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Financial Planners in New York

Martin Cukaj - Ameriprise Financial Services, Inc. photos
Martin Cukaj - 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.
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The Gaudino Group photos
The Gaudino Group, Rochester
Rochester / New York / United States
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We are financial advisors located in Rochester, NY. We have provided sincere, honest, effective solutions since 1985 so our clients may achieve their financial goals. Done by providing practical strategies to suit our clients’ individuality, we operate to ensure the best customer service possible. Our goal will always to make our clients’ lives easier.
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Peoples United Bank photos
Peoples United Bank, Brentwood
Brentwood / New York / United States
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Founded in 1842, our business has been built upon our ability to exceed your expectations. As a premier, community-based, regional bank, we tailor our checking, savings, mobile banking, small business, commercial and wealth management products and services to address your financial needs and those of your family. Our employees provide an extraordinary customer experience through a network of over 400 branches in Connecticut, New York, Massachusetts, Vermont, New Hampshire and Maine and seven-day banking at more than 140 convenient Stop & Shop locations in Connecticut and New York. Visit your local Peoples United Bank at Brentwood, NY and talk to one of our financial experts today!
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H&R Block photos
H&R Block, Bronx
Bronx / New York / United States
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Need help filing taxes, including your federal tax return and state tax return? Your local Bronx H&R Block office is open January to April to provide the tax know-how you need. Looking to find every last available tax deduction to minimize your taxes and maximize your return? Were experts at it. Schedule an appointment today!
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Edward Jones - Financial Advisor: Zvi G Steinberg photos
Edward Jones - Financial Advisor: Zvi G Steinberg, Westbury
Westbury / 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.
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Peoples United Bank photos
Peoples United Bank, Hicksville
Hicksville / New York / United States
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Founded in 1842, our business has been built upon our ability to exceed your expectations. As a premier, community-based, regional bank, we tailor our checking, savings, mobile banking, small business, commercial and wealth management products and services to address your financial needs and those of your family. Our employees provide an extraordinary customer experience through a network of over 400 branches in Connecticut, New York, Massachusetts, Vermont, New Hampshire and Maine and seven-day banking at more than 140 convenient Stop & Shop locations in Connecticut and New York. Visit your local Peoples United Bank at Hicksville, NY and talk to one of our financial experts today!
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Edelman Financial Engines photos
Edelman Financial Engines, Orchard Park
Orchard Park / New York / United States
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Our Orchard Park office is by appointment only. The Edelman Financial Engines Advisor Center is conveniently located in the Sterling Commons Medical & Professional Park, located just seconds from Milestrip Road and Route 219 in the heart of the Southtowns, servicing Orchard Park and its surrounding areas.
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D William Winkelman - Ameriprise Financial Services, Inc. photos
D William Winkelman - Ameriprise Financial Services, Inc., Skaneateles
Skaneateles / 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.
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Katie Coleman - Ameriprise Financial Services, Inc. photos
Katie Coleman - Ameriprise Financial Services, Inc., Hauppauge
Hauppauge / 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.
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Chemung Canal Trust Company photos
Chemung Canal Trust Company, Elmira
Elmira / New York / United States
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Chemung Canal Trust Company promises more than great customer service. We build our approach to banking around your needs-with a wide range of products and services including checking, savings, IRAs, personal and home loans and Web Banking that are accessible, supportive and empowering. We want you to take the lead. So let’s begin the conversation on how you want to bank. Get started today by applying online!
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Edward Jones - Financial Advisor: Marie L Taylor photos
Edward Jones - Financial Advisor: Marie L Taylor, West Hempstead
West Hempstead / 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.
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Edward Jones - Financial Advisor: Vince Perrotta photos
Edward Jones - Financial Advisor: Vince Perrotta, Lindenhurst
Lindenhurst / 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.
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KeyBank photos
KeyBank, Rochester
Rochester / New York / United States
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Cleveland-based KeyCorp is one of the nation’s largest bank-based financial services companies, with assets of approximately $93.8 billion. Key companies provide investment management, retail and commercial banking, consumer finance, and investment banking products and services to individuals and companies throughout the United States and, for certain businesses, internationally. The company’s businesses deliver their products and services through branches and offices; a network of 1,200+ ATMs; telephone banking centers 800-KEY2YOU®; and a website, Key.com®, and mobile app that provides account access and financial products 24 hours a day.
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Wealth Advisory Group, LLC photos
Wealth Advisory Group, LLC, Pomona
Pomona / New York / United States
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Wealth Advisory Group, LLC, a Guardian agency, is part of a Fortune 250 global financial services company that is committed to providing individuals and businesses with the financial guidance and protection they need to lead a life well lived. Guardian’s offerings range from life insurance, disability income insurance, annuities, wealth management and investments to dental, vision, and 401(k) plans. Guardian has approximately 8,800 employees and a network of over 2,750 financial representatives in more than 58 agencies nationwide.
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Citizens Bank photos
Citizens Bank, Buffalo
Buffalo / New York / United States
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At Citizens Bank, we are here to help you bank better. So, if you have a question about buying a house, paying for college, saving for retirement, taking on debt in a smart way or any other question about money, don’t keep it to yourself. Ask a Citizen. We have approximately 1,150 Citizens Bank branches in 11 states and approximately 3,300 ATMs. In addition, our customers stay connected with us 24/7 online, through our award-winning mobile app and via our round-the-clock customer contact center. Member FDIC. Equal Housing Lender.
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Joseph Liana - Ameriprise Financial Services, Inc. photos
Joseph Liana - Ameriprise Financial Services, Inc., Westbury
Westbury / New York / United States
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The advisor listed is an Ameriprise financial advisor in Westbury. 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.
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Edward Jones - Financial Advisor: Jessica Burris photos
Edward Jones - Financial Advisor: Jessica Burris, Brockport
Brockport / 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.
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Hendel Wealth Management Group - Ameriprise Financial Services, Inc. photos
Hendel Wealth Management Group - Ameriprise Financial Services, Inc., Smithtown
Smithtown / New York / United States
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We care about whats important to youYour financial goals are unique, and we can help you achieve them. We 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 we 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.
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Harris & Associates Financial Management - Ameriprise Financial Services, Inc. photos
Harris & Associates Financial Management - Ameriprise Financial Services, Inc., Hauppauge
Hauppauge / New York / United States
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We deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement approach. We start with a conversation about key financial areas including covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. By identifying clear steps to take toward your goals, we can help take the uncertainty out of planning for your financial future. Working together, we can help you feel more confident, connected, and in control of your financial life. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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Normand R Fluet Jr - Ameriprise Financial Services, Inc. photos
Normand R Fluet Jr - Ameriprise Financial Services, Inc., Brockport
Brockport / 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.
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