Wealth preservation services in New City, NY
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Mike Keys - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenWelcome to Mike Keys - Private Wealth Advisor, Ameriprise Financial Services, LLC Located at 215 Washington Street, Watertown, New York, Mike Keys is your dedicated partner in navigating the complex world of financial planning and wealth management. As a seasoned Private Wealth Advisor with Ameriprise Financial Services, LLC, Mike brings a wealth of knowledge and a comprehensive suite of services to meet your financial needs.
215 Washington Street, Watertown, New York 13601, United States -
INTEGRITY FINANCIAL SERVICES
● OpenWelcome to Integrity Financial Services, your trusted partner in achieving financial success and security. Located in the heart of Wheatfield, New York, we are committed to providing personalized financial solutions that cater to the unique needs of our community. Our team of experienced professionals is dedicated to helping you navigate the complexities of financial planning, investment management, and wealth preservation. At Integrity Financial Services, we believe in building long-term relationships with our clients based on trust, transparency, and integrity. Whether you're planning for retirement, saving for your child's education, or managing your investment portfolio, we offer a comprehensive range of services to help you reach your financial goals.
Wheatfield, New York 14304, United States -
Anthony Mancuso - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenWelcome to Anthony Mancuso - Private Wealth Advisor at Ameriprise Financial Services, LLC, located on 8770 Transit Road, East Amherst, New York. Our firm provides a comprehensive suite of financial services tailored to meet the diverse needs of our clients. As a dedicated private wealth advisor, Anthony Mancuso brings a wealth of knowledge and expertise, backed by a series of distinguished certifications and designations that ensure a high standard of service and ethical practice. Anthony holds the AAMS™ (Accredited Asset Management Specialist) certification, which ensures he is adept at applying investment concepts to real-world asset management scenarios. He also holds the ADPA™ (Accredited Domestic Partnership Advisor) designation, which equips him to address complex wealth transfer and retirement planning needs, particularly for domestic partners.
8770 Transit Road, East Amherst, New York 14051, United States -
Huaxia Chinese School of Greater New York - 华夏大纽约中文学校
● OpenWelcome to the Huaxia Chinese School of Greater New York - 华夏大纽约中文学校, a vibrant hub for Chinese language and cultural education located at 200 White Oak Lane, Scarsdale, New York. As a cornerstone of the community since its inception, our school is dedicated to preserving and promoting Chinese heritage through a diverse array of language and cultural programs. Upcoming Classes and Enrollment Information: Our language and culture classes commence on September 8th. We encourage parents who have not yet completed payment to do so promptly, as textbooks can only be distributed upon payment. Detailed class schedules are available online:
200 White Oak Lane, Scarsdale, New York 10583, United States -
New York Public Library - Stephen A. Schwarzman Building
● OpenWelcome to the New York Public Library - Stephen A. Schwarzman Building, a beacon of knowledge and culture located at 476 5th Avenue in the heart of Manhattan, New York. As the flagship location of the New York Public Library, this iconic Beaux-Arts landmark stands as one of the premier research centers in the world, renowned for its extraordinary historical collections and unwavering commitment to providing free and equal access to its vast resources. Begin your journey at the Library's Visitor Center, where interactive exhibits bring the Library’s rich legacy and diverse collections to life. Dive deeper into history and culture with the Polonsky Exhibition of The New York Public Library’s Treasures, featuring some of the most extraordinary items from our 56 million-strong collection, curated to inspire and empower discovery and learning.
476 5th Avenue, Manhattan, New York, United States -
RG Wealth Management Group
● OpenWelcome to RG Wealth Management Group, your trusted partner in financial success, located at 331 East Main Street, Riverhead, New York. At RG Wealth Management Group, we are committed to providing personalized financial solutions tailored to meet your unique needs and goals. As a leading finance business in the heart of Riverhead, our team of experienced professionals is dedicated to guiding you through every phase of your financial journey. We offer a comprehensive range of services, including investment management, retirement planning, estate planning, and tax strategies, all designed to help you build, manage, and preserve your wealth. Our client-centric approach ensures that you receive the highest level of service and expert advice, empowering you to make informed financial decisions with confidence.
331 East Main Street, Riverhead, New York 11901, United States -
Benson Financial Services
● OpenWelcome to Benson Financial Services, your trusted partner in navigating the complex world of finance. Conveniently located at 28 Oneida Street, Oneonta, New York, we are dedicated to empowering you with the knowledge and tools needed to make informed decisions about your financial future. At Benson Financial Services, we specialize in a range of innovative investment strategies designed to meet your unique needs. Whether you're exploring "Income for Life" strategies, "Socially Conscious Investing" opportunities, late-stage college funding plans, or savvy social security planning, we offer solutions tailored to wealth accumulation, preservation, and distribution.
28 Oneida Street, Oneonta, New York 13820, United States -
Daniel Nava - TD Wealth Financial Advisor
● OpenWelcome to Daniel Nava - TD Wealth Financial Advisor, your trusted partner in financial planning and wealth management, located in the heart of Manhattan at 1995 Broadway, New York. Specializing in personalized financial strategies, we are committed to helping you achieve your financial goals with confidence and clarity. At Daniel Nava - TD Wealth, we understand that each client's financial journey is unique. Our tailored approach ensures that your investment portfolio, retirement planning, and wealth preservation strategies align with your individual aspirations and risk tolerance. Whether you're planning for retirement, saving for a major purchase, or looking to secure your family's financial future, we provide expert guidance every step of the way.
1995 Broadway, Manhattan, New York, United States -
Raymond James Financial Services
● OpenWelcome to Raymond James Financial Services, your trusted partner in navigating the complex world of finance. Conveniently located at 845 3rd Avenue in the heart of Manhattan, New York, we are committed to providing personalized financial solutions tailored to meet the unique needs of our clients. Our team of experienced professionals offers a wide range of services, including investment management, retirement planning, estate planning, and wealth preservation strategies. At Raymond James Financial Services, we prioritize building long-term relationships based on trust, integrity, and a deep understanding of your financial goals. Whether you're an individual investor or a business seeking expert financial advice, we're here to guide you every step of the way. Visit us today to discover how we can help you achieve financial success.
845 3rd Avenue, Manhattan, New York, United States -
Raymond James Financial Services
● OpenWelcome to Raymond James Financial Services, your trusted partner in navigating the complex world of finance. Conveniently located at 2 United Nations Plaza in the heart of Manhattan, New York, we are dedicated to providing personalized financial solutions tailored to meet your unique needs and goals. At Raymond James Financial Services, we pride ourselves on our commitment to excellence and integrity. Our team of experienced financial advisors is here to guide you through every step of your financial journey, offering expert advice in investment management, retirement planning, wealth preservation, and more. Whether you're an individual investor, a business owner, or planning for your family's future, we have the expertise and resources to help you achieve financial success.
2 United Nations Plaza, Manhattan, New York, United States -
Wealth PCP
● OpenWelcome to Wealth PCP, your trusted partner in financial success, conveniently located at 118 Dixon Avenue, Staten Island, New York. As a premier financial services provider, we specialize in offering personalized financial planning, investment management, and wealth preservation strategies tailored to meet the unique needs of each client. Our team of experienced financial advisors is dedicated to helping you achieve your financial goals through comprehensive and strategic solutions. Whether you are planning for retirement, seeking investment opportunities, or looking to safeguard your assets, Wealth PCP is here to guide you every step of the way. Visit us today and take the first step towards securing your financial future.
118 Dixon Avenue, Staten Island, New York 10303, United States -
Leo Wealth Management
● OpenWelcome to Leo Wealth Management, your trusted partner in achieving financial success. Conveniently located at 1110 South Avenue, Staten Island, New York, our firm is dedicated to providing personalized financial planning and investment management services to individuals, families, and businesses. At Leo Wealth Management, we understand that each client has unique financial goals and challenges. Our team of experienced financial advisors is committed to delivering tailored strategies that align with your specific needs. Whether you're planning for retirement, managing investments, or seeking guidance on wealth preservation, we are here to help you navigate the complexities of the financial world with confidence.
1110 South Avenue, Staten Island, New York 10314, United States -
Hansfred Jean - TD Wealth Financial Advisor
● OpenWelcome to Hansfred Jean - TD Wealth Financial Advisor, your trusted partner in financial planning and wealth management located in the heart of Brooklyn, New York. Situated at 2173 86th Street, our office is dedicated to providing personalized financial solutions tailored to meet your unique needs and aspirations. At Hansfred Jean - TD Wealth Financial Advisor, we understand that every financial journey is different. Our experienced advisor, Hansfred Jean, is committed to delivering expert guidance and strategic planning to help you achieve your financial goals. Whether you are planning for retirement, looking to invest, or seeking advice on wealth preservation, we offer a comprehensive range of services to support your financial well-being.
2173 86th Street, Brooklyn, New York 11214, United States -
Alfredo Ercilla - TD Wealth Financial Advisor
● OpenWelcome to Alfredo Ercilla - TD Wealth Financial Advisor, your trusted partner in achieving financial success and security. Conveniently located at 2173 86th Street, Brooklyn, New York, we specialize in providing personalized financial advice and wealth management solutions tailored to meet your unique goals and aspirations. At Alfredo Ercilla - TD Wealth Financial Advisor, we understand that every financial journey is different. Our dedicated team is committed to helping you navigate the complexities of financial planning, investment strategies, and wealth preservation with confidence and ease. Whether you're planning for retirement, saving for your children's education, or looking to grow your investment portfolio, we offer expert guidance and customized strategies to help you reach your financial objectives.
2173 86th Street, Brooklyn, New York 11214, United States -
Wells Fargo Wealth Management
● OpenWelcome to Wells Fargo Wealth Management, your trusted partner in navigating the complexities of finance and investment. Conveniently located at 4864 Arthur Kill Road in Staten Island, New York, we are dedicated to serving the financial needs of our community with expertise and personalized attention. At Wells Fargo Wealth Management, we understand that every financial journey is unique. Our team of experienced financial advisors is committed to helping you achieve your financial goals, whether you're planning for retirement, managing your investments, or preserving your wealth for future generations. We offer a comprehensive range of services, including portfolio management, estate planning, retirement planning, and more, all tailored to meet your specific needs.
4864 Arthur Kill Road, Staten Island, New York 10309, United States -
Rob Piscatelli - Branch Manager, Ameriprise Financial Services, LLC
● OpenWelcome to the official website of Rob Piscatelli, Branch Manager at Ameriprise Financial Services, LLC, located at 1174 Veterans Memorial Highway, Hauppauge, New York. Specializing in comprehensive financial planning and advisory services, Rob Piscatelli and his team are committed to helping you achieve your financial goals through personalized strategies and expert guidance. At Ameriprise Financial, we understand the importance of aligning financial plans with your unique goals and values. Each advisor brings a wealth of experience and specialized knowledge to the table. Whether you're planning for retirement, managing investments, or seeking advice on estate planning, our team is equipped with the credentials and expertise to guide you every step of the way.
1174 Veterans Memorial Highway, Hauppauge, New York 11788, United States -
Mark Peterson - Financial Advisor, Ameriprise Financial Services, LLC
● OpenWelcome to Mark Peterson - Financial Advisor, Ameriprise Financial Services, LLC Located at 800 Veterans Memorial Highway in Hauppauge, New York, Mark Peterson is your trusted partner in navigating the complexities of financial planning. As a dedicated financial advisor, Mark offers personalized services tailored to meet the unique financial needs of individuals, retirees, and small business owners in the community.
800 Veterans Memorial Highway, Hauppauge, New York 11788, United States -
Total Wealth Planning: Dominic V. Privitera
● OpenWelcome to Total Wealth Planning: Dominic V. Privitera, your trusted partner in securing a prosperous financial future. Conveniently located at 140 Adams Avenue, Hauppauge, New York, we specialize in providing personalized financial services tailored to meet the unique needs of each client. Our mission is to help you achieve your financial goals through comprehensive wealth management strategies, investment planning, retirement solutions, and more. With years of experience and a commitment to excellence, Dominic V. Privitera and his team are dedicated to delivering expert guidance and personalized service. Whether you're planning for retirement, managing your investments, or seeking estate planning advice, we are here to assist you every step of the way. Visit us today to discover how we can help you build and preserve your wealth for a secure and successful future.
140 Adams Avenue, Hauppauge, New York 11788, United States -
American Portfolios Financial Services
● OpenWelcome to American Portfolios Financial Services, your trusted partner in navigating the financial landscape. Conveniently located at 4250 Veterans Memorial Highway in Holbrook, New York, we are committed to providing personalized financial solutions tailored to meet your unique needs. Our experienced team of financial advisors offers a comprehensive range of services, including investment management, retirement planning, risk management, and wealth preservation strategies. At American Portfolios Financial Services, we pride ourselves on our client-centric approach, ensuring that your financial goals are our top priority. Whether you're planning for the future, managing current assets, or seeking to grow your wealth, we are here to guide you every step of the way. Visit us today and discover how we can help you achieve financial success with confidence.
4250 Veterans Memorial Highway, Holbrook, New York 11741, United States -
Robert Gargiulo - Financial Advisor, Ameriprise Financial Services, LLC
● OpenWelcome to Robert Gargiulo - Financial Advisor, Ameriprise Financial Services, LLC, your trusted partner in financial planning and asset management. Located at 175 South Wellwood Avenue, Lindenhurst, New York, our practice is dedicated to helping you achieve your financial goals with personalized strategies and expert guidance. Robert Gargiulo is a highly qualified financial advisor, holding numerous certifications that reflect a deep commitment to excellence and ethical standards in the finance industry. With credentials such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Robert is equipped to address a wide range of financial planning needs, from investment strategies and asset allocation to estate planning and risk management.
175 South Wellwood Avenue, Lindenhurst, New York 11757, United States -
Bob Sutton - Financial Advisor, Ameriprise Financial Services, LLC
● OpenWelcome to Bob Sutton - Financial Advisor, Ameriprise Financial Services, LLC, located at 50 Station Road, Water Mill, New York 11976. Our firm is dedicated to providing expert financial guidance tailored to your unique needs. With a robust suite of qualifications, Bob Sutton is equipped to help you navigate the complexities of financial planning, investment strategies, and wealth management. Our advisor holds prestigious certifications, including the AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, each reflecting a deep commitment to ethical standards and comprehensive financial expertise. These designations cover a wide range of financial disciplines, from asset allocation and estate planning to retirement strategies and investment opportunities for retirees and small business owners.
50 Station Road, Water Mill, New York 11976, United States -
Michael Laliberte - Financial Advisor, Ameriprise Financial Services, LLC
● OpenWelcome to "Michael Laliberte - Financial Advisor, Ameriprise Financial Services, LLC," where we are dedicated to guiding you through the complexities of financial planning. Situated at 50 Station Road, Water Mill, New York, our firm is committed to providing personalized financial advice tailored to your unique needs and goals. Michael Laliberte, a seasoned financial advisor, brings a wealth of expertise and a wide array of professional designations that underscore his commitment to excellence and ethical practice in the field of finance. With certifications such as the Accredited Asset Management Specialist™ (AAMS™), Accredited Domestic Partnership Advisor™ (ADPA™), and Accredited Investment Fiduciary® (AIF®), Michael is equipped to address a diverse range of financial scenarios, from asset management and estate planning to retirement strategies and wealth transfers.
50 Station Road, Water Mill, New York 11976, United States -
Philip Andriola - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenWelcome to Philip Andriola - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 50 Station Road, Water Mill, New York 11976. As a trusted partner in finance, we are dedicated to helping you achieve your financial goals with personalized strategies tailored to your unique needs. Our team is equipped with an array of prestigious certifications that demonstrate our commitment to excellence and ethical practices in financial advising. Our expertise spans a broad spectrum, including asset management, estate planning, retirement strategies, and investment opportunities tailored for retirees and small business owners. We are proud to hold advanced certifications such as the Accredited Asset Management Specialist™ (AAMS™), Accredited Domestic Partnership Advisor™ (ADPA™), and Accredited Investment Fiduciary® (AIF®), among others.
50 Station Road, Water Mill, New York 11976, United States -
Edgar Betancourt - Ameriprise Financial Services, LLC
● OpenWelcome to Edgar Betancourt - Ameriprise Financial Services, LLC, your trusted partner in navigating the complexities of financial planning and investment management. Conveniently located at 1673 County Road 39 in Southampton, New York, we specialize in providing personalized financial advice tailored to meet your unique goals and aspirations. At Edgar Betancourt - Ameriprise Financial Services, LLC, we understand that each client has distinct financial needs and objectives. That's why we offer a comprehensive approach to financial planning, ensuring that your strategy aligns perfectly with your personal goals. Our advisors possess a wide array of professional certifications and designations, underscoring their commitment to excellence and expertise in areas such as asset management, estate planning, retirement solutions, and investment strategies.
1673 County Road 39, Southampton, New York 11968, United States -
Rocco A Carriero - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenWelcome to Rocco A Carriero - Private Wealth Advisor, Ameriprise Financial Services, LLC, where we are committed to providing exceptional financial advisory services tailored to your unique needs. Located at 1673 County Road 39, Southampton, New York, our team is dedicated to helping you achieve your financial goals with confidence and clarity. Our expertise is backed by a range of prestigious certifications, ensuring that we deliver the highest standard of financial planning and advice. Our advisor holds the AAMS™ (Accredited Asset Management Specialist™) certification, which emphasizes a strong ethical foundation and proficiency in asset management, investment strategies, estate planning, and more. We also offer specialized services for domestic partners, retirees, and small business owners, thanks to our ADPA™ (Accredited Domestic Partnership Advisor™) and AWMA℠ (Accredited Wealth Management Advisor℠) designations.
1673 County Road 39, Southampton, New York 11968, United States -
George Kreuscher - Financial Advisor, Ameriprise Financial Services, LLC
● OpenWelcome to George Kreuscher - Financial Advisor, Ameriprise Financial Services, LLC, located at 1673 County Road 39, Southampton, New York. We are your trusted partner in financial planning and investment management, dedicated to helping you achieve your financial goals with personalized strategies and expert advice. George Kreuscher brings a wealth of knowledge and expertise to the table, holding numerous prestigious certifications and designations that highlight his commitment to excellence and professional growth in the financial services industry. As an Accredited Asset Management Specialist (AAMS™), George adheres to a strict code of ethics and applies investment concepts to real-world situations, ensuring your assets are managed effectively.
1673 County Road 39, Southampton, New York 11968, United States -
Meredith Diamond - Financial Advisor, Ameriprise Financial Services, LLC
● OpenMeredith Diamond - Financial Advisor, Ameriprise Financial Services, LLC Welcome to Meredith Diamond - Financial Advisor, located at 1673 County Road 39, Southampton, New York. With a commitment to providing exceptional financial guidance, our firm is dedicated to helping you achieve your financial goals through personalized strategies and expert advice.
1673 County Road 39, Southampton, New York 11968, United States -
Helen Minieri Stacy CFP® - UBS Financial Services Inc.
● OpenWelcome to Helen Minieri Stacy CFP® - UBS Financial Services Inc., your trusted partner in achieving financial success. Conveniently located at 8 Main Street, Southampton, New York, our firm is dedicated to providing personalized financial advice and solutions tailored to meet your unique needs. With a wealth of experience in the finance industry, Helen Minieri Stacy, a Certified Financial Planner®, leads our team in offering services that include investment management, retirement planning, estate planning, and wealth preservation strategies. Our commitment to excellence and client-focused approach ensures that you receive the highest level of service and guidance. Whether you are planning for your future, managing your investments, or seeking to protect your assets, we are here to help you navigate your financial journey with confidence. Visit us today to discover how we can assist you in reaching your financial goals.
8 Main Street, Southampton, New York 11968, United States -
Kevin N. Kitt - UBS Financial Services Inc.
● OpenWelcome to Kevin N. Kitt - UBS Financial Services Inc., your trusted partner in navigating the complex world of finance. Conveniently located at 8 Main Street in the charming town of Southampton, New York, we are committed to serving our community with personalized financial solutions and expert guidance. At Kevin N. Kitt - UBS Financial Services Inc., we understand that every client's financial journey is unique. Our team of experienced professionals is dedicated to providing tailored strategies to help you achieve your financial goals, whether they involve investment management, retirement planning, wealth preservation, or estate planning.
8 Main Street, Southampton, New York 11968, United States -
RBC Wealth Management Branch - Hampton Bays
● OpenWelcome to RBC Wealth Management Branch - Hampton Bays Nestled on the picturesque Montauk Highway, the RBC Wealth Management Branch in Hampton Bays is your local gateway to world-class financial services. Conveniently accessible from both the North and South Forks of Long Island's East End, our branch has proudly served this vibrant community for over 12 years.
223 West Montauk Highway, Hampton Bays, New York 11946, United States
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