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Investments in New York

Edward Jones - Financial Advisor: Sonja J Jensen-Schell photos
Edward Jones - Financial Advisor: Sonja J Jensen-Schell, Hamburg
Hamburg / 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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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.
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Mid-Hudson Valley Federal Credit Union photos
Mid-Hudson Valley Federal Credit Union, Rhinebeck
Rhinebeck / New York / United States
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We are a full service financial institution committed to guiding you to discover your financial possibilities, wherever you are on your journey. Our Rhinebeck Branch offers an entire suite of banking solutions, from deposit accounts and loans to mortgage products and investment and retirement planning. We also offer a full range of business banking solutions.
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Mid-Hudson Valley Federal Credit Union photos
Mid-Hudson Valley Federal Credit Union, Red Hook
Red Hook / New York / United States
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We are a full service financial institution committed to guiding you to discover your financial possibilities, wherever you are on your journey. Our Red Hook Branch offers an entire suite of banking solutions, from deposit accounts and loans to mortgage products and investment and retirement planning. We also offer a full range of business banking solutions.
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Pell Wealth Partners - Ameriprise Financial Services, Inc. photos
Pell Wealth Partners - Ameriprise Financial Services, Inc., Port Chester
Port Chester / New York / United States
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At Pell Wealth Partners, we want to know what is truly important to you. Where do you want to go and how do you want to get there? We all cross different milestones on our journey. With your finances in balance, you can feel comfortable knowing you are on the right path to achieving the goals youve set for your family, and yourself. We know that everyones path is different. It is our goal to help our clients invest according to their distinct needs and values. Whether that includes making an impact on the world through socially responsible investing, or other unique strategies such as using a quantitative investment approach to help take the emotion out of the investment process, we are here to help guide you on your distinct path. We look forward to learning what is important to you so we can get started on your journey¦together. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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Patrick J Devaney - Ameriprise Financial Services, Inc. photos
Patrick J Devaney - Ameriprise Financial Services, Inc., Jefferson Valley
Jefferson Valley / 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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Scott Ladore - Ameriprise Financial Services, Inc. photos
Scott Ladore - Ameriprise Financial Services, Inc., Port Chester
Port Chester / 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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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.
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Edward Jones - Financial Advisor: Tom Casey photos
Edward Jones - Financial Advisor: Tom Casey, Mahopac
Mahopac / 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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Michael Liguori - Ameriprise Financial Services, Inc. photos
Michael Liguori - Ameriprise Financial Services, Inc., East Meadow
East Meadow / 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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Sheila Spicehandler - Ameriprise Financial Services, Inc. photos
Sheila Spicehandler - Ameriprise Financial Services, Inc., Port Chester
Port Chester / 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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Michael Carter - Ameriprise Financial Services, Inc. photos
Michael Carter - Ameriprise Financial Services, Inc., Port Chester
Port Chester / 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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Peter Catenacci - Ameriprise Financial Services, Inc. photos
Peter Catenacci - Ameriprise Financial Services, Inc., New York
New York / 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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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.
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Mid-Hudson Valley Federal Credit Union photos
Mid-Hudson Valley Federal Credit Union, Port Ewen
Port Ewen / New York / United States
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We are a full service financial institution committed to guiding you to discover your financial possibilities, wherever you are on your journey. Our Port Ewen Branch offers an entire suite of banking solutions, from deposit accounts and loans to mortgage products and investment and retirement planning. We also offer a full range of business banking solutions.
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Regus - New York, Hawthorne - Mid-Westchester photos
Regus - New York, Hawthorne - Mid-Westchester
Hawthorne / New York / United States
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Regus is a world leader in global office provision. We have built an unparalleled network of office space, coworking areas, meeting rooms and virtual offices in over 3,000 locations worldwide. Our professional workspaces enable corporations, small businesses and freelancers to operate anywhere, with no upfront costs and without the need for capital investment. Join over 2.5 million Regus customers, including the likes of Amazon, Uber and Linkedin who have taken the opportunity to outsource their office management, removing the hassle, the costs and the restrictions associated with a traditional office. Contact Regus today to book a tour and view our wide range of affordable office solutions.
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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.
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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.
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Young America Capital photos
Young America Capital, Mamaroneck
Mamaroneck / New York / United States
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Young America Capital, LLC is a FINRA/SEC licensed broker dealer based in the New York metro area serving the investment banking needs of early stage and middle market companies. We also offer specialized services to both funds and investors in the Alternative Investment arena. Through its team of experienced investment banking advisors and funds marketing executives, Young America provides customized services to raise debt and equity capital, engage in buy and sell side mergers & acquisitions, and secure institutional capital commitments for established or new alternative fund managers. We encourage you to explore our site and learn more about the services we provide. Please feel free to contact us if you have any questions or would like more information on our firm. We look forward to hearing from you.
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Bryant Park Wealth Advisors - Ameriprise Financial Services, Inc. photos
Bryant Park Wealth Advisors - Ameriprise Financial Services, Inc., New York
New York / New York / United States
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A high touch client experience combined with customized strategies to help you live your best life. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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