Financial Advisory Services in New York - ViewLocate

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Elizabeth Hanlon: Allstate Insurance photos

Elizabeth Hanlon: Allstate Insurance, Riverhead

Riverhead / New York / United States

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As a Personal Financial Representative in Riverhead, I know many local families. My knowledge and understanding of the people in this community help me provide customers with an outstanding level of service. I look forward to helping families like yours protect the things that are important - your family, home, car and more. I can also help you prepare a strategy to achieve your financial goals.

Edward Jones - Financial Advisor: Aly Mady photos

Edward Jones - Financial Advisor: Aly Mady, Brooklyn

Brooklyn / New York / United States

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Financial Advisory Services

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: Shaun I Roach photos

Edward Jones - Financial Advisor: Shaun I Roach, Latham

Latham / 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.

Three Star Brokerage, Inc. photos

Three Star Brokerage, Inc., Brooklyn

Brooklyn / New York / United States

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As an independent agent, we combine products provided by the most respected insurance providers into a custom package that meets your personal or business needs. When you request a quote, we work hard to find discounts that apply to you — multi-car insurance if you insure multiple cars with us, for example, or combined car/home insurance discounts. Our goal is always to give you the coverage you need at the lowest possible price.

Nicole Guzzone: Allstate Insurance photos

Nicole Guzzone: Allstate Insurance, Brooklyn

Brooklyn / New York / United States

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As a Personal Financial Representative in Brooklyn, I know many local families. My knowledge and understanding of the people in this community help me provide customers with an outstanding level of service. I look forward to helping families like yours protect the things that are important - your family, home, car and more. I can also help you prepare a strategy to achieve your financial goals.

Investment Insight Wealth Management photos

Investment Insight Wealth Management, Massapequa

Massapequa / New York / United States

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Investment Insight Wealth Management, LLC is a Registered Investment Advisor serving businesses, retirement plans and high net worth investors since 2004. Located in Massapequa, New York. As Long Island Investment Advisors, we are proud of our twenty-five years of investment experience. We have no affiliations with brokerage firms, insurance companies, banks, or mutual fund companies. We do not collect commissions. We work strictly for our clients. What that means to our clients is real investment advice, free from all conflicts that exist when your advisor is working the financial firm instead of you. Our client’s assets are invested through one of the nation’s largest discount brokers, where we invest in mutual funds with no sales charges. Our clients pay very low rates to the discount broker for stock and bond trades. Lower fees mean higher returns for our clients’ portfolios. We provide a variety of services under the scope of investment management and financial planning, including portfolio analysis and management, developing a financial plan, retirement planning, investment tax strategies, estate tax planning, educational planning, and funding.

Davidson, Maneri & Associates - Ameriprise Financial Services, Inc. photos

Davidson, Maneri & Associates - Ameriprise Financial Services, Inc., Garden City

Garden City / 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.

Allstate Insurance Agent: Elizabeth Biehler photos

Allstate Insurance Agent: Elizabeth Biehler, Victor

Victor / New York / United States

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I’ve gotten to know many local families as an Allstate agent in Victor. 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 Victor 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 Victor today.

Henry Davidson - Ameriprise Financial Services, Inc. photos

Henry Davidson - Ameriprise Financial Services, Inc., Garden City

Garden City / 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.

Allstate Insurance Agent: Michael Petrozzella photos

Allstate Insurance Agent: Michael Petrozzella, Seaford

Seaford / New York / United States

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I’ve gotten to know many local families as an Allstate agent in Seaford. 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 Seaford 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 Seaford today.

John Heiden: Allstate Insurance photos

John Heiden: Allstate Insurance, Burnt Hills

Burnt Hills / New York / United States

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As a Personal Financial Representative in Burnt Hills, I know many local families. My knowledge and understanding of the people in this community help me provide customers with an outstanding level of service. I look forward to helping families like yours protect the things that are important - your family, home, car and more. I can also help you prepare a strategy to achieve your financial goals. One of the things I like best about working with Allstate is the variety of products and services I can offer my customers. More than insurance, I can offer a variety of products to address their financial concerns - such as saving for a childs education or retirement. As your Allstate agent, I can help you understand how the choices you make - such as the car you drive - affect your insurance rate. Im committed to helping you get the appropriate level of protection and make it easy to do business with Allstate.

Michael Uvenio - Ameriprise Financial Services, Inc. photos

Michael Uvenio - Ameriprise Financial Services, Inc., Melville

Melville / 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: Stephanie M Havens photos

Edward Jones - Financial Advisor: Stephanie M Havens, Averill Park

Averill Park / 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: Paul G Lavelle photos

Edward Jones - Financial Advisor: Paul G Lavelle, Lagrangeville

Lagrangeville / New York / United States

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Financial Advisory Services

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.

H&R Block photos

H&R Block, Brooklyn

Brooklyn / New York / United States

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Need help filing taxes, including your federal tax return and state tax return? Your local Brooklyn 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. ¿Hablas español? We also have bilingual Tax Pros available to take care of all your tax filing needs. Schedule an appointment today!

Bhashyam Wealth Management Associates - Ameriprise Financial Services, Inc. photos

Bhashyam Wealth Management Associates - Ameriprise Financial Services, Inc., White Plains

White Plains / 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.

Mark L Jacobson - Ameriprise Financial Services, Inc. photos

Mark L Jacobson - Ameriprise Financial Services, Inc., White Plains

White Plains / 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.

Christopher J Fucci - Ameriprise Financial Services, Inc. photos

Christopher J Fucci - Ameriprise Financial Services, Inc., Melville

Melville / 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.

Anthony Mancuso - Ameriprise Financial Services, Inc. photos

Anthony Mancuso - Ameriprise Financial Services, Inc., Batavia

Batavia / New York / United States

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Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.

Daniel W Saalman - Ameriprise Financial Services, Inc. photos

Daniel W Saalman - Ameriprise Financial Services, Inc., White Plains

White Plains / 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.