Financial planning and portfolio management in New York, NY
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Thomas Youngman - Alliance Advisory Group
● OpenThomas Youngman - Alliance Advisory Group is a renowned finance and insurance agency located at 600 Delaware Avenue in Buffalo, New York. With a team of experienced professionals, they provide expert financial advice and insurance solutions to help individuals and businesses achieve their financial goals. Whether you are looking for retirement planning, investment strategies, or insurance coverage, Thomas Youngman - Alliance Advisory Group is dedicated to providing personalized and comprehensive services to meet your specific needs. Visit their office today to start planning for a secure financial future.
600 Delaware Ave, Buffalo, NY 14202, United States -
Paul D. Voytovich, CPA, CFP
● OpenPaul D. Voytovich, CPA, CFP is a reputable accounting and finance institution located at 3778 North Buffalo Street in Orchard Park, New York, United States. With expertise in both tax preparation and financial planning, they provide a wide range of services to individuals and businesses alike. The team at Paul D. Voytovich is dedicated to helping clients achieve their financial goals and navigate the complexities of the financial world. Whether you need assistance with tax filing, retirement planning, or investment strategies, their experienced professionals are here to help. Trust Paul D. Voytovich, CPA, CFP for all your accounting and finance needs.
3778 N Buffalo St, Orchard Park, NY 14127, United States -
Pinnacle Investments, LLC. O'Loughlin Group
● OpenPinnacle Investments, LLC. O'Loughlin Group is a finance institution located at 5500 Main Street in Williamsville, New York, United States. Committed to providing planned results to help you achieve your goals, we offer a full spectrum of products and services including traditional stocks, bonds, CDs, mutual funds, personal financial planning, asset allocation, managed portfolios, corporate pension plans, private placements, and alternative investments. Our team of exceptional advisors is dedicated to producing real results and providing you with the strategies, advice, and services needed to help you achieve financial security. Whether you are just starting out or have an established portfolio, we can help secure financial freedom for your future by creating a customized financial plan tailored to your lifestyle and goals.
5500 Main St #205, Williamsville, NY 14221, United States -
Northwestern Mutual
● OpenNorthwestern Mutual is a reputable finance and insurance agency located at 100 Corporate Parkway in Amherst, New York. With a strong presence in the United States, Northwestern Mutual offers a wide range of financial services and insurance products to help individuals and businesses achieve their financial goals and protect their assets. Known for their commitment to financial security and personalized planning, Northwestern Mutual is a trusted institution that has been serving clients for many years. Whether you are looking for retirement planning, investment strategies, or insurance coverage, Northwestern Mutual has the expertise and resources to help you make informed decisions and secure your financial future.
100 Corporate Pkwy #426, Amherst, NY 14226, United States -
Sage Investment Group
● OpenSage Investment Group is a renowned finance institution located at 1967 Wehrle Drive in Buffalo, New York, United States. With a team of experienced professionals, Sage Investment Group offers a wide range of financial services including investment management, financial planning, and retirement planning. Their personalized approach and commitment to excellence make them a trusted partner for individuals and businesses looking to secure their financial future. Contact Sage Investment Group today to learn more about how they can help you achieve your financial goals.
1967 Wehrle Dr #1, Buffalo, NY 14221, United States -
Lighthouse Capital Associates
● OpenLighthouse Capital Associates is a finance institution located at 2805 Wehrle Drive in Williamsville, New York, United States. Specializing in wealth management and investment services, Lighthouse Capital Associates provides personalized financial solutions to help clients achieve their long-term financial goals. With a team of experienced professionals, the institution offers a range of services including financial planning, retirement planning, and investment management. By leveraging their expertise and resources, Lighthouse Capital Associates strives to provide clients with a secure financial future.
2805 Wehrle Dr # 14, Williamsville, NY 14221, United States -
Rochester Investments
● ClosedRochester Investments is a reputable finance institution located at 1580 West Ridge Road in Rochester, New York. With a strong track record of success, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking to invest for the future, plan for retirement, or manage your wealth, Rochester Investments offers a wide range of services to meet your needs. Trust us to provide personalized solutions and expert guidance to help you navigate the complex world of finance. Visit us today to discover how we can help you secure your financial future.
1580 W Ridge Rd, Rochester, NY 14615, United States -
Janet Emhof - Raymond James
● OpenJanet Emhof - Raymond James is a trusted finance institution located at 100 Meridian Centre Boulevard in Rochester, New York, United States. With a focus on providing personalized financial services, Janet Emhof - Raymond James offers expert advice and guidance to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, the experienced team at Janet Emhof - Raymond James is dedicated to helping you make informed decisions and secure your financial future.
100 Meridian Centre Blvd #150, Rochester, NY 14618, United States -
Wealth Enhancement Group
● OpenWealth Enhancement Group is a leading financial institution located at 1040 Pittsford Victor Road in Pittsford, New York, United States. As a finance-focused institution, Wealth Enhancement Group offers comprehensive wealth management services to help individuals and families achieve their financial goals. With a team of experienced financial advisors and experts, they provide personalized financial planning, investment management, retirement planning, and estate planning services to clients. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Wealth Enhancement Group is dedicated to helping you secure your financial future.
1040 Pittsford Victor Rd, Pittsford, NY 14534, United States -
Geo Vest Advisors Inc
● OpenGeo Vest Advisors Inc is a finance institution located at 245 Willowbrook Office Park, Fairport, New York, United States. As a fee-based investment advisor registered with the SEC, we specialize in managing individual portfolios of marketable stocks, bonds, and money market instruments for a variety of clients, including financial institutions, charitable organizations, pension accounts, and individual personal and retirement accounts. Our approach combines thorough financial statement analysis, proprietary industry models, product analysis, and macroeconomic analysis to assess a company's risk profile and potential for stock market outperformance. We offer two types of balanced account management that draw heavily on economic and cycle analysis, providing specific recommendations for securities within specified guidelines.
245 Willowbrook Office Park, Fairport, NY 14450, United States -
Asher Flint - Alliance Advisory Group
● OpenAsher Flint - Alliance Advisory Group is a leading finance and insurance agency located at 69 Monroe Avenue in Pittsford, New York, United States. With a team of experienced professionals, they provide comprehensive financial planning and insurance services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or insurance coverage, Asher Flint - Alliance Advisory Group is dedicated to providing personalized solutions tailored to your specific needs. Contact them today to learn more about how they can help you secure your financial future.
69 Monroe Ave, Pittsford, NY 14534, United States -
LVW Advisors
● OpenLVW Advisors is a finance institution located at 67 Monroe Avenue in Pittsford, New York, United States. We act as your Financial Quarterback, specializing in managing considerable wealth by combining the art and science of planning and investing. Our evidence-based process starts with a conversation to understand your aspirations, needs, and plans for life. We create a customized plan to structure your investment assets, addressing complex needs and goals through a simple yet powerful approach. For nonprofit organizations, we understand the importance of investments in achieving mission objectives and goals. Our holistic approach integrates comprehensive financial planning, long-term objectives, and an action plan to help organizations reach their desired outcomes. Additionally, our research team has written a whitepaper on Responsible Investing, helping clients identify important issues and reflect their views in their portfolios.
67 Monroe Ave, Pittsford, NY 14534, United States -
Rochester Wealth Partners
● OpenRochester Wealth Partners is a trusted financial institution located at 10 Office Park Way in Pittsford, New York. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals and secure their financial future. We offer a wide range of services, including investment management, retirement planning, estate planning, and more. At Rochester Wealth Partners, we prioritize personalized service and tailor our approach to meet the unique needs of each client. Contact us today to learn how we can help you build and protect your wealth.
10 Office Park Way #200, Pittsford, NY 14534, United States -
Novem Group
● OpenNovem Group is a finance institution located at 350 Linden Oaks in Rochester, New York, United States. Specializing in financial services, Novem Group offers a wide range of solutions to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Novem Group is dedicated to providing personalized and comprehensive financial planning and investment management services. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, Novem Group is here to help you every step of the way.
350 Linden Oaks #140, Rochester, NY 14625, United States -
Wealth Enhancement Group
● OpenWealth Enhancement Group is a leading financial institution located at 60 East 42nd Street in New York, New York. Specializing in wealth management and financial planning, our experienced team of professionals is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized service and tailored solutions, Wealth Enhancement Group is committed to providing top-tier financial guidance to individuals and families. Contact us today to learn more about how we can help you enhance your wealth and achieve financial success.
60 E 42nd St #1050, New York, NY 10165, United States -
The Hudson Valley NY Group - Morgan Stanley
● OpenThe Hudson Valley NY Group - Morgan Stanley is a renowned financial institution located at 91 North Front Street in Kingston, New York, United States. With a strong focus on providing expert financial services and investment advice, the institution is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial markets, the experienced team at The Hudson Valley NY Group - Morgan Stanley is here to assist you every step of the way. Trust in their expertise and commitment to excellence for all your financial needs.
91 N Front St, Kingston, NY 12401, United States -
Sage Investment Advisers LLC
● OpenSage Investment Advisers LLC is a finance institution located at 1829 South Road in Wappingers Falls, New York, United States. Specializing in investment advice and financial planning, Sage Investment Advisers LLC offers personalized services to help clients achieve their financial goals. With a team of experienced professionals, the institution provides expert guidance on investment strategies, retirement planning, and wealth management. Whether you are looking to grow your portfolio or secure your financial future, Sage Investment Advisers LLC is dedicated to helping you make informed decisions and navigate the complexities of the financial market.
1829 South Rd, Wappingers Falls, NY 12590, United States -
Stephen Mazzei - Raymond James
● OpenStephen Mazzei - Raymond James is a financial institution located at 254 Fair Street in Kingston, New York, United States. We specialize in providing personalized financial services and investment advice to our clients. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, we are here to help. Contact us today to schedule a consultation and learn more about how we can assist you with your financial needs.
254 Fair St, Kingston, NY 12401, United States -
Primerica
● OpenPrimerica is a leading financial services institution located at 10 South Division Street in New Rochelle, New York, United States. Specializing in providing financial solutions for individuals and families, Primerica offers a range of services including insurance, investments, and financial planning. With a focus on empowering clients to achieve their financial goals, Primerica is dedicated to helping individuals secure their financial future.
10 S Division St, New Rochelle, NY 10805, United States -
WALL STREET CONSULTING LLC
● ClosedWALL STREET CONSULTING LLC is a prestigious finance institution located at 3808 Union Street in New York, United States. With a team of expert financial advisors and consultants, we provide top-notch financial services to our clients. Our services include investment advice, portfolio management, risk assessment, and financial planning. Whether you are an individual looking to grow your wealth or a business seeking strategic financial solutions, WALL STREET CONSULTING LLC is here to help you achieve your financial goals. Trust us to guide you towards a secure and prosperous financial future.
3808 Union St #11F, Flushing, NY 11354, United States -
CAPTRUST
● OpenCAPTRUST is a finance institution located at 3 Dakota Drive in Lake Success, New York, United States. Our advisors specialize in providing wealth management services to high-net-worth individuals, business owners, and families, as well as investment advisory services to endowments and foundations of nonprofit organizations in Long Island and surrounding areas. Our office hours are Monday to Thursday from 8:30 am to 5:30 pm and Friday from 8:30 am to 5:00 pm. We offer a range of financial services to our nonprofit clients, including committee education, donor development, OCIO services, performance reporting, and investment management. Whether you need help with wealth planning, portfolio management, family governance, philanthropic strategies, or other financial needs, our experienced advisors are here to assist you.
3 Dakota Dr #310, Lake Success, NY 11042, United States -
Cannon Wealth Solutions
● OpenCannon Wealth Solutions is a leading finance institution located at 600 Mamaroneck Avenue in Harrison, New York, United States. With a team of experienced financial experts, Cannon Wealth Solutions offers a wide range of wealth management services to help clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Cannon Wealth Solutions can provide personalized solutions to meet your needs. Trust in Cannon Wealth Solutions to help you navigate the complexities of the financial world and secure your financial future.
600 Mamaroneck Ave # 400, Harrison, NY 10528, United States -
The Brelia Group
● OpenThe Brelia Group is a renowned accounting and finance institution located at 2001 Palmer Avenue in Larchmont, New York. With a team of skilled professionals, they offer a wide range of financial services including tax preparation, financial planning, and business consulting. The Brelia Group is committed to providing top-notch expertise and personalized solutions to help individuals and businesses achieve their financial goals. Visit them today to experience their exceptional service and expertise.
2001 Palmer Ave # 202, Larchmont, NY 10538, United States -
642 advising
● Open642 Advising is a finance institution located at 2200 Northern Boulevard in Greenvale, New York. Our team of experienced financial advisors provides personalized guidance and strategies to help clients achieve their financial goals. Whether you are looking to plan for retirement, invest in the stock market, or manage your portfolio, our experts are here to help. With a focus on customer service and a commitment to excellence, 642 Advising is dedicated to helping our clients navigate the complexities of the financial world with confidence and success.
2200 Northern Blvd, Greenvale, NY 11548, United States -
American Investment Planners LLC
● OpenAmerican Investment Planners LLC is a reputable finance institution located at 500 North Broadway in Jericho, New York. With a team of experienced financial planners and advisors, we are dedicated to helping our clients achieve their investment goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, our professionals are here to provide personalized guidance and strategies tailored to your individual needs. Trust American Investment Planners LLC to navigate the complexities of the financial world and help you make informed decisions for a prosperous tomorrow.
500 N Broadway #260, Jericho, NY 11753, United States -
Frank Iryami - Raymond James
● OpenFrank Iryami - Raymond James is a finance institution located at 6800 Jericho Turnpike, Syosset, New York, United States. Specializing in comprehensive planning, investment management, and financial coaching for business owners, retirees, and pre-retirees, Frank Iryami is dedicated to helping you grow your wealth for retirement and live your best life now. With over 25 years of experience, Frank takes the time to build strong relationships with each client, providing education and guidance to help them achieve their financial goals. Whether you need assistance with income protection, college planning, retirement planning, or estate planning, Frank will construct and manage customized portfolios designed to help you reach your stated goals. If you're looking for a partner who will empower you to make wise financial decisions and create a highly-customized financial plan that aligns with your values, Frank Iryami - Raymond James is the institution for you.
6800 Jericho Turnpike Suite 120 W, Syosset, NY 11791, United States -
Premier Consulting Partners
● ClosedPremier Consulting Partners is a finance institution located at 1000 Woodbury Road, Woodbury, New York, United States. Our mission is to establish long-term relationships with every client to recognize their unique needs and develop customized financial blueprints accordingly. We offer a wide range of products and services for both individuals and corporations, including retirement plans, estate planning, and risk management strategies. Our team collaborates closely with clients to monitor, analyze, and adjust portfolios to align with financial goals. We are passionate about staying up-to-date with new technology, laws, and market trends to provide the best possible service to our clients. Premier Consulting Partners is not affiliated with Equitable Advisors or Equitable Network, but we do offer securities through Equitable Advisors, LLC. Contact us for more information on how we can help you secure your financial future.
1000 Woodbury Rd #300, Woodbury, NY 11797, United States -
Miracle Mile Advisors
● OpenMiracle Mile Advisors is a leading finance institution located at 145 Marcus Boulevard in Hauppauge, New York, United States. Specializing in wealth management and investment services, Miracle Mile Advisors offers personalized financial solutions to help clients achieve their financial goals. With a team of experienced advisors and a commitment to excellence, Miracle Mile Advisors is dedicated to providing top-tier financial guidance and support to individuals and businesses alike. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial markets, Miracle Mile Advisors is here to help you every step of the way.
145 Marcus Blvd #1, Hauppauge, NY 11788, United States -
Woodhull Capital Advisors LLC
● OpenWoodhull Capital Advisors LLC is a leading finance institution located at 80 Orville Drive in Bohemia, New York. With a team of experienced professionals, Woodhull Capital Advisors LLC provides expert financial advice and services to help clients achieve their investment goals. Whether you are looking to grow your wealth, plan for retirement, or navigate the complex world of finance, Woodhull Capital Advisors LLC is dedicated to helping you succeed. Contact us today to learn more about how we can help you reach your financial objectives.
80 Orville Dr # 100, Bohemia, NY 11716, United States -
Alex.Brown, A Division of Raymond James
● OpenAlex.Brown, A Division of Raymond James is a prestigious finance institution located at 200 Liberty Street in New York City, New York. With a rich history dating back to 1800, Alex.Brown offers a wide range of financial services to individuals, businesses, and institutions. As a division of Raymond James, clients can expect personalized investment strategies, wealth management services, and expert financial guidance. With a strong reputation for integrity and excellence, Alex.Brown is a trusted partner for all your financial needs.
200 Liberty St 26th floor, New York, NY 10281, United States
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