TOP 30 Specialized underwriting in New York, New York
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Thomas Joseph Mc Keever - Financial Advisor, Ameriprise Financial Services, LLC
● OpenThomas Joseph McKeever is a financial advisor at Ameriprise Financial Services, LLC located at 1855 Victory Boulevard in New York, United States. He 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®, 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, risk management, and more. Thomas Joseph McKeever is dedicated to providing comprehensive and personalized financial advice to his clients, helping them achieve their financial goals and secure their financial future.
1855 Victory Blvd, Staten Island, NY 10314, United States -
John Fraser - Financial Advisor, Ameriprise Financial Services, LLC
● OpenJohn Fraser is a financial advisor at Ameriprise Financial Services, LLC located at 2025 Richmond Avenue in New York, United States. He 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 his expertise in asset management, estate planning, retirement planning, investment management, and more. John Fraser is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement.
2025 Richmond Ave Ste 200, Staten Island, NY 10314, United States -
Vincent De Vita - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedVincent De Vita - Private Wealth Advisor, Ameriprise Financial Services, LLC is a prestigious finance institution located at 1430 Broadway, New York, New York, United States. Vincent De Vita holds multiple 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®, 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 cover a wide range of financial planning and investment topics, ensuring that Vincent De Vita is well-equipped to provide expert advice and services to clients. Whether you are seeking assistance with asset management, retirement planning, estate planning, investment strategies, insurance products, or any other financial need, Vincent De Vita has the knowledge and expertise to help you achieve your financial goals. With a commitment to ethics and ongoing education, Vincent De Vita is dedicated to providing top-notch financial services to individuals, retirees, small business owners, high net worth clients, and more. Contact Vincent De Vita - Private Wealth Advisor, Ameriprise Financial Services, LLC today for personalized financial guidance and support.
1430 Broadway #305, New York, NY 10018, United States -
Tony C Yang - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenTony C Yang - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located in New York, New York, United States. The institution offers a range of certifications and designations for its advisors, 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 cover a variety of financial planning and investment topics, ensuring that advisors are well-equipped to provide expert advice to their clients. The institution is committed to providing high-quality financial services and helping clients achieve their financial goals.
1185 Avenue Of The Americas, Fl 3, New York, NY 10036, United States -
George Lukovenko - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedGeorge Lukovenko is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 1430 Broadway, 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®. George Lukovenko specializes in providing comprehensive financial planning services for individuals, retirees, small business owners, high net worth clients, and those planning for retirement. He is committed to upholding the highest standards of ethics and professionalism in the field of finance.
1430 Broadway #305, New York, NY 10018, United States -
Daniel Buckley - Financial Advisor, Ameriprise Financial Services, LLC
● OpenDaniel 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.
2025 Richmond Ave Ste 200, Staten Island, NY 10314, United States -
Eric P Storberg - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedEric P Storberg is a financial advisor at Ameriprise Financial Services, LLC located at 1 Teleport Drive in New York, United States. Eric 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®. With extensive knowledge and expertise in various financial planning areas, Eric is dedicated to providing comprehensive and tailored financial solutions to individuals, retirees, small business owners, and high net worth clients. Whether you are looking for retirement planning, estate planning, investment management, or insurance products, Eric is committed to helping you achieve your financial goals. Contact Eric P Storberg today for expert financial advice and personalized wealth management services.
1 Teleport Dr Ste 206, Staten Island, NY 10311, United States -
Michael Eisenbraun - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedMichael Eisenbraun is a Financial Advisor at Ameriprise Financial Services, LLC, located at 1441 South Avenue, New York, United States. Michael 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 Michael's expertise in areas such as asset management, retirement planning, estate planning, investment management, and financial planning for individuals with special needs or in the military. With a focus on ethical practices and continuous education, Michael is dedicated to providing comprehensive financial advice and planning services to his clients.
1441 South Ave Ste 204, Staten Island, NY 10314, United States -
Andrew Cohen - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedAndrew Cohen - Financial Advisor, Ameriprise Financial Services, LLC, located in New York, New York, United States, offers a wide range of financial services to meet the diverse needs of individuals. Andrew Cohen is a certified 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® professional. With expertise in asset management, retirement planning, estate planning, investment strategies, and more, Andrew Cohen is dedicated to providing top-quality financial advice and services to clients. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, Andrew Cohen can help you navigate the complex world of finance with confidence and peace of mind.
1345 Avenue Of The Americas Fl 33, Ofc 33138, New York, NY 10105, United States -
Edie Haughney - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedEdie Haughney is a Financial Advisor at Ameriprise Financial Services, LLC located in Pearl River, 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 in various areas of finance and wealth management, allowing her to provide comprehensive and specialized financial advice to her clients. With a focus on ethical practices and continuous education, Edie Haughney is dedicated to helping individuals and businesses achieve their financial goals.
1 Blue Hill Plz Ste 1509 Lbby Level, Pearl River, NY 10965, United States -
Jean Kim Sears - Financial Advisor, Ameriprise Financial Services, LLC
● OpenJean Kim Sears is a financial advisor at Ameriprise Financial Services, LLC located at 90 North Broadway in Irvington, New York, United States. Jean Kim Sears 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®, 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 Jean Kim Sears' expertise in various financial planning areas such as asset management, retirement planning, estate planning, investment strategies, insurance products, and more. With a commitment to ethical standards and continuing education, Jean Kim Sears is dedicated to providing comprehensive and personalized financial advice to clients.
90 N Broadway Suite 104, Irvington, NY 10533, United States -
Chris McIlraith - Financial Advisor, Ameriprise Financial Services, LLC
● OpenChris 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.
200 W 41st St Fl 21, New York, NY 10036, United States -
Joseph M Sullivan - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedJoseph M Sullivan is a Financial Advisor at Ameriprise Financial Services, LLC, located at 530 5th Avenue in New York, New York, United States. Joseph 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 Joseph's expertise in various areas of finance, including asset management, estate planning, retirement planning, investment management, and more. Joseph is committed to providing clients with comprehensive and personalized financial advice to help them achieve their financial goals.
530 5th Ave 10th floor, New York, NY 10036, United States -
Marc Rienas - Associate Financial Advisor, Ameriprise Financial Services, LLC
● OpenMarc Rienas is an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 399 Knollwood Road in White Plains, New York, United States. Marc Rienas 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, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Marc Rienas' expertise in asset management, retirement planning, estate planning, investment strategies, and more. With a commitment to ethical practices and ongoing education, Marc Rienas is dedicated to providing comprehensive financial advice and support to clients, including veterans and military personnel. Contact Marc Rienas at Ameriprise Financial Services, LLC for expert financial guidance tailored to your individual needs.
399 Knollwood Rd Ste 212, White Plains, NY 10603, United States -
Bobby Bakshi - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedBobby Bakshi is a Financial Advisor at Ameriprise Financial Services, LLC located at 122 East 42nd Street in New York, United States. Bobby 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, 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 Bobby's expertise in asset management, estate planning, retirement planning, investment strategies, and more. With a focus on providing comprehensive financial planning services, Bobby Bakshi is dedicated to helping clients achieve their financial goals with integrity and professionalism.
122 E 42nd St #2215, New York, NY 10168, United States -
Douglas Messina - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedDouglas Messina - Financial Advisor, Ameriprise Financial Services, LLC, located at 300 East 40th Street, New York, New York, United States, offers a range of financial services to meet the diverse needs of individuals. With 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®, 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®, clients can trust in the expertise and commitment to excellence provided by the institution. The team at Douglas Messina - Financial Advisor, Ameriprise Financial Services, LLC, is dedicated to helping clients make informed decisions about their financial future, whether it be retirement planning, investment strategies, estate planning, or insurance products. With a focus on ethical practices and ongoing education, clients can feel confident in the advice and guidance they receive from this reputable institution.
300 E 40th St Apt 28r, New York, NY 10016, United States -
Ellen H Fuentes - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedEllen H Fuentes is a Financial Advisor at Ameriprise Financial Services, LLC located at 3 Elmhurst Avenue in New York, United States. Ellen 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®. Ellen provides comprehensive financial planning services and specializes in asset management, retirement planning, estate planning, investment strategies, insurance products, and more. With a strong commitment to ethics and continuing education, Ellen is dedicated to helping individuals achieve their financial goals and secure their financial future. Contact Ellen H Fuentes today for expert financial advice and personalized financial planning services.
4130 75th St, 3 Elmhurst Ave Fl 1 Ste, Elmhurst, NY 11373, United States -
Ralph Fatigate - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedRalph 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.
767 3rd Ave Fl 38th, New York, NY 10017, United States -
Gerald Di Chiara - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedGerald Di Chiara - Financial Advisor, Ameriprise Financial Services, LLC is a prestigious finance institution located at 530 5th Avenue, New York, New York, United States. The institution offers a range of financial services and is staffed with professionals who hold various certifications and designations such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planners™, 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 and designations ensure that the advisors at Gerald Di Chiara are well-equipped to provide expert financial advice and services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. Whether you need assistance with asset management, estate planning, retirement planning, investment strategies, or insurance products, the professionals at Gerald Di Chiara are dedicated to helping you achieve your financial goals.
530 5th Ave 10th floor, New York, NY 10036, United States -
Vicki W Li - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedVicki W Li is a Financial Advisor at Ameriprise Financial Services, LLC located at 530 5th Avenue in New York, New York, United States. Vicki W Li 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®, 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®. Vicki W Li is dedicated to providing expert financial advice and services to individuals, retirees, small business owners, and high net worth clients, with a focus on asset management, investment strategies, estate planning, retirement planning, and risk management. As a Certified Military Financial Advisor®, Vicki W Li is also trained to serve veterans and active duty military personnel. With a commitment to ethics and ongoing education, Vicki W Li is well-equipped to help clients make informed financial decisions and achieve their financial goals.
530 5th Ave 10th floor, New York, NY 10036, United States -
James Tipper Sears - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedJames Tipper Sears is a Financial Advisor at Ameriprise Financial Services, LLC located at 90 North Broadway, Irvington, New York, United States. James Tipper Sears 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 Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. With expertise in asset management, retirement planning, estate planning, investment strategies, and more, James Tipper Sears is dedicated to providing comprehensive financial services to individuals and small business owners.
90 N Broadway Suite 104, Irvington, NY 10533, United States -
John Ross - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedJohn Ross - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 2025 Richmond Avenue, New York, United States, offers a wide range of financial services to cater to the needs of individuals looking for expert asset management. John Ross 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®. With these certifications, John Ross is equipped to provide comprehensive financial planning services to clients, including retirement planning, estate planning, risk management, and investment strategies. John Ross is dedicated to helping clients achieve their financial goals and secure their financial future.
2025 Richmond Ave Ste 200, Staten Island, NY 10314, United States -
Thomas Nicolosi - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedThomas Nicolosi, a Financial Advisor at Ameriprise Financial Services, LLC, located at 1 Teleport Drive, New York, United States. Thomas Nicolosi 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®. These certifications demonstrate Thomas Nicolosi's expertise and commitment to providing comprehensive financial planning services to individuals and small business owners. Contact Thomas Nicolosi today for expert advice on asset management, retirement planning, estate planning, and more.
1 Teleport Dr #206, Staten Island, NY 10311, United States -
Michael Schwartz - Financial Advisor, Ameriprise Financial Services, LLC
● OpenMichael Schwartz is a financial advisor at Ameriprise Financial Services, LLC located at 3105 Quentin Road in New York, United States. He 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®, 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 areas of financial planning and asset management, ensuring that he can provide comprehensive and personalized financial advice to his clients. Schwartz is dedicated to helping individuals, retirees, small business owners, and high net worth clients achieve their financial goals through strategic investment planning, estate planning, risk management, and retirement planning. His commitment to ethical practices and continuing education sets him apart as a trusted and knowledgeable financial advisor in the industry.
3105 Quentin Rd, Brooklyn, NY 11234, United States -
Insurance Express
● ClosedInsurance Express is a trusted insurance agency located at 1685 Grand Avenue in Baldwin, New York. With decades of experience serving Long Island's Nassau and Suffolk Counties, as well as Queens and Brooklyn, Insurance Express offers a wide range of insurance services including auto, homeowners, flood, commercial vehicle, truck, motorcycle, business, and umbrella policies. Specializing in providing the best insurance value to residents of Baldwin, Freeport, Oceanside, Rockville Centre, Merrick, Lynbrook, and many other towns and cities from Brooklyn to Montauk, Insurance Express is your go-to agency for all your insurance needs. Whether you need a custom quote for auto insurance, car insurance, business insurance, or flood insurance, Linda and her team are here to help.
1685 Grand Ave Suite C, Baldwin, NY 11510, United States -
Scottish American Insurance General Agency, Inc
● ClosedScottish American Insurance General Agency, Inc is an insurance agency located at 3407 Steinway Street in New York, United States. As a specialty wholesaler, they have access to over 490 insurers worldwide and are also a Lloyds Coverholder, MGA, and Program Manager offering exclusive underwriting solutions for various industry classifications. The team at Scottish American Insurance General Agency, Inc works hard, plays hard, and enjoys their work. Visit their office at 12700 Park Central Drive, Suite 510 in Dallas, TX 75251 for all your insurance needs.
3407 Steinway St Ste 201, Astoria, NY 11101, United States -
Worldwide Insurance Brokerage
● OpenWorldwide Insurance Brokerage, located at 616 Avenue I in New York, United States, is a boutique insurance agency specializing in providing tailored insurance solutions for businesses with complex needs. With a focus on real estate and construction, we offer comprehensive coverage to protect your assets and investments. Our team of experts thinks differently, providing creative solutions, flexible underwriting, and attentive personal service to meet your unique needs. As your trusted insurance advisor, we are dedicated to ensuring your financial security and quality of life through expert advice and personalized attention. At Worldwide Insurance, we strive to offer a concierge client experience by giving you the power of choice from top-rated national and regional insurance carriers. Contact us at the Graybar Building, 420 Lexington Avenue, New York, NY 10170 to learn more about how we can help you plan for the unexpected and protect your future.
616 Avenue I, Brooklyn, NY 11230, United States -
BNP COVERAGE INC.
● ClosedBNP Coverage Inc. is a leading insurance agency located at 216-22 Jamaica Avenue in New York, United States. Specializing in auto, home, and life insurance, BNP Insurance is known for providing competitive quotes that include all eligible discounts. With a focus on both personal and commercial properties, as well as vehicles, BNP Insurance offers the lowest rates thanks to their underwriting expertise. Established in 2002, BNP Insurance is an independent brokerage, allowing them to provide unbiased advice and personalized service to their clients. Whether you are a family, individual, or business owner, BNP Insurance can help you find the right coverage for your needs.
216-22 Jamaica Ave, Queens Village, NY 11428, United States -
SkiSafe
● ClosedSkiSafe is an insurance agency located at 1 Hollow Lane, New Hyde Park, New York, United States. We specialize in providing cheap boat insurance quotes online for various states including Florida, California, Michigan, New York, Texas, and Washington. Our online quote center offers insurance options for different types of boats including bass boats, center console boats, inboard motor yachts, pontoon boats, PWC/jet skis, sailboats, ski & wake inboard boats, and yachts. With a focus on safety and savings, we offer discounts for completing safety courses and maintaining a clean boating record. Our experienced underwriters provide unmatched coverage and custom policies tailored to each boater's needs. Customers have praised SkiSafe for our excellent customer service, quick claims processing, and competitive rates. Whether you're a first-time boat owner or a seasoned boater, SkiSafe is here to provide you with the boat insurance experience you deserve.
1 Hollow Ln, New Hyde Park, NY 11042, United States -
ANI Insurance
● ClosedANI Insurance is a trusted insurance agency located at 111 Parce Avenue in Fairport, New York. 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 auto, home, life, or business insurance, we have you covered. With our extensive knowledge and experience in the industry, you can trust us to help you find the right coverage at the right price. Contact us today to learn more about how we can protect what matters most to you.
111 Parce Ave #19, Fairport, NY 14450, United States
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