Customized investment portfolios in New York

Client Focused Advisors, a member of Royal Alliance Associates, is a leading finance institution located at 191 New York Avenue in Huntington, New York. Our dedicated team of advisors is committed to providing personalized financial solutions tailored to meet the unique needs and goals of each client. With a focus on building long-lasting relationships, we strive to deliver exceptional service and guidance to help our clients achieve financial success. Whether you are planning for retirement, investing for the future, or seeking advice on wealth management, Client Focused Advisors is here to support you every step of the way. Contact us today to schedule a consultation and take the first step towards securing your financial future.

Girard Wealth Management Group of Raymond James, located at 376 Mark Tree Road in Setauket- East Setauket, New York, offers sophisticated wealth management services tailored to meet your individual needs. With a focus on delivering value to clients, our team of experts is dedicated to helping you achieve your financial goals. As a part of the Raymond James network, we have access to a wide range of resources and tools to help you make the most of every investment opportunity. Established in 1962, Raymond James is one of the largest and most respected independent financial services companies in the United States. Girard Wealth Management Group is committed to providing personalized investment advisory services to help you navigate the complexities of the financial world.

Draper Asset Management LLC is a finance institution located at 116 Terry Road in Smithtown, New York, United States. Specializing in asset management, they offer a range of financial services to help clients achieve their investment goals. With a team of experienced professionals, Draper Asset Management LLC provides personalized advice and strategies tailored to each client's unique needs and objectives. Whether you are looking to grow your wealth, save for retirement, or plan for the future, Draper Asset Management LLC is dedicated to helping you reach your financial goals.

The Financial Consulting Group - UBS Financial Services Inc. is a leading financial institution located at 58 South Service Road in Melville, New York, United States. Specializing in finance, the institution offers a wide range of services including financial planning, investment management, and wealth management. With a team of experienced financial advisors, The Financial Consulting Group - UBS Financial Services Inc. provides personalized solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or manage your investments, this institution is dedicated to providing expert guidance and support.

Stratos Wealth Partners, Ltd. is a finance institution located at 88 New York 22 in Pawling, New York, United States. With a focus on providing comprehensive wealth management services, Stratos Wealth Partners prides itself on delivering personalized financial solutions tailored to each client's unique needs and goals. Their team of experienced professionals is dedicated to helping individuals and families achieve financial success and security. Whether you are planning for retirement, investing for the future, or looking to protect your assets, Stratos Wealth Partners is committed to guiding you every step of the way.

Paul Lavelle - Wilmington Advisors @ M&T is a finance institution located at 180 New York 22 in Pawling, New York. With a team of experienced financial advisors, they offer a wide range of services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or estate planning, their experts are dedicated to providing personalized solutions tailored to your specific needs. Trust Paul Lavelle - Wilmington Advisors @ M&T to help you navigate the complex world of finance and secure a brighter financial future.

Stephen Baumgartner is a Financial Advisor at Ameriprise Financial Services, LLC located at 2345 New York 52, Hopewell Junction, New York, United States. He holds various 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 areas of finance including asset management, retirement planning, estate planning, investment management, and more. As a trusted financial advisor, Stephen Baumgartner is dedicated to providing personalized financial advice and guidance to help clients achieve their financial goals.

Shomari Linton - Wilmington Advisors @ M&T is a finance institution located at New York 82, Hopewell Junction, New York, United States. Specializing in financial advising and investment services, our team of experts is dedicated to helping clients achieve their financial goals and secure their futures. With a focus on personalized strategies and top-notch customer service, we strive to provide our clients with the best possible financial solutions. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, Shomari Linton - Wilmington Advisors @ M&T is here to help. Contact us today to schedule a consultation and take the first step towards a brighter financial future.

Lyle Roberts - Prudential Financial is a reputable finance and insurance agency located at 331 Green Haven Road in Poughquag, New York, United States. With a strong commitment to providing top-notch financial services and insurance solutions, our dedicated team of professionals is here to help you navigate through your financial planning needs. Whether you are looking for retirement planning, investment advice, or insurance coverage, Lyle Roberts - Prudential Financial is your trusted partner in achieving your financial goals. Contact us today to learn more about our services and how we can assist you in securing your financial future.

Manning Financial Services is a reputable finance institution located at 12 Clark Heights in Pleasant Valley, New York, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients, including investment advice, retirement planning, and wealth management. With a focus on personalized service and tailored solutions, Manning Financial Services is committed to helping individuals and businesses achieve their financial goals. Contact us today to schedule a consultation and see how we can help you secure your financial future.

Edward Jones - Financial Advisor: Peter S Russell is a reputable finance institution located on Main Street in Pleasant Valley, New York, United States. As a dedicated financial advisor, Peter S Russell provides personalized investment and wealth management services to help clients achieve their financial goals. With a commitment to integrity and professionalism, Edward Jones - Financial Advisor: Peter S Russell is a trusted partner for individuals and families seeking expert financial guidance. Contact us today to schedule a consultation and take control of your financial future.

Vincent T Trovato is a financial advisor at Ameriprise Financial Services, LLC located at 2345 New York 52, Hopewell Junction, New York, United States. With a focus on helping clients achieve their financial goals, Vincent offers personalized financial planning services to address retirement concerns, market fluctuations, and inflation risks. Clients can explore the Retirement InteractiveSM tool to understand potential challenges to their retirement income. Ameriprise Financial Services, LLC provides investment products and advisory services, with a commitment to helping clients build a more secure financial future. Vincent T Trovato is registered with FINRA and may conduct securities business in select states. Clients can schedule a complimentary initial consultation to discuss their financial needs and goals.

Flourish Wealth Advisors is a finance institution located at 2531 New York 52 in Hopewell Junction, New York, United States. Our team of experienced financial advisors is dedicated to helping our clients achieve their financial goals and secure their financial futures. We offer personalized financial planning services tailored to each client's unique needs and objectives. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Flourish Wealth Advisors is here to help you navigate the complexities of the financial world and make informed decisions. Contact us today to schedule a consultation and start building a brighter financial future.

William E Bredthauer is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 2345 New York 52, Hopewell Junction, New York, United States. William E Bredthauer holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in wealth management, estate planning, investment fiduciary practices, and portfolio management. With a focus on providing comprehensive financial planning services, William E Bredthauer is dedicated to helping individuals and small business owners achieve their financial goals. Whether you are looking for retirement planning, estate planning, or investment strategies, William E Bredthauer has the knowledge and expertise to guide you through the complex world of finance. Contact William E Bredthauer today to learn more about how he can help you secure your financial future.

Edward Jones - Financial Advisor: Jeremy W Angevine is a finance institution located at 1133 State Route 55 in Lagrangeville, New York, United States. Jeremy W Angevine is a trusted financial advisor who provides personalized investment advice and financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Jeremy W Angevine is dedicated to helping individuals and families navigate the complexities of the financial world and secure their financial future. Contact Jeremy W Angevine today to schedule a consultation and start planning for a brighter tomorrow.

Edward Jones - Financial Advisor: Chelsea T Hanlon is a reputable finance institution located at 2537 New York 52, Hopewell Junction, New York, United States. Chelsea T Hanlon is a dedicated financial advisor who provides personalized investment strategies and financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Chelsea T Hanlon is committed to helping clients navigate the complexities of the financial world with confidence and peace of mind.

Robert E Feighan - Ameriprise Financial Services, Inc. is a finance institution located at 1342 State Route 55, Lagrangeville, New York, United States. The institution offers a range of financial services and specializes in asset management, retirement planning, estate planning, and investment opportunities for retirees and small business owners. The professionals at Robert E Feighan - Ameriprise Financial Services, Inc. hold various certifications and designations such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating their expertise and commitment to providing top-notch financial advice to their clients. Whether you are looking for assistance with portfolio management, retirement planning, estate planning, or investment management, the team at Robert E Feighan - Ameriprise Financial Services, Inc. is dedicated to helping you achieve your financial goals. Contact them today to learn more about how they can help you plan for a secure financial future.

Located on Edvard Bech Drive in Poughkeepsie, New York, the Financial Services institution offers a wide range of financial aid opportunities to help make a college education at Marist College affordable for all students. The Student Financial Services team is dedicated to providing exceptional customer service and support to students and their families throughout their academic journey. With a strong return on investment, Marist College offers top-tier internship locations, hands-on learning experiences, and a diverse academic environment to prepare students for successful careers post-graduation. The institution boasts high employment and loan repayment rates for its graduates, with 95% of students employed or attending graduate school within six months of graduation, and 98% successfully paying off their student loans. Through a variety of financing options and support services, Marist College aims to help students achieve their academic and career goals, ensuring a bright future beyond graduation.

Harness Wealth is a finance institution located at 32 6th Avenue in New York, United States. They offer a unique platform for tax and financial advice that is tailored to each individual's specific situation. Their advisors have expertise in areas such as company equity, small business, and cryptocurrency, ensuring that clients receive personalized guidance. With Harness Wealth, clients can input their full portfolio, goals, and life milestones into their tools to make informed decisions and find the right services at the right time. The institution prides itself on connecting clients with tax and financial advisors who have experience working with acquisitions, IPOs, stock options, RSUs, and QSBS. Each advisor is personally vetted by Harness Wealth to ensure quality service.

Bantam Inc. is a leading finance institution located at 107 East Meadowbrook Lane in Staatsburg, New York, United States. Specializing in a wide range of financial services, Bantam Inc. offers expert advice and personalized solutions to help clients achieve their financial goals. With a team of experienced professionals and a commitment to excellence, Bantam Inc. is dedicated to providing top-notch service and support to individuals and businesses alike. Whether you are looking to invest, plan for the future, or secure a loan, Bantam Inc. is here to help you every step of the way.

Merrill Lynch Financial Advisor James M Gaughran is a finance institution located at 50 New York 111, Smithtown, New York, United States. Managing your wealth starts with a comprehensive understanding of your financial situation. James Gaughran can assist in creating a flexible strategy tailored to your unique goals and needs, providing access to investment insights from Merrill and banking solutions from Bank of America. With a focus on personalized wealth management strategies, James Gaughran and his team are dedicated to building strong client relationships based on trust and personalized service. As a Registered Senior Wealth Management Client Associate, James Gaughran believes in helping clients pursue their financial goals through thoughtful conversations and customized financial approaches. By utilizing the Merrill Personal Wealth Analysis™ and Investment Personality Assessment tools, James Gaughran can help clients refine their investing preferences and create a plan centered on their aspirations. Through ongoing communication and adjustments to the financial approach, James Gaughran aims to help clients stay on track towards achieving their goals. Whether planning for retirement, saving for a major purchase, or passing wealth to future generations, James Gaughran is committed to helping clients navigate the complexities of the financial markets and make informed decisions. With a focus on understanding each client's unique needs and priorities, James Gaughran offers personalized investment strategies and comprehensive financial solutions to help clients live their best financial life.

Fidelity Asset Management Inc is a renowned finance and insurance agency located at 401 East 60th Street in New York, New York. With a strong reputation for providing top-notch financial services and insurance products, Fidelity Asset Management Inc is dedicated to helping clients achieve their financial goals and protect their assets. Their team of experienced professionals offers personalized investment strategies and insurance solutions to meet the unique needs of each individual or business. Trust Fidelity Asset Management Inc to provide expert guidance and support in managing your finances and securing your future.

Christopher Wolt - TD Wealth Relationship Manager is a finance institution located at 96 Gleneida Avenue in Carmel Hamlet, New York. As a relationship manager at TD Wealth, Christopher Wolt provides personalized financial solutions to help clients achieve their financial goals. With a focus on building strong relationships and understanding each client's unique needs, Christopher Wolt offers expert advice and guidance on investment strategies, retirement planning, and wealth management. Whether you are looking to grow your wealth, plan for the future, or protect your assets, Christopher Wolt is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Seeds Investor is a finance institution located at 43 West 23rd Street in New York, New York, United States. We specialize in connecting investors with promising startups and innovative companies looking for funding opportunities. Our team of experienced professionals provides expert guidance and support to both investors and entrepreneurs, helping them navigate the complex world of investment and finance. With a focus on seed-stage investments, we aim to facilitate growth and success for both parties involved. Join us at Seeds Investor and let us help you plant the seeds for a prosperous future.

Devonshire Holdings Inc is a finance institution located at 2363 Clove Road in Lagrangeville, New York, United States. We specialize in providing a wide range of financial services to individuals and businesses, including investment management, financial planning, and wealth management. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how we can help you reach your financial goals.

Edward Jones - Financial Advisor: Bill Flash is a finance institution located at 317 Clock Tower Commons Drive in Brewster, New York, United States. As a trusted financial advisor, Bill Flash is dedicated to helping clients achieve their financial goals through personalized investment strategies and expert guidance. With a commitment to integrity and excellence, Edward Jones offers a wide range of financial services to individuals and businesses, including retirement planning, wealth management, and investment advice. Visit Bill Flash at Edward Jones for professional and reliable financial assistance.

Donald Seifert is a financial consultant at Ameriprise Financial Services, LLC located at 568 North Main Street in Brewster, New York, United States. With a focus on individual goals and risk tolerance, Donald provides investment, asset allocation, and portfolio recommendations tailored to each client. Regular meetings are scheduled to review progress, update strategies, and track goals. Clients can access their investments and accounts securely from any device. Donald Seifert is registered to conduct securities business in select states and offers complimentary initial consultations to discuss financial planning concepts. Ameriprise Financial Services, LLC, Member FINRA and SIPC, cannot guarantee future financial results. Visit the website for important disclosures and information on privacy and security. Referrals are welcomed, and friends or family members can expect to hear from Donald Seifert soon to discuss their financial goals.

Northwestern Mutual Wealth Management Company, led by Chandresh Shah, is a reputable finance institution located at 50 Main Street in White Plains, New York, United States. With a focus on providing personalized financial planning and wealth management services, the company offers expert guidance to help clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Northwestern Mutual Wealth Management Company is dedicated to helping you secure a stable financial future.

Anthony Stella is a Financial Advisor at Ameriprise Financial Services, LLC located at 48 South Service Road, Melville, New York, United States. Anthony holds various certifications and designations 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®, CFP®, 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®. With expertise in asset management, retirement planning, estate planning, investment strategies, and more, Anthony is dedicated to providing comprehensive financial services to individuals and small business owners.

Northwestern Mutual: John E Jacobs is a finance institution located at the Hudson City Center in Hudson, New York, United States. They provide a range of financial services and products to help individuals and businesses achieve their financial goals. With a focus on long-term planning and personalized solutions, Northwestern Mutual: John E Jacobs is dedicated to helping clients secure their financial future. Their team of experienced professionals is committed to providing expert guidance and support to clients in all aspects of financial planning and investment management.