Engineering financial planning in New York, NY
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Edelman Financial Engines
● ClosedEdelman Financial Engines is a renowned finance institution located at 10 Bank Street in White Plains, New York, United States. With a strong reputation for providing expert financial advice and services, Edelman Financial Engines is committed to helping individuals and families achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, the experienced professionals at Edelman Financial Engines are dedicated to providing personalized solutions tailored to your unique needs. Trust in Edelman Financial Engines to guide you towards a secure financial future.
10 Bank St #1215, White Plains, NY 10606, United States -
Financial Advisory Network
● OpenFinancial Advisory Network is a finance institution located at 6 Old Lane in Scarsdale, New York, United States. Known as "The Firm Engineers Rely On For Their Retirement Planning Needs", our Certified Financial Planner specializes in helping clients smoothly transition from work to retirement. With over 30 years of experience, Robert Leitner, CFP®, RIA, provides expert advice to guide clients towards their financial goals. Services include optimizing Social Security benefits, developing income plans for life, managing retirement distributions, and anticipating healthcare costs. Please consult with a qualified financial adviser and/or tax professional before implementing any strategy, as investments involve risk and are not guaranteed. Visit our website for more information and to learn more about our services.
6 Old Ln, Scarsdale, NY 10583, United States -
Engine by MoneyLion
● ClosedEngine by MoneyLion, located at 50 West 23rd Street in New York, is a finance institution that specializes in acquiring, growing, and monetizing consumers at scale. They offer precision matching and personalization across their network, matching qualified prospects with comprehensive products and valuable insights to enhance their financial journey. With AI-enabled technologies, they can offer the right product to the right person at the right time with just a single line of code or fully white-labeled experiences using their native API. Accessing the largest financial marketplace dataset, Engine by MoneyLion applies custom AI models to drive recommendations, conversions, and monetization. They provide detailed analytics and precise controls for confident business growth. Their enterprise solutions help build brand awareness and acquire high-intent prospects at scale through their consumer marketplace, leveraging omnichannel marketing insights to optimize consumer engagement strategies.
50 W 23rd St, New York, NY 10010, United States -
Edelman Financial Engines
● ClosedEdelman Financial Engines is a leading financial institution located at 28 Corporate Drive in New York, United States. Specializing in finance, they offer a range of services to help individuals and businesses manage their wealth and investments. With a team of experienced financial advisors, Edelman Financial Engines provides personalized financial planning and investment strategies to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Edelman Financial Engines can provide the expertise and guidance you need to secure your financial future.
28 Corporate Dr Suite 101, Clifton Park, NY 12065, United States -
Edelman Financial Engines
● ClosedEdelman Financial Engines is a renowned financial institution located at 406 Forest Avenue in New York, United States. Specializing in finance, they offer a wide range of services to help individuals and businesses manage their wealth and investments effectively. With a team of experienced financial advisors, Edelman Financial Engines is dedicated to providing personalized solutions to meet the unique financial goals of their clients. Whether you are looking to plan for retirement, invest in the stock market, or create a comprehensive financial strategy, Edelman Financial Engines is committed to helping you achieve financial success.
406 Forest Ave, Staten Island, NY 10301, United States -
Edelman Financial Engines
● ClosedEdelman Financial Engines is a leading finance institution located at 5015 Campuswood Drive in East Syracuse, New York. With a strong reputation for providing top-notch financial services, they specialize in helping clients achieve their financial goals through personalized investment strategies and comprehensive financial planning. Their team of experienced financial advisors are dedicated to providing expert guidance and support to help clients navigate the complexities of the financial world and make informed decisions for a secure financial future. Visit Edelman Financial Engines today to see how they can help you reach your financial goals.
5015 Campuswood Dr Suite 201, East Syracuse, NY 13057, United States -
Edelman Financial Engines
● ClosedEdelman Financial Engines is a leading financial institution located at 6500 Sheridan Drive in Amherst, New York, United States. Specializing in finance, they offer a wide range of services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, they provide personalized financial planning, investment management, and retirement planning services. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Edelman Financial Engines is dedicated to providing expert advice and guidance every step of the way.
6500 Sheridan Dr Suite 110, Amherst, NY 14221, United States -
Merrill Lynch Financial Advisor Kenton Gregory Hines
● ClosedMerrill Lynch Financial Advisor Kenton Gregory Hines is a finance institution located at 1241 Pittsford Victor Road, Pittsford, New York, United States. Kenton joined Merrill Lynch Wealth Management and The Hines Group in 2016 as a Financial Advisor, bringing with him a background in engineering, product management, and data analysis. His focus is on developing goals-based financial strategies for new and existing clients, as well as assisting with multigenerational wealth transfer. Kenton holds certifications including CERTIFIED FINANCIAL PLANNER™ practitioner, Certified Plan Fiduciary Advisor®, and Retirement Accredited Financial Advisor. He is dedicated to helping clients achieve their financial goals by providing personalized plans centered on their aspirations. With a commitment to understanding each client's unique needs and priorities, Kenton works to create a financial approach that reflects their personality and helps them navigate market fluctuations. As a Merrill Lynch Wealth Management Advisor, Kenton ensures that clients receive personalized investment strategies and access to comprehensive financial solutions from Bank of America. With a focus on building a strong one-on-one relationship with each client, Kenton is dedicated to helping them achieve their financial objectives.
1241 Pittsford Victor Rd, Pittsford, NY 14534, United States -
Environmental Financial Consulting Group
● ClosedEnvironmental Financial Consulting Group is a leading institution located at 18 East 48th Street in New York, United States. Our mission is to provide a data-driven and strategic edge to Architecture, Engineering, and Consulting (AEC) firms in order to advance innovation, sustainability, and success in the industry. Our Advisory Team works closely with clients to help them work smarter, grow faster, and increase profits. Our services range from traditional Management Consulting functions to Valuations, Capital Flows Models, Sustainability and Tech Advisory, and Peer Benchmarking Analyses.
18 E 48th St # 18, New York, NY 10017, United States -
Edelman Financial Engines
● ClosedEdelman Financial Engines is a leading financial institution located at 340 Madison Avenue in New York, New York. Specializing in finance, they offer a wide range of services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Edelman Financial Engines provides expert advice and personalized solutions to help clients navigate the complexities of the financial world. Whether you are looking to invest, plan for retirement, or manage your wealth, Edelman Financial Engines is dedicated to helping you secure a stable financial future.
340 Madison Ave 22nd floor, New York, NY 10173, United States -
Edelman Financial Engines
● ClosedEdelman Financial Engines is a leading financial institution located at 1130 RXR Plaza in Uniondale, New York, United States. Specializing in finance, they offer a wide range of services to help clients manage their investments and achieve their financial goals. With a team of experienced professionals, Edelman Financial Engines provides personalized advice and guidance to help individuals and businesses make informed decisions about their finances. Whether you are planning for retirement, saving for the future, or looking to grow your wealth, Edelman Financial Engines can help you navigate the complex world of finance with confidence.
1130 RXR Plaza #1130, Uniondale, NY 11556, United States -
Edelman Financial Engines
● ClosedEdelman Financial Engines is a finance institution located at 350 Linden Oaks in Rochester, New York, United States. They specialize in providing comprehensive financial planning and investment management services to help individuals achieve their financial goals. With a team of experienced financial advisors, Edelman Financial Engines offers personalized solutions tailored to each client's unique needs and circumstances. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Edelman Financial Engines can help you navigate the complexities of the financial world and make informed decisions for a secure financial future.
350 Linden Oaks 1st Floor, Rochester, NY 14625, United States -
Claude Bruno's Engineer Fin & Cons
● OpenClaude Bruno's Engineer Fin & Cons is a reputable finance institution located at 11719 Springfield Boulevard in New York, United States. Specializing in providing financial services and consultation, Claude Bruno's Engineer Fin & Cons offers expert advice and assistance to individuals and businesses looking to manage their finances effectively. With a team of experienced professionals, this institution is dedicated to helping clients achieve their financial goals and make informed decisions. Whether you need assistance with investments, budgeting, or financial planning, Claude Bruno's Engineer Fin & Cons is committed to providing top-notch service and support.
11719 Springfield Blvd, Cambria Heights, NY 11411, United States -
Northeastern Operating Engineers Federal Credit Union
● ClosedNortheastern Operating Engineers Federal Credit Union is a trusted financial institution located at 16-16 Whitestone Expressway in New York, United States. As a credit union, we provide a variety of financial services including ATM access for our members. Our institution is dedicated to serving the operating engineers in the Northeastern region, offering competitive rates and personalized banking solutions. Join us today to experience the benefits of being a member of a community-focused credit union.
16-16 Whitestone Expy, College Point, NY 11357, United States -
Bartal Law Life & Legacy Planning
● ClosedWelcome to Bartal Law Life & Legacy Planning Located at 61-43 186th Street, Queens, New York 11365, Bartal Law Life & Legacy Planning is your trusted partner in safeguarding your family's future and preserving your legacy. Led by Daphne Bartal, an experienced Wills & Trusts Attorney, our boutique, women-owned law firm specializes in personalized estate planning services, ensuring your assets and wishes are protected for generations to come.
61-43 186th Street, Queens, New York 11365, United States -
cfX Incorporated
● OpencfX Incorporated is a leading finance institution located at 55 Broadway in the heart of New York City. Specializing in providing innovative financial solutions, cfX Incorporated offers a wide range of services to meet the unique needs of individuals and businesses. With a team of experienced professionals and a commitment to excellence, cfX Incorporated is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking for investment advice, wealth management, or financial planning, cfX Incorporated is your trusted partner in finance.
55 Broadway #2608, New York, NY 10006, United States -
Environmental Studies
● OpenEnvironmental Studies at Stony Brook University in New York provides students with the skills and knowledge necessary to tackle complex environmental issues. Led by Faculty Director Dr. Tara Rider, the program offers a Bachelor of Arts degree with a curriculum that is interdisciplinary, integrating principles from various fields. Students can choose from concentrations such as Conservation Biology/Biological Anthropology, Marine Science, Marine or Terrestrial Ecology, or Environmental Law, Waste Management, and Public Policy. The program also includes opportunities for research, internships, and field studies to gain real-world experience and network with professionals in the field.
Stony Brook, NY 11790, United States -
Streichler Associates Ltd
● OpenStreichler Associates Ltd is a reputable financial consulting firm located at 500 High Point Drive in Hartsdale, New York. With a track record of providing expert financial advice and services to clients, they specialize in wealth management, investment strategies, and retirement planning. Their team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals. Contact Streichler Associates Ltd today to learn more about how they can help you secure your financial future.
500 High Point Dr, Hartsdale, NY 10530, United States -
Brookhaven Agency
● ClosedBrookhaven Agency, located at 100 Oakland Avenue in Port Jefferson, New York, is a reputable insurance agency dedicated to providing personalized and affordable coverage options for both individuals and businesses. Our team of experienced agents takes the time to understand your specific needs in order to create a customized plan that suits you best. We have carefully researched and sourced the best insurance rates available to ensure you receive the coverage you need at a price you can afford. Our agents are committed to guiding you through a seamless claims process from start to finish. Whether you require personal or commercial auto insurance, homeowners insurance, or business insurance, we have a wide range of options to choose from. As an Independent Agency, we represent many reputable companies, allowing us to offer you the best coverage possible. With over 55 years of experience, you can trust Brookhaven Agency to provide you with exceptional service and reliable insurance solutions. Contact us today for a free consultation and let us help you find the perfect insurance plan for your needs.
100 Oakland Ave #1, Port Jefferson, NY 11777, United States -
MMP Capital
● ClosedMMP Capital is a finance institution located at 19 Engineers Lane in Farmingdale, New York, United States. We specialize in providing a wide range of financial services to individuals and businesses, including investment management, wealth planning, and lending solutions. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial futures. Visit us today to learn more about how MMP Capital can help you navigate the complex world of finance.
19 Engineers Ln, Farmingdale, NY 11735, United States -
MY Agency of CNY, Inc
● ClosedMY Agency of CNY, Inc is a reputable insurance agency located at 824 North State Street in Syracuse, New York. We offer a wide range of insurance services to meet the needs of individuals and businesses in the community. Our experienced agents are dedicated to providing personalized and professional service to ensure that our clients have the coverage they need at competitive rates. Contact us today to learn more about how we can help you protect what matters most.
824 N State St, Syracuse, NY 13208, United States -
Met Life
● OpenMetLife is an insurance agency located at 500 Jordan Road in Troy, New York, United States. We are dedicated to providing you with everything you need to protect yourself and your family all in one place. At MetLife, safeguarding your information is our top priority, especially in light of recent social engineering scams targeting customers of financial services companies. We offer a range of insurance products, including Health Savings Accounts (HSAs) that are essential for employee retention and promoting financial health. Our dental network options provide flexibility and cost savings, whether you choose a preferred program or a Dental Health Maintenance Organization (HMO).
500 Jordan Rd, Troy, NY 12180, United States -
MetLife
● OpenMetLife is an insurance agency located at 105 Jordan Road, Troy, New York, United States. We provide everything you need to protect yourself and your family all in one place. Protecting your information is our top priority, especially in light of recent social engineering scams targeting financial services customers. Learn about the importance of Health Savings Accounts (HSAs) and how they can benefit employee retention and financial well-being. Our dental network options include preferred dental programs, Dental Health Maintenance Organizations (HMOs), and programs specifically for Federal government employees. Register online to access and manage your MetLife benefits, including disability insurance and paid leave options to show employee care and support.
105 Jordan Rd, Troy, NY 12180, United States -
Milestone
● ClosedMilestone is a finance institution located at 50 Fountain Plaza in Buffalo, New York. 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 navigate the complexities of the financial market. With a focus on personalized service and tailored solutions, Milestone is committed to being a trusted partner in our clients' financial success.
50 Fountain Plz #1300, Buffalo, NY 14202, United States -
Placentric Digital Marketing
● ClosedPlacentric Digital Marketing, located in Glens Falls, New York, is a leading institution specializing in strategic marketing plan development to increase sales and grow businesses. With a clear and realistic marketing action plan, businesses can confidently stand out in a crowded market, attract and retain more customers, and reach their highest financial goals. Don't waste time and money on 'hit and miss' marketing techniques - let Placentric Digital Marketing show you three ways to increase sales in just 15 minutes. Choose from the Strategic Marketing Bootcamp or Traditional Marketing Plan Development to receive a personalized plan tailored to your business needs.
33 Park Street, Third Floor, Glens Falls, NY 12801, United States -
Macuch Agency LLC
● ClosedLocated at 2507 East Main Street in Endwell, New York, Macuch Agency LLC is your go-to local insurance agency serving both New York and Pennsylvania. With a strong focus on customer service, we offer personalized insurance solutions for both individuals and businesses. Whether you need auto insurance, homeowners insurance, or comprehensive business plans, we have you covered. As a family-owned and operated agency with over 60 years of experience, we have the expertise to design the best insurance option for your specific needs. Our friendly agents are dedicated to providing a superior insurance experience, treating each customer as an individual and considering their unique lifestyle and requirements.
2507 E Main St, Endwell, NY 13760, United States -
G5 Agency
● ClosedG5 Agency is a trusted insurance agency located at 7 Erie Avenue in Narrowsburg, New York, United States. Specializing in providing personalized insurance solutions for small businesses and entrepreneurs, G5 Agency is known for their exceptional customer service and knowledgeable staff. Clients rave about the ease of working with G5, praising their responsiveness and dedication to finding the best policies for their needs. Whether you are a small startup or an established company, G5 Agency is ready to assist with all your insurance needs. Visit them at Suite 202, 7 Erie Ave, and experience the peace of mind that comes with having a reliable insurance agent in your corner.
7 Erie Ave Suite 202, Narrowsburg, NY 12764, United States -
John H. Eschenberg Inc.
● ClosedJohn H. Eschenberg Inc. is a reputable institution located at 3965 New York 17B in Callicoon, New York, United States. This institution is known for its commitment to excellence in providing a wide range of services to its clients. Whether you are in need of financial advice, insurance solutions, or investment services, John H. Eschenberg Inc. is dedicated to helping you achieve your goals. With a team of experienced professionals, you can trust that you are in good hands when you work with this institution. Visit them today to see how they can assist you in reaching your financial objectives.
3965 NY-17B, Callicoon, NY 12723, United States -
Met Life
● OpenMetLife is an insurance agency located at 3189 New York 430 in Bemus Point, New York, United States. We are dedicated to providing all the information you need to protect yourself and your family in one convenient place. At MetLife, safeguarding your information is a top priority, especially in light of recent social engineering scams targeting financial services customers. Discover the importance of Health Savings Accounts (HSAs) for employee retention and financial well-being. Our dental programs offer a range of options, from preferred dental programs with lower costs for in-network providers to Dental Health Maintenance Organizations (HMOs) available in select states.
3189 NY-430, Bemus Point, NY 14712, United States -
Thomson Agency Inc
● ClosedThomson Agency Inc is a reputable insurance agency located at 298 Main Street in Johnson City, New York, United States. With a strong commitment to providing personalized insurance solutions for individuals and businesses, Thomson Agency Inc offers a wide range of insurance products and services to meet the unique needs of their clients. Their team of experienced agents are dedicated to helping customers find the right coverage at competitive rates, ensuring peace of mind and financial protection. Contact Thomson Agency Inc today to discuss your insurance needs and receive expert advice and support.
298 Main St, Johnson City, NY 13790, United States
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