Choice - Univera Healthcare strives to ensure that seniors have access to the care and support they need to live healthy and fulfilling lives. Whether you are looking for Medicare plans, prescription drug coverage, or supplemental insurance, Senior Choice - Univera Healthcare is dedicated to helping you navigate the complex world of healthcare insurance with ease and confidence.
ILIC SENIOR SOLUTIONS
ILIC Senior Solutions is a leading insurance agency located at 141 Sully's Trail in Pittsford, New York. Specializing in providing insurance solutions for seniors, ILIC Senior Solutions offers a wide range of products and services tailored to meet the unique needs of older adults. With a team of experienced professionals, ILIC Senior Solutions is dedicated to helping seniors navigate the complexities of insurance coverage and find the best policies to protect their health and financial well-being. Whether you are looking for Medicare supplement plans, long-term care insurance, or final expense coverage, ILIC Senior Solutions is committed to providing personalized assistance and expert guidance every step of the way. Visit us today to discover how we can help you secure your future with peace of mind.
Jacqueline Gallagher / Golden Rule Senior Advisors
Jacqueline Gallagher / Golden Rule Senior Advisors is a reputable insurance agency located at 12 Baldwin Lane in Mahopac, New York, United States. Specializing in providing comprehensive insurance solutions for seniors, the institution is dedicated to upholding the golden rule in all aspects of their services. With a team of experienced advisors, they offer personalized guidance and support to help clients make informed decisions about their insurance needs. Whether it's health insurance, life insurance, or retirement planning, Jacqueline Gallagher / Golden Rule Senior Advisors is committed to ensuring the well-being and financial security of their clients.
Quality Senior Services of America
Quality Senior Services of America is a comprehensive institution located at 3280 Sunrise Highway in Wantagh, New York, dedicated to providing top-notch financial, health, and insurance services for seniors. Our team of experienced professionals is committed to helping seniors navigate their financial and health needs with care and expertise. Whether you are looking for retirement planning advice, health insurance options, or assistance with long-term care planning, we are here to help. Trust Quality Senior Services of America to provide the quality care and support that seniors deserve.
Leading Senior Benefit
Leading Senior Benefit is a reputable health insurance agency located at 1880 East Ridge Road in Rochester, New York. Our institution specializes in providing comprehensive and cost-effective insurance solutions tailored specifically for seniors. With a team of experienced professionals, we strive to ensure that our clients receive the best coverage and support in managing their healthcare needs. Contact us today to learn more about our services and how we can help you secure your health and well-being in your golden years.
Amanda Mikelberg - New York Life Insurance
Amanda Mikelberg - New York Life Insurance is a reputable insurance agency located in the heart of New York City. Our dedicated team of professionals is committed to providing personalized insurance solutions to meet the unique needs of our clients. Whether you are looking for life insurance, retirement planning, or investment options, we are here to help you secure your financial future. Visit us at 652 West 189th Street to learn more about our services and how we can assist you in protecting what matters most.
New York Life Insurance: Efraim Schnitzer
New York Life Insurance: Efraim Schnitzer is a reputable insurance agency located at 1983 Marcus Avenue, New Hyde Park, New York. With a focus on providing quality insurance products and services to individuals and families, this institution is dedicated to helping clients protect their financial futures. Efraim Schnitzer and his team of experienced professionals offer personalized insurance solutions tailored to meet the unique needs of each client. Whether you are looking for life insurance, retirement planning, or investment options, New York Life Insurance: Efraim Schnitzer is committed to helping you achieve your financial goals. Contact them today to learn more about their services and how they can help you secure a brighter tomorrow.
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