TOP 30 Financial consulting partners in New York, New York

3391 results found

Integrated Financial Partners is a leading financial institution located at 16 Mount Ebo Road South in Brewster, New York. Specializing in a wide range of financial services, including investment planning, retirement planning, and wealth management, our team of expert advisors is dedicated to helping clients achieve their financial goals. With a focus on personalized service and tailored solutions, we strive to provide our clients with the tools and resources they need to secure their financial future. Contact us today to schedule a consultation and take the first step towards financial success.

JMT Consulting Group, located at 2200 New York 22, Patterson, New York, United States, has been providing financial optimization services to over 2,000 nonprofits since 1991. They understand the importance of every dollar spent efficiently on operational efficiency to achieve better outcomes for your mission. Specializing in nonprofit organizations, JMT Consulting offers cloud-based financial software solutions that are tailored to the unique needs and budget of each organization. With user-friendly interfaces and powerful reporting capabilities, their software allows nonprofits to track finances, manage funds, and improve control over spending. JMT Consulting also offers services such as implementation, training, and support for best-in-class software solution partners, as well as cloud application hosting for organizations looking to expand their operations. With a focus on helping nonprofits reach their missions, JMT Consulting is a trusted resource in the nonprofit community for all finance needs.

Calderone Financial Services is a reputable finance institution located at 20 Maple Avenue in Armonk, New York. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. Whether you are looking for investment advice, retirement planning, or assistance with taxes, Calderone Financial Services is dedicated to helping you achieve your financial goals. Their personalized approach and commitment to excellence make them a trusted partner in managing your finances effectively.

Hudson Financial Associates is a reputable finance institution located at 145 Bedford Road in Armonk, New York. They offer a wide range of financial services including investment management, retirement planning, estate planning, and more. With a team of experienced financial advisors, Hudson Financial Associates is dedicated to helping clients achieve their financial goals and secure their financial future. Their personalized approach and commitment to excellence have made them a trusted partner for individuals and businesses alike.

Truvium Capital Partners is a finance institution located at 80 Business Park Drive in Armonk, New York. Specializing in investment management and financial advisory services, Truvium Capital Partners is committed to helping clients achieve their financial goals through strategic planning and personalized solutions. With a team of experienced professionals and a dedication to excellence, Truvium Capital Partners is a trusted partner for individuals and businesses seeking expert financial guidance.

Laura I. Rotter, CFA, CFP™, MBA, Financial Advisor is a reputable finance institution located in White Plains, NY. With a strong background in finance, including the prestigious designations of Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP), as well as a Master of Business Administration (MBA), Laura I. Rotter provides expert financial advice and guidance to clients. The institution is dedicated to helping individuals and businesses in the Harrison, New York area achieve their financial goals and secure their financial futures. Located at 500 Mamaroneck Avenue, this institution is a trusted partner in wealth management, investment planning, and financial planning services.

Hart Vida & Partners is a prestigious accounting and finance institution located at 400 Columbus Avenue in Valhalla, New York, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. With a focus on accuracy, integrity, and client satisfaction, we strive to help our clients achieve their financial goals. Whether you need assistance with tax preparation, financial planning, or accounting services, Hart Vida & Partners is here to help. Contact us today to learn more about how we can support your financial needs.

Vista Wealth Management - UBS Financial Services Inc. is a leading financial institution located in White Plains, New York. With a prime location at 709 Westchester Avenue, this institution offers top-notch wealth management services to clients in the United States. Specializing in finance, Vista Wealth Management provides expert guidance and personalized strategies to help individuals and businesses achieve their financial goals. With a team of experienced professionals, cutting-edge technology, and a commitment to excellence, Vista Wealth Management - UBS Financial Services Inc. is a trusted partner for those seeking to secure their financial future.

Pell Wealth Partners - Ameriprise Financial Services, LLC, located at 800 Westchester Avenue in Rye Brook, New York, is a finance institution that has been recognized as one of Forbes Best-in-State Wealth Management Teams for 2024. The team at Pell Wealth Partners is dedicated to helping individuals and families answer important financial questions, such as ensuring they do not run out of money before they run out of life. With a diverse team of advisors specializing in areas such as insurance, divorce financial planning, and multigenerational planning, Pell Wealth Partners offers expertise in Socially Responsible Investing and quantitative investing strategies. The institution's core values focus on alleviating financial stress and empowering future prosperity through personalized financial planning that aligns with clients' goals and values. Clients can expect a comprehensive initial consultation to discuss their financial priorities and goals. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, providing clients with peace of mind and security in their financial planning journey.

Pickwick Capital Partners, LLC is a finance institution located at 445 Hamilton Avenue in White Plains, New York. As a leading investment firm, Pickwick Capital Partners specializes in providing strategic financial solutions to a diverse range of clients. With a team of experienced professionals, they offer personalized services to help individuals and businesses achieve their financial goals. Whether you are looking to invest, raise capital, or navigate complex financial transactions, Pickwick Capital Partners is dedicated to delivering top-tier expertise and exceptional service.

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.

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.

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.

Innovative Business Consultants, Inc. is a leading consulting firm located at 84 Business Park Drive in Armonk, New York, United States. Specializing in providing cutting-edge solutions and strategies to help businesses thrive in today's competitive market, our team of experienced consultants offers a wide range of services including business development, marketing, financial analysis, and more. With a track record of success and a commitment to innovation, Innovative Business Consultants, Inc. is your trusted partner for achieving your business goals.

MIO Partners is a prestigious finance institution located at 630 5th Avenue in New York, New York, United States. With a strong reputation for excellence in the financial industry, MIO Partners offers a wide range of services to clients, including investment management, advisory services, and risk management. Their team of experienced professionals is dedicated to providing innovative solutions and personalized strategies to help clients achieve their financial goals. Whether you are an individual investor or a large corporation, MIO Partners is committed to delivering exceptional service and results.

Trident Consultants Inc. is a leading consulting firm located at 50 Main Street in White Plains, New York. Our team of experienced consultants provides a wide range of services to help businesses achieve their goals and overcome challenges. From strategic planning to financial analysis, we offer personalized solutions tailored to each client's unique needs. With a commitment to excellence and a track record of success, Trident Consultants Inc. is the partner you can trust for all your consulting needs. Contact us today to learn more about how we can help your business thrive.

Josef Minnich is a financial advisor at Ameriprise Financial Services, LLC located at 800 Westchester Avenue in Rye Brook, New York, United States. With a focus on providing personalized financial guidance, Josef Minnich offers expertise in various areas of finance to help clients achieve their financial goals. Clients can review Josef Minnich's background, credentials, and experience to determine if their approach aligns with their needs. By filling out the "Request consultation" form, clients can connect with Josef Minnich for a complimentary initial consultation to discuss their financial situation and create a customized plan for their future.

John Goodnough is a Financial Advisor at Ameriprise Financial Services, LLC located at 800 Westchester Avenue, Rye Brook, New York, United States. John holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, wealth transfers, estate planning, and fiduciary practices. He is dedicated to providing personalized financial advice tailored to the individual needs of his clients, whether they are retirees, small business owners, high net worth clients, or those planning for retirement. With a commitment to ethical standards and ongoing education, John Goodnough is a trusted partner in helping clients achieve their financial goals.

Jak Cukaj - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 200 Summit Lake Drive in Valhalla, New York, offers a range of financial services and expertise. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Jak Cukaj is equipped to assist individuals with asset management, retirement planning, estate planning, investment opportunities, and insurance products. Specializing in areas such as wealth transfers, federal taxation, and retirement planning for domestic partners, Jak Cukaj provides tailored financial solutions for a diverse range of clients. With a focus on ethical practices and continuing education, Jak Cukaj is dedicated to helping clients make informed decisions and achieve their financial goals.

LTC Financial Partners is a leading finance, health, and insurance agency located at 14 East Way in Bedford, New York, United States. With a team of experienced professionals, LTC Financial Partners specializes in providing financial planning and insurance solutions for long-term care needs. Whether you are looking for assistance in managing your finances or protecting your health, LTC Financial Partners is dedicated to helping you achieve your goals and secure your future. Contact us today to learn more about our services and how we can assist you in planning for your long-term care needs.

LTC Financial Partners is a finance, health, and insurance agency located at 300 Woodcrest Lane in Mount Kisco, New York, United States. Specializing in long-term care planning, they offer personalized solutions to help individuals and families protect their financial well-being and health. With a team of experienced professionals, LTC Financial Partners provides expert guidance and support in navigating the complexities of long-term care insurance and financial planning. Trust them to help you secure your future and peace of mind.

Nancy Gould, LTC Consultant is a reputable institution located at 300 Woodcrest Lane in Mount Kisco, New York, United States. Specializing in accounting, finance, and insurance services, Nancy Gould provides expert advice and guidance to clients seeking long-term care solutions. With a strong commitment to professionalism and customer satisfaction, Nancy Gould, LTC Consultant is a trusted partner for individuals and families looking to secure their financial future.

One Degree Partners is a finance institution located at 103 South Bedford Road in Mount Kisco, New York. Our team of experienced professionals is dedicated to providing personalized financial solutions to help our clients achieve their goals. Whether you are looking to invest, plan for retirement, or secure a loan, we are here to guide you every step of the way. With our expertise and commitment to excellence, you can trust One Degree Partners to help you navigate the complex world of finance with confidence.

Edward Jones - Financial Advisor: Nicholas M Colombo, CEPA® is a reputable financial institution located at 200 Business Park Drive in Armonk, New York. Specializing in finance, this institution offers expert advice and personalized financial planning services to help clients achieve their financial goals. With a focus on providing top-notch customer service and a commitment to excellence, Edward Jones - Financial Advisor: Nicholas M Colombo, CEPA® is a trusted partner for individuals looking to secure their financial future.

Edward Jones - Financial Advisor: Baishi Wang, CFP®|CFA® is a reputable financial institution located at 160 North State Road in Briarcliff Manor, New York, United States. Specializing in finance, Baishi Wang, a Certified Financial Planner (CFP®) and Chartered Financial Analyst (CFA®), provides expert financial advice and services to help clients achieve their financial goals. With a focus on personalized solutions and exceptional customer service, Edward Jones is a trusted partner for individuals and businesses seeking sound financial guidance.

Matthew Fallon is a dedicated Financial Advisor at Ameriprise Financial Services, LLC located at 399 Knollwood Road in White Plains, New York, United States. With a range of certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, Matthew Fallon is well-equipped to provide expert financial advice to individuals, retirees, small business owners, and high net worth clients. Specializing in asset management, estate planning, retirement planning, and investment strategies, Matthew Fallon is committed to upholding the highest standards of professionalism and ethics. Whether you are looking for advice on fixed-rate and variable annuities, retirement planning for seniors, or guidance on divorce financial issues, Matthew Fallon has the expertise to help you navigate complex financial decisions. With a wealth of experience and a dedication to ongoing education and training, Matthew Fallon is a trusted partner in helping clients achieve their financial goals.

Daniel Ahearn is a dedicated financial advisor at Ameriprise Financial Services, LLC, located at 800 Westchester Avenue in Rye Brook, New York. With a focus on helping clients achieve their financial goals, Daniel provides personalized financial planning and investment advice to individuals and families. With a strong background in finance and a commitment to delivering exceptional service, Daniel Ahearn is a trusted partner in helping clients navigate the complexities of the financial world. Contact Daniel Ahearn at Ameriprise Financial Services, LLC for expert guidance on your financial journey.

Merrill Lynch Financial Advisor Lisa M. Keating-Gradilone is a reputable finance institution located at 360 Hamilton Avenue in White Plains, New York, United States. With a focus on providing expert financial advice and guidance, Lisa M. Keating-Gradilone offers personalized investment strategies to help clients achieve their financial goals. With a strong reputation for professionalism and expertise, this institution is a trusted partner for individuals seeking sound financial planning and wealth management services.

Edward Jones - Financial Advisor: Kyle Piechucki is a reputable finance institution located at 100 South Jersey Avenue in Setauket- East Setauket, New York, United States. Specializing in providing personalized financial advice and services, Kyle Piechucki is dedicated to helping clients achieve their financial goals and secure their future. With a commitment to integrity and professionalism, Edward Jones - Financial Advisor: Kyle Piechucki is a trusted partner in navigating the complexities of the financial world.

First Standard Financial is a reputable finance institution located in Miller Place, New York, United States. We specialize in providing a wide range of financial services to individuals and businesses, including investment management, retirement planning, and wealth management. Our team of experienced financial advisors is dedicated to helping our clients achieve their financial goals and secure their financial future. With a commitment to excellence and personalized service, First Standard Financial is a trusted partner for all your financial needs.