Wealth administration in New City, New York

Welcome to Helen Minieri Stacy CFP® - UBS Financial Services Inc., your trusted partner in achieving financial success. Conveniently located at 8 Main Street, Southampton, New York, our firm is dedicated to providing personalized financial advice and solutions tailored to meet your unique needs. With a wealth of experience in the finance industry, Helen Minieri Stacy, a Certified Financial Planner®, leads our team in offering services that include investment management, retirement planning, estate planning, and wealth preservation strategies. Our commitment to excellence and client-focused approach ensures that you receive the highest level of service and guidance. Whether you are planning for your future, managing your investments, or seeking to protect your assets, we are here to help you navigate your financial journey with confidence. Visit us today to discover how we can assist you in reaching your financial goals.

Welcome to Jay Diesing - UBS Financial Services Inc., your trusted partner in financial planning and wealth management, located in the heart of Southampton, New York. Situated at 8 Main Street, our office is dedicated to providing personalized financial services tailored to meet the unique needs of each client. With a commitment to excellence and a deep understanding of the financial landscape, Jay Diesing and his team offer a comprehensive suite of services including investment management, retirement planning, estate planning, and more. Our goal is to help you navigate the complexities of the financial world with confidence and ease. Whether you're planning for a secure retirement, managing your family's wealth, or looking to grow your investments, we are here to provide expert guidance and support every step of the way. Visit us today to discover how we can help you achieve your financial aspirations.

Welcome to M&T Bank in Westhampton Beach, New York, where your financial journey is our top priority. Conveniently located at 133 Main Street, our branch is dedicated to serving the unique needs of our community. Please note that this location no longer processes deposits, withdrawals, change orders, or cashier's checks, but our ATMs are available 24/7 for your convenience. At M&T Bank, we pride ourselves on providing personalized financial solutions. Whether you’re looking to open a checking or savings account, apply for a mortgage or auto loan, or find the right credit card, our knowledgeable personal bankers are here to guide you. We offer tailored advice and support to help you navigate your financial decisions with confidence.

Welcome to Robert W Urban - Financial Consultant, a trusted partner of Ameriprise Financial Services, LLC, located at 12 Mitchell Road, Westhampton Beach, New York. We are committed to helping you achieve your financial goals through personalized and expert financial planning services. At Robert W Urban, we understand that each client's financial journey is unique. Our Ameriprise advisors possess a wide range of expertise and credentials to ensure that we align our approach with your specific needs and aspirations. Our team is equipped with diverse specializations that include, but are not limited to, investment strategies, estate planning, retirement planning, and risk management.

Welcome to the Richmond County Surrogate's Court, your dedicated local government office located at 18 Richmond Terrace, Staten Island, New York 10301. As a cornerstone of Richmond County's judicial system, our courthouse is committed to providing comprehensive legal services to the community. Specializing in matters of probate and estate administration, we ensure the orderly distribution of assets, the validation of wills, and the appointment of guardians. Our experienced staff is here to assist with all inquiries related to estate proceedings, guardianship issues, and other surrogate-related matters. At Richmond County Surrogate's Court, we prioritize accessibility, transparency, and efficiency, striving to support the needs of Staten Island residents with integrity and professionalism. Visit us for reliable guidance and expert assistance in navigating the complexities of estate law.

Helene E. Weinstein is a distinguished local business situated in the heart of Brooklyn, New York. Conveniently located at 3520 Nostrand Avenue, our establishment is dedicated to serving the community with exceptional quality and personalized service. We pride ourselves on our commitment to excellence, ensuring that every client receives the attention and care they deserve. Whether you're a longtime resident or a newcomer to the area, Helene E. Weinstein is your go-to destination for expert advice and reliable service. Visit us today and experience the difference that a truly dedicated local business can make in your life.

Welcome to M&T Bank in Newport, your trusted partner for all your banking and financial needs. Conveniently located at 3078 Bridge Street, Newport, New York, our branch is dedicated to providing personalized service to help you achieve your financial goals. Our Newport branch offers a comprehensive range of services, whether you're looking to open a checking or savings account, apply for a mortgage or auto loan, or find the right credit card. Our knowledgeable personal bankers are here to guide you every step of the way, ensuring you understand the terms and rates that best suit your needs.

Welcome to M&T Bank ATM in Newport, New York! Conveniently located at 3078 Bridge Street, our Newport branch provides a wide range of financial services to meet your needs. Our ATMs are available 24/7, ensuring you have access to your funds whenever you need them. At M&T Bank, we prioritize your financial well-being. Our personal bankers are ready to assist you with opening checking or savings accounts, applying for mortgages or auto loans, and selecting the best credit card options. We are committed to guiding you through every step of the process, answering all your questions, and helping you secure the terms and rates that suit you best.

Welcome to Allstate Personal Financial Representative: Leslie Shepardson, your trusted partner in navigating the complexities of finance and insurance. Conveniently located at 21 Herkimer Road in Utica, New York, our agency is dedicated to providing personalized financial solutions tailored to meet your unique needs. With a commitment to excellence and a client-first approach, Leslie Shepardson and the team offer a comprehensive range of services, including financial planning, investment advice, and a variety of insurance options to protect what matters most to you. Whether you're looking to secure your future, safeguard your assets, or plan for life's unexpected events, we are here to guide you every step of the way. Visit us today and experience the peace of mind that comes from working with knowledgeable professionals who care about your financial well-being.

Welcome to M&T Bank, your trusted financial partner located at 4767 Commercial Drive in the heart of New Hartford, New York. Conveniently situated in the Consumer Square, our branch is dedicated to providing exceptional banking services tailored to your personal and business needs. Our branch offers a comprehensive range of personal banking solutions, whether you're looking to open a checking or savings account, apply for a mortgage or auto loan, or find the perfect credit card. Our knowledgeable personal bankers are here to guide you through every step, ensuring you receive the best terms and rates to suit your financial goals.

Welcome to Hart Settlement Group, your trusted partner in financial solutions located in the heart of Utica, New York. Situated at 2514 Genesee Street, we specialize in providing comprehensive financial services tailored to meet your unique needs. Our experienced team is dedicated to helping individuals and businesses navigate the complexities of financial planning, investment strategies, and settlement services with confidence and clarity. At Hart Settlement Group, we pride ourselves on our personalized approach, ensuring that each client receives the attention and expertise they deserve. Whether you're planning for the future, managing assets, or seeking guidance on financial settlements, we are here to support you every step of the way.

Welcome to M&T Bank in Little Falls, your trusted partner in banking and finance. Conveniently located at 501 East Main Street, Little Falls, New York, our branch is dedicated to serving the financial needs of our community. We invite you to visit us and experience personalized banking services tailored to your unique requirements. Our branch offers a full suite of personal banking services. Whether you're looking to open a checking or savings account, apply for a mortgage or auto loan, or select the perfect credit card, our knowledgeable personal bankers are here to assist you every step of the way. We pride ourselves on providing expert guidance, answering your questions, and helping you find the best terms and rates to suit your financial goals.

Welcome to M&T Bank, your trusted financial partner located at 134 East Main Street, Frankfort, New York. Whether you're managing personal finances or growing your business, our Frankfort branch is here to support you every step of the way. At M&T Bank, we offer a comprehensive range of personal banking services tailored to meet your needs. From opening checking and savings accounts to applying for mortgages, home equity lines of credit, auto loans, or choosing the right credit card, our dedicated personal bankers are ready to guide you through the process with expert advice and personalized service.

Welcome to Jason Tabor, CFP, your trusted partner in financial planning and wealth management, located at 55 Grove Street, Cooperstown, New York. As a Certified Financial Planner, Jason Tabor brings years of expertise and a personalized approach to help you achieve your financial goals. Whether you're planning for retirement, managing investments, or seeking guidance for your financial future, we provide tailored solutions that align with your unique needs and aspirations. Our commitment to integrity, transparency, and client-focused service ensures that you receive the highest level of support and advice. Visit us in Cooperstown and take the first step towards a secure and prosperous financial future with Jason Tabor, CFP.

Welcome to Wells Fargo Advisors, your trusted partner in financial planning and investment management located in the heart of Oneonta, New York. Situated at 5520 New York 7, our office is dedicated to providing personalized financial solutions to help you achieve your investment goals and secure your financial future. Our team of experienced financial advisors is committed to understanding your unique needs and offering tailored strategies that align with your aspirations. Whether you're planning for retirement, saving for education, or looking to grow your wealth, Wells Fargo Advisors is here to guide you every step of the way. Visit us today and discover how we can assist you in navigating the complexities of the financial world with confidence and clarity.

Welcome to Morgan Stanley Financial Advisors, your trusted partner in navigating the complexities of finance. Located at 493 Chestnut Street, Oneonta, New York, our team is dedicated to providing personalized financial solutions tailored to meet your unique needs and goals. With a commitment to excellence and a deep understanding of the financial landscape, we offer a comprehensive range of services including investment management, retirement planning, wealth management, and more. Whether you're planning for the future, managing your assets, or looking to grow your wealth, our experienced advisors are here to guide you every step of the way. Visit us today to discover how we can help you achieve financial success.

Welcome to Ryan Millard at Coldwell Banker Prime Properties, your go-to destination for exceptional real estate services in the heart of New York. Conveniently located at 8233 Park Ridge Path, New York 13090, Ryan Millard is renowned for his unparalleled expertise and dedication to his clients. Whether you're a first-time homebuyer or looking to sell your property, Ryan is here to guide you every step of the way. With a wealth of knowledge and a commitment to excellence, Ryan has earned a reputation as the best in the business. His clients rave about his professionalism, resilience, and personalized approach, making him not just an agent, but a trusted friend in the real estate journey. Ryan’s background in Criminal Justice from the University at Albany, coupled with his extensive experience in real estate, equips him with the skills to navigate even the most challenging markets.

Welcome to Ryan K McNab, Realtor at Howard Hanna – your trusted partner in real estate located at 505 Center Street, Lewiston, New York. With a commitment to excellence, Ryan is dedicated to providing outstanding service to meet all your real estate needs. As an agent with Howard Hanna, Ryan leverages a wealth of tools and resources to navigate complex real estate transactions, ensuring a smooth experience for every client. Ryan's journey began in a small town in Washington State, where he earned a degree in Business Administration from Washington State University, followed by a Master's in Business and Marketing Education from the University of Idaho. His career path led him to Western New York in 2009, where he spent a decade in the airline industry, fostering connections with the vibrant community.

Welcome to George John, CENTURY 21 ROYAL.COM, your premier real estate agency located at 697 Central Park Avenue, Scarsdale, New York. As a part of the globally recognized CENTURY 21® brand, we pride ourselves on providing an extraordinary real estate experience, whether you're buying, selling, or investing in property. With a remarkable 98% recommendation rating, our relentless agents are dedicated to ensuring your real estate journey is seamless and successful. Situated in the heart of Westchester County, just a short 30-minute drive from New York City, our office has been serving the community for over 25 years. We specialize in both residential and commercial real estate, offering unmatched service and expertise. Our team of over 40 multilingual agents brings a wealth of knowledge from diverse professional backgrounds, including education, business, and sports, all committed to delivering personalized service and expert guidance.

Welcome to the St. Lawrence County Industrial Development Agency, your gateway to success in the vibrant business community of St. Lawrence County. Located at 19 Commerce Lane, Canton, New York, our local government office is committed to fostering economic growth and development. As a public benefit corporation, we provide invaluable assistance to new and existing businesses, helping them navigate financing, real estate, workforce development, and more. St. Lawrence County boasts rich natural resources, a strategic location along the St. Lawrence River, and access to both U.S. and Canadian markets. Our motivated workforce and entrepreneurial spirit make it an ideal place to start and grow your business. With our support, various business sectors are thriving, from manufacturing and agriculture to technology and research.

Welcome to the Otsego County Surrogate's Court, located at 197 Main Street, Cooperstown, New York. As a vital institution in the heart of Otsego County, our courthouse is dedicated to serving the community with integrity and professionalism. Specializing in matters related to estate proceedings, guardianship, and the probate of wills, our experienced staff is committed to providing clear guidance and support to individuals and families during times of transition. We strive to ensure a fair and efficient judicial process, respecting the needs and rights of all parties involved. Whether you are seeking information, filing documents, or attending a hearing, the Otsego County Surrogate's Court is here to assist you with your legal needs. For more information about our services, hours of operation, or to schedule an appointment, please contact us directly. Your trust is our priority, and we are honored to serve the residents of Otsego County.