Mutual Funds in New York - ViewLocate

Filter

Wells Fargo Advisors photos

Wells Fargo Advisors, Rhinebeck

Rhinebeck / New York / United States

0.0

A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nations premier financial services firms, serving and advising clients nationwide through more than 15,000 Financial Advisors. As the heir to some of Americas most respected regional and national investment firms, Wells Fargo Advisors has retained a strong and abiding commitment to exceptional services based on trust and knowledge and a determination to put client needs above all else. Our Financial Advisors work with clients to understand their needs and life goals and then help them develop individual investment plans and investment portfolios that are easy to understand and monitor. Whats more, as part of Wells Fargo & Company, Wells Fargo Advisors has the ability to draw on extensive experience and products across our company to satisfy our clients investment needs and help them succeed financially. An active and engaged corporate citizen, Wells Fargo Advisors strives to always make our communities stronger and better. Our firm partners with team members and organizations across the country to promote the long-term economic prosperity and quality of life for everyone in our communities through philanthropy and volunteer activities.A Non-Bank Affiliate of Wells Fargo & Company.Wells Fargo Advisors is a non-bank affiliate of Wells Fargo & Company, one of the nations largest and most respected financial institutions. In business since 1852 and named on Fortune magazines "Worlds Most Admired Companies" list for 2009, 2010, 2011, 2012, 2013 and 2014, Wells Fargo is known and respected for its responsible stewardship of its clients assets.

Fidelity Investments photos

Fidelity Investments, New York

New York / New York / United States

0.0

Merrill Lynch Wealth Management photos

Merrill Lynch Wealth Management, New York

New York / New York / United States

0.0

Welcome to Merrill Lynch in NEW YORK, NY. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment banking services. Contact our office today to help address your financial and investment needs. Working with our clients, we help create and execute solutions, which address our clients most pressing strategic, financial and investment needs.

Edelman Financial Engines photos

Edelman Financial Engines, Clifton Park

Clifton Park / New York / United States

0.0

The Edelman Financial Engines Advisor Center in Clifton Park is located near the Clifton Park Center Mall with quick access to the Northway. Through a personalized investment plan, we can assist you with a 401(k) rollover to a professionally managed account, saving for a child’s education or developing a retirement strategy.

Purshe Kaplan Sterling Investments photos

Purshe Kaplan Sterling Investments, Albany

Albany / New York / United States

0.0

PKS was founded in 1993 as a privately held company with a vision of providing investment executives with superior service, cutting edge technology and innovative products.With offices in over 100 cities throughout the country, Purshe Kaplan Sterling Investments is an Albany, New York-based firm, which truly has a local presence and a national reach. PKS is a FINRA registered broker/dealer with access to every major Investment Company and hundreds of Variable Annuity products and access to some of the top professional money managers in the country. We partner with investment professionals who represent the best in the industry and now, with over 462 branches across the United States, PKS is recognized by our industry partners, clients and peers as a premier broker-dealer for successful investment executives and financial advisers. When you combine our innovative technology with that supplied by our clearing firm, National Financial Services, LLC., it becomes clear that PKS excels in the four essential elements of securities brokerage: trading, operations, compliance and technology. If you are an investment professional looking for a broker/dealer that fosters an entrepreneurial environment, integrated technology solutions that streamline business and a generous compensation structure, or an investor looking for a commitment to excellence in service and an experienced management team with decades of relevant industry experience, PKS is your best option.

Edward Jones - Financial Advisor: Jess W Esposito photos

Edward Jones - Financial Advisor: Jess W Esposito, Ithaca

Ithaca / New York / United States

0.0

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.

Waddell & Reed Financial Service photos

Waddell & Reed Financial Service, Albany

Albany / New York / United States

0.0

Gary Backer - Morgan Stanley photos

Gary Backer - Morgan Stanley, Riverhead

Riverhead / New York / United States

0.0

Located in Riverhead, N.Y., Morgan Stanley Smith Barney is one of the leading financial service companies in the world, specializing in wealth management. The company offers a wide range of products and services, such as brokerage and investment advisory services, financial as well as wealth planning, credit and lending, cash management, annuities, insurance, retirement and trust. Morgan Stanley Smith Barney caters to the needs of individuals, businesses and institutions. The company serves more than 550 corporate clients.

Wells Fargo Advisors photos

Wells Fargo Advisors, Garden City

Garden City / New York / United States

0.0

A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nations premier financial services firms, serving and advising clients nationwide through more than 15,000 Financial Advisors. As the heir to some of Americas most respected regional and national investment firms, Wells Fargo Advisors has retained a strong and abiding commitment to exceptional services based on trust and knowledge and a determination to put client needs above all else. Our Financial Advisors work with clients to understand their needs and life goals and then help them develop individual investment plans and investment portfolios that are easy to understand and monitor. Whats more, as part of Wells Fargo & Company, Wells Fargo Advisors has the ability to draw on extensive experience and products across our company to satisfy our clients investment needs and help them succeed financially. An active and engaged corporate citizen, Wells Fargo Advisors strives to always make our communities stronger and better. Our firm partners with team members and organizations across the country to promote the long-term economic prosperity and quality of life for everyone in our communities through philanthropy and volunteer activities.A Non-Bank Affiliate of Wells Fargo & Company.Wells Fargo Advisors is a non-bank affiliate of Wells Fargo & Company, one of the nations largest and most respected financial institutions. In business since 1852 and named on Fortune magazines "Worlds Most Admired Companies" list for 2009, 2010, 2011, 2012, 2013 and 2014, Wells Fargo is known and respected for its responsible stewardship of its clients assets.

Citibank photos

Citibank, Hauppauge

Hauppauge / New York / United States

0.0

Citibank is one of the largest full service banks in the world. This branch is located on Motor Parkway in Hauppauge. Its services include appointment banking, 24-hour ATM, drive up teller, home equity sales and more.

Unlimited investors group photos

Unlimited investors group, Tonawanda

Tonawanda / New York / United States

0.0

Unlimited Investors Groups mission is to provide unparalleled support to our agents and brokers and superior customer service to our clients through our agent-centric and client-centric approach to insurance. We have a set of core values that manifest themselves in the manner we conduct business. Contact us at (888) 346-8123 for more information.

Edward Jones - Financial Advisor: Dave Chalifoux photos

Edward Jones - Financial Advisor: Dave Chalifoux, Syracuse

Syracuse / New York / United States

0.0

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.

Waddell & Reed photos

Waddell & Reed, Fairport

Fairport / New York / United States

0.0

First Investors Corp photos

First Investors Corp, Nanuet

Nanuet / New York / United States

0.0

First Investors Corporation offers personalized service to individuals and commercial clients. The company specializes in mutual funds, life insurance and annuity products. First Investors offers a wide range of services including retirement planning, college-funding programs, investment advice and much more. The team at this firm is committed to helping each client achieve their financial goals.

Edward Jones - Financial Advisor: Sadia Nabi photos

Edward Jones - Financial Advisor: Sadia Nabi, Cortlandt Manor

Cortlandt Manor / New York / United States

0.0

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.

Tully Rinckey photos

Tully Rinckey, Syracuse

Syracuse / New York / United States

0.0

Morgan Stanley photos

Morgan Stanley, Pittsford

Pittsford / New York / United States

0.0

We work with individuals, families, businesses and institutions to deliver specialized services and innovative strategies that help them build, preserve and manage their wealth.

Goldberg Gary Planning Svce photos

Goldberg Gary Planning Svce, Suffern

Suffern / New York / United States

0.0

Kuttin Wealth Management - Ameriprise Financial Services, Inc. photos

Kuttin Wealth Management - Ameriprise Financial Services, Inc., Sherrill

Sherrill / New York / United States

0.0

Edward Jones - Financial Advisor: Tom Heinbockel, CFP®|AAMS®|CRPS® photos

Edward Jones - Financial Advisor: Tom Heinbockel, CFP®|AAMS®|CRPS®, Nyack

Nyack / New York / United States

0.0

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.