The 30 Best Clarity on finances in New York City, New York
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Kickstand Wealth Advisors
Kickstand Wealth Advisors is a finance institution located at 1250 Pittsford Victor Road in Pittsford, New York. Our mission is to provide clarity, perspective, and direction to your financial life. With over 30 years of experience on Wall Street, our professional team is here to assist you with organizing your finances and providing straightforward advice for your journey ahead. Whether you need help tidying up your accounts, updating your will, or simply earning more from your cash, Kickstand is here to support you. As an SEC registered investment adviser, we strive to bring confidence to your decision making and help you navigate the complexities of wealth management. Visit our website at kickstandwealth.com for more information and to learn how we can assist you on your financial journey.
Cirrus Research
Cirrus Research is a leading finance institution located at 303 South Broadway in Tarrytown, New York, United States. With a strong focus on research and analysis, Cirrus Research provides expert financial services to clients seeking sound investment advice and strategic financial planning. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through personalized solutions and innovative strategies. Trust Cirrus Research to navigate the complexities of the financial world and guide you towards a secure and prosperous future.
Queens CPA Garcia CPA PLLC
Queens CPA Garcia CPA PLLC is a top-tier accounting and finance institution located at 7535 31st Avenue in New York, United States. At Garcia & Associates, we specialize in efficiently managing your taxes with strategic planning and accurate preparation services, minimizing liabilities while maximizing refunds. Our rigorous auditing services ensure transparent and compliant financial reporting, while our expert advice helps navigate the complexities of the business landscape to help your company thrive financially and operationally. We offer meticulous bookkeeping and accounting services to streamline your daily accounting tasks, including expenditures, revenues, sales, purchases, tax planning, and payroll. Our detailed reporting and financial analysis services provide valuable insights for informed decision-making. With a team of highly skilled and certified professionals, we prioritize understanding and addressing the unique requirements and goals of each client.
Conroy Wealth Management
Conroy Wealth Management is a finance institution located at 1717 Empire Boulevard in Webster, New York, United States. We prioritize establishing a trusting relationship with each client to help design their future based on their unique values and needs. Our fiduciary financial planning services include personalized financial and investment plans tailored to meet individual goals. We specialize in financial and retirement planning, estate planning, and business consulting for individuals, executives, professionals, and business owners. Our team, led by Kevin and Wendy, is dedicated to providing excellent customer service and guidance in navigating financial decisions. We aim to help clients achieve financial freedom and security by offering clarity and direction in their financial planning. Securities are offered through J.W. Cole Financial, Inc., and advisory services are provided by J.W. Cole Advisors, Inc. Conroy Wealth Management and J.W. Cole are unaffiliated entities. Visit our website for more information on our services and disclosures.
Kelton Financial Group
Kelton Financial Group, located at 11 Sunset Drive in Latham, New York, is a finance institution dedicated to helping individuals turn their visions into reality. With an experienced team by your side, we can help you create a comprehensive financial plan that aligns with your goals for the future. Whether you're planning for a child's education, a comfortable retirement, or a lasting legacy, we can provide the guidance and support you need to achieve your dreams. Our mission is to manage and preserve your wealth so that you can focus on what truly matters to you, with the confidence to live your life to the fullest. Let us help you outline your vision, create a plan, and make things happen.
Custom Wealth Management
Custom Wealth Management is a premier finance institution located at 125 East Jefferson Street in Syracuse, New York, United States. Our team of experienced professionals is dedicated to providing personalized wealth management solutions tailored to meet the unique needs and goals of each client. With a focus on building long-term relationships and delivering exceptional service, we strive to help our clients achieve financial success and peace of mind. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Custom Wealth Management is here to help you navigate the complexities of the financial world with confidence and clarity.
Mengel Morse and Associates
Mengel Morse and Associates is a finance institution located at 123 Hale Haven Drive in Hilton, New York, United States. Founded in 2017 by Greg Mengel and Bob Morse, who have over 20 years of experience in the industry, our team is dedicated to providing personalized and comprehensive financial advice to clients across 32 states. We believe in helping our clients achieve their financial goals through holistic and meaningful advice that is tailored to their specific needs. Whether you are looking to manage wealth, plan for the future, or protect your assets, we are here to guide you every step of the way.
Edward Jones - Financial Advisor: John Pascucci, AAMS™|CRPC™
Edward Jones - Financial Advisor: John Pascucci, AAMS™|CRPC™ is a reputable finance institution located at 121 Sully's Trail in Pittsford, New York, United States. Specializing in providing personalized financial advice and solutions, John Pascucci, a certified AAMS™|CRPC™ advisor, offers expert guidance to help clients achieve their financial goals. With a focus on building long-term relationships and tailored financial plans, Edward Jones - Financial Advisor: John Pascucci, AAMS™|CRPC™ is dedicated to helping individuals and families secure their financial future.
Merrill Lynch Financial Advisor Joseph C DiMattina
Merrill Lynch Financial Advisor Joseph C DiMattina, located at 200 Park Avenue, New York, New York, United States, is a full-service wealth management team known as The DiMattina Group. With over 50 years of combined experience, the team offers sophisticated advice, guidance, and strategic thinking to affluent individuals, business owners, corporate executives, and their families. They specialize in helping clients build and preserve wealth, maintain their lifestyle in retirement, and leave a lasting legacy. The DiMattina Group takes a personalized approach to wealth management, limiting their clientele to provide dedicated attention to each individual's priorities, aspirations, and values. They nurture long-term client relationships based on respect and understanding, striving to exceed expectations by creating engaging and informative experiences. The team is passionate about delivering outstanding wealth management services and providing clients with the resources to live their lives fully and with purpose.
Jennaydra Jordan, Principal & Financial Advisor - Jd Growth Financial Strategies, Llc
Jennaydra Jordan, Principal & Financial Advisor at JD Growth Financial Strategies, LLC, located at 97-77 Queens Boulevard, New York, United States, offers custom financial guidance to help clients enjoy today and have peace for tomorrow. New York Life is dedicated to serving professional advisors, providing personalized guidance to give clarity about financial situations and help clients achieve their goals. With practical education and step-by-step guidance, clients can better understand their finances and make wise decisions for themselves and their families. The team at JD Growth Financial Strategies tailors recommendations to suit individual needs and objectives, offering hands-on support in every phase of the financial journey. Jennaydra Jordan is licensed to sell insurance through New York Life Insurance Company and offers securities products and services through NYLIFE Securities LLC. Investment advisory services are offered through Eagle Strategies, LLC. Clients can gain insight into their financial goals by entering basic details about their current situation. Neither JD Growth Financial Strategies nor New York Life provide tax, legal, or accounting advice, so clients are encouraged to consult their own professionals.
Statera Wealth Solutions
Statera Wealth Solutions, located at 25 Carle Road in Westbury, New York, is a finance institution that is dedicated to empowering clients towards optimal Financial Balance®. By changing the conversation about personal finance, Statera Wealth Solutions brings clarity and honesty to the table. Their unique approach focuses on a macro-economic philosophy that provides a holistic view of your entire financial landscape, making it easier to have authentic conversations about financial strategies. Unlike traditional financial institutions, Statera Wealth Solutions offers a personalized financial model built exclusively for each client. By eliminating opinion, bias, and hype, clients gain a different perspective on their financial path. The institution focuses on the four critical areas of financial importance: Protection, Assets, Liabilities, and Cash Flow, setting them apart from mass prescribed financial guidance.
Bilger Financial Group
Bilger Financial Group, located at 1400 Old Country Road, Westbury, New York, United States, is a finance institution that has been serving clients for over 30 years. The team at Bilger Financial Group offers a full range of financial products and services to help clients reach and maintain their financial goals. They believe in building long-lasting relationships with clients and providing customized financial solutions tailored to individual needs at every stage of life. With a commitment to giving back to the community, Bilger Financial Group is proud to be part of Thrivent, a Fortune 500 company with a long heritage of financial strength and fiscal stability. Thrivent offers expert financial solutions, investments, insurance, banking, and generosity programs to help clients make the most of their finances and live more meaningful lives. As part of Thrivent, clients have access to tools and resources to achieve financial clarity and confidence as they work towards their goals and dreams. Thrivent's financial advisors and professionals provide comprehensive advice and guidance through a Financial Planning Framework, with options for further planning engagement through Dedicated Planning Services. With a focus on a higher purpose and collective ownership, Thrivent is dedicated to helping people build their financial futures and live more generous lives.
Bank of America Private Client Advisor Jing J Chen
Bank of America Private Client Advisor Jing J Chen is a Managing Director and Private Client Advisor located at 300 Broadhollow Road, Melville, New York, United States. Jing works closely with entrepreneurs, business owners, and executives, offering personalized financial advice in Mandarin and Cantonese. He leads a team of specialists in investment management, trust and estate planning, banking and lending, family office services, and business and succession planning. With a focus on clarity and responsiveness, Jing helps clients make informed decisions about their financial lives and legacies. He is committed to each client's long-term best interests and provides guidance on dynamic market conditions and evolving family priorities. Jing is a Certified Financial Planner™ and holds the Chartered Retirement Planning Counselor™ designation. Outside of work, Jing is involved in the Chinese American community in Queens. The team at Bank of America Private Bank is dedicated to building strong client relationships based on trust and personal experience. They take the time to understand each client's needs and goals to create strategies that aim to meet their best interests now and in the future. With a history of over 200 years, Bank of America Private Bank helps clients manage significant wealth by offering personalized approaches and resources to achieve financial objectives. The institution values innovation and provides disciplined financial strategies to help clients navigate the complexities of the financial landscape. Please note that Bank of America Private Bank does not provide legal, tax, or accounting advice, and clients should consult their advisors before making financial decisions. Investing involves risk, and past performance does not guarantee future results. For more information, visit the Bank of America website."
The Gilfus Leonard Marulli Group at Morgan Stanley
The Gilfus Leonard Marulli Group at Morgan Stanley is a finance institution located at 300 Linden Oaks in Rochester, New York, United States. Our team of experienced professionals is dedicated to providing personalized financial solutions to help clients achieve their goals. With a focus on wealth management, investment strategies, and retirement planning, we strive to help our clients navigate the complexities of the financial world with confidence and clarity. Contact us today to learn more about how we can help you secure your financial future.
The Di Bella Financial Group, LLC.
The Di Bella Financial Group, LLC is a finance institution located at 5 Washington Square, Albany, New York, United States. Since 1976, they have been dedicated to serving professional advisors and helping individuals effectively manage, protect, and distribute wealth according to personal goals. The team at The Di Bella Financial Group takes pride in educating clients on their financial options to make wise decisions for themselves, their families, and their businesses. They provide personalized recommendations tailored to individual needs and goals, offering practical education and step-by-step guidance to ensure clients have clarity about their finances. The team at The Di Bella Financial Group is committed to building personal relationships based on trust and knowledge, and they provide hands-on support throughout every phase of a client's financial journey. They offer insight, answer questions, and help clients stay on track as their lives evolve. The team includes Joseph F. Di Bella, Joseph L. Di Bella, and Elizabeth Bauer, who are licensed to sell insurance through New York Life Insurance Company and offer securities products and services through NYLIFE Securities LLC. They also provide investment advisory and financial planning services through Eagle Strategies LLC.
Greg Mengel - Thrivent
Greg Mengel - Thrivent is a finance institution located at 3418 Carman Road, Schenectady, New York, United States. We are dedicated to helping clients achieve their financial goals through personalized and holistic advice. Founded in 2017 by Greg Mengel and Bob Morse, with over 20 years of experience in successful practices at Thrivent, we offer comprehensive financial strategies across 32 states. Our commitment is to provide informed and educated guidance at every step of your financial journey, ensuring your assets are protected, retained, and efficiently transferred. Whether you are managing accumulated wealth or have specific financial goals in mind, our advice is tailored to your individual needs and goals.
Mengel Morse and Associates
Mengel Morse and Associates is a finance institution located at 3418 Carman Road, Schenectady, New York, United States. Founded in 2017 by Greg Mengel and Bob Morse, who have over 20 years of experience in the field, our team of professionals is dedicated to providing holistic and tailored financial advice to help you achieve your most important goals. Whether you are planning for the future, managing wealth, or seeking guidance on life insurance, our comprehensive strategies are designed to meet your individual needs. As part of Thrivent, a Fortune 500 company with a long heritage of financial strength, we offer expert solutions and a commitment to giving back to the communities we serve. Our goal is to help you achieve financial clarity and confidence as you work towards your dreams. Contact us today to learn more about how we can help you on your financial journey.
Loan Till Payday Online
Business Description for Loan Till Payday Online Located at 25 N Hamilton St, Poughkeepsie, NY 12601, United States, Loan Till Payday Online is a finance-focused local business dedicated to connecting individuals with financial service providers who may be able to assist with urgent financial needs. The services offered by Loan Till Payday Online are administrative in nature, often referred to as "lead generation," and are provided at no cost to consumers.
Loan Till Payday Online
Loan Till Payday Online is a finance service provider located in the heart of Ithaca, NY, at 105 W State St. Specializing in connecting consumers with financial service providers, Loan Till Payday Online offers an administrative service that helps individuals find potential lenders who may be able to address their financial needs.
Loan Till Payday Online
Loan Till Payday Online is a dedicated financial service provider located in Rome, NY, offering a streamlined process to connect individuals with a network of lenders. We specialize in facilitating access to short-term financial solutions, ensuring that you are matched with a lender who can meet your specific financial needs. Our services are administrative in nature, focusing on lead generation to connect consumers with potential lenders.Important Information:- Financial Advice: If you are experiencing serious financial difficulties, we strongly recommend seeking professional financial advice or exploring other alternatives before considering a payday loan. - Site Visit Recordation Technology: Our website utilizes Site Visit Recordation Technology, including third-party services like Jornaya’s LeadiD, to document site visits. By using our website, you consent to this technology.- Not a Lender: It’s important to note that Loan Till Payday Online is not a lender or an agent of any lender. We do not take loan applications, make credit decisions, or engage in any lender-related activities. Our role is to connect you with financial service providers who can assist you with your financial needs.- Free Service: Our services are offered to you free of charge. Lenders and financial service providers pay a fee to be connected with consumers, often through a bidding model similar to Google AdWords.- Tribal Lending Enterprises (TLEs): In some cases, you may be connected to a TLE, which is subject to tribal and certain federal laws but immune from state laws, including usury caps. TLEs may have higher rates and fees, and may require dispute resolution in a tribal jurisdiction. Always review and understand the terms of any loan before accepting it.- Credit Checks: By submitting your information, you authorize us and our network of lenders to perform a credit check, which may involve verifying your social security number, driver license number, or other identification, and reviewing your creditworthiness through major credit bureaus like Experian, Equifax, and TransUnion, as well as alternative credit bureaus like Clarity and DataX.- APR and Loan Terms: Our network of lenders offers loans with an Annual Percentage Rate (APR) of 35.99% and below. For qualified consumers, the maximum APR is 35.99%. Loan terms range from a minimum repayment plan of 12 months to a maximum of 30 months. Example: A loan amount of $4,300.00 at an APR of 35.99% would result in 30 monthly payments of $219.36, totaling $6,581.78.- Lender’s Disclosure: When a lender offers you a loan, they will provide all necessary documents detailing fees, rates, and terms, including any potential late-payment fees and options for refinancing or renewing the loan, if applicable. Loan terms are determined solely by the lender based on their policies and applicable law.At Loan Till Payday Online, our goal is to provide a seamless connection between consumers and lenders, helping you find the financial solution that fits your needs. Please remember to review all loan terms carefully and only accept loans that you can afford to repay.
Loan Till Payday Online
Loan Till Payday Online is a finance business located at 73 Webster St, North Tonawanda, NY 14120, specializing in connecting consumers with financial service providers. The business operates primarily through its website, which uses advanced Site Visit Recordation Technology, including third-party technologies like Jornaya’s LeadiD, to memorialize site visits. Important Information:
Loan Till Payday Online
Loan Till Payday Online is a finance-focused business located in the heart of Elmira, NY, at 110 N Main St. Specializing in connecting individuals with financial service providers, our primary goal is to assist consumers in finding short-term financial solutions tailored to their needs. Our services are purely administrative, often referred to as "lead generation," and are provided at no cost to the consumer.
Loan Till Payday Online
Loan Till Payday Online, located at 1608 Pine Ave in Niagara Falls, NY, is a finance service that connects individuals with financial service providers who may be able to assist with their financial needs. As an administrative service offering lead generation, Loan Till Payday Online operates by connecting consumers with lenders and other financial service providers who pay a fee for these connections.
Loan Till Payday Online
Loan Till Payday Online is a finance-focused business located in Watertown, NY, offering administrative services to connect consumers with financial service providers. Please note that the owner of this website is not a lender and does not engage in any lender-related activities. Instead, the business functions as a lead generation service, helping individuals find potential lenders.
Loan Till Payday Online
Loan Till Payday Online is a finance service provider located at 140 Washington St, Binghamton, NY. Specializing in connecting consumers with financial service providers, Loan Till Payday Online offers a platform for individuals to find potential lending solutions tailored to their needs. It’s important to note that the company itself is not a lender and does not directly engage in loan applications or credit decisions. Instead, it serves as a lead generation service that matches consumers with a network of lenders.
Dark Too Light
Welcome to Dark Too Light, your premier destination for comprehensive financial services, expert general contracting, and top-quality home goods in Chadwicks, New York. Conveniently located at 3316 School Street, we are dedicated to transforming your visions into reality, whether you're looking to manage your finances, embark on a home improvement project, or find the perfect items to enhance your living space. At Dark Too Light, we pride ourselves on offering personalized financial solutions tailored to meet your unique needs. Our experienced professionals are here to guide you through every step of the process, ensuring your financial goals are achieved with confidence and clarity.
Owego Massage Nook, Sarah C Misson, LMT
Welcome to Owego Massage Nook, where healing begins from within. Located at 217 Main Street, Owego, New York, our practice is dedicated to helping you heal your pain, release your trauma, and align your body's systems for optimal well-being. Under the expert guidance of Sarah C. Misson, LMT, we offer a unique approach to health that goes beyond traditional massage therapy. Are you experiencing symptoms such as anxiety, chronic pain, fatigue, backache, inflammation, or challenges in relationships and finances? These issues can often stem from trapped emotions and past traumas that reside in your subconscious mind. At Owego Massage Nook, we focus on releasing these trapped emotions to promote healing on physical, mental, and emotional levels.
Ripley Town Assessor
Welcome to Ripley Town Assessor, your trusted partner in accounting, finance, and local government services. Conveniently located at 1 Park Avenue, Ripley, New York 14775, our office is dedicated to serving the community with professionalism and integrity. As a vital part of Ripley's local government, we specialize in property assessments, tax evaluations, and financial advisory services tailored to meet the needs of our residents and businesses. Our team of experienced professionals is committed to providing accurate and timely assessments, ensuring transparency and fairness in all our dealings. Whether you're a homeowner seeking clarity on property taxes or a business owner navigating financial regulations, Ripley Town Assessor is here to assist you with expert guidance and personalized service.
Candor Town Assessor
Welcome to Candor Town Assessor, your trusted partner in accounting, finance, and local government services in Candor, New York. Conveniently located at 101 Owego Road, Candor, NY 13743, our office is dedicated to providing the community with accurate and reliable property assessments and financial guidance. At Candor Town Assessor, we specialize in evaluating property values for tax purposes, ensuring fairness and transparency in the local taxation process. Our experienced team is committed to serving the residents of Candor with integrity and professionalism, offering expert advice and assistance in understanding property assessments and navigating financial matters related to local government.
CollisionServicesNetwork.com
Welcome to Collision Services Network (C.S.N.), your trusted partner in navigating the complexities of car repair and insurance claims. Located at 140 Adams Way, Sayville, New York, our mission is to empower you with knowledge and support you through the often-confusing world of auto insurance and collision repair. At C.S.N., we understand the challenges that come with dealing with auto accidents and insurance companies. That's why we've created an exclusive white paper to guide you through what you need to know before contacting your insurance provider. Our goal is to simplify your experience by providing clear, concise information and connecting you with skilled personal injury attorneys who will advocate for your rights and help you secure the compensation you deserve.
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