Business portfolio management in New York, NY
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Erik Woodville Hoppin - Morgan Stanley
● OpenErik Woodville Hoppin - Morgan Stanley is a prestigious finance institution located at 300 Linden Oaks in Rochester, New York, United States. With a strong reputation for excellence in financial services, Erik Woodville Hoppin - Morgan Stanley offers a wide range of investment and wealth management solutions to clients. Their team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through personalized strategies and expert advice. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial markets, Erik Woodville Hoppin - Morgan Stanley is committed to providing you with the highest level of service and expertise.
300 Linden Oaks #200, Rochester, NY 14625, United States -
Krystal Lang - Financial Advisor, Ameriprise Financial Services, LLC
● OpenKrystal Lang, a Financial Advisor at Ameriprise Financial Services, LLC, located at 90 Linden Oaks in Rochester, New York, offers personalized financial planning services tailored to your individual goals and risk tolerance. With a focus on retirement, education, and major purchases, Krystal provides investment recommendations, asset allocation strategies, and portfolio management to help you achieve your financial objectives. By regularly reviewing and adjusting your plan as needed, she helps you track your progress and stay on course. As a registered advisor, Krystal Lang can conduct securities business with residents of specific states listed on FINRA's BrokerCheck website. Clients can access their accounts and track their progress online, securely sharing information and receiving updates from Krystal. To get started, schedule a complimentary initial consultation to discuss your financial goals and learn more about the services offered.
90 Linden Oaks Ste 230, Rochester, NY 14625, United States -
The Oaktide Group - Morgan Stanley
● OpenThe Oaktide Group - Morgan Stanley is a renowned financial institution located at 300 Linden Oaks in Rochester, New York, United States. With a strong focus on providing top-notch financial services, the institution offers a wide range of investment options and wealth management solutions to its clients. The team of experienced professionals at The Oaktide Group - Morgan Stanley is dedicated to helping individuals and businesses achieve their financial goals through personalized strategies and expert guidance. Whether you are looking to grow your portfolio, plan for retirement, or secure your financial future, The Oaktide Group - Morgan Stanley is committed to providing tailored solutions to meet your needs.
300 Linden Oaks Ste 300, Rochester, NY 14625, United States -
Parks Capital
● ClosedParks Capital is a reputable finance institution located at 145 Sully's Trail in the vibrant city of Pittsford, New York, United States. With a focus on providing innovative financial solutions to clients, Parks Capital offers a wide range of services including investment management, financial planning, and wealth management. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals and secure their financial future. Visit us at our convenient location to learn more about how Parks Capital can help you navigate the complex world of finance.
145 Sully's Trail Suite 5, Pittsford, NY 14534, United States -
Maria Natarelli - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenMaria Natarelli - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 80 Wolf Road, Albany, New York, United States, is a finance institution specializing in providing comprehensive wealth management services. Maria Natarelli holds various certifications, including the AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, demonstrating her expertise in asset management, retirement planning, estate planning, and investment strategies. With a focus on ethical practices and client-centered solutions, Maria Natarelli offers personalized financial advice to individuals, retirees, small business owners, and high net worth clients. Whether you need assistance with portfolio management, insurance products, or retirement planning, Maria Natarelli is dedicated to helping you achieve your financial goals.
80 Wolf Rd First Floor, Albany, NY 12205, United States -
Philip Madonna - Financial Advisor, Ameriprise Financial Services, LLC
● OpenPhilip Madonna is a Financial Advisor at Ameriprise Financial Services, LLC located at 80 Wolf Road in Albany, New York, United States. He holds several certifications including 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 his expertise in various aspects of finance including asset management, retirement planning, estate planning, investment strategies, risk management, and more. Philip Madonna is dedicated to providing comprehensive financial advice and guidance to individuals, retirees, small business owners, and high net worth clients.
80 Wolf Rd First Floor, Albany, NY 12205, United States -
Megan Merriam - Financial Advisor, Ameriprise Financial Services, LLC
● OpenMegan Merriam - Financial Advisor, Ameriprise Financial Services, LLC is a reputable finance institution located at 3 Hemphill Place, Malta, New York, United States. Megan Merriam holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing her expertise in asset management, domestic partnership planning, estate planning, fiduciary practices, portfolio management, and other financial services. With a commitment to ethics and ongoing education, Megan Merriam provides personalized financial advice tailored to the individual needs of clients. Whether you are a retiree, small business owner, high net worth client, or have specialized financial planning needs, Megan Merriam has the knowledge and expertise to guide you towards financial success.
3 Hemphill Pl Ste 110, Malta, NY 12020, United States -
Rebecca DiTata - Financial Advisor, Ameriprise Financial Services, LLC
● OpenRebecca DiTata - Financial Advisor, Ameriprise Financial Services, LLC is a prestigious finance institution located at 3 Hemphill Place, Malta, New York, United States. Rebecca DiTata holds several certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing her expertise in asset management, estate planning, investment strategies, and retirement planning. She is dedicated to providing comprehensive financial advice and assistance to individuals, retirees, small business owners, and high net worth clients. With a focus on ethics and professionalism, Rebecca DiTata is committed to helping clients achieve their financial goals and secure their future. Whether you need guidance on investments, insurance products, or estate planning, Rebecca DiTata is well-equipped to provide expert advice and personalized solutions. Contact her today for all your financial planning needs.
3 Hemphill Pl Ste 110, Malta, NY 12020, United States -
George Amedore III - Financial Advisor, Ameriprise Financial Services, LLC
● OpenGeorge Amedore III is a financial advisor at Ameriprise Financial Services, LLC located at 80 Wolf Road, Albany, New York, United States. He 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 his expertise in asset management, estate planning, retirement planning, and various other financial services. George Amedore III is dedicated to providing comprehensive and personalized financial advice to individuals, retirees, small business owners, and high net worth clients.
80 Wolf Rd First Floor, Albany, NY 12205, United States -
John V Rawson III - Morgan Stanley
● OpenJohn V Rawson III - Morgan Stanley is a reputable financial institution located at 1212 Troy-Schenectady Road in Latham, New York. As a branch of Morgan Stanley, they offer a wide range of financial services to help individuals and businesses achieve their financial goals. With a team of experienced financial advisors and experts, they provide personalized investment strategies, wealth management solutions, retirement planning, and more. Whether you are looking to grow your wealth, plan for the future, or navigate complex financial decisions, John V Rawson III - Morgan Stanley is dedicated to providing top-notch financial guidance and support.
1212 Troy-Schenectady Rd, Latham, NY 12110, United States -
Norvest Financial Services Inc
● OpenNorvest Financial Services Inc is a leading finance institution located at 930 Albany Shaker Road in Latham, New York, United States. With a strong focus on providing personalized financial solutions to individuals and businesses, Norvest Financial Services Inc offers a wide range of services including investment management, retirement planning, and wealth management. With a team of experienced and knowledgeable financial advisors, clients can trust Norvest Financial Services Inc to help them achieve their financial goals and secure their financial future.
930 Albany Shaker Rd # 101, Latham, NY 12110, United States -
Carson Wealth
● OpenCarson Wealth is a financial institution located at 855 New York 146 in New York, United States. Our team of financial advisors in Clifton Park, New York, specializes in working with families, women, and business owners to create personalized financial plans that help them achieve their financial and life goals. We believe that true wealth is more than just money - it's about having financial confidence and the ability to focus on what matters most to you and your loved ones. Our services include comprehensive financial planning, portfolio management, estate planning, tax strategy, and more. We strive to build meaningful relationships with our clients and their families, providing them with the support and education they need to make informed financial decisions and live their lives with confidence.
855 NY-146 Suite 180, Clifton Park, NY 12065, United States -
Legend Group Inc
● OpenLegend Group Inc is a renowned finance institution located at 3532 James Street in Syracuse, New York, United States. With a reputation for excellence in financial services, Legend Group Inc offers a wide range of investment and wealth management solutions to help clients achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized and comprehensive financial advice to individuals and businesses. Whether you are looking to grow your portfolio, plan for retirement, or manage your assets, Legend Group Inc is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.
3532 James St, Syracuse, NY 13206, United States -
Thomas Huber - Stifel Advisor
● ClosedThomas Huber - Stifel Advisor is a leading finance institution located at 295 Woodcliff Drive, Fairport, New York, United States. As a trusted Stifel advisor, Thomas Huber provides expert financial advice and services to clients looking to grow and protect their wealth. With a commitment to integrity and personalized service, Thomas Huber helps individuals and businesses navigate the complexities of the financial world to achieve their goals. Whether you are planning for retirement, investing for the future, or managing your portfolio, Thomas Huber - Stifel Advisor is dedicated to helping you secure a prosperous financial future.
295 Woodcliff Dr Suite 305, Fairport, NY 14450, United States -
Ultimate Solutions
● ClosedUltimate Solutions is a premier store located at 1511 New York 394 in Falconer, New York. We are dedicated to providing top-notch products and services to meet all of your needs. Our knowledgeable staff is committed to helping you find the perfect solution for any situation. Whether you're looking for home goods, electronics, or office supplies, we have you covered. Visit us today and experience the Ultimate Solutions difference.
1511 NY-394, Falconer, NY 14733, United States -
Capital Income Advisors
● OpenCapital Income Advisors is a renowned accounting and finance institution located at 555 West 23rd Street in the bustling city of New York, United States. With a team of experienced professionals, they provide expert financial advice and services to help clients manage their capital and investments effectively. Whether you are an individual looking to grow your wealth or a business seeking financial guidance, Capital Income Advisors is dedicated to helping you achieve your financial goals. Trust in their expertise and experience to secure a prosperous financial future.
555 W 23rd St, New York, NY 10011, United States -
Robert P. Russo, CPA, PC
● ClosedRobert P. Russo, CPA, PC is an accounting and finance institution located at 231 West 29th Street in New York, New York. Our team of talented professionals views accounting as a business asset, not a headache. We specialize in making tax filings an opportunity for savings and financial reports a tool for staying ahead. Our clients often refer to us as much-needed business advisors, providing expert advice that can lead to significant tax savings. Our diverse client portfolio includes individuals, couples, and small to mid-size businesses across the country. Whether you need hands-on assistance or as-needed help, we are here to serve you with our passion for accounting and commitment to helping our clients succeed. We offer a free initial consultation and are dedicated to managing all aspects of your home or business finances.
231 W 29th St Suite 402, New York, NY 10001, United States -
Financial Planning & Analysis Network Solutions
● ClosedFinancial Planning & Analysis Network Solutions is a leading institution located at 85 Broad Street in the heart of New York City. Specializing in accounting and finance, our team of experts provides innovative solutions for businesses looking to optimize their financial planning and analysis processes. Whether you are a small startup or a large corporation, our services are tailored to meet your specific needs and help you achieve your financial goals. Join us at Financial Planning & Analysis Network Solutions and let us help you take your business to the next level.
85 Broad St 16th floor, New York, NY 10004, United States -
Jonie and Company
● ClosedJonie and Company is a reputable accounting and finance institution located at 3296 Fulton Street in New York, United States. With tax season fast approaching, our team is ready to assist you in maximizing your tax filing and helping your business operate more efficiently. By scheduling an appointment at 718.280.1145, you can take advantage of our expert services to ensure a smooth tax season. At Jonie and Company, we understand the importance of leveraging accounting and bookkeeping solutions to reduce the time spent on administrative tasks. Our team is dedicated to providing you with the tools and resources needed to streamline your financial processes and make informed decisions for your business.
3296 Fulton St, Brooklyn, NY 11208, United States -
Paul J Kutz CPA MS CFP
● ClosedPaul J Kutz CPA MS CFP is a reputable accounting and finance institution located at 475 Northern Boulevard in Great Neck, New York, United States. With a team of highly skilled professionals, including certified public accountants, financial planners, and experts in tax and finance, the institution offers a wide range of services to individuals and businesses. Whether you need assistance with tax preparation, financial planning, or accounting services, Paul J Kutz CPA MS CFP is dedicated to providing personalized and reliable solutions to help you achieve your financial goals.
475 Northern Blvd Suite 26, Great Neck, NY 11021, United States -
K & M Services
● OpenK & M Services is a trusted general contractor located at 655 State Route 55 in Napanoch, New York. With a commitment to providing high-quality construction services, K & M Services offers a wide range of expertise in residential and commercial projects. From remodeling and renovations to new construction and additions, their experienced team is dedicated to delivering exceptional results. Whether you're looking to update your home or build a new commercial space, K & M Services is the go-to choice for reliable and professional construction services in the Napanoch area.
655 State Rte 55, Napanoch, NY 12458, United States -
VHR Worldwide
● ClosedVHR Worldwide is a renowned real estate and travel agency located at 245 Washington Street in Saratoga Springs, New York, United States. With over 40 years of experience, VHR Worldwide offers a vast collection of hand-selected Estates, Villas, Castles, Chateaux, Private Islands, Apartments, and Condominiums for short-term vacation, event, or business rental in The Bahamas, Caribbean, Central America, Europe, Mexico, and the U.S.A. As pioneers in the villa rental concept since 1982, VHR Worldwide is dedicated to providing exceptional service and personalized recommendations to ensure that clients have a memorable experience. The institution works directly with property owners and managers to offer competitive rates and quick responses to any inquiries or special requests.
245 Washington St, Saratoga Springs, NY 12866, United States -
Prospectpark Venture Group LLC
● OpenProspectpark Venture Group LLC is a dynamic and innovative investment firm located at 142 Prospect Park West in New York, United States. Specializing in venture capital and private equity investments, Prospectpark Venture Group LLC is committed to supporting and partnering with promising startups and high-growth companies to help them reach their full potential. With a team of experienced professionals and a strong track record of success, the firm provides strategic guidance, financial resources, and valuable industry connections to help entrepreneurs thrive in today's competitive market. Whether you're a budding entrepreneur looking for funding or an established company seeking growth opportunities, Prospectpark Venture Group LLC is the partner you need to take your business to the next level.
142 Prospect Park W, Brooklyn, NY 11215, United States -
Dunstone Robert L
● ClosedDunstone Robert L is a reputable accounting and finance institution located at 309 Vine Street in Salina, New York, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. From tax preparation to financial planning, Dunstone Robert L is dedicated to providing top-notch services to help their clients achieve their financial goals. Whether you are looking for assistance with budgeting, investments, or bookkeeping, Dunstone Robert L is the place to turn to for expert advice and reliable service.
309 Vine St, Liverpool, NY 13088, United States -
Kane Firm
● OpenKane Firm is a reputable accounting and finance institution located at 5225 Sheridan Drive in Buffalo, New York, United States. With a team of experienced professionals, Kane Firm offers a wide range of financial services including tax preparation, auditing, consulting, and financial planning. Clients can trust Kane Firm to provide expert advice and personalized solutions to help them achieve their financial goals.
5225 Sheridan Dr, Buffalo, NY 14221, United States -
Progressive Planning Inc
● ClosedProgressive Planning Inc is a leading accounting and finance institution located at 500 North Broadway in Jericho, New York, United States. Our team of experienced professionals are dedicated to providing comprehensive financial planning services to individuals and businesses. From tax preparation to investment strategies, we offer personalized solutions to help our clients achieve their financial goals. Trust Progressive Planning Inc for expert advice and guidance in all your accounting and finance needs.
500 N Broadway # 245, Jericho, NY 11753, United States -
JTH Planning
● OpenJTH Planning is a reputable accounting and finance institution located at 2941 Avenue S in New York, United States. With a team of experienced professionals, JTH Planning offers a wide range of financial services including tax preparation, investment planning, and retirement strategies. Their commitment to providing personalized and efficient financial solutions sets them apart from other institutions in the industry. Whether you are an individual or a business looking to secure your financial future, JTH Planning is dedicated to helping you achieve your goals.
2941 Ave. S, Brooklyn, NY 11229, United States -
Boccio Stephen
● OpenBoccio Stephen is a reputable accounting and finance institution located in Merrick, New York, United States. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, bookkeeping, financial planning, and more. Whether you are an individual or a business owner, Boccio Stephen is dedicated to providing personalized and reliable financial solutions to help you achieve your goals. Their commitment to excellence and integrity makes them a trusted partner for all your accounting and finance needs.
Merrick, NY 11566, United States -
Corsini Gregory
● OpenCorsini Gregory is a reputable accounting and finance institution located at 3544 Wyanet Street in Seaford, New York, United States. With a team of experienced professionals, they provide top-notch financial services to individuals and businesses in the area. From tax preparation to financial planning, Corsini Gregory is dedicated to helping their clients achieve their financial goals. Their commitment to excellence and personalized approach sets them apart in the industry. Visit Corsini Gregory for all your accounting and finance needs.
3544 Wyanet St, Seaford, NY 11783, United States -
KeyBank
● ClosedKeyBank is a financial institution located at 138 New York 104 in Oswego, New York, United States. As a full-service bank, KeyBank offers a wide range of financial services including personal and business banking, loans, mortgages, and investment services. With convenient ATM access, online banking, and personalized customer service, KeyBank is committed to helping individuals and businesses achieve their financial goals. Visit KeyBank today to experience the difference of banking with a trusted financial partner.
138 NY 104, Oswego, NY 13126, United States
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- business portfolio management in Airmont
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