TOP 10 Wealth management finance in New York City, New York

Traverse Capital Management LLC is a leading finance institution located at 82 Main Street in Huntington, New York, United States. Our team of experienced professionals specializes in providing personalized investment management services to help our clients achieve their financial goals. With a focus on integrity, transparency, and client satisfaction, we are dedicated to delivering superior results and building long-lasting relationships with our clients. Contact us today to learn more about how we can help you navigate the complexities of the financial markets and secure your financial future.

Opal Wealth Advisors is a finance institution located at 445 Hamilton Avenue in White Plains, New York. Specializing in wealth management and financial planning, Opal Wealth Advisors offers personalized services to help clients achieve their financial goals. With a team of experienced advisors, they provide expert guidance on investments, retirement planning, tax strategies, and more. Whether you are looking to grow your wealth or protect your assets, Opal Wealth Advisors is dedicated to helping you secure a prosperous financial future.

Prato Capital Management is a finance institution located at 70 Gedney Way in White Plains, New York, United States. Specializing in financial management and investment services, Prato Capital Management offers tailored solutions to help clients achieve their financial goals. With a team of experienced professionals, the institution provides personalized guidance and expertise to navigate the complex world of finance. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, Prato Capital Management is committed to delivering top-notch financial services to meet your needs.

The Centennial Wealth Management Group - UBS Financial Services Inc. is a prestigious finance institution located at 709 Westchester Avenue in White Plains, New York, United States. With a strong reputation for providing top-notch wealth management services, they offer personalized financial solutions to help clients achieve their financial goals. Their team of experienced professionals is dedicated to providing expert advice and guidance to help clients navigate the complexities of the financial markets. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, The Centennial Wealth Management Group - UBS Financial Services Inc. is committed to helping you secure a prosperous financial future.

5C Capital Management, LLC is a finance institution located at 707 Westchester Avenue in White Plains, New York, United States. Specializing in investment management, financial planning, and wealth management services, 5C Capital Management, LLC is dedicated to helping clients achieve their financial goals through expert advice and personalized strategies. With a team of experienced professionals, they provide tailored solutions to meet the unique needs of each client. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial markets, 5C Capital Management, LLC is committed to delivering exceptional service and results.

Triton Bay Wealth Advisors is a leading finance institution located at 1719 North Ocean Avenue in Medford, New York, United States. We offer expert financial advice and wealth management services to help our clients achieve their financial goals. Our team of experienced advisors is dedicated to providing personalized solutions tailored to each client's unique needs. Whether you are planning for retirement, investing for the future, or looking to grow your wealth, Triton Bay Wealth Advisors is here to help you every step of the way. Contact us today to schedule a consultation and start building a secure financial future.

Draper Asset Management LLC is a finance institution located at 116 Terry Road in Smithtown, New York, United States. Specializing in asset management, they offer a range of financial services to help clients achieve their investment goals. With a team of experienced professionals, Draper Asset Management LLC provides personalized advice and strategies tailored to each client's unique needs and objectives. Whether you are looking to grow your wealth, save for retirement, or plan for the future, Draper Asset Management LLC is dedicated to helping you reach your financial goals.

B. Riley Wealth Tax Services in Lake Ronkonkoma, NY, located at 500 Portion Road, offers expert accounting and finance services to individuals and businesses. Our tax professionals are well-versed in the latest tax laws and can help you minimize tax liabilities for the 2023 tax year and beyond. We provide comprehensive financial strategies to help you keep more of what you earn and grow your net worth over time. Our team can assist with tax returns, tax management plans, and wealth management playbooks tailored to your specific needs. With qualified designations and expertise in federal and state tax laws, our professionals are dedicated to helping you navigate tax season with ease. Contact us at (631) 913-9000 to schedule a consultation and let us help you achieve your financial goals.

Stratos Wealth Partners, Ltd. is a finance institution located at 88 New York 22 in Pawling, New York, United States. With a focus on providing comprehensive wealth management services, Stratos Wealth Partners prides itself on delivering personalized financial solutions tailored to each client's unique needs and goals. Their team of experienced professionals is dedicated to helping individuals and families achieve financial success and security. Whether you are planning for retirement, investing for the future, or looking to protect your assets, Stratos Wealth Partners is committed to guiding you every step of the way.

Bourne Lent Asset Management is a finance institution located at 3 Memorial Avenue in Pawling, New York, United States. Specializing in portfolio management for individual investors and small institutions, we are a fee-only investment advisor dedicated to putting our clients' interests first. Our research-driven approach ensures personalized, comprehensive, and ethical services, with client assets securely held by third-party custodians. We focus solely on securities listed on major stock exchanges, prioritizing transparency and aligning our clients' objectives with sound investment practices.

Flourish Wealth Advisors is a finance institution located at 2531 New York 52 in Hopewell Junction, New York, United States. Our team of experienced financial advisors is dedicated to helping our clients achieve their financial goals and secure their financial futures. We offer personalized financial planning services tailored to each client's unique needs and objectives. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Flourish Wealth Advisors is here to help you navigate the complexities of the financial world and make informed decisions. Contact us today to schedule a consultation and start building a brighter financial future.

William E Bredthauer is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 2345 New York 52, Hopewell Junction, New York, United States. William E Bredthauer holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in wealth management, estate planning, investment fiduciary practices, and portfolio management. With a focus on providing comprehensive financial planning services, William E Bredthauer is dedicated to helping individuals and small business owners achieve their financial goals. Whether you are looking for retirement planning, estate planning, or investment strategies, William E Bredthauer has the knowledge and expertise to guide you through the complex world of finance. Contact William E Bredthauer today to learn more about how he can help you secure your financial future.

Harness Wealth is a finance institution located at 32 6th Avenue in New York, United States. They offer a unique platform for tax and financial advice that is tailored to each individual's specific situation. Their advisors have expertise in areas such as company equity, small business, and cryptocurrency, ensuring that clients receive personalized guidance. With Harness Wealth, clients can input their full portfolio, goals, and life milestones into their tools to make informed decisions and find the right services at the right time. The institution prides itself on connecting clients with tax and financial advisors who have experience working with acquisitions, IPOs, stock options, RSUs, and QSBS. Each advisor is personally vetted by Harness Wealth to ensure quality service.

First New York is a leading financial institution located at 90 Park Avenue in the heart of New York City. As a trusted name in the finance industry, First New York offers a wide range of services including banking, investments, and wealth management. With a team of experienced professionals and a commitment to excellence, First New York is dedicated to helping clients achieve their financial goals. Whether you are looking to open a savings account, invest in the stock market, or plan for retirement, First New York is here to provide personalized solutions tailored to your needs. Visit us today and experience the difference that First New York can make in your financial future.

Merchant Investment Management is a finance institution located at 600 Madison Avenue in New York, United States. We specialize in being a strategic and capital partner to successful financial services companies led by founders and entrepreneurs who are focused on growth. Our approach is straightforward, centered around people, and aimed at long-term success, ensuring true alignment with our partners. Since our establishment in 2016, Merchant has collaborated with top-tier wealth management firms and service providers, utilizing our team and capital to drive growth, operational efficiency, and new opportunities. We make equity investments as a supportive growth partner, without seeking control, to assist like-minded owner-operators in scaling their businesses effectively. With our permanent capital, we are fully committed to pursuing all avenues of growth.

Fidelity Asset Management Inc is a renowned finance and insurance agency located at 401 East 60th Street in New York, New York. With a strong reputation for providing top-notch financial services and insurance products, Fidelity Asset Management Inc is dedicated to helping clients achieve their financial goals and protect their assets. Their team of experienced professionals offers personalized investment strategies and insurance solutions to meet the unique needs of each individual or business. Trust Fidelity Asset Management Inc to provide expert guidance and support in managing your finances and securing your future.

Christopher Wolt - TD Wealth Relationship Manager is a finance institution located at 96 Gleneida Avenue in Carmel Hamlet, New York. As a relationship manager at TD Wealth, Christopher Wolt provides personalized financial solutions to help clients achieve their financial goals. With a focus on building strong relationships and understanding each client's unique needs, Christopher Wolt offers expert advice and guidance on investment strategies, retirement planning, and wealth management. Whether you are looking to grow your wealth, plan for the future, or protect your assets, Christopher Wolt is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Northwestern Mutual Wealth Management Company, led by Chandresh Shah, is a reputable finance institution located at 50 Main Street in White Plains, New York, United States. With a focus on providing personalized financial planning and wealth management services, the company offers expert guidance to help clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Northwestern Mutual Wealth Management Company is dedicated to helping you secure a stable financial future.

Tortoise Investment Management, LLC is a finance institution located at 2 Westchester Park Drive in White Plains, New York, United States. Specializing in investment management, Tortoise offers personalized financial solutions to help clients achieve their financial goals. With a team of experienced professionals, Tortoise Investment Management, LLC provides expert advice and strategic investment planning to help clients navigate the complexities of the financial markets. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Tortoise Investment Management, LLC is committed to providing top-notch financial services tailored to your individual needs.

Integrative Wealth LLC is a unique institution located in Hudson, New York, United States, at 441 East Allen Street. Specializing in connecting values to finance, this institution offers a holistic approach to managing wealth by integrating financial, health, and insurance services. With a focus on aligning personal values with financial goals, Integrative Wealth LLC helps clients create a comprehensive plan that promotes overall well-being and financial success. Visit us today to experience a new way of managing your wealth.

Strategies for Wealth is a leading finance and insurance agency located at 38 Westchester Avenue in Pound Ridge, New York. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized strategies and comprehensive wealth management solutions. Whether you are looking to grow your investments, protect your assets, or plan for retirement, we are here to provide expert guidance and support every step of the way. Trust Strategies for Wealth to help you secure your financial future and build a solid foundation for long-term success.

Dillon Frame - TIAA Wealth Management Advisor is a finance institution located at 4 Westchester Park Drive in White Plains, New York, United States. As a trusted advisor, Dillon Frame offers personalized wealth management services to help clients achieve their financial goals. With a focus on providing expert guidance and tailored investment strategies, Dillon Frame is dedicated to helping individuals and families build and preserve their wealth for the future. Whether you are planning for retirement, saving for education, or investing for the long term, Dillon Frame - TIAA Wealth Management Advisor is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.

Joseph P Lombardi - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 800 Westchester Avenue, Rye Brook, New York, United States, offers a wide range of financial services to meet the diverse needs of its clients. The institution boasts a team of professionals with various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, showcasing their expertise and commitment to providing top-notch financial advice and services. Whether you are looking for retirement planning, estate planning, investment management, or specialized services for seniors, small business owners, or individuals with special needs, Joseph P Lombardi and his team are equipped to help you navigate the complex world of finance. With a focus on ethics, education, and client-centered approach, this institution is dedicated to helping individuals achieve their financial goals and secure their future.

Jak Cukaj - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 200 Summit Lake Drive in Valhalla, New York, offers a range of financial services and expertise. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Jak Cukaj is equipped to assist individuals with asset management, retirement planning, estate planning, investment opportunities, and insurance products. Specializing in areas such as wealth transfers, federal taxation, and retirement planning for domestic partners, Jak Cukaj provides tailored financial solutions for a diverse range of clients. With a focus on ethical practices and continuing education, Jak Cukaj is dedicated to helping clients make informed decisions and achieve their financial goals.

Michael Mazzilli is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 399 Knollwood Road in White Plains, New York, United States. Michael holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, estate planning, retirement planning, and investment strategies. With a commitment to ethical practices and continued education, Michael provides personalized financial advice to individuals, retirees, small business owners, and high net worth clients. His comprehensive knowledge and dedication to helping clients make informed financial decisions set him apart as a trusted advisor in the finance industry.

Geri Pell is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 800 Westchester Avenue, Rye Brook, New York, United States. Geri Pell holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner, 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 demonstrate Geri Pell's expertise in various financial areas including wealth management, retirement planning, estate planning, investment management, and insurance products. Geri Pell is dedicated to providing high-quality financial advice and services to individuals, retirees, small business owners, and high net worth clients.

Paul Bello - TIAA Wealth Management Advisor is a renowned financial institution located at 4 Westchester Park Drive in White Plains, New York, United States. As a trusted advisor in wealth management, Paul Bello offers personalized financial planning services to help clients achieve their financial goals. With a focus on providing expert advice and tailored solutions, the institution is dedicated to helping individuals and families build and preserve their wealth for the future. With a commitment to excellence and a reputation for integrity, Paul Bello - TIAA Wealth Management Advisor is a leader in the finance industry.

Oxler Private Wealth is a prestigious finance institution located at 800 Westchester Avenue in Rye Brook, New York, United States. With a focus on providing personalized wealth management services, Oxler Private Wealth is dedicated to helping individuals and families achieve their financial goals. Their team of experienced professionals offers tailored investment strategies, financial planning, and asset management services to ensure clients' financial success and security. Visit Oxler Private Wealth to experience the highest level of expertise and service in the world of finance.

Christopher Wolt is a TD Wealth Relationship Manager located at 101 South Ridge Street in Rye Brook, New York. As a finance institution, Christopher Wolt specializes in providing personalized wealth management services to clients in the United States. With a focus on building strong relationships and understanding individual financial goals, Christopher Wolt offers expert advice and guidance to help clients achieve their financial objectives. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Christopher Wolt is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Egener Wealth Management is a reputable finance institution located at 501 Harris Road in Bedford Hills, New York, United States. Our experienced team of financial experts is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. With a focus on building long-term relationships and providing top-notch customer service, Egener Wealth Management is committed to guiding clients towards financial success and security. Contact us today to learn more about how we can help you manage and grow your wealth effectively.