Financial Advisory Services in New York - ViewLocate

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Verita Wealth Advisory Group - Ameriprise Financial Services, Inc. photos

Verita Wealth Advisory Group - Ameriprise Financial Services, Inc., White Plains

White Plains / New York / United States

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The advisor listed is an Ameriprise financial advisor in White Plains. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisors clients. How will you be brilliant? We can help.Were not only in the business of helping you pursue your wealth. Were also in the business of helping you grow your financial confidence in the future. Well help you balance pursuing your dreams for tomorrow with what you want today. Well use our exclusive Confident RetirementÂ® approach, which begins with a straightforward conversation about your financial goals. Were here to help you live the life youve earned. When you have the right advisor, life can be brilliant.

Kerry Phelan - Ameriprise Financial Services, Inc. photos

Kerry Phelan - Ameriprise Financial Services, Inc., Poughkeepsie

Poughkeepsie / New York / United States

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I care about whats important to youYour financial goals are unique, and I can help you achieve them. I take the time to understand whats truly important to you ” whether its saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident and secure about your financial future. With the right financial advice, life can be brilliant. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.

Edward Jones - Financial Advisor: Allison Avent photos

Edward Jones - Financial Advisor: Allison Avent, Greenwich

Greenwich / New York / United States

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Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Matthew Meddaugh - Ameriprise Financial Services, Inc. photos

Matthew Meddaugh - Ameriprise Financial Services, Inc., Poughkeepsie

Poughkeepsie / New York / United States

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You are not just another face in the crowdYou are unique, and so are your financial goals. Thats why I care and take the time to understand whats truly important to you. I can help you prepare for whatever life brings ” both the expected and the unexpected ” with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.Every client is important to me. Over time, well work together to help you achieve what matters most. Let me help you gain the freedom to live financially confident and in control. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.

Seven Bridges Wealth Advisors - Ameriprise Financial Services, Inc. photos

Seven Bridges Wealth Advisors - Ameriprise Financial Services, Inc., Poughkeepsie

Poughkeepsie / New York / United States

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You are not just another face in the crowdYou are unique, and so are your financial goals. Thats why we care and take the time to understand whats truly important to you. We can help you prepare for whatever life brings ” both the expected and the unexpected ” with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.Every client is important to us. Over time, well work together to help you achieve what matters most. Let us help you gain the freedom to live financially confident and in control. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.

Kim Dingee - Ameriprise Financial Services, Inc. photos

Kim Dingee - Ameriprise Financial Services, Inc., Poughkeepsie

Poughkeepsie / New York / United States

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You are not just another face in the crowdYou are unique, and so are your financial goals. Thats why I care and take the time to understand whats truly important to you. I can help you prepare for whatever life brings ” both the expected and the unexpected ” with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.Every client is important to me. Over time, well work together to help you achieve what matters most. Let me help you gain the freedom to live financially confident and in control. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.

Timothy A Riemer - Ameriprise Financial Services, Inc. photos

Timothy A Riemer - Ameriprise Financial Services, Inc., Lockport

Lockport / New York / United States

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Do you ever wonder how you will generate income in retirement? My practice is dedicated to helping clients formulate a strategy for retirement income that considers all their assets, savings, investments, Social Security and other potential income sources to help them be well prepared. Using our exclusive Confident Retirement approach, my goal is to help clients build and protect their income during their working years, and develop a distribution plan for retirement. Together we build confidence ” for today and for tomorrow, so they can live the retirement theyve earned and deserve. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.

Kuttin Wealth Management - Ameriprise Financial Services, Inc. photos

Kuttin Wealth Management - Ameriprise Financial Services, Inc., Hauppauge

Hauppauge / New York / United States

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The advisor listed is an Ameriprise financial advisor in Melville. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisors clients. Live life brilliantly.What matters most to you in life? Its a big question. And its one of many questions well ask to better understand you, your goals and your dreams. We may ask questions that other financial advisors wont. Why? Because your vision of the future is unique and were committed to helping you achieve it. Lets start developing a personalized financial plan so you can gain the confidence to focus on what matters to you. Today and tomorrow.Were here to help you live the life youve earned. When you have the right advisor, life can be brilliant................

Edward Jones - Financial Advisor: Matthew Carty photos

Edward Jones - Financial Advisor: Matthew Carty, Tarrytown

Tarrytown / New York / United States

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Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Edward Jones - Financial Advisor: Nicholas M Colombo photos

Edward Jones - Financial Advisor: Nicholas M Colombo, Pleasantville

Pleasantville / New York / United States

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Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Miller Financial Services photos

Miller Financial Services, Lewiston

Lewiston / New York / United States

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Helping our clients achieve their financial goals through a long-term relationship with a trusted and knowledgeable advisor.

Edward Jones - Financial Advisor: Alec Hurley photos

Edward Jones - Financial Advisor: Alec Hurley, Astoria

Astoria / New York / United States

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Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

J. Mark English - Ameriprise Financial Services, Inc. photos

J. Mark English - Ameriprise Financial Services, Inc., Port Chester

Port Chester / New York / United States

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The advisor listed is an Ameriprise financial advisor in Rye Brook. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisors clients.Putting clients first; it’s what we do Ameriprise Financial was named a Top Performer among invesent firms in customer ratings on “unbiased and puts my interests first” by Hearts & Wallets1. I’m proud to be associated with a firm that puts clients first because your interests are also my priority. I’m not only in the business of helping you build and protect your wealth; I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.When you have the right financial advisor, life can be brilliant.

Joseph P Lombardi - Ameriprise Financial Services, Inc. photos

Joseph P Lombardi - Ameriprise Financial Services, Inc., Port Chester

Port Chester / New York / United States

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The advisor listed is an Ameriprise financial advisor in Rye Brook. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisors clients. Live life brilliantly.What matters most to you in life? Its a big question. And its one of many questions Ill ask to better understand you, your goals and your dreams. I may ask questions that other financial advisors wont. Why? Because your vision of the future is unique and Im committed to helping you achieve it. Lets start developing a personalized financial plan so you can gain the confidence to focus on what matters to you. Today and tomorrow.Im here to help you live the life youve earned. When you have the right advisor, life can be brilliant.

Sandeep Israni - Ameriprise Financial Services photos

Sandeep Israni - Ameriprise Financial Services, Roslyn

Roslyn / New York / United States

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The advisor listed is an Ameriprise financial advisor in Roslyn. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisors clients. How will you be brilliant? I can help.Im not only in the business of helping you pursue your wealth. Im also in the business of helping you grow your financial confidence in the future. Ill help you balance pursuing your dreams for tomorrow with what you want today. Well use our exclusive Confident Retirement approach, which begins with a straightforward conversation about your financial goals. Im here to help you live the life youve earned. When you have the right advisor, life can be brilliant.

Edward Jones - Financial Advisor: Michael ODonovan photos

Edward Jones - Financial Advisor: Michael ODonovan, Somers

Somers / New York / United States

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Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Heron Wealth photos

Heron Wealth, New York

New York / New York / United States

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Heron Wealth is a New York City-based independent financial advisory firm that provides financial planning, investment advice and estate planning services. Founded by President David Edwards in 1996, Heron Wealth currently manages $355 million of our clients assets. Over the years David has assembled a team of highly professional financial planners and wealth advisers who provide financial advice to more than 120 client families. The core values of our firm are integrity and transparency. We take care of the wealth of our families and friends and we take that responsibility very seriously. As a fiduciary we always put our clients’ interests first. This is the only way in which we can provide unbiased, transparent advice. Our purpose is to clarify and simplify the means by which our clients achieve their financial goals. That means that before we take action on your behalf, we fully disclose the risks and potential rewards - as well as how you pay for our advice.

Liberty Tax Service photos

Liberty Tax Service, South Glens Falls

South Glens Falls / New York / United States

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Liberty Tax is a full service income tax preparation company. Visit your local South Glens Falls NY Liberty Tax office for professional & friendly tax preparation help & tax classes to help maximize your refund!. Offering expert tax preparation & superior customer service. Office hours vary by location.

Liberty Tax Service photos

Liberty Tax Service, Brooklyn

Brooklyn / New York / United States

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Liberty Tax is a full service income tax preparation company. Visit your local Brooklyn NY Liberty Tax office for professional & friendly tax preparation help & tax classes to help maximize your refund!. Offering expert tax preparation & superior customer service. Office hours vary by location.

Allstate Insurance Agent: Brent Klinzing photos

Allstate Insurance Agent: Brent Klinzing, Latham

Latham / New York / United States

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I’ve gotten to know many local families as an Allstate agent in Latham. I enjoy being a part of the community, and building local relationships is one of the best parts of my job. I look forward to getting to know you and helping you to find the solutions that meet your needs.I’m committed to helping Latham residents assess their immediate and long-term needs and choose options that will help them achieve their goals. When you want to explore options for protecting your home, personal property, or financial future, I’m available to answer your questions. If you’re already a customer, I’m ready to review your coverage so that you can make any necessary adjustments to fit your changing needs. Call, email, or visit my agency in Latham today.