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New York / 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.
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.
New York / New York / United States
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The advisor listed is an Ameriprise financial advisor in New York. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisors clients. I am passionate about working with my clients and want them to experience financial confidence now and in retirement. I will look at your entire financial picture - cash reserves, debt management, investments, protection and taxes, ask targeted questions and listen closely to your answers. I want you to feel confident that the advice I provide reflects your unique dreams and goals.
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.
New York / 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.
Brooklyn / New York / United States
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Brooklyn Discount Auto Glass Shop is an auto glass repair shop in New York, NY, that offers a comprehensive assortment of services related to window glass treatments and replacements. Our technicians are familiar with the window specifications for just about every type of domestic or imported automobile, and they use high-quality products and replacement glass in all the work they do. We strive to keep our rates reasonable, and our business hours were set up to accommodate the needs of a busy clientele.
Albany / New York / United States
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At Bernardo - Goldstein & Quinn, we offer the experience you need, from a name you can trust, with over 55 years of experience. We are serve NYs Capital Region, Saratoga, and the North Country. Our family-owned bail bonds and insurance company based in Albany, NY is on a mission to provide bail and insurance for individuals and their families with prompt, professional, and courteous service. Most importantly, Bernardo-Goldstein & Quinn Agency, Inc works hard to make the process as easy as possible.
New York / New York / United States
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The advisor listed is an Ameriprise financial advisor in New York. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisors clients. I help my clients achieve their dreams for today, tomorrow, and well into the future - using our exclusive Confident Retirement® approach. It starts with a personalized conversation about covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. By breaking your financial goals down into doable steps, we can help take the uncertainty out of planning for your financial future. Take a few minutes now for a quick confidence check.Im here to help you live the life youve earned. When you have the right financial advisor, life can be brilliant.
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.
New York / New York / United States
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Founded in 1972, Campbell & Company is a systematic investment management firm specializing in absolute return strategies for private wealth and institutional clients. Campbell specializes in applying unique macroeconomic insights in a multi-style, quantitative investment framework.
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.
Staten Island / New York / United States
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The advisor listed is an Ameriprise financial advisor in Staten Island. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisors clients. I help my clients achieve their dreams for today, tomorrow, and well into the future - using our exclusive Confident Retirement® approach. It starts with a personalized conversation about covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. By breaking your financial goals down into doable steps, we can help take the uncertainty out of planning for your financial future. Take a few minutes now for a quick confidence check.Im here to help you live the life youve earned. When you have the right financial advisor, life can be brilliant.
New York / New York / United States
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Retirement Aspirations is run by a team of specialists who are experienced in working with Fortune 500 clients. Our consultants instruct businesses and their employees on Employer Sponsored Plans, working to educate and empower them to make critical decisions for retirement and the future with confidence. We are here, because we’ve heard your concerns. Many people are in the dark when it comes to making well-informed decisions about their health and their future. These important life decisions are made all the more frustrating when corporate policies on customer talk time stifle the ability to communicate with financial professionals. Misinformation and lack of information are the greatest problems when it comes to financial decisions. Up until now, no single resource has broken down the complex information and terminology surrounding retirement plans. Retirement Aspirations was founded to meet this need. We take the complex information and terminology regarding Employer Sponsored Plans and simplify them, presenting them in a thorough and cohesive manner. By dissolving the burden of deciphering financial industry language, we not only provide answers to frequent questions; we prepare and deliver the knowledge necessary for you to take control and be in charge of your investments.
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
Saratoga Springs / 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.
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.
New York / New York / United States
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The advisor listed is an Ameriprise financial advisor in New York. 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.
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.
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.
New York / New York / United States
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John Cunninghams career began at Shearson Lehman Brothers as a retirement planning consultant. His position required him to help the brokers and their clients establish and evaluate their current 401(k)s and/or other qualified plans. After several years, he became a financial consultant for Smith Barney Shearson. John furthered his knowledge and experience by joining Tribus Financial Group, Inc. (now known as Wachovia Insurance Services Agency, Inc.) to help establish a retirement planning services department. John joined Thesco Benefits LLC and established the Retirement Planning Services division in February 2001 to build a benefit firm that will provide service to all types of retirement plans. In 2011, John joined Alliant Retirement Services a well known nationally recognized 401k RIA.