Business portfolio management in Liberty, NY
20 results found
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Marvin Newberg
● ClosedMarvin Newberg, Esq. is a highly experienced lawyer located at 33 North Street, Monticello, New York, United States. The Law Offices of Marvin Newberg provide legal services to individuals and businesses in Sullivan County NY and the surrounding area. With over thirty five years of experience, Marvin Newberg works diligently with clients to achieve their legal goals. Marvin Newberg is a graduate of the University of Pennsylvania Wharton School of Finance and Syracuse University School of Law. He is admitted to practice in all of the Courts of the State of New York and the United States District Court for the Southern District. Marvin's practice includes complex civil litigation, corporate and business law, real estate development, municipal law, wills and estates, tax certiorari proceedings, matrimonial and criminal law.
33 North St, Monticello, NY 12701, United States -
Gregory Buteau
● OpenGregory Buteau is a health institution located at 1934 New York 52, Liberty, New York, United States. This establishment offers a range of health services including a pharmacy and store for all your medical needs. Whether you're looking for prescription medications, over-the-counter remedies, or health and wellness products, Gregory Buteau has you covered. With a team of knowledgeable and friendly staff, you can trust that you are in good hands when you visit this institution. Experience top-notch care and convenience at Gregory Buteau in Liberty, New York.
1934 NY-52, Liberty, NY 127548310, United States -
Kelly Mcrell
● OpenKelly Mcrell is a renowned health institution located at 1987 New York 52, Liberty, New York, United States. Specializing in pharmacy services, this institution offers a wide range of healthcare products and medications to cater to the diverse needs of its customers. With a team of experienced pharmacists and staff members, Kelly Mcrell ensures top-notch customer service and expert advice on healthcare matters. Whether you're looking for prescription medications, over-the-counter products, or health supplements, this institution has got you covered. Visit Kelly Mcrell today for all your health and pharmacy needs.
1987 NY-52 #3, Liberty, NY 127548317, United States -
Smith Enterprises
● OpenSmith Enterprises is a reputable plumbing institution located at 11 Buckley Street in Liberty, New York, United States. With years of experience in the industry, our skilled team of plumbers provides top-quality services for residential and commercial properties. From fixing leaks and clogs to installing new plumbing systems, we are dedicated to delivering efficient and reliable solutions for all your plumbing needs. Trust Smith Enterprises for professional and affordable plumbing services in the Liberty area.
11 Buckley St, Liberty, NY 12754, United States -
Allison Millstein
● OpenAllison Millstein is a reputable health institution located at 6 Wierk Avenue in Liberty, New York, United States. Specializing in physiotherapy, their team of skilled professionals are dedicated to providing top-quality care and rehabilitation services to help patients recover from injuries, manage chronic conditions, and improve overall physical well-being. With a focus on personalized treatment plans and a commitment to patient satisfaction, Allison Millstein is a trusted destination for those seeking expert physiotherapy services in the Liberty area.
6 Wierk Ave, Liberty, NY 127542117, United States -
Lori Schneider
● OpenLori Schneider is a reputable health institution located at 1987 New York 52 in Liberty, New York, United States. Specializing in physiotherapy, our team of experienced professionals is dedicated to helping patients improve their physical well-being and recover from injuries. Our personalized treatment plans are designed to address each individual's unique needs and goals, promoting healing and restoring mobility. Trust Lori Schneider for quality care and a commitment to your overall health and wellness.
1987 NY-52 #11, Liberty, NY 12754, United States -
Merrill Lynch Financial Advisor Grant O Aidner
● ClosedMerrill Lynch Financial Advisor Grant O Aidner is a finance institution located at 225 Liberty Street, New York, New York, United States. Grant O Aidner, Wealth Management Advisor, First Vice President, has been in the financial services industry since 2003. The institution focuses on delivering a comprehensive approach to managing wealth, tailored to individual needs. Merrill Personal Wealth Analysis™ is used to build personalized plans centered on goals and aspirations. The institution believes in starting every relationship with a conversation to understand clients' goals and priorities. Merrill offers tools to help clients keep track of changes in their lives and adjust their financial approach accordingly. The institution's advisors are dedicated to helping clients understand investing and navigate the financial markets. They work with clients to develop customized investment approaches that address their needs and goals. Merrill Lynch Wealth Management Advisors provide personalized investment strategies and access to comprehensive financial solutions from Bank of America. Grant Aidner is registered to do business in multiple states and holds certifications such as CFP® and CPWA®. The institution emphasizes the importance of understanding the risks involved in investing and encourages clients to consult legal and tax advisors before making financial decisions. Merrill Lynch Financial Advisor Grant O Aidner is committed to helping clients achieve their financial goals through personalized, tailored strategies.
225 Liberty St 40th Floor, New York, NY 10281, United States -
Merrill Lynch Financial Advisor Daniel J Madonia
● ClosedMerrill Lynch Financial Advisor Daniel J Madonia, located at 225 Liberty Street in New York, United States, is part of The BMV Group, a team of experienced Wealth Management Advisors dedicated to providing valuable guidance and insight to their clients. With almost 150 years of combined experience, the team focuses on serving affluent individuals, business owners, sports and entertainment professionals, and those navigating major financial events. The team's mission is to identify risks, protect individual goals, and offer tailored strategies to meet the specific needs of each client. Services include investment portfolio risk assessment, retirement planning, estate planning, and more. The team is committed to building strong client relationships based on trust and personalized service, and has received recognition from financial industry publications such as Forbes for their exemplary client service. With access to the global resources of Merrill, the team works to help clients achieve their financial goals through personalized investment approaches. Whether you are looking to plan for retirement, manage your wealth, or navigate financial changes, Merrill Lynch Financial Advisor Daniel J Madonia and The BMV Group are dedicated to helping you achieve your goals."
225 Liberty St 40th Floor, New York, NY 10281, United States -
Merrill Lynch Financial Advisor Patrick R Sullivan
● ClosedMerrill Lynch Financial Advisor Patrick R Sullivan is located at 225 Liberty Street, New York, New York, United States. Patrick serves as a Financial Advisor on the Private Executive Services team at Merrill's flagship office in New York City. He focuses on delivering the wealth management platform to a broad range of clients including corporate executives, financial professionals, founders of privately held companies and their families. Patrick assists clients by seeking to understand their financial objectives through an in-depth discovery process, management of concentrated positions, and building a strategy to attain financial goals. Patrick and the PES team are deeply committed to delivering the highest level of service for all of their clients. Patrick is a qualified Portfolio Advisor who, in addition to providing traditional advice and guidance, can help clients pursue their investment objectives by recommending individual, or any combination of, Merrill Lynch Wealth Management or approved third-party investment managers’ strategies, funds or portfolios.
225 Liberty St 40th Floor, New York, NY 10281, United States -
Merrill Lynch Financial Advisor Daniel A Humbert
● ClosedMerrill Lynch Financial Advisor Daniel A Humbert is a reputable finance institution located at 225 Liberty Street in New York, New York, United States. Specializing in providing expert financial advice and guidance, their team of professionals is dedicated to helping clients achieve their financial goals. With a focus on personalized service and tailored financial solutions, Merrill Lynch Financial Advisor Daniel A Humbert is committed to helping individuals and businesses navigate the complexities of the financial world with confidence and success.
225 Liberty St 38th Floor, New York, NY 10281, United States -
Merrill Lynch Financial Advisor Justin Alexander
● ClosedMerrill Lynch Financial Advisor Justin Alexander, located at 225 Liberty Street in New York, is committed to providing unparalleled service, quality performance, and asset preservation to clients. With over a decade of experience in the financial services industry, Justin specializes in liquidity event planning, direct investment opportunities, and personalized financial strategies tailored to individual goals and priorities. As a CAIA-certified advisor, Justin works closely with clients to understand their unique needs and develop customized investment approaches. Supported by the global resources of Merrill Lynch, Justin and his team are dedicated to building strong client relationships based on trust and personalized service. By focusing on what matters most to clients - family, goals, and priorities - Justin helps individuals navigate the financial landscape, make informed decisions, and pursue their long-term objectives. With a commitment to ongoing communication, monitoring, and adjustment, Justin aims to help clients stay on track to achieve their financial goals at every stage of life. Whether you are focused on growing, preserving, or transferring wealth, Justin is here to help you pursue what matters most to you.
225 Liberty St 40th Floor, New York, NY 10281, United States -
Alex.Brown, A Division of Raymond James
● OpenAlex.Brown, A Division of Raymond James is a prestigious finance institution located at 200 Liberty Street in New York City, New York. With a rich history dating back to 1800, Alex.Brown offers a wide range of financial services to individuals, businesses, and institutions. As a division of Raymond James, clients can expect personalized investment strategies, wealth management services, and expert financial guidance. With a strong reputation for integrity and excellence, Alex.Brown is a trusted partner for all your financial needs.
200 Liberty St 26th floor, New York, NY 10281, United States -
Merrill Lynch Financial Advisor Ashmi Dave
● ClosedMerrill Lynch Financial Advisor Ashmi Dave is located at 225 Liberty Street, South Tower, 38th Floor, New York, NY 10281, United States. With over 15 years of experience, Ashmi specializes in helping high net worth individuals, businesses, family offices, and institutions achieve their financial goals. She offers a comprehensive wealth management approach, including portfolio management, liability management, asset preservation, banking, retirement, and estate planning services. Ashmi values building strong relationships with her clients to provide guidance that positively impacts their financial futures. She holds an MBA with a specialization in Finance and the CRPC™ - Chartered Retirement Planning Counselor™ designation. Ashmi is also actively involved in giving back to the community by imparting financial literacy to underprivileged children through a non-profit organization. As a Merrill Lynch Wealth Management Advisor, Ashmi focuses on understanding her clients' goals and priorities to create personalized investment strategies. She believes in helping clients navigate life changes and market fluctuations to stay on track towards achieving their financial objectives. Ashmi is registered to do business in multiple states and offers a range of financial services, including investment advisory, financial planning, and more. Contact Ashmi Dave for personalized financial advice and strategies to help you live your best financial life.
225 Liberty St 40th Floor, New York, NY 10281, United States -
Merrill Lynch Financial Advisor Mariam Adams
● ClosedMerrill Lynch Financial Advisor Mariam Adams is a finance institution located at 225 Liberty Street, New York, New York, United States. They specialize in providing personalized financial advice and guidance to clients, with a focus on developing fresh financial approaches that align with their values and reflect their authentic selves. The institution is dedicated to understanding the unique needs of marginalized groups, including the LGBTQ community, and allies to these groups. Their team of experienced advisors is committed to building strong client relationships based on trust and personalized service. Through a combination of thoughtful investment guidance and professional management, they help clients pursue their long-term financial goals. By getting to know each client personally, they create customized financial strategies that reflect their priorities and life goals. Working with Merrill Lynch Wealth Management Advisors means having access to comprehensive financial solutions from both Merrill and Bank of America, helping clients navigate the complexities of their financial lives and build customized investment approaches. They offer the latest investment insights, tips, and strategies to help clients achieve their financial goals.
225 Liberty St 40th Floor, New York, NY 10281, United States -
Laconte Group - Alex Brown, a division of Raymond James
● OpenLaconte Group - Alex Brown, a division of Raymond James, located at 200 Liberty Street in New York, is a finance institution that offers personalized financial advisory services to individuals, families, and institutions. Their team of experts create customized investment strategies and provide high-quality service to help clients achieve success in managing personal wealth or growing their businesses. Comprehensive planning is emphasized to address all aspects of a client's financial life, ensuring a well-conceived plan for financial independence. With a focus on diversification and risk management, the institution helps clients meet their long-term objectives while planning for longevity in retirement. By gaining a deep understanding of each client's goals and preferences, the team designs and manages tailored plans that fit their unique needs. The institution applies analytical capabilities to manage market risk, identify investment opportunities, and build balanced portfolios, addressing individual needs and specific financial matters. Stay informed about the latest changes and how they may impact beneficiaries by consulting with Laconte Group - Alex Brown, a division of Raymond James.
200 Liberty St 26th floor, New York, NY 10281, United States -
Merrill Lynch Financial Advisor Juan Pablo Sanz Rojas
● ClosedMerrill Lynch Financial Advisor Juan Pablo Sanz Rojas, located at 225 Liberty Street in New York, is a finance institution committed to understanding your values and helping you achieve your financial goals. With over 11 years of experience in Private Wealth Management, Juan Pablo specializes in developing strategies for High Net Worth families and businesses globally. Fluent in English, Spanish, and French, Juan holds a Certified Investment Management Analyst® (CIMA®) certification and focuses on long-term relationships tailored to each client's unique priorities. At Merrill Lynch Wealth Management, Juan Pablo believes in personalized financial planning centered around your goals and aspirations. By listening to your needs and priorities, he can help you create a customized approach to managing, growing, and preserving your wealth. Through the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, he can provide insights and resources to help you pursue what matters most to you.
225 Liberty St 41st Floor, New York, NY 10281, United States -
Merrill Lynch Financial Advisor Anthony Richard Bottini III
● ClosedLocated at 225 Liberty Street in New York, New York, Merrill Lynch Financial Advisor Anthony Richard Bottini III is a leading finance institution dedicated to providing personalized financial advice and guidance to individuals, families, and businesses. BHG & Associates, the team behind Merrill Lynch Financial Advisor Anthony Richard Bottini III, believes in building strong relationships through teamwork and involvement, offering access to the global investment capabilities of Merrill and the banking convenience of Bank of America. With a focus on balanced financial planning, the team at Merrill Lynch Financial Advisor Anthony Richard Bottini III has extensive experience navigating various market cycles to help clients achieve their financial goals. They offer wealth management strategies, retirement income planning, guidance on concentrated stock positions, and sustainable and impact investing solutions. The team values each client's unique circumstances and goals, providing premier customer service and financial tools tailored to their needs.
225 Liberty St 40th Floor, New York, NY 10281, United States -
Merrill Lynch Financial Advisor Andrew Byren
● ClosedMerrill Lynch Financial Advisor Andrew Byren is a finance institution located at 225 Liberty Street, New York, New York, United States. The institution, known as The BMV Group, was formed by John Byren, Daniel Madonia, and Pieter van der Heide in the late 1990s, merging their individual Merrill Lynch Wealth Management practices to provide a higher standard of service and guidance to clients. With over 30 years of experience, The BMV Group consists of 4 Wealth Management Advisors, 3 Client Associates, 1 Business Manager, and 1 Wealth Management Specialist. Their mission is to offer valuable guidance to clients, identify risks, and protect individual goals and objectives. They cater to affluent individuals and families, entrepreneurs, sports and entertainment professionals, and those navigating major financial events. The institution focuses on a select group of clients, tailoring services to their specific needs beyond investments. Merrill Lynch advisors have received recognition from financial industry publications and Bank of America Corporation. They offer personalized investment strategies and comprehensive financial solutions. The team is committed to building strong client relationships based on trust and personalized service. Merrill Personal Wealth Analysis™ helps build a personalized plan centered on goals. The advisors are dedicated to helping clients stay on track to achieve their goals by adapting financial approaches to life changes. With a focus on understanding clients' priorities, the institution offers a customized investment approach to address their needs and pursue their goals. The institution provides the latest investment insights, tips, and strategies to help clients live their best financial life. They hold certifications such as CPWA®, SE-AWMA™, and CRPC™. Investing involves risk, and clients should consult legal and tax advisors before making financial decisions.
225 Liberty St 40th Floor, New York, NY 10281, United States -
ATM Machine at Cut Masters 2
● OpenWelcome to the ATM Machine at Cut Masters 2, your go-to financial service hub conveniently located at 129-09 Liberty Avenue, Queens, New York 11419. Whether you're a local resident or just passing through, our ATM provides quick and easy access to your finances, ensuring you never have to worry about cash flow. Are you exploring the ATM industry or interested in acquiring ATM machines and processing services? Discover the lucrative potential of the ATM business with us. We offer insights into how ATM machine owners can generate passive income and save on credit card fees by hosting an ATM in their store.
129-09 Liberty Avenue, Queens, New York 11419, United States -
Sugar Hill Harlem Inn
● OpenWelcome to Sugar Hill Harlem Inn, your cozy retreat in the heart of Manhattan, New York. Nestled at 460 West 141st Street, this charming lodging offers a unique blend of historic charm and modern comfort, making it your perfect home away from home. At Sugar Hill Harlem Inn, we understand that your accommodation is more than just a place to rest; it's a sanctuary where you can feel secure and at ease. Our inn is thoughtfully designed to provide you with a warm and inviting atmosphere, ensuring a memorable stay in one of New York's most vibrant neighborhoods.
460 West 141st Street, Manhattan, New York, United States
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