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Investment Advisory Service in Midtown, NY

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31. George Lukovenko - Private Wealth Advisor, Ameriprise Financial Services

George Lukovenko - Private Wealth Advisor, Ameriprise Financial Services

1430 Broadway Rm 305, New York, NY 10018

OPEN NOW:9:00 am - 5:00 pm

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

32. Premier Wealth Advisors

Premier Wealth Advisors

1411 Broadway 16th Fl, New York, NY 10018

OPEN NOW:9:00 am - 5:00 pm

From Business: Founded in 1992, Premier Wealth Advisors (PWA) is an SEC Registered Investment Adviser and an independent wealth management firm providing comprehensive financial planning and…

YP
33 Years
in Business

33. Tony C Yang - Private Wealth Advisor, Ameriprise Financial Services

Tony C Yang - Private Wealth Advisor, Ameriprise Financial Services

1185 Avenue Of The Americas Fl 3, New York, NY 10036

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

34. The Unger Company

The Unger Company

641 Lexington Ave 20th Fl, New York, NY 10022

OPEN NOW:8:00 am - 5:00 pm

From Business: Smart planning and careful attention to details have built more than comfort and security for your family

35. American Financial & Tax Strategies Inc

American Financial & Tax Strategies Inc

1650 Broadway, New York, NY 10019

OPEN NOW:10:00 am - 6:00 pm

From Business: American Financial is a private wealth management firm dedicated to a prudent process and helping people make intelligent decisions about their money. We are an SEC Registered…

YP
33 Years
in Business

36. Cowen Westminster Research Associates

Cowen Westminster Research Associates

1633 Broadway, 48th Floor, New York, NY 10019

From Business: Westminster Research Associates specializes in providing independent research products and services to the institutional investment community. The company has been serving…

37. Fidelity Investments

Fidelity Investments

13A W 61st St, New York, NY 10023

OPEN NOW:8:30 am - 5:00 pm

From Business: Many of our advisors are now offering in-person planning appointments in addition to virtual and phone appointments. To schedule a planning appointment, please contact your…

38. Wafra Investment Advisory

Wafra Investment Advisory

345 Park Ave, New York, NY 10154

From Business: Founded in 1985, Wafra Investment Advisory Group is an investment management company regulated by the U.S. Securities and Exchange Commission. The company has expertise in…

39. Cerity Partners

Cerity Partners

99 Park Ave, New York, NY 10016

OPEN NOW:9:00 am - 5:00 pm

From Business: Cerity Partners is a national, full-service Wealth Management firm. We fulfill the needs of Individuals & Families, Businesses, and Nonprofit Organizations though Financial…

40. Monarch Holdings

Monarch Holdings

370 Lexington Ave, New York, NY 10017

From Business: Monarch Capital Group, LLC is a full-service, investment-banking firm specializing in identifying small- and micro-cap investment opportunities with substantial emerging-growth…

41. Emigrant Financial Service

Emigrant Financial Service

5 E 42nd St, New York, NY 10017

From Business: Emigrant Financial Services offers a range of life insurance and investment products. The company provides mutual funds and fixed and variable securities. It provides whole…

42. MSD Capital LP

MSD Capital LP

51 E 42nd St, New York, NY 10017

OPEN NOW:7:30 am - 6:00 pm

From Business: MSD Capital, founded in 1998, offers a variety of investment products and services. Its investments include properties, portfolios, joint ventures and operating companies. The…

43. Apple Financial Holdings, Inc

Apple Financial Holdings, Inc

122 E 42nd St, New York, NY 10168

OPEN NOW:9:00 am - 5:00 pm

From Business: Established in 1863, Apple Bank for Savings is one of the largest savings banks in New York. It offers a variety of personal and business banking options for individuals and…

44. Kash, Lance R, AGT

Kash, Lance R, AGT

122 E 42nd St, New York, NY 10168

From Business: 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…

45. Sarrah Samraoui - Financial Advisor, Ameriprise Financial Services

Sarrah Samraoui - Financial Advisor, Ameriprise Financial Services

122 E 42nd St Rm 2215, New York, NY 10168

OPEN NOW:8:00 am - 5:00 pm

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

46. Mattera, Philip, CFP

Mattera, Philip, CFP

122 E 42nd St, New York, NY 10168

OPEN NOW:9:00 am - 5:00 pm

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

47. Bresnan, Kathleen M, AGT

Bresnan, Kathleen M, AGT

122 E 42nd St, New York, NY 10168

OPEN NOW:8:00 am - 5:00 pm

From Business: 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…

48. Vicki W Li - Financial Advisor, Ameriprise Financial Services

Vicki W Li - Financial Advisor, Ameriprise Financial Services

122 E 42nd St Rm 2215, New York, NY 10168

OPEN NOW:9:00 am - 5:00 pm

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

49. Francis, Michael, MBA

Francis, Michael, MBA

122 E 42nd St, New York, NY 10168

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

50. Millstein, Gilbert

Millstein, Gilbert

122 E 42nd St, New York, NY 10168

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

51. Fiore, Frank

Fiore, Frank

122 E 42nd St, New York, NY 10168

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

52. Conlon, Brian

Conlon, Brian

122 E 42nd St, New York, NY 10168

OPEN NOW:8:00 am - 5:00 pm

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

53. Cowan Financial Group Mass

Cowan Financial Group Mass

90 Park Ave, New York, NY 10016

OPEN NOW:9:00 am - 5:30 am

From Business: Established in 1985, Cowan Financial Group is one of the leading New York agencies that provides business, personal and corporate insurance and financial strategies and is also…

54. Mass Mutual Financial Group

Mass Mutual Financial Group

90 Park Ave, New York, NY 10016

OPEN NOW:9:00 am - 5:00 pm

From Business: Operational since 1851, MassMutual Financial Group also known as Massachusetts Mutual Life Insurance Company is a provider of financial services. Based in Springfield, Mass.,…

55. Wealth Advisory Group

Wealth Advisory Group

355 Lexington Ave 9th Fl, New York, NY 10017

OPEN NOW:9:00 am - 5:00 pm

From Business: 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…

56. The Carlyle Group Inc

The Carlyle Group Inc

1 Vanderbilt Ave, New York, NY 10017

From Business: Established in 1987, The Carlyle Group is one of the largest private equity firms in the world. It is a private global investment firm that provides management-led buyouts,…

57. Pallares, Beatriz

Pallares, Beatriz

1 Vanderbilt Ave, New York, NY 10017

OPEN NOW:9:00 am - 5:00 pm

From Business: TD Wealth's Relationship Managers are committed to ensuring we provide you with the highest personalized service while assisting you in meeting your financial goals and…

58. Elezi, Ashley, AGT

Elezi, Ashley, AGT

1 Vanderbilt Ave, New York, NY 10017

OPEN NOW:9:00 am - 5:00 pm

From Business: TD Wealth's Relationship Managers are committed to ensuring we provide you with the highest personalized service while assisting you in meeting your financial goals and…

59. Dougan, Donna

Dougan, Donna

1 Vanderbilt Ave, New York, NY 10017

OPEN NOW:9:00 am - 5:00 pm

From Business: TD Wealth's Relationship Managers are committed to ensuring we provide you with the highest personalized service while assisting you in meeting your financial goals and…

60. Alexander, Jason

Alexander, Jason

71 Park Ave, New York, NY 10016

OPEN NOW:9:00 am - 5:00 pm

From Business: 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…