The 30 Best Corporate governance advisors in New York City, New York
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Merrill Lynch Financial Advisor Courtney Moore
Merrill Lynch Financial Advisor Courtney Moore is a prestigious financial institution located at 225 Liberty Street in New York City. With a focus on providing personalized attention to a limited number of clients, Courtney Moore and her team offer customized services supported by the vast resources of a global institution. Specializing in working with institutional clients such as nonprofit organizations, private foundations, cultural institutions, hospitals, healthcare systems, faith-based organizations, and wealthy families, the team at Merrill Lynch Financial Advisor Courtney Moore creates tailored investment programs to support each client's unique mission and financial goals. Led by Courtney Moore, a Certified Financial Planner (CFP®), Certified Investment Management Analyst (CIMA®), Managing Director, Private Wealth Advisor, Global Institutional Consultant, and Retirement Benefit Consultant, the team is dedicated to helping clients achieve financial stability and long-term success. The team also includes Carlos, a relationship management associate known for his customized service and commitment to exceeding clients' expectations.
Nor-West Services Corporation
Nor-West Services Corporation is a leading institution located at 54-03 Grand Avenue in New York, United States. We are dedicated to providing top-notch services to our clients, offering a wide range of solutions to meet their needs. With a team of experienced professionals, we strive to deliver exceptional results and exceed expectations. Our commitment to excellence and customer satisfaction sets us apart from the rest. Visit us today and experience the difference that Nor-West Services Corporation can make for you.
Merrill Lynch Financial Advisor Jeff C Thomas
Merrill Lynch Financial Advisor Jeff C Thomas, located at 474 Fulton Street, New York, United States, offers a holistic approach to achieving client goals through Environmental, Social, and Governance (ESG) Principles and CERTIFIED FINANCIAL PLANNER™ Professional Standards. Specializing in Goals-Based Wealth Management with a focus on ESG Investing, the institution's personalized financial strategies align with client beliefs while aiming to achieve financial objectives. By prioritizing Social Responsibility and incorporating ESG issues into asset allocation models, the institution aims to provide sustainable and impactful investment solutions. With a commitment to community involvement and personalized service, the institution's team of experienced professionals at Merrill Lynch Wealth Management ensures that clients' financial needs and aspirations are met through tailored financial plans. By focusing on client priorities, goals, and values, the institution aims to help clients navigate financial decisions and achieve long-term success. With access to Merrill's investment insights and Bank of America's banking solutions, clients can develop a comprehensive approach to managing, growing, and preserving their wealth. By regularly reviewing and adjusting financial approaches, the institution helps clients stay on track to reach their financial goals. Through a personalized and client-focused approach, Merrill Lynch Financial Advisor Jeff C Thomas strives to help clients achieve their financial aspirations and navigate life's financial complexities.
New York Comm Financial Corporation
New York Comm Financial Corporation is a leading finance institution located at 1034 Ogden Avenue in New York, United States. With a strong focus on providing financial services to the community, this institution offers a wide range of financial products and services to meet the needs of individuals and businesses alike. Whether you are looking for personal banking solutions or assistance with business financing, New York Comm Financial Corporation is dedicated to helping you achieve your financial goals. With a team of experienced professionals and a commitment to exceptional customer service, you can trust New York Comm Financial Corporation to provide you with the personalized financial guidance and support you need.
Fine Advisors
Fine Advisors Inc. is a unique accounting and tax consulting firm located in the heart of New York City. With a dual French/American expertise, our team is dedicated to providing a wide range of solutions to both companies and individuals looking to establish or grow their presence in the US market. Our services include accounting, financial analysis, tax return preparation, and strategic business consulting. Our multicultural team combines European and American professional experiences to offer tailor-made services that cater to the specific needs of our clients. Whether you are already established in the US or planning to expand your business here, Fine Advisors is here to support you every step of the way.
Tri Point Capital Advisors
Tri Point Capital Advisors, located at 17 State Street in New York, is a finance institution specializing in capital markets advisory, corporate consulting, mergers and acquisitions, corporate development, corporate governance, and compliance services. Our clients, both private and public companies primarily from Asia, fall within the "middle market" category with revenues ranging from $5 million to $200 million across various sectors. Led by experienced principals Mark Elenowitz, Mike Boswell, and Lou Taubman, Tri Point offers a full suite of services to assist new and growing companies in navigating the complexities of today's business environment. From concept formation to business plan development, operations, mergers and acquisitions, and private/public financing, our team brings a wealth of expertise and industry connections to every client. We work closely with companies to accelerate their growth and entry into the public markets, providing ongoing corporate development and compliance support. While not a broker dealer or registered investment advisor, we act as a "finder" in certain transactions, introducing clients to potential acquisition candidates without negotiating business combinations. Our fee structure is designed to offer fair returns for our services, leveraging our relationships with outside firms to provide high-quality bundled services at a lower cost. Management members are licensed with Digital Offering, LLC, a licensed broker-dealer, for securities transactions conducted under separate agreements. Additionally, Mr. Elenowitz is a member of Cambria Capital, LLC, where certain securities transactions may also take place.
CFF Global Group Corporation
CFF Global Group Corporation is a leading finance institution located in the heart of New York City at 40 Exchange Place. Our team of experts offers a wide range of financial services to clients both locally and globally. With a strong reputation for excellence and reliability, we strive to provide innovative solutions tailored to meet the unique needs of each client. Whether you are looking for investment advice, wealth management, or corporate finance services, CFF Global Group Corporation is here to help you achieve your financial goals. Contact us today to learn more about how we can assist you in reaching your financial aspirations.
Merrill Lynch Financial Advisor Matthew Murphy
Merrill Lynch Financial Advisor Matthew Murphy is a finance institution located at 114 West 47th Street, New York, New York, United States. Matthew Murphy is an experienced financial advisor with a strong passion for portfolio management and asset allocation. He leverages his extensive knowledge of financial markets to design and implement customized investment management strategies for businesses and endowments. With a focus on maximizing returns, Matthew utilizes a mix of equity, government and corporate debt, and private investments. In collaboration with a dedicated banking team, Matthew offers comprehensive credit solutions to support business growth, operational needs, and international expansion. From credit lines to trade services, his collaborative approach delivers tailored financial solutions to meet the unique requirements of each business.
New York Business Valuation Services
New York Business Valuation Services is a leading institution located at 101 Orchard Way in Camillus, New York, United States. Our team of experienced professionals specializes in providing accurate and reliable business valuation services to clients in the New York area. Whether you are looking to sell your business, determine its worth for tax purposes, or need assistance with a merger or acquisition, our experts are here to help. We pride ourselves on delivering top-notch service and personalized attention to each of our clients. Contact us today to learn more about how we can assist you with all of your business valuation needs.
J C Steel Corporation
Welcome to J C Steel Corporation, your trusted legal partner in Bohemia, New York. Conveniently located at 1229 Lakeland Avenue, our firm is dedicated to providing exceptional legal services tailored to meet the unique needs of our clients. At J C Steel Corporation, we specialize in a broad range of legal areas, ensuring comprehensive support and expert guidance for individuals and businesses alike. Our experienced team of attorneys is committed to delivering personalized attention and strategic solutions to help you navigate the complexities of the legal system. Whether you're facing a personal legal matter or require corporate legal assistance, we prioritize your goals and work diligently to achieve the best possible outcomes.
BSB Accountants & Advisors
Welcome to BSB Accountants & Advisors Located at 158 County Road 39, Southampton, New York, BSB Accountants & Advisors is your trusted partner in accounting and finance. We specialize in helping businesses, from eager start-ups to mature corporations, understand and improve their financial health. Our team is dedicated to ensuring your business excels in key financial aspects like gross profit, liquidity, regularity, and efficiency.
Anthony Hubieral -TD Bank Merchant Solutions Payment Advisor
Welcome to Anthony Hubieral - TD Bank Merchant Solutions Payment Advisor, your trusted partner in financial solutions located at 100 West 125th Street, Manhattan, New York. As a leading provider in the finance sector, we offer more than just payment processing. Our comprehensive suite of services includes apps designed to enhance customer engagement with loyalty rewards, manage your team and payroll, and provide real-time insights into inventory, order tracking, and reporting. Customize your financial strategy with tools like BusinessTrack, which offers in-depth analysis of sales trends, customer segments, spending patterns, and more. Our solutions prioritize security with fully encrypted transactions, cutting-edge software, and hardware monitoring through TransArmorSM. Rest assured that your business is protected with PCI compliant solutions and Data Breach Protection.
Tema Silinsky-Bagdadi -TD Bank Merchant Solutions Payment Advisor
Welcome to Tema Silinsky-Bagdadi - TD Bank Merchant Solutions Payment Advisor, your trusted partner in financial solutions located at 31-04 Ditmars Boulevard, Queens, New York 11105. Specializing in comprehensive payment processing and beyond, we empower businesses with innovative tools designed to enhance customer engagement and streamline operations. Our suite of apps offers unique capabilities such as loyalty rewards, employee and payroll management, real-time inventory tracking, order management, and detailed reporting. Customize your business strategy with BusinessTrack, a powerful tool to monitor sales, identify market trends, and analyze customer segments and spending patterns. Ensure peace of mind with our robust security measures, including fully encrypted transactions and PCI-compliant solutions with TransArmorSM and Data Breach Protection.
Aegis Capital Corporation
Welcome to Aegis Capital Corporation, your trusted partner in financial services since 1984. Located at 42-40 Bell Boulevard, Queens, New York, we are dedicated to helping individuals and institutions preserve wealth and maximize growth through innovative financial solutions. Our expert team works closely with clients to identify and achieve their financial goals, offering personalized and hands-on service. With over $50 billion processed in capital markets transactions, Aegis Capital Corp. stands out with its robust investment banking services, including equity and debt financing, as well as private equity banking. Our seasoned professionals provide strategic advice and financing solutions tailored to a wide range of industries.
Corporate Finance New York
Welcome to Corporate Finance New York, your trusted partner in navigating the complex world of finance. Conveniently located at 347 5th Avenue in the heart of Manhattan, we are dedicated to providing top-tier financial services tailored to meet the unique needs of businesses and individuals alike. Our team of seasoned finance professionals brings a wealth of experience and expertise, ensuring that you receive insightful guidance and innovative solutions for all your financial challenges. Whether you are looking to optimize your corporate finances, manage investments, or seek expert advice on financial planning, Corporate Finance New York is here to help you achieve your financial goals with confidence and clarity. Visit us today and discover how we can empower your financial journey.
Sharlene Faison -TD Bank Merchant Solutions Payment Advisor
Welcome to Sharlene Faison - TD Bank Merchant Solutions Payment Advisor, your trusted partner in financial solutions located at 269 5th Avenue, Brooklyn, New York 11215. Specializing in comprehensive finance services, we offer more than just payment processing. Our suite of innovative apps is designed to engage your customers through loyalty rewards, efficiently manage employees and payroll, and provide real-time insights into inventory, order tracking, and reporting. Customize your business solutions with our advanced tools like BusinessTrack, which helps you track sales, identify trends, and generate detailed reports on customer segments and spending patterns. We prioritize your security with fully encrypted transactions and PCI-compliant solutions, including Data Breach Protection, ensuring your business remains safe and secure.
Duah Mohamed -TD Bank Merchant Solutions Payment Advisor
Welcome to Duah Mohamed - TD Bank Merchant Solutions Payment Advisor, your trusted partner in navigating the complex world of payment processing and financial solutions. Conveniently located at 1122-1126 Kings Highway, Brooklyn, New York 11229, we specialize in providing comprehensive financial services tailored to meet the unique needs of your business. At TD Bank Merchant Solutions, we believe that payment processing is just the beginning. Our suite of innovative applications is designed to engage your customers with loyalty rewards, streamline employee and payroll management, and offer real-time inventory and order tracking. Customize your financial strategy with tools like BusinessTrack, which helps you track sales, identify emerging trends, and gain insights into customer segments and spending patterns.
Efrain Santiago -TD Bank Merchant Solutions Payment Advisor
Welcome to Efrain Santiago - TD Bank Merchant Solutions Payment Advisor, your trusted partner in advanced financial solutions located at 929 Huguenot Avenue, Staten Island, New York 10312. Specializing in comprehensive payment processing and merchant services, we are committed to empowering your business with cutting-edge tools designed to enhance customer engagement and streamline operations. Our offerings extend beyond traditional payment processing. With TD Bank Merchant Solutions, you can access innovative apps that help manage employee payroll, track inventory in real-time, and engage customers with loyalty rewards. Customize your experience with BusinessTrack, a tool that provides valuable insights into sales trends, customer segments, and spending patterns.
Vittorio Filannino -TD Bank Merchant Solutions Payment Advisor
Welcome to Vittorio Filannino - TD Bank Merchant Solutions Payment Advisor, your trusted partner in financial solutions located at 474 Portion Road, Lake Ronkonkoma, New York. Specializing in comprehensive payment processing and merchant services, we offer more than just transaction handling. Our solutions are designed to enhance your business operations with apps that engage customers through loyalty rewards, manage employees and payroll, and provide real-time inventory, order tracking, and reporting. Our customizable tools, such as BusinessTrack, help you track sales, identify trends, and report on customer segments and spending patterns. We prioritize security with fully encrypted transactions and software and hardware monitoring through TransArmorSM, along with PCI-compliant solutions featuring Data Breach Protection to keep your business and customer data safe.
Merrill Lynch Financial Advisor Michael T Lagnese
Welcome to the office of Merrill Lynch Financial Advisor Michael T. Lagnese, located at 450 Old Country Road, Riverhead, New York. We are dedicated to helping you navigate your financial journey with confidence and clarity. Our team, supported by the global resources of Merrill, is composed of talented and experienced professionals committed to building strong relationships based on trust and personalized service. At Merrill Lynch Wealth Management, we focus on what matters most to you—your family, goals, and priorities—as they evolve over the years. Our mission is to understand your unique financial situation, enabling us to design and implement a personalized plan to help you pursue your financial goals while managing investment risk.
Merrill Lynch Financial Advisor Harry L Hackett
Welcome to Merrill Lynch Financial Advisor Harry L Hackett, your trusted partner in financial planning and wealth management located at 57 Hampton Road, Southampton, New York. Our mission is to be your primary source for financial advice and guidance, offering personalized strategies to help you navigate the complexities of the financial world. At the Hackett Group, we believe in building strong relationships through teamwork and client involvement. Our dedicated team of advisors and wealth management client associates work closely with you to understand your unique financial situation, goals, and priorities. With access to the global investment capabilities of Merrill and the banking convenience of Bank of America, we provide comprehensive solutions tailored to your needs.
Merrill Lynch Financial Advisor Michael Gray
Welcome to Merrill Lynch Financial Advisor Michael Gray, located at 57 Hampton Road, Southampton, New York. As a dedicated financial advisor, Michael Gray offers a comprehensive suite of investment solutions through Merrill and banking products from Bank of America. Our mission is to build and preserve wealth for our clients by understanding their unique financial goals and providing personalized, high-quality investment advice. At Merrill Lynch, we focus on creating tailored financial strategies that align with your risk tolerance, time horizon, and liquidity needs. By leveraging our deep knowledge and experience, we aim to help you navigate the complexities of the financial markets and make informed decisions that can shape a prosperous future for you and your family.
Utica City Corporation Counsel
Welcome to the Utica City Corporation Counsel's Office, your trusted partner in legal matters for the City of Utica. Located at 1 Kennedy Plaza, Utica, New York 13502, our office serves as the legal advisor to the city's government, ensuring that all municipal operations are conducted within the legal framework. Our experienced team is dedicated to providing comprehensive legal support to various city departments, handling everything from drafting legislation and contracts to representing the city in legal proceedings. We are committed to upholding the highest standards of integrity and professionalism, working tirelessly to protect and advance the interests of our community. Visit us to learn more about our services and how we contribute to the city's governance and legal compliance.
Pentegra Retirement Services
Pentegra Retirement Services is a leading financial institution located at 231 Clapp Hill Road in Lagrangeville, New York. Specializing in retirement services, Pentegra offers a wide range of financial solutions to help individuals and businesses plan for their future. With a team of experienced professionals, Pentegra provides personalized guidance and innovative strategies to help clients achieve their retirement goals. Whether you are looking to invest for the future or need assistance with retirement planning, Pentegra Retirement Services is dedicated to helping you secure a stable financial future.
Hart Vida & Partners
Hart Vida & Partners is a prestigious accounting and finance institution located at 400 Columbus Avenue in Valhalla, New York, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. With a focus on accuracy, integrity, and client satisfaction, we strive to help our clients achieve their financial goals. Whether you need assistance with tax preparation, financial planning, or accounting services, Hart Vida & Partners is here to help. Contact us today to learn more about how we can support your financial needs.
Lavin & Associates
Lavin & Associates is a leading accounting and finance institution located at 50 Main Street in White Plains, New York. With a team of experienced professionals, we provide a wide range of financial services to individuals and businesses. Our services include tax preparation, bookkeeping, financial planning, and more. We pride ourselves on delivering personalized and high-quality solutions to meet our clients' needs. Contact us today to learn more about how we can help you achieve your financial goals.
Messner Reeves LLP
Messner Reeves LLP is a law firm located at 4950 New York 22, Amenia, New York, United States. We specialize in providing comprehensive estate planning services for individuals and their families, with a focus on both business and personal needs. Our team works closely with accountants, financial consultants, insurance agents, and other advisors to create estate and tax planning documents that meet our clients' objectives while minimizing costs, delays, and taxes. Our services include corporate taxation, partnership taxation, individual, estate, and trust taxation, tax controversies and litigation, international taxation, not-for-profit and tax-exempt organizations, tax allocations, merger and acquisitions, tax-free reorganizations, liquidations, partnership agreements, operating and limited liability company agreements, federal, state, and local taxations, estate planning, trust administration, estate administration, business succession planning, planning for liquidity events, and structuring closely held businesses.
Capricorn Consulting Services Inc
Capricorn Consulting Services Inc is a leading accounting and finance institution located at 16 Leonard Drive in East Northport, New York. Our team of experienced professionals provides a wide range of financial services to individuals and businesses, including tax preparation, financial planning, and consulting. With a commitment to excellence and personalized service, we strive to help our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how we can help you with your accounting and finance needs.
Salerno & Rothstein
Salerno & Rothstein is a reputable financial institution located at 221 Schultz Hill Road in Pine Plains, New York, United States. With a focus on providing top-notch financial services, Salerno & Rothstein offers a wide range of expertise in investment management, retirement planning, estate planning, and more. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Salerno & Rothstein is committed to providing personalized solutions tailored to your individual needs. Visit their office in Pine Plains today to start your journey towards financial success.
Weil, Gotshal & Manges LLP
Weil, Gotshal & Manges LLP is a prestigious law firm located at 767 5th Avenue in New York, New York, United States. The firm is known for its exceptional legal services and strategic business advice, serving as trusted advisors to clients on their most critical issues. Recent accolades include the passing of Corporate Governance Legend Ira M. Millstein, the recognition of Drew Tulumello as one of "America's Top 200 Lawyers" by Forbes, and Elizabeth S. Weiswasser being named "Intellectual Property Litigator of the Year" at the 2024 Benchmark Litigation U.S. Awards. Annemargaret Connolly was also honored at the DC Appleseed Center for Law and Justice 2024 Gala.
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