Business portfolio management in New York, NY
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Long Run Capital Management LLC
● OpenLong Run Capital Management LLC is a finance institution located at 141-I Main Street in Tuckahoe, New York, United States. Specializing in investments in key enabling technologies for climate change mitigation, the institution believes in the importance of sustainable practices for the future. Their motto, "There is no business to be done on a dead planet", reflects their commitment to environmentally responsible investing. Long Run Capital Management LLC is also affiliated with Longrun Capital AB in Stockholm, Sweden, further expanding their reach in the field of finance and sustainability.
141-I Main St, Tuckahoe, NY 10707, United States -
Kevin K. Clark - RBC Wealth Management Financial Advisor
● ClosedKevin K. Clark - RBC Wealth Management Financial Advisor is a reputable finance institution located at 1 Jericho Plaza in Jericho, New York, United States. As a trusted financial advisor, Kevin K. Clark offers personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and providing expert financial advice, Kevin K. Clark is dedicated to helping clients secure their financial future. Whether you are looking to invest, plan for retirement, or manage your assets, Kevin K. Clark - RBC Wealth Management Financial Advisor is here to help you every step of the way.
1 Jericho Plaza Suite 202, Jericho, NY 11753, United States -
Merrill Lynch Wealth Management
● OpenMerrill Lynch Wealth Management is a prestigious finance institution located at 40 Park Court in New York, United States. With a legacy of excellence in financial services, Merrill Lynch offers top-tier wealth management solutions to help clients achieve their financial goals. From investment advice to retirement planning, the institution's team of experienced professionals provides personalized guidance and expertise to individuals and businesses alike. Trust Merrill Lynch Wealth Management to navigate the complexities of the financial world and secure a prosperous future for you and your loved ones.
40 Park Ct, Staten Island, NY 10301, United States -
George Gero - RBC Wealth Management Financial Advisor
● ClosedGeorge Gero - RBC Wealth Management Financial Advisor is a prestigious finance institution located in the heart of New York City. With a prime address at 1211 6th Avenue, this institution offers expert financial advice and wealth management services to clients. Led by George Gero, a seasoned financial advisor, the team at RBC Wealth Management is dedicated to helping individuals and businesses achieve their financial goals. With a strong reputation for excellence and a commitment to personalized service, George Gero - RBC Wealth Management Financial Advisor is a trusted partner for all your financial needs.
1211 6th Ave Suite 3300, New York, NY 10036, United States -
Donna Dougan - TD Wealth Relationship Manager
● ClosedDonna Dougan - TD Wealth Relationship Manager is a finance institution located at 482-484 Bergen Street in New York, United States. As a trusted financial advisor, Donna Dougan specializes in helping individuals and businesses achieve their financial goals through personalized wealth management strategies. With a strong background in finance and a commitment to providing exceptional service, Donna Dougan is dedicated to building long-lasting relationships with her clients and helping them navigate the complexities of the financial world. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Donna Dougan - TD Wealth Relationship Manager is here to help you every step of the way.
482-484 Bergen St, Brooklyn, NY 11217, United States -
SeaCrest Wealth Management, LLC
● ClosedSeaCrest Wealth Management, LLC is a leading finance institution located at 170 Broadway in the bustling city of New York, United States. Specializing in wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their futures. With a focus on personalized solutions and tailored strategies, we strive to provide top-notch financial advice and guidance to individuals and businesses alike. Trust SeaCrest Wealth Management, LLC to navigate the complexities of the financial world and help you build a solid foundation for long-term success.
170 Broadway, Brooklyn, NY 11211, United States -
SoundView Wealth Management - Morgan Stanley
● OpenSoundView Wealth Management - Morgan Stanley is a renowned finance institution located at Two Jericho Plaza in Jericho, New York, United States. As a part of the Morgan Stanley family, SoundView Wealth Management offers a wide range of financial services to help individuals and businesses manage their wealth effectively. With a team of experienced professionals and a commitment to excellence, clients can trust SoundView Wealth Management to provide expert advice and personalized solutions to meet their financial goals. Whether you are looking to invest, plan for retirement, or protect your assets, SoundView Wealth Management is dedicated to helping you secure a sound financial future.
Two Jericho Plaza, Jericho, NY 11753, United States -
John Trotta - TD Wealth Relationship Manager
● ClosedJohn Trotta - TD Wealth Relationship Manager is a finance institution located at 1200 Wantagh Avenue in Wantagh, New York, United States. As a trusted professional in the finance industry, John Trotta specializes in building strong relationships with clients to help them achieve their financial goals. With a focus on wealth management, investment strategies, and financial planning, John Trotta provides personalized services to meet the unique needs of each individual or business. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, John Trotta is dedicated to helping you succeed. Contact John Trotta - TD Wealth Relationship Manager today to start your journey towards financial security and success.
1200 Wantagh Ave, Wantagh, NY 11793, United States -
Caufield Wealth Management Group - UBS Financial Services Inc.
● OpenCaufield Wealth Management Group - UBS Financial Services Inc. is a renowned financial institution located at 58 South Service Road in Melville, New York, United States. As a leading wealth management group, they offer a wide range of financial services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Caufield Wealth Management Group provides personalized investment strategies, retirement planning, estate planning, and more. Trustworthy and reliable, they are committed to helping their clients secure their financial future.
58 S Service Rd Suite 310, Melville, NY 11747, United States -
Kristi A Rossy - Associate Manager, Ameriprise Financial Services, LLC
● ClosedKristi A Rossy is the Associate Manager at Ameriprise Financial Services, LLC located at 200 Broadhollow Road in Melville, New York, United States. As a finance institution, Kristi provides investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Clients can schedule complimentary initial consultations to discuss retirement planning, education savings, major purchases, and more. Regular meetings are held to review progress, update strategies, and track goal achievement. Clients have secure access to their investments and accounts from any device. Kristi Rossy is registered with FINRA and can conduct securities business in specific states. Ameriprise Financial Services, LLC offers a range of investment products and services, with a focus on helping clients build a confident financial future. Privacy and security are a top priority, and clients can refer friends and family members to receive personalized financial guidance from Kristi.
200 Broadhollow Rd #302, Melville, NY 11747, United States -
Sandra Bennett - TIAA Wealth Management Advisor
● ClosedSandra Bennett - TIAA Wealth Management Advisor is a leading financial institution located at 250 South Clinton Street in Syracuse, New York. As a trusted advisor, Sandra Bennett offers personalized wealth management services to help clients achieve their financial goals. With years of experience and expertise in finance, Sandra Bennett provides comprehensive financial planning, investment strategies, and retirement solutions to individuals and families. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Sandra Bennett is dedicated to helping you navigate the complexities of the financial world and secure your financial future. Contact Sandra Bennett - TIAA Wealth Management Advisor today to schedule a consultation and start building a solid financial plan tailored to your needs.
250 S Clinton St Suite 310, Syracuse, NY 13202, United States -
CNB Wealth Management
● ClosedCNB Wealth Management, located at 600 East Avenue in Rochester, New York, is a trusted institution offering a range of financial services including banking and wealth management. With a focus on personalized solutions and exceptional customer service, CNB Wealth Management is dedicated to helping individuals and businesses achieve their financial goals. Whether you need assistance with banking services or investment planning, our team of experienced professionals is here to provide expert guidance and support. Visit us today to learn more about how CNB Wealth Management can help you secure your financial future.
600 East Ave, Rochester, NY 14607, United States -
Clover Capital Management
● ClosedClover Capital Management is a leading finance institution located at 400 Meridian Centre Boulevard in Rochester, New York. Specializing in wealth management, investment strategies, and financial planning, Clover Capital Management offers personalized services to help clients achieve their financial goals. With a team of experienced professionals, Clover Capital Management is dedicated to providing top-tier financial guidance and support to individuals and businesses alike. Whether you are looking to grow your investment portfolio or plan for retirement, Clover Capital Management is committed to helping you navigate the complex world of finance with confidence and peace of mind.
400 Meridian Centre Blvd, Rochester, NY 14618, United States -
Tom Wahl - RBC Wealth Management Financial Advisor
● OpenTom Wahl - RBC Wealth Management Financial Advisor is a leading financial institution located at 80 Linden Oaks in Rochester, New York, United States. As a trusted advisor in the world of finance, they offer a wide range of services to help clients achieve their financial goals. With a team of experienced professionals, they provide personalized investment strategies, wealth management solutions, and comprehensive financial planning services. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Tom Wahl - RBC Wealth Management Financial Advisor is dedicated to helping you secure a strong financial future.
80 Linden Oaks Suite 220, Rochester, NY 14625, United States -
B&M Financial Management Services, LLC
● OpenB&M Financial Management Services, LLC is a trusted accounting and finance institution located at 119 Pondfield Road in Bronxville, New York. With a team of experienced professionals, we provide a wide range of financial services to individuals and businesses. Our expertise includes tax preparation, financial planning, bookkeeping, and more. Whether you need help managing your personal finances or running your business more efficiently, our dedicated team is here to help you reach your financial goals. Contact us today to schedule a consultation and see how we can assist you with your financial needs.
119 Pondfield Rd Box 1000, Bronxville, NY 10708, United States -
New Century Electric
● ClosedWelcome to New Century Electric, Inc., your trusted partner in electrical and communications solutions. Located at 38465 New York 12, Clayton, New York, we proudly serve the Northern and Central New York regions, including Jefferson, St. Lawrence, Lewis, Oswego, and Oneida counties. With over thirteen years of industry experience, our business has earned an excellent reputation, averaging 1.6 million dollars annually. Specializing in commercial, industrial, and residential services, we are experts in building automation and temperature control systems, ensuring optimal efficiency for your facilities. Our comprehensive offerings also include the provision and installation of complete backup power systems, safeguarding your home or business against unexpected outages.
38465 New York 12, Clayton, New York 13624, United States -
Frontier Management & Development
● ClosedWelcome to Frontier Management & Development, the Buffalo-Niagara Region's premier incremental developer and trusted general contractor. Located at 2315 Whirlpool Street, Niagara Falls, New York, our business specializes in identifying and transforming value-add investment properties throughout the Buffalo and Niagara Falls areas. At Frontier Management & Development, we excel in both commercial and residential projects, focusing on properties with significant potential for enhancement. Our unique approach to "small scale" incremental development allows us to tackle projects that larger firms might overlook, ultimately contributing to building lasting wealth and fostering resilient communities for future generations.
2315 Whirlpool Street, Niagara Falls, New York 14305, United States -
Nations Roof New York
● ClosedWelcome to Nations Roof New York, your trusted partner for all roofing needs in Yonkers and the greater New York City area. Located at 255 Lake Avenue, Yonkers, NY 10701, we are a leading general and roofing contractor dedicated to providing top-notch roofing solutions tailored to each client's unique requirements. At Nations Roof New York, we offer a comprehensive range of roofing systems and services, ensuring that every customer receives the best possible solution for their roofing needs. Our team of experts is skilled in assessing the condition of your roof and recommending the most suitable options, whether it’s for roof repair, replacement, new construction, or sustainable "green" services. With a focus on quality, timeliness, and budget-consciousness, we guarantee exceptional service.
255 Lake Avenue, Yonkers, New York 10701, United States -
Anthony Surber - RBC Wealth Management Financial Advisor
● ClosedWelcome to Anthony Surber - RBC Wealth Management Financial Advisor, your trusted partner in financial planning and wealth management, located at 19485 U.S. 11, Watertown, New York. Our dedicated team is here to help you navigate the complexities of financial planning, ensuring your money works for you to achieve your life goals. At Anthony Surber - RBC Wealth Management, we understand that planning for health care expenses in retirement is crucial. We offer resources like "Taking Control of Health Care in Retirement" to guide you in preparing for a long, happy, and healthy retirement. Additionally, in an age where data breaches are increasingly common, we provide valuable insights to help safeguard your personal and financial information.
19485 U.S. 11, Watertown, New York 13601, United States -
Lockport Investment Management
● ClosedWelcome to Lockport Investment Management, your trusted partner in financial success, located at 5860 Snyder Drive, Lockport, New York. As a leading provider of comprehensive financial services, we are committed to helping individuals and businesses achieve their financial goals through tailored investment strategies and expert guidance. At Lockport Investment Management, we understand that every client's financial journey is unique. Our team of experienced financial advisors works closely with you to develop personalized investment plans that align with your specific objectives and risk tolerance. Whether you're planning for retirement, building wealth, or seeking to optimize your investment portfolio, we offer a wide range of services to meet your needs.
5860 Snyder Drive, Lockport, New York 14094, United States -
Monarch Wealth Management, LLC
● OpenWelcome to Monarch Wealth Management, LLC, your trusted partner in financial planning and investment management, located at 8340 Main Street, Williamsville, New York. We believe that a plan is only as good as the actions it inspires. Our mission is to transform your financial goals into reality through a dynamic and adaptive investment strategy tailored to your unique needs. At Monarch Wealth Management, our investment philosophy is designed to evolve with you. We employ a proprietary process for investment selection and due diligence, ensuring that your portfolio is robust and responsive to changing market conditions. Through ongoing investment rebalancing, analysis, oversight, and tax-loss harvesting, we handle all trading, rebalancing, and stock sales, so you can focus on what matters most to you.
8340 Main Street, Williamsville, New York 14221, United States -
Candis Best, Financial Professional - New York Life
● OpenWelcome to Candis Best, Financial Professional - New York Life Located at the iconic One World Trade Center, 285 Fulton Street, 39th Floor, Manhattan, New York, Candis Best offers tailored financial and insurance solutions to help you secure your future. As a trusted financial advisor with Eagle Strategies, a wholly-owned subsidiary of New York Life Insurance Company, Candis specializes in crafting personalized advisory services that cater to your unique needs and aspirations.
285 Fulton Street, Manhattan, New York, United States -
Sconset Capital Management, LLC
● OpenWelcome 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.
84-31 Van Wyck Expressway, Queens, New York 11435, United States -
Schonfeld Wealth Management
● ClosedWelcome to Schonfeld Wealth Management Located at 1008 East 5th Street, Brooklyn, New York, Schonfeld Wealth Management is your trusted partner in navigating the complexities of wealth management. Our firm is dedicated to providing customized and objective investment management solutions that prioritize your financial aspirations.
1008 East 5th Street, Brooklyn, New York 11230, United States -
North Fork Asset Management, Inc.
● ClosedWelcome to North Fork Asset Management, Inc., your trusted partner in financial growth and security, located in the heart of Miller Place, New York. At North Fork Asset Management, we specialize in providing personalized financial solutions tailored to meet the unique needs of our clients. Our team of experienced professionals is dedicated to helping you achieve your financial goals through strategic investment management, retirement planning, and wealth preservation. With a deep understanding of the ever-changing financial markets, we offer comprehensive services that include portfolio management, financial planning, and risk assessment. Our commitment to excellence and integrity ensures that you receive the highest level of service and advice, empowering you to make informed decisions about your financial future.
Miller Place, New York 11764, United States -
Rob Piscatelli - Branch Manager, Ameriprise Financial Services, LLC
● OpenWelcome to the official website of Rob Piscatelli, Branch Manager at Ameriprise Financial Services, LLC, located at 1174 Veterans Memorial Highway, Hauppauge, New York. Specializing in comprehensive financial planning and advisory services, Rob Piscatelli and his team are committed to helping you achieve your financial goals through personalized strategies and expert guidance. At Ameriprise Financial, we understand the importance of aligning financial plans with your unique goals and values. Each advisor brings a wealth of experience and specialized knowledge to the table. Whether you're planning for retirement, managing investments, or seeking advice on estate planning, our team is equipped with the credentials and expertise to guide you every step of the way.
1174 Veterans Memorial Highway, Hauppauge, New York 11788, United States -
Michael Schwenk - RBC Wealth Management Branch Director
● ClosedWelcome to Michael Schwenk - RBC Wealth Management, located at 223 West Montauk Highway, Hampton Bays, New York. As a leading finance firm, we specialize in professional wealth management, helping you prioritize your financial objectives and prepare to achieve them. Our dedicated team is committed to assisting you in navigating the complexities of wealth building, ensuring a secure financial future. We are proud to announce that our Financial Advisor, Michael Schwenk, was recognized as a Forbes Next-Gen Wealth Advisor in 2023. This national acknowledgment affirms our commitment to providing exceptional service to our clients.
223 West Montauk Highway, Hampton Bays, New York 11946, United States -
Alexandra Cavallaro - RBC Wealth Management Financial Advisor
● ClosedWelcome to Alexandra Cavallaro - RBC Wealth Management Financial Advisor, your trusted partner in navigating the complexities of wealth management. Located at 223 West Montauk Highway, Hampton Bays, New York, our team is dedicated to providing customized wealth management solutions tailored to every stage of your life. As one of the top RBC Wealth Management teams in NYC, based on Assets Under Management, we focus on preserving and enhancing your wealth, helping you expand opportunities and simplify your life. We are proud to be featured on the Forbes Best-In-State Wealth Management Teams list for 2024, a testament to our commitment to excellence. Our esteemed team includes nationally recognized professionals like James Covell, whose achievements include receiving prestigious industry awards. Our expertise is further highlighted through media appearances, such as our feature on Reuters TV discussing market volatility.
223 West Montauk Highway, Hampton Bays, New York 11946, United States -
Jason Newman - RBC Wealth Management Financial Advisor
● ClosedWelcome to Jason Newman - RBC Wealth Management Financial Advisor, located at 223 West Montauk Highway, Hampton Bays, New York. As one of the leading RBC Wealth Management teams in New York City, distinguished by our substantial Assets Under Management, we are dedicated to providing personalized wealth management solutions tailored to every stage of your life. Our mission is to help you preserve and enhance your wealth through strategic relationships, expert advice, and world-class capabilities, ultimately expanding your opportunities and simplifying your life. We are proud to announce our inclusion in the Forbes Best-In-State Wealth Management Teams list for 2024, a testament to the dedication and excellence we bring to our valued clients. Our team, the Covell/DiConza/Newman Group, is honored to have Financial Advisor James Covell recognized with prestigious industry awards, highlighting our commitment to exceptional client service.
223 West Montauk Highway, Hampton Bays, New York 11946, United States -
Edward DiConza - RBC Wealth Management Financial Advisor
● ClosedWelcome to Edward DiConza - RBC Wealth Management, your trusted financial advisory team located at 223 West Montauk Highway, Hampton Bays, New York. As one of the leading RBC Wealth Management teams in NYC, recognized on the Forbes Best-In-State Wealth Management Teams list for 2024, we are committed to providing you with personalized wealth management solutions tailored to every stage of your life. Our mission is to help you preserve and enhance your wealth through our expertise, strong relationships, and world-class capabilities. Whether you are planning for retirement, investing in your future, or managing your estate, our team is here to simplify your financial journey and expand your opportunities.
223 West Montauk Highway, Hampton Bays, New York 11946, United States
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