The 30 Best Educational advisory services in New York
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SCORE
SCORE is a finance institution located at 200 Rt 300, Woodbury, New York, United States. We offer free and confidential one-on-one business counseling through phone, email, and in-person meetings in the Mid-Hudson Valley area. Our workshops cater to both start-up entrepreneurs and seasoned small business owners. At SCORE, we believe that everyone has the potential to start and manage a successful small business, but we understand that the journey may be more challenging for some individuals. We provide specialized resources and mentoring approaches to meet the diverse needs of our clients.
Harlem Entrepreneurial Fund
The Harlem Entrepreneurial Fund (HEF) is a finance institution located at 361 West 125th Street, New York, New York, United States. We are dedicated to ensuring the success of minority and women-owned businesses through capital and technical assistance. Our community lender provides affordable loans ranging from $500 to $250,000 to businesses in various industries. We offer financial coaching, credit builder loans, small business loans, and microloans to help businesses start up and expand. Our partnership with organizations such as the Small Business Administration and NYC Small Business Services allows us to support a growing number of businesses in our community. We believe that entrepreneurship is a powerful tool that can create jobs, close the opportunity gap, and transform communities. Our programs like Opportunity for Growth and Growth Path provide business education and advisory services to accelerate the growth of minority and women-owned businesses. Join us in our mission to support and empower businesses in Harlem and surrounding areas.
HMG
HMG is a renowned institution located at 2579 New York 23 in Hillsdale, New York, United States. With a strong reputation for academic excellence and a commitment to student success, HMG offers a wide range of programs and services to support the educational needs of its diverse student body. The institution prides itself on providing a supportive and inclusive learning environment, where students can thrive and reach their full potential. Whether you are looking to further your education or pursue a new career path, HMG is dedicated to helping you achieve your goals.
Dr. Andrew Gordy, PhD
Dr. Andrew Gordy, PhD is a reputable health institution located at 83 South Bedford Road in Mount Kisco, New York, United States. Led by the esteemed Dr. Andrew Gordy, who holds a PhD in the field, this institution is dedicated to providing top-quality healthcare services to its patients. With a focus on personalized care and cutting-edge medical treatments, Dr. Andrew Gordy, PhD is committed to helping individuals achieve and maintain optimal health and well-being. Whether you are in need of routine check-ups, specialized treatments, or preventative care, you can trust the experienced team at Dr. Andrew Gordy, PhD to provide you with the highest level of care.
Jeffrey Vacirca
Jeffrey Vacirca, MD, FACP, is a highly respected cancer physician and leader in the field of oncology. As the CEO and Chairman of the Board of New York Cancer & Blood Specialists (NYCBS), Dr. Vacirca has led the practice through a period of incredible growth and transformation. With a commitment to community oncology, NYCBS now serves nearly a million patients a year across more than 30 locations and 35 hospital affiliations. Dr. Vacirca is a passionate advocate for cancer patients, working to ensure access to quality care for all individuals. He has been involved in various organizations and companies focused on legislative advocacy for the cost of cancer care and access, including the Community Oncology Alliance (COA) and OneOncology.
Robert Amler, MD, MBA
Robert Amler, MD, MBA is a renowned healthcare institution located in Hawthorne, New York, United States. Dr. Amler is a highly qualified doctor with expertise in various areas of medicine and holds a Master of Business Administration degree, ensuring a comprehensive approach to healthcare. Patients can expect top-notch medical care and personalized treatment plans at this esteemed institution.
Chatham LP
Chatham LP is a well-established institution located at 18 School Street in Chatham, New York, United States. This institution is known for its commitment to providing high-quality education and resources to its students. With a focus on academic excellence and personal growth, Chatham LP offers a diverse range of programs and services to cater to the needs of its students. The institution prides itself on its experienced faculty, state-of-the-art facilities, and supportive learning environment. Whether you are looking to further your education or enhance your skills, Chatham LP is the perfect place to achieve your goals.
Cambridge BDC
Cambridge BDC is a prestigious institution located at 6 Cambridge Woods Lane in Cambridge, New York, United States. Known for its rigorous academic programs and innovative teaching methods, Cambridge BDC offers a diverse range of courses and programs to help students excel in their chosen fields. With a strong focus on research and practical application, students at Cambridge BDC receive a well-rounded education that prepares them for success in the competitive global marketplace. The institution's state-of-the-art facilities and experienced faculty create a dynamic learning environment where students can thrive and reach their full potential. Whether you are looking to further your education or enhance your career prospects, Cambridge BDC is the ideal place to achieve your goals.
Jennifer Ludwig - RBC Wealth Management Financial Advisor
Jennifer Ludwig - RBC Wealth Management Financial Advisor is a trusted financial institution located at 455 Patroon Creek Boulevard in Albany, New York. As a dedicated financial advisor, Jennifer Ludwig provides personalized wealth management services to help clients achieve their financial goals. With a focus on building strong relationships and offering expert financial guidance, clients can feel confident in their financial decisions. Whether you are planning for retirement, saving for education, or investing for the future, Jennifer Ludwig is committed to helping you navigate the complexities of the financial world. Contact Jennifer Ludwig - RBC Wealth Management Financial Advisor today to schedule a consultation and take the first step towards securing your financial future.
Atlas Private Wealth Management, LLC
Atlas Private Wealth Management, LLC is a finance institution located at 3 Atrium Drive in Albany, New York, United States. Our mission is to build successful, long-term professional relationships with our clients based on mutual trust, effective communication, and a shared commitment to the financial planning process. We offer a comprehensive, personalized approach aimed at enhancing the quality of life for each client, regardless of where they are in life’s journey. Whether you are a young couple starting a family, a retired couple living off savings, or anywhere in between, we are here to help you navigate financial concerns such as student loans, investing, retirement planning, estate planning, and more. Our Senior Vice President Director of Retirement Services is dedicated to helping you envision the retirement you desire and understand how factors like taxes, social security benefits, and healthcare costs can impact your financial future.
Goldman Sachs Ayco Personal Financial Management
Goldman Sachs Ayco Personal Financial Management is a finance institution located at 100 Coliseum Drive in Cohoes, New York, United States. They offer personalized financial management services to help individuals and families achieve their financial goals. With a focus on wealth management, investment planning, and retirement strategies, Goldman Sachs Ayco Personal Financial Management provides expert guidance and tailored solutions to help clients secure their financial futures. Their team of experienced professionals is dedicated to delivering top-notch service and support to ensure their clients' financial success.
Merrill Lynch Financial Advisor Michael Barnes
Merrill Lynch Financial Advisor Michael Barnes, located at 69 State Street, Albany, New York, United States, is dedicated to helping clients manage their wealth through personalized wealth management strategies. With a deep understanding of clients' financial goals and priorities, Michael Barnes offers access to investment insights from Merrill and banking solutions from Bank of America. By participating in the community and volunteering with local organizations, Michael Barnes builds strong relationships with clients and understands their evolving needs. Through the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, clients receive tailored financial plans that align with their aspirations and values. Whether planning for retirement, education, or legacy, Michael Barnes works closely with clients to implement strategies that help them achieve their goals. With a focus on ongoing communication and adjustments to financial approaches, Michael Barnes ensures that clients stay on track to financial success. As a registered advisor in multiple states, Michael Barnes offers personalized investment strategies and comprehensive financial solutions to help clients live their best financial life.
Merrill Lynch Financial Advisor Sean A Moloney
Merrill Lynch Financial Advisor Sean A Moloney, located at 26 Century Hill Drive in Latham, New York, is dedicated to helping clients achieve their financial goals. With 85 years of combined financial services experience, the team at The Moloney - Leonard Group places clients at the center of the wealth management process. As Merrill advisors, they focus on developing a customized financial approach for each client, putting their needs and goals above market trends. The team is committed to understanding each client's unique concerns, priorities, and financial resources, meeting with them regularly to ensure progress towards their goals. By utilizing the Investment Personality Assessment and Merrill Personal Wealth Analysis™, the team can create personalized plans that reflect each client's individual needs and objectives. With access to the global resources of Merrill and personalized service, clients can trust in the team's expertise and commitment to helping them achieve financial success. Whether planning for retirement, saving for a home, or funding education, clients can rely on the team to provide thoughtful investment guidance aligned with their goals. The team is dedicated to building strong client relationships based on trust and personalized service, helping clients navigate through market fluctuations and changes in their lives. With a focus on understanding each client personally, the team at Merrill Lynch Financial Advisor Sean A Moloney is committed to helping clients achieve their financial goals and live their best financial life.
Lincoln Investment Planning
Lincoln Investment Planning, located at 1 Mansion Street in Coxsackie, New York, is a leading finance institution that empowers advisors to offer quality investment, insurance, and retirement products to help clients achieve their long-term financial goals. With a long-standing partnership with BNY Mellon’s Pershing and access to Pershing X’s Wove wealth management platform, our advisors have the tools and support they need to succeed in the competitive industry. For educators and non-profit employees, we specialize in helping them add a 403(b) tax-sheltered account to their retirement savings strategy. With 55 years of experience in 403(b) plans, we assist savers in becoming investors and ensuring financial well-being is achievable for all.
Smart Capital Management LLC
Smart Capital Management LLC is a finance institution located at 26 Freleigh Place, Coxsackie, New York, United States. Our President and CEO, Stephen A. Simmons, along with his partner Mary Anne Simmons, CPA, MBA, have over 24 years of experience working with successful educators and their families. We specialize in helping individuals and couples transition to a better future through our unique SMART Transition Experience. Our goal is to help clients focus on what matters most to them personally, professionally, and financially. We offer advisory services through Lincoln Investment and Capital Analysts, and securities through Lincoln Investment, Member FINRA/SIPC. To learn more about our services or schedule a complimentary meeting, contact us via email or phone. SMART = Save Money And Reduce Taxes, and we strive to help our clients achieve their financial goals while minimizing taxes. Please note that tax, legal, or Social Security claiming advice is not offered through Lincoln Investment or Capital Analysts. Our site is intended for information purposes and is not a solicitation for securities products or investment advisory services outside the United States. We are registered with the U.S. Securities Exchange Commission and operate as an independent, non-affiliated firm. Contact us to learn more about how we can help you plan for a better financial future.
Planning Matters LLC
Planning Matters LLC is a finance institution located at 999 New York 146 in New York, United States. We specialize in providing expert financial planning services to help individuals and businesses achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized solutions that are tailored to meet the unique needs of each client. Whether you are looking to save for retirement, invest in the stock market, or plan for your child's education, Planning Matters LLC is here to help you navigate the complexities of the financial world. Contact us today to schedule a consultation and take the first step towards securing your financial future.
Edward Jones - Financial Advisor: Philip J Loftus
Edward Jones - Financial Advisor: Philip J Loftus is a trusted financial institution located at 15 Dardess Drive in Chatham, New York. As a dedicated finance professional, Philip J Loftus offers personalized investment advice and financial planning services to help clients achieve their financial goals. Whether you are looking to save for retirement, invest for the future, or plan for your children's education, Philip J Loftus can provide expert guidance and support. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Philip J Loftus is committed to helping clients secure their financial future.
Merrill Lynch Financial Advisor William T Hazelton
Merrill Lynch Financial Advisor William T Hazelton, located at 69 State Street, Albany, New York, United States, offers personalized financial services supported by the global resources of Merrill. Their team of experienced professionals is dedicated to building strong client relationships based on trust and personalized service. By starting with a conversation to understand your goals and priorities, they create a customized financial approach to help you pursue what matters most to you, whether it's planning for retirement, saving for a home, or funding a child's education. With over 70 years of combined experience, their team collaborates with clients to tailor strategies to their specific financial needs and aspirations. Through the Merrill Personal Wealth Analysis™ and ongoing reviews, they help clients stay on track to achieve their goals and adjust their financial approach as life changes. As Merrill Lynch Wealth Management Advisors, they are committed to putting clients first and providing personalized investment strategies to address their individual needs and goals.
Merrill Lynch Financial Advisor Zachary P Haggas
Merrill Lynch Financial Advisor Zachary P Haggas is a finance institution located at 69 State Street, Albany, New York, United States. The H Group, of which Zachary P Haggas is a part, believes in building strong relationships through teamwork and involvement. They provide access to the global investment capabilities of Merrill Lynch and the banking convenience of Bank of America. The institution aims to be your primary source for financial advice and guidance, valuing dedication and diligence at every step of the financial planning process. Their mission is to understand you and what matters most to you, helping you design and implement a personalized plan to pursue your financial goals while managing investment risk. They focus on potential solutions to turn goals into reality, addressing issues such as future healthcare expenses, education costs, business sales, and wealth transfer. The team at Merrill Lynch is committed to building strong client relationships based on trust and personalized service. They offer personalized investment strategies and comprehensive financial solutions to help you achieve your goals. With access to the latest investment insights and tips, they are dedicated to helping you live your best financial life. Remember that investing involves risk, and it's important to consult with legal and tax advisors before making any financial decisions. Merrill Lynch offers a range of brokerage, investment advisory, and financial planning services to meet your needs. Let Merrill Lynch Financial Advisor Zachary P Haggas help you create a financial approach that reflects your unique needs and priorities.
Forum Financial Management, LP
Forum Financial Management, LP is a finance institution located at 132 Mohawk Street in Cohoes, New York. With a reputation for excellence in financial management, Forum Financial Management, LP offers a wide range of services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, the experienced team at Forum Financial Management, LP is dedicated to providing personalized solutions tailored to meet your specific needs. Trustworthy, reliable, and committed to your financial success, Forum Financial Management, LP is the premier choice for all your financial needs in the United States.
Brandon Siebert - TIAA Wealth Management Advisor
Brandon Siebert - TIAA Wealth Management Advisor is a finance institution located at 30 Century Hill Drive in Latham, New York, United States. As a trusted advisor, Brandon Siebert provides personalized wealth management services to help clients achieve their financial goals. With a focus on long-term financial planning and investment strategies, Brandon Siebert offers expert guidance and support to individuals and families looking to build and protect their wealth. Whether you are planning for retirement, saving for education, or growing your assets, Brandon Siebert is dedicated to helping you navigate the complexities of the financial world and make informed decisions for a secure future.
Merrill Lynch Financial Advisor Michael Spiros Lanides
Merrill Lynch Financial Advisor Michael Spiros Lanides, located at 26 Century Hill Drive, Latham, New York, United States, offers access to a wide range of investment solutions from Merrill and banking products from Bank of America. With timely insights on market trends and the global economy, clients can stay on track with their financial goals. By answering a few questions, clients can be matched with advisors best suited to their needs. The institution focuses on understanding each client's unique financial situation and goals to create personalized wealth management strategies. By combining the investment insights of Merrill with the banking solutions of Bank of America, clients can develop flexible strategies to navigate changing market conditions. The team aims to help clients pursue their financial goals while managing investment risk effectively.
Merrill Lynch Financial Advisor Carrie Benson
Merrill Lynch Financial Advisor Carrie Benson is a premier finance institution located at 449 New York 146, New York, United States. Our dedicated team works one-on-one with clients to develop personalized financial strategies tailored to help achieve long-term goals. We take the time to understand each client's unique priorities and financial situation, designing customized strategies to help manage investment risk and pursue personal financial objectives. Life is constantly evolving, and so are your financial needs. Our team is here to provide comprehensive strategies that align with your changing priorities, whether it's transferring wealth to the next generation, pursuing your passions, or staying informed about financial decisions. Through our Investment Personality Assessment and personalized approach, we aim to help clients pursue what matters most to them.
Edward Jones - Financial Advisor: Jeff King
Edward Jones - Financial Advisor: Jeff King is a reputable finance institution located at 1714 U.S. 9 in New York, United States. Jeff King is a trusted financial advisor who provides personalized investment and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and providing expert financial guidance, Edward Jones - Financial Advisor: Jeff King is committed to helping clients secure their financial future. Whether you are looking to plan for retirement, save for your child's education, or grow your investment portfolio, Jeff King is dedicated to providing tailored solutions to meet your unique needs. Contact Edward Jones - Financial Advisor: Jeff King today to start planning for a more secure financial future.
Marshall Associates
Marshall Associates is a leading institution located at 6 Sage Court in New York, United States. With a strong reputation for providing top-notch educational and professional development programs, Marshall Associates offers a wide range of courses and services to help individuals advance their careers and achieve their goals. The institution is known for its experienced faculty, state-of-the-art facilities, and commitment to excellence in education. Whether you are looking to enhance your skills, pursue a new career path, or simply expand your knowledge, Marshall Associates is the place to be. Visit us today and take the first step towards a brighter future.
Rockefeller Institute of Government
The Rockefeller Institute of Government is a prestigious institution located at 411 State Street in Albany, New York. It serves as both a local government office and a school, providing education and research on public policy, governance, and administration. With a focus on improving government practices and promoting effective leadership, the institute offers a range of programs and resources for students, professionals, and policymakers. Through its innovative initiatives and collaborations, the Rockefeller Institute plays a vital role in shaping the future of public service in the United States.
Public Policy Institute
The Public Policy Institute located at 111 Washington Avenue in Albany, New York is a prestigious institution dedicated to research, analysis, and education in the field of public policy. Our team of experts work diligently to provide valuable insights and recommendations on a wide range of policy issues affecting our community and beyond. Through our rigorous research and advocacy efforts, we strive to inform and influence decision-makers at all levels of government. Join us in our mission to shape policies that will have a positive impact on society.
CM Fine Arts
CM Fine Arts is a prestigious institution located at 17 Executive Park Drive in New York, United States. Known for its dedication to excellence in the arts, CM Fine Arts offers a wide range of classes and programs for aspiring artists of all ages and skill levels. From painting and sculpture to photography and mixed media, students can explore their creativity and hone their craft under the guidance of experienced instructors. With a focus on fostering a supportive and inspiring environment, CM Fine Arts is the perfect place to unlock your artistic potential and take your passion for the arts to new heights.
Hewison Aviation
Hewison Aviation is a premier flight school located at 6 Old School Road in Selkirk, New York. Our institution offers top-quality flight training programs for aspiring pilots of all levels, from beginners to advanced. With experienced instructors and state-of-the-art facilities, we provide a safe and comprehensive learning environment for students to achieve their aviation goals. Whether you're looking to earn your private pilot's license or advance your career in aviation, Hewison Aviation is the perfect place to start your journey. Visit us today and take to the skies with confidence!
Hudson River Community Credit Union
Hudson River Community Credit Union, located at 35 Niver Street in Cohoes, New York, is a trusted institution offering a range of financial services including ATM access, banking, and finance options. From youth accounts to IRA savings, they provide competitive rates and minimum balances to suit various life stages. Whether you're in the market for a new or used car, their low-rate loans and flexible terms will help you get behind the wheel. With free online banking services and an app, you can bank on your own schedule. CEO Sue Commanda has been named to the New York State Department of Financial Services State Charter Advisory Board, showcasing the institution's leadership and commitment to excellence. Please note that by accessing certain links, you may be leaving HRCCU's website and entering a third-party site, so be sure to review their privacy and security policies.
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