TOP 30 Cash management tools in New York, New York
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Loretta De Simone - New York Life Agent
● OpenLoretta De Simone - New York Life Agent is an insurance agency located at 777 Westchester Avenue, White Plains, New York, United States. They offer permanent policies with guaranteed death benefits and cash value that grows over time, as well as long-term coverage that is customizable to your needs and budget. Their services include investments in the market, assistance with everyday tasks, income replacement due to sickness or injury, and guidance on creating an estate plan. The institution has a diverse workforce and a commitment to giving back to communities through charitable initiatives. With over 12,000 agents nationwide, they provide tailored solutions to help you protect your family and secure your financial future. You can access resources and tools to help you plan for the future, and their financial strength ratings from major agencies reflect their commitment to policyholders.
777 Westchester Ave, White Plains, NY 10604, United States -
New York Cash Net
● ClosedNew York Cash Net is a leading financial institution located at 85 Broad Street in the bustling city of New York, New York. Specializing in providing fast and convenient cash services, New York Cash Net offers a wide range of financial solutions to meet the needs of individuals and businesses alike. With a strong focus on customer service and transparency, New York Cash Net is dedicated to helping clients achieve their financial goals with ease and efficiency. Whether you need a quick loan or assistance with managing your finances, New York Cash Net is here to help. Visit us today to experience the difference that our trusted institution can make in your financial life.
85 Broad St f10, New York, NY 10004, United States -
New York Life
● ClosedNew York Life is an insurance agency located at 23 Robert Pitt Drive in Monsey, New York, United States. They offer permanent policies with guaranteed death benefits and cash value that grows over time, as well as long-term coverage highly customizable to fit your needs and budget. Their services include investing policy cash value in the market, assistance with everyday tasks, income replacement in case of sickness or injury, professionally managed investments, and guidance on creating an investment strategy. They also provide insurance for employees, executives, and business owners, as well as charitable giving and support for bereavement, education, and local initiatives. With over 12,000 agents nationwide, New York Life offers flexible solutions tailored to individual needs, with the highest financial strength ratings from major agencies. They are committed to making a positive impact in the communities they serve, with a diverse workforce reflecting the population they support. Additionally, they offer resources and tools to help individuals prepare for their financial future.
23 Robert Pitt Dr, Monsey, NY 10952, United States -
New York Life
● ClosedNew York Life is an insurance agency located at 199 Water Street, New York, New York, United States. They offer permanent policies with guaranteed death benefits and cash value that grows over time. Their long-term coverage is highly customizable to fit your needs and budget, with the ability to invest your policy's cash value in the market. They also provide support for everyday tasks, income replacement in case of illness or injury, and professionally managed investments with market gains potential. New York Life offers a variety of insurance options for individuals, employees, executives, and business owners, as well as guidance on creating an investment strategy and estate planning. They have a diverse and welcoming workplace and have been recognized as an industry leader. Their agents are dedicated to addressing your unique needs, and they provide best-in-class products and solutions that adapt to your changing needs.
199 Water St # 27, New York, NY 10038, United States -
Money In Minutes
● ClosedMoney In Minutes is a trusted institution located at 5225 Broadway in New York, New York, United States. We specialize in providing accounting services, ATM facilities, and financial solutions to help individuals and businesses manage their money effectively. Our experienced team is dedicated to ensuring quick and efficient transactions, so you can access your funds in minutes. Visit us today to experience our reliable and convenient services.
5225 Broadway, Bronx, NY 10463, United States -
Renato Salvacion - Financial Services Professional at New York Life Insurance Company
● ClosedRenato Salvacion is a Financial Services Professional at New York Life Insurance Company, located at 1660 Walt Whitman Road, Melville, New York, United States. As an insurance agency, they offer permanent policies with guaranteed death benefits and cash value growth, long-term coverage that is customizable to fit your needs and budget, and the ability to invest policy cash value in the market. They provide assistance with everyday tasks, income replacement in case of sickness or injury, professionally managed investments, and guidance on creating an investment strategy and estate plan. New York Life consistently earns the highest financial ratings and is involved in charitable giving at both local and national levels. Renato I. Salvacion helps clients understand their financial options and achieve their goals through personalized approaches. Life insurance and long-term care insurance are offered to protect families and lifestyles. The institution helps clients secure a steady income for retirement and provides resources and tools for future financial planning.
1660 Walt Whitman Rd, Melville, NY 11747, United States -
Lee Rodger Loomis - New York Life Insurance
● ClosedLee Rodger Loomis - New York Life Insurance is an insurance agency located at 5788 Widewaters Parkway in DeWitt, New York. They offer a variety of permanent life insurance policies with guaranteed death benefits and cash value growth over time. Their long-term coverage options are highly customizable to fit your needs and budget, with the ability to invest your policy's cash value in the market. The institution provides support for everyday tasks, income replacement in case of illness or injury, professionally managed investments, and guidance on creating an investment strategy and estate plan. They also offer insurance options for employees, executives, business owners, and small businesses.
5788 Widewaters Pkwy, Dewitt, NY 13214, United States -
New York Life Insurance Co: Francis Oswald
● ClosedNew York Life Insurance Co: Francis Oswald is an insurance agency located at 1 MetroTech Center in New York, United States. They offer permanent policies with guaranteed death benefits and cash value growth, long-term customizable coverage, and the ability to invest policy cash value in the market. Their services include helping with everyday tasks, replacing lost income due to illness or injury, professionally managed investments, college savings plans, and estate planning. They also provide insurance for employees, executives, and business owners, as well as charitable giving and community support. With over 12,000 agents nationwide, New York Life offers best-in-class products and solutions tailored to individual needs. They have a diverse workforce and a commitment to making a positive impact on the world. Customers can access resources and tools to help plan for their financial future.
1 MetroTech Center # 17, Brooklyn, NY 11201, United States -
Terry James, Financial Professional - New York Life
● OpenTerry James, Financial Professional at New York Life, located at 420 Lexington Avenue, New York, offers a wide range of financial and insurance services. The institution provides permanent policies with guaranteed death benefits and cash value growth, long-term coverage tailored to individual needs and budgets, and the ability to invest policy cash value in the market. Services include income replacement in case of illness or injury, professionally managed investments, estate planning, and insurance for employees and small businesses. Terry James helps clients navigate complex financial decisions and create personalized strategies to protect their families and achieve their goals. With a focus on long-term relationships, the institution offers support and guidance through life's milestones. Customers can access resources and tools to plan for the future and receive expert advice from a trusted Registered Representative & Insurance Agent.
420 Lexington Ave 15th floor, New York, NY 10170, United States -
Steve Myrtil, Financial Professional - New York Life
● OpenSteve Myrtil, Financial Professional at New York Life, located at 520 Broadhollow Road in Melville, New York, offers a wide range of financial and insurance services. They provide permanent policies with guaranteed death benefits and cash value, long-term coverage that is customizable to fit your needs and budget, and the ability to invest your policy's cash value in the market. They also offer assistance with everyday tasks, income replacement in case of illness or injury, and professionally managed investments with potential market gains. The institution can help with creating an investment strategy, estate planning, and insurance for employees, executives, or small business owners. They offer life insurance solutions tailored to your needs and budget, as well as resources and tools to help you prepare for the future. Steve Myrtil, as your Registered Representative & Insurance Agent, is dedicated to helping clients understand their options and achieve their financial goals. With a focus on personalized approaches and long-term relationships, Steve is committed to managing and updating your financial strategy as your life changes. Whether you are planning for retirement, protecting your family, or investing for the future, Steve Myrtil and New York Life can help guide you along the way.
520 Broadhollow Rd, Melville, NY 11747, United States -
New York Life: Balwant Singh
● OpenNew York Life: Balwant Singh is an insurance agency located at 576 Broadhollow Road, Melville, New York, United States. They offer permanent policies with a guaranteed death benefit and cash value that grows over time. Their long-term coverage is highly customizable to fit your needs and budget, with the ability to invest your policy's cash value in the market. The institution provides support for everyday tasks, income replacement due to sickness or injury, and professionally managed investments with potential market gains. They also offer guidance on creating an investment strategy, setting up an estate plan, and insurance options for employees, executives, and business owners. New York Life is committed to giving back to the community through charitable initiatives and has a diverse and welcoming workplace. With over 175 years of experience, they offer tailored solutions to meet your financial needs and goals. Their mission is to make the world a better place through responsible investing, community engagement, and support for individuals, families, and communities. You can access resources and tools to help you prepare for the future, and cancel anytime.
576 Broadhollow Rd, Melville, NY 11747, United States -
Merrill Lynch Wealth Management
● ClosedMerrill Lynch Wealth Management, located at 102 Business Park Drive in Utica, New York, offers a comprehensive range of financial services for individuals, families, business owners, executives, and institutions. The experienced advisors at this branch are dedicated to helping clients address their wealth planning challenges and opportunities, whether in rising or turbulent markets. The wealth planning process at Merrill Lynch begins with a deep understanding of each client's priorities, goals, and financial needs. The advisors take the time to learn about retirement plans, education funding, business issues, cash management, and credit strategies. By leveraging the investing resources of Merrill Lynch and the banking convenience of Bank of America, the team creates personalized financial strategies to meet each client's long-term objectives.
102 Business Park Dr, Utica, NY 13502, United States -
CASH FLOW INTERVENTION LLC
● OpenCash Flow Intervention LLC is a finance institution located at 888 Veterans Memorial Highway in Hauppauge, New York. Our team of experts specializes in helping businesses improve their cash flow management through strategic interventions and solutions. With our personalized approach, we work closely with our clients to identify areas of improvement and implement effective strategies to optimize their financial operations. Whether you are looking to increase revenue, reduce expenses, or manage debt more efficiently, Cash Flow Intervention LLC is here to help you achieve your financial goals. Contact us today to learn more about how we can assist your business in achieving financial success.
888 Veterans Memorial Hwy, Hauppauge, NY 11788, United States -
Tri-State Funding of New York
● OpenWelcome to Tri-State Funding of New York, your trusted partner in financial solutions, conveniently located at 398 North Avenue, New Rochelle, New York 10801. We specialize in providing personalized financial services tailored to meet the unique needs of our diverse clientele. Whether you're seeking personal loans, business financing, or investment guidance, our team of experienced professionals is here to help you navigate the financial landscape with confidence and ease. At Tri-State Funding, we pride ourselves on our commitment to exceptional customer service and our ability to deliver customized financial strategies that empower you to achieve your goals. Visit us today and discover how we can support your financial journey with integrity and expertise.
398 North Avenue, New Rochelle, New York 10801, 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 -
Thomas D. O'Sullivan - New York Life
● ClosedWelcome to Thomas D. O'Sullivan - New York Life, your trusted insurance agency located at 1000 South Avenue, Suite 101, Staten Island, New York 10314. As a dedicated Financial Professional and Insurance Agent, Thomas D. O'Sullivan is committed to helping clients navigate the complex world of insurance and financial planning with personalized service and expert guidance. At our agency, we understand that every client is unique, and we strive to develop tailored solutions that meet both your immediate needs and long-term goals. Whether you're looking for permanent life insurance with guaranteed death benefits and cash value growth, or customizable long-term coverage options, we have the expertise to guide you through your choices.
1000 South Avenue, Staten Island, New York 10314, United States -
Real Property Management Depenn
● ClosedWelcome to Real Property Management DePenn, your trusted partner in residential property management located at 7 Skyline Drive, Hawthorne, New York. Serving Westchester and Rockland counties, we specialize in providing comprehensive and affordable property management solutions tailored to meet the needs of property owners and residents alike. With over 30 years of brand experience, Real Property Management DePenn is dedicated to maximizing your income and minimizing your costs, ensuring that your investment is protected and optimized. Our professional services include tenant screening, leasing, maintenance, and evictions, all designed to set you up for success whether you own a single rental property or a diverse portfolio.
7 Skyline Drive, Hawthorne, New York 10532, United States -
Retirable
● ClosedRetirable is a finance institution located at 41 East 11th Street, New York, New York, United States. We specialize in providing financial planning and investment strategies tailored to fit your lifestyle, with a focus on monthly retirement income to help you confidently navigate your next chapter. Our licensed financial advisors offer holistic retirement planning, ensuring that you have continuous guidance on important decisions such as income, healthcare, and lifestyle needs. With a dynamic and customized plan in place, you'll always know where you stand financially and what you can comfortably spend next. Our investment management strategy is designed to support you through the complexities of retirement, while our cash management account allows you to access your funds easily and earn high interest.
41 E 11th St 11th floor, New York, NY 10003, United States -
Merrill Edge
● ClosedMerrill Edge is a finance institution located at 91 South Greeley Avenue, Chappaqua, New York, United States. At Merrill, they have the people, tools, and personalized advice and guidance to help turn your ambitions into action. A Merrill Advisor can help you pursue your goals and plan for what matters most to you – and can meet with you in the way that works best. They provide information about products and services that you might find interesting and useful. Investing in securities involves risks, and there is always the potential of losing money. Merrill offers a broad range of brokerage, investment advisory, and other services. Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation. Merrill Lynch Life Agency Inc. (MLLA) is a licensed insurance agency and wholly owned subsidiary of BofA Corp. This material is not intended as a recommendation, offer, or solicitation for the purchase or sale of any security or investment strategy. Additional information is available in their Client Relationship Summary.
91 S Greeley Ave, Chappaqua, NY 10514, United States -
Apple Bank
● ClosedApple Bank is a trusted financial institution located at 75 New York 59 in Monsey, New York. As a full-service bank, we offer a wide range of banking and financial services to meet the needs of our customers. Whether you need to deposit funds, withdraw cash from our ATMs, or apply for a loan, our friendly staff is here to assist you. Visit us today to experience the convenience and reliability of banking with Apple Bank.
75 NY-59, Monsey, NY 10952, United States -
Total Merchant Resources
● ClosedTotal Merchant Resources is a finance institution located at 147 Prince Street, New York, United States. Our streamlined application process requires basic business information and documentation, with quick approval and funding in as few as 2-3 business days. Our advances do not require large monthly payments and can be customized to fit your business flow. We understand the unique credit profiles of small business owners and offer reasonable credit standards with minimal documentation requirements. Our repayment options are convenient, with ACH or credit card split payments. With endorsements from business leaders like Belinda Polanco, Kevin O'leary, and Mark Cuban, Total Merchant Resources provides the capital you need without the hassle. Please note that businesses with gross monthly sales below $10,000 are currently not eligible for this type of loan.
147 Prince St #10, Brooklyn, NY 11201, United States -
MKON CONSULTING
● ClosedMKON Consulting is a leading accounting and finance institution located in the heart of New York City. Our team of expert consultants provides a wide range of financial services to clients across various industries. With a commitment to excellence and personalized attention, we strive to help our clients achieve their financial goals. Visit us at 56 East 131st Street to learn more about how MKON Consulting can assist you with all your accounting and finance needs.
56 E 131st St, New York, NY 10037, United States -
Lebit Finance
● ClosedLebit Finance, located at 1775 East 18th Street in New York, is a finance institution offering various working capital solutions for businesses. Our services include merchant cash advance, invoice factoring, equipment loans, business term loans, and SBA loans. Merchant cash advance provides businesses with a sum of cash in exchange for a portion of future receivables, while invoice factoring allows instant access to cash in exchange for invoices. Equipment loans help businesses acquire physical assets with a low down payment, and business term loans provide capital with fixed monthly payments.
1775 E 18th St #1L, Brooklyn, NY 11229, United States -
PAYOMATIC
● ClosedPAYOMATIC is New York's premier provider of check cashing and financial services, conveniently located at 3352 Broadway in New York City. With nearly 140 stores across the Bronx, Brooklyn, Manhattan, Queens, Long Island, and the NYC area, we offer a wide range of services including check cashing, business check cashing, Western Union money transfers, money orders, bill payment, direct deposit, prepaid debit cards, and more. Link your inPOWER Card to easily manage your money anytime, anywhere. With the inPOWER Prepaid Mastercard, issued by The Bancorp Bank, N.A., you can access your balance, view transactions, and share money 24/7 with speed, convenience, and security.
3352 Broadway, New York, NY 10031, United States -
Avalara, Inc
● OpenAvalara, Inc is a leading accounting and finance institution located at 21 Robert Pitt Drive in Monsey, New York. With a strong presence in the United States, Avalara offers innovative solutions and services to help businesses manage their tax compliance and financial operations effectively. Their team of experts is dedicated to providing top-notch support and guidance to clients, ensuring they stay ahead in the ever-changing financial landscape.
21 Robert Pitt Dr #310, Monsey, NY 10952, United States -
Pawn Brokers
● ClosedPawn Brokers is a reputable finance store located at 22216 South Conduit Avenue in New York, United States. We offer a range of services including pawn loans, buying and selling of gold, jewelry, electronics, and other valuables. Our experienced staff provides fair appraisals and competitive rates for those in need of quick cash or looking to make a purchase. Visit us today for a reliable and trustworthy financial solution.
22216 S Conduit Ave, Springfield Gardens, NY 11413, United States -
H&R Block
● ClosedH&R Block is a renowned accounting and finance institution located at 102 Fulton Street in New York, New York, United States. With a team of experienced professionals, H&R Block offers a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual looking for assistance with your personal taxes or a business in need of comprehensive financial solutions, H&R Block is dedicated to providing expert guidance and support. Visit us today to secure your financial future with confidence.
102 Fulton St -3, New York, NY 10038, United States -
Northern Financial Services
● ClosedNorthern Financial Services, located at 120 Factory Street in Watertown, New York, is a finance institution dedicated to helping individuals and families plan for their financial future. As a fiduciary, we prioritize our clients' needs and desires, offering personalized advice, services, and products to help them achieve their financial goals. Our team at Northern Financial Services actively manages assets and provides guidance every step of the way to ensure our clients are involved in their financial planning process. We are committed to making a difference in the lives of our clients and their loved ones, striving to enhance their financial well-being and future.
120 Factory St, Watertown, NY 13601, United States -
Grace Account Bookkeeping
● ClosedGrace Account Bookkeeping is a trusted accounting and finance institution located at 510 Walradt Street in Fulton, New York, United States. With a team of experienced professionals, we provide comprehensive bookkeeping services to individuals and businesses alike. Whether you need help with financial reporting, payroll processing, or tax preparation, we are here to assist you every step of the way. Trust Grace Account Bookkeeping to keep your finances in order and help you achieve your financial goals.
510 Walradt St, Fulton, NY 13069, United States -
Merrill Lynch Financial Advisor Sally D Abell
● ClosedMerrill Lynch Financial Advisor Sally D Abell is a finance institution located at 50 Fountain Plaza in Buffalo, New York, United States. Sally D Abell, CFA® is the Vice President and Wealth Management Advisor with over 30 years of experience in the financial services industry. She specializes in custom managing portfolios for high net worth individuals and their families to help generate cash flow and increase client wealth. Sally helps clients determine long term financial goals and implements customized investment strategies, such as retirement income planning using options. As a qualified Portfolio Manager, she can build and manage personalized strategies incorporating individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. Sally is a graduate of State University of New York at Buffalo and earned the Chartered Financial Analyst® (CFA®) designation in 1996.
50 Fountain Plz 11th Floor, Suite 1100, Buffalo, NY 14202, United States
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