TOP 30 Specialized underwriting in New York, New York
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Shiva Bhashyam - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedShiva Bhashyam - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 399 Knollwood Road, White Plains, New York, United States. They offer a range of services and certifications to cater to the diverse financial needs of their clients. Some of the certifications they offer include 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®. These certifications ensure that the advisors at Shiva Bhashyam are well-equipped to provide expert financial advice and planning tailored to the individual needs of their clients.
399 Knollwood Rd G10, White Plains, NY 10603, United States -
Aaron Morgenstern - Financial Advisor, Ameriprise Financial Services, LLC
● OpenAaron Morgenstern is a Financial Advisor at Ameriprise Financial Services, LLC, located at 100 Summit Lake Drive in Valhalla, New York, United States. Aaron holds multiple 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®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Aaron's expertise in various aspects of financial planning, wealth management, estate planning, retirement planning, and more. Aaron is dedicated to providing personalized financial advice and solutions to help clients achieve their financial goals.
100 Summit Lake Drive Ste 150, Valhalla, NY 10595, United States -
Robert E Feighan - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenRobert E Feighan is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 100 Summit Lake Drive, Valhalla, New York, United States. He holds various certifications such as 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®. These certifications demonstrate his expertise in asset management, retirement planning, estate planning, investment management, and financial planning for individuals and small business owners. Robert E Feighan is committed to providing personalized and comprehensive financial advice to his clients, helping them achieve their financial goals and secure their financial future.
100 Summit Lake Drive Ste 150, Valhalla, NY 10595, United States -
American Professional Agency, Inc
● ClosedAmerican Professional Agency, Inc. is an insurance agency located at 95 Broadway in Amityville, New York, United States. With over 100,000 policyholders, APA, Inc. is ranked in the top 100 brokerages in the country. When you contact us, you will speak directly with an underwriter who understands the specific coverage needs of your profession. We offer professional liability insurance and work with some of the largest companies in the industry. Give yourself peace of mind to do your best work by selecting your profession and finding out how we can help. If you're unsure, use the search button at the top of our website to learn more. Visit us today to see why so many professionals trust American Professional Agency, Inc.
95 Broadway, Amityville, NY 11701, United States -
Rammcy Corp
● ClosedRammcy Corp is an insurance agency located at 228 Main Street in Mount Kisco, New York. We specialize in providing both personal and commercial insurance coverage tailored to meet the unique needs of our clients. Our experienced professionals are dedicated to offering exceptional customer service and competitive pricing to ensure our clients have the protection and peace of mind they deserve. At Rammcy Corp, we understand the importance of building trust with our clients and strive to exceed their expectations. Our products are underwritten by reputable life insurance companies and are subject to strict underwriting guidelines for review and approval. We also offer securities through Nationwide Securities, LLC., and are licensed in several states including Florida, New York, Connecticut, Maryland, New Jersey, and Pennsylvania.
228 Main St, Mt Kisco, NY 10549, United States -
Swiss Re Life & Health America
● ClosedSwiss Re Life & Health America is a leading insurance company located at 175 King Street in Armonk, New York. Specializing in life and health insurance solutions, they offer a wide range of products and services to meet the needs of individuals and families. With a reputation for excellence and a commitment to customer service, Swiss Re Life & Health America is dedicated to providing financial security and peace of mind to their clients. Contact them today to learn more about their insurance options and how they can help protect you and your loved ones.
175 King St, Armonk, NY 10504, United States -
Xchange Benefits, LLC
● ClosedXchange Benefits, LLC is an insurance agency located at 200 Business Park Drive in Armonk, New York. We specialize in providing a wide range of insurance products and services to meet the needs of individuals and businesses. Our team of experienced agents are dedicated to helping our clients find the best coverage at competitive rates. Whether you are looking for health insurance, life insurance, or any other type of coverage, we are here to help. Contact us today to learn more about how Xchange Benefits, LLC can assist you with all of your insurance needs.
200 Business Park Dr #303, Armonk, NY 10504, United States -
Cross County Funding
● ClosedCross County Funding is a finance institution located at 30 Glenn Street in White Plains, New York. We specialize in providing funding solutions for individuals and businesses in need of financial assistance. Our team of experienced professionals is dedicated to helping our clients navigate the complex world of finance and secure the funding they need to achieve their goals. Whether you are looking to purchase a new home, expand your business, or consolidate debt, Cross County Funding is here to help. Contact us today to learn more about our services and how we can help you reach your financial objectives.
30 Glenn St # 303, White Plains, NY 10603, United States -
The K2 Team
● ClosedThe K2 Team, located at 399 Knollwood Road in White Plains, New York, is a finance institution specializing in mortgage and home financing services. As part of Quintessential Mortgage Group, we have over 50 years of industry experience and have been ranked as a top 10 mortgage broker in the country. Our award-winning team is dedicated to providing exceptional customer service and personalized support throughout the mortgage process. Whether you are buying a new home, refinancing, or tapping into your home equity, we are here to help you achieve your financial goals. Our wide range of mortgage products and tools, including the My QMG Home app, are designed to make the mortgage financing experience seamless and convenient for you. Loans are subject to credit, property, and underwriting approval by third-party mortgage lenders. We are licensed in various states and are committed to transparency and compliance. Contact us today to explore our programs and get an estimation on your monthly payments.
399 Knollwood Rd #320, White Plains, NY 10603, United States -
NFP Property & Casualty Services
● OpenNFP Property & Casualty Services is an insurance agency located at 707 Westchester Avenue in White Plains, New York. We specialize in providing a wide range of property and casualty insurance services to individuals and businesses. Our experienced team of insurance professionals is dedicated to helping our clients find the best coverage options to protect their assets and mitigate risks. Whether you are looking for home, auto, or business insurance, NFP Property & Casualty Services is here to help you navigate the complex world of insurance and secure the coverage you need. Contact us today to learn more about our services and how we can help you protect what matters most.
707 Westchester Ave Ste 201, White Plains, NY 10604, United States -
Thomas F Wayne - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedThomas F Wayne is a Financial Advisor at Ameriprise Financial Services, LLC located at 5 Palisades Drive, Albany, New York, United States. Thomas F Wayne 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®, 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®. These certifications demonstrate Thomas F Wayne's expertise and commitment to providing comprehensive financial planning services to individuals and businesses. Whether you are looking for retirement planning, estate planning, investment management, or insurance advice, Thomas F Wayne has the knowledge and experience to help you achieve your financial goals.
5 Palisades Dr # 320, Albany, NY 12205, United States -
Michael Lanuto - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedMichael Lanuto is a Financial Advisor at Ameriprise Financial Services, LLC located at 4 Atrium Drive in Albany, New York, United States. Michael Lanuto holds various certifications such as 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®. These certifications demonstrate Michael Lanuto's expertise in asset management, retirement planning, estate planning, investment management, and financial planning for various client needs. Michael Lanuto is committed to providing high-quality financial advice and services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement.
4 Atrium Dr # 200, Albany, NY 12205, United States -
Peter Bazanos - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedPeter Bazanos is a financial advisor at Ameriprise Financial Services, LLC located at 5 Palisades Drive, Albany, New York, United States. He 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®, 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®. These certifications demonstrate his expertise in various financial planning areas such as asset management, retirement planning, estate planning, investment management, risk management, and more. Peter Bazanos is dedicated to providing comprehensive and tailored financial advice to his clients, helping them achieve their financial goals and secure their financial future.
5 Palisades Dr # 320, Albany, NY 12205, United States -
Holcombe Abstract Corporation
● ClosedHolcombe Abstract Corporation is an insurance agency located at 170 Youngs Road in Westport, New York, United States. We specialize in providing abstract and title insurance services to individuals and businesses in the area. Our experienced team is dedicated to ensuring that our clients have the protection they need for their real estate transactions. Contact us today for all your insurance needs.
170 Youngs Rd, Westport, NY 12993, United States -
Alleghany Corporation Dl Corporation
● ClosedAlleghany Corporation DL Corporation is a well-established hardware store located at 2425 Brooklyn-Queens Expressway in New York, United States. Our store offers a wide range of tools, equipment, and supplies for all of your DIY and home improvement needs. With a knowledgeable staff and a vast selection of products, we are dedicated to providing excellent customer service and helping you find the perfect solution for any project. Visit us today and see why Alleghany Corporation DL Corporation is your one-stop shop for all things hardware.
2425 Brooklyn-Queens Expy, Woodside, NY 11377, United States -
Larry Rosenberg Title Insurance NYC
● ClosedLarry Rosenberg Title Insurance NYC is a reputable insurance agency located at 463 7th Avenue, New York, New York, United States. Led by the experienced and professional Larry Rosenberg, the agency specializes in insuring commercial and residential title transactions throughout the United States. With a keen eye for detail and a dedicated in-house team, Larry Rosenberg Title Insurance NYC guides clients through the closing process with unrivaled expertise. Larry Rosenberg, a native New Yorker, has been a passionate partner at Langdon Title in New York City for over a decade. With a background in tradeshow exhibit building and a strong commitment to philanthropy, family, and community building, Larry brings a unique perspective to the title insurance industry. He is known for his personalized service, expertise, and quality of execution in handling a wide range of transactions, from large commercial deals to residential purchases and mortgage refinances.
463 7th Ave #701, New York, NY 10018, United States -
First American Title Insurance Co
● ClosedFirst American Title Insurance Co is a reputable insurance agency located at 17C West Broadway in New York, New York. Specializing in title insurance, this institution provides protection and peace of mind for homeowners, lenders, and real estate professionals. With a commitment to excellence and customer satisfaction, First American Title Insurance Co is dedicated to ensuring a smooth and secure real estate transaction process for all parties involved.
17C W Broadway, New York, NY 10007, United States -
Raymond Eng - Financial Advisor, Ameriprise Financial Services, LLC
● OpenRaymond Eng is a Financial Advisor at Ameriprise Financial Services, LLC located at 455 West 23rd Street, New York, New York, United States. Raymond Eng holds various certifications and designations 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. Raymond Eng specializes in providing financial advice and planning for individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a strong focus on ethics and comprehensive knowledge of asset management, investment strategies, estate planning, and insurance products, Raymond Eng is dedicated to helping clients achieve their financial goals.
455 W 23rd St #1F, New York, NY 10011, United States -
We Lend
● ClosedWe Lend is a leading finance institution located at 88-10 136th Street in New York, United States. We specialize in providing a wide range of lending services to individuals and businesses in need of financial support. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals through personalized loan solutions. Whether you need a personal loan, business loan, or mortgage, We Lend is here to help you every step of the way. Visit us today to learn more about our competitive rates and flexible repayment options.
88-10 136th St, Queens, NY 11418, United States -
IKAHN CAPITAL
● ClosedLocated at 160 Pearl Street in New York, New York, iKahn Capital is a full-service financing company specializing in providing alternative funding options for small business owners. With twelve in-house underwriters and access to more funding and better rates than competitors, iKahn Capital offers quick and easy access to working capital. By offering services to over 250 industries, iKahn Capital has become a trusted resource for thousands of small business owners nationwide. Whether you need financing for marketing, unexpected expenses, hiring quality employees, purchasing equipment, or refinancing debt, iKahn Capital has a solution for you. With a simple application process and funding available within 24 hours, iKahn Capital aims to support the growth and success of small businesses. Their team of experts takes the time to listen to each merchant's unique story and goals, offering personalized funding options and consulting services to help businesses thrive.
160 Pearl St, New York, NY 10005, United States -
Steven J Litner - Financial Advisor, Ameriprise Financial Services, LLC
● OpenSteven J Litner, a Financial Advisor at Ameriprise Financial Services, LLC, located at 200 West 41st Street, New York, New York, offers a wide range of financial services to meet the needs of individuals and businesses. With 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®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and CFMA®, Steven J Litner is equipped to provide expert advice on asset management, retirement planning, estate planning, investment strategies, insurance products, and more. With a commitment to ethical practices and ongoing education, Steven J Litner is dedicated to helping clients make informed financial decisions and achieve their goals.
200 W 41st St 21st floor, New York, NY 10036, United States -
David Brian Volkman - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedDavid Brian Volkman is a financial advisor at Ameriprise Financial Services, LLC, located at 455 West 23rd Street in New York, New York, United States. He 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®, 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®. These certifications demonstrate his expertise in asset management, retirement planning, estate planning, investment strategies, and more. David Brian Volkman is dedicated to providing comprehensive financial advice to individuals, retirees, small business owners, and high net worth clients.
455 W 23rd St # 1F, New York, NY 10011, United States -
Peter Levine - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedPeter Levine is a financial advisor at Ameriprise Financial Services, LLC located at 481 8th Avenue in New York, New York, United States. He 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, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor®. These certifications demonstrate his expertise in asset management, estate planning, retirement planning, investment strategies, and more. Peter Levine is committed to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients.
481 8th Ave #1130, New York, NY 10001, United States -
Danielle Giordano - Financial Advisor, Ameriprise Financial Services, LLC
● OpenDanielle Giordano is a Financial Advisor at Ameriprise Financial Services, LLC located at 200 West 41st Street, New York, New York, United States. She holds various certifications such as 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®. These certifications demonstrate her expertise and commitment to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. She is dedicated to helping clients make informed decisions and achieve their financial goals.
200 W 41st St 21st floor, New York, NY 10036, United States -
Lauraine Anton - Financial Advisor, Ameriprise Financial Services, LLC
● OpenLauraine Anton - Financial Advisor at Ameriprise Financial Services, LLC, located at 455 West 23rd Street in New York, offers a wide range of financial services. Lauraine Anton 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®, 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®. These certifications demonstrate expertise in areas such as asset management, estate planning, retirement planning, investment management, and more. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, Lauraine Anton can provide personalized financial advice to help you achieve your goals.
455 W 23rd St Ste 1F, New York, NY 10011, United States -
Jennifer R Filocomo - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedJennifer R Filocomo is a financial advisor at Ameriprise Financial Services, LLC located at 455 West 23rd Street in New York, New York, United States. Jennifer 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®, 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®. These certifications demonstrate Jennifer's expertise in areas such as asset management, retirement planning, estate planning, investment strategies, risk management, and more. Jennifer is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a focus on ethics and continuing education, Jennifer ensures that clients receive the highest level of financial advice and support.
455 W 23rd St Ste 1F, New York, NY 10011, United States -
Sandra Smith - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedSandra Smith is a Financial Advisor at Ameriprise Financial Services, LLC located at 530 5th Avenue, New York, New York, United States. Sandra holds various certifications such as 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®. These certifications demonstrate Sandra's expertise and commitment to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. Sandra specializes in asset management, estate planning, retirement planning, investment strategies, insurance products, and more. Contact Sandra Smith at Ameriprise Financial Services for all your financial planning needs.
530 5th Ave 10th floor, New York, NY 10036, United States -
Garrett Hurley - Financial Advisor, Ameriprise Financial Services, LLC
● OpenGarrett Hurley - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 200 West 41st Street, New York, New York, United States. Garrett Hurley holds multiple 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®. These certifications demonstrate Garrett Hurley's expertise and commitment to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. Garrett Hurley is also trained to assist veterans and military personnel through the Certified Military Financial Advisor® (CFMA®) designation. With a focus on ethical practices and real-world application of investment concepts, Garrett Hurley is dedicated to helping clients achieve their financial goals.
200 W 41st St Fl 21, New York, NY 10036, United States -
Jose Pichardo - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedJose Pichardo is a Financial Advisor at Ameriprise Financial Services, LLC located at 530 5th Avenue, New York, New York, United States. He holds various certifications such as 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®. These certifications demonstrate his expertise in asset management, retirement planning, estate planning, investment management, and more. With a commitment to ethical practices and continuing education, Jose Pichardo provides comprehensive financial advice to his clients, helping them achieve their financial goals.
530 5th Ave 10th floor, New York, NY 10036, United States -
Karen Aroety - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedKaren Aroety is a Financial Advisor at Ameriprise Financial Services, LLC located at 530 5th Avenue, New York, New York, United States. Karen 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®, 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®. These certifications demonstrate Karen's expertise in various financial areas such as asset management, retirement planning, estate planning, investment analysis, and more. Karen is dedicated to providing personalized financial advice and solutions to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a strong commitment to ethical practices and ongoing education, Karen ensures that clients receive comprehensive and tailored financial strategies to help them achieve their goals.
530 5th Ave 10th floor, New York, NY 10036, United States
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