TOP 10 Wealth conservation in New York

Raymond James Financial Services is a finance institution located at 33 Church Street in Fredonia, New York, United States. As a trusted provider of financial services, Raymond James offers a wide range of investment options and personalized financial planning strategies to help clients achieve their financial goals. With a team of experienced financial advisors, Raymond James is dedicated to providing expert guidance and exceptional customer service to individuals and businesses alike. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Raymond James Financial Services is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.

Angel Palacios - Financial Advisor at Ameriprise Financial Services, LLC, located at 8770 Transit Road, East Amherst, New York, United States, is dedicated to helping clients achieve their financial goals. With a focus on individualized planning, Angel provides investment recommendations tailored to each client's goals and risk tolerance. Regular meetings and progress reviews ensure that strategies are adjusted as life changes occur. Clients can easily access their accounts and track their progress online, while also receiving personalized support from Angel. Those interested in learning more about how Angel can help them reach their financial goals can schedule a complimentary initial consultation. Additionally, clients can take advantage of document disposal services to protect their personal information and prevent identity theft.

Dominic F. Pellicano & Jonathan A. Donatelli, CLU,CFP is a reputable finance institution located at 100 Corporate Parkway in Amherst, New York, United States. Specializing in financial planning and wealth management, the team at Dominic F. Pellicano & Jonathan A. Donatelli, CLU,CFP is dedicated to helping clients achieve their financial goals. With a focus on providing personalized solutions and expert advice, this institution is committed to helping individuals and families secure their financial future.

The Perna Greenwald Group at Morgan Stanley is a leading financial institution located at 450 Essjay Road in Williamsville, New York, United States. With a focus on providing comprehensive wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking to plan for retirement, invest for the future, or manage your assets, we offer personalized solutions tailored to your individual needs. Trust in The Perna Greenwald Group at Morgan Stanley for expert financial guidance and support.

Christopher T. Fenton - Wilmington Advisors @ M&T is a finance institution located at 6375 Mill Street in Rhinebeck, New York. Specializing in providing expert financial advice and services, this institution is dedicated to helping clients achieve their financial goals and secure their financial future. With a team of experienced professionals, Christopher T. Fenton - Wilmington Advisors @ M&T offers personalized financial solutions tailored to meet the unique needs of each client. Whether you are looking to invest, plan for retirement, or manage your wealth, this institution is committed to providing you with the guidance and support you need to make informed financial decisions.

CJ Tomaskovic, Rhinebeck Asset Management is a reputable finance institution located at 1898 South Road in Poughkeepsie, New York, United States. With a focus on providing personalized financial services and investment management, the institution prides itself on delivering tailored solutions to meet the individual needs and goals of their clients. The team at CJ Tomaskovic, Rhinebeck Asset Management is dedicated to helping clients navigate the complex world of finance, offering expert advice and guidance every step of the way. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, CJ Tomaskovic, Rhinebeck Asset Management is committed to helping you achieve financial success.

Faisal Shuja - Prudential Financial is a reputable finance and insurance agency located at 760 Lydig Avenue in New York, United States. With a focus on providing top-notch financial and insurance services, our institution is dedicated to helping individuals and businesses achieve their financial goals and secure their futures. Our team of experienced professionals is committed to offering personalized solutions tailored to meet the unique needs of each client. Whether you are looking for investment advice, retirement planning, or insurance coverage, Faisal Shuja - Prudential Financial is here to help you every step of the way. Visit us today to learn more about how we can assist you in building a secure financial future.

Investry is a premier financial institution located at 2 Overhill Road in Scarsdale, New York. Our team of experienced professionals are dedicated to providing top-notch investment services to our clients. Whether you are looking to grow your wealth, plan for retirement, or navigate the complex world of investments, Investry is here to help. With a focus on personalized service and a commitment to excellence, we strive to help our clients achieve their financial goals. Contact us today to learn more about how Investry can help you secure your financial future.

Graef Financial Group is a leading finance institution located at 800 Westchester Avenue in Rye Brook, New York, United States. With a team of experienced financial experts, Graef Financial Group offers a wide range of financial services including investment management, retirement planning, estate planning, and more. They are dedicated to helping their clients achieve their financial goals and secure their financial future. Visit Graef Financial Group today to learn more about their services and how they can help you reach your financial goals.

Foresight Advisors LLC is a finance institution located at 800 Westchester Avenue in Rye Brook, New York, United States. Our team of experienced financial advisors provides expert guidance and personalized solutions to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Foresight Advisors LLC is dedicated to providing you with the foresight and expertise needed to secure your financial future. Contact us today to schedule a consultation.

Lynch Financial Advisor Judith L Werbitt, located at 360 Hamilton Avenue in White Plains, New York, is a finance institution dedicated to servicing wealthy individuals, businesses, and families. The Werbitt Cicale Ward Group, a multi-generational team, provides personalized financial advice tailored to each client's risk profile and aspirations. With a goal-driven framework, they simplify the complexities of wealth and investments through education and communication. The team's broad financial experience, accumulated through many market cycles, offers a balanced financial planning approach for clients seeking to manage their wealth carefully and achieve personally meaningful outcomes. By taking the time to understand each client's financial situation, goals, and values, they collaborate to build a personalized financial strategy.

Cheryl Rambler-Goveia is a financial advisor at Ameriprise Financial Services, LLC located at 200 Broadhollow Road in Melville, New York, United States. Ameriprise has been recognized as one of the Most Trustworthy Companies in America 2023 by Newsweek. Cheryl provides personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. Regular meetings are held to review progress, update strategies, and track goals. Clients have secure access to their investments and accounts from any device. Cheryl offers complimentary initial consultations to help clients achieve their financial goals. The Retirement InteractiveSM tool helps address common retirement questions and concerns. Investment products are not FDIC insured and involve risks. Securities are offered through Ameriprise Financial Services, LLC, a registered investment advisor. Cheryl may conduct securities business with residents of specific states. Referrals are appreciated, and clients can expect personalized attention and support in achieving their financial goals. Privacy and security are a top priority at Ameriprise Financial Services, LLC.

Bayview Asset Management is a finance institution located at 434 New York Avenue in Huntington, New York, United States. With a focus on managing assets and investments, Bayview Asset Management offers expert financial advice and personalized strategies to help clients achieve their financial goals. Their team of experienced professionals is dedicated to providing top-notch service and innovative solutions to meet the needs of individual and institutional investors alike. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial market, Bayview Asset Management is committed to helping you succeed.

Patrick O'Leary - Morgan Stanley Financial Advisor is a reputable finance institution located at 888 Veterans Memorial Highway in Hauppauge, New York, United States. With a focus on providing expert financial advice and personalized investment strategies, Patrick O'Leary and his team at Morgan Stanley are dedicated to helping clients achieve their financial goals. Whether you are looking to plan for retirement, grow your wealth, or protect your assets, Patrick O'Leary - Morgan Stanley Financial Advisor offers comprehensive financial services to meet your needs. Trust in their expertise and experience to guide you towards a secure financial future.

Merrill Lynch Financial Advisor Mary Kiyonaga DiGiacomo is a reputable finance institution located at 225 Liberty Street in New York, New York, United States. With a focus on providing expert financial advice and guidance, Mary Kiyonaga DiGiacomo offers personalized investment solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Mary Kiyonaga DiGiacomo is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind. Contact them today to schedule a consultation and take the first step towards securing your financial future.

Merrill Lynch Financial Advisor Norm Savoie, located at 200 Park Avenue in New York, is a finance institution supported by the global resources of Merrill. The team of talented and experienced individuals is dedicated to building strong client relationships based on trust and personalized service. With a focus on crafting tailored portfolios using rigorous investment research, the financial advisors at Merrill Lynch Wealth Management prioritize your family, goals, and priorities as they evolve over time. By providing a breadth of potential solutions, premier customer service, and financial tools based on your unique circumstances, the advisors aim to help you pursue your financial goals. Through the Investment Personality Assessment and the Merrill Personal Wealth Analysis™, the team works with you to develop a personalized financial strategy centered on your goals and priorities. As life and financial markets change, the advisors are committed to helping you stay on track to achieve what matters most to you. With a dedication to putting you first and providing comprehensive financial solutions, Merrill Lynch Wealth Management Advisors are here to guide you towards your financial goals.

Merrill Lynch Financial Advisor Kevin C. O'Connor is a reputable finance institution located at 200 Park Avenue in New York, New York, United States. With a focus on providing personalized financial advice and services, Kevin C. O'Connor offers expert guidance and strategic planning to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Kevin C. O'Connor is dedicated to providing tailored solutions to meet your individual needs. Trust in their expertise and experience to help you navigate the complexities of the financial world and secure your financial future.

Merrill Lynch Financial Advisor Ronald J. Marciano is a seasoned professional with over 30 years of experience in the financial services industry. Located at 1325 Franklin Avenue in Garden City, New York, United States, Ron specializes in serving high net worth individuals, retirees, and small business owners. As a Chartered Retirement Counselor™ professional and Sports & Entertainment-Accredited Wealth Management Advisor™ designee, he focuses on money management, equities, mutual funds, insurance, and fixed income. Ron's investment philosophy emphasizes capital preservation and long-term growth, tailored to each client's individual needs and goals. Ron's commitment to his clients is evident in his solid work ethic, conservative investment approach, and dedication to client service. He believes in building strong client relationships based on trust and personalized service, supported by the global resources of Merrill Lynch. Ron is actively involved in the community, volunteering with organizations such as the Garden City Scholarship Fund, Scouts, and youth sports teams.

Oppenheimer & Co. Inc. is a prestigious finance institution located at 2 Jericho Plaza in Jericho, New York, United States. The Jericho office is managed by Laura Kellerman, a seasoned leader with over 30 years of experience in Financial Services. Laura also oversees the Hauppauge, Melville, and West Hampton branches, collectively forming Oppenheimer's Long Island region. The advisors in this region manage approximately $2.4 billion in assets and have received industry accolades such as the "FT 401" by the Financial Times and recognition in the Long Island Business Reviews' "40 Under 40" and "Top Advisor" lists. The Jericho branch is situated in a modern building with state-of-the-art technology and amenities. The private offices offer a serene atmosphere with large windows for brightness and productivity. The building is centrally located on Jericho Turnpike, convenient for commuters, and offers ample parking for employees and clients. Additionally, the building features amenities like conference facilities, a Starbucks, fitness room, spa, cafeteria, and 24-hour security.

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.

Wells Fargo Advisors is a leading financial institution located at 500 West Main Street in Babylon, New York. As part of the Wells Fargo family, they offer a wide range of financial services and investment solutions to help clients achieve their financial goals. With a team of experienced advisors, they provide personalized guidance and expertise to help clients navigate the complexities of the financial market. Whether you are looking to plan for retirement, invest for the future, or manage your wealth, Wells Fargo Advisors is dedicated to helping you make informed decisions and secure your financial future.

Edward Jones - Financial Advisor: Jon Wordingham, CFP®|AAMS™ is a reputable financial institution located at 6323 Knickerbocker Road in Ontario, New York, United States. Specializing in providing expert financial advice and services, Jon Wordingham, a Certified Financial Planner and Accredited Asset Management Specialist, offers personalized solutions to help clients achieve their financial goals. With a commitment to integrity and professionalism, this institution is dedicated to helping individuals and families navigate the complexities of financial planning and investment management. Trust Edward Jones and Jon Wordingham to provide you with the guidance and support you need to secure your financial future.

Abbondandolo & Co. CPAs is a trusted institution located at 220B Glen Cove Avenue, Glen Cove, New York, United States. Specializing in small business and individuals since 1989, our team takes the time to understand who you are and what you hope to achieve before creating a personalized financial plan for you. We believe in integrity, transparency, and providing solution-focused advice to our clients. As your needs and goals evolve, we will work with you to adapt your plan accordingly. Our experienced team offers a range of skills and knowledge to provide you with the information needed to make informed decisions for your business and personal finances.

Dix McBride LLC is a reputable financial institution located at 2245 Dix Avenue in New York, United States. Specializing in financial planning, investment management, and wealth preservation, Dix McBride LLC is committed to providing personalized and comprehensive financial services to its clients. With a team of experienced professionals, the institution offers tailored solutions to help individuals and businesses achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Dix McBride LLC is dedicated to helping you secure a prosperous financial future.

Anthony C. Kostioh is a reputable finance institution located at 187-06 Hillside Avenue in New York, United States. Known for its expertise in financial services, Anthony C. Kostioh offers a wide range of financial solutions to meet the needs of individuals and businesses alike. With a team of experienced professionals, the institution prides itself on providing personalized and tailored financial advice to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, Anthony C. Kostioh is committed to delivering top-quality service and support. Visit their office today to see how they can help you secure your financial future.

The Unger Company Estate Tax Planning, located in New York, NY, is a finance institution specializing in protecting and passing along high net worth individuals' assets and legacies. With a focus on smart planning and attention to detail, The Unger Company works with clients who are among the wealthiest Americans, ensuring that their family wealth and lifestyle are safeguarded for future generations. The team at The Unger Company, led by founder Harold Unger, is dedicated to utilizing the best and most-proven methods to protect assets and pass along ethics, working collaboratively with clients' attorneys, accountants, and asset managers to create custom plans. With a half-century of experience, The Unger Company has successfully saved millions of dollars for their clients and is committed to providing optimal protection for a family's financial legacy. Specializing in high net worth and ultra-high net worth clients, The Unger Company offers creative thinking, insight, and thoughtful perspective in planning significant wealth transfer. Their mission is to help clients plan for the transfer of wealth, ensuring that heirs can manage tax burdens and continue a family legacy for generations to come. With expertise in insurance and tax law, The Unger Company is a vital partner in protecting and preserving a family's financial legacy.

Masterpiece International, Ltd. is a renowned finance institution located at 39 Broadway in New York, New York, United States. With a focus on providing top-notch financial services to clients, Masterpiece International, Ltd. is committed to delivering excellence in the world of finance. Their team of experienced professionals work diligently to meet the unique needs of each client, ensuring their financial goals are achieved with precision and expertise. Whether it's investment management, wealth planning, or financial consulting, Masterpiece International, Ltd. is dedicated to helping clients navigate the complexities of the financial world and secure their financial futures.

Welcome to the Glen Haven Historical Society, your gateway to the rich history and vibrant heritage of the Glen Haven area. Nestled in the heart of Homer, New York, at 7325 Fair Haven Road, our society is dedicated to preserving and sharing the stories and artifacts that define our community's past. At the Glen Haven Historical Society, we offer a range of exhibits and programs designed to educate and inspire visitors of all ages. Whether you're a local resident or a curious traveler, you'll find a wealth of information about the area's historical events, notable figures, and cultural landmarks. Our carefully curated displays showcase artifacts, photographs, and documents that bring the past to life, offering a unique glimpse into the lives and experiences of those who shaped our community.

Welcome to Moose River Park LLC, your premier destination for outdoor adventure and relaxation nestled in the heart of Port Leyden, New York. Located at 3805 Moose River Park Road, our picturesque campground and lodging facility offers a serene escape from the hustle and bustle of everyday life. Surrounded by the natural beauty of the Adirondack region, Moose River Park is the perfect spot for nature enthusiasts, families, and anyone seeking a peaceful retreat. Our park features a variety of accommodation options to suit every need, from cozy cabins and comfortable lodges to spacious campsites ideal for tents and RVs. Whether you're planning a weekend getaway or an extended vacation, you'll find everything you need for a memorable stay. Enjoy a wealth of outdoor activities, including hiking, fishing, and kayaking, or simply unwind and soak in the tranquil atmosphere.

Welcome to the Tioga County Historian's Office, your gateway to exploring the rich and diverse history of Tioga County. Located at 16 Court Street in the charming town of Owego, New York, our local government office is dedicated to preserving, documenting, and sharing the unique stories and heritage of our community. At the Tioga County Historian's Office, we offer a wealth of resources for researchers, history enthusiasts, and residents alike. Whether you're tracing your family roots, studying local history, or simply curious about the past, our extensive archives and knowledgeable staff are here to assist you.