TOP 10 Wealthmanagement in New York City, New York

James F Sutton Agency Ltd is a trusted finance, health, and insurance agency located at 143-149 East Main Street in East Islip, New York. With a commitment to providing top-notch services and personalized solutions to meet their clients' needs, the agency has built a strong reputation in the community. Whether you're looking for financial advice, health insurance options, or coverage for your home or business, James F Sutton Agency Ltd has you covered. Their team of experienced professionals is dedicated to helping you secure the peace of mind you deserve. Visit them today to see how they can assist you with your financial and insurance needs.

NY Insurance Consultant is a reputable insurance agency located at 288 Broadway in Lynbrook, New York. Our team of experienced consultants are dedicated to providing personalized insurance solutions to meet the unique needs of our clients. Whether you are looking for coverage for your home, auto, business, or life, we are here to help. With a commitment to excellent customer service and a wide range of insurance options, NY Insurance Consultant is your trusted partner in protecting what matters most to you. Contact us today to discuss your insurance needs and let us find the perfect policy for you.

Insurance and Tax Services is a reputable insurance agency located at 2925 Carmen Road in Middleport, New York. Our team of experienced professionals is dedicated to providing personalized insurance solutions to meet the unique needs of our clients. From home and auto insurance to life and health insurance, we offer a wide range of coverage options to ensure that you are fully protected. In addition to insurance services, we also provide expert tax preparation and planning services to help you navigate the complex world of taxes with ease. Trust Insurance and Tax Services to provide you with the peace of mind and financial security you deserve.

LG Planning Group is a finance and insurance agency located at 445 Broadhollow Road in Melville, New York. We specialize in providing comprehensive financial planning services and insurance solutions to help our clients achieve their long-term financial goals. Our team of experienced professionals is dedicated to providing personalized and tailored advice to meet the unique needs of each individual or business. Whether you are looking to invest for the future, protect your assets, or plan for retirement, LG Planning Group is here to help you every step of the way. Contact us today to schedule a consultation and take the first step towards securing your financial future.

First Fidelity Brokerage, Inc. is a reputable insurance agency located at 28 Village Road North in New York, United States. With a strong commitment to providing top-notch insurance services, they offer a wide range of insurance products to meet the needs of their clients. Whether you are looking for auto, home, life, or business insurance, First Fidelity Brokerage, Inc. has got you covered. Their experienced team of insurance professionals is dedicated to helping you find the best coverage options at competitive rates. Trust First Fidelity Brokerage, Inc. to protect what matters most to you.

Thomas Healy - Prudential Financial is a reputable finance and insurance agency located at 10 John James Audubon Parkway in Buffalo, New York, United States. With a strong focus on providing top-notch financial services and insurance solutions, the institution is dedicated to helping individuals and businesses achieve their financial goals and secure their futures. The experienced team at Thomas Healy - Prudential Financial is committed to delivering personalized service and tailored financial strategies to meet the unique needs of each client. Whether you are looking for investment advice, retirement planning, or insurance coverage, you can trust Thomas Healy - Prudential Financial to provide expert guidance and support every step of the way.

Prudential | Jon Briggs | Life Insurance & Financial Services is a trusted finance and insurance agency located in Syracuse, New York, United States. With a focus on providing top-quality life insurance and financial services, our team led by Jon Briggs is dedicated to helping individuals and families secure their financial future. Whether you are looking for life insurance coverage or need assistance with financial planning, our experienced professionals are here to guide you every step of the way. Trust Prudential | Jon Briggs | Life Insurance & Financial Services to provide you with expert advice and personalized solutions to meet your specific needs.

Penn Mutual Life Insurance Co, located at 400 Andrews Street in Rochester, New York, is a trusted insurance agency that has been providing great life insurance for over 175 years. They believe in the power of mutual support and offer robust and versatile solutions for all your financial needs. Whether you are an individual, family, or business, Penn Mutual has the right solutions to help you feel stronger today and tomorrow. Their team of financial professionals is dedicated to helping you achieve your dreams and providing support when you need it most. Penn Mutual is committed to helping communities get stronger as well, showing their dedication to making a positive impact beyond just their clients.

Farmers Insurance - Brittany Farranto is a trusted insurance agency located at 293 Castle Avenue in Westbury, New York, United States. Specializing in providing a wide range of insurance products and services, Brittany Farranto and her team are dedicated to helping individuals and families protect what matters most. Whether you are in need of auto, home, life, or business insurance, Farmers Insurance - Brittany Farranto is committed to providing personalized and reliable coverage to meet your unique needs. With a focus on exceptional customer service and expert advice, you can trust Farmers Insurance - Brittany Farranto to help you find the right insurance solutions for peace of mind and financial security.

Tyler Sloves - Prudential Financial is a reputable finance and insurance agency located at 445 Broadhollow Road in Melville, New York. With a strong commitment to providing top-notch financial and insurance services, Tyler Sloves - Prudential Financial is dedicated to helping individuals and businesses achieve their financial goals and secure their futures. Whether you are looking for investment advice, retirement planning, or insurance coverage, the experienced professionals at Tyler Sloves - Prudential Financial are here to assist you every step of the way. Visit their office in Melville, New York, to learn more about their comprehensive financial and insurance solutions.

James T Suchocki: Primerica - Financial Services is a reputable finance and insurance agency located at 490 Center Road in Buffalo, New York. With a focus on providing top-notch financial services to individuals and families, the institution offers a wide range of products including investments, insurance, and debt solutions. Led by experienced professionals, James T Suchocki: Primerica is dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking to invest for retirement, protect your assets with insurance, or reduce your debt burden, this institution is committed to providing personalized solutions tailored to your unique needs. Visit James T Suchocki: Primerica - Financial Services today to start your journey towards financial security and success.

First Action Notary is a reputable finance institution located at 1524 New York 208 in Wallkill, New York. As a notary service provider, we offer a range of financial services including notarization of important documents, loan signings, and other financial transactions. Our experienced and professional staff are dedicated to providing efficient and reliable services to our clients. Whether you need assistance with legal documents or financial agreements, First Action Notary is here to help. Visit us today for all your notary needs.

SalvyTech Multiservices Inc is a finance institution located at 1656 5th Avenue in Bay Shore, New York, United States. Our team of experienced professionals is dedicated to providing a wide range of financial services to individuals and businesses. From tax preparation to investment advice, we are committed to helping our clients achieve their financial goals. Visit us today to see how we can assist you with your financial needs.

SM World Enterprises is a leading financial institution located at 8 Bay 22nd Street in New York, United States. Specializing in a wide range of financial services, including investment management, financial planning, and wealth management, our experienced team of professionals is dedicated to helping clients achieve their financial goals. With a commitment to excellence and personalized service, SM World Enterprises is your trusted partner in navigating the complex world of finance.

Meckler Cynthia Perla is a prestigious law firm located at 8081 Floss Lane in East Amherst, New York. Specializing in various areas of law, their team of experienced lawyers are dedicated to providing top-notch legal services to their clients. Whether you are in need of legal advice, representation in court, or assistance with legal documentation, Meckler Cynthia Perla is here to help. With a reputation for excellence and professionalism, this institution is a trusted choice for all your legal needs.

Aibara Reed Law Group is a prestigious law firm located at 514 Larkfield Road in East Northport, New York. Specializing in various areas of law, our team of skilled attorneys is dedicated to providing top-notch legal services to our clients. With a commitment to excellence and a deep understanding of the law, we strive to achieve the best possible outcomes for our clients. Whether you are facing a legal issue or seeking expert legal advice, Aibara Reed Law Group is here to help. Contact us today to schedule a consultation.

Long Island Asset Protection Lawyer, located at 18 North Wood Lane, Woodmere, New York, United States, specializes in helping individuals protect their assets through trusts. Whether you are getting married, concerned about your children's financial future, or want to safeguard your assets from creditors or outside influences, our experienced team of lawyers can assist you. We offer services such as estate planning, probate, and creating trusts to ensure your assets are secure. Contact us for a free consultation at 212.596.7039.

Iris Monarch, MBA - Morgan Stanley is a prestigious finance institution located at 250 South Clinton Street in Syracuse, New York. With a focus on providing top-notch financial services, the institution offers expert advice and guidance to clients looking to grow their wealth and make wise investment decisions. Led by the experienced and knowledgeable Iris Monarch, MBA, the team at Morgan Stanley is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking to plan for retirement, invest in the stock market, or secure a loan, Iris Monarch, MBA - Morgan Stanley is the place to turn for trusted financial advice and support.

Mike Stanton, Jr. - Equitable Advisors is a finance institution located at 120 Madison Street in Syracuse, New York, United States. As a branch of Equitable Advisors, our team is dedicated to providing comprehensive financial planning and wealth management services to individuals and businesses in the Syracuse area. With a focus on personalized solutions and long-term financial success, our experienced advisors strive to help clients achieve their goals and secure their financial future. Whether you are planning for retirement, investing for the future, or seeking insurance solutions, Mike Stanton, Jr. - Equitable Advisors is here to help you navigate the complexities of the financial world.

Derrenbacker Shields Financial Group - Northwestern Mutual is a reputable finance and insurance agency located at 34 Aspen Park Boulevard in East Syracuse, New York, United States. With a strong focus on providing comprehensive financial planning and insurance solutions, the institution is dedicated to helping individuals and families achieve their financial goals and secure their future. Their team of experienced professionals offers personalized services tailored to each client's unique needs, ensuring peace of mind and financial security. Whether you are looking to invest, plan for retirement, or protect your assets, Derrenbacker Shields Financial Group - Northwestern Mutual is committed to guiding you every step of the way.

Buffalo Financial, located at 4990 Transit Road in Depew, New York, is a comprehensive finance institution that goes beyond traditional wealth management. Our goal is to provide our clients with financial peace of mind through personalized, objective advice that empowers them to pursue their passions, dreams, and talents. We offer a range of services, including asset management tailored to each client's unique situation, personalized financial planning that can be adjusted as life changes occur, and sophisticated investment solutions designed to help you achieve your goals. At Buffalo Financial, we always act in your best interests, ensuring that your financial well-being is our top priority.

Brian Makey - Thrivent is a finance institution located at 4476 Main Street, Amherst, New York, United States. Our team of financial professionals is available for appointments Monday through Thursday from 9 a.m. to 4 p.m., with evening appointments also available. We offer licensing through your State Insurance Department's website, which can be found through the National Association of Insurance Commissioners website. Please note that Thrivent and our financial professionals do not provide legal, accounting, or tax advice. It is recommended that you consult with your attorney or tax professional for such matters. Our team members may not provide all products, programs, and services in all states.

Vision Financial Group, located at 6500 Sheridan Drive in Buffalo, New York, is a finance institution dedicated to helping individuals achieve their financial goals. With over 250 experienced financial professionals spread across Western, Central, and Upstate New York, there is a representative ready to assist you in your community. Our team is committed to understanding your vision for the future so that we can create a personalized financial plan that supports your dreams and aspirations. We understand that navigating finances can be complex, which is why we strive to provide a balance between risk and opportunity tailored to your unique situation.

Caine & Associates is a leading accounting, finance, and insurance agency located at 29 Atkinson Street in Rochester, New York. With a team of experienced professionals, we provide comprehensive financial services to individuals and businesses in the United States. Our services include tax preparation, financial planning, insurance coverage, and investment management. Visit us today to secure your financial future with Caine & Associates.

Jeff Wolk - Raymond James is a finance institution located at 100 Meridian Centre Boulevard in Rochester, New York, United States. With a focus on providing expert financial services and advice, the institution is committed to helping clients achieve their financial goals. Whether it's investment planning, wealth management, or retirement planning, Jeff Wolk - Raymond James offers personalized solutions tailored to each client's unique needs. With a team of experienced professionals and a reputation for excellence, clients can trust in the expertise and dedication of Jeff Wolk - Raymond James to help secure their financial future.

Alesco Advisors LLC is a finance institution located at 120 Office Park Way in Pittsford, New York. With a team of experienced financial advisors, Alesco Advisors LLC offers a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management, Alesco Advisors LLC is dedicated to providing personalized solutions tailored to your specific needs. Trust Alesco Advisors LLC to help you navigate the complexities of the financial world and secure a prosperous future.

EMERALD FINANCIAL SERVICES, INC. is a trusted accounting and finance institution located at 60 Barrett Drive in Webster, New York, United States. With a team of experienced professionals, we provide a wide range of financial services to individuals and businesses. Whether you need assistance with tax preparation, financial planning, or investment management, we are here to help you achieve your financial goals. Our personalized approach and dedication to client satisfaction set us apart as a leading financial institution in the area. Contact us today to schedule a consultation and see how we can help you secure a prosperous financial future.

The Sartini Group at Morgan Stanley is a leading financial institution located at 1250 Pittsford Victor Road in Pittsford, New York. As a part of Morgan Stanley, they offer a wide range of financial services including wealth management, investment banking, and asset management. With a team of experienced professionals, The Sartini Group provides personalized financial solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or invest in the market, The Sartini Group at Morgan Stanley is dedicated to helping you navigate the complexities of the financial world.

Merrill Lynch Wealth Management is a finance institution located at 2649 South Road, Poughkeepsie, New York, United States. Our experienced advisors work with individuals, families, business owners, executives, and institutions to address wealth planning challenges and opportunities. We offer financial strategies based on years of combined knowledge and stress the importance of understanding each client's current financial situation. Our advisors can assist with retirement income planning, concentrated stock positions, traditional investments, and access to estate planning services. We are committed to client service and satisfaction, helping clients identify personal and professional goals related to lifestyle and multi-generational issues. Through volunteerism and charitable outreach, we support the communities in which we live and work. As a Merrill client, you have access to industry-skilled advisors, a disciplined wealth planning platform, and technological resources to help you pursue your financial and life goals.

Merrill Lynch Financial Advisor Richard C. Davalos is a reputable finance institution located at 1325 Franklin Avenue, Garden City, New York, United States. With over 15,000 Merrill Lynch Financial Advisors nationwide, including in all 50 states and territories, clients are guided towards achieving their desired financial goals. Specializing in asset allocation, diversification, and rebalancing, the institution emphasizes the importance of risk management in investments. While offering a broad range of brokerage, investment advisory, and financial planning services, Merrill Lynch does not provide legal, tax, or accounting advice. Clients are encouraged to consult with their own advisors before making financial decisions. Additionally, Merrill Lynch is affiliated with Bank of America Corporation, offering insurance and annuity products through Merrill Lynch Life Agency Inc. and trust and fiduciary services through Bank of America Private Bank. The institution also provides banking products through Bank of America, N.A. and affiliated banks. With various certifications and affiliations, Merrill Lynch Financial Advisor Richard C. Davalos aims to provide clients with personalized financial solutions tailored to their needs.