Wealth counseling in New York

Welcome to Health is Wealth Nutrition LLC, your trusted partner in achieving optimal health and wellness through personalized nutrition counseling. Located at 656 North French Road, Buffalo, New York, we are dedicated to helping you transform your lifestyle and reach your nutrition goals. Led by Yen Ngo, MS, RDN, CDN, our practice is committed to building meaningful relationships with clients seeking to improve their overall well-being. At Health is Wealth Nutrition, we understand that each individual is unique, which is why we offer tailored nutrition plans designed to address your specific needs. Whether you're striving for weight loss, need guidance on meal planning, managing a health condition, or following a specialty diet, we are here to support you every step of the way. Our approach is rooted in realistic behavioral changes and reinforcing healthy lifestyle habits to ensure long-term success.

Dr. Stephen Shainbart PhD Psychotherapy Marriage & Family Counseling is a renowned institution located in the bustling city of New York, United States. Specializing in providing expert psychotherapy services for individuals, couples, and families, Dr. Shainbart is dedicated to helping his clients navigate through life's challenges and improve their mental well-being. With a wealth of experience and a deep understanding of human behavior, Dr. Shainbart offers personalized counseling sessions tailored to each client's unique needs. Whether you are seeking help with relationship issues, family conflicts, or personal growth, Dr. Stephen Shainbart and his team are here to support you on your journey to healing and self-discovery.

Next Step College Counseling is a premier educational institution located at 15 Main Street in Hyde Park, New York, United States. Our experienced team of counselors is dedicated to guiding students through the college application process, helping them navigate the complexities of choosing the right school, writing compelling essays, and securing financial aid. With personalized attention and a wealth of resources, Next Step College Counseling ensures that each student takes the necessary steps towards a successful academic future. Whether you're a high school junior exploring your options or a senior finalizing your applications, let Next Step College Counseling be your guide to achieving your educational goals.

Kerry Phelan is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 27 Collegeview Avenue in Poughkeepsie, New York, United States. Kerry Phelan holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating expertise in asset management, estate planning, retirement planning, and investment strategies. The institution offers a range of services to help individuals with their financial needs, including wealth transfers, federal taxation, and planning for financial and medical end-of-life needs for domestic partners. Kerry Phelan is committed to providing comprehensive and personalized financial advice to clients, ensuring that their financial goals are met effectively and efficiently.

Merrill Lynch Wealth Management is a prestigious finance institution located at 805 Northern Boulevard in Great Neck, New York, United States. With a reputation for excellence in financial services, Merrill Lynch offers a wide range of wealth management solutions to help individuals and businesses achieve their financial goals. Their team of experienced financial advisors provide personalized advice and guidance to clients, helping them navigate the complexities of the financial world and make informed decisions. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Merrill Lynch Wealth Management is dedicated to helping you build a secure financial future.

Merrill Lynch Wealth Management, located at 1325 Franklin Avenue in Garden City, New York, is a leading finance institution dedicated to helping clients align their investments with their personal values and financial goals. The experienced advisors at this branch offer a wide range of wealth management services, including retirement income planning, guidance on stock positions, and access to estate planning services. Through volunteerism and charitable outreach, the branch actively supports the local community and nonprofit organizations. Clients of Merrill Lynch have access to industry-skilled advisors, a disciplined wealth planning platform, and the technological resources of a global financial services firm to help them pursue their financial and life goals.

Lewis & Lin LLC Internet Law Counsel is a premier law firm located at 77 Sands Street in New York, United States. Our team of experienced attorneys specializes in Internet and Intellectual Property Law, providing top-notch legal counsel to clients regionally, nationally, and internationally. With flexible fees and a commitment to staying ahead of the curve in the ever-changing field of Internet Law, Lewis & Lin is dedicated to delivering the highest quality legal services to our clients. Our team includes seasoned professionals with a wealth of experience in representing clients in complex and cutting-edge legal matters. Whether it's litigating Intellectual Property and Business disputes in State and Federal courts, obtaining trademark registrations, or fighting to remove defamatory online content, Lewis & Lin's attorneys are prepared to advocate on behalf of companies and individuals alike.

Quin Ciuffetelli - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 390 North Broadway, Jericho, New York, United States, is a finance institution offering a range of specialized certifications and designations to ensure high-quality financial planning services. The advisors at this institution hold various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing their expertise in asset management, estate planning, investment fiduciary practices, portfolio management, and behavioral financial advising. Additionally, they offer specialized services for seniors, divorce financial analysis, estate planning, exit planning, and more. With a team of highly qualified professionals, Quin Ciuffetelli - Private Wealth Advisor is dedicated to providing comprehensive and personalized financial planning services to meet the unique needs of their clients.

Fusion Family Wealth, LLC is a finance institution located at 88 Froehlich Farm Boulevard in Woodbury, New York, United States. They offer behavioral-based investment counseling designed to protect and enhance wealth. Their approach focuses on goal-focused and planning-driven investments, teaching clients to break from conventional wealth-management advice that fosters reactive behavior. Fusion counsels investors on the importance of patience, discipline, and faith in the future as key attributes of successful investors. As an independent, fee-only fiduciary advisor, they maintain objectivity and alignment with clients' best interests. Their strategies are targeted towards investors with liquid portfolios of at least $5 million, combining planning and wealth management experience. Fusion believes in developing a plan based on an investor's resources and objectives, rather than making educated guesses about market movements. They emphasize steadfast adherence to a plan designed to achieve goals regardless of short-term market fluctuations. To learn more about their behavioral investment counseling approach, visit their website or contact them at (516) 206-1320.

Shamsa K Rooplal - TD Wealth Financial Advisor is a reputable financial institution located at 1873 Broadway in the bustling city of New York, United States. As a dedicated financial advisor, Shamsa K Rooplal offers personalized wealth management services to help clients achieve their financial goals. With a strong focus on building long-term relationships and providing expert financial advice, clients can trust in the expertise and experience of Shamsa K Rooplal to guide them towards financial success. Whether you are looking to plan for retirement, invest in the stock market, or manage your assets, Shamsa K Rooplal - TD Wealth Financial Advisor is here to help you every step of the way.

J W Burns & Company Investment Counsel is a renowned finance institution located at 5789 Widewaters Parkway in Syracuse, New York, United States. With a strong reputation for providing expert investment counsel and personalized financial services, J W Burns & Company is dedicated to helping clients achieve their financial goals. Their team of experienced professionals offers tailored investment strategies and comprehensive financial planning to individuals, families, and businesses. Trustworthy and reliable, J W Burns & Company Investment Counsel is committed to delivering exceptional service and results for their clients.

Merrill Lynch Wealth Management, located at 151 Stockade Drive in Kingston, New York, is a leading finance institution offering personalized wealth planning services to individuals, families, business owners, executives, and institutions. Our experienced advisors provide financial strategies tailored to each client's unique goals, drawing on years of combined knowledge and expertise in wealth management. In addition to wealth planning advice, our advisors can assist with retirement income planning, concentrated stock positions, traditional investments, and access to estate planning services through Bank of America. We prioritize client service and satisfaction, working closely with clients to understand their personal and professional goals, lifestyle preferences, and multi-generational needs.

Werth Wealth Planning, LLC is a finance institution located at 8 West Genesee Street in Baldwinsville, New York. Our dedicated team of financial experts is committed to helping clients achieve their financial goals through personalized wealth planning strategies. Whether you are looking to grow your investments, plan for retirement, or protect your assets, we provide comprehensive financial services tailored to your individual needs. Trust Werth Wealth Planning, LLC to guide you towards a secure financial future.

Merrill Lynch Private Wealth Advisor Sheena Marr is a finance institution located at 300 Broadhollow Road, Melville, New York, United States. The institution offers industry-leading research and expert analysis to help clients stay ahead in managing their significant wealth. The Palermo Frangas Group at Merrill Private Wealth Management is dedicated to providing personalized service to a limited number of clients and families with integrity and excellence. The private wealth advisors are rigorously trained to meet specialized needs and build relationships based on trust. The institution has received recognition from financial industry publications such as Forbes for their exemplary client service. The team, led by Luca Palermo and Nick Frangas, offers strategies designed to help clients achieve their goals through a goals-based wealth management approach. They work with individuals, families, business owners, and executives, providing services and resources typically reserved for the world's largest institutions.

Geri Pell - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 300 East 40th Street, New York, New York, United States, is a finance institution offering a wide range of services to meet the diverse needs of individuals seeking expert financial advice. The institution boasts a team of professionals with various certifications and designations, such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planners™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications ensure that clients receive expert advice and guidance on a wide range of financial topics, including asset management, retirement planning, estate planning, investment strategies, insurance products, and much more. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, Geri Pell - Private Wealth Advisor has the expertise and knowledge to help you achieve your financial goals.

Kingsview Partners Wealth Management, led by experienced Financial Planner Bill Koehler, is a trusted institution located at 138 South 1st Street in Lindenhurst, New York, United States. Specializing in finance, Kingsview Partners provides comprehensive wealth management services to help clients achieve their financial goals. With a personalized approach and a commitment to excellence, Bill Koehler and his team strive to provide expert financial planning and investment advice tailored to each individual's needs. Trust Kingsview Partners Wealth Management to guide you towards a secure financial future.

Sterling Investment Counsel, LLC is a finance institution located at 360 Delaware Avenue in Buffalo, New York. As an independent, SEC Registered Investment Adviser, we specialize in providing comprehensive investment management services. Our team of professionals has over 90 years of combined experience and is dedicated to helping clients create and maintain custom portfolios that align with their investment goals. We prioritize strategic asset allocation to manage risk through proper diversification among various asset classes. Our ultimate objective is to build and preserve wealth for the long term, utilizing our expertise, thorough research, and meticulous attention to detail. We strive to ensure that each client's portfolio is properly diversified and managed based on their individual risk tolerance. Please note that diversification does not guarantee enhanced returns or protection against market risk.

Welcome to Dmitry Gurvich - TD Wealth Relationship Manager, your trusted partner in financial management and wealth planning. Conveniently located at 765 Manhattan Avenue in the vibrant neighborhood of Brooklyn, New York, we specialize in providing personalized financial services to help you achieve your financial goals. At Dmitry Gurvich - TD Wealth, we understand that each client has unique financial needs and aspirations. Our mission is to deliver tailored strategies that align with your individual circumstances, ensuring your wealth is managed with precision and care. Whether you're planning for retirement, looking to invest, or seeking guidance on estate planning, Dmitry Gurvich brings a wealth of knowledge and experience to the table.

Veterinary Care of Bedford is a premier veterinary care institution located at 194 Route 117 Bypass Road in Bedford Hills, New York, United States. Our dedicated team of professionals is committed to providing the best care for your beloved pets while ensuring a warm and welcoming experience for pet owners. Dr. Okeke, a graduate of the University of Nigeria, leads our team with a passion for all-round wellness care for dogs and cats. Dr. Scott, the founder of Veterinary Care of Bedford, has been serving clients and keeping patients healthy for nearly twenty years. Our team also includes Daisy, Amy, Liam, Emily, and Nia, who bring a wealth of experience and expertise to our practice.

The Law Offices of Paolo Conte PLLC, located at 118 North Bedford Road in Mount Kisco, New York, is a trusted institution specializing in asset protection and wealth transfer strategies. With a focus on providing personalized and detailed legal counsel, clients can feel confident in making informed decisions. Paolo Conte, the lead attorney, is known for his knowledge, preparation, and ability to simplify complex legal matters for his clients. Whether it's estate planning or other legal services, Paolo and his team ensure that every detail is accounted for, giving clients peace of mind. With a reputation for patience, courtesy, and expertise in estate planning, Paolo Conte PLLC is a top choice for individuals and families looking for reliable legal representation. Contact them at their Mount Kisco location or their New York City office at One Grand Central Place for expert legal guidance.

Dr. Linda Dixon, Ph.D, LCPC, NCC, LPC is a reputable health institution located at 1072 New York 82, Hopewell Junction, New York, United States. Specializing in mental health counseling and therapy, Dr. Dixon offers a range of services to support individuals in their journey towards emotional well-being and personal growth. With a wealth of experience and expertise, Dr. Dixon provides compassionate and effective care to help clients navigate life's challenges and achieve their therapeutic goals.

The Law Office of Edit Stelczner is a prestigious legal institution located at 745 5th Avenue in the heart of New York City. Specializing in a wide range of legal services, Edit Stelczner and her team of experienced lawyers are dedicated to providing expert advice and representation to their clients. With a focus on professionalism, integrity, and personalized attention, The Law Office of Edit Stelczner is committed to delivering top-notch legal solutions tailored to meet the unique needs of each individual client. Whether you are in need of legal counsel for a personal injury case, family law matter, or business dispute, you can trust Edit Stelczner and her team to provide you with the highest level of legal representation.

Welcome to Dilendorf Law Firm, located in New York at 85 Broad Street. Specializing in digital assets, general counsel services, estate planning, and navigating complex business challenges, our firm provides tailored support to high-net-worth individuals, family operations, and businesses. Led by Adam, a leading young whistleblower lawyer with a strong investigative background in complex organizations and transactions, our team also includes Bari Zahn, a seasoned attorney with nearly 20 years of experience in global law firms, and Steve, who brings extensive business and problem-solving expertise to our practice.

Thomas W. Bauer, Esq., CPA is a reputable institution located at 42 Catharine Street in Poughkeepsie, New York. Specializing in accounting, finance, and legal services, this institution offers expert guidance and support for individuals and businesses alike. With a focus on professionalism and client satisfaction, Thomas W. Bauer, Esq., CPA is dedicated to providing top-notch services to help clients navigate the complexities of financial and legal matters. Whether you are in need of tax preparation, financial planning, or legal representation, you can trust the experienced team at Thomas W. Bauer, Esq., CPA to deliver exceptional results.

The Law Office of Melissa L. Carvajal, P.C. is a trusted estate planning lawyer serving Long Island families. Located at 70 Suffolk Court in Hauppauge, New York, the firm is dedicated to providing counsel, legal planning, and a trustworthy relationship at an affordable price. Whether you are being proactive or in a crisis situation, Attorney Melissa L. Carvajal is there to guide you through the process. As a wife and mother with a background in litigation, Melissa understands the importance of protecting your family, future, and legacy. The firm specializes in estate planning for families of all shapes and sizes, offering personalized services to ensure peace of mind for you and your loved ones.

Esther Schwartz Zelmanovitz, PLLC is a trusted law firm located at 1010 Northern Boulevard in Great Neck, New York. Specializing in estate planning, elder law, probate and administration, and Medicaid planning, our team of experienced attorneys offers personalized attention to each client to ensure their unique needs are met. Whether you are facing challenges related to aging, long term care planning, or estate administration, we are here to provide insightful counsel and support. Our firm is dedicated to helping individuals and families navigate the complexities of estate planning and elder law. We understand the importance of protecting your assets and ensuring your loved ones are taken care of. From Medicaid applications to trust agreements and probate proceedings, we offer a wide range of services tailored to your specific situation.

Le Office - Tax Service is a reputable accounting and finance institution located at 548 Lake Avenue in the bustling city of Rochester, New York. Our team of dedicated professionals is committed to providing top-notch tax services to individuals and businesses alike. With years of experience and expertise in the field, we pride ourselves on offering personalized solutions to meet our clients' unique financial needs. Whether you need help with tax preparation, bookkeeping, or financial planning, Le Office - Tax Service is here to help you navigate the complex world of finance with ease and confidence. Visit us today and let us take the stress out of managing your finances.

Welcome to Kristen Lewis, FNP, your trusted healthcare partner in Johnson City, New York. Conveniently located at 30 Harrison Street, our practice is dedicated to providing comprehensive and compassionate healthcare services to individuals and families in the community. As a Family Nurse Practitioner, Kristen Lewis brings a wealth of experience and a personalized approach to address your health needs. At Kristen Lewis, FNP, we believe in fostering a welcoming and supportive environment where patients feel comfortable discussing their health concerns. Our services include preventive care, diagnosis and management of acute and chronic illnesses, routine check-ups, and personalized health consultations. We are committed to empowering our patients with the knowledge and tools necessary to achieve optimal health and well-being.

Welcome to Michael Saulle, D.O., your trusted partner in rehabilitation and regenerative medicine located at 693 White Plains Road, Eastchester, New York. Dr. Michael Saulle is a distinguished dual board-certified physician specializing in Sports Medicine and Physical Medicine & Rehabilitation. As an Assistant Professor at Columbia University Medical Center and the Medical Director for Sports Medicine at the Westchester Division, Dr. Saulle brings a wealth of expertise and innovation to his practice. Dr. Saulle is renowned for his focus on non-operative spine and sports medicine, with a particular interest in minimally invasive image-guided procedures. Utilizing advanced techniques like fluoroscopy and musculoskeletal ultrasound, he ensures accurate diagnosis and precise treatment of musculoskeletal injuries. His practice also emphasizes regenerative treatments, such as platelet-rich plasma injections, to foster healing and restore optimal movement.

Welcome to Evolve Health Wellness, your sanctuary for comprehensive and integrative healthcare in the heart of Manhattan. Located at 126 Fifth Avenue, Suite 10B, between 17th and 18th Street, our new clinic space is designed to be a therapeutic haven where you can embark on your journey to optimal health. At Evolve Health Wellness, we specialize in a holistic approach that combines the wisdom of Chinese Medicine with the insights of Functional and Integrative Medicine. Our range of treatments includes Acupuncture, Herbal Therapy, Nutritional Counseling, Dietary Supplementation, Tui Na Medical Massage, Cupping, Gua Sha, Moxibustion, and Prescribed Movement. Our dedicated team, including practitioners like Frank Butler, Jen Resnick, Xin Tao, and Nini Mai, are committed to providing personalized care tailored to your unique needs.