TOP 10 Financial strategy adaptation in New York City, New York

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.

Construction Bid Solutions, located at 15 Oakridge Circle in Ridge, New York, is a cutting-edge institution that offers Estimating Solutions for Your Next Construction Project. By incorporating Artificial Intelligence (AI) into their takeoff software, they provide the most precise estimates, minimizing errors and saving valuable time. Their AI technology adapts to changing project conditions, enhancing overall efficiency and reducing costs. As your project manager, Construction Bid Solutions acts as the owner's representative, ensuring smooth project execution and allowing you to focus on core responsibilities. They accurately measure and breakdown architectural drawings to provide quantity takeoffs for labor, materials, and equipment needed for construction projects. With an extensive network and industry knowledge, they can connect you with the perfect contractor for your specific project needs.

Engine 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.

Bank of America Private Client Advisor John G Duane is a Senior Vice President at Bank of America Private Bank in Brooklyn, New York. With a deep knowledge of complex financial concerns, John leads a team that delivers personalized wealth management strategies and services to high-net-worth families and individuals. His team includes experienced professionals such as a Relationship Manager, Portfolio Manager, Trust Officer, and other specialists. John is dedicated to helping clients navigate the challenges of managing significant wealth and strives to build strong client relationships based on trust and personal experience. The institution offers a personalized approach, drawing on the resources of Bank of America to help clients achieve their financial goals. Whether clients are looking to preserve wealth, build philanthropic legacies, or plan for future growth, Bank of America Private Bank prioritizes the goals of its clients. The institution values innovation and continually adapts to evolving markets and financial landscapes. Clients can expect disciplined financial strategies and a focus on providing a bridge across generations. It's important to note that Bank of America Private Bank does not provide legal, tax, or accounting advice. Clients should consult their own advisors before making financial decisions. Bank of America Private Bank does not serve in a fiduciary capacity with respect to all products or services, and fiduciary standards do not apply in certain situations.

Portnoy Schneck, L.L.C. is a full-service creditors' rights and business litigation firm located at 22 Saw Mill River Road in Hawthorne, New York, United States. With over 30 years of dedication and expertise in the industry, our team specializes in efficient collections to help businesses recover unpaid debts and maintain stability. Our attorneys craft strategies, understand disputes, and aggressively advocate for your rights in litigation matters. We have extensive experience in assisting various entities, including healthcare providers, governmental agencies, financial institutions, and creditors, to increase their bottom line. Our flexible approach allows us to adapt to each client's unique needs, ensuring that your success is our priority. Partner with Portnoy Schneck, L.L.C. to safeguard your business's legal interests with a trusted and experienced team. Please note that information on this website is for general purposes only and does not constitute legal advice.

Securities & Investment Advisors is a finance institution located at 186 Canal Street in Canastota, New York, United States. We are dedicated to helping people live out their dreams by providing them with the feeling of security and comfort in their financial future. With honesty and integrity, we work with our clients to create a plan for their financial goals and life aspirations. Our team offers continued guidance and management, adapting to life's changes and challenges while still working towards achieving those goals. We are committed to helping everyday professionals secure their financial future in retirement, ensuring a fulfilling quality of life throughout their journey.

The Coordinated Plan, located at 150 Broadhollow Road in Melville, New York, is a finance institution that offers a wide range of financial services. Founded as the Coordinated Planning Group, our team of professionals is dedicated to providing clients with creative planning techniques that focus on quality, service, and integrity. Our services include Estate Planning, Legacy Planning, Corporate Benefit Arrangements, Business Succession Planning, Asset Allocation Strategies, Wealth Accumulation and Preservation, Retirement and Deferred Compensation Plans, Life Insurance, and Salary Continuation Programs. Our associates are actively involved in industry-related associations to stay up-to-date on the latest trends and best practices.

Abbondandolo & Co. CPAs is a trusted institution located at 220B Glen Cove Avenue, Glen Cove, New York, United States. Specializing in small business and individuals since 1989, our team takes the time to understand who you are and what you hope to achieve before creating a personalized financial plan for you. We believe in integrity, transparency, and providing solution-focused advice to our clients. As your needs and goals evolve, we will work with you to adapt your plan accordingly. Our experienced team offers a range of skills and knowledge to provide you with the information needed to make informed decisions for your business and personal finances.

Kweit Mantell & DeLucia CPAs, located at 225 Broadhollow Road in Melville, New York, offers a wide range of accounting and finance services. Whether you are an individual or a business, our client-first approach allows you to focus on growing your business while we handle your financial needs. Our team of CPAs have a deep understanding of tax regulations and can help you navigate through the ever-changing tax laws. With over 50 years of experience, our firm was founded by Leon A. Kweit with a mission to serve clients with professionalism and dedication. Our reputation reflects the high standards we demand of ourselves in providing comprehensive accounting and advisory services. From tax preparation services to financial advisory services, we are here to help you prepare for the future and ensure your success.

Welcome to Peace Estimating Located at 1132 Bay Shore Avenue, Bay Shore, New York, Peace Estimating is your trusted partner in construction cost estimation across the United States. As a premier general contractor specializing in expert cost estimating and reliable material takeoffs, we empower contractors and subcontractors to secure their next big projects with confidence.

Welcome to the Lackawanna Development Department! Located at 714 Ridge Road, Lackawanna, New York 14218, we serve as the local government office dedicated to fostering economic growth and community development within the City of Lackawanna. Our department is committed to revitalizing the city and enhancing the quality of life for our residents through strategic planning, collaboration, and sustainable development initiatives. We are thrilled to announce several exciting projects that highlight our commitment to economic development and community enhancement. Recently, the City of Lackawanna has partnered with Empire Building Diagnostics (EBD) and IT FITZ Concrete to transform over 4.7 acres of long-vacant industrial property on Alliance Drive in the First Ward. These projects are set to create new jobs and stimulate economic activity in the area. EBD will expand its operations, adding 20-30 new jobs, while IT FITZ Concrete plans to build a new office and warehouse facility.

Welcome to Radish Health, where healthcare meets innovation at 900 Broadway, Manhattan, New York. We offer a radically different approach to employee health and wellness, designed to simplify and enhance your healthcare experience. At Radish, your journey begins with a direct call to your board-certified physician, eliminating the hassle of endless online searches and long waits on insurance helplines. Whether you need medical care or assistance navigating the healthcare system, your Radish doctor is your first point of contact. Our services range from managing acute and chronic illnesses to performing annual physicals, ensuring that your healthcare needs are met, no matter the size. Beyond treatment, our dedicated care team helps you navigate the complexities of the healthcare system, saving you time and money.

Welcome to Special Scholars Early Intervention Program in Brooklyn Located at 52 Quentin Road, Brooklyn, New York, Special Scholars Early Intervention Program is your trusted partner in nurturing the potential of children with special needs. Serving families with children from birth to three years of age, we are committed to providing comprehensive Early Intervention Program (EIP) services for those with or suspected of having developmental delays or disabilities.

Welcome to Special Scholars Early Intervention Services, your trusted partner in supporting the growth and development of young children in Brooklyn, NY. Located at 2577 East 17th Street, Brooklyn, New York 11235, our mission is to provide comprehensive, community-based services that assist children and families in reaching important developmental milestones. Our Early Intervention Program is designed for children from birth to age three who are experiencing developmental delays or have disabilities. We are an approved and regulated provider with the New York State Department of Health and the NYC Department of Health & Mental Hygiene, committed to delivering the highest quality care tailored to your child's unique needs.

Welcome to Cadaret, Grant & Co., Inc., your trusted partner in comprehensive wealth management, located at 100 Madison Street, Syracuse, New York. Our mission is to empower financial professionals and institutions to cultivate stronger, more productive client relationships through tailored wealth management solutions. We offer a broad spectrum of resources designed to enhance your wealth management programs and elevate the experiences of your clients and members. Our approach is sophisticated yet streamlined, providing you with the tools needed to deliver comprehensive advice with ease. Leveraging cutting-edge technology built for the real world, we facilitate seamless client management, engagement, and communication to help you stay ahead in the rapidly evolving financial landscape.

Welcome to Polar Tank Trailer LLC Located at 713 Echo Road, Vestal, New York, Polar Tank Trailer LLC is your trusted partner in financial solutions tailored for the transportation industry. Specializing in innovative financial services, we are committed to supporting businesses with their unique financial needs, ensuring they stay on the move.

Welcome to Cheevers Hand & Angeline LLC, your trusted partner in financial services located at 111 Grant Avenue, Endicott, New York. With a commitment to excellence and a personalized approach, we specialize in providing comprehensive financial solutions tailored to meet the unique needs of individuals and businesses in our community. Our experienced team of financial experts is dedicated to guiding you through the complexities of financial planning, investment management, and wealth preservation. Whether you are planning for retirement, seeking investment advice, or looking for strategic financial planning, Cheevers Hand & Angeline LLC is here to help you achieve your financial goals with confidence. Visit us today to discover how we can support your journey to financial success.

Welcome to The Bonadio Group: Your Trusted Partner in Accounting and Finance Solutions Located at 432 North Franklin Street, Syracuse, New York, The Bonadio Group is a premier accounting and finance firm dedicated to delivering tailor-made solutions that address the unique needs of your business. Since 1978, we have been committed to providing exceptional service and innovative solutions that help our clients thrive in an ever-evolving financial landscape.

Welcome to HealthyStart Group, your trusted partner in health and insurance, located at 96 Grant Street, Buffalo, New York. At HealthyStart Group, we are dedicated to providing you with the well-being you deserve through our partnerships with a variety of insurance companies. Specializing in health and insurance services, we offer comprehensive solutions tailored to your unique life stages, from pregnancy to parenthood, ensuring you have the perfect protection for every moment. Our mission is to secure your present and help you build a worry-free future by adapting to your lifestyle and providing you with personalized care. We believe in the priceless value of life and health, which is why we go beyond traditional health insurance and medical plans. Our experienced team of licensed insurance agents is committed to delivering compassionate, empathetic, and dedicated service, helping you regain your health and improve your quality of life.

Welcome to DrivePlus Insurance NY, your trusted insurance agency located at 580 Main Street, Buffalo, New York 14202. We specialize in providing comprehensive, customized insurance solutions tailored to meet the diverse needs of trucking businesses throughout New York, including Albany. At DrivePlus Insurance NY, we understand that truck insurance is not just a legal requirement but a vital component of your business's security and success. Our team is dedicated to offering tailored truck insurance solutions that ensure compliance with New York's trucking laws and regulations while protecting your fleet against the unique challenges faced on the road.

Welcome to Joe of All Trades Tutoring, your trusted partner in education located at 50 Gulf Road, Roscoe, New York 12776. We specialize in providing personalized tutoring services designed to meet the unique needs of each student. Whether you're struggling with math, science, English, or preparing for standardized tests, our experienced tutors are here to help you succeed. At Joe of All Trades Tutoring, we believe that every student has the potential to excel with the right guidance and support. Our tailored approach focuses on identifying individual learning styles and adapting our methods to ensure the most effective and engaging learning experience. We offer flexible scheduling options to accommodate busy families and provide a comfortable, motivating environment that fosters academic growth and confidence.

Welcome to Monarch Wealth Management, LLC, your trusted partner in financial planning and investment management, located at 8340 Main Street, Williamsville, New York. We believe that a plan is only as good as the actions it inspires. Our mission is to transform your financial goals into reality through a dynamic and adaptive investment strategy tailored to your unique needs. At Monarch Wealth Management, our investment philosophy is designed to evolve with you. We employ a proprietary process for investment selection and due diligence, ensuring that your portfolio is robust and responsive to changing market conditions. Through ongoing investment rebalancing, analysis, oversight, and tax-loss harvesting, we handle all trading, rebalancing, and stock sales, so you can focus on what matters most to you.

Welcome to 东方会计 Eastern Accounting & Consulting, your trusted partner in navigating the complex world of accounting and finance. Conveniently located at 136-17 39th Avenue in the vibrant neighborhood of Queens, New York, we are dedicated to providing exceptional financial services tailored to meet the diverse needs of our community. At Eastern Accounting & Consulting, we specialize in a comprehensive range of accounting services, including bookkeeping, tax preparation, financial planning, and business consulting. Our team of experienced professionals is committed to delivering personalized solutions that enhance financial efficiency and drive growth for both individuals and businesses.

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 Aculore Inc., your trusted partner in Accounting and Computer Services, located conveniently at 148-04 116th Avenue, Queens, New York 11436. With a vision to empower businesses through the seamless integration of technology and finance, we are committed to helping your business thrive. Our slogan, "K.I.T. Keeping IT Together," embodies our dedication to maintaining smooth operations so you can focus on achieving your business goals. With over 20 years of experience, Aculore Inc. offers exceptional accounting and IT services tailored to meet the needs of growing businesses. Our mission is to enhance the value of small businesses by utilizing cutting-edge technologies to create efficient infrastructures. We strive to make information accessible, minimize costs, streamline processes, and eliminate redundancies, all while adhering to our core principles of Honesty, Integrity, and Confidentiality.

Welcome to Scott Burgwin, CPA Located at 1600 Calebs Path, Hauppauge, New York, Scott Burgwin, CPA is a premier certified public accounting firm dedicated to serving both individuals and businesses with unparalleled financial expertise. With over 30 years of experience, we specialize in tax preparation, accounting, and a broad range of financial services tailored to meet the unique needs of our clients.

Welcome to Voyage Academics, where your educational journey begins and your potential is realized. Conveniently located at 49 Raynor Road, Ridge, New York, we are dedicated to moving education forward with our comprehensive range of academic services and expert guidance. New Introductory Prices! Limited Space Available!

Welcome to the Finance and Economics Department at Lubin, where we prepare you to make a splash in the finance capital of the world. Located at 861 Bedford Road, Pleasantville, New York, we offer a comprehensive curriculum designed to equip you with the skills needed for success in diverse financial sectors, including corporate finance, investments, financial institutions, brokerage, and banking. Our students gain invaluable experience through internships at top firms such as Citibank, Goldman Sachs, JPMorgan Chase & Co., Merrill Lynch, and Morgan Stanley, as well as various New York City governmental departments. At Lubin, we pride ourselves on a curriculum that adapts to the fast-paced changes in the financial industry, integrating cutting-edge technology to enhance your financial expertise.

Welcome to Consultorias Financieras Leandro Casar, your trusted partner in financial strategy and planning. Located in Orangeburg, New York, we specialize in crafting robust financial strategies tailored to your personal, business, or entrepreneurial needs. Achieving economic success is not just about offering a great product or service; it requires a powerful financial strategy that guides every economic decision you make. Are you finding it challenging to cover your personal and business needs financially? A well-planned financial strategy starts with a strategic analysis, as there is no one-size-fits-all plan. We customize our strategies to meet the unique objectives and needs of each client, ensuring detailed and organized planning.

Welcome to TR Insurance Agency, Inc., your trusted partner in safeguarding your future. Conveniently located at 77 East Main Street, Elmsford, New York 10523, we are a leading insurance agency dedicated to providing tailored risk management solutions for businesses, families, and individuals. With over 20 years of experience, we have built a reputation for excellence, serving communities across 19 states, including New York, California, Florida, and more. At TR Insurance Agency, we prioritize your needs above all else. Our team of dedicated insurance brokers works tirelessly to represent you, ensuring that you receive the best possible coverage at competitive rates. We offer free online quotes for Auto and Home Insurance, making it easy and quick to protect what matters most to you. Our commitment to superior customer service means that as your life evolves, we are here to revisit and adapt your coverage, nurturing lasting relationships one policy at a time.