TOP 30 Asset management solutions in Pearl River, New York

6 results found

Milestone Asset Management Group is a leading finance institution located at Blue Hill Plaza in Pearl River, New York, United States. With a team of experienced financial experts, they provide personalized investment strategies and wealth management services to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Milestone Asset Management Group offers tailored solutions to meet your needs. Trust in their expertise and dedication to help you navigate the complexities of the financial world and secure a prosperous future.

Jani Consultancy Inc. is a global institution located in Pearl River, New York, United States. Our team consists of asset managers, referral agents, and investor representatives who work together to enhance coverage and streamline funding pipelines within the USA. With a focus on data analysis, we provide financial expertise and industry knowledge to help technology executives and legal representatives develop competitive strategies. Our services include executing growth plans in various industries, solving challenges in operations management, and improving margin expansion through access to growth capital and debt solutions. The Founder and President of Jani Consultancy, Inc., Bijal Jani, brings over 22 years of experience as an attorney and financial expert to the corporate clientele. Her portfolio includes companies with enterprise values over USD$145 million engaged in joint ventures, mergers, and exit strategy implementation. Additionally, Mr. Jani, with a background in public accounting and financial management, has facilitated over USD$375 million worth of commercial development transactions in the US and has an extensive network within the United States, India, and West Africa.

Select Wealth Partners is a leading finance institution located at 3 North William Street in Pearl River, New York. Our team of experienced wealth management professionals is dedicated to helping clients achieve their financial goals through personalized investment strategies and comprehensive financial planning. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Select Wealth Partners is committed to providing top-tier service and guidance every step of the way. Contact us today to learn more about how we can help you secure your financial future.

Cetera Investors is a finance institution located at 1 Blue Hill Plaza, Pearl River, New York, United States. With 43 fully staffed and equipped branch offices, Cetera Investors allows financial advisors to maintain ownership of their book and independence while still benefiting from the resources and best practices provided by the institution. The institution helps advisors identify areas with growth potential, provides local, high-intent client leads, and offers support in succession planning and business equity realization. Advisors can also benefit from multimedia marketing presence, personalized marketing services, and a unified advisory platform for efficiency and scale.

Edie Haughney is a Financial Advisor at Ameriprise Financial Services, LLC located in Pearl River, New York, United States. She holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate her expertise in various areas of finance and wealth management, allowing her to provide comprehensive and specialized financial advice to her clients. With a focus on ethical practices and continuous education, Edie Haughney is dedicated to helping individuals and businesses achieve their financial goals.

Welcome to Jani Financing & Investments, Inc., your trusted partner in finance and real estate solutions. Conveniently located at 1 Blue Hill Plaza in Pearl River, New York, we are dedicated to providing exceptional financial and real estate services to individuals and businesses throughout the region. At Jani Financing & Investments, Inc., we understand that navigating the financial and real estate markets can be complex and overwhelming. That's why our team of experienced professionals is committed to delivering personalized, strategic advice tailored to meet your unique needs and goals. Whether you're looking to secure a mortgage, invest in real estate, or explore financing options, we have the expertise and resources to guide you every step of the way.