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Financial Planners in New York

Mid-Hudson Valley Federal Credit Union photos
Mid-Hudson Valley Federal Credit Union, Lagrangeville
Lagrangeville / 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 LaGrange 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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OHagan Financial Management photos
OHagan Financial Management, Mount Kisco
Mount Kisco / New York / United States
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O'Hagan Financial Management is an accounting firm located on E Main St in Mt Kisco. The firm's accountants work with individual and business clients, offering tax and business management services including set-up of business entities, payroll, quickbooks, estate and trust accounting, and federal and state audit resolution. Call O'Hagan Financial Management during regular business hours to schedule an appointment.

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Spencers Financial Services photos
Spencers Financial Services, Newburgh
Newburgh / New York / United States
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Welcome, I’m Noel Spencer, a financial advisor in Newburgh, NY. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives. Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.
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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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Grimsley Agency of NY - Syracuse photos
Grimsley Agency of NY - Syracuse
Syracuse / New York / United States
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The Grimsley Agency Insurance is serious about protecting what’s important to you. We offer contemporary and innovative insurance policies to meet the needs of individuals, families or businesses. We carry auto, business, home, commercial, motorcycle, rv (recreational vehicle), and life insurance to adequately insure policyholders in case of loss, plus keep them financially secure through specifically tailored products. Above all, Grimsley Insurance Agency offers courteous and friendly service. We have six New York locations: North Syracuse, Canastota, Oneida, Watertown, Cooperstown and Lakeville. As a professional, full-service Insurance provider, we strive to meet or exceed your expectations. Plus our relationships with over 40 top performing insurance companies allows us to maintain our focus on the important needs of our clients. We offer the best insurance coverage at the best price, supported by excellent customer and claims service.
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Mid-Hudson Valley Federal Credit Union photos
Mid-Hudson Valley Federal Credit Union, Kingston
Kingston / 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 Hurley 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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Rockline Wealth Management photos
Rockline Wealth Management, Plainview
Plainview / New York / United States
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We Firmly Believe That Knowledge Is Power Our process is a bit different than most advisors. Along with listening and learning about what is most important to you, through our planning process we provide continuous education on what you’re invested in, why you’re invested in it, and what it costs. Our goal is to empower you to feel in control of your path to financial freedom. At Rockline Wealth Management, we approach your financial picture from a wide-angle lens and form long-term, trusted relationships, while working to pursue your goals. While many financial advisors “sell” products, we pride ourselves on delivering high-level planning with a focus on tax efficiency, fee structure and risk tolerance. This disciplined approach allows our clients to build and protect generational wealth.
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Mid-Hudson Valley Federal Credit Union photos
Mid-Hudson Valley Federal Credit Union, Middletown
Middletown / 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 Middletown 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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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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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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Peter F Haag - Ameriprise Financial Services, Inc. photos
Peter F Haag - Ameriprise Financial Services, Inc., Buffalo
Buffalo / 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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Peoples United Bank photos
Peoples United Bank, Mount Vernon
Mount Vernon / 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 Mount Vernon, NY and talk to one of our financial experts today!
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Mid-Hudson Valley Federal Credit Union photos
Mid-Hudson Valley Federal Credit Union, Highland
Highland / 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 Highland 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 solutins.
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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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Edward Jones - Financial Advisor: Anthony V DiGennaro photos
Edward Jones - Financial Advisor: Anthony V DiGennaro, New Windsor
New Windsor / 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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Quest Capital & Risk Management, Inc. photos
Quest Capital & Risk Management, Inc., Smithtown
Smithtown / New York / United States
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For those seeking professional knowledge, experience and on-going support to align their investment strategy with their retirement income and financial life goals.
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Christopher D. Urban, RICP photos
Christopher D. Urban, RICP, Orchard Park
Orchard Park / New York / United States
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Christopher D. Urban is a Retirement Income Certified Professional (RICP) and Financial Advisor with AXA Advisors, LLC. He is focused on helping individuals work through crucial retirement decisions, such as: deciding what age to work until, timing of your retirement distributions, making your money last throughout retirement, choosing from your social security options and planning for medicare, medicaid, and long-term care needs. We offer: retirement advice, financial planning, estate planning and beneficiary checkups, managed investments & asset allocation plans, long term care strategy and tax planning.
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