TOP 30 Best Wealth management firm in New York

Welcome to the Law Office of Mark A. Commins, Esq., your trusted legal partner in Bay Shore, New York. Conveniently located at 1265 Sunrise Highway, our firm is dedicated to providing exceptional legal services tailored to meet your unique needs. With a commitment to integrity, professionalism, and personalized attention, Mark A. Commins, Esq. brings years of experience and a deep understanding of the law to every case. Whether you require assistance with family law, real estate transactions, personal injury claims, or estate planning, our office is here to guide you through the legal process with expertise and compassion. We pride ourselves on building strong relationships with our clients, ensuring that your concerns are heard and your rights are protected.

Welcome to the Law Office of Pamela J. Nornes, Esq., where personalized and dedicated legal services are our hallmark. Conveniently located at 85 West Main Street in the heart of Bay Shore, New York, our practice is committed to serving the legal needs of our community with professionalism and integrity. Pamela J. Nornes, Esq. is a seasoned attorney with a wealth of experience in providing comprehensive legal solutions tailored to each client's unique circumstances. Whether you are seeking guidance on family law, real estate transactions, estate planning, or any other legal matter, you can trust that our office will handle your case with the utmost care and expertise.

Welcome to Banducci Katz & Ferraris, your trusted partner in accounting and finance, located in the heart of Sag Harbor at 108 Main Street, New York. With a commitment to excellence and a personalized approach, we offer a comprehensive range of services tailored to meet the unique financial needs of individuals and businesses alike. Our team of experienced professionals is dedicated to helping you achieve financial success through meticulous planning, accurate bookkeeping, and strategic financial advice. Whether you're seeking tax preparation, financial consulting, or auditing services, Banducci Katz & Ferraris is here to guide you every step of the way. Visit us today and experience the peace of mind that comes with having a reliable financial partner by your side.

Welcome to the Law Offices of Gary E. Ireland, where we are committed to providing expert legal services with a personal touch. Conveniently located at 2195 Montauk Highway in the heart of Bridgehampton, New York, our practice is dedicated to serving the diverse legal needs of our community and beyond. At the Law Offices of Gary E. Ireland, we understand that navigating the legal system can be daunting. That's why we prioritize clear communication, personalized attention, and a strategic approach to each case. Our experienced team specializes in a wide range of legal areas, ensuring that we can address your unique situation with the utmost professionalism and care.

Welcome to Leonor Navarro P.C., your trusted partner in finance and legal services located in the heart of Riverhead, New York. Situated at 1303 Roanoke Avenue, our firm is dedicated to providing expert financial and legal guidance tailored to meet the unique needs of each client. With a strong commitment to integrity and professionalism, Leonor Navarro P.C. specializes in offering comprehensive solutions that encompass both finance and law, ensuring that you receive the most informed and strategic advice. Whether you need assistance with financial planning, legal representation, or navigating complex regulatory landscapes, our experienced team is here to support you every step of the way. Visit us today to discover how we can help secure your financial future and protect your legal interests.

Welcome to Robert Kouffman & Associates Located in the heart of Bridgehampton at 2411 Main Street, Robert Kouffman & Associates stands as a beacon of legal excellence and personalized service. Our firm is dedicated to providing top-tier legal representation to individuals and businesses throughout New York. With a strong commitment to integrity, professionalism, and client satisfaction, we strive to deliver practical and effective solutions tailored to meet your unique needs.

Welcome to Certified Financial Services, your trusted partner in navigating the complex world of finance, insurance, and legal matters. Conveniently located at 34 Red Creek Circle, Hampton Bays, New York, we are dedicated to providing personalized and comprehensive solutions to meet your unique needs. At Certified Financial Services, we understand that financial planning, insurance, and legal guidance are integral to achieving peace of mind and long-term success. Our team of experienced professionals is committed to delivering exceptional service, tailored strategies, and expert advice to help you make informed decisions and secure your future.

Welcome to Farrell Fritz, P.C., your trusted partner in accounting, finance, and legal services located at 50 Station Road, Water Mill, New York. Our multidisciplinary team is dedicated to providing comprehensive solutions that meet your business and personal needs. At Farrell Fritz, P.C., we pride ourselves on staying at the forefront of the legal and financial landscapes. Our Cannabis Practice Group, led by Jason Little, has been featured on Fox News Radio for insights into New York's crackdown on illegal cannabis businesses and its implications on real estate. Our team is also actively engaged in addressing current issues such as the looming cut in estate tax exemptions, with advisors turning to trusts for strategic planning.

Welcome to Gilmartin & Bregman - Your Trusted Legal Partners in Southampton Located conveniently at 320 New York 27A, Southampton, New York, Gilmartin & Bregman is a distinguished law firm dedicated to providing exceptional legal services to the community. With years of experience and a commitment to excellence, our team of skilled attorneys is here to guide you through a wide range of legal matters with professionalism and integrity.

Welcome to Twomey, Latham, Shea, Kelley, Dubin & Quartararo, LLP, your trusted legal partner in Southampton, New York. Conveniently located at 200 North Sea Road, our esteemed law firm has proudly served the community with dedication and integrity for many years. Our team of highly skilled attorneys is committed to providing expert legal counsel across a wide range of practice areas, including real estate, estate planning, business law, litigation, and more. We understand the unique needs of our clients and strive to deliver personalized solutions that achieve the best possible outcomes. At Twomey, Latham, Shea, Kelley, Dubin & Quartararo, LLP, we prioritize building lasting relationships based on trust and transparency. Whether you are seeking advice for personal matters or complex business issues, our knowledgeable and compassionate team is here to guide you every step of the way. Contact us today to schedule a consultation and discover how we can assist you with your legal needs.

Welcome to Aidala, Bertuna & Kamins, PC, your trusted partner for skilled legal advice and focused action to achieve your goals. Located at 1764 County Road 39, Southampton, New York, we specialize in providing comprehensive legal services tailored to meet your unique needs. Our team is dedicated to offering long-term estate planning solutions that are customized to suit your family's requirements, ensuring peace of mind for the future. At Aidala, Bertuna & Kamins, PC, we pride ourselves on delivering results. Our accomplished attorneys, including Partner Imran H. Ansari and Associate Rosario Bona, have a proven track record of success. Recently, alongside intern Emma Barbaccia, they secured a favorable jury trial verdict for a plaintiff in a personal injury case in the New York State Supreme Court in Brooklyn. Additionally, our firm achieved a significant victory when all charges against a client were dismissed and sealed in the Manhattan Supreme Court.

Welcome to Huebner Joel CPA, your trusted partner in accounting and finance, conveniently located at 20 Montauk Highway, Hampton Bays, New York. With a commitment to delivering personalized and professional financial services, we cater to individuals and businesses alike, ensuring your financial health is our top priority. Our team of experienced CPAs is dedicated to providing comprehensive solutions, including tax planning and preparation, bookkeeping, auditing, and financial consulting. At Huebner Joel CPA, we pride ourselves on our attention to detail, integrity, and a client-centered approach that fosters long-lasting relationships. Whether you're looking to optimize your personal finances or streamline your business operations, trust us to guide you every step of the way. Visit us today and discover how we can help you achieve your financial goals with confidence and clarity.

Welcome to Flanagan Gilbert G, your trusted legal partner in Southampton, New York. Conveniently located at 21 South Main Street, our firm is dedicated to providing exceptional legal services to meet the diverse needs of our clients. With years of experience in the legal field, Flanagan Gilbert G specializes in offering expert advice and representation across a wide range of legal matters. Our commitment to personalized service ensures that each client receives the attention and tailored solutions they deserve. Whether you require assistance with personal, family, or business legal issues, Flanagan Gilbert G is here to guide you every step of the way. Contact us today to schedule a consultation and discover how we can help you achieve your legal goals.

Welcome to Kenneth R. Torti, Esq., your trusted legal partner located in the heart of Eastport, New York. Situated at 167 Melody Court, our firm is dedicated to providing exceptional legal services to individuals and businesses in the community and beyond. With a commitment to excellence and a personalized approach, Kenneth R. Torti, Esq. specializes in a wide range of legal areas, ensuring that each client receives the attention and expertise they deserve. Whether you're navigating complex legal challenges or seeking guidance on everyday matters, our experienced team is here to support you every step of the way. Contact us today to schedule a consultation and discover how we can assist with your legal needs.

Welcome to Richard T Haefeli Law Offices, your trusted legal partner in Westhampton Beach, New York. Conveniently located at 48 Main Street, our firm is dedicated to providing exceptional legal services tailored to meet the unique needs of our clients. With a strong commitment to professionalism and integrity, we specialize in a wide range of legal areas to assist individuals, families, and businesses in navigating complex legal matters. Our experienced team is here to offer personalized solutions and expert guidance, ensuring that your rights and interests are protected. Whether you are facing legal challenges or seeking proactive legal advice, Richard T Haefeli Law Offices is here to help you achieve the best possible outcomes. Visit us today or contact us to schedule a consultation and discover how we can assist you with your legal needs.

Welcome to the Suffolk Mediation Center, your trusted partner in resolving disputes effectively and amicably. Located at 15 Frowein Road, Building A3, Center Moriches, New York, our center is dedicated to providing a supportive environment where parties can express their interests and work towards a customized resolution. Mediation is a time-honored method for conflict resolution, offering a cost-effective and less stressful alternative to court proceedings. Our experienced mediators, including Fred L. Ayler, a New York State certified mediator and community leader, and Gabriele Burner, a skilled litigator with nearly two decades of experience, are here to guide you through the mediation process. Together, they bring a wealth of knowledge and a unique approach to dispute resolution, ensuring that both parties have a neutral ear and a confidential setting to reach an agreement.

Welcome to Eaton & Griffith, your trusted legal experts located in the heart of Sidney, New York. Situated at 76 Main Street, our practice is dedicated to providing comprehensive legal services with a commitment to excellence and personalized attention. At Eaton & Griffith, we understand the complexities of the legal system and strive to offer our clients clear guidance and effective solutions tailored to their unique needs. Our team of experienced attorneys specializes in a wide range of legal areas, ensuring that you receive expert advice and representation. Whether you're dealing with matters related to family law, estate planning, real estate, or business law, Eaton & Griffith is here to support you every step of the way.

Welcome to JP Cuomo & Company, your trusted partner in financial excellence located in the heart of Owego, New York. Situated at 1277 Taylor Road, our firm is dedicated to providing top-tier financial services to individuals and businesses alike. With a commitment to integrity and personalized service, we offer a comprehensive range of solutions, including financial planning, investment management, tax advisory, and more. Our team of experienced professionals is here to guide you through every financial decision, ensuring your goals are met with precision and care. Discover the difference of working with a finance firm that prioritizes your success. Visit JP Cuomo & Company today to start your journey toward financial prosperity.

Welcome to Pinnacle Investments, LLC, your trusted partner in financial planning and investment management, located at 16 Orangewood Drive, New York 13090, United States. As a premier finance firm, we are committed to providing planned results to help you achieve your financial goals. Whether you're seeking exceptional advisors who produce real results or are in search of unique investment opportunities, Pinnacle Investments is here to guide you. At Pinnacle Investments, we pride ourselves on having the knowledge, education, and credentials you'd expect from a leading investment firm. Our comprehensive range of products and services includes traditional stocks, bonds, CDs, and mutual funds, as well as personal financial planning, asset allocation, managed portfolios, and corporate pension plans. We also offer unique investment opportunities, including private placements and alternative investments, tailored to your needs.

Welcome to John Naprawa - Financial Advisor, Ameriprise Financial Services, LLC, your trusted partner in financial planning and asset management located conveniently at 7672 Oswego Road, New York 13090, United States. At our firm, we understand that each client's financial journey is unique, and we are committed to providing personalized financial advice to help you achieve your goals. Our team is equipped with a wide array of certifications and expertise to address diverse financial needs. With the Accredited Asset Management Specialist (AAMS™) certification, we adhere to a code of ethics and apply investment concepts to real-world asset management scenarios, covering topics such as asset allocation, investment strategies, and estate planning. Additionally, our Accredited Domestic Partnership Advisor (ADPA™) designation ensures we are well-versed in wealth transfers, federal taxation, and planning for domestic partners.

Welcome to Mayflower Capital, LLC, your trusted partner in financial success. Conveniently located at 72 South Main Street, Homer, New York, we are committed to providing personalized financial services tailored to meet your unique needs. Our team of experienced professionals specializes in a wide range of financial solutions, including investment management, retirement planning, and wealth advisory services. At Mayflower Capital, we pride ourselves on our client-focused approach, ensuring that every strategy we develop aligns with your financial goals and aspirations. Whether you're planning for the future, managing existing wealth, or navigating complex financial landscapes, Mayflower Capital is here to guide you every step of the way. Visit us today and discover how we can help you achieve financial peace of mind.

Welcome to Schneider Financial LLC, your trusted partner in financial success, conveniently located at 17 Main Street, Cortland, New York 13045. We are a dedicated finance firm committed to helping individuals and businesses achieve their financial goals. With a team of experienced professionals, we offer a comprehensive range of services including financial planning, investment management, tax preparation, and retirement planning. At Schneider Financial LLC, we pride ourselves on providing personalized solutions tailored to meet your unique needs. Our client-centric approach ensures that we understand your financial objectives and work diligently to help you navigate the complexities of the financial world. Whether you're planning for the future, managing your wealth, or seeking guidance on tax strategies, we are here to provide expert advice and support every step of the way.

Welcome to The Figler and Frechette Group at Morgan Stanley, where your financial future is our top priority. Conveniently located at 250 South Clinton Street in the heart of Syracuse, New York, we are a dedicated team of finance professionals committed to providing personalized wealth management solutions to individuals, families, and businesses. With a deep understanding of the financial landscape and a client-centric approach, we offer a comprehensive range of services, including investment management, retirement planning, estate planning, and more. At The Figler and Frechette Group, we strive to empower our clients with the knowledge and tools they need to achieve their financial goals. Visit us today and discover how we can help secure your financial future with confidence and clarity.

Welcome to Molinari / Satalin - UBS Financial Services Inc., your trusted partner in navigating the financial landscape. Conveniently located at 440 South Warren Street, The Galleries, in the heart of Syracuse, New York, our team is dedicated to providing personalized financial solutions tailored to meet your unique needs. As a leading provider in the finance sector, we offer a comprehensive range of services, including investment management, retirement planning, wealth preservation, and estate planning. Our experienced professionals are committed to delivering exceptional service and expert guidance to help you achieve your financial goals. Whether you are an individual investor or a business owner, Molinari / Satalin - UBS Financial Services Inc. is here to support you every step of the way. Visit us today to discover how we can help secure your financial future.

Welcome to The Corona Group at Morgan Stanley, your trusted partner in navigating the complexities of financial management. Located at 250 South Clinton Street in the heart of Syracuse, New York, we are dedicated to providing personalized financial services that meet the unique needs of individuals, families, and businesses in our community. Our team of experienced financial advisors is committed to helping you achieve your financial goals through comprehensive planning and strategic investment solutions. At The Corona Group, we understand that each client’s financial journey is unique, and we pride ourselves on delivering tailored advice and innovative strategies that align with your aspirations.

Welcome to Colette Powers - UBS Financial Services Inc., your trusted partner in financial management and planning, located at 440 South Warren Street, The Galleries, Syracuse, New York 13202. Our firm 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, Colette Powers and her team offer a comprehensive range of services including wealth management, retirement planning, investment strategies, and more. At Colette Powers - UBS Financial Services Inc., we pride ourselves on our client-centric approach, ensuring that your financial goals are at the forefront of our strategies. Our experienced professionals are here to guide you through every step of your financial journey, offering insights and solutions that align with your personal and professional aspirations.

Welcome to Michael Abraham, CFP® - UBS Financial Services Inc., your trusted partner in financial planning and wealth management located in the heart of Syracuse, New York. Situated at 440 South Warren Street, our firm is dedicated to providing personalized financial guidance and innovative solutions to help you achieve your financial goals. As a Certified Financial Planner (CFP®), Michael Abraham brings a wealth of experience and a commitment to excellence in delivering comprehensive financial services. Whether you're planning for retirement, managing investments, or seeking strategies to grow and preserve your wealth, we offer tailored solutions designed to meet your unique needs.

Welcome to Herbert Lees Associates, your trusted partner in financial excellence located at 770 James Street, Syracuse, New York. With a commitment to providing personalized and comprehensive financial services, we are dedicated to helping you achieve your financial goals. Our team of experienced professionals offers a wide range of services, including financial planning, investment management, tax advisory, and more, tailored to meet the unique needs of each client. At Herbert Lees Associates, we pride ourselves on our client-centric approach, ensuring transparency, integrity, and reliability in every interaction. Whether you're an individual seeking guidance or a business looking for strategic financial solutions, we are here to support you every step of the way. Visit us today and discover how we can help you secure your financial future.

Welcome to Edward Carlson Financial Services, your trusted partner in achieving financial success. Conveniently located at 7941 Brewerton Road, Cicero, New York, our firm is dedicated to providing expert financial advice and personalized solutions to meet the unique needs of each client. With a strong commitment to integrity and excellence, Edward Carlson Financial Services offers a comprehensive range of services including financial planning, investment management, retirement strategies, and tax planning. Our team of experienced professionals is here to guide you through every step of your financial journey, ensuring peace of mind and a secure future. Visit us today to discover how we can help you reach your financial goals with confidence.

Welcome to Tracy Buisch - Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 3504 James Street, Syracuse, New York. Our mission is to help you navigate your financial journey with confidence and clarity. At Tracy Buisch's practice, we understand that every financial situation is unique. That's why we begin with a complimentary initial consultation to discuss what matters most to you. This session provides an overview of essential financial planning concepts, setting a foundation for your financial future. Please note that while this consultation offers valuable insights, it does not include written analysis or specific recommendations.