TOP 30 Finance advisor usa in Hilton, New York

7 results found

Hilton Capital Management, located at 1010 Franklin Avenue in Garden City, New York, is a finance institution offering a variety of investment strategies. Their competitive total return strategy focuses on a balanced portfolio of income-generating securities with reduced risk. They also offer a lower beta, all-equity strategy centered on large- and mid-cap dividend-paying equities and a primarily value-themed small- and mid-cap equity strategy. The institution also provides a passive ETF strategy mirroring the Tactical Income strategy, with fewer positions and a lower initial minimum investment. Hilton Capital Management serves a diverse client base including corporate and public pensions, endowments, foundations, financial advisors, mutual funds, family offices, wealth managers, and individuals nationwide.

Hilton & Powers, CPA's P.C. is a reputable accounting and finance institution located at 5 Paris Road in New Hartford, New York, United States. With a team of experienced certified public accountants, they offer a wide range of services including tax preparation, auditing, financial planning, and consulting. Clients can trust Hilton & Powers to provide accurate and reliable financial solutions to help them achieve their goals.

Upstate Tax Services is a trusted accounting and finance institution located at 2 Quail Run in Hilton, New York, United States. With a team of experienced professionals, they provide a range of tax services to individuals and businesses in the upstate region. Whether you need help with tax preparation, planning, or filing, Upstate Tax Services is committed to providing personalized and reliable assistance to meet your financial needs. Contact them today to schedule a consultation and take control of your taxes.

Mengel Morse and Associates is a finance institution located at 123 Hale Haven Drive in Hilton, New York, United States. Founded in 2017 by Greg Mengel and Bob Morse, who have over 20 years of experience in the industry, our team is dedicated to providing personalized and comprehensive financial advice to clients across 32 states. We believe in helping our clients achieve their financial goals through holistic and meaningful advice that is tailored to their specific needs. Whether you are looking to manage wealth, plan for the future, or protect your assets, we are here to guide you every step of the way.

John Prouty - Thrivent is a finance institution located at 123 Hale Haven Drive, Hilton, New York, United States. Licensing for insurance products can be obtained through the State Insurance Department's website. Thrivent and its financial professionals offer advice and guidance through their Financial Planning Framework, with the option to engage in Dedicated Planning Services for written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products, securities, and investment advisory services through Thrivent Investment Management Inc. Licensed agents and producers at Thrivent provide these services, with only financial advisors credentialed to offer investment advisory services. Visit Thrivent.com or FINRA's Broker Check for more information on their financial advisors and professional designations.

Rossi Rossi & Associates is a reputable accounting and finance firm located at 230 Hilton Avenue in Hempstead, New York. With a team of experienced professionals, we provide a wide range of financial services to individuals and businesses in the United States. Our services include tax preparation, financial planning, bookkeeping, and more. We are committed to providing personalized and reliable assistance to help our clients achieve their financial goals. Contact us today to schedule a consultation and see how we can help you manage your finances effectively.

Roy O'Connell is a reputable accounting and finance institution located at 16 Meadowlands Trail in Hilton, New York, United States. With a team of experienced professionals, Roy O'Connell offers a wide range of financial services to individuals and businesses alike. From tax preparation to financial planning, their expertise and dedication ensure that clients receive top-notch service and expert advice. Whether you are looking to file your taxes or need assistance with managing your finances, Roy O'Connell is the go-to institution for all your accounting and finance needs.