Wealth Management in New York County, NY

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List of Firms

New York County, NY Wealth Management Firms

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New York, NY Private Wealth Management - UBS Financial Services Inc.
Location 299 Park Ave 26th floor, New York, NY 10171, USA
Phone (212) 821-7001
Language https://local.ubs.com/new-york-pwm/?utm_source=Yext&utm_medium=GMB&utm_campaign=164563&y_source=1_MjU1MDcyNzItNzE1LWxvY2F0aW9uLmdvb2dsZV93ZWJzaXRlX292ZXJyaWRl
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Huvane Wealth Management Group - UBS Financial Services Inc.
5 out of 5
Location 1251 6th Ave 2nd Floor, New York, NY 10020, USA
Phone (212) 626-8544
Language https://advisors.ubs.com/huvane/?utm_source=Yext&utm_medium=GMB&utm_campaign=166260&y_source=1_MjI3MTI2NzYtNzE1LWxvY2F0aW9uLmdvb2dsZV93ZWJzaXRlX292ZXJyaWRl
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Merrill Lynch Wealth Management Advisor Nicholas Doro
Location 75 Rockefeller Plaza, New York, NY 10019, USA
Phone (212) 284-5818
Language https://fa.ml.com/new-york/new-york/nicholas_doro
Directions
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Merrill Lynch Wealth Management Advisor David J Katz
Location 75 Rockefeller Plaza, New York, NY 10019, USA
Phone (212) 415-7717
Language https://fa.ml.com/new-york/new-york/plutakatzgroup
Directions
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RBC Wealth Management Branch - New York Metro
3 out of 5
Location 1211 6th Ave Suite 3300, New York, NY 10036, USA
Phone (212) 703-6000
Language https://us.rbcwealthmanagement.com/nyc?utm_source=GMB&utm_medium=Yext
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Gramercy Wealth Management Group - UBS Financial Services Inc.
Location 1285 6th Ave, New York, NY 10019, USA
Phone (212) 713-8593
Language https://advisors.ubs.com/gramercy/?utm_source=Yext&utm_medium=GMB&utm_campaign=172535&y_source=1_MjAwOTY5NDItNzE1LWxvY2F0aW9uLmdvb2dsZV93ZWJzaXRlX292ZXJyaWRl
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Bobigan Wealth Management - UBS Financial Services Inc.
Location 299 Park Ave, New York, NY 10171, USA
Phone (212) 333-8930
Language https://advisors.ubs.com/bobigan/?utm_source=Yext&utm_medium=GMB&utm_campaign=166746&y_source=1_MTg4ODc5ODgtNzE1LWxvY2F0aW9uLmdvb2dsZV93ZWJzaXRlX292ZXJyaWRl
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Altfest Personal Wealth Management
SEC File# 801-18320
CRD# 110130
5 out of 5
Location 445 Park Ave 6th floor, New York, NY 10022, USA
Phone (212) 406-0850
Language http://www.altfest.com/
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Voice Wealth Management
Location 370 E 76th St ste 1805-b, New York, NY 10021, USA
Phone (646) 630-0980
Language http://www.voicewealth.com/
Directions
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John G. Meitner - RBC Wealth Management Financial Advisor
Location 1211 6th Ave Suite 3300, New York, NY 10036, USA
Phone (516) 733-2016
Language https://us.rbcwealthmanagement.com/smjwmg?utm_source=GMB&utm_medium=Yext
Directions
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Katz Wealth Management - UBS Financial Services Inc.
Location 1285 6th Ave, New York, NY 10019, USA
Phone (212) 713-9201
Language https://www.ubs.com/team/katz?utm_source=Yext&utm_medium=GMB&utm_campaign=155363&y_source=1_MTUzOTk2ODgtNzE1LWxvY2F0aW9uLmdvb2dsZV93ZWJzaXRlX292ZXJyaWRl
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Calamos Wealth Management
SEC File# 801-67787
CRD# 143490
Location 610 5th Ave #7, New York, NY 10020, USA
Phone (888) 857-7604
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
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HLS Wealth Management - Morgan Stanley
Location 1290 6th Ave Fl 13, New York, NY 10104, USA
Phone (212) 492-6911
Language https://advisor.morganstanley.com/hls-wealth-management?y_source=1_MTA4MjY0OTYtNzE1LWxvY2F0aW9uLndlYnNpdGU%3D
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Wealth Management in New York County, NY

Where Wealth Management Advisors in New York County, NY Serve

New York County, also known as Manhattan, is a bustling and vibrant borough that is home to some of the world's most iconic landmarks. From the towering skyscrapers of Midtown to the serene green spaces of Central Park, there is never a dull moment in this bustling metropolis. Some of the most famous landmarks in New York County include the Empire State Building, the Statue of Liberty, and Times Square. These attractions draw millions of tourists from around the world each year, making Manhattan one of the most visited cities on the planet. In addition to its many tourist attractions, New York County is also home to a diverse array of businesses and industries. Some of the top employers in the area include JPMorgan Chase, Citigroup, and Goldman Sachs, as well as a number of prestigious law firms and media companies. Getting around Manhattan can be a challenge, but the borough is well-served by a network of major highways and streets.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of New York County, NY can benefit from a bank in several ways. One of the most common ways is through access to financial services such as checking and savings accounts, loans, and credit cards. With the high cost of living in New York County, NY, having a bank account can help residents manage their finances and budget effectively. Additionally, banks in the area offer services such as investment advice and retirement planning, which can help residents prepare for their future. Furthermore, many banks in New York County, NY offer online and mobile banking services, making it convenient for residents to manage their finances from anywhere at any time. With the fast-paced lifestyle of the city, having access to these services can help residents save time and stay on top of their finances. Overall, a bank can provide valuable resources and support to residents of New York County, NY, helping them achieve financial stability and success.

Insurance Broker

Residents of New York County, NY can greatly benefit from the expertise of an insurance broker. With the high cost of living and unique challenges of living in the heart of New York City, an insurance broker can provide tailored solutions to meet the specific needs of individuals and families. For example, an insurance broker can help residents navigate the complex healthcare system in New York County, NY, ensuring they have access to the best doctors and hospitals in the area. Additionally, an insurance broker can help residents find affordable and comprehensive coverage for their homes and vehicles, which can be particularly challenging in a densely populated urban environment. With their extensive knowledge of the insurance industry and the local market, an insurance broker can provide invaluable guidance and support to residents of New York County, NY.

Retirement Planning

Residents of New York County, NY can benefit tremendously from the expertise of a retirement planner. Specifically, with the high cost of living in New York City, retirees must carefully plan their finances to ensure they have enough money to cover their expenses. A retirement planner can help residents of New York County navigate complex financial instruments such as 401(k)s, IRAs, and annuities to maximize their savings and minimize their tax liability. Additionally, a retirement planner can help retirees plan for healthcare costs, which are notoriously high in New York City. With the city's world-class medical facilities, retirees may have access to top-notch care, but they must also be prepared for the associated costs. A retirement planner can help residents of New York County plan for these expenses and ensure they have the resources they need to enjoy their retirement years.

Financial Advisor

Residents of New York County, NY can greatly benefit from the expertise of a financial advisor in numerous ways. Firstly, with the high cost of living in New York, a financial advisor can help residents navigate their budgets and expenses to ensure they are able to save for their future. Additionally, with the diverse range of industries and job opportunities in New York, a financial advisor can assist residents in making strategic investments to grow their wealth. Furthermore, with the complex tax laws and regulations in New York, a financial advisor can provide valuable advice on how to minimize tax liabilities and maximize returns. Overall, a financial advisor can provide tailored solutions to help residents of New York County, NY achieve their financial goals and secure their financial future in one of the most bustling and competitive cities in the world.

Mortgage Loan Officer

Residents of New York County, NY can benefit greatly from the services provided by a mortgage loan officer. These professionals can assist residents in securing a mortgage loan to purchase a home in one of the most expensive real estate markets in the world. With a population of over 1.6 million people, New York County is home to a diverse group of individuals with varying financial backgrounds. A mortgage loan officer can help residents navigate the complex process of obtaining a loan, including understanding the different types of mortgages available, determining eligibility, and finding the best interest rates. Additionally, with the high cost of living in New York County, a mortgage loan officer can help residents find creative financing solutions, such as government-backed loans or down payment assistance programs, to make homeownership more affordable.

Tax Services

Residents of New York County, NY could greatly benefit from the assistance of a tax advisor. With the complex tax laws and regulations specific to New York State, a tax advisor can provide valuable insight and guidance on tax planning, preparation, and compliance. For instance, New York County residents may be subject to high state and local taxes, making it essential to have a tax advisor who can help them navigate the intricacies of deductions and exemptions. Additionally, with the recent changes to federal tax laws, including the Tax Cuts and Jobs Act, a tax advisor can help New York County residents understand how these changes impact their tax situation and identify opportunities for tax savings. Overall, a tax advisor can provide invaluable support to New York County residents in managing their tax obligations and maximizing their financial well-being.

Estate Planning Lawyer

Residents of New York County, NY could benefit greatly from the services of an estate planning lawyer. With the high cost of living and property values in the county, it's essential to have a comprehensive estate plan in place. An estate planning lawyer can help residents navigate the complex laws and regulations of New York State, ensuring that their assets are protected and distributed according to their wishes. They can also assist with creating trusts, drafting wills, and establishing powers of attorney. Additionally, with the diverse population of New York County, an estate planning lawyer can help clients with unique needs, such as those with blended families or non-traditional relationships. In short, an estate planning lawyer can provide invaluable assistance to residents of New York County, NY in ensuring their financial and personal affairs are in order.

FREQUENTLY ASKED QUESTIONS

Comprehensive Wealth Management FAQs

Wealth management services in New York County, NY can encompass a wide range of offerings. A skilled wealth manager can help clients navigate the complexities of financial planning, investment management, tax planning, estate planning, and more. In a county as bustling and diverse as New York, a wealth manager must be equipped to handle the unique challenges that come with managing wealth in such a fast-paced environment. From navigating the intricacies of the New York City real estate market to understanding the nuances of local tax laws, a wealth manager in New York County must be highly skilled and knowledgeable. Additionally, with the rise of fintech and digital currencies, a wealth manager must also be well-versed in the latest technological advancements and able to offer innovative solutions to clients looking to diversify their portfolios. Overall, a wealth manager in New York County must provide comprehensive and personalized services to help clients achieve their financial goals in a rapidly changing economic landscape.

New York County, NY is undoubtedly the best place to get a wealth manager. The county is home to some of the world's top financial institutions and is known as the financial capital of the world. The county's bustling financial district is a testament to its financial prowess, and it is where the most experienced and knowledgeable wealth managers can be found. The county's vast network of financial institutions offers a wide range of investment opportunities, from traditional stocks and bonds to alternative investments such as hedge funds and private equity. With such a diverse range of investment options, a wealth manager in New York County can tailor their services to meet the unique needs and goals of their clients. Additionally, the county's wealth managers are well-versed in the latest financial technologies and trends, ensuring that their clients have access to the most cutting-edge investment strategies. In short, if you're looking for a wealth manager with unparalleled expertise and access to the world's top financial resources, New York County, NY is the place to be.