The 30 Best Client management best practices city in Pearl River, New York

Jani Consultancy Inc. is a global institution located in Pearl River, New York, United States. Our team consists of asset managers, referral agents, and investor representatives who work together to enhance coverage and streamline funding pipelines within the USA. With a focus on data analysis, we provide financial expertise and industry knowledge to help technology executives and legal representatives develop competitive strategies. Our services include executing growth plans in various industries, solving challenges in operations management, and improving margin expansion through access to growth capital and debt solutions. The Founder and President of Jani Consultancy, Inc., Bijal Jani, brings over 22 years of experience as an attorney and financial expert to the corporate clientele. Her portfolio includes companies with enterprise values over USD$145 million engaged in joint ventures, mergers, and exit strategy implementation. Additionally, Mr. Jani, with a background in public accounting and financial management, has facilitated over USD$375 million worth of commercial development transactions in the US and has an extensive network within the United States, India, and West Africa.

Cetera Investors is a finance institution located at 1 Blue Hill Plaza, Pearl River, New York, United States. With 43 fully staffed and equipped branch offices, Cetera Investors allows financial advisors to maintain ownership of their book and independence while still benefiting from the resources and best practices provided by the institution. The institution helps advisors identify areas with growth potential, provides local, high-intent client leads, and offers support in succession planning and business equity realization. Advisors can also benefit from multimedia marketing presence, personalized marketing services, and a unified advisory platform for efficiency and scale.

Edie Haughney is a Financial Advisor at Ameriprise Financial Services, LLC located in Pearl River, New York, United States. She 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 her expertise in various areas of finance and wealth management, allowing her to provide comprehensive and specialized financial advice to her clients. With a focus on ethical practices and continuous education, Edie Haughney is dedicated to helping individuals and businesses achieve their financial goals.

ThriveSpace Psychotherapy is a leading mental health institution located at 1 Blue Hill Plaza in Pearl River, New York, United States. Our team of experienced therapists and counselors are dedicated to providing compassionate and personalized care to help individuals thrive in their mental well-being. We offer a wide range of therapy services tailored to meet the unique needs of each client, including individual counseling, group therapy, and specialized treatment programs. At ThriveSpace Psychotherapy, we are committed to helping our clients achieve emotional healing, personal growth, and overall wellness.

Welcome to Holt Construction, located at 50 East Washington Avenue, Pearl River, New York. Established in 1919, we are proud to be one of the country's leading construction management and general contracting firms. As a one-stop resource for all your construction needs, we deliver experienced teams nationwide, ensuring your projects are completed with precision and excellence. At Holt Construction, we partner closely with our clients to bring their visions to life. Our recent projects include the completion of a dynamic event area, bar, and conference space, featuring a new mezzanine level. We specialize in innovative solutions, such as the installation of new Vertical Lift Modules, enhancing our clients' storage capabilities.

Welcome to Platinum Design Build Co, your premier general contractor located in the heart of Pearl River, New York. Situated at 281 South Middletown Road, our company is dedicated to transforming your visions into reality with exceptional craftsmanship and unparalleled attention to detail. At Platinum Design Build Co, we specialize in a wide range of construction and renovation services, tailored to meet the unique needs of both residential and commercial clients. Our team of experienced professionals is committed to delivering high-quality projects on time and within budget, ensuring complete client satisfaction every step of the way.

Welcome to Rachel Gottlieb, LCSW, where compassionate care meets professional expertise. Conveniently located at 67 South Main Street in the heart of Pearl River, New York, our practice is dedicated to supporting your mental health and well-being. As a Licensed Clinical Social Worker, Rachel Gottlieb offers a range of therapeutic services tailored to meet the unique needs of each individual. Whether you're seeking guidance through life's challenges, support for mental health concerns, or a safe space to explore personal growth, our practice is here to help. With a commitment to creating a warm and welcoming environment, Rachel works collaboratively with clients to foster healing and empowerment. Discover a path to a healthier, more fulfilling life at Rachel Gottlieb, LCSW. Contact us today to schedule an appointment and take the first step towards positive change.