TOP 30 Financial landscape trends in New York, New York

49 results found

Financial Technology Partners (FT Partners) is a leading investment banking firm located at 90 Park Avenue in New York, United States. Specializing in the financial technology sector, FT Partners offers top-tier investment banking services to clients worldwide. The firm's team of experienced bankers, led by founder Steve McLaughlin, brings a wealth of industry knowledge and expertise to every transaction. With a focus on maximizing value for shareholders, FT Partners has been recognized for its outstanding work in the industry, earning prestigious awards such as "Dealmaker of the Year" and "Investment Banking Firm of the Year." Whether advising on mergers, acquisitions, or financing rounds, FT Partners is committed to providing strategic and financial advisory services that help clients achieve their full potential in the rapidly evolving financial technology landscape. With a global presence in cities like San Francisco, New York, Miami, and London, FT Partners is well-positioned to serve the needs of leading CEOs and industry decision makers in the fintech sector.

Broadridge Financial Solutions, located at 51 Mercedes Way in Brentwood, New York, is a leading institution in the finance industry. As an ATM and finance provider, we offer access to the latest news, analysis, and trends impacting businesses. Our representatives and specialists are dedicated to providing the solutions needed to advance your business. Whether you're looking to speak with a commercial representative or seeking insights from our annual studies on digital transformation, Broadridge has the expertise to help you succeed.

Kubiak Financial - Ameriprise Financial Services, LLC, located at 2498 Union Road in Cheektowaga, New York, is a finance institution that offers personalized investment and portfolio recommendations based on individual goals and risk tolerance. With regular reviews and updates, clients can track their progress towards retirement, education, or other financial objectives. The institution's advisors are registered in certain U.S. states and can provide insights on market trends and retirement challenges through tools like Retirement InteractiveSM. Clients can access their accounts and investments securely from any device. Ameriprise Financial Services, LLC also offers complimentary initial consultations to discuss financial planning concepts and help clients achieve their financial goals. The institution prioritizes privacy and security, adhering to website rules and regulations, and providing an Online Security Guarantee. With a focus on personalized financial solutions, Ameriprise Financial Services, LLC aims to help clients navigate the complexities of the financial landscape and plan for a secure future.

Andrew Tsiolas - Financial Advisor at Alma Private Wealth, a financial advisory practice of Ameriprise Financial Services, LLC, is located at 19603 Northern Boulevard in New York, United States. Specializing in providing investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance, Andrew Tsiolas works closely with clients to document their financial objectives, regularly review progress, and adjust strategies as needed. Clients have secure access to their investments and accounts from any device, allowing them to track progress towards their goals. For those interested in learning more about how Andrew Tsiolas can help achieve financial goals, scheduling a complimentary initial consultation is the first step. With a focus on retirement planning, education funding, major purchases, and more, Andrew Tsiolas helps clients navigate the financial landscape with personalized strategies. By staying informed on market trends and developments, clients can make informed decisions about their investments.

Merrill Lynch Financial Advisor Roger M Matloff is a finance institution located at 225 Liberty Street, 38th Floor, New York, New York, United States. Our experienced team offers knowledgeable perspectives, investment strategies, and personalized services tailored to meet the specific needs and goals of your institution. We take the time to listen and understand the needs and goals of your organization and the people it serves, guiding our strategies with real-world insights. We are dedicated to creating investment strategies that support your institution's important work and help you make a positive difference in people's lives. As a Bank of America Global Institutional Consultant, we provide boutique-like attentiveness combined with the global perspective and industry experience of Bank of America. Our team is passionate about helping clients strengthen and grow their organizations, and we are committed to providing high levels of commitment, teamwork, personalized service, and customized strategies. With a focus on building strong client relationships based on trust and personalized service, we are here to assist you in navigating the financial landscape and responding to evolving market trends. Please note that asset allocation, diversification, and rebalancing do not guarantee profit or protect against loss in declining markets. Visit us today to learn more about how we can help your institution achieve its goals and missions.

Merrill Lynch Financial Advisor Walter G. Casagrande, Jr is a finance institution located at 200 Park Avenue, New York, New York, United States. With a deep understanding of your financial picture, they can create a flexible strategy tailored to your goals. They offer investment insights from Merrill and banking solutions from Bank of America. The institution focuses on personalized wealth management strategies and actively participates in community service. They provide personalized plans through Merrill Personal Wealth Analysis™ and help clients pursue their financial goals. By understanding your investment preferences through the Investment Personality Assessment, they can customize a financial approach to meet your needs. They believe in a client-first approach, continuously updating financial plans to reflect changes in life and goals. The team of advisors is committed to helping clients navigate the financial landscape and achieve their goals. With a focus on building a customized investment approach, they provide personalized strategies and comprehensive financial solutions. Walter Casagrande is registered to do business in multiple states and offers the latest investment insights and strategies to help clients achieve their financial goals.

Welcome to Cedar Summit Financial Advisors, your trusted partner in navigating the complex world of finance. Conveniently located at 19485 U.S. 11 in Watertown, New York, we are dedicated to helping clients achieve their financial goals through sound portfolio management and personalized financial advice. Our team is led by Cyril Mouaikel, recognized as one of Forbes Best-In-State Wealth Advisors from 2020 to 2024 and highlighted by AdvisorHub as an "Advisor to Watch" in 2022 and 2023. This national recognition underscores our commitment to providing exceptional service and tailored strategies that meet the unique needs of each client.

Welcome to Mike Keys - Private Wealth Advisor, Ameriprise Financial Services, LLC Located at 215 Washington Street, Watertown, New York, Mike Keys is your dedicated partner in navigating the complex world of financial planning and wealth management. As a seasoned Private Wealth Advisor with Ameriprise Financial Services, LLC, Mike brings a wealth of knowledge and a comprehensive suite of services to meet your financial needs.

Welcome to American Financial Network, Inc. | Hirsch Ungar, your trusted partner in navigating the world of mortgages and loans. Conveniently located at 9 Perlman Drive, Suite 103, Spring Valley, New York 10977, we are dedicated to helping you find the perfect mortgage solution tailored to your unique needs and circumstances. As a licensed Loan Originator, Hirsch Ungar brings extensive knowledge of various loan types and specialized programs to the table. Whether you're purchasing your first home, a second property, or an investment asset, or if you're considering refinancing an existing mortgage, we are here to guide you every step of the way. Our comprehensive offerings include Conventional, FHA, VA, USDA, Jumbo, and Specialty loan products, ensuring that we can find the right fit for you.

Welcome to Merchant Financial Group, your trusted partner in comprehensive financial solutions located in the heart of Manhattan at 1441 Broadway, New York. As a leading financial services provider, we specialize in offering tailored financial strategies to help businesses and individuals achieve their economic goals. Our team of experienced professionals is dedicated to delivering personalized service and expert advice across a wide range of financial needs, including investment planning, wealth management, and business financing. At Merchant Financial Group, we understand the dynamic nature of the financial landscape and are committed to staying ahead of market trends to provide innovative solutions for our clients. Whether you are a business owner seeking funding to expand your operations or an individual looking to secure your financial future, we are here to guide you every step of the way.

Welcome to Broadridge Financial Solutions, your trusted partner in navigating the complex world of finance. Located at 1155 Long Island Avenue, Brentwood, New York, we specialize in providing cutting-edge solutions to help businesses thrive in an ever-evolving financial landscape. Stay informed with the latest news, analysis, and trends that impact your business. Our dedicated team of representatives and specialists are ready to deliver the solutions you need to propel your business forward. Whether you're looking to transform your operations, manage risk, or enhance client relationships, we have the expertise and technology to guide you.

Welcome to Broadridge Financial Solutions, your trusted partner in navigating the complex world of finance. Conveniently located at 50 Emjay Boulevard, Brentwood, New York, we specialize in delivering innovative solutions that empower businesses to thrive in a rapidly changing financial landscape. At Broadridge, we provide the latest news, analysis, and trends that impact your business, ensuring you stay ahead of the curve. Our dedicated team of representatives and specialists is ready to offer the solutions you need to advance your business. Whether you're exploring the transformation of the U.S. Treasury market or evaluating the right clearing access model for your firm, we have the insights and technology to guide you.

Welcome to Merrill Lynch Financial Advisor Agne Rakauskas, located at 450 Old Country Road, Riverhead, New York. Our mission is to provide personalized wealth management strategies tailored to your unique financial goals. With access to a wide range of investment solutions from Merrill and banking products from Bank of America, we are equipped to help you navigate the complexities of today's financial landscape. We prioritize understanding what matters most to you, ensuring that your financial strategy is as flexible as the changing market conditions. By offering timely insights into market trends and the global economy, we aim to keep you informed and on track to pursue your goals.

Welcome to Merrill Lynch Financial Advisor Kevin P Dehler, your trusted partner in wealth management located at 57 Hampton Road, Southampton, New York. As a dedicated financial advisor with access to an expansive array of investment solutions from Merrill and banking products from Bank of America, Kevin P Dehler is committed to helping you navigate the complexities of today’s financial landscape. Understanding that managing your wealth begins with a comprehensive understanding of your unique financial picture, Kevin offers personalized strategies that align with what matters most to you. By leveraging timely insights on market trends and the global economy, he aims to keep you informed and on track towards your financial goals.

Welcome to Christopher Drew - RBC Wealth Management Financial Advisor, your trusted partner in navigating the complex world of finance. Situated at 223 West Montauk Highway in the picturesque Hampton Bays, New York, our firm is dedicated to providing personalized financial guidance and strategic investment solutions to help you achieve your financial goals. As a Senior Vice President and Financial Advisor with the RBC Wealth Management Consulting Group, Christopher Drew brings a wealth of expertise and a commitment to excellence. In an ever-evolving economic landscape, where the federal government’s debt has doubled since 2015, Christopher offers insightful advice and strategies to navigate these challenges. Our Midyear Outlook provides valuable perspectives on market trends and economic conditions, emphasizing the importance of sound portfolio management amidst political and economic noise.

Located at 555 5th Avenue in New York, Telsey Advisory Group (TAG) is a prominent finance institution specializing in research, trading, banking, and consulting within the consumer sector. As a woman-owned firm, TAG offers in-depth analysis and market insights to assist clients in making strategic investment decisions. With a focus on sectors such as apparel, cosmetics, e-commerce, and supermarkets, TAG provides comprehensive services to meet the diverse needs of its clients. CEO Dana Telsey is a respected retail analyst, offering valuable insights on consumer trends and market dynamics through various media outlets. TAG's expertise in evaluating the consumer market makes it a trusted partner for those seeking expert financial guidance in the ever-changing retail landscape.

Media Advisory Partners is a finance institution located at 5 Pennsylvania Plaza in New York City, New York. We specialize in providing expert financial advisory services to media companies, helping them navigate the complex landscape of the industry. Our team of experienced professionals offers personalized guidance and strategic solutions to help our clients achieve their financial goals. Whether you are looking to expand your business, secure funding, or optimize your financial performance, Media Advisory Partners is here to help you succeed.

Laurel Hill Advisory Group is a leading institution located at 2 Robbins Lane in Jericho, New York, United States. They are North America's only independent, cross border proxy solicitation firm with a proven record of success in proxy contests for 16 years. They offer a curated collection of the latest information, articles, analysis, and trends in Shareholder Communications and Corporate Governance. Their Podcasts feature guest speakers on a wide range of subjects impacting Investor Relations, Shareholder Activism, and Unclaimed Property Compliance. During challenging times, they provide expert advice and support to guide businesses through difficulties. They value their relationship with clients and encourage staying connected for assistance.

Money-Media is a leading finance institution located at 330 Hudson Street in New York, New York, United States. Specializing in providing high-quality financial news, analysis, and data to professionals in the industry, Money-Media is a trusted source for up-to-date information on the latest trends and developments in the world of finance. With a team of expert journalists and analysts, Money-Media is dedicated to delivering accurate and insightful content to help individuals and businesses make informed decisions in the ever-changing financial landscape.

Claritas Energy Advisors is a finance institution located at 677 Broadway in Albany, New York, United States. Specializing in energy investments and advising, Claritas Energy Advisors offers expert financial guidance and strategic planning for clients in the energy sector. With a team of experienced professionals, they provide tailored solutions to help clients navigate the complex world of energy finance and make informed investment decisions. Whether you are a large corporation or an individual investor, Claritas Energy Advisors is dedicated to helping you achieve your financial goals in the energy industry.

Canna Mgmt is a leading institution located at 601 Division Street in North Tonawanda, New York, United States. We specialize in providing comprehensive management services for the cannabis industry, helping businesses navigate the complex regulatory landscape and achieve success in this rapidly growing market. Our team of experts offers strategic guidance, operational support, and compliance assistance to ensure our clients thrive in the competitive cannabis industry. Contact Canna Mgmt today to learn how we can help your business reach its full potential.

Welcome to Bay Shore Commons Located at 521 Montauk Highway in the vibrant heart of Bay Shore, New York, Bay Shore Commons is your premier shopping destination. As a part of the esteemed Milbrook Properties portfolio, our mall benefits from nearly a century of expertise in the real estate industry. Milbrook Properties has been a trusted name along the East Coast, known for their commitment to quality and excellence in both commercial and residential properties.

Welcome to BP, your one-stop destination for convenience and quality, located at 60-90 Eliot Avenue, Queens, New York 11378. As a multifaceted business, BP offers a wide range of services to meet your everyday needs. Whether you're stopping by for a quick snack at our convenience store, refueling at our state-of-the-art gas station, or exploring our diverse selection of food items, BP is committed to providing excellent service and quality products. Beyond serving our local community in Queens, BP is at the forefront of the global energy landscape. Our commitment to innovation and sustainability is evident in projects like the Kaskida project in the Gulf of Mexico, which will significantly enhance our oil production capabilities. With initiatives in deep-water engineering off the coast of West Africa, we're pushing the boundaries of technology to ensure a steady energy supply.

Welcome to ATM (7-Eleven) located at 533 Niagara Street, Tonawanda, New York 14150, your ultimate destination for convenience, finance, and a variety of essentials. As part of the globally recognized 7-Eleven brand, we are dedicated to making your day a little more awesome by delivering fast and personalized convenience, exactly when, where, and how you need it. At our Tonawanda location, we strive to be your first choice for convenience, offering a one-stop shop experience for all your needs. Whether you're stopping by for a quick snack, a refreshing drink, or utilizing our ATM services, we are committed to providing you with the most efficient and enjoyable shopping experience possible.

Welcome to Prime Tax & Accounting Company NYC, your trusted partner in navigating the complexities of accounting and finance. Conveniently located at 112 West 34th Street in the heart of Manhattan, we are dedicated to providing top-notch financial services to individuals and businesses throughout New York City. At Prime Tax & Accounting, we understand that managing finances can be challenging. That's why our team of experienced professionals is committed to delivering personalized solutions tailored to meet your unique needs. Whether you require assistance with tax preparation, bookkeeping, financial planning, or business consulting, we offer a comprehensive range of services designed to help you achieve your financial goals.

Welcome to ACE Seminars - Accountants Continuing Education, your premier destination for professional growth and development in the field of accounting and finance. Conveniently located at 137-34 71st Avenue, Queens, New York, we specialize in providing top-tier continuing education programs designed to meet the evolving needs of accounting professionals. At ACE Seminars, we understand the importance of staying current with industry standards and regulations. Our comprehensive courses are tailored to enhance your skills and knowledge, ensuring you remain competitive in today's dynamic financial landscape. Whether you're a seasoned accountant or just beginning your career, our expert-led seminars offer valuable insights and practical tools to elevate your expertise.

Welcome to Dean T. Carson II, CPA / DCarsonCPA on Services, Research and Outreach, your trusted partner in accounting and finance located in the heart of Manhattan, New York. We specialize in providing comprehensive financial solutions tailored to meet the unique needs of individuals, small businesses, and corporations. Our services encompass a wide range of accounting and finance disciplines, designed to help you navigate the complexities of financial management with confidence and ease. At DCarsonCPA, we are committed to delivering exceptional service through our deep expertise and personalized approach. Our team of seasoned professionals is dedicated to ensuring accuracy, compliance, and strategic insight, empowering you to make informed financial decisions. Whether you require tax preparation, financial planning, auditing, or advisory services, we are here to support you every step of the way.

Welcome to NCHENG LLP - Your Trusted Partner in Accounting and Finance Located in the heart of Manhattan at the iconic 40 Wall Street, NCHENG LLP is a premier accounting and finance firm dedicated to providing exceptional services to businesses and individuals alike. Our team of experienced professionals is committed to delivering tailored solutions that meet the unique needs of each client, ensuring financial clarity and strategic growth.

Welcome to CPA Accounting Firm, your trusted partner in accounting and financial services located in the heart of Brooklyn, New York. Situated at 4121 18th Avenue, our firm is dedicated to providing expert financial guidance and personalized solutions to individuals and businesses in the community. At CPA Accounting Firm, we understand that managing finances can be complex and time-consuming. That's why our team of experienced professionals is committed to delivering comprehensive accounting services tailored to meet your unique needs. Whether you're looking for tax preparation, bookkeeping, payroll services, or financial planning, we have the expertise to help you achieve your financial goals.

Welcome to the Certified Public Accounting Office, your trusted partner for all your accounting and financial needs. Conveniently located at 5318 Avenue N, Brooklyn, New York, our firm is dedicated to providing exceptional service to individuals, businesses, and organizations throughout the community. At Certified Public Accounting Office, our team of experienced professionals offers a comprehensive range of services designed to help you manage your finances efficiently and effectively. Whether you need assistance with tax preparation, bookkeeping, financial planning, or business consulting, we are committed to delivering personalized solutions tailored to meet your unique requirements.