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Financial Planners in New York

DeLorenzo Financial Group, LLC photos
DeLorenzo Financial Group, LLC, Huntington
Huntington / New York / United States
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Gary J. DeLorenzo, CFP, MSFS and President of DeLorenzo Financial Group, LLC in Huntington, NY, offers financial services for individuals, families and corporations in the metropolitan area of all ages and income ranges. Since 1982, he has provided estate planning and financial strategies using insurance, investments, annuities and retirement plans. Before receiving his Certified Financial Planner designation, he completed his studies at the College for Financial Planning. Also, he received from The American College a Masters of Science in Financial Services with graduate-level Certificates in Pensions and Executive Compensation, Estate Planning & Taxation and Financial Asset Management.
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Lewiston Insurance photos
Lewiston Insurance
Lewiston / New York / United States
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Lewiston Insurance provides high-quality insurance in Lewiston that comes with top-notch customer service from our dedicated team. We put the needs of our clients first. Lewiston Insurance offers a wide range of insurance options, including car insurance, homeowners insurance, renters insurance, business insurance, commercial auto insurance, workers compensation insurance, general liability insurance, life & health insurance, employee benefits, and other New York insurance products. We are located at 411 Center St. Lewiston, NY. 14092.
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Edward Jones - Financial Advisor: David A Warren, AAMS® photos
Edward Jones - Financial Advisor: David A Warren, AAMS®, Greenlawn
Greenlawn / 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, Bayport
Bayport / 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 Bayport, NY and talk to one of our financial experts today!
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Michael Mazzilli - Ameriprise Financial Services, Inc. photos
Michael Mazzilli - Ameriprise Financial Services, Inc., Scarsdale
Scarsdale / 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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Master Planners & Associates LLC photos
Master Planners & Associates LLC, New Hartford
New Hartford / New York / United States
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Master Planners & Associates was formed to provide comprehensive financial planning to help clients attain their goals and objectives. Our services are provided by taking the clients interest first and foremost with objectivity and integrity.
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Peoples United Bank photos
Peoples United Bank, East Setauket
East Setauket / 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 East Setauket, NY and talk to one of our financial experts today!
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Peoples United Bank photos
Peoples United Bank, Northport
Northport / 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 Northport, NY and talk to one of our financial experts today!
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M.A. Neal Financial Services photos
M.A. Neal Financial Services, Horseheads
Horseheads / New York / United States
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Long-time licensed Stockbroker/Investment Advisory Representative and licensed Life Insurance Agent Mike Neal leads a talented team of individuals who comprise M. A. NEAL Financial Services, a financial services and wealth management firm that has built a reputation for providing outstanding service to Upstate New York and the Northern Tier of Pennsylvania area individuals seeking responsive, responsible financial guidance.
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Peoples United Bank photos
Peoples United Bank, Great Neck
Great Neck / 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 Great Neck, NY and talk to one of our financial experts today!
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Edward Jones - Financial Advisor: Jonathan Glaser, AAMS® photos
Edward Jones - Financial Advisor: Jonathan Glaser, AAMS®, Yorktown Heights
Yorktown Heights / 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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Advocate Brokerage Corp photos
Advocate Brokerage Corp, Scarsdale
Scarsdale / New York / United States
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Advocate Brokerage Corp. is a leader in providing high net worth individuals, businesses and families with the best insurance solutions to meet their needs. We are a local agency that offers insurance nationwide, but our roots begin here in Scarsdale. The owners and founders of Advocate Brokerage live in Scarsdale, work in Scarsdale, and are strong believers in supporting this vibrant community that we call home. Our goal is to treat our neighbors like we treat all of our friends and family, and we want to know and understand what is most important to you so that we can properly protect your family. We want you to live your life, and let us take care of the details when it comes to your insurance.

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Citizens Bank Supermarket Branch photos
Citizens Bank Supermarket Branch, Hamburg
Hamburg / 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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Edward Jones - Financial Advisor: Christopher W Rheaume, AAMS® photos
Edward Jones - Financial Advisor: Christopher W Rheaume, AAMS®, Auburn
Auburn / 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: John O Price photos
Edward Jones - Financial Advisor: John O Price, Honeoye Falls
Honeoye Falls / 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: Justin Myers, AAMS® photos
Edward Jones - Financial Advisor: Justin Myers, AAMS®, Pittsford
Pittsford / 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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Ameriprise Financial Services Inc photos
Ameriprise Financial Services Inc, Rochester
Rochester / New York / United States
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Fortunately, even the most complex financial issues can be handled successfully with the help a dedicated advisor who is experienced and knowledgeable about the realities of wealth. Investment Strategist Certificate, IMCA, Wharton School of Business 2007; Certified Investment Management Analyst, IMCA, Wharton School of Business 2005; Chartered Financial Consultant, American College, 1993; Certified Financial Planner, College of Financial Planning, 1989; Cornell University, BS 1982
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Peoples United Bank photos
Peoples United Bank, Nesconset
Nesconset / 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 Nesconset, NY and talk to one of our financial experts today!
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Peoples United Bank photos
Peoples United Bank, Thornwood
Thornwood / 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 Thornwood, NY and talk to one of our financial experts today!
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Peoples United Bank photos
Peoples United Bank, Hauppauge
Hauppauge / 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 Hauppauge, NY and talk to one of our financial experts today!
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