TOP 30 Trust with clients in New York

Nardi & Muratore with Kingswood Wealth Advisors is a leading finance institution located at 800 Westchester Avenue in Rye Brook, New York. Specializing in wealth management and financial planning, our team of experienced advisors is dedicated to helping clients achieve their financial goals and secure their financial future. With a personalized approach and a commitment to excellence, we provide tailored solutions to meet the unique needs of each individual or business. Trust Nardi & Muratore with Kingswood Wealth Advisors to guide you towards financial success and peace of mind.

The Bank of Millbrook Trust Department, located at 44 Front Street in Millbrook, New York, is a trusted institution offering a range of financial services including ATM access, banking, and finance. Our team of Trust and Investment Professionals, led by Senior Vice President and Trust Officer Meredith Marsh Tiedemann, CPWA®, is dedicated to providing personalized wealth management strategies for high-net-worth clients. With over 30 years of experience, Mrs. Tiedemann holds the prestigious Certified Private Wealth Advisor® designation and is committed to ensuring the success of your trust. Vice President and Trust Officer Eliot C.L. Clarke, a Millbrook native, brings a deep understanding of the community and a background in real estate and finance to our team. Todd, who recently joined the team, has years of industry experience and manages the daily operations of the department with expertise in client distribution, income payments, and securities trading. Trust Administrator Alison, also a Millbrook native, supports the Trust Officers in various administrative tasks to ensure the smooth operation of the department.

Debra Darby with Sundowner Travel Dream Vacations is a premier travel agency located at 38 Native Dancer Lane in Saratoga Springs, New York. Specializing in creating dream vacations for clients, they offer personalized services to help you plan the perfect getaway. Whether you're looking for a relaxing beach vacation, a thrilling adventure, or a romantic escape, Debra Darby with Sundowner Travel Dream Vacations has you covered. With their expertise and attention to detail, you can trust that your vacation will be unforgettable. Contact them today to start planning your dream vacation!

Bank of America Private Client Advisor John G. Stewart, located at 69 State Street, Albany, New York, is a finance institution dedicated to serving the financial needs of high net worth individuals, families, not-for profit institutions, and businesses. With over 30 years of experience, John provides strategic guidance on investment management, lending, trusts, estate planning, and philanthropic objectives. Leading a team of specialists, John utilizes the resources of Bank of America to provide comprehensive strategies tailored to each client's needs. John holds a Bachelor of Science in Business Management and is a Certified Financial Planner™ with expertise in exit planning for business owners. Active in the community, John has served on advisory boards for various organizations and has been involved in youth programs. The team at Bank of America Private Bank is committed to building strong client relationships based on trust, personal experience, and a tailored approach to wealth management.

RCG Health Insurance Trust is a reputable insurance agency located at 1 Dodge Street in Wynantskill, New York, United States. We specialize in providing comprehensive health insurance plans to individuals and families, ensuring that our clients have access to quality healthcare when they need it most. Our experienced team of insurance professionals is dedicated to helping our clients find the right coverage that meets their specific needs and budget. Trust RCG Health Insurance Trust to protect your health and well-being with top-notch insurance solutions.

Trust Travel & Tours is a reputable travel agency located at 2418 Steinway Street in New York, United States. With years of experience in the industry, we specialize in providing personalized travel solutions for our clients. Our dedicated team of professionals is committed to ensuring that every aspect of your trip is carefully planned and executed to perfection. Whether you are looking for a relaxing beach getaway, an adventurous safari, or a cultural exploration, Trust Travel & Tours has got you covered. Contact us today to start planning your dream vacation!

Beress & Zalkind PLLC is a boutique law firm located in New York City, specializing in Trusts and Estates, Corporate/Business, Real Estate, and Tax law. With a proven record of success and a diverse practice areas, our attorneys bring a voluminous knowledge base to offer practical, cost-effective, and creative solutions to even the toughest legal situations. Our main goal is to help our clients succeed by working tirelessly and diligently on their behalf. Viktoria Beress, with decades of experience in the Trusts & Estate field, and Ella Zalkind, with over 17 years of legal experience, lead the team at Beress & Zalkind PLLC. Both attorneys have worked at top law firms and bring their stellar knowledge and experience to provide personalized attention and high-level service to clients. Ms. Beress specializes in estate and tax planning, while Ms. Zalkind focuses on business and real estate transactions.

Orange Bank & Trust Company is a trusted financial institution located in Montgomery, New York. As a full-service bank, they offer a wide range of banking and financial services to individuals, businesses, and organizations. With a commitment to providing personalized customer service and innovative financial solutions, Orange Bank & Trust Company is dedicated to helping their clients achieve their financial goals. Whether you're looking for a checking account, savings account, mortgage, or investment services, their team of experienced professionals is here to assist you every step of the way. Visit Orange Bank & Trust Company at 2093 New York 208 to experience the difference of banking with a community-focused institution.

Trusted Advantage, led by Medicare Specialist Jason Siruchek, is a reputable insurance agency located at 22 Briarbrook Lane in Campbell Hall, New York. Specializing in Medicare and final expense coverage, our team is dedicated to providing top-notch service and expertise to help you navigate the complex world of health insurance. With a focus on trust and reliability, we strive to ensure that our clients receive the best possible coverage for their individual needs. Contact us today to learn more about how Trusted Advantage can help you secure your health and financial future.

AV Financial Trust is a leading finance institution located at 30 Broad Street in New York, New York. With a strong reputation for reliability and expertise in the financial industry, AV Financial Trust offers a wide range of financial services to individuals and businesses. From investment management to wealth planning, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your wealth or secure your financial future, AV Financial Trust is committed to providing personalized solutions to meet your needs. Visit us today to learn more about how we can help you reach your financial goals.

Bank of America Private Client Advisor John G Duane is a Senior Vice President at Bank of America Private Bank in Brooklyn, New York. With a deep knowledge of complex financial concerns, John leads a team that delivers personalized wealth management strategies and services to high-net-worth families and individuals. His team includes experienced professionals such as a Relationship Manager, Portfolio Manager, Trust Officer, and other specialists. John is dedicated to helping clients navigate the challenges of managing significant wealth and strives to build strong client relationships based on trust and personal experience. The institution offers a personalized approach, drawing on the resources of Bank of America to help clients achieve their financial goals. Whether clients are looking to preserve wealth, build philanthropic legacies, or plan for future growth, Bank of America Private Bank prioritizes the goals of its clients. The institution values innovation and continually adapts to evolving markets and financial landscapes. Clients can expect disciplined financial strategies and a focus on providing a bridge across generations. It's important to note that Bank of America Private Bank does not provide legal, tax, or accounting advice. Clients should consult their own advisors before making financial decisions. Bank of America Private Bank does not serve in a fiduciary capacity with respect to all products or services, and fiduciary standards do not apply in certain situations.

Neighborhood Trust Financial Partners is a finance institution located at 530 West 166th Street in New York, New York, United States. They provide financial services and resources to individuals and families in the local community, helping them to build financial stability and achieve their goals. With a focus on empowering clients to make informed financial decisions, Neighborhood Trust Financial Partners offers a range of services such as financial coaching, credit building, and access to affordable financial products. Their mission is to promote economic opportunity and financial inclusion for all members of the community.

Trust Tax & Insurance Brokerage Inc. is a reputable institution located at 2416 Steinway Street in New York, United States. Specializing in accounting, finance, insurance, and travel services, we are dedicated to providing our clients with expert guidance and personalized solutions for their financial needs. Our team of professionals is committed to delivering top-notch service and ensuring the utmost satisfaction of our valued customers. Trust Tax & Insurance Brokerage Inc. is your trusted partner for all your financial and travel needs.

David Trust: Allstate Insurance is a reputable insurance agency located at 2105 West Genesee Street in Syracuse, New York. As part of the Allstate family, they offer a wide range of insurance products and services to meet the needs of individuals and businesses. With a focus on providing personalized and reliable coverage, David Trust is committed to helping clients protect what matters most to them. Whether you are looking for auto, home, life, or business insurance, their team of experienced agents is dedicated to finding the right solutions for your unique situation. Visit David Trust: Allstate Insurance today for peace of mind and excellent customer service.

Trusted Capital Insurance Brokerage Inc. is an independent insurance agency located at 70 East Sunrise Highway in Valley Stream, New York. With over 20 years of experience, we are dedicated to providing our clients with the best insurance solutions to meet their changing needs. Whether you are a first-time driver or a homeowner, we offer tailored coverages to fit your specific needs, just like a suite. Our team at Trusted Capital Insurance Brokerage Inc. is committed to helping homeowners and business owners save money while ensuring that the coverages they choose will protect their assets. We educate our customers on how their coverage works and point out any potential gaps that could lead to financial consequences. By having the proper insurance coverage, you can have peace of mind knowing you are protected against any unforeseen events in life.

I'm With Amanda Medicare Education & Solutions is a health insurance agency located at 7337 Oswego Road in New York, United States. We are a trusted resource for all your Medicare needs, providing expert guidance and solutions to ensure you have the coverage you need. Our clients are consistently satisfied with our services, proudly proclaiming, "I'm With Amanda!" Contact us today to learn more about how we can help you navigate the complex world of Medicare.

Trusted Choice Homecare is a leading health institution located at 500 Seneca Street in Buffalo, New York. We provide high-quality and compassionate homecare services to individuals in need of assistance with daily living activities. Our team of skilled professionals is dedicated to ensuring the well-being and comfort of our clients, offering personalized care plans tailored to meet their specific needs. With a focus on trust, reliability, and excellence, Trusted Choice Homecare is committed to providing top-notch care and support to those in our community.

Safe Harbor Wills and Trusts is a reputable law firm located at 200 Mullin Street in Watertown, New York. Specializing in estate planning, the experienced team at Safe Harbor Wills and Trusts is dedicated to providing clients with peace of mind when it comes to their assets and legacy. Whether you need a will, trust, or other estate planning services, you can trust Safe Harbor to guide you through the process with expertise and care. Contact them today to secure your family's future.

Land & Trust Realty is a full-service real estate agency located at 3313 Main Street in Mexico, New York. We offer sales and property management services in Oswego County and parts of Jefferson, Lewis, and Onondaga County. As a member of various realtor associations, including the National Association of Realtors and the Greater Syracuse Association of Realtors, we adhere to strict ethical standards and provide top-notch service to our clients. Whether you are buying, selling, or renting, Land & Trust Realty is here to help you navigate the real estate market with confidence. Please refer to our New York State Fair Housing Notice for more information.

Safe Harbor Wills and Trusts is a reputable law firm located at 6702 Buckley Road in Syracuse, New York. Specializing in estate planning and asset protection, our team of experienced lawyers is dedicated to providing comprehensive legal services to help clients safeguard their assets and ensure their wishes are carried out effectively. Whether you need assistance with drafting a will, establishing a trust, or navigating the complexities of probate, Safe Harbor Wills and Trusts is committed to guiding you through the process with professionalism and expertise. Contact us today to schedule a consultation and take the first step towards securing your financial future.

Midland Trust Company: Drew Bender is a reputable finance institution located at 120 White Plains Road in Tarrytown, New York, United States. With a strong focus on trust and reliability, this company offers a wide range of financial services to individuals and businesses. Led by Drew Bender, a seasoned professional in the finance industry, the institution prides itself on providing personalized and expert financial guidance to help clients achieve their financial goals. Whether you are looking for investment advice, wealth management services, or retirement planning, Midland Trust Company: Drew Bender is committed to helping you secure a stable financial future.

Bank of America Private Client Advisor William Ayers, located at 300 Broadhollow Road, Melville, New York, is a finance institution led by Senior Vice President and Private Client Advisor, Bill Ayers. With over three decades of experience in banking and wealth management, Bill assists families and individuals in navigating the complexities of significant wealth. Specializing in customized credit and lending, Bill analyzes both sides of a client's balance sheet to identify efficiencies and anticipate key decision points in their financial future. As the leader of a client's Private Bank team, he develops integrated strategies in investment management, banking, lending, trust and estate planning, business succession, and philanthropy. Bill's team collaborates with specialists to help clients achieve their financial goals with precision and resolve. Prior to joining Bank of America Private Bank, Bill held leadership roles at Astoria Bank and JP Morgan Chase, advising high-net-worth individuals and families. Active in the Long Island community, Bill serves on the board of Catholic Charities and has been involved with Long Island Cares and The Harry Chapin Food Bank. The team at Bank of America Private Bank is dedicated to building strong client relationships based on trust and personal experience, creating strategies tailored to meet clients' needs and goals. With over 200 years of experience, Bank of America Private Bank helps clients manage significant wealth, providing personalized solutions to achieve financial objectives. The institution values innovation and offers disciplined financial strategies to navigate evolving markets and complexities in the financial landscape. Please note that the website may redirect to FINRA’S BrokerCheck and that neither Bank of America Private Bank nor its affiliates provide legal, tax, or accounting advice. Clients should consult their advisors before making financial decisions.

Bank of America Private Client Advisor Breauna O. Crumpler, located at 10 Fountain Plaza in Buffalo, New York, is a Vice President and Private Client Advisor II at Bank of America Private Bank. With a focus on wealth management, Breauna works closely with clients to address a range of financial needs, leading a team of specialists to implement tailored strategies in investment management, trust and estate planning, lending, and philanthropy. She is dedicated to helping families and business owners achieve their financial goals and is actively involved in community initiatives. Breauna holds a B.S. in sociology and an MBA, and is a member of the National Black MBA Association. Bank of America Private Bank has a history of helping clients manage significant wealth for over 200 years, offering personalized approaches and resources to achieve financial objectives. With a commitment to innovation and client priorities, the institution provides disciplined financial strategies and continuity across generations. It is important to note that Bank of America Private Bank does not provide legal, tax, or accounting advice, and clients should consult their advisors before making financial decisions. Investing involves risk, and past performance does not guarantee future results. For more information and privacy practices, clients can review the Bank of America Online Privacy Notice and FAQs.

Bank of America located at 2824 West Ridge Road in Rochester, New York, offers a range of financial services including drive-thru banking. By providing your mobile number, you can receive text messages from the bank, and you can also set up a specific time to meet with a banking representative at this location. The institution also features Merrill Edge Financial Solutions Advisors who offer investment advice. You can easily add your Bank of America debit card to your digital wallet for convenience. This location provides instructions in non-English languages and has a night depository for after-hours deposits. There is a dedicated business teller for business clients, and the center offers virtual channels for banking needs. Available products include checking and savings accounts, credit cards, home loans, and small business accounts and loans. Securities products are provided by Merrill Lynch, Pierce, Fenner & Smith Incorporated, a subsidiary of Bank of America Corporation. Trust and fiduciary services are also available. Insurance products are offered through Merrill Lynch Life Agency Inc. and Banc of America Insurance Services, Inc. Overall, Bank of America strives to provide customers with useful and informative services while maintaining privacy practices and online security.

Trusted Hands Service is a reputable general contractor located at 859 Mayer Drive in Wantagh, New York. Our team of skilled professionals is dedicated to providing top-quality construction and renovation services for residential and commercial properties. With years of experience and a commitment to excellence, we are trusted by our clients to deliver outstanding results on every project. Contact us today for all your contracting needs and experience the difference that Trusted Hands Service can make.

Bank of America Private Client Advisor John Adam Alexander is a Senior Vice President and Private Client Advisor at Bank of America Private Bank, located in Brooklyn, NY. With a focus on advising Business Owners, from tech startups to multi-generational family businesses, John holds the Certified Exit Planning Advisor® and the Chartered SRI Counselor™ designations. He leads a team of specialists in investment management, trust and estate planning, banking and lending, liquidity event planning, legacy and wealth strategy, NextGen, art and philanthropy, and Family Office design. John's three decades of leadership experience in private banking and investment management across the Americas, Europe, and Asia make him well-equipped to provide expert advice tailored to the unique needs of each family. Fluent in Spanish and French, with a working knowledge of Russian, John is also the Executive Director of the Piermont Straus Foundation. At Bank of America Private Bank, clients can expect a personalized approach to managing significant wealth, with a focus on preserving and sharing wealth, building philanthropic legacies, and planning for future growth. The institution values innovation and aims to help clients anticipate and respond to evolving markets and financial landscapes. Please note that by visiting the Bank of America Private Bank's website, you may be directed to FINRA’S BrokerCheck. Investing involves risk, and it is recommended to consult legal and tax advisors before making financial decisions. Bank of America Private Bank does not serve in a fiduciary capacity with respect to all products or services.

Bank of America Private Client Advisor Frances Beiro is located at 300 Broadhollow Road in Melville, New York, United States. Frances Beiro is a Senior Vice President, Private Client Advisor, and Institutional Client Advisor with Bank of America Private Bank. She focuses on developing long-lasting relationships with clients to help them manage their wealth effectively and with care. Frances is committed to acting as a fiduciary, always looking out for the best interests of her clients. She specializes in helping families build lasting legacies and offers a range of services including investments, wealth strategy, trust and estate planning, and banking. Frances also works with nonprofit organizations to help them achieve financial stability and long-term growth. She is dedicated to giving back to the community and is involved in various organizations such as Circulo de la Hispanidad and the Women's Exchange. With a background in finance and a strong network of relationships, Frances is able to provide clients with the resources they need to reach their financial goals.

Bank of America Private Client Advisor Terence J McLaughlin, located at 300 Broadhollow Road, Melville, New York, United States, is a finance institution led by Managing Director Terry McLaughlin. With over three decades of experience, Terry and his team of specialists provide personalized wealth management strategies for nonprofits, business owners, and high-net-worth families. They offer services such as investment management, specialty asset management, philanthropy, trust and estate planning, and banking. Terry's goal is to establish lasting relationships with clients, guiding them through the challenges and opportunities that come with significant wealth. The team at Bank of America Private Bank is dedicated to building strong client relationships based on trust, personal experience, and a commitment to putting clients' goals first. They offer innovative financial strategies to help clients navigate evolving markets and changing environments. Please note that Bank of America Private Bank does not provide legal, tax, or accounting advice, and clients should consult their own advisors before making financial decisions.

Bank of America Private Client Advisor Jing J Chen is a Managing Director and Private Client Advisor located at 300 Broadhollow Road, Melville, New York, United States. Jing works closely with entrepreneurs, business owners, and executives, offering personalized financial advice in Mandarin and Cantonese. He leads a team of specialists in investment management, trust and estate planning, banking and lending, family office services, and business and succession planning. With a focus on clarity and responsiveness, Jing helps clients make informed decisions about their financial lives and legacies. He is committed to each client's long-term best interests and provides guidance on dynamic market conditions and evolving family priorities. Jing is a Certified Financial Planner™ and holds the Chartered Retirement Planning Counselor™ designation. Outside of work, Jing is involved in the Chinese American community in Queens. The team at Bank of America Private Bank is dedicated to building strong client relationships based on trust and personal experience. They take the time to understand each client's needs and goals to create strategies that aim to meet their best interests now and in the future. With a history of over 200 years, Bank of America Private Bank helps clients manage significant wealth by offering personalized approaches and resources to achieve financial objectives. The institution values innovation and provides disciplined financial strategies to help clients navigate the complexities of the financial landscape. Please note that Bank of America Private Bank does not provide legal, tax, or accounting advice, and clients should consult their advisors before making financial decisions. Investing involves risk, and past performance does not guarantee future results. For more information, visit the Bank of America website."

Bank of America Private Client Advisor Vincent A Keaveny, located at 300 Broadhollow Road in Melville, New York, offers wealth management guidance for clients with complex financial needs. With nearly two decades of experience, Vincent specializes in serving high-net-worth individuals, families, non-profit organizations, entrepreneurs, and more. He leads a team of specialists to deliver personalized wealth management strategies based on individual objectives. Vincent's background includes roles at JP Morgan Chase and Citigroup Investment Services before joining Bank of America Private Bank in 2004. He holds a B.A. in economics from Fordham University and an M.B.A. in finance from Hofstra University. Active in his community, Vincent enjoys competing in local running races and triathlons. The team at Bank of America Private Bank is dedicated to building strong client relationships based on trust and personal experience. They listen carefully to clients' needs and goals to create tailored strategies that aim to meet their best interests now and in the future. With a history of over 200 years, Bank of America Private Bank helps clients manage significant wealth by providing personalized approaches and leveraging the resources of Bank of America. Their commitment is to make clients' financial objectives a top priority, whether it's preserving wealth, building philanthropic legacies, or planning for future growth. Through a focus on innovation and disciplined financial strategies, Bank of America Private Bank aims to help clients navigate evolving markets and the complexities of the financial landscape. Please note that Bank of America Private Bank's website may direct you to FINRA’S BrokerCheck and that they do not provide legal, tax, or accounting advice. It's recommended to consult legal and tax advisors before making financial decisions.