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Wealth transfers in New York

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5 1
#1

Pioneer Wealth Management

● Open
652 Albany Shaker Rd, Albany, NY 12211, United States
518-730-3140
pioneerny.com

Pioneer Wealth Management is a leading finance institution located at 652 Albany Shaker Road in Albany, New York.

Financial Service
Details
5 1
#2

Council Rock Wealth Advisory Group - Ameriprise Financial Services, LLC

● Closed
90 Linden Oaks Ste 230, Rochester, NY 14625, United States
585-461-2280
ameripriseadvisors.com

Council Rock Wealth Advisory Group - Ameriprise Financial Services, LLC is a finance institution located at 90 Linden Oaks, Rochester, New York, United States. They have been recognized as one of the Forbes Best-in-State Wealth Management Teams for 2024.

Photo of Council Rock Wealth Advisory Group - Ameriprise Financial Services, LLC - 90 Linden Oaks, Rochester, NY 14625 Photo of Council Rock Wealth Advisory Group - Ameriprise Financial Services, LLC - 90 Linden Oaks, Rochester, NY 14625 Photo of Council Rock Wealth Advisory Group - Ameriprise Financial Services, LLC - 90 Linden Oaks, Rochester, NY 14625
Financial Service
Details
5 1
#3

ClearEdge Private Wealth - Ameriprise Financial Services, LLC

● Closed
1600 Stewart Ave #303, Westbury, NY 11590, United States
516-683-1111
ameripriseadvisors.com

ClearEdge Private Wealth - Ameriprise Financial Services, LLC is a finance institution located at 1600 Stewart Avenue, Westbury, New York, United States.

Photo of ClearEdge Private Wealth - Ameriprise Financial Services, LLC - 1600 Stewart Avenue, Westbury, NY 11590
Financial Service
Details
5 1
#4

B. Riley Wealth Tax Services - Mineola, NY

● Closed
181 E Jericho Turnpike, Mineola, NY 11501, United States
516-621-2500
brileyfin.com

B. Riley Wealth Tax Services in Mineola, NY, located at 181 East Jericho Turnpike, offers expert tax services for individuals and businesses.

Photo of B. Riley Wealth Tax Services - Mineola, NY - 181 East Jericho Turnpike, Mineola, NY 11501
Accounting Service Financial Service
Details
4.5 12
#5

B. Riley Wealth Tax Services Poughkeepsie, NY

● Closed
11 Raymond Ave, Poughkeepsie, NY 12603, United States
845-485-3300
brileyfin.com

B. Riley Wealth Tax Services in Poughkeepsie, NY, located at 11 Raymond Avenue, offers expert accounting and finance services to both individuals and businesses.

Photo of B. Riley Wealth Tax Services Poughkeepsie, NY - 11 Raymond Avenue, Poughkeepsie, NY 12603
Accounting Service Financial Service
Details
4.2 5
#6

Kuttin Wealth Management - Ameriprise Financial Services, LLC

● Closed
1174 Veterans Memorial Hwy, Hauppauge, NY 11788, United States
631-770-0335
ameripriseadvisors.com

Kuttin Wealth Management - Ameriprise Financial Services, LLC, located at 1174 Veterans Memorial Highway in Hauppauge, New York, is a top-rated finance institution recognized by Barron's as one of the Top 100 Private Wealth Management Teams for 2023.

Photo of Kuttin Wealth Management - Ameriprise Financial Services, LLC - 1174 Veterans Memorial Highway, Hauppauge, NY 11788 Photo of Kuttin Wealth Management - Ameriprise Financial Services, LLC - 1174 Veterans Memorial Highway, Hauppauge, NY 11788 Photo of Kuttin Wealth Management - Ameriprise Financial Services, LLC - 1174 Veterans Memorial Highway, Hauppauge, NY 11788
Financial Service
Details
5 28
#7

Kristopher J. Weinisch, CFP®, ChFC®, CLU®, RICP®, Wealth Management Advisor

● Closed
400 Broadhollow Rd, Melville, NY 11747, United States
631-592-2053
kristopherweinisch.nm.com

Kristopher J. Weinisch, CFP®, ChFC®, CLU®, RICP®, Wealth Management Advisor is a reputable finance institution located at 400 Broadhollow Road in Melville, New York, United States.

Photo of Kristopher J. Weinisch, CFP®, ChFC®, CLU®, RICP®, Wealth Management Advisor - 400 Broadhollow Road, Melville, NY 11747 Photo of Kristopher J. Weinisch, CFP®, ChFC®, CLU®, RICP®, Wealth Management Advisor - 400 Broadhollow Road, Melville, NY 11747 Photo of Kristopher J. Weinisch, CFP®, ChFC®, CLU®, RICP®, Wealth Management Advisor - 400 Broadhollow Road, Melville, NY 11747
Financial Service
Details
#8

Seven Bridges Wealth Advisors - Ameriprise Financial Services, LLC

● Closed
50 Main St Suite 1560, White Plains, NY 10606, United States
914-747-0810
ameripriseadvisors.com

Seven Bridges Wealth Advisors - Ameriprise Financial Services, LLC is a finance institution located at 50 Main Street, White Plains, New York, United States. Ameriprise financial advisors are registered to do business in certain U.S. states.

Photo of Seven Bridges Wealth Advisors - Ameriprise Financial Services, LLC - 50 Main Street, White Plains, NY 10606 Photo of Seven Bridges Wealth Advisors - Ameriprise Financial Services, LLC - 50 Main Street, White Plains, NY 10606 Photo of Seven Bridges Wealth Advisors - Ameriprise Financial Services, LLC - 50 Main Street, White Plains, NY 10606
Financial Service
Details
#9

Salisbury Bank Wealth Advisory

● Closed
801 Auto Park Pl, Newburgh, NY 12550, United States
845-849-7380
salisburybank.com

Salisbury Bank Wealth Advisory is a premier financial institution located at 801 Auto Park Place in Newburgh, New York.

Photo of Salisbury Bank Wealth Advisory - 801 Auto Park Place, Newburgh, NY 12550 Photo of Salisbury Bank Wealth Advisory - 801 Auto Park Place, Newburgh, NY 12550
Financial Service
Details
#10

Seven Bridges Wealth Advisors - Ameriprise Financial Services, LLC

● Open
23 Wallkill Ave, Wallkill, NY 12589, United States
845-454-3021
ameripriseadvisors.com

Seven Bridges Wealth Advisors - Ameriprise Financial Services, LLC is a finance institution located at 23 Wallkill Avenue in Wallkill, New York, United States. Our Ameriprise financial advisors are registered to do business in certain U.S.

Photo of Seven Bridges Wealth Advisors - Ameriprise Financial Services, LLC - 23 Wallkill Avenue, Wallkill, NY 12589 Photo of Seven Bridges Wealth Advisors - Ameriprise Financial Services, LLC - 23 Wallkill Avenue, Wallkill, NY 12589
Financial Service
Details
#11

U.S. Bank - Private Wealth Advisor: Ed Mcgorry

● Closed
1095 6th Ave 15th Floor, New York, NY 10036, United States
516-459-2987
usbank.com

U.S. Bank - Private Wealth Advisor: Ed Mcgorry is a prestigious financial institution located at 1095 6th Avenue in New York, New York, United States.

Photo of U.S. Bank - Private Wealth Advisor: Ed Mcgorry - 1095 6th Avenue, Manhattan, New York 10036 Photo of U.S. Bank - Private Wealth Advisor: Ed Mcgorry - 1095 6th Avenue, Manhattan, New York 10036
Financial Service
Details
#12

Marco Wealth Strategies Group, Inc

● Closed
114 Seguine Ave, Staten Island, NY 10309, United States
718-967-3106
marco-wealth-strategies-group-inc.business.site

Marco Wealth Strategies Group, Inc is a leading finance institution located at 114 Seguine Avenue in New York, United States.

Photo of Marco Wealth Strategies Group, Inc - 114 Seguine Avenue, Staten Island, NY 10309 Photo of Marco Wealth Strategies Group, Inc - 114 Seguine Avenue, Staten Island, NY 10309 Photo of Marco Wealth Strategies Group, Inc - 114 Seguine Avenue, Staten Island, NY 10309
Financial Service
Details
#13

Pell Wealth Partners - Ameriprise Financial Services, LLC

● Closed
7 Wisner Rd, Warwick, NY 10990, United States
845-241-8300
ameripriseadvisors.com

Pell Wealth Partners - Ameriprise Financial Services, LLC is a finance institution located at 7 Wisner Road in Warwick, New York, United States.

Photo of Pell Wealth Partners - Ameriprise Financial Services, LLC - 7 Wisner Road, Warwick, NY 10990
Financial Service
Details
#14

David Mazzetti - Private Wealth Advisor, Ameriprise Financial Services, LLC

● Open
23 Wallkill Ave, Wallkill, NY 12589, United States
845-454-3021
ameripriseadvisors.com

David Mazzetti - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 23 Wallkill Avenue in Wallkill, New York, offers personalized financial planning services to clients in the United States.

Photo of David Mazzetti - Private Wealth Advisor, Ameriprise Financial Services, LLC - 23 Wallkill Avenue, Wallkill, NY 12589 Photo of David Mazzetti - Private Wealth Advisor, Ameriprise Financial Services, LLC - 23 Wallkill Avenue, Wallkill, NY 12589
Financial Service
Details
#15

Wealth-RX

● Closed
108 Buchman Cl Cir, Fayetteville, NY 13066, United States
315-370-9965
wealth-rx.com

Wealth-RX is a leading financial institution located at 108 Buchman Close Circle in Fayetteville, New York.

Photo of Wealth-RX - 108 Buchman Close Circle, Fayetteville, NY 13066
Financial Service
Details
#16

RDG Wealth Management

● Closed
10 Winthrop St, Rochester, NY 14607, United States
585-673-2690
employerretentionsolutions.com

RDG Wealth Management is a premier finance institution located at 10 Winthrop Street in Rochester, New York, United States.

Photo of RDG Wealth Management - 10 Winthrop Street, Rochester, NY 14607 Photo of RDG Wealth Management - 10 Winthrop Street, Rochester, NY 14607 Photo of RDG Wealth Management - 10 Winthrop Street, Rochester, NY 14607
Financial Service
Details
#17

Cadence Wealth Management Solutions - Ameriprise Financial Services, LLC

● Open
2290 East Ave 3rd floor, Rochester, NY 14610, United States
585-295-2140
ameripriseadvisors.com

Cadence Wealth Management Solutions, located at 2290 East Avenue in Rochester, New York, is a finance institution under Ameriprise Financial Services, LLC.

Photo of Cadence Wealth Management Solutions - Ameriprise Financial Services, LLC - 2290 East Avenue, Rochester, NY 14610
Financial Service
Details
#18

The Cotto Wealth Management Group - Morgan Stanley

● Open
2000 Westchester Ave #1nc, Purchase, NY 10577, United States
914-225-4857
advisor.morganstanley.com

The Cotto Wealth Management Group at Morgan Stanley is a prestigious financial institution located at 2000 Westchester Avenue in Harrison, New York.

Financial Service
Details
#19

ALINE Wealth Management

● Closed
445 Broadhollow Rd #332, Melville, NY 11747, United States
888-982-6705
alinewealth.com

ALINE Wealth Management is a finance institution located at 445 Broadhollow Road in Melville, New York, United States. At ALINE, we believe in more than just wealth management - we believe in life management.

Photo of ALINE Wealth Management - 445 Broadhollow Road, Melville, NY 11747
Financial Service
Details
#20

Council Rock Wealth Advisory Group - Ameriprise Financial Services, LLC

● Closed
8770 Transit Rd Suite 4, East Amherst, NY 14051, United States
585-461-2280
ameripriseadvisors.com

Council Rock Wealth Advisory Group - Ameriprise Financial Services, LLC is a finance institution located at 8770 Transit Road, East Amherst, New York, United States. Ameriprise financial advisors are registered to do business in certain U.S. states.

Photo of Council Rock Wealth Advisory Group - Ameriprise Financial Services, LLC - 8770 Transit Road, East Amherst, NY 14051 Photo of Council Rock Wealth Advisory Group - Ameriprise Financial Services, LLC - 8770 Transit Road, East Amherst, NY 14051 Photo of Council Rock Wealth Advisory Group - Ameriprise Financial Services, LLC - 8770 Transit Road, East Amherst, NY 14051
Financial Service
Details
#21

Birch Hill Wealth Advisors - Ameriprise Financial Services, LLC

● Closed
27 Collegeview Ave, Poughkeepsie, NY 12603, United States
845-495-3848
ameripriseadvisors.com

Birch Hill Wealth Advisors - Ameriprise Financial Services, LLC is a finance institution located at 27 Collegeview Avenue, Poughkeepsie, New York, United States.

Photo of Birch Hill Wealth Advisors - Ameriprise Financial Services, LLC - 27 Collegeview Avenue, Poughkeepsie, NY 12603 Photo of Birch Hill Wealth Advisors - Ameriprise Financial Services, LLC - 27 Collegeview Avenue, Poughkeepsie, NY 12603
Financial Service
Details
#22

Rhinebeck Wealth Advisors

● Closed
Wealth Advisors, Rhinebeck, Red Hook, NY 12571, United States
845-263-3990
rbkwealth.com

Rhinebeck Wealth Advisors is a woman-owned financial advisory practice with over 80 years of collective industry experience, located in Red Hook, New York, United States.

Financial Service
Details
#23

David Mazzetti - Private Wealth Advisor, Ameriprise Financial Services, LLC

● Closed
176 Church St, Poughkeepsie, NY 12601, United States
845-454-3021
ameripriseadvisors.com

David Mazzetti - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 176 Church Street, Poughkeepsie, New York, United States.

Photo of David Mazzetti - Private Wealth Advisor, Ameriprise Financial Services, LLC - 176 Church Street, Poughkeepsie, NY 12601 Photo of David Mazzetti - Private Wealth Advisor, Ameriprise Financial Services, LLC - 176 Church Street, Poughkeepsie, NY 12601
Financial Service
Details
#24

Camilleri Wealth Management - Ameriprise Financial Services, LLC

● Open
200 Summit Lake Drive Ste 210, Valhalla, NY 10595, United States
914-236-1200
ameripriseadvisors.com

Camilleri Wealth Management - Ameriprise Financial Services, LLC is a finance institution located at 200 Summit Lake Drive, Valhalla, New York, United States.

Photo of Camilleri Wealth Management - Ameriprise Financial Services, LLC - 200 Summit Lake Drive, Valhalla, NY 10595
Financial Service
Details
#25

Old Bridge Private Wealth, a financial advisory practice of Ameriprise Financial Services, LLC

● Closed
111 Great Neck Rd #213, Great Neck, NY 11021, United States
516-387-9000
ameripriseadvisors.com

Old Bridge Private Wealth, a financial advisory practice of Ameriprise Financial Services, LLC, is located at 111 Great Neck Road, Great Neck, New York, United States.

Photo of Old Bridge Private Wealth, a financial advisory practice of Ameriprise Financial Services, LLC - 111 Great Neck Road, Great Neck, NY 11021
Financial Service
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#26

Jonathan London - Private Wealth Advisor, Ameriprise Financial Services, LLC

● Open
90 Merrick Ave Ste 403, East Meadow, NY 11554, United States
516-861-3521
ameripriseadvisors.com

Jonathan London is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 90 Merrick Avenue, East Meadow, New York, United States.

Photo of Jonathan London - Private Wealth Advisor, Ameriprise Financial Services, LLC - 90 Merrick Avenue, East Meadow, NY 11554 Photo of Jonathan London - Private Wealth Advisor, Ameriprise Financial Services, LLC - 90 Merrick Avenue, East Meadow, NY 11554 Photo of Jonathan London - Private Wealth Advisor, Ameriprise Financial Services, LLC - 90 Merrick Avenue, East Meadow, NY 11554
Financial Service
Details
#27

SoundView Wealth Management - Morgan Stanley

● Open
Two Jericho Plaza, Jericho, NY 11753, United States
516-336-0849
advisor.morganstanley.com

SoundView Wealth Management - Morgan Stanley is a renowned finance institution located at Two Jericho Plaza in Jericho, New York, United States.

Financial Service
Details
#28

Council Rock Wealth Advisory Group - Ameriprise Financial Services, LLC

● Open
2290 East Ave 3rd floor, Rochester, NY 14610, United States
585-295-2140
ameripriseadvisors.com

Council Rock Wealth Advisory Group - Ameriprise Financial Services, LLC is a finance institution located at 2290 East Avenue in Rochester, New York, United States. Our team of Ameriprise financial advisors are registered to do business in certain U.S.

Photo of Council Rock Wealth Advisory Group - Ameriprise Financial Services, LLC - 2290 East Avenue, Rochester, NY 14610 Photo of Council Rock Wealth Advisory Group - Ameriprise Financial Services, LLC - 2290 East Avenue, Rochester, NY 14610 Photo of Council Rock Wealth Advisory Group - Ameriprise Financial Services, LLC - 2290 East Avenue, Rochester, NY 14610
Financial Service
Details
#29

Three Buckets Wealth Management - Ameriprise Financial Services, LLC

● Closed
1205 Troy-Schenectady Rd Ste 103, Latham, NY 12110, United States
518-464-4401
ameripriseadvisors.com

Three Buckets Wealth Management - Ameriprise Financial Services, LLC is a finance institution located at 1205 Troy-Schenectady Road, Latham, New York, United States.

Photo of Three Buckets Wealth Management - Ameriprise Financial Services, LLC - 1205 Troy-Schenectady Road, Latham, NY 12110 Photo of Three Buckets Wealth Management - Ameriprise Financial Services, LLC - 1205 Troy-Schenectady Road, Latham, NY 12110 Photo of Three Buckets Wealth Management - Ameriprise Financial Services, LLC - 1205 Troy-Schenectady Road, Latham, NY 12110
Financial Service
Details
#30

Ryan P Lambert - Private Wealth Advisor, Ameriprise Financial Services, LLC

● Open
1205 Troy-Schenectady Rd Ste 103, Latham, NY 12110, United States
518-464-4401
ameripriseadvisors.com

Ryan P Lambert is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 1205 Troy-Schenectady Road, Latham, New York, United States.

Photo of Ryan P Lambert - Private Wealth Advisor, Ameriprise Financial Services, LLC - 1205 Troy-Schenectady Road, Latham, NY 12110 Photo of Ryan P Lambert - Private Wealth Advisor, Ameriprise Financial Services, LLC - 1205 Troy-Schenectady Road, Latham, NY 12110 Photo of Ryan P Lambert - Private Wealth Advisor, Ameriprise Financial Services, LLC - 1205 Troy-Schenectady Road, Latham, NY 12110
Financial Service
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