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TOP 30 Top investment advisors in New York, NY
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Capital Markets Advisors LLC
Capital Markets Advisors LLC is a leading finance institution located at 1075 New York 82, Hopewell Junction, New York. With a team of experienced financial experts, they provide tailored solutions and strategic advice to help clients navigate the complex world of capital markets. Whether you are an individual investor or a large corporation, Capital Markets Advisors LLC offers personalized services to meet your financial goals and maximize returns. Trust in their expertise to guide you towards success in the ever-changing landscape of the financial market.
Chris Larkin - GrandView Insurance & Financial Services - LPL Financial Advisor
Chris Larkin - GrandView Insurance & Financial Services is a renowned LPL Financial Advisor located at 444 Bedford Road in Pleasantville, New York. As a leading finance and insurance agency, we provide expert guidance and personalized solutions to help clients achieve their financial goals. With a focus on integrity and professionalism, our team is dedicated to providing top-notch service and comprehensive financial planning. Contact us today to start securing your financial future with confidence.
Beacon Financial Advisors
Beacon Financial Advisors, located at 800 Westchester Avenue in Rye Brook, New York, is a finance and legal institution specializing in providing independent investment advice. Led by a father-son team, the institution prides itself on integrity, expertise, and personalized service for clients. Unlike traditional financial institutions, Beacon Financial Advisors prioritizes the best interests of its clients over any potential conflicts of interest. With a focus on retirement planning, stock options, and corporate benefits, Beacon Financial Advisors helps executives navigate the complexities of their financial portfolios. Acting as a personal Chief Financial Officer, the institution offers tailored guidance to help clients preserve and grow their wealth.
Merrill Lynch Financial Advisor James R Clark
Merrill Lynch Financial Advisor James R Clark, located at 360 Hamilton Avenue in White Plains, New York, is a prestigious finance institution dedicated to providing exemplary client service. James Clark, a qualified Portfolio Manager, was named to the 2023 Forbes “Top Next Generation Wealth Advisors Best in State” list for his passion in delivering excellent service. With a focus on personalized financial planning, James follows a disciplined process that begins with understanding each client's unique goals and priorities. The institution offers the Merrill Personal Wealth Analysis™ to help clients build a personalized plan centered on their objectives. By collaborating with a team of specialists, they create customized strategies to reflect clients' aspirations for themselves and future generations. The Investment Personality Assessment helps tailor financial approaches to align with clients' investing preferences. With a commitment to putting clients first, Merrill Lynch Wealth Management Advisors provide comprehensive financial solutions to help clients achieve their goals. James Clark is registered to do business in multiple states and holds the Chartered Retirement Planning Counselor designation.
Seven Bridges Wealth Advisors - Ameriprise Financial Services, LLC
Seven Bridges Wealth Advisors - Ameriprise Financial Services, LLC is a finance institution located at 50 Main Street, White Plains, New York, United States. Ameriprise financial advisors are registered to do business in certain U.S. states. The initial consultation provides an overview of financial planning concepts, although no written analysis or recommendations will be given. Ameriprise Financial cannot guarantee future financial results. Users of the site agree to be bound by the terms of the Ameriprise Financial Website Rules and Regulations. The institution is a member of FINRA and SIPC. They appreciate the opportunity to help friends or family members achieve their financial goals and offer a referral program. Privacy and security are a top priority, with information available on their website.
Merrill Lynch Financial Advisor John Van Steen
Merrill Lynch Financial Advisor John Van Steen is a reputable finance institution located at 360 Hamilton Avenue in White Plains, New York, United States. With years of experience in the financial industry, John Van Steen provides expert advice and personalized financial solutions to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Merrill Lynch Financial Advisor John Van Steen is dedicated to providing top-notch service and guidance to help you navigate the complexities of the financial world.
Merrill Lynch Financial Advisor Christina J. Chin
Merrill Lynch Financial Advisor Christina J. Chin is located at 360 Hamilton Avenue in White Plains, New York. The team at this finance institution is dedicated to understanding your values and helping you achieve your financial goals. Christina Chin, a Financial Advisor and Senior Portfolio Advisor, works with a diverse range of clients to create customized wealth management strategies. She believes in the importance of communication and building strong client relationships. With a focus on small business owners, Christina can help manage both personal and business finances. She holds various certifications and licenses, and is committed to continually monitoring financial progress and revising portfolios as needed. By utilizing tools such as Merrill Personal Wealth Analysis™ and the Investment Personality Assessment, Christina and her team can help you create a personalized financial plan tailored to your goals and priorities. Whether you are planning for retirement, saving for a major purchase, or passing on wealth to future generations, Merrill Lynch Financial Advisor Christina J. Chin can help you navigate the complexities of your financial life.
Corrado A Dell'aglio - Financial Advisor, Ameriprise Financial Services, LLC
Corrado A Dell'aglio - Financial Advisor, Ameriprise Financial Services, LLC is a trusted financial institution located at 100 Summit Lake Drive in Valhalla, New York, United States. Specializing in providing comprehensive financial planning and investment services, Corrado A Dell'aglio and his team at Ameriprise Financial Services, LLC are dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized service and tailored financial solutions, this institution is committed to helping individuals and families make informed decisions about their finances. Whether you are planning for retirement, saving for your children's education, or looking to build wealth, Corrado A Dell'aglio - Financial Advisor, Ameriprise Financial Services, LLC is here to provide expert guidance and support every step of the way.
Merrill Lynch Financial Advisor Robin M Ely
Merrill Lynch Financial Advisor Robin M Ely is a trusted financial institution located at 360 Hamilton Avenue in White Plains, New York. As a reputable finance advisor, Robin M Ely provides expert guidance and personalized financial solutions to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Merrill Lynch Financial Advisor Robin M Ely is committed to providing top-notch financial services to individuals and businesses in the United States.
Good Capital Investment Group
Good Capital Investment Group is a leading finance institution located at 660 White Plains Road in Tarrytown, New York. Our team of experienced professionals is dedicated to providing top-notch investment services to help our clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or invest for the future, our experts are here to guide you every step of the way. Trust Good Capital Investment Group for all your financial needs and let us help you secure a prosperous future.
Douglas Mark - Financial Advisor, Ameriprise Financial Services, LLC
Douglas Mark is a financial advisor at Ameriprise Financial Services, LLC located at 800 Westchester Avenue in Rye Brook, New York, United States. Douglas Mark 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, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Douglas Mark is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. With a focus on ethical practices and continuing education, Douglas Mark is committed to helping clients achieve their financial goals.
Merrill Lynch Financial Advisor Michael Thomas Karwoski
Merrill Lynch Financial Advisor Michael Thomas Karwoski is a finance institution located at 50 New York 111, Village of the Branch, New York, United States. As a part of the Merrill Lynch Wealth Management team, Michael follows the deep-seated Merrill tradition of community involvement and volunteering. With Merrill Personal Wealth Analysis™, Michael can help create a personalized financial plan tailored to your goals and priorities. He believes in building strong relationships with clients by starting with a conversation to understand their aspirations and financial needs. By utilizing the Investment Personality Assessment, Michael can gain a deeper understanding of your investing preferences to customize a financial approach that aligns with your goals. With access to the investment insights of Merrill and banking solutions from Bank of America, Michael works to develop a comprehensive approach to address your financial needs. His mission is to understand you and what matters most to you, designing and implementing a personalized plan to help you achieve your financial goals while managing investment risk. By staying connected and revisiting your financial approach, Michael aims to help you stay on track to reach your goals. Through ongoing communication and updates, Michael ensures that your financial approach reflects any changes in your life and goals. Get personalized investment strategies and comprehensive financial solutions by working with Michael Karwoski, a dedicated Merrill Lynch Wealth Management Advisor.
Morgan Stanley Financial Advisors
Morgan Stanley Financial Advisors is a leading finance institution located at 2000 Westchester Avenue in Harrison, New York, United States. Our team of experienced financial advisors is dedicated to providing personalized investment and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and delivering innovative solutions, Morgan Stanley Financial Advisors is committed to helping clients navigate the complexities of the financial world with confidence and success.
Merrill Lynch Financial Advisor Danielle F Grande-Cosentino
Merrill Lynch Financial Advisor Danielle F Grande-Cosentino is a senior vice president and international wealth advisor located at 360 Hamilton Avenue, White Plains, New York, United States. With a career spanning over three decades, Danielle is committed to providing exemplary client service and has been recognized by Forbes as a "Top Women Wealth Advisor Best-in-State" in 2024. She is highly credentialed, holding certifications such as CERTIFIED FINANCIAL PLANNER™, and is known for her dedication to educating clients and their families on managing wealth and achieving financial independence. Danielle's personalized approach to wealth management has earned her the loyalty of clients around the world, and she is proud to serve CEOs, CFOs, and affluent families in New York, New Jersey, Connecticut, and other states. With a focus on building strong client relationships based on trust and personalized service, Danielle and her team at Merrill Lynch Wealth Management are dedicated to helping clients achieve their financial goals and priorities, no matter how they may change over time.
Merrill Lynch Financial Advisor Kirk D Maraglia
Merrill Lynch Financial Advisor Kirk D Maraglia, located at 360 Hamilton Avenue, White Plains, New York, is dedicated to understanding your values and helping you achieve your financial goals. With over 25 years of experience in financial services, Kirk can assist you in building a personalized wealth management strategy tailored to your individual needs. The team at Merrill Lynch focuses on creating comprehensive financial plans that evolve with your changing life and goals. By utilizing the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, they aim to provide personalized advice and measurable goals to help you pursue what matters most to you. As a Sports & Entertainment Accredited Wealth Management Advisor™, Kirk Maraglia is committed to helping you navigate the complexities of the financial landscape and achieve your goals. Whether you are planning for retirement, saving for a home, or funding a child's education, the team at Merrill Lynch is here to support you every step of the way.
Matrix Asset Advisors Inc
Matrix Asset Advisors Inc is a finance institution located at 10 Bank Street in White Plains, New York, United States. Specializing in investment management, the team at Matrix Asset Advisors Inc is dedicated to helping clients achieve their financial goals through personalized strategies and expert guidance. With a commitment to transparency and integrity, this institution prides itself on providing top-notch service and innovative solutions to meet the unique needs of each client. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial market, Matrix Asset Advisors Inc is here to help you every step of the way.
Shomari Linton - Wilmington Advisors @ M&T
Shomari Linton - Wilmington Advisors @ M&T is a finance institution located at New York 82, Hopewell Junction, New York, United States. Specializing in financial advising and investment services, our team of experts is dedicated to helping clients achieve their financial goals and secure their futures. With a focus on personalized strategies and top-notch customer service, we strive to provide our clients with the best possible financial solutions. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, Shomari Linton - Wilmington Advisors @ M&T is here to help. Contact us today to schedule a consultation and take the first step towards a brighter financial future.
Edward Jones - Financial Advisor: Peter S Russell
Edward Jones - Financial Advisor: Peter S Russell is a reputable finance institution located on Main Street in Pleasant Valley, New York, United States. As a dedicated financial advisor, Peter S Russell provides personalized investment and wealth management services to help clients achieve their financial goals. With a commitment to integrity and professionalism, Edward Jones - Financial Advisor: Peter S Russell is a trusted partner for individuals and families seeking expert financial guidance. Contact us today to schedule a consultation and take control of your financial future.
Edward Jones - Financial Advisor: John Leigh IV, CFP®
Edward Jones - Financial Advisor: John Leigh IV, CFP® is a trusted financial institution located in Hopewell Junction, New York. With a focus on personalized service and expert financial advice, John Leigh IV, a Certified Financial Planner, helps clients navigate their financial goals and make informed decisions. Whether you are planning for retirement, saving for your child's education, or investing for the future, Edward Jones is dedicated to providing tailored solutions to meet your needs. Visit us at 2537 New York 52 to start your journey towards financial security and success.
Merchant Investment Management
Merchant Investment Management is a finance institution located at 600 Madison Avenue in New York, United States. We specialize in being a strategic and capital partner to successful financial services companies led by founders and entrepreneurs who are focused on growth. Our approach is straightforward, centered around people, and aimed at long-term success, ensuring true alignment with our partners. Since our establishment in 2016, Merchant has collaborated with top-tier wealth management firms and service providers, utilizing our team and capital to drive growth, operational efficiency, and new opportunities. We make equity investments as a supportive growth partner, without seeking control, to assist like-minded owner-operators in scaling their businesses effectively. With our permanent capital, we are fully committed to pursuing all avenues of growth.
Merrill Lynch Financial Advisor James M Gaughran
Merrill Lynch Financial Advisor James M Gaughran is a finance institution located at 50 New York 111, Smithtown, New York, United States. Managing your wealth starts with a comprehensive understanding of your financial situation. James Gaughran can assist in creating a flexible strategy tailored to your unique goals and needs, providing access to investment insights from Merrill and banking solutions from Bank of America. With a focus on personalized wealth management strategies, James Gaughran and his team are dedicated to building strong client relationships based on trust and personalized service. As a Registered Senior Wealth Management Client Associate, James Gaughran believes in helping clients pursue their financial goals through thoughtful conversations and customized financial approaches. By utilizing the Merrill Personal Wealth Analysis™ and Investment Personality Assessment tools, James Gaughran can help clients refine their investing preferences and create a plan centered on their aspirations. Through ongoing communication and adjustments to the financial approach, James Gaughran aims to help clients stay on track towards achieving their goals. Whether planning for retirement, saving for a major purchase, or passing wealth to future generations, James Gaughran is committed to helping clients navigate the complexities of the financial markets and make informed decisions. With a focus on understanding each client's unique needs and priorities, James Gaughran offers personalized investment strategies and comprehensive financial solutions to help clients live their best financial life.
Tortoise Investment Management, LLC
Tortoise Investment Management, LLC is a finance institution located at 2 Westchester Park Drive in White Plains, New York, United States. Specializing in investment management, Tortoise offers personalized financial solutions to help clients achieve their financial goals. With a team of experienced professionals, Tortoise Investment Management, LLC provides expert advice and strategic investment planning to help clients navigate the complexities of the financial markets. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Tortoise Investment Management, LLC is committed to providing top-notch financial services tailored to your individual needs.
David Lasco - Financial Advisor, Ameriprise Financial Services, LLC
David Lasco - Financial Advisor, Ameriprise Financial Services, LLC is a reputable financial institution located at 100 Summit Lake Drive in Valhalla, New York, United States. As a trusted advisor, David Lasco offers personalized financial planning services to help clients achieve their financial goals and secure their future. With expertise in wealth management, retirement planning, investment strategies, and more, clients can rely on Ameriprise Financial Services for expert guidance and support. Contact David Lasco today to schedule a consultation and take control of your financial future.
Jeffrey Querido - TIAA Wealth Management Advisor
Jeffrey Querido - TIAA Wealth Management Advisor is a financial institution located at 4 Westchester Park Drive in White Plains, New York. As a trusted advisor, Jeffrey Querido provides personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships, Jeffrey Querido offers expert advice on investment strategies, retirement planning, and estate planning. Whether you are looking to grow your wealth or secure your financial future, Jeffrey Querido - TIAA Wealth Management Advisor is dedicated to providing top-notch financial guidance and support.
Christopher Copenhaver - Financial Advisor, Ameriprise Financial Services, LLC
Christopher Copenhaver is a Financial Advisor at Ameriprise Financial Services, LLC located at 2900 Westchester Avenue in Harrison, 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, 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, financial planning for retirees and small business owners, estate planning, investment management, and specialized areas such as divorce financial analysis and military financial advising. Christopher Copenhaver is dedicated to providing comprehensive and personalized financial advice to help clients achieve their financial goals.
Joseph P Lombardi - Private Wealth Advisor, Ameriprise Financial Services, LLC
Joseph P Lombardi - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 800 Westchester Avenue, Rye Brook, New York, United States, offers a wide range of financial services to meet the diverse needs of its clients. The institution boasts a team of professionals with various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, showcasing their expertise and commitment to providing top-notch financial advice and services. Whether you are looking for retirement planning, estate planning, investment management, or specialized services for seniors, small business owners, or individuals with special needs, Joseph P Lombardi and his team are equipped to help you navigate the complex world of finance. With a focus on ethics, education, and client-centered approach, this institution is dedicated to helping individuals achieve their financial goals and secure their future.
Donald Amoruso - Financial Advisor, Ameriprise Financial Services, LLC
Donald Amoruso is a financial advisor at Ameriprise Financial Services, LLC located at 100 Summit Lake Drive in Valhalla, New York, United States. Donald 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 focus on ethical practices and comprehensive knowledge, Donald provides personalized financial advice to individuals, retirees, small business owners, and high net worth clients. Whether you need help with portfolio management, tax planning, risk management, or retirement income solutions, Donald is dedicated to helping you achieve your financial goals. Contact him today for expert financial guidance tailored to your specific needs.
Merrill Lynch Financial Advisor Roger E Camp
Merrill Lynch Financial Advisor Roger E Camp is a renowned finance institution located at 360 Hamilton Avenue in White Plains, New York, United States. With a strong reputation for providing top-notch financial advice and services, clients can trust in the expertise and guidance of Roger E Camp and his team. Whether you are looking to invest, plan for retirement, or manage your wealth, Merrill Lynch Financial Advisor Roger E Camp offers personalized solutions to help you achieve your financial goals. Trust in their experience and dedication to help secure your financial future.
Michael Paulmeno - Financial Advisor, Ameriprise Financial Services, LLC
Michael Paulmeno is a financial advisor at Ameriprise Financial Services, LLC, located at 800 Westchester Avenue in Rye Brook, New York, United States. With a focus on finance, Michael provides expert advice and guidance to clients seeking to secure their financial future. Background and qualification information can be found on FINRA's BrokerCheck website. The institution offers a Client Relationship Summary Disclosure to ensure transparency and trust with clients. Michael Paulmeno is registered to conduct securities business in specific states, as listed on FINRA's BrokerCheck website. The institution provides consultations on financial planning concepts, with a focus on understanding each client's unique needs and goals. While Ameriprise Financial cannot guarantee future financial results, the institution strives to empower clients to make informed decisions. By referring friends and family to Michael Paulmeno, clients can help their loved ones achieve their financial goals. Privacy and security are a top priority at Ameriprise Financial, with strict adherence to website rules and regulations. Clients can rest assured that their information is protected through the institution's Online Security Guarantee. Feel free to reach out to Michael Paulmeno for a personalized consultation to discuss your financial needs.
Joseph Domato - Financial Advisor, Ameriprise Financial Services, LLC
Joseph Domato is a trusted financial advisor at Ameriprise Financial Services, LLC, located at 800 Westchester Avenue in Rye Brook, New York. With years of experience in the finance industry, Joseph provides personalized financial planning and investment management services to help clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Joseph Domato can help guide you towards a more secure financial future. Contact him today to schedule a consultation and take the first step towards financial success.
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