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TOP 30 Efficient resource allocation in New York, NY
13 results found
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Allocation Resource Group
Allocation Resource Group is a leading finance institution located at 2 International Drive in Rye Brook, New York, United States. We specialize in providing expert financial allocation services to individuals, businesses, and organizations. Our team of experienced professionals work closely with clients to develop customized investment strategies that align with their financial goals and objectives. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, Allocation Resource Group is here to help. Contact us today to learn more about how we can assist you in achieving financial success.
Resources Unlimited
Resources Unlimited is a leading health institution located at 63 Broad Street in Plattsburgh, New York. We offer a wide range of resources and services to promote health and well-being in the community. Our dedicated team of professionals is committed to providing unlimited support and assistance to help individuals achieve their health goals. Whether you are looking for information, guidance, or access to specialized healthcare services, Resources Unlimited is here to help you every step of the way. Visit us today and discover the unlimited possibilities for improving your health and quality of life.
The Portfolio Strategy Group
The Portfolio Strategy Group is a leading finance institution located at 50 Main Street in White Plains, New York, United States. Our team of experts specializes in creating customized investment portfolios tailored to meet the unique financial goals and risk tolerances of our clients. With a focus on strategic asset allocation and risk management, we strive to maximize returns while minimizing volatility. Whether you are an individual investor looking to grow your wealth or a business seeking to optimize your financial resources, The Portfolio Strategy Group is here to help you achieve your financial objectives. Contact us today to schedule a consultation and learn more about how we can assist you in reaching your financial goals.
Merchant Investment Management
Merchant Investment Management is a finance institution located at 600 Madison Avenue in New York, United States. We specialize in being a strategic and capital partner to successful financial services companies led by founders and entrepreneurs who are focused on growth. Our approach is straightforward, centered around people, and aimed at long-term success, ensuring true alignment with our partners. Since our establishment in 2016, Merchant has collaborated with top-tier wealth management firms and service providers, utilizing our team and capital to drive growth, operational efficiency, and new opportunities. We make equity investments as a supportive growth partner, without seeking control, to assist like-minded owner-operators in scaling their businesses effectively. With our permanent capital, we are fully committed to pursuing all avenues of growth.
Merrill Lynch Financial Advisor Jayson M Tanzman
Merrill Lynch Financial Advisor Jayson M Tanzman is a seasoned professional with 21 years of experience in helping individuals, families, and organizations achieve their financial goals. Located at 69 State Street, Albany, New York, United States, Jayson is committed to providing personalized financial analysis and planning to address the unique needs of each client. As a Senior Vice President and Senior Financial Advisor, he holds the Chartered Retirement Planning Counselor (CRPC) and Certified Plan Fiduciary Advisor® designations. Jayson's community involvement includes serving on the board of the Berkshire Humane Society and being a member of the Rotary Club of Pittsfield for 25 years. He believes in building long-term relationships with clients through thoughtful conversations and tailored financial solutions. With access to the resources of Merrill and Bank of America, Jayson works to develop strategies that align with clients' goals and priorities, helping them navigate through life's changes and market fluctuations. By focusing on what matters most to each individual, Jayson aims to help clients achieve their financial aspirations and secure their financial future.
Law Department
The Law Department at 43 Durkee Street in Plattsburgh, New York, is a vital local government office that provides legal services and advice to the community. Our team of experienced lawyers is dedicated to upholding the law and ensuring justice is served. Whether you need assistance with civil matters, criminal cases, or other legal issues, our department is here to help. Trust us to provide professional and reliable legal support for all your needs.
Merrill Lynch Financial Advisor J Scott Freeman
Merrill Lynch Financial Advisor J Scott Freeman is a finance institution located at 2 Court Street, Binghamton, New York, United States. J. Scott Freeman, the Senior Vice President, Wealth Management Advisor, has over 30 years of experience providing financial and wealth management advice. He holds professional designations such as Certified Investment Management Analyst, CIMA®, Chartered Retirement Planning Counselor, CRPC, and Certified Plan Fiduciary Advisor, CPFA. Scott leads the Consulting Services practice for Freeman & Associates, focusing on money management and asset allocation, particularly for retirement plans for small and mid-sized businesses. The institution follows the Merrill tradition of community involvement and offers Merrill Personal Wealth Analysis™ to help clients build personalized financial plans. The team, supported by the global resources of Merrill, is dedicated to building strong client relationships based on trust and personalized service. The institution believes in a client-focused approach, starting with a conversation to understand and prioritize the goals of each individual. The team utilizes the Investment Personality Assessment to customize financial approaches based on the client's preferences and goals. The institution is committed to helping clients manage, grow, and preserve their wealth while addressing their financial needs. With access to investment insights from Merrill and banking solutions from Bank of America, the team works with clients to develop personalized plans to achieve their financial goals. The institution values ongoing communication with clients to review progress and make adjustments to the financial approach as needed. Clients can expect a dedicated one-on-one relationship with Merrill Lynch Wealth Management Advisors focused on helping them pursue their goals.
Cetera Investors
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.
Arlington Central School District Business Office
The Arlington Central School District Business Office is located at 144 Todd Hill Road in Lagrangeville, New York. This institution serves as the administrative hub for the Arlington Central School District. It manages the financial operations of the district, including budgeting, payroll, purchasing, and accounting. The Business Office is responsible for ensuring that the district's financial resources are allocated efficiently and effectively to support the education and well-being of students. It plays a crucial role in the smooth functioning of the school district, helping to ensure that resources are used wisely to benefit the entire school community.
Michael Lapierre
Michael Lapierre is a reputable health institution located at 39 South Gordon Street in Gouverneur, New York, United States. Specializing in physiotherapy, Michael Lapierre offers top-notch services aimed at improving the physical well-being of their clients. With a team of experienced and dedicated physiotherapists, the institution provides personalized treatment plans to address a wide range of issues, from sports injuries to chronic pain management. Patients can expect a warm and welcoming environment, where their health and recovery are the top priorities.
Ark Veterinary Hospital & Urgent Care
Ark Veterinary Hospital & Urgent Care, located at 35 Finn Road in Henrietta, New York, has been serving the dogs, cats, and exotic pets of the area since 2018. While they are not currently accepting new clients for wellness care, they provide a full spectrum of high-quality veterinary services for existing clients. The friendly and compassionate staff at Ark Veterinary Hospital are dedicated to providing professional and personalized care for your beloved pets. With access to premium modern veterinary diagnostic equipment, such as an in-house laboratory, digital x-ray machine, dental digital radiography, ultrasounds, and FAST/TFAST scanning, the hospital can accurately diagnose your pet's condition quickly and with minimal stress. The doctors and staff treat your pet like family, ensuring they are in the best hands possible.
Cetera Investors
Cetera Investors is a finance institution located at 43 British American Boulevard in Latham, New York, United States. With 43 fully staffed and equipped branch offices, Cetera Investors offers financial advisors the opportunity to create a strong presence in their local community while maintaining ownership of their book and independence. The institution helps advisors identify areas with growth potential, provides resources and best practices, and sends qualified client leads directly to their inbox. Cetera Investors offers support for succession planning, marketing presence, advertising, client engagement, and regulatory compliance. Advisors can benefit from a unified advisory platform, mentorship, administrative support, and practice-management assistance. The institution also provides financial planning tools, asset-allocation guidance, ready-made portfolios, and legal and tax specialists to meet clients' needs.
Cetera Investors
Cetera Investors is a finance institution located at 255 Woodcliff Drive in Fairport, New York, United States. With 43 fully staffed and equipped branch offices, Cetera Investors offers financial advisors the opportunity to have a strong presence in their local community while still maintaining ownership of their book and independence. The institution helps advisors identify areas with growth potential, provides resources and best practices to support their business, and sends high-intent, screened client leads directly to their inbox. Cetera Investors also assists with succession planning, marketing presence, client engagement, and practice management.
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