TOP 10 Tailored financial advice in New York City, New York

Edward Jones - Financial Advisor: Scott R Posner, CFP® is a reputable financial institution located at 542 North Country Road in Saint James, New York. As a Certified Financial Planner, Scott R Posner provides expert financial advice and guidance to clients looking to secure their financial futures. With a focus on personalized service and tailored financial solutions, Edward Jones is dedicated to helping individuals and families achieve their financial goals. Whether you are planning for retirement, saving for education, or investing for the future, Scott R Posner and the team at Edward Jones are committed to providing the highest level of professionalism and expertise in the finance industry.

Edward Jones - Financial Advisor: Eliel H Pimentel, CFP® is a trusted financial institution located at 100 South Jersey Avenue in Setauket- East Setauket, New York. As a Certified Financial Planner, Eliel Pimentel provides personalized financial planning services to help clients achieve their long-term financial goals. With a focus on building strong relationships and providing expert advice, Edward Jones is dedicated to helping individuals and families secure their financial futures. Visit us today to learn how we can help you plan for a secure financial future.

Susan Whitcomb is a highly experienced and knowledgeable financial advisor at Ameriprise Financial Services, LLC. Located at 842 Fort Salonga Road in Northport, New York, Susan offers personalized financial planning services to help clients achieve their financial goals. With a focus on providing comprehensive financial advice and guidance, Susan is dedicated to helping individuals and families secure their financial future. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, Susan Whitcomb can help you navigate the complex world of finance with confidence. Contact her today to schedule a consultation and start planning for a brighter financial future.

Hawkes Financial is a reputable finance institution located at 77 Bedford Road in Katonah, New York, United States. With a team of experienced financial experts, Hawkes Financial offers a wide range of financial services to individuals and businesses. From investment planning to wealth management, Hawkes Financial is dedicated to helping clients achieve their financial goals. Visit us today to learn more about our personalized financial solutions.

Zachary Norman, a financial advisor at Ameriprise Financial Services, LLC in Pleasantville, New York, provides expert guidance and personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships and understanding each client's unique needs, Zachary Norman offers tailored investment strategies, retirement planning, estate planning, and more. Located at 427 Bedford Road, Zachary Norman is dedicated to helping individuals and families make informed decisions about their financial future.

Jason Burt - Financial Advisor at Ameriprise Financial Services, LLC, located at 427 Bedford Road, Pleasantville, New York, offers a wide range of financial services and expertise. Jason Burt holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his commitment to providing clients with the highest level of financial planning and investment advice. With a focus on estate planning, retirement planning, asset management, and investment strategies, Jason Burt is dedicated to helping individuals and small business owners achieve their financial goals. Whether you are looking for advice on fixed-rate and variable annuities, retirement income planning, or comprehensive estate planning, Jason Burt has the knowledge and expertise to guide you through the complex world of finance. Contact Jason Burt at Ameriprise Financial Services, LLC for personalized financial advice tailored to your specific needs.

At Edward Jones - Financial Advisor: Marie A Green, located at 3565 Crompond Road in Cortlandt, New York, you can trust in personalized financial advice and guidance from a dedicated professional. Specializing in finance, Marie A Green is committed to helping clients achieve their financial goals through tailored strategies and expert knowledge. Whether you are planning for retirement, saving for college, or investing for the future, you can rely on Edward Jones - Financial Advisor: Marie A Green to provide the support and expertise you need to secure your financial future.

Brigitte M Davison, a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 200 Summit Lake Drive in Valhalla, New York, offers a comprehensive range of financial services to meet the needs of individuals and businesses. Brigitte M Davison holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing her expertise in asset management, estate planning, retirement planning, and investment strategies. With a focus on ethical practices and continuing education, Brigitte M Davison provides personalized financial advice to help clients achieve their financial goals. Whether you are planning for retirement, managing investments, or navigating complex financial decisions, Brigitte M Davison can provide the guidance and expertise you need. Contact Brigitte M Davison today to learn more about how she can help you secure your financial future.

Darrel Upson - Private Wealth Advisor at Ameriprise Financial Services, LLC is located at 427 Bedford Road, Pleasantville, New York, United States. As a recipient of the Ameriprise Client Experience Award, we prioritize what is most important to you, whether it be retirement planning, education savings, or major purchases. We provide personalized investment and portfolio recommendations based on your goals and risk tolerance. Our team at Hudson Peak Wealth Advisors is dedicated to helping you track your progress towards your financial goals and adjusting your plan as life changes. With secure online access to your accounts, you can easily monitor your investments and progress. Schedule a complimentary initial consultation to learn more about how we can help you achieve financial success. Securities offered through Ameriprise Financial Services, LLC, Member FINRA and SIPC. Darrel Upson is registered to conduct securities business in certain states. Let's meet to discuss your financial goals and create a plan for a more confident financial future.

Edward Jones - Financial Advisor: Nicholas M Colombo, CEPA® is a reputable financial institution located at 200 Business Park Drive in Armonk, New York. Specializing in finance, this institution offers expert advice and personalized financial planning services to help clients achieve their financial goals. With a focus on providing top-notch customer service and a commitment to excellence, Edward Jones - Financial Advisor: Nicholas M Colombo, CEPA® is a trusted partner for individuals looking to secure their financial future.

Capstone Financial Services is a leading finance institution located at 11 Taylor Road in Mount Kisco, New York, United States. Our team of experienced professionals provide a wide range of financial services including investment advice, retirement planning, wealth management, and more. We are dedicated to helping our clients achieve their financial goals and secure their future. Contact us today to learn more about how Capstone Financial Services can help you navigate the complexities of the financial world.

Edward Jones - Financial Advisor: Benjamin Harrison, CFP®|AAMS™ is a reputable finance institution located at 26 South Greeley Avenue in Chappaqua, New York, United States. With a team led by certified financial planner Benjamin Harrison, they provide expert advice and personalized financial solutions to help clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, Edward Jones is dedicated to providing top-notch financial services tailored to your specific needs. Trust in their expertise and experience to guide you towards a secure financial future.

Jared D Lynne - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 427 Bedford Road, Pleasantville, New York, United States, offers a wide range of financial services and expertise. Jared D Lynne 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 Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor®. These certifications demonstrate Jared D Lynne's commitment to providing comprehensive and specialized financial planning 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 strategies, or insurance products, Jared D Lynne has the knowledge and expertise to help you achieve your financial goals. Contact Jared D Lynne - Private Wealth Advisor at Ameriprise Financial Services, LLC for personalized and professional financial advice.

Raymond James Financial Services is a reputable finance institution located at 20 Maple Avenue in Armonk, New York, United States. With a strong presence in the financial industry, Raymond James offers a wide range of services including wealth management, investment banking, and financial planning. Their team of experienced professionals is dedicated to providing personalized financial solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial markets, Raymond James Financial Services is committed to helping you secure a strong financial future.

Edward Jones - Financial Advisor: Patrick W Sunday, CEPA® is a leading financial institution located in Armonk, New York. With a focus on providing personalized financial planning and investment services, our team is dedicated to helping individuals and families achieve their financial goals. As a Certified Exit Planning Advisor (CEPA®), Patrick W Sunday brings a wealth of expertise and experience to help clients navigate the complexities of financial planning and wealth management. Whether you are looking to plan for retirement, save for your children's education, or grow your investment portfolio, our team at Edward Jones is here to help you every step of the way. Visit us at 200 Business Park Drive to start your journey towards financial success today.

The Morris Group - Insurance & Financial Services is a finance and insurance agency located at 70 Old Byram Lake Road in Armonk, New York. Led by Robby Morris, the institution is dedicated to helping individuals, families, and businesses protect their loved ones, accumulate wealth to meet financial goals, and plan for a secure retirement. With a commitment to providing personalized services that meet the unique needs of each client, Robby Morris builds relationships based on trust and confidentiality. By offering a range of insurance and financial products, the institution helps clients implement effective plans and solutions to achieve their long-term financial objectives. Whether it's funding a child's education, protecting family members, or ensuring retirement security, The Morris Group is there to guide clients through the complex world of finance and insurance. With a focus on planning and strategic decision-making, Robby Morris helps clients take control of their financial futures and prepare for any surprises that may arise. As a licensed agent with New York Life Insurance Company and other independent insurance companies, Robby Morris offers a comprehensive range of services to individuals in various states. With a thoughtful approach to financial matters, The Morris Group is dedicated to helping clients navigate life's financial challenges with confidence and peace of mind.

Summit Lake Financial Management Group - Ameriprise Financial Services, LLC, located at 100 Summit Lake Drive in Valhalla, New York, is a finance institution dedicated to building strong and trusting relationships with each client. Our team of Financial Advisors works closely with clients to understand their personal and financial goals, offering tailored strategies for retirement planning, wealth accumulation, tax optimization, long-term care, and estate planning. We prioritize client satisfaction and strive to provide exceptional service and advice to help individuals, families, and businesses achieve their financial objectives. Our advisors are registered in specific U.S. states and adhere to strict regulatory guidelines to ensure the best interests of our clients.

Edward Jones - Financial Advisor: Judi R McAnaw is a finance institution located at 200 Business Park Drive in Armonk, New York, United States. With a focus on personalized financial planning and investment strategies, Judi R McAnaw provides expert advice and guidance to help clients achieve their financial goals. Whether you are planning for retirement, saving for a child's education, or looking to grow your wealth, Edward Jones - Financial Advisor: Judi R McAnaw can help create a customized financial plan tailored to your individual needs. With a commitment to integrity and client satisfaction, this institution is dedicated to helping you secure a stable financial future.

Charles Camilleri is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 200 Summit Lake Drive, Valhalla, New York, United States. Charles 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 Charles' expertise in asset management, retirement planning, estate planning, investment strategies, risk management, and financial planning for various client needs including retirees, small business owners, high net worth individuals, and those with special needs. Charles is committed to providing comprehensive financial advice and helping clients achieve their financial goals in a professional and ethical manner.

Gregory Feighan - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 100 Summit Lake Drive in Valhalla, New York, United States. The institution offers a range of certifications and designations to ensure that their advisors have the expertise and knowledge needed to provide top-notch financial services to their clients. These certifications include 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 cover a wide range of financial planning areas, ensuring that clients receive comprehensive and tailored advice for their unique needs. With a focus on ethics and professionalism, Gregory Feighan - Private Wealth Advisor, Ameriprise Financial Services, LLC is dedicated to providing high-quality financial services to individuals and businesses alike.

Eric W Leimgruber is a Financial Advisor at Ameriprise Financial Services, LLC located at 100 Summit Lake Drive, Valhalla, New York, United States. Eric holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, estate planning, retirement planning, and investment strategies. With a strong commitment to ethical practices and continuous education, Eric provides personalized financial solutions to individuals, retirees, small business owners, and high net worth clients. Whether you need assistance with portfolio management, risk management, tax planning, or insurance products, Eric is dedicated to helping you achieve your financial goals. Contact Eric W Leimgruber for comprehensive financial advice and guidance tailored to your unique needs.

Boxer, Silva & Associates - Ameriprise Financial Services, LLC is a finance institution located at 200 Summit Lake Drive in Valhalla, New York, United States. Our team of Ameriprise financial advisors are registered to do business in certain U.S. states and are dedicated to helping clients achieve their financial goals. During an initial consultation, we provide an overview of financial planning concepts to determine what is most important to you. Please note that you will not receive written analysis or recommendations during this consultation. While we cannot guarantee future financial results, we are committed to helping you make informed decisions about your finances. Our website provides important information about our corporate entities, rules and regulations, privacy and security measures, and how to protect yourself from email fraud. We are a member of FINRA and SIPC, and we appreciate the opportunity to assist your friends or family members with their financial goals. If you refer someone to us, they can expect to hear from us soon. Feel free to inform them in advance that we will be in touch. Thank you for considering Boxer, Silva & Associates - Ameriprise Financial Services, LLC for your financial needs.

Santo Briganti - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 100 Summit Lake Drive, Valhalla, New York, United States. The institution offers a range of certifications and designations to 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 topics such as asset management, estate planning, retirement planning, investment strategies, and more. Advisors at Santo Briganti - Private Wealth Advisor are trained to provide expert financial advice and planning services to a diverse range of clients, including veterans and individuals with special needs.

Joseph Silva is a Financial Advisor at Ameriprise Financial Services, LLC located at 200 Summit Lake Drive in Valhalla, New York, United States. With a range of 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®, 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®, Joseph Silva is equipped to provide expert financial advice tailored to individual needs. Whether you are planning for retirement, managing investments, or navigating complex financial situations, Joseph Silva has the knowledge and experience to help you make informed decisions. Contact Joseph Silva today for comprehensive financial planning services.

Larry R Boxer - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 200 Summit Lake Drive, Valhalla, New York, offers a wide range of finance services. Larry R Boxer holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, estate planning, retirement planning, investment strategies, and insurance products. Additionally, Larry R Boxer is a Certified Divorce Financial Analyst, specializing in financial issues surrounding divorce. With a commitment to excellence and a focus on client needs, Larry R Boxer provides personalized financial advice to individuals, retirees, small business owners, and high net worth clients.

Mark Giordano is an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 100 Summit Lake Drive in Valhalla, New York, United States. Mark is dedicated to helping clients achieve their financial goals through personalized financial planning strategies. If you have questions or would like to schedule a complimentary initial consultation, Mark is available to meet with you. He is registered to conduct securities business in certain states, and his background and qualifications can be verified on FINRA's BrokerCheck website. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, providing a secure and regulated environment for financial services. Mark looks forward to assisting you and your loved ones with your financial needs. Feel free to refer friends or family members for a consultation with Mark to discuss their financial goals.

Danielle Guilderson - Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 427 Bedford Road, Pleasantville, New York, is dedicated to helping clients achieve their financial goals. With a focus on individual goals and risk tolerance, Danielle provides investment recommendations and portfolio strategies tailored to each client's needs. Regular meetings are held to review progress, adjust strategies as life changes, and track progress towards goals. Clients have secure access to their investments and accounts from any device. For those interested in learning more, a complimentary initial consultation can be scheduled to discuss financial planning concepts. Please note that written analysis and recommendations are not provided during this consultation. Ameriprise Financial Services, LLC cannot guarantee future financial results.

Anthony Leopizzi - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 399 Knollwood Road in White Plains, New York, offers a wide range of financial services and expertise. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, Anthony Leopizzi provides comprehensive wealth management solutions tailored to individual needs. Specializing in areas such as asset management, retirement planning, estate planning, and investment strategies, Anthony Leopizzi is committed to upholding the highest standards of professionalism and ethics. Whether you are a retiree, small business owner, or high net worth client, Anthony Leopizzi has the knowledge and experience to help you achieve your financial goals.

Ann Herrero is a financial advisor at Ameriprise Financial Services, LLC located at 427 Bedford Road, Pleasantville, New York, United States. Ann Herrero 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 Ann Herrero's expertise in various areas of finance including asset management, retirement planning, estate planning, and investment strategies. Clients can trust Ann Herrero to provide comprehensive and personalized financial advice tailored to their individual needs.

Edward Jones - Financial Advisor: Liang Wang, AAMS™ is a reputable finance institution located at 160 North State Road in Briarcliff Manor, New York, United States. As a trusted financial advisor, Liang Wang, AAMS™ provides personalized investment strategies and financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Liang Wang, AAMS™ is committed to helping individuals and families navigate the complexities of the financial world with confidence and peace of mind.