TOP 30 Wealth management agents in Brooklyn, New York

21 results found

MassMutual Brooklyn is a finance and insurance agency located at 5914 11th Avenue in New York, United States. Our team of professionals is dedicated to helping individuals and businesses achieve financial security through a range of insurance and investment products. With a focus on personalized service and tailored solutions, we strive to provide our clients with peace of mind and financial stability for the future. Contact us today to learn more about how MassMutual Brooklyn can help you reach your financial goals.

Welcome to Schonfeld Wealth Management Located at 1008 East 5th Street, Brooklyn, New York, Schonfeld Wealth Management is your trusted partner in navigating the complexities of wealth management. Our firm is dedicated to providing customized and objective investment management solutions that prioritize your financial aspirations.

Welcome to Greg Mehrhoff - State Farm Insurance Agent, your trusted local insurance agency located at 10 Station Court, Bellport, NY 11713, nestled conveniently between Chase Bank and the Bellport Public Library and Post Office. With over a decade of dedicated service to the Long Island community, Greg Mehrhoff and his wife, Jillian, are committed to understanding and fulfilling your unique insurance needs. As a family-run business, we offer a wide range of coverage options including Auto, Homeowners, Life Insurance, and more, all aimed at helping you and your family build wealth and secure a prosperous future. Greg, a Chartered Financial Consultant (ChFC) and lifelong Long Islander, brings a deep connection to the community, enriched by his passion for family, outdoor activities, and community service. Actively engaged in supporting local charities and organizations, Greg strives to make a positive impact throughout the region. If you’re affiliated with a non-profit organization, feel free to inquire about our community outreach initiatives.

Vavas Insurance & Financial - Nationwide Insurance is a reputable insurance agency located at 8423 3rd Avenue in New York, United States. With a focus on providing top-notch insurance and financial services, our dedicated team is committed to helping clients protect what matters most. From auto and home insurance to life and business insurance, we offer a wide range of coverage options to meet the unique needs of our clients. Trust Vavas Insurance & Financial - Nationwide Insurance to provide expert guidance and personalized solutions for all your insurance needs.

Ravi Balchand, New York Life Insurance Company is a reputable insurance agency located at 1 MetroTech Center in New York, United States. With a strong focus on providing reliable and comprehensive insurance coverage, our team of experienced professionals is dedicated to helping individuals and families protect their financial future. Whether you are looking for life insurance, retirement planning, or investment solutions, we are committed to offering personalized services tailored to meet your specific needs. Trust Ravi Balchand, New York Life Insurance Company to safeguard what matters most to you.

United Brokerage, Inc is a leading finance, health, and insurance agency located at 2913 Avenue V in New York, United States. With a team of experienced brokers and agents, we provide comprehensive financial and insurance services to individuals and businesses alike. Our mission is to help our clients secure their financial future and protect their health through tailored solutions and personalized guidance. Trust United Brokerage, Inc to be your partner in achieving your financial goals and safeguarding your well-being.

Alfredo Louk: Primerica - Financial Services is a reputable finance and insurance agency located at 936 Metropolitan Avenue in New York, United States. With a team of experienced professionals, they offer a wide range of financial services including investment planning, retirement planning, and insurance solutions. Whether you are looking to secure your financial future or protect your assets, Alfredo Louk: Primerica is dedicated to helping you achieve your goals. Contact them today to learn more about their services and how they can assist you in reaching your financial objectives.

Metro Business Center Inc is a leading accounting, finance, and insurance agency located in the heart of New York City. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you need help with tax preparation, investment planning, or finding the right insurance coverage, we are here to help. Visit us at 776A Manhattan Avenue to see how Metro Business Center Inc can help you achieve your financial goals.

Sokkar Brokerage Inc. is a reputable finance and insurance agency located at 7117 5th Avenue in New York, United States. With years of experience in the industry, we pride ourselves on providing top-notch financial services and insurance products to our clients. Our team of knowledgeable professionals is dedicated to helping individuals and businesses achieve their financial goals and protect their assets. Whether you are looking for investment advice, insurance coverage, or retirement planning, Sokkar Brokerage Inc. is here to assist you every step of the way. Visit us today to experience the personalized service and expertise that sets us apart from the rest.

Sandra Sam: Primerica - Financial Services is an insurance agency located at 5502 Avenue N in New York, United States. Our institution specializes in providing financial services to individuals and families, helping them secure their financial future through various insurance products. With a team of experienced professionals, we offer personalized solutions tailored to meet the unique needs of each client. Whether you are looking for life insurance, retirement planning, or investment advice, Sandra Sam: Primerica - Financial Services is here to help you achieve your financial goals. Contact us today to schedule a consultation and take the first step towards a secure financial future.

Sabrina Jenkins: Primerica - Financial Services is a finance and insurance agency located at 777 Coney Island Avenue in New York, United States. Our institution is dedicated to providing top-notch financial services to our clients, helping them achieve their financial goals and secure their future. With a team of experienced professionals, we offer a wide range of services including investment planning, retirement planning, insurance policies, and more. Contact us today to learn how we can help you manage your finances and build a secure financial future.

The Garnett at 146S4 is a premier real estate agency located at 146 South 4th Street in the bustling city of New York, United States. Our dedicated team of professionals is committed to helping clients find their dream homes, whether they are looking to buy, sell, or rent. With a wealth of knowledge and experience in the local market, we provide personalized service and expert guidance every step of the way. Trust The Garnett at 146S4 to make your real estate dreams a reality.

PAYOMATIC is New York's largest and most convenient provider of check cashing and financial services, located at 263 Saratoga Avenue in New York, United States. With nearly 140 stores in neighborhoods throughout the Bronx, Brooklyn, Manhattan, Queens, Long Island, and the NYC area, PAYOMATIC offers a variety of services including check cashing, business check cashing, Western Union money transfers, money orders, bill payment, direct deposit, prepaid debit cards, and more. You can easily manage your money with the inPOWER Card, which allows you to check your balance, view transactions, and share money 24/7 with speed, convenience, and security. The inPOWER Prepaid Mastercard is issued by The Bancorp Bank, N.A., and can be used wherever Debit Mastercard is accepted.

Welcome to Bartal Law Life & Legacy Planning Located at 61-43 186th Street, Queens, New York 11365, Bartal Law Life & Legacy Planning is your trusted partner in safeguarding your family's future and preserving your legacy. Led by Daphne Bartal, an experienced Wills & Trusts Attorney, our boutique, women-owned law firm specializes in personalized estate planning services, ensuring your assets and wishes are protected for generations to come.

Morgan Legal Group | Trusts & Estate Planning Southampton NY Welcome to Morgan Legal Group, your trusted partner in comprehensive estate planning and trusts services located at 33 Flying Point Road, Southampton, New York. As a specialized law firm, we are dedicated to addressing each client’s unique needs with personalized attention and expert guidance.

Welcome to The Mehrhoff Agency, your trusted local State Farm Insurance provider located at 10 Station Court, Bellport, NY 11713. Nestled conveniently between the Chase Bank and the Bellport Public Library and Post Office, we are here to serve the Long Island community with over a decade of dedicated experience. Led by Gregory Mehrhoff, a Chartered Financial Consultant (ChFC) and lifelong Long Island resident, our family-run agency is committed to understanding and addressing your unique insurance needs. At The Mehrhoff Agency, we offer a comprehensive range of insurance solutions, including Auto, Homeowners, Life, Renters, and Business insurance. Our mission is to help you and your family build wealth and secure your future, ensuring that every day can feel like summer. We proudly serve Bellport Village and its neighboring communities, including North Bellport, Patchogue, East Patchogue, Shirley, Mastic, Mastic Beach, Medford, Holbrook, Holtsville, Yaphank, and Brookhaven, as well as the wider areas of Nassau, Suffolk, Queens, Brooklyn, Manhattan, Bronx, and Staten Island.

Welcome to Danielle Nazinitsky at Compass Located at 110 5th Avenue in the heart of Manhattan, New York, Danielle Nazinitsky at Compass is your premier real estate agency specializing in the vibrant neighborhoods of Park Slope, SoHo, Dumbo, Bed Stuy, Greenwich Village, and Brooklyn Heights. With deep roots in the area and a wealth of experience, Danielle is your trusted partner whether you're buying or selling a home in New York City.

Welcome to Empire Home Sales Inc. Located at 12420 Metropolitan Avenue in the heart of Queens, New York, Empire Home Sales Inc. is your trusted partner in real estate, offering unparalleled services in buying, selling, and property management. With over 30 years of experience in the industry, we have established ourselves as a leading real estate agency, dedicated to making your real estate journey seamless and successful.

Welcome to Vision Real Estate NY, your trusted partner in navigating the dynamic real estate market of New York. Conveniently located at 111-07 101st Avenue, Queens, New York 11419, we proudly serve the vibrant communities of Kings (Brooklyn), Queens, and Nassau County. With over 15 years of combined experience, our team is dedicated to achieving your real estate goals by blending innovative strategies with timeless values. Whether you're buying, selling, or renting, Vision Real Estate NY offers comprehensive services across all property types, including residential and commercial spaces. Our expert agents, like Avnish Kumar, bring high integrity, professionalism, and a wealth of knowledge to every transaction, ensuring a smooth and rewarding experience for our clients.

Welcome to Steven Segretta - Real Estate at Brown Harris Stevens, your trusted partner in navigating the vibrant and dynamic real estate market of Brooklyn, New York. Located at 160 7th Avenue, Brooklyn, NY 11215, Steven Segretta is a licensed real estate salesperson with a reputation for excellence, commitment, and personalized service. With extensive experience in both New York and New Jersey, Steven Segretta specializes in helping clients buy and sell properties with confidence and ease. Whether you're a first-time homebuyer or a seasoned investor, Steven’s deep knowledge of the Park Slope area and his financial expertise provide invaluable insights to make informed decisions. His dedication to client satisfaction is reflected in the glowing testimonials from previous clients who commend his thorough communication, responsiveness, and genuine care throughout the real estate process.

Welcome to Team KG Homes at Robert DeFalco Realty, your premier real estate agency located at 1678 Hylan Boulevard, Staten Island, New York. With over 40 years of combined experience, our team of passionate and innovative real estate experts is dedicated to helping you find your dream home or ideal commercial property in the vibrant New York City area. Our track record speaks for itself, with record-breaking sales and numerous prestigious awards and honors for selling a diverse range of multi-million dollar homes on Staten Island. We pride ourselves on our deep commitment to the community, actively contributing to the evolving landscape of our beloved borough.