![Guide.in.ua Guide.in.ua](https://guide.in.ua/assets/images/guide300.webp)
- United States
- Alabama
- Alaska
- Arizona
- Arkansas
- California
- Colorado
- Connecticut
- Delaware
- Florida
- Georgia
- Hawaii
- Idaho
- Illinois
- Indiana
- Iowa
- Kansas
- Kentucky
- Louisiana
- Maine
- Maryland
- Massachusetts
- Michigan
- Minnesota
- Mississippi
- Missouri
- Montana
- Nebraska
- Nevada
- New Hampshire
- New Jersey
- New Mexico
- New York
- North Carolina
- North Dakota
- Ohio
- Oklahoma
- Oregon
- Pennsylvania
- Rhode Island
- South Carolina
- South Dakota
- Tennessee
- Texas
- Utah
- Vermont
- Virginia
- Washington
- West Virginia
- Wisconsin
- Wyoming
- Ukraine
- United Kingdom
- Italy
- Poland
- Australia
- Spain
- New Zealand
- France
- Germany
TOP 30 Building an equity portfolio in New York, NY
20 results found
Search for local businesses, places and services near you
Equity Playground
Equity Playground is a vibrant and inclusive park located on 88th Avenue in the heart of New York City, United States. This community space is dedicated to promoting equity and unity among all individuals, regardless of background or ability. With colorful playground equipment, open green spaces, and interactive learning stations, Equity Playground provides a safe and welcoming environment for families and children to come together and enjoy the outdoors. Whether you're looking to relax in the sun, socialize with neighbors, or engage in fun recreational activities, Equity Playground is the perfect place for all to come and play.
Veris Wealth Partners
Veris Wealth Partners is a finance institution located at 17 State Street in New York, New York, United States. Research has shown that sustainable and impact wealth management strategies can perform just as well, if not better, than traditional strategies. Veris offers a unique approach to wealth management, helping clients achieve both financial goals and impact investing objectives. With an experienced and diverse team, Veris provides objective and unbiased wealth management tailored to individual objectives. The institution is committed to building authentic relationships and providing outstanding service, leading to client referrals. Veris also conducts up-to-date research in impact investing, with recent reports focusing on climate justice, diversity, equity, and inclusion. They work with individuals, families, foundations, and endowments to align investment portfolios with values and missions. Veris has been recognized as one of the top impact companies by Real Leaders. CEO Stephanie Cohn Rupp has been interviewed on topics such as sustainable investing and trends among millennial and Gen Z investors.
Merrill Lynch Financial Advisor Kevin J Halpin
Merrill Lynch Financial Advisor Kevin J Halpin is a Vice President and Senior Financial Advisor located at 75 Rockefeller Plaza in New York, New York. With over 25 years of experience in the financial services industry, Kevin focuses on total wealth management and offers strategy-based solutions for personal and business finances based on clients' individual needs and goals. As a Portfolio Manager, Kevin uses his expertise in individual equity selection and modern portfolio theory to help clients of all financial backgrounds. He works closely with clients' other advisors to address short and long-term goals, providing personalized advice and specialized investment services. Kevin and his wife Julia, who also works at Merrill, have a combined length of service of over 50 years. At Merrill Lynch Wealth Management, Kevin believes in building personalized plans centered on clients' goals and priorities, helping them achieve financial success and pursue what matters most to them. With access to the investment insights of Merrill and banking solutions from Bank of America, Kevin works with clients to develop an approach designed to address their financial needs and help them achieve their goals. Through regular meetings and reviews, Kevin helps clients stay on track and adapt their financial approach to reflect changes in their lives and the market. Kevin is registered to do business in multiple states across the United States, offering personalized investment strategies and comprehensive financial solutions to help clients live their best financial lives.
Merrill Lynch Financial Advisor Julio C. Franco
Merrill Lynch Financial Advisor Julio C. Franco is located at 75 Rockefeller Plaza in New York, New York, United States. Julio is a Senior Vice President and an International Wealth Advisor with over 30 years of industry experience. He is a qualified Portfolio Manager who can help clients pursue their financial objectives by building and managing personalized strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. Julio focuses on transactional based clients, particularly in active trading strategies in equities, options, fixed income, and foreign currencies. He also manages a proprietary Global Thematic Equity portfolio and various Merrill model portfolios. Julio holds industry designations such as CFA®, FRM®, and CAIA®, and is a member of various financial associations. He has a Master of Science in Financial Risk Management and a BA in Economics and Finance. Fluent in Spanish, Julio resides in Greenwich, Connecticut. Merrill Personal Wealth Analysis™ is offered to help clients build a personalized financial plan centered on their goals and priorities. As a Merrill Lynch Wealth Management Advisor, Julio focuses on understanding each client's unique needs and provides personalized investment strategies and comprehensive financial solutions. Working with Julio means having access to the investment insights of Merrill and the banking solutions of Bank of America. He believes in placing the investor at the center of the planning process and aims to help clients navigate through financial transitions and decisions. By regularly reviewing and adjusting financial approaches, Julio helps clients stay on track to achieve their goals. Whether planning for retirement, saving for a home, or funding education, Julio works with clients to develop a customized approach that addresses their financial needs. With a focus on getting to know each client personally, Julio creates a financial strategy that reflects their personality and priorities. The ultimate goal is to help clients achieve their financial goals and live their best financial life.
Merrill Lynch Financial Advisor Matthew Murphy
Merrill Lynch Financial Advisor Matthew Murphy is a finance institution located at 114 West 47th Street, New York, New York, United States. Matthew Murphy is an experienced financial advisor with a strong passion for portfolio management and asset allocation. He leverages his extensive knowledge of financial markets to design and implement customized investment management strategies for businesses and endowments. With a focus on maximizing returns, Matthew utilizes a mix of equity, government and corporate debt, and private investments. In collaboration with a dedicated banking team, Matthew offers comprehensive credit solutions to support business growth, operational needs, and international expansion. From credit lines to trade services, his collaborative approach delivers tailored financial solutions to meet the unique requirements of each business.
Merrill Lynch Financial Advisor Christopher M Walters
Merrill Lynch Financial Advisor Christopher M Walters is a finance institution located at 1325 Franklin Avenue, Garden City, New York, United States. The institution is proud of its advisors who have received recognition from financial industry publications or directly from Bank of America Corporation. They believe in setting the standard for exemplary client service. Christopher M Walters has been recognized in Forbes' "America’s Top Wealth Management Teams High Net Worth" in 2022, 2023, and 2024, as well as in Forbes' "Top Next-Generation Wealth Advisors Best-in-State" in 2023. Supported by the global resources of Merrill, Christopher M Walters' team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service. Christopher M Walters helps individuals, families, and family offices advance a more thoughtful, cohesive, and purposeful approach to their wealth. With over 15 years of industry experience, Christopher is skilled in helping clients align their objectives with their unique risk tolerance, tax circumstances, and timeframes. He offers a creative and analytical approach grounded in a steadfast commitment to client well-being.
Rogers Lynn
Rogers Lynn is a health, pharmacy, and store institution located at 113 Holland Avenue, Albany, New York, United States. As an official website of the United States government, Rogers Lynn provides a secure platform for Veterans and survivors to access care and benefits related to toxic exposures. The institution is dedicated to building equity and ending harassment for underserved populations. Veterans can apply for VA health care, file disability compensation claims, manage GI Bill benefits, and access vocational rehabilitation services. Additionally, Rogers Lynn offers support for Veteran-owned small businesses, monthly payments for eligible Veterans and survivors, and VA-backed home loans for those with service-connected disabilities. Veterans, service members, and families can also explore life insurance options, burial planning services, and apply for printed Veteran ID cards. Eligibility for benefits during service, as a spouse, dependent, or survivor, is also outlined on the website.
Trade-Mark Construction
Welcome to Trade-Mark Construction, your trusted partner for all residential and commercial construction needs in Syracuse, New York. Conveniently located at 210 Wolf Street, Syracuse, NY 13208, we are a full-service general contractor, home goods store, and plumbing service provider, committed to transforming your spaces with precision and care. At Trade-Mark Construction, we pride ourselves on our extensive experience and dedication to quality. Whether you're dreaming of a new deck, a stunning kitchen renovation, or a complete home remodel, our team of experts is here to bring your vision to life. Our portfolio includes everything from attic conversions and entertainment room renovations to major home remodels and basement finishing. We also specialize in exterior enhancements, ensuring that your home's curb appeal remains timeless.
Alfred Saracene - Financial Advisor, Ameriprise Financial Services, LLC
Welcome to Alfred Saracene - Financial Advisor, Ameriprise Financial Services, LLC, your trusted partner for comprehensive financial guidance. Conveniently located at 8 Kennedy Parkway, Cortland, New York, we specialize in providing personalized financial strategies tailored to meet the unique needs of our clients. Our expertise spans a wide range of financial planning and advisory services. Alfred Saracene holds multiple prestigious certifications, including the Accredited Asset Management Specialist™ (AAMS™), Accredited Domestic Partnership Advisor™ (ADPA™), and Accredited Investment Fiduciary® (AIF®), among others. These credentials signify a commitment to ethical practices and a deep understanding of complex financial concepts, ensuring that our clients receive the highest standard of service.
Holley Cragg - Financial Advisor, Ameriprise Financial Services, LLC
Welcome to Holley Cragg - Financial Advisor, Ameriprise Financial Services, LLC, where we are committed to helping you achieve your financial goals. Located at 5700 Commons Park, East Syracuse, New York, our firm offers personalized financial planning services tailored to meet your unique needs. At Holley Cragg, we understand that each individual's financial journey is distinct. That's why we encourage you to review our advisors' backgrounds, credentials, and areas of expertise to find the approach that aligns best with your objectives. Whether you're planning for retirement, managing investments, or navigating complex financial situations, we are here to guide you every step of the way.
Jessica Maureen Champion - Ameriprise Financial Services, LLC
Welcome to Jessica Maureen Champion - Ameriprise Financial Services, LLC, your trusted partner in financial planning and wealth management located in East Syracuse, New York. At our office, we understand that every client has unique financial goals and aspirations. That's why we offer personalized financial advice tailored to meet your individual needs. Our team of Ameriprise advisors brings a wealth of experience and knowledge across various financial disciplines. We encourage you to explore our advisors' backgrounds, credentials, and areas of expertise to find the approach that aligns best with your financial objectives. Whether you're planning for retirement, managing investments, or preparing for life's unexpected events, our advisors are here to guide you every step of the way.
Sconset Capital Management, LLC
Welcome to Sconset Capital Management, LLC, your trusted partner in financial insights and investment strategies. Conveniently located at 84-31 Van Wyck Expressway in Queens, New York, we specialize in providing expert financial guidance and management services tailored to meet the unique needs of our clients. At Sconset Capital Management, we understand the complexities of the financial market and are dedicated to helping our clients navigate their investment opportunities with confidence. Our team is well-versed in the dynamics of various sectors, including the commodities market, and offers in-depth analysis and strategic advice to optimize your portfolio.
Philip Andriola - Private Wealth Advisor, Ameriprise Financial Services, LLC
Welcome to Philip Andriola - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 50 Station Road, Water Mill, New York 11976. As a trusted partner in finance, we are dedicated to helping you achieve your financial goals with personalized strategies tailored to your unique needs. Our team is equipped with an array of prestigious certifications that demonstrate our commitment to excellence and ethical practices in financial advising. Our expertise spans a broad spectrum, including asset management, estate planning, retirement strategies, and investment opportunities tailored for retirees and small business owners. We are proud to hold advanced certifications such as the Accredited Asset Management Specialist™ (AAMS™), Accredited Domestic Partnership Advisor™ (ADPA™), and Accredited Investment Fiduciary® (AIF®), among others.
Edgar Betancourt - Ameriprise Financial Services, LLC
Welcome to Edgar Betancourt - Ameriprise Financial Services, LLC, your trusted partner in navigating the complexities of financial planning and investment management. Conveniently located at 1673 County Road 39 in Southampton, New York, we specialize in providing personalized financial advice tailored to meet your unique goals and aspirations. At Edgar Betancourt - Ameriprise Financial Services, LLC, we understand that each client has distinct financial needs and objectives. That's why we offer a comprehensive approach to financial planning, ensuring that your strategy aligns perfectly with your personal goals. Our advisors possess a wide array of professional certifications and designations, underscoring their commitment to excellence and expertise in areas such as asset management, estate planning, retirement solutions, and investment strategies.
George Kreuscher - Financial Advisor, Ameriprise Financial Services, LLC
Welcome to George Kreuscher - Financial Advisor, Ameriprise Financial Services, LLC, located at 1673 County Road 39, Southampton, New York. We are your trusted partner in financial planning and investment management, dedicated to helping you achieve your financial goals with personalized strategies and expert advice. George Kreuscher brings a wealth of knowledge and expertise to the table, holding numerous prestigious certifications and designations that highlight his commitment to excellence and professional growth in the financial services industry. As an Accredited Asset Management Specialist (AAMS™), George adheres to a strict code of ethics and applies investment concepts to real-world situations, ensuring your assets are managed effectively.
Meredith Diamond - Financial Advisor, Ameriprise Financial Services, LLC
Meredith Diamond - Financial Advisor, Ameriprise Financial Services, LLC Welcome to Meredith Diamond - Financial Advisor, located at 1673 County Road 39, Southampton, New York. With a commitment to providing exceptional financial guidance, our firm is dedicated to helping you achieve your financial goals through personalized strategies and expert advice.
Largo Capital, Inc.
Welcome to Largo Capital, Inc., your trusted partner in innovative real estate financing solutions. Located at 2420 North Forest Road, Getzville, New York, we are a leading real estate agency dedicated to serving clients across the United States and Canada. With over 35 years of experience, the Largo Group of Companies has built a reputation for excellence by fostering strong relationships with premier capital providers, including life insurance companies, banks, credit unions, and private equity firms. At Largo, we specialize in arranging, closing, and servicing debt and equity for commercial real estate developers and investors. Our extensive network of 27 correspondent lenders and a $4 billion servicing portfolio ensures that we provide our clients with tailored financing solutions that meet their unique needs. Recognized for our accuracy and excellence by industry leaders such as Symetra, StanCorp, Voya, and PPM, we pride ourselves on delivering exceptional service and results.
GeoData Plus
Welcome to GeoData Plus, your trusted real estate agency located at 105 Maxess Road, Melville, New York. As part of the ATTOM family, we leverage years of real estate data and expertise to empower your property decisions in just minutes. Our innovative Property Navigator tool offers powerful search capabilities, enabling you to discover properties tailored to your unique requirements. At GeoData Plus, we understand the importance of making informed decisions in real estate. Whether you're listing a property, making a purchase, or conducting an appraisal, our comprehensive property reports and robust data tools provide you with the critical insights you need. From detailed property characteristics to assessed values, tax information, and local community insights, our reports are indispensable for real estate professionals, investors, and appraisers alike.
Cushman & Wakefield - Commercial Real Estate Services
Welcome to Cushman & Wakefield - Commercial Real Estate Services, located at 175 Broadhollow Road, Melville, New York. As a leading name in the finance, general contracting, and real estate agency sectors, we are committed to delivering unparalleled service to meet all your commercial real estate needs. Whether your portfolio spans across New York City or around the globe, New York stands as the ultimate hub for business with the world’s largest commercial real estate market. At Cushman & Wakefield, we leverage insights from over 400 offices in 70 countries, combined with our deep-rooted local expertise, to offer strategic solutions tailored to your business objectives.
Cushman & Wakefield - Commercial Real Estate Services
Welcome to Cushman & Wakefield - Commercial Real Estate Services Located at 1377 Motor Parkway, Hauppauge, New York 11749, Cushman & Wakefield is your premier partner in navigating the dynamic world of commercial real estate. As a trusted name in finance, general contracting, and real estate agency services, we are dedicated to empowering your business success, whether your portfolio spans New York City or extends globally.
- building an equity portfolio in Albany
- building an equity portfolio in Cortland
- building an equity portfolio in East Syracuse
- building an equity portfolio in Garden City
- building an equity portfolio in Getzville
- building an equity portfolio in Hauppauge
- building an equity portfolio in Melville
- building an equity portfolio in Southampton
- building an equity portfolio in Syracuse
List of local businesses, places and services in New York
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos